On May 19, Hengdian Group Dmegc Magnetics Co.Ltd(002056) opened low and went high, and closed in the morning at 20.92 yuan. The turnover rate throughout the day was 5.14%, with an increase of 36% in the month.
According to the post hours dragon and tiger list data, the seats of the two institutions were purchased by 60.28 million yuan and 36.38 million yuan respectively, with a total net purchase of 96.66 million yuan.
On the news side, Hengdian Group Dmegc Magnetics Co.Ltd(002056) recently said at the investors’ online exchange meeting that in 2021, the company’s photovoltaic industry shipped 2.4gw of batteries and modules, about one-third of batteries were exported, and about 90% of modules were exported. This year, the company plans to ship about 5GW of components in the whole year, including 4gw for export to Europe; The annual delivery target of battery is about 3gw +. At present, the visibility of orders is pretty good.
Hengdian Group Dmegc Magnetics Co.Ltd(002056) also said that the company’s lithium battery profit this year mainly depends on the price trend of subsequent upstream materials. If the price of subsequent materials decreases or fluctuates greatly, the profit will be affected. At present, the profit is OK, with a net profit of about 10%. It is expected that the profit level of the first quarter can be maintained in the second quarter. The annual revenue growth is expected to be higher than the profit growth.
In terms of finance, the first quarterly report shows that Hengdian Group Dmegc Magnetics Co.Ltd(002056) achieved a net profit of 366 million yuan in the first quarter of 2022, with a year-on-year increase of 41.6%.
