Changying Precision (300115.)SZ) disclosed its 2023 annual performance report on the evening of February 28, showing that the company achieved operating income of 137 for the whole year last year2.2 billion yuan, achieving an operating profit of 16.1 billion yuan, an increase of 655 over the same period of the previous year94%, of which the net profit attributable to shareholders of listed companies was 8,618 trillion, an increase of 103 over the same period last year37%。
According to the announcement, there are two main reasons for the substantial growth of Changying Precision's operating performance in 2023: first, the production capacity of the new energy component business continues to be released, and the capacity utilization rate has been improved; Second, exchange rate changes have had some positive impact on the company's performance.
Obviously, after several years of development, the new energy sector has developed into the main driving force for the growth of EPC's performance. In the future, with the further release of the company's new energy component production capacity deployed in Yibin, Sichuan, Zigong, Jiangsu, Ningde, Fujian and other places, the role of new energy components in promoting the company's performance may be more obvious.
As far as the industry is concerned, China's new energy vehicle market is still optimistic in the next few years. Ouyang Ming, an academician of the Chinese Academy of Sciences, recently publicly said that the share of new energy vehicles in China's automobile market will be close to 40% in 2024, close to 50% in 2025, and more than 50% in 2026, and new energy vehicles will occupy a dominant position in the market, and it is expected that by 2030, the number of new energy vehicles in China will reach 100 million, and the annual sales will reach 20 million, with a market share of more than 70%.
In addition to new energy, the recovery of the consumer electronics industry brought about by AI technology is expected to become another "engine" to drive the subsequent business growth of Changying Precision. The introduction of AI large-scale mobile phones has injected new vitality into the industry, promoted the emergence of new software and hardware, and is expected to reshape the business model and overall pattern of mobile phones and even the entire consumer electronics industry, and drive a new round of innovative growth in the consumer electronics industry chain. Tianfeng** believes that AI mobile phones may give rise to a new wave of smartphone replacement, bringing development opportunities for the smartphone industry with both volume and price.
As an important enterprise in the global consumer electronics industry chain, EPI has long been deployed in the field of AI-related hardware. According to Changying Precision in the interactive platform, the company is an important supplier of high-end PC products, AI has brought new opportunities to consumer electronics terminals, and the company has provided new intelligent terminal product components to the head AI companies.
EPI not only has industry-leading R&D capabilities and precision machining technology, but also has heavyweight customer resources such as Apple, Samsung, OPPO, vivo, Google, etc., and the company is expected to rely on its own advantages to be invincible in the future AI era.
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Original text**: Hebei Internet Radio and Television Station.