Yingluohua's 2023 performance forecast released on January 31 shows that the net profit attributable to shareholders of listed companies in 2023 is expected to be 70 million yuan to 105 million yuan, a year-on-year decrease of 59.39% to 72.93%; basic earnings per share is 0.0627 yuan to 0.094 yuan Yuan.
Yingluohua said: During the reporting period, the company's magnetic materials business was affected by the continued decline in upstream raw material prices and intensified market competition in major downstream application fields. Product prices and gross profit margins declined, resulting in a decline in the company's net profit. During the reporting period, the trust financial products purchased by China Communications Trust Co., Ltd., Zhejiang Lianyi Electric Machinery Co., Ltd., a subsidiary of the company, had the risk that the principal and interest could not be paid in full. Based on the objective current situation and the principle of prudence, the company plans to recognize an investment loss of 120 million yuan on related financial products. This matter is a non-recurring gain or loss.
Yingluohua stated in the risk warning that as of the disclosure date of this announcement, the above-mentioned trust financial products have expired. In view of the uncertainty in the recovery of the remaining amounts, there is a risk that the principal and interest cannot be paid in full, and the plan is based on the objective current situation and the principle of prudence. Investment losses are recognized on the above-mentioned trust financial products. If before the company's 2023 annual audit report is officially disclosed, the above-mentioned trust financial products have a greater impact on the payment forecast, the loss from changes in fair value will also change accordingly, which will also have a greater impact on the company's 2023 net profit. The possibility of deviation from this forecast result cannot be ruled out, and the company will make timely disclosures in strict accordance with relevant information disclosure rules. The company will pay close attention to the relevant progress of the above-mentioned trust financial products and perform its information disclosure obligations in a timely manner.
Previously, according to Yingluohua's announcement on January 20, the trust product "Guotong Trust Tianyu No. 4 Single Fund Trust" purchased by its wholly-owned subsidiary Zhejiang Lianyi Electric Co., Ltd. expired on January 17. Currently, the purchase amount of this product is 120 million yuan, with an expected annualized rate of return of 5.35%, and a total of 4.3692 million yuan has been recovered upon maturity. There is uncertainty in the recovery of the remaining amounts, and there is a risk that the principal and interest cannot be paid in full, which will have an adverse impact on the company's profits. The specific situation is subject to the annual audit results.
Yingluohua said on the investor interaction platform on January 17 that the company's NdFeB magnetic products have a wide range of applications, and its customers mainly involve speakers, consumer electronics, smart home appliances, new energy vehicles, wind power, air conditioning compressors and other fields.
Looking back at the price trend of magnetic materials in 2023, we can see that the historical price trend of NdFeB blank 50SH has rebounded due to the peak season effect, but the overall price trend is still in a downward trend. Yingluohua mentioned in its performance report that due to the continued decline in upstream raw material prices and intensified market competition in major downstream application fields, the price and gross profit margin of magnetic materials declined in 2023. In 2023, as a raw material for NdFeB, the annual decline of PrNd oxide at the end of the year was 37.76%.
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