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中创智领(601717):2025 年中报点评:业绩稳健增长,煤机、汽车零部件双轮驱动成长
Zhongyuan Securities· 2025-09-11 07:11
Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected increase of over 15% relative to the CSI 300 index in the next six months [25]. Core Views - The company achieved a total operating revenue of 19.982 billion yuan in the first half of 2025, representing a year-on-year growth of 5.42%. The net profit attributable to shareholders reached 2.515 billion yuan, up 16.36% year-on-year [5][6]. - The coal machinery segment continues to perform strongly, with net profit reaching a new high, while the automotive parts segment has turned profitable [6][8]. - The company is positioned as a leader in hydraulic supports and is the largest global manufacturer of coal mining equipment, which enhances its market share in the ongoing intelligent transformation of coal mining [9]. Summary by Sections Financial Performance - In the first half of 2025, the coal machinery segment generated operating revenue of 10.149 billion yuan, a year-on-year increase of 3.51%, with a net profit of 2.241 billion yuan, up 8.36% [8]. - The automotive parts segment reported operating revenue of 9.833 billion yuan, a growth of 7.47%, and a net profit of 274 million yuan, reflecting a significant increase of 192.91% [8][10]. - The overall gross margin for the company was 23.56%, with a slight year-on-year decline of 0.52 percentage points, while the net margin improved to 12.86%, an increase of 0.55 percentage points [6]. Market Trends - The coal mining industry in China is experiencing a shift towards intelligent and green transformation, which is expected to increase demand for coal machinery [7][8]. - The automotive industry is also undergoing a transformation, with a focus on product and technology innovation, leading to a robust market demand for automotive parts [10]. Future Projections - The company has slightly raised its revenue forecasts for 2025 to 39.579 billion yuan, with net profit projections adjusted to 4.353 billion yuan, reflecting a stable growth outlook [11][12]. - The estimated price-to-earnings ratios for 2025-2027 are projected to be 9.35X, 8.56X, and 7.88X, indicating a relatively low valuation compared to peers [11].
中创智领股价创新高

Mei Ri Jing Ji Xin Wen· 2025-09-11 02:28
Group 1 - The stock of Zhongchuang Zhiling increased by 2.63%, reaching a new high of 23.39 yuan per share [2] - The total market capitalization of the company surpassed 41.76 billion yuan [2] - The trading volume amounted to 237 million yuan [2]
【省退役军人厅】陕西省“情系国防”优秀典型名单公布
Shan Xi Ri Bao· 2025-09-11 00:36
9月10日,记者从省退役军人事务厅获悉:省委宣传部、省退役军人事务厅等6部门近日联合开展 2025年度"情系国防"优秀典型选树工作,表彰一批三秦大地上情系国防、爱国拥军的先进典型。 省退役军人事务厅相关负责人表示,这些优秀典型以实际行动诠释了对国防事业的热爱与担当,为 全社会树立了榜样。全省退役军人事务系统将以此次活动为契机,在全社会持续营造关心国防、热爱国 防、建设国防、保卫国防的浓厚氛围,进一步强化全民国防观念,凝聚起强国兴军的磅礴力量。(记 者:刘芊羽) 经过层层推荐评审,西安市新城区民兵连副连长王高杰等8人获评"情系国防"好民兵;西安市莲湖 区青年路街道党工委书记胡强等8人获评"情系国防"好(乡镇、街道)书记;西安市蓝田县安村镇田坡 村田省让家庭等8个家庭获评"情系国防"好家庭;陕西鼓风机(集团)有限公司等6家企业获评"情系国 防"好企业。 ...
中创智领(00564.HK)获贝莱德增持95.88万股

Ge Long Hui· 2025-09-11 00:08
Group 1 - BlackRock, Inc. increased its stake in Zhongchuang Zhiling (00564.HK) by purchasing 958,800 shares at an average price of HKD 17.5787 per share, totaling approximately HKD 16.85 million [1][2] - Following this transaction, BlackRock's total holdings in Zhongchuang Zhiling rose to 19,659,400 shares, increasing its ownership percentage from 7.69% to 8.08% [1][2]
中创智领:在工业智能化领域 公司推进“人工智能+制造”应用 助力传统产业改造升级
Zheng Quan Ri Bao· 2025-09-10 11:50
Group 1 - The company has transitioned its main product in the coal machinery sector from manual and electro-hydraulic control to intelligent control, expanding its offerings from single equipment to a comprehensive solution including hydraulic supports, scraper conveyors, coal mining machines, and control systems [2] - In the automotive parts sector, the company has expanded its product line from traditional fuel vehicle components to key components for intelligent connected new energy vehicles, including noise reduction products, intelligent air suspension systems, battery cooling plates, high-pressure intelligent drive motors, and braking system motors [2] - The company is advancing the application of "artificial intelligence + manufacturing" in the industrial intelligence sector, integrating digital technology with manufacturing advantages to provide intelligent industrial solutions across various discrete manufacturing scenarios, aiding the transformation and upgrading of traditional industries [2]
中创智领跌2.06%,成交额4.00亿元,主力资金净流出1832.90万元

