Lei Jianping on April 10
Sunwoda Electronics Co., Ltd. (stock code: 300207, stock abbreviation: Sunwoda) released its financial report today. According to the financial report, Sunwoda's revenue in 2023 will be 47.86 billion yuan, down 8.24% from 52.16 billion yuan in the same period last year.
Sunwoda's net profit in 2023 will be 1.076 billion yuan, an increase of 0.77% from 1.068 billion yuan in the same period of last year, and Sunwoda's net profit after deducting non-profits in 2023 will be 973 million yuan, an increase of 20.39% from 808 million yuan in the same period of last year.
Among them, Sunwoda's revenue in the fourth quarter of 2023 will be 13.543 billion yuan, with a net profit of 273 million yuan, and a net profit of 363 million yuan after deducting non-profits.
During the reporting period, the company was engaged in the R&D and manufacturing of lithium-ion batteries, and its main products were lithium-ion battery cells and modules, which belonged to the field of green and environmentally friendly energy. The lithium-ion battery industry is currently developing rapidly and is used in mobile phones, laptops, electric vehicles, wearable devices, power tools, electric two-wheelers, smart homes, energy Internet and energy storage. The company's products also cover lithium-ion batteries, power management systems, precision structural parts, intelligent manufacturing and other fields.
During the reporting period, the company's consumer battery business achieved revenue of 28.543 billion, accounting for 59.64% of the revenue.
1. Mobile phone digital business: During the reporting period, affected by the macroeconomic downturn, the supply side and demand side of the consumer electronics market were affected to varying degrees, and most of the end brand customers in the industry were in the destocking stage, resulting in a year-on-year decline in global smartphone shipments in 2023.
2. Notebook computer business: During the reporting period, due to the impact of the economic environment and the decline in consumer demand, global notebook computer shipments fell sharply. Despite the sluggish notebook market environment, the company's notebook business shipments still achieved steady growth compared with the same period last year.
3. Consumer cell business: In 2023, the consumer electronics market will recover from a downturn in the first half of the year to a recovery in the second half of the year, and the competition for battery cell products in the field of mobile phones and laptops will be fierce. In the case of increased technology and cost competition, the company's consumer cell business revenue has achieved stable growth. The customer base has fully covered domestic mainstream mobile phone customers and industry-leading notebook customers.
In 2023, Sunwoda will ship a total of 11.66GWh of power batteries, achieving a revenue of 10.795 billion yuan, accounting for 22.55% of the revenue.
Wang Mingwang and Wang Wei control a total of 26.54%
As of December 31, 2023, Wang Mingwang held 19.43% of the shares of Sunwoda, Wang Wei held 7.11% of the shares, Hong Kong Securities Clearing Co., Ltd. held 3.38% of the shares, and GF Fund Management Co., Ltd. - Social Security Fund 420 Portfolio held 1.67% of the shares;
As of December 31, 2023, Sunwoda's shareholding structure
Industrial and Commercial Bank of China Co., Ltd.-E Fund ChiNext ETF holds 1.08% of the shares, Wang Yu holds 1.07% of the shares, and Shanghai Pudong Development Bank Co., Ltd. - Invesco Chang New Energy Industry Equity Securities Investment Fund holds 1.07% of the shares.
Invesco Great Wall Fund - Chinese Life Insurance Co., Ltd. - Participating Insurance - Invesco Great Wall Fund China Life Growth Equity Portfolio Single Asset Management Plan (available for sale) holds 0.7%, China Construction Bank Corporation - Huaan ChiNext 50 ETF holds 0.66%, and Cai Di'e holds 0.65%.
Wang Mingwang and Wang Wei hold a total of 26.54% of the shares.
As of June 30, 2023, Wang Mingwang held 19.43% of the shares of Sunwoda, Wang Wei held 7.11% of the shares, Hong Kong Securities Clearing Co., Ltd. held 4.27% of the shares, and GF Fund Management Co., Ltd. - Social Security Fund 420 Portfolio held 1.67% of the shares;
Shanghai Pudong Development Bank Co., Ltd. - Invesco Chang New Energy Industry Equity Securities Investment Fund holds 1.1%, Wang Yu holds 1.07%, Invesco Great Wall Fund - Chinese Life Insurance Co., Ltd. - Participating Insurance - Invesco Great Wall Fund China Life Growth Equity Portfolio Single Asset Management Plan (available for sale) holds 0.85%, Chinese Life Insurance Co., Ltd. - Traditional - General Insurance Product 005LCT001 Shenzhen holds 0.98%.
As of June 30, 2023, Sunwoda's shareholding structure
Industrial and Commercial Bank of China Co., Ltd.-E Fund ChiNext ETF holds 0.86%, Industrial and Commercial Bank of China Co., Ltd.-GF Manufacturing Select Mixed Securities Investment Fund holds 0.85%, and Industrial and Commercial Bank of China Co., Ltd.-Caitong Asset Management Value Growth Mixed Securities Investment Fund holds 0.74%.
The comparison shows that the shareholding of Hong Kong Securities Clearing Co., Ltd. has declined.
As of today's close, Sunwoda's share price was 14.35 yuan, with a market value of 26.7 billion yuan.
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