深圳华强(000062) - 2021年8月27日投资者关系活动记录表

Group 1: Financial Performance - In the first half of 2021, Shenzhen Huaqiang achieved a revenue of 99.87 billion CNY, a year-on-year increase of 53.10% [1] - The net profit attributable to shareholders reached 4.34 billion CNY, growing by 53.73% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 2.77 billion CNY, with a year-on-year increase of 63.44% [1] Group 2: Business Growth Drivers - The significant growth in revenue is primarily attributed to the expansion of the electronic components distribution business, which saw a revenue increase from 146.71 billion CNY in 2015 to 1,000 billion CNY in 2021, representing a compound annual growth rate of 53.93% [1] - The electronic components distribution business achieved a revenue of 86.45 billion CNY in the first half of 2021, marking a 104.83% increase year-on-year [3] Group 3: Profitability and Margins - The gross margin for the distribution business improved to 8.66% in the first half of 2021, compared to 7.03% in the same period last year [3] - The profit growth rate outpaced revenue growth due to optimized business structure and enhanced distribution capabilities [3] Group 4: Innovation and New Business Models - The electronic components industry internet business, operated by Huaqiang Electronic Network Group, generated a revenue of 10.43 billion CNY in the first half of 2021, with a year-on-year growth of 305.48% [4] - The net profit for this segment was 1.41 billion CNY, reflecting a 324.29% increase year-on-year [4] Group 5: Market Conditions and Challenges - The ongoing shortage of electronic components has created both challenges and opportunities for the industry, with a significant impact on pricing and supply [5] - The company is leveraging its competitive advantages to capture market share during this period of scarcity [5] Group 6: Customer Base and Demand - The customer base for Huaqiang Electronic Network Group includes large OEM/EMS manufacturers and small to medium enterprises, with a stable demand for electronic components [5] - The diverse customer structure contributes significantly to the revenue, with a high proportion coming from long-term active clients [5]