技术升级品牌提档服务做优 赛力斯2024财报刷新多项纪录

Core Viewpoint - Company announced its 2024 annual performance, becoming the fourth profitable new energy vehicle (NEV) company globally, with significant revenue and profit growth [1][3]. Financial Performance - In 2024, the company achieved a revenue of 145.176 billion yuan, a year-on-year increase of 305.04%, marking a historical high [3][4]. - The net profit attributable to shareholders reached 5.946 billion yuan, with a gross margin for NEVs rising to 26.21% [3][4]. - The net cash flow from operating activities was 22.515 billion yuan [3]. - The company plans to distribute a cash dividend of 0.97 yuan per share, totaling 2.084 billion yuan, which represents 35.05% of the net profit [3]. Sales and Market Position - The company sold 426,885 NEVs in 2024, achieving a year-on-year growth of 182.84% [4]. - The popular model, the AITO Wenjie M7 series, had nearly 200,000 deliveries, while the Wenjie M9 surpassed 150,000 deliveries, becoming the monthly sales champion in the luxury car segment for 11 consecutive months [1][4]. - The average transaction price for the Wenjie brand reached 402,000 yuan, leading among domestic brands [4]. Technological and Brand Development - The company has focused on technological upgrades, brand enhancement, and improved services, breaking the "revenue without profit" curse in the new energy vehicle sector [4][6]. - The company has invested significantly in R&D, with total R&D expenditure reaching 7.053 billion yuan, a 58.9% increase year-on-year [8]. - The company has developed the Magic Cube technology platform, which integrates multiple powertrain technologies and features an industry-first "intelligent safety" system [6][8]. Strategic Acquisitions and Production Capacity - The company has announced several acquisition plans to enhance its asset quality and production capacity, including a recent acquisition of 100% equity in Longsheng New Energy for 8.16 billion yuan [8][12]. - The establishment of the "Super Factory" has set a benchmark in the industry, utilizing advanced integrated die-casting technology and achieving 100% automation in key quality checks [10][12]. Market Recognition and Future Outlook - The company has been recognized by multiple securities firms with strong buy ratings, highlighting its core competitive advantages in smart technology and luxury branding [12]. - The company was included in major stock indices such as the CSI 300 and SSE 50, marking its significant presence in the A-share market [12].