No Data
We Think Hengdian Group DMEGC Magnetics Ltd (SZSE:002056) Can Stay On Top Of Its Debt
Germany increases fiscal spending to promote Energy transition, and China’s solar storage sector welcomes new investment opportunities abroad.
Recently, the German Federal Parliament passed a spending bill worth 500 billion euros with more than two-thirds of the votes. The bill proposes that 100 billion euros be injected into the existing climate and transformation Fund to support the Energy transition and climate protection. The Soochow securities electric new team pointed out that as Germany increases financial support for Energy transition development, the installed capacity of photovoltaic and energy storage is expected to accelerate growth at a turning point, and the demand for Power Inverter exports is expected to benefit.
Hengdian Group DMEGC Magnetics (002056.SZ): This year's lithium battery shipment volume is still planned to maintain growth, with a shipment target of over 0.6 billion units.
On March 19, Glenweigh reported that Hengdian Group DMEGC Magnetics (002056.SZ) recently stated in investor relations activities that last year, Lithium Battery shipments reached 0.53 billion units, further increasing its market share in the electric two-wheeler sector, with breakthroughs achieved in markets like Vietnam, Brazil, and South Korea; the electric tools market has gained recognition from multiple customers, with shipments more than doubling; and the Smart Home market also saw significant growth in shipments. This year, the shipment volume of Lithium Batteries is still planned to maintain growth, with a shipping target of over 0.6 billion units.
Hengdian Group DMEGC Magnetics (002056.SZ): It is expected that the North American market will provide a significant performance elasticity for the company in 2025.
On March 19, Gelonghui reported that Hengdian Group DMEGC Magnetics (002056.SZ) stated in a recent investor relations event that the North American market is expected to provide significant performance elasticity by 2025. However, changes in the subsidy policies for local manufacturing in the USA (such as ITC, PTC, IRA, etc.), as well as shifts in trade policies outside of the four Southeast Asian countries, may impact the profitability of the company's overseas bases. The company aims to maintain an advantage during policy changes by adhering to localized production and strict data management. Additionally, while continuously monitoring changes in USA policies, the company will also look for other potential investments globally in a timely manner.
Hengdian Group DMEGC Magnetics (002056.SZ): EMC filter components have been selected for targeted development and production by multiple Electric Vehicles companies.
On March 19, Ge Longhui reported that Hengdian Group DMEGC Magnetics (002056.SZ) recently stated during investor relations activities that EMC filtering devices are primarily used in Electric Machine drive systems, on-board charging systems (OBC), Battery management systems (BMS), DC-DC converters, Communications systems, etc., with an application value per vehicle ranging from 100 to 200 yuan. As of now, the company's EMC filtering devices have obtained targeted development and production from multiple Electric Vehicles manufacturers. As the relevant models from clients are ramped up, it will drive the continuous growth of the company's related module Business.
Hengdian Group DMEGC Magnetics (002056.SZ): Soft magnetic ferrite, Metal magnetic powder cores, amorphous nano-crystalline and other materials can be used in the power supply, sensing, transmission, and electrical conversion systems of Siasun Robot&Automa
On March 13, Gelonghui reported that Hengdian Group DMEGC Magnetics (002056.SZ) stated on the investor interaction platform that the company's soft magnetic ferrite, Metal magnetic powder core, and amorphous nanocrystals can be used in the power supply, sensing, transmission, and electric conversion systems of robots.
Some Hengdian Group DMEGC Magnetics Co. ,Ltd (SZSE:002056) Analysts Just Made A Major Cut To Next Year's Estimates
