2、重点领域的深耕与收获。经过几年的培育，公司在新能源汽车、3C等领域的投入已经开始产生效益，进入收获期。加上3C、新能源汽车行业毛利相对较高，带动公司整体毛利率小幅提升。Joe Feng Smart (301603.SZ) announced its interim report for the first half of 2024, with operating revenue of 0.807 billion yuan, a year-on-year increase of 6.22%; net income attributable to shareholders of listed companies of 0.114 billion yuan, a year-on-year increase of 27.57%; net income attributable to shareholders of listed companies after deducting non-recurring gains and losses of 0.113 billion yuan, a year-on-year increase of 31.16%; basic earnings per share of 1.26 yuan; proposed cash dividend of 8.00 yuan (including tax) per 10 shares to all shareholders.
During the reporting period, the company achieved double-digit growth in operating revenue and net income. The main factors driving performance development are:
1. The completion and use of production bases have alleviated capacity constraints. With the gradual commissioning of new factory buildings in Dongguan and Nanjing, the company's production capacity has been significantly increased, effectively alleviating long-standing capacity constraints.
2. Deep cultivation and harvest in key areas. After several years of cultivation, the company's investments in new energy vehicles and 3C industries have begun to yield results and enter the harvest period. In addition, the 3C and new energy vehicle industries have relatively high gross margins, driving a slight increase in the overall gross margin of the company.
3. Bulk sales of newly cultivated products bring new growth. Since 2020, the company has developed new products such as CNC lathes, CNC grinders, high-end horizontal machining centers, five-axis machining centers, and supporting automated lines on the basis of its existing product line. These products have been sold in the market and contributed to performance. The company's independently developed core components, such as the spindle and power turret, have also been widely used in products and are expected to become new engines driving the company's performance growth.
