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昇能集团(02459) - 2023 - 中期业绩
02459SANERGY GROUP(02459)2023-08-29 13:36

Financial Performance - For the six months ended June 30, 2023, the company reported revenue of approximately 43.7million,adecreaseof26.843.7 million, a decrease of 26.8% compared to 59.7 million in the same period of 2022[2]. - Gross profit for the same period was 5.3million,down65.95.3 million, down 65.9% from 15.6 million year-on-year, resulting in a gross margin of 12.1%, down from 26.1%[2]. - The company recorded a loss attributable to owners of approximately 4.2million,comparedtoaprofitof4.2 million, compared to a profit of 6.5 million in the previous year, marking a 164.7% decline[4]. - Revenue decreased from approximately 59.7millioninthefirsthalfof2022toabout59.7 million in the first half of 2022 to about 43.7 million in the first half of 2023, primarily due to a drop in sales volume from approximately 12,456 tons to 9,603 tons[8]. - The group reported a revenue of 43.685millionforthesixmonthsendedJune30,2023,comparedto43.685 million for the six months ended June 30, 2023, compared to 59.706 million for the same period in 2022[24]. - The gross profit for the same period was 5.301million,downfrom5.301 million, down from 15.564 million in the previous year[24]. - The net loss attributable to the company's owners for the six months ended June 30, 2023, was 4.224million,comparedtoaprofitof4.224 million, compared to a profit of 6.533 million for the same period in 2022[24]. - Total comprehensive expenses for the six months ended June 30, 2023, amounted to (5,015)thousand,comparedto(5,015) thousand, compared to (3,088) thousand for the same period in 2022, reflecting an increase in expenses[25]. Sales and Market Conditions - The company observed a 22.9% decrease in sales volume of its products in the first half of 2023 compared to the same period in 2022, attributed to suppressed customer demand and inventory destocking[3]. - The global economic growth rate is projected to slow to about 3.0% in 2023, down from approximately 3.5% in 2022, impacting demand in the steel industry[3]. - Revenue from the Americas for the six months ended June 30, 2023, was 13,578,000,comparedto13,578,000, compared to 12,989,000 in 2022, showing an increase of about 4.5%[36]. - Revenue from EMEA for the six months ended June 30, 2023, was 23,272,000,downfrom23,272,000, down from 28,752,000 in 2022, indicating a decrease of approximately 19.0%[36]. - Revenue from China for the six months ended June 30, 2023, was 6,771,000,asignificantdropfrom6,771,000, a significant drop from 15,698,000 in 2022, reflecting a decline of about 56.9%[36]. Cost and Expenses - The company’s total sales cost decreased from 44.1millioninthefirsthalfof2022to44.1 million in the first half of 2022 to 38.4 million in the first half of 2023, reflecting adjustments in production plans[3]. - Total employee benefit expenses increased to 5,667,000in2023from5,667,000 in 2023 from 2,374,000 in 2022, reflecting a significant rise of approximately 138%[44]. - The cost of goods sold was 38,384,000forthesixmonthsendedJune30,2023,downfrom38,384,000 for the six months ended June 30, 2023, down from 44,142,000 in 2022, indicating a decrease of about 13%[42]. - Depreciation expenses for property, plant, and equipment amounted to 2,020,000in2023,comparedto2,020,000 in 2023, compared to 2,209,000 in 2022, showing a decrease of about 9%[42]. Financial Position - As of June 30, 2023, the group's cash and cash equivalents amounted to approximately 28.3million,upfrom28.3 million, up from 11.7 million as of December 31, 2022[16]. - The total interest-bearing bank and other borrowings were approximately 30.0millionasofJune30,2023,slightlydownfrom30.0 million as of June 30, 2023, slightly down from 30.2 million as of December 31, 2022[16]. - The equity and liabilities as of June 30, 2023, were approximately 159.3millionand159.3 million and 70.2 million, respectively, compared to 132.9millionand132.9 million and 72.9 million as of December 31, 2022[16]. - The debt-to-equity ratio decreased from approximately 22.7% as of December 31, 2022, to about 18.8% as of June 30, 2023, primarily due to an increase in total equity following the company's listing in January 2023[17]. - Current assets increased to 117,921thousandasofJune30,2023,comparedto117,921 thousand as of June 30, 2023, compared to 98,814 thousand at the end of 2022, representing a significant rise of about 19.3%[26]. - The company's equity attributable to owners increased to 159,304thousandasofJune30,2023,from159,304 thousand as of June 30, 2023, from 132,917 thousand at the end of 2022, showing a growth of approximately 19.9%[28]. Investments and Expansion Plans - The company plans to expand its production capacity from the current 35,000 tons to 46,000 tons through acquisitions in Shanxi Province, China, and aims to further increase capacity to 68,000 tons through a joint venture agreement[6]. - The group entered into a joint venture agreement on May 16, 2023, to establish a limited partnership in China with a registered capital of RMB 100 million, where the group will contribute RMB 37 million[21]. - The joint venture aims to expand the group's production capacity in Henan Province to 40,000 tons of ultra-high power graphite electrodes annually[21]. - The company has invested its own funds in a Chinese company specializing in synthetic graphite anode materials, which has a strong customer base and R&D capabilities[7]. - The company aims to contribute to the global lithium-ion battery supply chain through its advancements in synthetic graphite anode materials[7]. Corporate Governance and Compliance - The company has complied with the corporate governance code since its listing on January 17, 2023, ensuring clear separation of roles between the chairman and the CEO[63]. - The company has adopted the Listing Rules Appendix 10 for the conduct of securities trading by directors, confirming compliance from the listing date until June 30, 2023[64]. - The Audit Committee consists of three independent non-executive directors, including Mr. Zheng Dajun as Chairman, Ms. Chen Chuwen, and Mr. Wei Mingde[65]. - The company's financial statements for the first half of 2023 have been reviewed and agreed upon by the auditors, Deloitte, in accordance with the relevant auditing standards[66]. Share Capital and Securities - The company issued an additional 172,400,000 ordinary shares at 0.21pershare,raisingatotalof0.21 per share, raising a total of 35,364,000[56]. - The company’s authorized share capital increased from 300,000to300,000 to 50,000,000 following a resolution passed on December 19, 2022[54]. - The net proceeds from the global offering amount to approximately HKD 186.7 million after deducting underwriting fees and related expenses[59]. - The intended use of proceeds includes paying for the acquisition of Tai Gu assets, which accounts for 34.8% of the total proceeds, amounting to HKD 65.0 million[60]. - The company plans to upgrade its facilities and systems, which will utilize 55.2% of the proceeds, totaling HKD 103.0 million[60].