002518 Shenzhen Kstar Science & Technology
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Shenzhen Kstar Science & Technology News
Tianfeng Securities released a research report on April 28 stating that it gave Kostar (002518.SZ) a purchase rating. The main reasons for the rating include: 1) the backlog of downstream inventory in the overseas household storage business, and fluctuati
Tianfeng Securities released a research report on April 28 stating that it gave Kostar (002518.SZ) a purchase rating. The main reasons for the rating include: 1) the backlog of downstream inventory in the overseas household storage business, and fluctuations in market demand will affect 2024Q1 performance; 2) the 2023 business spin-off; 3) data center product development has evolved with the times, and the energy storage business is affected by downstream customer inventories. (Mainichi Keizai Shimbun)
Costa (002518): Data center layout keeps pace with the times, new energy looks at multi-dimensional development of multiple products
Downstream inventory backlog in overseas household storage business, fluctuations in market demand affect 24Q1 performance, achieving revenue of 5.44 billion yuan in 2023, yoy +23.6%; net profit to mother of 845 million yuan, yoy +28.8%; deduction
Costa (002518): 1Q24 results are basically in line with expectations and wait for downstream energy storage demand to pick up
The performance is basically in line with our expectations for 1Q24: revenue of 830 million yuan, -41% YoY /-39%; net profit to mother of 130 million yuan, -42% YoY /-13% YoY; net profit without return to mother 1.
Costa (002518.SZ): Net profit of 134 million yuan in the first quarter decreased by 42.48% year on year
On April 25, Ge Longhui (002518.SZ) released its report for the first quarter of 2024. Operating revenue for the reporting period was 831 million yuan, down 40.75% year on year; net profit attributable to shareholders of listed companies was 134 million yuan, down 42.48% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 1.16, down 48.61% year on year; basic earnings per share were 0.23 yuan.
Costa (002518): Energy storage delivery in 23 fell short of expectations due to overseas inventories, and is optimistic about data center growth in 24
Key investment events: The company released its 2023 annual report, and achieved revenue of 5.44 billion yuan in 2023, an increase of 23.61%; net profit to mother was 845 million yuan, an increase of 28.79%. Of which 2023Q4 revenue
Dongwu Securities released a research report on April 17 stating that it gave Kostar (002518.SZ) a purchase rating. The main reasons for the rating include: 1) energy storage delivery fell short of expectations in 23 due to overseas household storage inve
Dongwu Securities released a research report on April 17 stating that it gave Kostar (002518.SZ) a purchase rating. The main reasons for the rating include: 1) energy storage delivery fell short of expectations in 23 due to overseas household storage inventories, and charging piles doubled; 2) data centers took advantage of high growth and active layout to achieve breakthroughs in various fields; 3) the 23Q4 fee rate increased sequentially, and order preparation led to an increase in inventory throughout the year. (Mainichi Keizai Shimbun)
Corstar (002518): 23 years of collaborative development of optical storage and charging, volume improvement
Revenue in 2023 and net profit to mother increased year-on-year. In 2023, the company achieved revenue of 5.440 billion yuan, +23.6% year on year; net profit to mother was 845 million yuan, +28.8% year on year, less 818 million yuan, same
Costa (002518): 23-year results are in line with expectations, waiting for the downstream energy storage boom to pick up
The 2023 results are basically in line with our expectations. The company announced its 2023 results: the company achieved operating income of 5.440 billion yuan, +23.6% year-on-year, and realized net profit of 845 million yuan, +28.8% year-on-year.
Costa (002518.SZ): Net profit for 2023 increased by 28.79% to 845 million yuan, and plans to distribute 10 to 4.5 yuan
Gelonghui, April 15, 丨 Costa (002518.SZ) announced its 2023 annual report. In 2023, the company achieved operating income of 5.439.6 billion yuan, up 23.61% year on year; net profit attributable to shareholders of listed companies was 845 million yuan, up 28.79% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 818 million yuan, up 34.46% year on year; basic income per share was 1.45 yuan; it plans to distribute a cash dividend of 4.5 yuan (tax included) to all shareholders for every 10 shares.
Costa (002518): Data center profits double, Q4 inventory improved month-on-month
Performance Overview On April 15, the company disclosed its annual report. In 2023, it achieved revenue of 5.440 billion yuan, an increase of 23.6% over the previous year, and realized net profit of 845 million yuan, an increase of 28.8% over the previous year. Among them, Q4 implements
Costa (002518.SZ): As of March 8, 2024, the number of shareholders in the company was approximately 75,000
Gelonghui, March 18, 丨 Costa (002518.SZ) said on the investor interactive platform that as of March 8, 2024, the number of shareholders of the company was about 75,000.
