Recently, Tesla's concept leader Yinlun shares (002126) have successively obtained two international automobile-related customer project designations, respectively from Europe and the United States, according to the company's customers**, during the life cycle, these two projects are expected to bring about 82.1 million euros and 41.76 million US dollars in sales to the company, at the same time, a few days ago, Yinlun shares just disclosed that the company's net profit in 2023 is expected to reach 5900 million yuan-6400 million yuan, a year-on-year increase of 5393%-66.98%。
On the evening of December 20, Yinlun Co., Ltd. announced that Shanghai Yinlun Heat Exchange System, a wholly-owned subsidiary of the company, recently received a fixed-point notice from a well-known European auto parts manufacturer, and the company obtained the customer's new energy vehicle air-conditioning box project designation, the project has a life cycle of 8 years, and is expected to start mass supply in May 2026, according to the customer, the life cycle, the estimated sales are about 82.1 million euros.
It is worth mentioning that just two days ago, that is, on the evening of December 18, Yinlun shares just disclosed that the company recently received a fixed-point notice from an electric vehicle manufacturer in the United States, and the company obtained the authorization of the customer's air-conditioning box project, the product is produced and supplied by the Mexican factory, the project life cycle is 5 years, and it is expected to start mass supply in September 2024, according to the customer, the expected sales during the life cycle are about 41.76 million US dollars.
For the above two projects, Yinlun shares said in the announcement that the fixed-point notice does not reflect the customer's final actual purchase volume, the estimated sales amount mentioned in the announcement is calculated by the company according to the estimated output provided by the customer combined with the estimated unit price, the actual supply volume may be affected by factors such as automobile industry policy, market demand and customer production plan, there is uncertainty, and the specific amount of order settlement shall prevail.
In addition, for the impact of obtaining the project designation on the company, Yinlun said that in recent years, the company has continuously enriched new energy products, formed a 1+4+N product system, and gradually built a relatively complete range of new energy thermal management products. Fully recognized in terms of cost and other aspects, the acquisition of the project has further expanded the market share and influence of new energy vehicle air-conditioning boxes, and is of great significance to the further expansion of new energy products in the European market.
According to the semi-annual report of Yinlun Co., Ltd. this year, the company focuses on the R&D, production and sales of thermal management products such as heat exchangers and automotive air conditioners between oil, water, gas and refrigerants, and has developed into a leading enterprise in the domestic automotive thermal management industry after more than 40 years of development. The field of thermal management of construction machinery and the field of thermal management of new energy passenger vehicles has established a strong competitive advantage, and is now gradually developing the field of thermal management of new energy commercial vehicles and the field of industrial and civil heat exchange.
In the first half of this year, the operating income of Yinlun shares was 526.2 billion yuan, a year-on-year increase of 3609%, net profit 28.6 billion yuan, a year-on-year increase of 11710%。New energy vehicle orders continued to release, operating income increased significantly year-on-year, profitability continued to improve, and the company's new energy business achieved sales revenue of 12 in the first half of the year7.6 billion yuan, a year-on-year increase of 6666%。
On December 18, Yinlun Co., Ltd. disclosed its 2023 performance forecast, saying that it is expected that the company's annual revenue will be 10.811 billion yuan, compared with 84.4 billion yuan in the same period last year800 million yuan, net profit of 5900 million yuan-6400 million yuan, a profit of 3 in the same period last year8.3 billion yuan, a year-on-year increase of 5393%~66.98%。
Regarding the expected increase in performance, Yinlun Co., Ltd. said that in 2023, the company will adhere to the three strategic directions of "accelerating internationalization, realizing technology leadership, and building comprehensive competitiveness". In terms of internationalization, the localized manufacturing bases in Europe and the United States were successfully put into operation, among which the Mexican factory achieved breakeven in the fourth quarter, laying a solid foundation for the overall profitability of Europe and the United States, and at the same time, with the help of the localization advantages of Europe and the United States, we will continue to expand new international customersIn terms of technology leadership, the new energy thermal management 1+4+N product has been highly recognized by customers, the orders in hand continue to increase, the market share continues to increase, the digital and energy thermal management business is rapidly expanded, and important orders continue to landIn addition, the company strictly controlled the expenses during the period to ensure that the expense ratio decreased year by year, and the net profit margin of sales continued to increase during the reporting period. 
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