与此同时，随着恒润传动及恒润环锻二期工厂的在建工程逐步转为固定资产，公司面临着折旧费用的增加。固定资产折旧是企业财务报表中的一项重要成本，尤其是在重资产行业如风电设备制造领域，固定资产规模庞大，折旧费用的上升将直接影响到企业的净利润水平。此外，公司在推进募集资金投资项目的过程中，部分新产品正处于小批量试产阶段。这一阶段的生产活动，虽然对于产品优化和市场适应性至关重要，但不可避免地会暂时性地拉低平均产能利用率。新产品从研发到市场成熟，通常需要经历从试产到规模化生产的过程，这期间的产能利用率波动属于正常现象。Jiangyin Hengrun Heavy Industries (603985.SH) disclosed its interim report for the first half of 2024, reporting a revenue of 6.41...
According to the interim report for the first half of 2024 disclosed by Jiangyin Hengrun Heavy Industries (603985.SH), the company achieved a revenue of 0.641 billion yuan, a 24.3% decrease compared to the same period last year. The net income attributable to the parent company was a loss of 31.96 million yuan, a change from profit to loss; the non-GAAP net income was a loss of 40.82 million yuan, a change from profit to loss; the basic earnings per share was -0.0725 yuan.
In recent years, the wind power industry has experienced significant changes in the market environment. As the wind power industry gradually enters the stage of grid parity, government subsidies are declining and market competition is intensifying, leading to a continuous decline in the prices of wind power equipment and components. New orders received by companies are at lower prices, while the cost of production cannot be reduced in sync, resulting in compressed profit margins. Jiangyin Hengrun Heavy Industries' wholly-owned subsidiaries, Hengrun Transmission and Hengrun Forging, are facing multiple challenges. With the decrease in the number of wind power market tenders and projects being initiated, there has been a temporary decline in market demand, which directly affects the two subsidiaries' capacity utilization rate that has failed to reach the expected level.
At the same time, as the construction projects of the second phase of Hengrun Transmission and Hengrun Forging gradually transition to fixed assets, the company is faced with an increase in depreciation expenses. Depreciation of fixed assets is an important cost in the company's financial statements, especially in capital-intensive industries such as wind power equipment manufacturing, where the scale of fixed assets is large, and the increase in depreciation expenses will directly impact the company's net profit level. In addition, during the process of advancing fundraising investment projects, some new products are in the small-scale trial production stage. This stage of production activities, although crucial for product optimization and market adaptability, inevitably temporarily lowers the average capacity utilization rate. The development of new products from research and development to market maturity usually requires a process from trial production to mass production, and fluctuations in capacity utilization rate during this period are normal.
On the other hand, Shanghai Run Liu Chi, a subsidiary controlled by the company, encountered unfavorable external influences in the first half of 2024, resulting in relatively limited revenue from its computing power leasing business.
