Group 1: Company Overview and Business Operations - Zhejiang Hongxin Technology Co., Ltd. focuses on forging commercial vehicle wheels and passenger car wheels, with a strategy to share the impact of increased tariffs (25%) with customers [2] - The company has established a production base in Thailand to mitigate the impact of trade policies, which is expected to attract significant European and American clients [2] Group 2: Financial Performance - For the first three quarters of 2024, the net profit attributable to shareholders was 32.63 million CNY, a decrease of 17.64 million CNY (35.09%) compared to the previous year [3] - The average procurement price of aluminum rods increased by 16.78% to 21.16 CNY/kg, leading to a decline in gross profit margin from 16.35% to 15.36%, impacting profits by 7.30 million CNY [3] - Non-operating expenses increased by 1.71 million CNY (26.90%), primarily due to new listing-related expenses and foreign exchange losses [3] Group 3: Future Plans and Product Development - The Thailand production base is set to commence operations in January 2025, with full capacity expected by 2026 [3] - The company has signed a development agreement with a domestic aerospace technology company to produce various components, indicating potential expansion beyond wheel hubs [3] Group 4: Investor Relations and Risk Awareness - The report includes forward-looking statements regarding future plans and performance estimates, emphasizing the need for investors to recognize associated risks [4]
宏鑫科技(301539) - 2024年11月26日投资者关系活动记录表