Will Weakness in Anhui Anli Material Technology Co., Ltd.'s (SZSE:300218) Stock Prove Temporary Given Strong Fundamentals?
Anhui Anli Material Technology (300218.SZ): Currently has 44 dry and wet process and solvent-free production lines, with production capacity basically matching order demand.
On December 17, Gelonghui reported that Anhui Anli Material Technology (300218.SZ) recently stated in an investor relations event that the company currently has 44 dry and wet process and solvent-free production lines, and its production capacity is basically aligned with order demand. Due to the company's production model being single-order based, factors such as order structure, raw material supply, sample development, and the connection of production processes before and after will affect the company's capacity utilization, leading to fluctuations.
Anhui Anli Material Technology (300218.SZ): Is actively strengthening interactions with Adidas and its factories, expecting to achieve a certain volume of production by 2025.
Gelonghui, December 17 – Anhui Anli Material Technology (300218.SZ) stated in a recent investor relations activity that the company is actively strengthening interactions with Adidas and its factories, currently in the product development verification phase, and expects to achieve a certain level of production by 2025.
Anhui Anli Material Technology (300218.SZ): In the first three quarters, the revenue from advantageous categories such as functional footwear materials and sofa furniture accounted for about 70%.
On December 17, Gelonghui reported that Anhui Anli Material Technology (300218.SZ) recently stated in an investor relations activity that the company's core Business is based on the "2+2" categories. In the first three quarters of 2024, the income share from advantageous categories such as functional shoe materials and sofa home furnishings is about 70%, the income share from emerging categories like Automotive interior and electronic products is about 20%; Other cultivated categories such as Sports equipment and engineering decoration together account for about 10%.
Anhui Anli Material Technology (300218.SZ): In 2023, the revenue from exports and overseas subsidiaries accounted for 39.03% of the total revenue.
On December 10, Gelonghui reported that Anhui Anli Material Technology (300218.SZ) stated on the investor interaction platform that in 2023, the revenue from exports and overseas subsidiaries accounted for 39.03% of total revenue; among this, the revenue from direct exports to the usa accounted for about 4.6%, and the revenue from direct exports to europe accounted for about 2.2%, which represents a small proportion of the company's total revenue and does not significantly impact the company's operational performance; statistics for indirect exports to the usa and europe are currently unavailable. Additionally, the company’s holding subsidiary, Anli Vietnam, has commenced operation, serving as an important platform for the company to avoid international trade risks, strengthen its position, and promote development.
Anhui Anli Material Technology (300218.SZ): Eco-functional polyurethane synthetic leather and composites are applied in fields such as military and police boots.
Gelonghui, November 18th丨 Anhui Anli Material Technology (300218.SZ) stated on the investor interaction platform that the company's main products, ecological functional polyurethane synthetic leather and composite materials, are applied in fields such as military and police boots, but the current order volume is small, accounting for a minor proportion of the company's revenue.
Anhui Anli Material Technology (300218.SZ): Currently, the business has not yet involved in the humanoid robot skin field.
Gelonghui November 18, Anhui Anli Material Technology (300218.SZ) stated on the investor interaction platform that the company's current business does not involve the field of human-like robot skin at this stage.
Anhui Anli Material Technology (300218.SZ): Currently, the overall order situation is stable, and the capacity utilization rate is at a good level.
GLEENetwork, November 7th Anhui Anli Material Technology (300218.SZ) accepted a specific object survey on November 6, 2024, regarding the "current production capacity utilization of the company?" The company stated that the products have a wide range of applications, diverse demands from downstream customers, and operate with a sales-driven, order-oriented operation model. Currently, the overall orders are stable, and the production capacity utilization is at a good level.
Anhui Anli Material Technology (300218.SZ): actively contacting and expanding cooperation with brands such as Lenovo, Google, OPPO, Vivo, Honor, etc.
Gelonghui, November 7 | Anhui Anli Material Technology (300218.SZ) accepted a specific object survey on November 6, 2024, regarding the "customer structure in the company's electronic product field." The company stated that electronic products are one of the company's emerging categories. Currently, the company covers a number of well-known domestic and foreign consumer electronics brands with some terminal products and accessories, accumulating certain advantages. The company is a core supplier of Apple in the USA, deepening cooperation; stable cooperation with Samsung and Beats, with new projects in the development and mass production stage; actively contacting and expanding brands such as Lenovo, Google, OPPO, vivo, and Honor.
