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Pinggao Electric (600312.SH): Raw materials such as copper do not account for much of the company's total cost, and price increases have little impact on the company's overall production costs
Gelonghui, May 15 | Pinggao Electric (600312.SH) said on an interactive platform that the company's raw materials such as copper do not account for much of the company's total cost, and the price increase has had little impact on the company's overall production costs. The company closely monitors the raw material market situation, tracks and predicts its price trends, optimizes procurement channels in multiple dimensions, and reduces the impact of raw material fluctuations on daily operations.
Pinggao Electric (600312): Rapid performance growth in the first quarter is expected to benefit deeply from the acceleration of UHV construction
In 2023, revenue increased 19.44% year over year, and net profit to mother increased 284.47% year over year. In 2023, the company achieved revenue of 11.077 billion yuan, a year-on-year increase of 19.44%; a comprehensive gross profit margin of 21.38%, same as
Express News | Everbright Securities: Power grid investment continues to improve, and the performance of the main grid link is highly realized
Express News | Pinggao Electric: won a bid of about 946 million yuan for various national grid projects
Guoxin Securities: Domestic and foreign market demand is expected to increase month-on-month in 24Q2, and PV production schedules and operating rates are expected to improve
The Zhitong Finance App learned that Guoxin Securities released a research report saying that looking ahead to the second quarter, domestic and foreign market demand is expected to increase sequentially, production and operating rates in the photovoltaic industry are expected to improve, and profitability in glass, film, silver paste, etc. will remain stable; profit inflection points in silicon materials, silicon wafers, cells, components, thermal fields, quartz sand, and crucibles are still to be seen. Inverter companies are expected to usher in an improvement in shipment volume against the backdrop of European inventory removal nearing its end. Guoxin Securities's main opinion is as follows: Grid investment continues to be strong, driven by strong domestic and external demand resonance and strong overseas demand. The performance of power equipment companies in the first quarter of this year
Pinggao Electric (600312) 2024 Quarterly Report Review: Performance continues to be high, orders in hand are abundant, and the industry is booming
Core view The company released its report for the first quarter of 2024. 2024Q1 performance increased 52.69% year over year, continuing the high growth trend in 2023, and the high voltage sector is expected to contribute the main increase. 2024Q1 profitability continues
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