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Express News | SDIC Securities: Continued optimism about the new shipbuilding cycle
China Power (600482.SH): The company completed small-batch trial production of sodium-ion 18650 and 26700 model batteries
Gelonghui, May 9丨China Dynamics (600482.SH) said on an interactive platform that 1. The company has completed small-batch trial production of sodium-ion 18650 and 26700 models of batteries, and their performance is at the advanced level of the industry. 2. In 2023, the company successively obtained more than 10 energy storage projects. The total project scale reached about 1.64 GWh. In 2023, the energy storage business achieved revenue of 1.19 billion yuan, an increase of 1033% over the previous year; a new contract was signed of 1,772 billion yuan, an increase of 622% over the previous year.
China Power (600482.SH): Involves some products related to the low-altitude economy
Gelonghui, May 9丨China Dynamics (600482.SH) said on an interactive platform that the company is involved in some products related to the low-altitude economy, such as batteries for drones.
China Dynamics (600482.SH): The marine sector has benefited from the recovery of the shipping market, and orders have shown a rapid growth trend in recent years
Gelonghui, May 9丨China Dynamics (600482.SH) said on an interactive platform that the shipbuilding and marine sector of the company's three major business segments has benefited from the recovery of the shipping market, and orders have shown a rapid growth trend in recent years.
China Power (600482.SH): The low-speed diesel engine business is currently at full production
Gelonghui, May 9 | China Power (600482.SH) said on an interactive platform that 1. The company's low-speed diesel engine business is currently in full production, and the expected production in '24 is not much different from '23. 2. The company's medium- and high-speed diesel engines are mainly used in the main and auxiliary engines of various naval ships, ocean-going ships, and land-based power plant generator sets. Among them, the company's products are in a leading position in the field of naval vessels. 3. Longjiang Guanghan's trusteeship is management trusteeship, which aims to resolve potential competition issues in the industry. Currently, its operation is unstable, and the company will continue to monitor the relevant situation.
China Power (600482): Low-speed diesel engines, the leading marine power system, have risen sharply in volume and price
Core view: Event: The company announced the 2023 Annual Report and the 2024 First Quarter Report. In 2023, the company achieved operating income of 45.103 billion yuan (YOY +17.82%) and realized net profit to mother 7.
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