海外市场订单供不应求 森麒麟2024年实现营收净利双高增

Core Viewpoint - The company reported strong financial performance for 2024, with significant increases in revenue and net profit, driven by high demand for its tire products in both domestic and international markets [1][2]. Financial Performance - The company achieved an operating revenue of 8.511 billion yuan, an increase of 8.53% year-on-year [1] - The net profit attributable to shareholders reached 2.186 billion yuan, up 59.74% from the previous year [1] - The net profit after deducting non-recurring gains and losses was 2.126 billion yuan, reflecting a growth of 62.96% year-on-year [1] - A cash dividend of 2.9 yuan per 10 shares (including tax) is proposed to reward shareholders [1] Production and Sales - The total tire production reached 32.2261 million units, a growth of 10.22% compared to the previous year [2] - The production of semi-steel tires was 31.3038 million units, increasing by 10.24% year-on-year [2] - The sales volume of tires was 31.4087 million units, up 7.34% from the previous year [2] - The sales of semi-steel tires were 30.4923 million units, reflecting a growth of 7.12% [2] - The sales of all-steel tires increased by 15.52%, totaling 916,400 units [2] Global Expansion - The company's global strategy is a key driver of its performance, with significant progress in the Morocco project aimed at producing 12 million high-performance tires annually [2][3] - The Morocco factory is recognized as a benchmark for intelligent manufacturing in the tire industry, enhancing the company's global competitiveness [3] - The company is focusing on expanding its production capacity to meet growing global demand [2][3] Innovation and R&D - The company has enhanced its R&D capabilities, successfully developing various advanced tire technologies, including low rolling resistance tires and specialized tires for electric vehicles [4] - A total of 200 new patents were added, including 5 invention patents [4] - The company is committed to high-end market development, having begun supplying winter tires to Volkswagen for the Tiguan model [4] Marketing and Sales Strategy - The company is expanding its presence in both international and domestic markets, with a focus on digital upgrades to traditional sales models [3] - It aims to build a dual-circulation development pattern, enhancing its market reach [3] - The company is also deepening partnerships in the aviation tire sector, laying the groundwork for future collaborations with airlines [5]