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中仑新材(301565.SZ):Strait拟减持不超过2%股份
Ge Long Hui· 2025-12-17 12:13
Group 1 - Strait Co, Ltd. plans to reduce its stake in Zhonglun New Materials (301565.SZ) by up to 2.000% of the total share capital, which amounts to a maximum of 8,000,200 shares [1] - The reduction will occur within 90 natural days following the announcement, with a limit of 1.000% of the total share capital, or up to 4,000,100 shares, being sold through centralized bidding within any consecutive 90 natural days [1]
中仑新材(301565.SZ):当前全球电工级BOPP薄型膜材产能高度集中于日本、欧洲等地区
Ge Long Hui· 2025-12-16 15:42
Core Viewpoint - The global market for BOPP (Biaxially Oriented Polypropylene) films is highly concentrated in regions like Japan and Europe, where overseas manufacturers hold a technological advantage and dominate the high-end capacitor film market. Domestic manufacturers in China have developed later and primarily produce medium and thick films, leading to a significant gap in high-end ultra-thin electric-grade films, which are in high demand from downstream sectors like new energy vehicles and renewable energy [1]. Industry Summary - The global production capacity of electric-grade BOPP films is heavily concentrated in Japan and Europe, with these regions maintaining a leading position in technology and talent [1]. - Overseas manufacturers have established a strong foothold in the high-end capacitor film market, benefiting from early market entry and extensive technical reserves [1]. - The domestic BOPP film industry in China has achieved scale production but primarily focuses on medium and thick films, resulting in a long-term capacity shortfall for high-end ultra-thin films [1]. - There is a high dependency on imported products among downstream film capacitor manufacturers in China, with only a few local companies capable of mass production of high-end ultra-thin films [1].
中仑新材(301565.SZ):公司第二条BOPP新能源膜材生产线预计于2026年下半年实现投产
Ge Long Hui· 2025-12-16 15:36
Core Viewpoint - The company has successfully launched its first BOPP (Biaxially Oriented Polypropylene) film production line and is progressing with its expansion plans for additional production lines [1] Group 1: Production Progress - The first BOPP new energy film production line was officially put into operation in November 2025 [1] - The second production line is expected to commence operations in the second half of 2026 [1] - The first production line has achieved stable mass production of BOPP capacitor film products in various thicknesses [1] Group 2: Production Capacity and Future Plans - The focus of the BOPP production line is on thin and ultra-thin film products, with an estimated annual production capacity of approximately 2,400 tons per line, depending on product thickness [1] - The overall project plans to construct nine production lines, with the first phase involving the launch of two lines [1] - Future production line investments will be phased based on market demand changes [1]
中仑新材(301565.SZ):超薄型膜产品已实现成功生产,目前正处于下游客户验证流程中
Ge Long Hui· 2025-12-12 11:15
Core Viewpoint - The company has successfully launched its first BOPP film production line and is progressing with its second line, focusing on thin and ultra-thin film products [1] Production Progress - The first BOPP film production line commenced operations in November 2025, with the second line expected to start in the second half of 2026 [1] - The first line has achieved stable mass production of BOPP capacitor film products in various thicknesses, with thin film products having completed customer validation and entered mass delivery [1] - Ultra-thin film products have been successfully produced and are currently undergoing customer validation [1] Production Capacity - Each production line is projected to have an annual capacity of approximately 2,400 tons, depending on the product thickness [1] - The overall project plans to construct nine production lines, with the initial phase involving the launch of two lines, and subsequent lines to be developed based on market demand [1]
成实外教育(01565) - 股份发行人的证券变动月报表
2025-12-03 08:31
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 成實外教育有限公司 呈交日期: 2025年12月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01565 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.01 | HKD | | 100,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.01 | HKD | | 100,000,000 | 本月底法定 ...
