国泰君安此前发布研报指出，力劲科技2024财年海外市场收入达到13.357亿港元，同比增长21.9%。对中南美洲的出口尤其强劲，收入同比增长97.7%至2.505亿港元。海外收入占2024财年总收入的22.9%，较2023财年的18.6%有显著增长。海外利润率的增长预计将抵消中国内地客户利润率的下降。我们预计2025-2027财年净利率分别为7.1%、7.6%和8.4%。LK Tech (00558) rose more than 13% intraday, as of the drafting, up 7.67%, at HK$3.37, with a turnover of 0.107 billion Hong Kong dollars.
According to the U finance and economics app, LK Tech (00558) rose more than 13% intraday, as of the drafting, up 7.67%, at HK$3.37, with a turnover of 0.107 billion Hong Kong dollars.
GTJA previously pointed out that as a staunch supporter of Trump, if Trump is re-elected, Tesla may benefit from policies. In addition, the new car models and autonomous driving of Tesla are worth looking forward to; the Tesla chain is also worth anticipating. Everbright Securities indicated that the Tesla Robotaxi platform is expected to adopt the Unboxed Process assembly technology. The Unboxed Process requires high standardization and error management for components/parts, with the expected expanded application range of integrated die-casting.
GTJA previously released research reports stating that in the 2024 fiscal year, LK Tech's overseas market revenue reached 1.3357 billion Hong Kong dollars, a year-on-year increase of 21.9%. Exports to Central and South Americas were particularly strong, with revenue growing by 97.7% to 0.2505 billion Hong Kong dollars. Overseas revenue accounted for 22.9% of the total revenue in the fiscal year 2024, significantly higher than the 18.6% in the 2023 fiscal year. The expected growth in overseas profit margins is expected to offset the decline in profit margins from mainland Chinese customers. We predict that the net margin for the fiscal years 2025-2027 will be 7.1%, 7.6%, and 8.4%, respectively.
