GuoChuang(SZ:300520)2023-10-25 13:08Group 1: Financial Performance - The company achieved a revenue of 177,512.87 million yuan in the first three quarters of 2023, representing a year-on-year growth of 32.22% [1] - The net profit attributable to shareholders reached 6,473.36 million yuan, with a year-on-year increase of 18.11% [2] Group 2: Business Segments - The digital application business showed a strong recovery, with steady revenue growth and improved business quality [2] - The BMS/BEMS business in the energy storage sector saw a significant decline in performance compared to the previous year due to increased investments [2] - The ETC business has experienced continuous user growth and is expected to maintain growth in service scale [2] Group 3: Competitive Advantages - The company has a strong competitive edge as a professional third-party BMS manufacturer, with significant software capabilities and a proven track record in product stability and reliability [3] - The company has established a comprehensive operational service system in the ETC market, leveraging years of industry experience [2] Group 4: Digital New Energy Business - The company is actively developing digital new energy products, including BMS/BEMS and energy storage systems, to align with the dual carbon goals [3] - The BMS business has a gross profit margin of around 30%, although it has faced fluctuations due to market competition and product upgrade cycles [3] Group 5: Future Developments - The company plans to raise up to 812 million yuan through a private placement to fund projects related to data intelligence platform upgrades and smart energy storage systems [4]