Anhui Anli Material Technology (300218.SZ): The proportion of direct exports to the USA is relatively small.
November 7th, Anhui Anli Material Technology (300218.SZ) accepted a specific survey on November 6, 2024, regarding the impact of "USA's imposition of tariffs on China". The company stated that direct exports to the USA account for a small proportion; if tariffs are imposed, Anli Vietnam will be more conducive to actively resolving the tariff risks brought about by international trade conflicts.
Anhui Anli Material Technology (300218.SZ): Positioned in the mid-to-high-end market, its products cover parts of terminal products and accessories from many well-known domestic and foreign consumer electronics brands.
Gelonghui November 5th | Anhui Anli Material Technology (300218.SZ) stated on the investor interaction platform that the company is positioned in the middle to high-end market. Its products cover a wide range of domestic and foreign well-known consumer electronics brands, including some end products and accessories used in keyboards, tablet protective cases, headphones, wireless chargers, and foldable phone bodies. For specific brand terminal application product information, please refer to their official releases. The company's gross margin varies for different customers and different products, so it cannot be generalized. In general, the gross margin of the company's electronic products category is higher than that of regular products.
Amway Shares: Report for the third quarter of 2024
Anhui Anli Material Technology (300218.SZ) released a forecast of net income for the first three quarters of 0.145 billion yuan to 0.155 billion yuan, a year-on-year increase of 248.3% to 272.32%.
Anhui Anli Material Technology (300218.SZ) released the performance forecast for the first three quarters of 2024, and the company expects the attributable ...
Amway shares: performance forecast for the first three quarters of 2024
Anhui Anli Material Technology Co., Ltd. (SZSE:300218) Stock Rockets 39% But Many Are Still Ignoring The Company
Anhui Anli Material Technology (300218.SZ): The overall development and marketing of the company's TPU is in line with the planned expectations.
On October 9th, Anhui Anli Material Technology (300218.SZ) stated when receiving specific object research that TPU is a new driving force for industry development, can be applied in fields such as functional shoe materials, electronic products, and sports equipment, and is one of the important growth points for the company this year and in the future. Currently, the company is expanding the application of TPU products in the category of functional shoe materials. Apple, Asics, Anta, Xtep, as well as Nike, Decathlon's TPU usage is stable or increasing; Puma, 361 Degrees, China Dongxiang are in the initial stages and project development; Li Ning, Peak, are in progress. The company's TPU development and marketing.
anhui anli material technology (300218.SZ): As of August, Anli's production in Vietnam has increased to more than 300,000 meters per month, with reduced losses.
On October 9, Gelonhui reported that Anhui Anli Material Technology (300218.SZ) indicated during a specific target survey that as of August, Anli's production in Vietnam has increased to over 300,000 meters per month, with reduced losses. The company hopes that Anli Vietnam will reach the breakeven production level as soon as possible, break even in the fourth quarter, and achieve a reduced loss in 2024 compared to the previous year. At the same time, actively promote the construction of the remaining 2 production lines, plan to commission them by the end of 2024, and start production in the first half of 2025.
Anhui Anli Material Technology (300218.SZ): The average unit price of the company is steadily increasing, with a higher proportion of high-priced products such as sports, electronics, and autos.
October 9th, Anhui Anli Material Technology (300218.SZ) stated during a specific research session that the average unit price of the company is steadily increasing. The proportion of high unit price products such as sports, electronics, and autos has increased, reflecting the improvement in the company's product and customer structure. The initial results of transformation and upgrading are becoming apparent, with competitive advantages becoming evident.
Anhui Anli Material Technology (300218.SZ): Continuing the good trend since the first half of the year in the third quarter, the operation situation is steadily progressing and improving.
Gelonghui October 9th, Anhui Anli Material Technology (300218.SZ) stated during a specific survey that the company continued its good momentum since the first half of the year in the third quarter, with steady and positive operations. In the first half of 2024, the company's forex gains were approximately over 4 million yuan. The company is currently adopting a neutral forex management strategy, striving to balance forex assets and liabilities, as well as timely choosing the right timing for forex transactions to reduce financial risks brought by exchange rate fluctuations.
Anhui Anli Material Technology's (SZSE:300218) 21% CAGR Outpaced the Company's Earnings Growth Over the Same Five-year Period