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【私募调研记录】盘京投资调研德福科技、新坐标等3只个股(附名单)
Zheng Quan Zhi Xing· 2025-08-01 00:06
Group 1: 德福科技 (Defu Technology) - Defu Technology has acquired Luxembourg Copper Foil, positioning itself among the global leaders in high-end IT copper foil production [1] - Luxembourg Copper Foil, established in 1960, is the only non-Japanese high-end IT copper foil manufacturer globally, with an annual capacity of 16,800 tons [1] - Projected revenue for Luxembourg Copper Foil in 2024 is €134 million, with a net profit of -€370,000; however, it is expected to achieve a quarterly profit of €1.67 million in Q1 2025 [1] - Defu Technology's total production capacity for electrolytic copper foil has increased to 191,000 tons per year, making it the largest globally [1] - The company plans to invest ¥183 million in R&D in 2024, aiming to deepen its technology strategy with 17 new invention patents [1] Group 2: 新坐标 (New Coordinates) - In 2024, overseas revenue is expected to account for 43.17% of New Coordinates' total revenue, driven by the expansion of domestic self-owned brand customers [2] - Over 90% of the company's clients are automotive manufacturers, covering both domestic and international passenger and commercial vehicle markets [2] - The company is recognized as a high-tech enterprise with comprehensive R&D capabilities across the entire industry chain [2] - New Coordinates is actively enhancing market share and communication with overseas clients while addressing operational challenges through improved internal controls [2] Group 3: 恒帅股份 (Hengshuai Co., Ltd.) - Hengshuai Co., Ltd. highlighted the advantages of its harmonic magnetic field motor technology, including lightweight design and cost optimization [3] - The company provides customized solutions in the humanoid robot sector, which is anticipated to be a significant growth area [3] - While traditional cleaning services do not face disruptive innovation, the technology has been successfully applied in advanced autonomous driving scenarios [3] - The company has sufficient land and factory space, with intelligent production lines that can shorten capacity expansion cycles [3]
【私募调研记录】泓澄投资调研德福科技、新坐标
Zheng Quan Zhi Xing· 2025-08-01 00:06
Group 1: 德福科技 (Defu Technology) - Defu Technology has acquired Luxembourg Copper Foil, positioning itself among the global leaders in high-end IT copper foil [1] - Luxembourg Copper Foil, established in 1960, is the only non-Japanese high-end IT copper foil manufacturer globally, with an annual production capacity of 16,800 tons [1] - Projected revenue for Luxembourg Copper Foil in 2024 is €134 million, with a net profit of -€370,000; however, it is expected to achieve a quarterly profit of €1.67 million in Q1 2025 [1] - Defu Technology's total production capacity for electrolytic copper foil has increased to 191,000 tons per year, making it the largest globally [1] - The company plans to invest ¥183 million in R&D in 2024, resulting in 17 new invention patents, focusing on high-frequency, high-speed, ultra-thin, and functional technology strategies [1] Group 2: 新坐标 (New Coordinates) - In 2024, overseas revenue is expected to account for 43.17% of New Coordinates' total revenue, with growth driven by the expansion of domestic self-owned brand customers [2] - The company reported normal operating conditions in Q2 2024 and has set revenue and profit assessment targets for 2025 in its recent equity incentive draft [2] - Over 90% of New Coordinates' clients are automotive manufacturers, covering both domestic and international passenger and commercial vehicle markets [2] - The company is recognized as a high-tech enterprise with comprehensive R&D capabilities across the entire industry chain, emphasizing high precision and material utilization in cold forming technology [2] - New Coordinates is actively expanding its customer base and market share while enhancing communication with overseas clients [2] - The company is addressing annual decline issues through improved internal control systems and strengthened on-site management [2] - New Coordinates is collaborating with Zhejiang Tuoman Intelligent Technology Co., Ltd. and Mr. Sun Lishong on products currently in the R&D phase [2]
新坐标股价下跌3.68% 公司完成91万股回购计划
Jin Rong Jie· 2025-07-31 19:24
Group 1 - The closing price of the company on July 31 was 48.45 yuan, down by 1.85 yuan from the previous trading day, with an opening price of 49.50 yuan, a high of 50.19 yuan, and a low of 48.16 yuan, with a trading volume of 39,200 lots and a transaction amount of 192 million yuan [1] - The company's main business involves the research, production, and sales of automotive parts, primarily used in passenger cars, commercial vehicles, and motorcycles, with passenger cars accounting for 71.6% and commercial vehicles 17.24% of the revenue structure in 2024 [1] - In the first quarter of 2025, the company achieved operating revenue of 179 million yuan and a net profit of 66.82 million yuan [1] - The company announced on July 31 that it had completed its share repurchase plan, having repurchased 910,000 shares, which represents 0.6673% of the total share capital, with a total repurchase amount of 29.57 million yuan [1] - The company conducted discussions with several institutions, including CITIC Securities, regarding overseas market development from July 16 to July 31 [1] Group 2 - On July 31, the net outflow of main funds was 19.95 million yuan [2]
新坐标: 新坐标关于股份回购实施结果暨股份变动的公告
Zheng Quan Zhi Xing· 2025-07-31 16:15
证券代码:603040 证券简称:新坐标 公告编号:2025-036 杭州新坐标科技股份有限公司 关于股份回购实施结果暨股份变动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 回购方案首次披露日 徐纳提议 回购价格上限 45.40元/股 回购方案实施期限 2025 年 4 月 10 日~2026 年 4 月 10 日 预计回购金额 2,500万元~5,000万元 公司于 2025 年 4 月 9 日召开第五届董事会第十一次会议,审议通过了《关于以集 中竞价交易方式回购股份方案的议案》,同意公司使用自有资金通过集中竞价方式回购 公司股份,用于实施员工持股计划或股权激励,回购总金额不低于人民币 2,500 万元(含) 且不超过人民币 5,000 万元(含),回购价格不超过人民币 46.00 元/股。具体内容详见公 司在上海证券交易所网站(www.sse.com.cn)上披露的《新坐标关于以集中竞价交易方 式回购股份方案的公告暨回购报告书》(公告编号:2025-006)。 公司于 2025 年 5 月 20 ...
