Original title: Dongfang Electric received a letter of concern for new energy automobile industry related products were inquired
On December 7, the Shenzhen Stock Exchange issued a letter of concern to Dongfang Electric, requesting the company to verify the basis and rationality of the statement that one of the most relevant industries of its main business is the new energy automobile industry. As of the day’s close, Dongfang Electric fell 1.95% to 5.04 yuan.
On November 29, Dongfang Electric disclosed the survey activity information table, showing that the industries most relevant to the company’s main business at present are the home appliance industry, the polysilicon industry and the new energy automobile industry. The company’s new energy vehicle heater products have been widely used in new energy vehicles of major brands such as BYD, FAW, SAIC, JAC, Yutong, etc., and have basically established good cooperative relations with major domestic new energy vehicle manufacturers.
The letter of concern requires Dongfang Electric to combine the data of the third quarterly report for 2021 to explain the company’s new energy automobile industry related product details, and the percentage of operating income and net profit realized by each in the company’s consolidated operating income and net profit, and then explain that the company’s main business is the most One of the related industries is the basis and rationality of the statement of the new energy automobile industry. Whether there is any misleading statement. At the same time, the company is required to list the name of “major domestic new energy vehicle manufacturers” and the cooperation method of “established good cooperative relations”. The company currently has signed new energy vehicle heater supply contracts, future customer development plans and Access requirements and other content.
In addition, based on other aspects disclosed in the information sheet of Dongfang Electric’s research activities, the letter of concern also requires the company to explain: two projects for the first phase of the project with an annual output of 3.5 million sets of new energy vehicle PTC (positive temperature coefficient) electric heaters The detailed information of the start order of the production line, including but not limited to the customer name, order name, order quantity, delivery cycle, impact on the business performance of this year, etc.; whether the company has received orders from domestic first-line customers in the future, and it is expected to “satisfy The basis and rationality of “domestic first-line customers’ order requirements”, combined with industry development, market competition, and the company’s new energy vehicle PTC electric heater market share, indicate whether the company has a risk that domestic first-line customers’ orders are less than expected; Quantitatively explain the basis for “expected corresponding operating performance will also be significantly improved”, including but not limited to the period and amount that will affect operating performance.
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