Financial Performance - The company expects a net profit attributable to shareholders for 2024 to be between 354 million to 434 million CNY, representing a year-on-year growth of 220.28% to 247.46%[2] - The projected net profit after deducting non-recurring gains and losses is estimated to be between 324 million to 404 million CNY, with a year-on-year growth of 173.57% to 191.74%[3] - The previous year's net profit attributable to shareholders was a loss of 294.32 million CNY, indicating a significant turnaround in performance[4] Operational Improvements - The increase in profitability is driven by the implementation of the third-generation refrigerant quota scheme, which has led to a fundamental change in supply and demand dynamics[6] - The company has seen a significant increase in the utilization rate of its electronic components segment due to the recovery in market demand, particularly in data centers and energy storage[6] - The production capacity of the company's capacitors and foils in Inner Mongolia is steadily being released, contributing to a reduction in unit production costs and a substantial increase in operating profit[6] - The company has implemented a large customer strategy, enhancing cooperation and expanding overall order scale, which has improved profit margins[6] - Lean management initiatives have been introduced to optimize production processes and reduce operational costs, leading to a continuous increase in gross margin[7] Forecast and Uncertainties - The company does not foresee any major uncertainties that could affect the accuracy of this earnings forecast[8] - The data provided is preliminary and subject to final confirmation in the official 2024 annual report[9]
东阳光(600673) - 2024 Q4 - 年度业绩预告