新坐标:公司完成回购
Zheng Quan Ri Bao Wang· 2025-07-31 13:45
证券日报网讯 7月31日晚间,新坐标(603040)发布公告称,截至2025年7月31日,公司完成回购,已 累计回购股份910,800股,占公司总股本的0.6673%。 ...
新坐标:累计回购约91万股
Mei Ri Jing Ji Xin Wen· 2025-07-31 09:20
2024年1至12月份,新坐标的营业收入构成为:乘用车占比71.6%,商用车占比17.24%,冷锻精制线材 加工占比5.88%,摩托车占比3.36%,其他业务占比1.0%。 (文章来源:每日经济新闻) 新坐标(SH 603040,收盘价:48.45元)7月31日晚间发布公告称,截至2025年7月31日,公司完成回 购,已累计回购股份约91万股,占公司总股本的0.6673%,购买的最高价为约38.38元/股,最低价为 23.89元/股,回购均价为约32.47元/股,支付的资金总额为人民币约2957万元。 ...
新坐标:已累计回购0.6673%股份 公司完成回购
Ge Long Hui· 2025-07-31 09:06
(原标题:新坐标(603040.SH):已累计回购0.6673%股份 公司完成回购) 格隆汇7月31日丨新坐标(603040.SH)公布,截至2025年7月31日,公司完成回购,已累计回购股份 910,800股,占公司总股本的0.6673%,购买的最高价为38.3830元/股,最低价为23.8900元/股,回购均价 为32.4694元/股,支付的资金总额为人民币29,573,140.00元(不含交易费用)。 ...
新坐标(603040) - 新坐标关于股份回购实施结果暨股份变动的公告
2025-07-31 09:02
杭州新坐标科技股份有限公司 关于股份回购实施结果暨股份变动的公告 证券代码:603040 证券简称:新坐标 公告编号:2025-036 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 | 回购方案首次披露日 | 2025/4/10,由公司实际控制人、董事长兼总经理 | | | | | | --- | --- | --- | --- | --- | --- | | | 徐纳提议 | | | | | | 回购方案实施期限 | 2025 年 4 月 4 月 日 | 10 | 日~2026 | 年 | 10 | | 预计回购金额 | 2,500万元~5,000万元 | | | | | | 回购价格上限 | 45.40元/股 | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | | | | □用于转换公司可转债 | | | | | | | □为维护公司价值及股东权益 | | | | | | 实际回购股数 | 910,800股 | | | | | | 实际回购股数占总股本比例 | 0.6673 ...
新坐标(603040.SH):已累计回购0.6673%股份 公司完成回购
Ge Long Hui A P P· 2025-07-31 09:00
格隆汇7月31日丨新坐标(603040.SH)公布,截至2025年7月31日,公司完成回购,已累计回购股份 910,800股,占公司总股本的0.6673%,购买的最高价为38.3830元/股,最低价为23.8900元/股,回购均价 为32.4694元/股,支付的资金总额为人民币29,573,140.00元(不含交易费用)。 ...
将减碳行动贯彻生产运营全链条,中国心连心化肥荣获证券之星ESG碳路践行者奖
Zheng Quan Zhi Xing· 2025-07-31 08:20
近日,证券之星第三届ESG大会胜利举行。凭借在环境领域的卓越实践,中国心连心化肥荣获"碳路践 行者奖"。该奖项是由证券之星联合妙盈科技等专业权威机构,在中国首席经济学家论坛等指导下设立 的ESG领域权威奖项,旨在挖掘并表彰在碳排放领域实现卓越实践,推动经济效能与社会责任深度融合 的企业。 面对"双碳"目标,心连心深知,系统性减碳始于严密的治理架构。ESG报告显示,公司建立了董事会直 接领导的ESG治理体系,将气候变化风险纳入集团全面风险管理,并制定清晰的减碳目标。这种自上而 下的机制确保了碳排放管理不是孤立项目,而是融入生产、采购、研发的日常决策中。 在能源消耗的核心环节,心连心展现了技术破局的魄力。江西基地创新引入"绿电+灰电"双路供电系 统,首次应用双轴跟踪光伏技术为智能巡检装置供能;河南基地光伏发电量达958万千瓦时,清洁电力 占比稳步提升。更值得关注的是其工艺革新——通过磁悬浮风机改造、循环真空系统升级等项目,节约 煤炭和蒸汽消耗。2024年,集团在产能增长背景下,废气中硫氧化物减排21.2%,烟尘减排近50%,并且 连续13年获得"合成氨能效领跑者标杆企业"荣誉称号。 心连心的减碳智慧更体现在"变废 ...