比亚迪电子二零二四年中期报告

028501211812110025945 GAIDCAI3D BYD Electronic (International) Company Limited(“BYD Electronic” or the “Company”; together withits subsidiaries known as the “Group”; stock code:0285) was spun off from BYD Company Limited(“BYD”, stock code on The Stock Exchange ofHong Kong Limited: 01211 (HKD counter); 81211(RMB counter); stock code on the Shenzhen StockExchange: 002594) and listed on the Main Board ofThe Stock Exchange of Hong Kong Limited on 20December 2007. BYD Electronic is a global leadingprovider of high-tech and innovative products,providing customers around the world with one-stopproduct solutions relying on its core advantages inelectronic information, AI, 5G and Internet of Things,thermal management, new materials, precisionmolds and digital manufacturing technologies. TheGroup engages in a wide variety of businessesranging from smart phones, tablet PCs, new energyvehicles, AIDC (AI servers, thermal management,power management, etc.), smart home, gamehardware, unmanned aerial vehicles, 3D printers,I n t e r n e t o f T h i n g s , r o b o t s , c o m m u n i c a t i o nequipment to other diversified market areas. Corporate Information2Financial Highlights4Management Discussion and Analysis5Interim Condensed Consolidated Statement ofProfit or Loss23Interim Condensed Consolidated Statement ofComprehensive Income24Interim Condensed Consolidated Statement ofFinancial Position25Interim Condensed Consolidated Statement ofChanges in Equity27Interim Condensed Consolidated Statement ofCash Flows28Notes to Interim Condensed ConsolidatedFinancial Information31CONTENTS CORPORATE INFORMATION EXECUTIVE DIRECTORSWang Nian-qiangJiang Xiang-rong NON-EXECUTIVE DIRECTORSWang Chuan-fuWang Bo INDEPENDENT NON-EXECUTIVE DIRECTORSChung Kwok Mo JohnQian Jing-jieWang Ying COMPANY SECRETARYLi QianCheung Hon-wan AUDIT COMMITTEE Wang Chuan-fuWang BoChung Kwok Mo John (Chairman)Qian Jing-jieWang Ying REMUNERATION COMMITTEE Wang Nian-qiangWang Chuan-fuChung Kwok Mo JohnQian Jing-jie (Chairman)Wang Ying NOMINATION COMMITTEE Jiang Xiang-rongWang Chuan-fu (Chairman)Chung Kwok Mo JohnQian Jing-jieWang Ying AUTHORISED REPRESENTATIVES Wang Nian-qiangLi Qian CORPORATE INFORMATION公 司 資 料 REGISTERED OFFICE Part of Unit 1712, 17th Floor, Tower 2Grand Central PlazaNo. 138 Shatin Rural Committee RoadNew TerritoriesHong Kong 138217 1712 HEAD OFFICE AND PRINCIPAL PLACE OF BUSINESSIN THE PRC 1518116 No. 1Bibao Second RoadBaolong StreetLonggang DistrictShenzhenThe PRC518116 SHARE REGISTRAR AND TRANSFER OFFICE 183171712–1716 Computershare Hong Kong Investor Services LimitedShops 1712–171617th FloorHopewell Centre183 Queen’s Road EastWanchaiHong Kong iPR(852) 2136 6185(852) 3170 6606be285@iprogilvy.com INVESTOR AND MEDIA RELATIONS CONSULTANT iPR Ogilvy LimitedTel: (852) 2136 6185Fax: (852) 3170 6606Email: be285@iprogilvy.com http://electronics.byd.com WEBSITEhttp://electronics.byd.com 0285 STOCK CODE0285 FINANCIAL HIGHLIGHTS HIGHLIGHTS • •Benefited from the expansion of product categories and increasingmarket shares of overseas major customers, and the recovery ofdemand for high-end Android smart phones, the Group’s revenue fromthe consumer electronics business has achieved substantial growth. •With the continuous growth of shipments of intelligent cockpit,intelligent driving assistance system, thermal management and otherproducts, the revenue from the new energy vehicle business segmentof the Group continued to maintain growth. •Relying on the leading R&D strength and strong manufacturingplatform, the Group pursues a multi-pronged strategy in the AIbusiness through developing a complete AIDC solution covering AIservers, liquid cooling and power management, as well as productssuch as industrial robots and AIPC, with a view to bringing new growthpoints for business development. MANAGEMENT DISCUSSION AND ANALYSIS管 理 層 討 論 及 分 析 BUSINESS REVIEW 5GAIDC (AI3D The Group is a global leading provider of high-tech and innovativeproducts, providing customers around the world with one-stop productsolutions relying on its core advantages in electronic information, AI, 5Gand Internet of Things, thermal management, new materials, precisionmolds and digital manufacturing technologies. The Group engages indiversified market segments, such as smart phones, tablet computers,new energy vehicles, AIDC (AI servers, thermal management, powermanagement, etc.), smart home, game hardware, unmanned aerialvehicles, 3D printers, Internet of Things, robots and communicationequipment. With the industry-leading R&D and manufacturing strength,rich product lines and strong customer base, the Group has started a newround of growth cycle. In the first half of 2024, under the influence of intensified geopoliticaltensions, persistently high interest rates and the rise of trade protectionism,the global economy continued to recover weakly. In the first half of2024, the State effectively implemented various macro-policies, thenational economy