Kosen Technology: HnB Cov Qauv Txheej Txheem Kev Lag Luam Tsim Nyog, Cov Nroj Tsuag Tshiab hauv Nyab Laj Muab Tso Rau Hauv Lub Xya Hli

Kosen Technology: HnB qhov chaw ua lag luam txhim kho tsis tu ncua, cog tshiab hauv Nyab Laj muab tso rau hauv kev tsim khoom thaum Lub Xya Hli

Thaum Lub Xya Hli 12, Kunshan Kesen Technology Co., Ltd. (603626) tau tshaj tawm "Tau Tshaj Tawm Txog Kev Tshaj Tawm Txog Kev Tshaj Tawm Txog Kev Tshawb Fawb Txog Kev Ua Haujlwm ntawm 2023 Daim Ntawv Qhia Txhua Xyoo", qhia txog lub tuam txhab kev teeb tsa thiab kev ua lag luam tam sim no hauv kev lag luam HnB. Kesen Technology tau tshaj tawm tias nws tau koom tes nrog Technocom Systems Sdn. Bhd. txij li xyoo 2021 los muab cov khoom siv hluav taws xob tsis kub tsis kub e-luam yeeb, thiab nws cov lag luam ntim tau nce xyoo los ntawm xyoo. Tsis tas li ntawd, cov nroj tsuag tshiab hauv Nyab Laj yuav tsum tau muab tso rau hauv kev siv thaum Lub Xya Hli 2024, nrog cov nyiaj tau los txhua xyoo yuav tsum ncav cuag 60 lab yuan.

 

Thaum Lub Xya Hli 12, Kunshan Kesen Technology Co., Ltd. (603626, hereinafter hu ua "Kesen Technology") tau tshaj tawm "Kev Tshaj Tawm Tshaj Tawm ntawm Cov Ntaub Ntawv Tshaj Tawm Kev Saib Xyuas Kev Ua Haujlwm ntawm 2023 Daim Ntawv Qhia Txhua Xyoo". Yav dhau los, tsab ntawv ua haujlwm tshaj tawm los ntawm Shanghai Tshuag Txauv xav kom Kesen Technology txheeb xyuas thiab teb rau rau qhov teeb meem ib los ntawm ib qho. Ob qhov tseem ceeb tau sau tseg tias hauv nws cov lus teb, Kesen Technology tau qhia txog lub tuam txhab kev teeb tsa thiab kev ua lag luam tam sim no hauv kev lag luam luam yeeb kub tsis kub (HnB).

 

HnB qhov chaw ua lag luam txhim kho tsis tu ncua

 

Raws li tsab ntawv ceeb toom, Kosen Technology tau tuav kev koom tes ruaj khov nrog Technocom Systems Sdn. Bhd. txij li xyoo 2021, muab nws nrog HnB cov khoom siv. Tus nqi pauv hauv 2021 yog 194.2752 lab yuan, 134.4475 lab yuan hauv 2022, thiab 136.4570 lab yuan hauv 2023.

Nws tau nkag siab tias Technocom Systems Sdn. Bhd yog lub chaw tsim khoom ntawm diodes, transistors thiab cov khoom siv semiconductor zoo sib xws hauv lub hauv paus hauv Malaysia, uas tuaj yeem muab ntau yam kev tsim hluav taws xob, tsim qauv tsim thiab kev tsim hluav taws xob.

 

Nws yog ib qho tsim nyog sau cia tias Flextronics Mechanical Marketing (L) Ltd kuj yog ib qho ntawm lub tuam txhab tseem ceeb HnB cov txheej txheem cov neeg siv khoom hauv xyoo 2021, nrog rau kev pauv nyiaj ntawm 144.8002 lab yuan, tab sis lub tuam txhab tsis tshwm sim hauv lub tuam txhab tsib tus neeg siv khoom saum toj kawg nkaus hauv 2022. thiab 2023.

 

Flextronics Mechanical Marketing (L) Ltd yog ib feem ntawm Flextronics International Ltd pab pawg, lub ntiaj teb muaj npe nrov hluav taws xob tsim kev pabcuam (EMS) thiab thawj tsim tsim (ODM) tuam txhab.

 

Hais txog kev tswj cov saw hlau, Jiangsu Tri-Liang New Materials Technology Co., Ltd. yog nws qhov tseem ceeb ntawm HnB cov khoom sib koom ua ke, thiab tau ua lub tuam txhab cov khoom lag luam thiab cov khoom lag luam tawm los ntawm 2021 txog 2023. Hauv peb lub xyoos, cov nqi pauv tau 55.3765 lab yuan (2021), 84.0517 lab yuan (2022), thiab 38.3752 lab yuan (2023).

