新雷能(300593) - 新雷能调研活动信息

Financial Performance - In the first half of 2023, the company achieved a revenue of 8.87 billion CNY, a year-on-year increase of 0.16% [2] - The net profit attributable to the listed company for 2023 is projected to be 2.76 billion CNY, with a decline of 13.71% in the special field business revenue [2] - The communication business revenue reached 2.63 billion CNY, showing a year-on-year decrease of 18.15% [2] - Domestic business revenue was 7.89 billion CNY, reflecting an increase of 11.89% [2] Business Segments - Special field business revenue was 5.88 billion CNY, with a year-on-year growth of 13.56% [2] - The aerospace and special business sectors showed stable growth, while the communication sector faced challenges due to international economic conditions [2] - The company’s integrated circuit business generated approximately 48 million CNY in the first half of 2023, compared to 52 million CNY for the entire year of 2022 [3] Future Outlook - The company anticipates improvements in the communication sector in the second half of 2023, contingent on the progress of domestic 5G base station tenders [3] - New business developments are focused on three areas: integrated circuits, motor drives, and server power supplies, with ongoing efforts to enhance production capabilities [3] - The company is optimistic about growth in the server power supply sector due to increased market development efforts and completed production lines [3] Challenges and Strategies - The gross margin in the special field decreased due to changes in product revenue structure and increased costs from expansion projects [3] - The company is addressing pricing pressures in the special industry by diversifying its product range and improving automation and design efficiency [4]