Core Insights - The company reported a significant increase in revenue and net profit for 2024, with total revenue reaching 7.129 billion yuan, an 18.45% year-on-year growth, and net profit attributable to shareholders soaring by 493.77% to 254 million yuan [1] - The strong performance is primarily driven by the lithium battery structural components business, which saw nearly a 30% increase in revenue [4] Group 1: Lithium Battery Structural Components - The lithium battery structural components business emerged as the main growth driver, with revenue growth attributed to optimized production processes and increased automation, leading to reduced production costs and improved product quality [4] - The company successfully developed new products such as blade batteries, further solidifying its market position [4] - Despite strong performance, reliance on a single business poses potential risks, with increasing competition in the rapidly growing electric vehicle market [4] Group 2: Molds and Motor Core Business - The mold business experienced rapid growth, particularly in the electric vehicle motor core mold sector, with enhanced profitability through technological innovation and cost reduction [5] - The company made significant progress in export markets, especially in Europe and Japan [5] - The motor core business saw a slight revenue decline due to raw material price fluctuations, highlighting the need for improved management of material cost volatility [5] Group 3: Humanoid Robot Business - The company has begun to establish its presence in the humanoid robot sector, developing precision components and achieving small-scale supply to leading domestic and international clients [6] - Although initial results are promising, the humanoid robot business is still in its infancy, contributing limited revenue in the short term [6] - The company plans to increase investment in this area, aiming to become a key supplier in the humanoid robot supply chain, while acknowledging the uncertainties and challenges in the market [6]
震裕科技2024年净利润暴增493.77%，锂电池结构件成核心引擎