Dunan Environment (002011.SZ): No plans to increase holdings have been received from the controlling shareholder
On May 8, Gelonghui | Dunan Environment (002011.SZ) said on the investor interactive platform that the company has not yet received a plan to increase its holdings from the controlling shareholder. If the controlling shareholder has relevant plans, the company will promptly fulfill its obligation to disclose information in accordance with laws and regulations.
Dunan Environment (002011): Q1 refrigeration grows steadily, and Steam Zero looks forward to releasing elasticity in the future
Core view The company released its 2024 quarterly report, and achieved revenue of 2,626 billion yuan in 24Q1, an increase of 7.31% over the previous year. The revenue performance was basically in line with expectations. 24Q1 achieved net profit attributable to parent company of 208 million
Dunan Environment (002011): Auto Zero Continues to Grow
The company disclosed its 2024 quarterly report: 24Q1: revenue of 2.6 billion yuan (+7.3%), net income of 210 million (+29%), deducted not 2.0 (+14%). Revenue: Gas-Zero will maintain a high increase. We expect 24Q1 to have zero steam heat
Dunan Environment (002011): Profitability of zero emissions has increased significantly
Event: The company released its 2023 annual report and 2024 quarterly report. In 2023, the company achieved revenue of 11.38 billion yuan, +11.5% year-on-year. Achieved net profit of 740 million yuan to mother, -11.5% year-on-year.
Southwest Securities released a research report on April 22 stating that it gave Dunan Environment (002011.SZ) a holding rating. The main reasons for the rating include: 1) gradually increasing the share of cooling allocations and actively developing the
Southwest Securities released a research report on April 22 stating that it gave Dunan Environment (002011.SZ) a holding rating. The main reasons for the rating include: 1) gradually increasing the share of cooling allocations and actively developing the automotive heat management business; 2) the gross margin of refrigeration accessories has improved significantly and the cost ratio has remained stable; 3) 24Q1 household air conditioners are booming, and the gross margin is structurally declining; 4) seizing trade-in opportunities and upgrading the product structure to improve profitability. (Mainichi Keizai Shimbun)
Pacific released a research report on April 22 stating that it gave Dunan Environment (002011.SZ) a purchase rating. The main reasons for the rating include: 1) steady revenue performance in 2023Q4 and 2024Q1, and the growth rate of the automotive thermal
Pacific released a research report on April 22 stating that it gave Dunan Environment (002011.SZ) a purchase rating. The main reasons for the rating include: 1) steady revenue performance in 2023Q4 and 2024Q1, and the growth rate of the automotive thermal management business is impressive; 2) 2023Q4 and 2024Q1 net interest rates increased slightly, increasing sales investment to enable long-term development; 3) Continued deep cultivation in the refrigeration sector, enabling increased profitability. (Mainichi Keizai Shimbun)
Dunan Environment (002011): Stable revenue and continued improvement in profitability in 2024Q1
2024Q1 profit increase, optimistic about structural adjustment and improved profit+zero zero growth. Maintaining the “buy” rating, the company achieved revenue of 11.382 billion yuan (+11.5%) in 2023, and net profit of 738 million yuan to mother (-
Dunan Environment (002011): Profitability is improving quarterly, and automotive thermal management is expected to increase
Incident: Dunan Environment released the 2023 Annual Report and the 2024 Quarterly Report, with 2023 operating revenue of 11.38 billion yuan (+11.5% YoY) and net profit to mother of 740 million yuan (-11.5% YoY); 20
Tianfeng Securities released a research report on April 21 stating that it maintains the Dunan Environment (002011.SZ) purchase rating. The main reasons for the rating include: 1) steady growth in the main business and continued high growth in the automot
Tianfeng Securities released a research report on April 21 stating that it maintains the Dunan Environment (002011.SZ) purchase rating. The main reasons for the rating include: 1) steady growth in the main business and continued high growth in the automotive thermal management business; 2) significant improvement in operating quality and efficiency. (Mainichi Keizai Shimbun)
Earnings Report: Zhejiang Dun'an Artificial Environment Co., Ltd Missed Revenue Estimates By 10%
