中光防雷(300414) - 2023年9月26日投资者关系活动记录表

Group 1: Financial Performance - In the first half of 2023, the company achieved a total revenue of 274 million, representing a year-on-year growth of 8.46% [1] - The net profit attributable to shareholders was 48.24 million, with a year-on-year increase of 108.02% [1] - The net profit after excluding exchange gains was 19.75 million, showing a year-on-year growth [1] Group 2: Revenue by Sector - Rail and rail transit sector generated revenue of 35.44 million, with a year-on-year growth of 175.15% and a gross margin of 39.39% [2] - Energy sector achieved revenue of 39.21 million, with a year-on-year growth of 122.09% and a gross margin of 27.02% [1] - Communication sector reported revenue of 163 million, with a year-on-year increase of 2.76% and a gross margin of 26.53% [1] Group 3: Other Business Segments - Lightning protection engineering and services generated revenue of 26.23 million, with a year-on-year growth of 292.90% and a gross margin of 25.89% [2] - Non-lightning protection products (mainly electronic components and smart communication products) achieved revenue of 79.25 million, with a year-on-year growth of 17.46% and a gross margin of 30.70% [2] Group 4: Product Development and Partnerships - The company provides customized lightning protection products for major global communication equipment manufacturers such as Huawei, Ericsson, Nokia, and ZTE [2]