Xin Lang Cai Jing· 2025-09-10 03:01
9月10日,中创智领盘中下跌2.06%,截至10:23,报22.35元/股,成交4.00亿元,换手率1.15%,总市值 399.04亿元。 截至6月30日,中创智领股东户数4.67万,较上期减少5.52%;人均流通股33088股,较上期增加0.00%。 2025年1月-6月,中创智领实现营业收入199.82亿元,同比增长5.42%;归母净利润25.15亿元,同比增长 16.36%。 分红方面,中创智领A股上市后累计派现75.49亿元。近三年,累计派现44.98亿元。 机构持仓方面,截止2025年6月30日,中创智领十大流通股东中,香港中央结算有限公司位居第五大流 通股东,持股7773.76万股,相比上期增加639.26万股。南方中证500ETF(510500)位居第十大流通股 东,持股1601.82万股,相比上期增加232.16万股。 责任编辑:小浪快报 资金流向方面,主力资金净流出1832.90万元,特大单买入2421.62万元,占比6.05%,卖出4182.39万 元,占比10.45%;大单买入1.05亿元,占比26.18%,卖出1.05亿元,占比26.36%。 中创智领今年以来股价涨88.45%,近5个 ...
中创智领股价涨5.18%,国泰基金旗下1只基金重仓,持有16.69万股浮盈赚取17.69万元

Xin Lang Cai Jing· 2025-09-10 03:01
9月1日,中创智领涨5.18%,截至发稿,报21.51元/股,成交9.40亿元,换手率2.89%,总市值384.04亿 元。 贺天元累计任职时间3年120天,现任基金资产总规模2.13亿元,任职期间最佳基金回报24.98%, 任职 期间最差基金回报19.88%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 数据显示,国泰基金旗下1只基金重仓中创智领。国泰量化策略收益混合A(000199)二季度减持7400 股,持有股数16.69万股,占基金净值比例为1.3%,位居第二大重仓股。根据测算,今日浮盈赚取约 17.69万元。 国泰量化策略收益混合A(000199)成立日期2013年8月12日,最新规模1.6亿。今年以来收益22.88%, 同类排名3477/8254;近一年收益47.17%,同类排名2837/8037;成立以来收益130.5%。 国泰量化策略收益混合A(000199)基金经理为高崇南、贺天元。 截至发稿,高崇南累计任职时间7年1天,现任基金 ...
中创智领8月29日获融资买入9994.64万元,融资余额9.97亿元

Xin Lang Cai Jing· 2025-09-10 03:01
8月29日,中创智领涨10.01%,成交额11.31亿元。两融数据显示,当日中创智领获融资买入额9994.64 万元,融资偿还1.40亿元,融资净买入-3982.53万元。截至8月29日,中创智领融资融券余额合计10.03 亿元。 融资方面,中创智领当日融资买入9994.64万元。当前融资余额9.97亿元,占流通市值的3.16%,融资余 额超过近一年80%分位水平,处于高位。 融券方面,中创智领8月29日融券偿还0.00股,融券卖出6.00万股,按当日收盘价计算,卖出金额122.70 万元;融券余量27.21万股,融券余额556.44万元,超过近一年90%分位水平,处于高位。 资料显示,中创智领(郑州)工业技术集团股份有限公司位于河南自贸试验区郑州片区(经开)第九大街167 号,成立日期2002年11月6日,上市日期2010年8月3日,公司主营业务涉及煤炭综合采掘液压支架及其 零部件的生产、销售与服务;汽车零部件的生产与销售。主营业务收入构成为:液压支架及其他煤机设 备产品及物料51.32%,汽车零部件产品47.09%,其他(补充)1.59%。 截至6月30日,中创智领股东户数4.67万,较上期减少5.52% ...
中创智领:在工业智能化领域,公司推进“人工智能+制造”应用,助力传统产业改造升级

Zheng Quan Ri Bao Wang· 2025-09-09 12:45
证券日报网讯 中创智领(601717)9月9日在互动平台回答投资者提问时表示,在煤机领域,公司主导 产品液压支架已从手动控制、电液控制全面转型为智能控制,从单一装备产品拓展到液压支架、刮板输 送机、采煤机、控制系统等煤矿智能成套开采一站式解决方案,从煤矿综采工作面技术拓展到掘进工作 面、供液系统、皮带运输集控系统等智慧矿山综合技术,进一步完善智慧矿山业务的系统版图;在汽车 零部件领域,围绕电动化、智能化发展趋势,公司产品已从燃油汽车零部件业务扩展到智能网联新能源 汽车零部件业务,包括新能源汽车降噪减振产品、智能空气悬架系统、动力电池冷却板、高压智能驱动 电机、制动系统电机等关键零部件,并持续探索智能电动汽车驱制转悬其他相关的电机业务;在工业智 能化领域,公司推进"人工智能+制造"应用,将数字技术与制造优势相结合,提供从煤矿到造船厂、钢 厂、港机等多个离散型制造场景的智能工业解决方案,助力传统产业改造升级,形成新的业务竞争力。 ...
中创智领(601717.SH):目前无水电站建设相关布局

Ge Long Hui· 2025-09-09 08:51
格隆汇9月9日丨中创智领(601717.SH)在互动平台表示,公司目前无水电站建设相关布局。 ...