Shareholders might have noticed that Zhejiang Dun'an Artificial Environment Co., Ltd (SZSE:002011) filed its quarterly result this time last week. The early response was not positive, with shares down
Dunan Environment (002011): Thermal management business increases rapidly and profitability continues to improve
Incident: Dun An Environmental released its 2023 Annual Report and 2024 Quarterly Report. The company achieved revenue of 11.38 billion yuan in 2023, YoY +11.5%, and realized net profit of 740 million yuan to mother, YoY - 11.5 million yuan
Dunan Environment (002011): Steady income and continuous physical fitness growth
The company announced 2023 and 24Q1 results: 24Q1: revenue of 2.63 billion yuan (+7.3%), income of 210 million (+28.9%), deducted not 200 million (+13.9%)? 23Q4: Revenue 2
Cinda Securities released a research report on April 19 stating that it gave Dunan Environment (002011.SZ) a purchase rating. The main reasons for the rating include: 1) domestic sales grew rapidly in 23, and gross margin of thermal management increased b
Cinda Securities released a research report on April 19 stating that it gave Dunan Environment (002011.SZ) a purchase rating. The main reasons for the rating include: 1) domestic sales grew rapidly in 23, and gross margin of thermal management increased by 4.80 pct; 2) non-recurring profit and loss affected profit performance in 23, and gross margin in 24Q1 was under pressure in the short term; 3) net operating cash flow increased dramatically and inventory levels increased slightly; 4) steady growth and structural adjustment, and expectations for thermal management business volume. (Mainichi Keizai Shimbun)
Dunan Environment (002011): Steady growth in revenue and continuous improvement in profits
Core idea: The company discloses its 2023 annual report. Achieved annual revenue of 11.38 billion yuan (YoY +11.5%), net profit attributable to mother of 740 million yuan (YoY -11.5%), after deducting non-caliber 82 billion yuan (Yo
Dunan Environment (002011): The main refrigeration industry continues to refine its production to zero and rapidly release steam
Incident: The company released its 2023 annual report and 2024 quarterly report. In 2023, the company achieved revenue of 11.38 billion yuan, an increase of 12.2% over the previous year; achieved net profit of 740 million yuan, -12% year-on-year; realized deductions
Dunan Environment (002011.SZ): 2023 net profit of 738 million yuan decreased by 11.50% year-on-year
Gelonghui, April 18 | Dunan Environment (002011.SZ) released its 2023 annual report. In 2023, the company achieved operating income of 11.382 billion yuan, up 11.50% year on year; net profit attributable to shareholders of listed companies was 738 million yuan, down 11.50% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 821 million yuan, up 78.08% year on year; basic earnings per share were 0.70 yuan.
Dunan Environment (002011): Stable refrigeration and zero gas emissions in 23 years
Net profit after deduction in 2023 was +78.1%, maintaining the disclosure of the 2023 annual report and quarterly report of the purchasing company. In 23, the company's revenue/net profit attributable to mother was +11.5%/-11.
CICC: The industry boom continues, and the revenue/net profit of major home appliance companies is expected to be +8%/+11% YoY in 1Q24
CICC pointed out that the domestic sales and export boom of 1Q24 air conditioners were excellent, driving the year-on-year growth in the performance of related leading and upstream industry chain companies, continuing the 4Q23 industry boom and leading performance growth trend.
Dunan Environmental (002011) In-depth Report: Focus on the main refrigeration industry to explore the blue ocean market for thermal management
Key investment points: refocus on the main business and get out of financial difficulties. Beginning in 2018, Dunan Environmental gradually divested non-core businesses and refocused on the refrigeration business. From 2021 to 2022, Gree Electric joined the Dun An environment to help the company resolve its debts
Dunan Environment (002011): The second growth curve of global integrated heating management for HVAC valves
Investment Proposals We believe that the competitive advantage of the company's HVAC accessories is expected to expand from household air conditioners to global central air conditioners and heat pumps; the company has technological and technical advantages in heat management to rapidly expand the heat management business; the company benefits from the empowerment of major shareholders and history
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