Express News | Dongfang Electric Heating: The company's demand for pre-plated nickel materials in the consumer sector is gradually rising
Dongfang Electric Heating (300217): Stable improvement of short-term revenue pressure structure
Introduction to this report: The company's 24Q1 performance is in line with expectations. The revenue side of PTC's new energy equipment and home appliances is under pressure due to the pace of revenue recognition. It is expected that subsequent pressure will gradually ease, and profitability will continue to improve due to structural improvements. Investment Highlights: Investments
Dongfang Electric Heating (300217): New energy business drives profit increase, and pre-nickel plating business is under pressure in the short term
The 2023 results are lower than our expectations. The company announced the 2023 results: 2023 revenue of 4.106 billion yuan, +7.5% year over year; net profit to mother of 644 million yuan, +113.3% year over year; corresponding to 4Q2
Express News | Dongfang Electric Heating: Net profit of 857.477 million yuan in the first quarter increased 27.14% year over year
Dongfang Electric Heating (300217): Short-term demand pressure structural improvements drive profit growth
Investment advice: Maintain profit forecasts and “gain” ratings. We are maintaining our 24-25 profit forecast and adding a 26-year forecast. The company's net profit for 24-26 is estimated to be 468/58/ 623 million yuan
Express News | Dongfang Electric Heating: The new energy sector business is in the development phase, and the company formulates a profit distribution plan after comprehensive consideration
Dongfang Electric Heating (300217) 23rd Annual Report Review: PTC Product Structure Optimization Waiting for Pre-Plated Nickel Release
Performance Overview On April 22, the company released its 23rd annual report. The company's revenue in '23 was 4.11 billion yuan, +7.5% year-on-year, net profit attributable to mother was 640 million yuan, +113% year-on-year, net profit after deducting non-return to mother of 40 million yuan, same as
Express News | Dongfang Electric Heating: Net profit due to mother in 2023 was 644 million yuan, an increase of 113.28% year-on-year
Dongfang Electric Heating (300217.SZ): Customers with pre-nickel plating materials include Haishida, Changhong Energy, etc.
Gelonghui, April 12 | Dongfang Electric Heating (300217.SZ) said on the investor interactive platform that up to now, the company's customers for pre-plated nickel materials include Haishida, Haijin Duman, Changhong Energy, and Wuxi Jinyang.
Dongfang Electric Heating (300217.SZ): Pre-nickel-plated materials can be used for cylindrical batteries with different media shapes, including solid-state batteries
Gelonghui, April 12 | Dongfang Electric Heating (300217.SZ) said on the investor interactive platform that the pre-nickel materials produced by the company can be used for cylindrical batteries with different media shapes, including solid-state batteries.
Dongfang Electric Heating (300217.SZ): Will actively connect with companies and research institutes with solid state battery research plans
Gelonghui, April 10 | Dongfang Electric Heating (300217.SZ) said on the investor interactive platform that the company will actively contact enterprises and research institutes with solid state battery research plans, take the initiative, and provide materials for verification.
Dongfang Electric Heating (300217.SZ): Produced pre-nickel-plated materials can be used for cylindrical batteries with different media shapes
Gelonghui, April 3: An investor asked Dongfang Electric Heating (300217.SZ) on the investor interactive platform, “Does your company have developed materials or technology for solid-state battery-related applications?” The company replied that the pre-plated nickel-plated materials produced by the company can be used for cylindrical batteries of different media types, including solid-state batteries.
Dongfang Electric Heating (300217.SZ): The company's “pre-nickel-plated steel baseband project with an annual output of 20,000 tons of lithium batteries” has been completed and can be mass-produced
Gelonghui, April 3 | Dongfang Electric Heating (300217.SZ) said on the investor interactive platform that this year is expected to be the first year for large cylindrical batteries. Thank you! Furthermore, up to now, the company's “pre-nickel-plated steel base belt project with an annual output of 20,000 tons of lithium batteries” has been completed and can be mass-produced.
Dongfang Electric Heating (300217): Significant month-on-month improvement in 24Q1 operations
Introduction to this report: The company released the 2023 performance report and 24Q1 performance forecast. 24Q1 operations improved significantly, and the performance growth rate is expected to exceed expectations. Key investment points: Adjust the profit forecast for 23 years and maintain the target price. According to the company's 23 years
Express News | Dongfang Electric Heating: Net profit forecast for the first quarter of 2024 increased by 11.20%-42.34%
Dongfang Electric Heating (300217.SZ): Electric heaters for large aircraft tests produced by Zhenjiang Dongfang are mainly used for wind tunnel tests
Gelonghui March 15 丨 An investor asked Dongfang Electric Heating (300217.SZ) on the investor interactive platform, “Electric heaters for testing large aircraft produced by Zhenjiang Dongfang, a wholly-owned subsidiary of the company, have received many orders. Can you explain the relevant situation? Can this product be used in flying cars?” The company replied that the electric heaters for large aircraft tests produced by Zhenjiang Dongfang, a wholly-owned subsidiary of the company, are mainly used for wind tunnel tests, and this product cannot be used in flying cars.
Dongfang Electric Heating (300217.SZ): The “Pre-coated Lithium Battery Steel Base Belt Project with an Annual Output of 20,000 Tons” has been put into operation and has produced qualified pre-plated nickel-plated products
Gelonghui March 13 丨 An investor asked Dongfang Electric Heating (300217.SZ) on the investor interactive platform, “Has your company put into operation a continuous annealing production line? What is the current production, operation and sales situation? Can you announce it to the public?” The company replied that the company's “pre-nickel-plated lithium battery steel base belt project with an annual output of 20,000 tons” has been put into operation and has produced qualified pre-plated nickel-plated products. In the future, if there are any orders in the pre-nickel plating materials business that meet the information disclosure standards, the company will promptly disclose them.
Express News | More than 10 listed companies responded to Lihang Technology's announcement that there is no low-altitude economy or flying car-related business, saying that there is currently no business revenue from the low-altitude economy sector
Dongfang Electric Heating (300217.SZ): No development or production of flying car-related products
Gelonghui March 12 | Dongfang Electric Heating (300217.SZ) said on the investor interactive platform that up to now, the company has not developed or produced flying car-related products.
Dongfang Electric Heating (300217.SZ): Produced pre-nickel-plated materials can be used for cylindrical batteries of different media
Gelonghui March 7 丨 Some investors asked Dongfang Electric Heating (300217.SZ) on the investor interactive platform, “Is it in the solid-state battery-related industry chain?” The company replied that the pre-nickel-plated materials produced by the company can be used for cylindrical batteries of different media. Whether solid-state batteries use pre-nickel-nickel materials produced by the company depends on the company's wishes.
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