Costa (002518.SZ): Application to issue shares to specific targets received an inquiry letter from the Shenzhen Stock Exchange
Gelonghui, March 11, 丨 Costa (002518.SZ) announced that on March 8, 2024, the company received the “Audit Inquiry Letter on Shenzhen Keshida Technology Co., Ltd.'s Application to Issue Shares to Specific Targets” (Audit Letter (2024) No. 120008) issued by the Shenzhen Stock Exchange. The listing review agency of the Shenzhen Stock Exchange reviewed the application documents submitted by the company to issue shares to specific targets and formed review questions. The company will work with relevant intermediaries to implement and promptly submit responses to the “Audit Inquiry Letter” in accordance with the requirements of the “Audit Inquiry Letter”. The content of the response will be approved
Guojin Securities: Lithium carbonate prices are stabilizing, and demand for energy storage is expected to explode quarterly
The Zhitong Finance App learned that Guojin Securities released a research report saying that recently, lithium carbonate prices and energy storage system tender prices are running steadily at an overall low level, providing favorable conditions for the release of energy storage demand throughout the year. Although demand is currently in the low season, domestic energy storage tenders from January to January and the US still more than doubled. With the gradual implementation of future global interest rate reduction policies, energy storage demand is expected to explode quarterly. Key recommendations: 1) Under the price reduction cycle for raw materials such as silicon and lithium carbonate, volume and profit can be realized with high flexibility in the Sunshine storage industry chain. Power supply (300274. SZ), Artes (68
Guojin Securities: Energy storage in China and the US has achieved a good start, and energy storage demand is expected to explode quarterly
Guojin Securities believes that with the gradual implementation of future global interest rate cut policies, demand for energy storage is expected to explode quarterly.
Costa (002518.SZ): The charging pile business does not account for a high proportion of the company's total revenue, but the growth rate is relatively fast
Gelonghui, January 31 | An investor asked Costa (002518.SZ) on the investor interactive platform, “Please ask how much of your company's charging pile business revenue accounts for your company's total revenue, whether it will continue to build new charging piles this year, how much it is expected to build, how much investment, and what cities to focus on.” The company replied that the company's charging pile business does not account for a high proportion of the company's total revenue, but the growth rate is fast; the company is currently increasing overseas charging pile certification, and the company will expand the charging pile business according to market demand, customer needs, and certification conditions.
Costa (002518.SZ): As of January 19, 2024, the number of shareholders of the company is about 80,000
On January 23, Gelonghui (002518.SZ) said on the investor interactive platform that as of January 19, 2024, the number of shareholders of the company was about 80,000.
Costa (002518.SZ): Data center temperature control products already have liquid cooling technology and products
Gelonghui, January 16丨An investor asked Costa (002518.SZ) on the investor interactive platform, “Can your company's liquid cooling hardware equipment be used for big data center construction? The company participated in the construction of which data center projects. Are there any plans to increase investment in related R&D in the future?” The company replied that the company's data center temperature control products already have liquid cooling technology and products; the company has successfully delivered and implemented data center projects such as the Bank of China Head Office and the Wudang Mountain Yungu Big Data Center; the company will continue to increase investment in big data software and hardware technology such as liquid cooling and temperature control in the data center.
Huawei's 2024 smart photovoltaic press conference is about to be held, agencies say the industry is expected to pick up overall
① On January 24, Huawei will release the top ten trends in 2024 smart photovoltaics, proposing the development direction of innovative technologies such as power electronics technology, energy storage technology, full-life cycle digitalization, and safety to support the high-quality development of the photovoltaic industry. ② Guoyuan Securities Research Report points out that, driven by the trend of reducing costs and increasing efficiency in the industrial chain, demand for terminals in the photovoltaic industry will be strong in 2024. It is expected to escape the dilemma of low valuation and the overall recovery of the industry.
Costa (002518.SZ): Some energy storage products have obtained US UL and other certifications
Gelonghui January 3 丨 An investor asked Costa (002518.SZ) on the investor interactive platform, “What step has your company's products been certified in the US?” The company replied that some of the company's energy storage products have obtained US UL certification, etc., and the company will increase sales efforts in the region later.
Costa (002518.SZ): Charging pile business includes fast charging stations and charging modules
Gelonghui, December 28 | Costa (002518.SZ) said on the investor interactive platform that the company's charging pile business includes fast charging piles and charging modules. The technology is mature and has been widely used in the market. Currently, conventional power is 120/160/180/200KW, etc., which can reach up to 720KW.
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