SUNSTONE(603612)2024-07-09 10:11Financial Performance - The company expects a net profit attributable to shareholders of the parent company for the first half of 2024 to be between 26 million and 35 million yuan, marking a turnaround from a loss in the same period last year [5]. - The expected net profit attributable to shareholders, excluding non-recurring gains and losses, is projected to be between 98 million and 130 million yuan for the first half of 2024 [5]. - In the same period last year, the company reported a net loss attributable to shareholders of the parent company of 408.67 million yuan [6]. Factors Influencing Performance - The improvement in performance is attributed to the rising industry index for prebaked anodes and the stabilization of prices for petroleum coke and prebaked anodes [9]. - The company has seen a year-on-year increase in production and sales volume due to the gradual release of new capacity in joint ventures with high-quality downstream customers [9]. - The company has optimized production processes and improved inventory management, enhancing product cost competitiveness [9]. Financial Assets and Risks - The company anticipates a fair value loss of 70 million to 80 million yuan on financial assets due to stock price fluctuations during the forecast period [9]. - A special agreement was signed regarding performance compensation, which will mitigate the impact of stock price fluctuations on the fair value of certain financial assets [10]. - Investors are advised to pay attention to investment risks as the forecast data is preliminary and subject to change in the official half-year report [12]. Forecast Validity - The performance forecast is based on preliminary calculations by the company's finance department and has not been audited by registered accountants [11].