成实外教育:2024-2025年度净利润同比增长28.19% 拟每股派息0.005港元
Sou Hu Cai Jing· 2025-11-28 10:40
以11月27日收盘价计算,成实外教育目前市盈率(TTM)约10.05倍,市净率(TTM)约0.68倍,市销率(TTM)约0.54倍。 市净率(LF)历史分位(%) 100 ଛି ୨୦ 80 70 63x62 60 -56.7 57014 50-66 50 41.81 40 30 27p23 20 2004 10 5.2 0 l-12-37 1 -12-37 . 2019-12-37 2019-06 2n- 制图数据来自恒生聚源数据库 公司主要提供民办教育服务,主营业务包括学校食堂运营、住宿服务、教育管理及咨询服务、非学历教育服务以及海外升咨询服务费。海外升学咨询服务是 向参加本集团国际课程的高中学生提供的增值服务;其它服务包括国际教育资源咨询服务、国际课程咨询服务、出国留学指导及咨询服务、背景提升服务以 及推计划服务。 历年营收、净利同比增长情况(%) 200 – 117.36 38:31 0 % -75.04 =31.97 -200 -400 -600 -800 -1,000 营业收入同比增长率 归母净利润同比增长率 制图数据来自恒生聚源数据库 营收、净利半年度变动情况(亿元) 10 5 19.05元.98 ...
成实外教育(01565) - 有关租赁协议的关连交易及有关综合管理服务协议的持续关连交易
2025-11-28 08:31
(於開曼群島註冊成立之有限公司) (股份代號:1565) 有關租賃協議的關連交易及 有關綜合管理服務協議的持續關連交易 租賃協議 茲提述本公司於二零二二年十一月三十日刊發之公告(「該公告」),當中載列本公 司全資附屬公司西藏華泰(作為承租人)與天仁大酒店(作為出租人)訂立之租賃協 議詳情,該協議將於二零二五年十一月三十日屆滿。於二零二五年十一月二十八 日(交易時段後),本公司全資附屬公司西藏華泰(作為承租人)與天仁大酒店(作 為出租人)訂立租賃協議以續訂現有租賃協議,並繼續使用該物業,自二零二五年 十二月一日起至二零二八年十一月三十日止為期三年。 綜合管理服務協議 茲提述該公告,當中載列西藏華泰與天仁大酒店訂立之綜合管理服務協議詳情, 該協議將於二零二五年十一月三十日屆滿。於二零二五年十一月二十八日(交易時 段後),西藏華泰與天仁大酒店訂立綜合管理服務協議,據此,天仁大酒店同意 繼續提供有關該物業的綜合管理服務,自二零二五年十二月一日起至二零二八年 十一月三十日止為期三年。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完 整性亦不發表任何聲明,並明確表示,概不對因本公告 ...
成实外教育(01565.HK)年度股东应占溢利增长至5769.6万元 连特别息共派0.5港仙
Jin Rong Jie· 2025-11-28 04:42
Core Viewpoint - Cheng Shih Wai Education (01565.HK) reported a revenue of approximately 1.084 billion RMB for the fiscal year ending August 31, 2025, reflecting a year-on-year growth of 13.5% [1] Financial Performance - The profit attributable to the company's owners was 57.696 million RMB, representing a year-on-year increase of 28.2% [1] - Adjusted net profit reached 71.543 million RMB, showing a modest growth of 2.3% compared to the previous year [1] - Earnings per share were reported at 1.9 cents [1] Dividend Announcement - The company proposed a final dividend of 0.2 Hong Kong cents and a special dividend of 0.3 Hong Kong cents [1]
成实外教育(01565.HK)发布年度业绩 拥有人应占溢利5769.6万元 同比增长28.2%
Jin Rong Jie· 2025-11-27 14:57
Core Viewpoint - Chengshi Education (01565.HK) reported a revenue of 1.084 billion HKD for the fiscal year ending August 31, 2025, reflecting a year-on-year growth of 13.5% [1] Financial Performance - The company achieved a gross profit of 339 million HKD, which is an increase of 8.3% compared to the previous year [1] - Profit attributable to owners of the company was 57.696 million HKD, marking a year-on-year increase of 28.2% [1] - Adjusted net profit stood at 71.543 million HKD, showing a modest growth of 2.3% year-on-year [1] - Basic earnings per share were reported at 1.9 HKD cents [1] Dividend Proposal - The company proposed a final dividend of 0.20 HKD cents per share and a special dividend of 0.30 HKD cents per share [1]
成实外教育将于2026年2月10日派发末期股息每股0.002港元
Zhi Tong Cai Jing· 2025-11-27 14:45
Group 1 - The company Chengshi Education (01565) announced a final dividend of HKD 0.002 per share for the fiscal year ending August 31, 2025, to be distributed on February 10, 2026 [1]