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江苏雷利(300660) - 300660江苏雷利投资者关系管理信息20250520
jiangsu leilijiangsu leili(SZ:300660)2025-05-20 09:44

Group 1: Financial Performance - In 2024, the company achieved revenue of 3.519 billion yuan, a year-on-year increase of 14.38% [9] - The net profit attributable to shareholders was 294 million yuan, a year-on-year decrease of 7.14%, while the net profit excluding non-recurring items was 301 million yuan, an increase of 3.53% [9] - In Q1 2025, the company reported revenue of 908 million yuan, a year-on-year increase of 25.81%, and a net profit of 94 million yuan, a year-on-year increase of 28.15% [9] Group 2: Growth Drivers - The company is focusing on emerging fields such as industrial intelligence and smart driving, with significant growth in automotive components and industrial control sectors, achieving revenue growth of 30.42% and 24% respectively in 2024 [2] - New products like laser radar motors, precision aluminum die-casting, and energy-efficient industrial motors are expected to contribute to future profit growth [2] - The company has adopted an "Electric Motor+" strategy, expanding its product offerings to include precision gearboxes, sensors, and drive control systems [4] Group 3: Market Strategy - The company is enhancing its overseas production capacity to mitigate the impact of trade uncertainties, with approximately 18% of its revenue coming from the U.S. market in 2024 [9] - New manufacturing bases in Vietnam and Mexico are operational to ensure stable supply for North American clients [9] - The company is also developing strategic partnerships, such as with Blue Technology in the quadruped robot sector, to enhance its competitive edge [10] Group 4: Industry Outlook - The company expresses confidence in the electric motor and drive system industry, driven by trends in automation and energy efficiency [3] - The demand for high-efficiency motors is expected to grow due to national policies promoting energy conservation [3] - The company is leveraging technological advancements and ecological collaboration to seize opportunities in green transformation and smart manufacturing [3]