 

Nws tau nkag siab tias Jiangsu Tri-Liang New Materials Technology Co., Ltd. nyob hauv Hudai Industrial Park, Wuxi, Jiangsu, nrog rau tag nrho cov peev ntawm 400 lab yuan. Lub tuam txhab kev lag luam tseem ceeb npog lub tshuab nqus tsev, kev kho deg thiab lwm yam kev lag luam, feem ntau yog siv hauv cov khoom siv hluav taws xob 3C, cov khoom siv hauv tsev, cov khoom siv dawb, cov khoom siv tsheb thiab lwm yam lag luam.

 

Cov nroj tsuag tshiab hauv Nyab Laj yuav muab tso rau hauv lub Xya Hli

 

Lub Plaub Hlis Ntuj xyoo no, Kosen Technology tau hais txog kev nce qib ntawm nws lub Hoobkas Nyab Laj hauv daim ntawv tshaj tawm. Kosen Technology tau hais tias lub Hoobkas Nyab Laj yog ib qho kev rau siab ntawm lub tuam txhab los ua cov tswv yim tawm mus los ntawm qhov kev xav ntawm txoj kev loj hlob mus sij hawm ntev ntawm kev lag luam. Lub Hoobkas Nyab Laj tau cia siab tias yuav pib sim ntau lawm hauv lub Tsib Hlis 2024, thiab thawj qhov kev tsim khoom yuav yog HnB cov khoom.

 

Hauv tsab ntawv tshaj tawm no, nws tau hais tias cov nroj tsuag yuav tsum tau muab tso rau hauv kev siv thaum Lub Xya Hli 2024, thiab cov nyiaj tau los txhua xyoo yuav tsum ncav cuag 60 lab yuan.

Kosen Technology tau muab cov lus piav qhia muaj txiaj ntsig rau kev nqis peev hauv lub Hoobkas Nyab Laj, hais tias lub tuam txhab kev lag luam tawm txawv teb chaws tam sim no muaj feem ntau. Noj 2023 ua piv txwv, cov nyiaj tau los txawv teb chaws yog 1.668 billion, suav txog 64%, thaum lub peev xwm ntau lawm yog tsom rau hauv Suav teb.

 

"Ntawm ib sab, nws tuaj yeem txhim kho zoo dua thiab ua tau raws li ntau qhov kev xav tau ntawm cov neeg siv khoom txawv teb chaws; ntawm qhov tod tes, lub tuam txhab cov cuab yeej cuab tam, kev lag luam kev sib tw, kev lag luam txawv teb chaws thiab lub tuam txhab kev pheej hmoo tag nrho kuj tuaj yeem txhim kho tau zoo, uas. yog nyob rau hauv txoj kab nrog lub tuam txhab txoj kev npaj tswv yim.

 

Txoj kev npaj thawj zaug ntawm Nyab Laj cov nroj tsuag yog los tsim cov khoom siv hluav taws xob uas tsis muaj hluav taws kub tsis kub hnyiab, thiab kev lag luam xav tau rau cov khoom lag luam tam sim no. "

 

Intensified kev sib tw: tag nrho cov nyiaj tau los poob los ntawm 36.6 lab yuan

 

Txawm hais tias kev txhim kho kev lag luam tsis tu ncua, Kosen Technology tseem tab tom ntsib kev sib tw ntawm kev sib tw ua lag luam hnyav. Daim ntawv tshaj tawm qhia tau hais tias xyoo 2022 thiab 2023, vim muaj kev sib tw ua lag luam hnyav, cov neeg siv khoom txiav nqi ua rau tag nrho cov nyiaj tau los ntawm HnB cov khoom lag luam tau txo qis los ntawm 35.7 lab yuan thiab 36.6 lab yuan raws li. Tsis tas li ntawd, cov nyiaj tau los tag nrho ntawm kev lag luam txawv teb chaws hauv 2023 poob los ntawm 4.99 feem pua ​​​​ntawm cov ntsiab lus piv nrog rau xyoo dhau los, thiab cov khoom siv tau txo qis, uas ua rau nce tus nqi ruaj khov rau ib chav tsev khoom.

 

Nyob rau hauv lub ntsej muag ntawm kev hloov pauv hauv kev lag luam, Kosen Technology tau hais tias nws yuav ua haujlwm kho nws lub tswv yim, sim tsim cov neeg siv khoom e-luam yeeb tshiab, thiab teeb tsa kev lag luam xws li graphite heat dissipation modules los txhim kho kev siv peev txheej ntawm cov cuab tam. Txuas ntxiv txhim kho cov qauv khoom lag luam thiab kev lag luam layout los txhim kho kev lag luam kev sib tw thiab profitability.