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华脉科技分析师会议-20250515
Dong Jian Yan Bao· 2025-05-15 14:48
1. Report Basic Information - Research Object: Huamai Technology [17] - Industry: Communication Equipment [17] - Reception Time: May 15, 2025 [17] - Company Reception Staff: Chairman Xu Aimin, Director and General Manager Yang Yong, Director and Financial Controller Lu Yumin, Independent Director Chen Yiping, and Board Secretary Chen Ge [17] 2. Core Views - The communication industry will continue to accelerate on the path of technological innovation. The integration of AI and communication technologies will give rise to more intelligent applications, and the in - depth deployment of 5G and forward - looking research on 6G will inject new vitality into the industry [24] - Huamai Technology's future profit growth drivers include focusing on the main business, market transformation, innovation - driven development, and optimizing resource allocation [27] 3. Company Performance - In 2024, the company achieved an operating income of 90,559,990 yuan and a net profit attributable to the parent company's shareholders of 1,456,950 yuan [29] - In 2025 Q1, the company's overall revenue declined, mainly due to the impact of market demand changes on products such as ODN network physical connection and protection equipment, optical passive devices, and indoor optical cables [24] 4. R & D Investment and Achievements - In 2024, the company's R & D investment was 4,562,540 yuan [27] - In 2024, the company added 41 patents (26 invention patents). As of December 31, 2024, it had a total of 643 valid patent authorizations (141 invention patents), 126 software copyrights, and participated in formulating 97 standards, including 6 national standards, 79 industry standards, and 12 group standards [28]
午后,突发!直线涨停,发生了什么?
券商中国· 2025-05-09 06:46
5G又有重磅驱动! 今日午后,A股5G概念股局部异动,武汉凡谷直线涨停,硕贝德涨超10%,创远信科直线拉涨超13%,硕贝德、广哈 通信、华脉科技、瀛通通讯等纷纷冲高。 据央视新闻报道,最近,不少北京移动和联通用户发现手机上出现了5G高级(下文称"5G-A")信号。报道认为, 5G-A和5G相比,能够在容量、速率、时延、定位、可靠性等方面实现大幅提升,可以带来更快、更优质的通信体 验,并有望实现低成本千亿物联。 据业内专家介绍,中国电信运营商已在全国31个省区部署了5G-A试验网络,初期容量可支持5000万用户。该技术也 已在欧洲、拉美、中东等全球其他地区得到验证。中国移动表示,计划今年投资近100亿元人民币(约合14亿美 元),扩展其5G-A无线网络中基于人工智能的应用,并升级超过40万个基站。中国电信等其他运营商正在多个行业 试点5G-A解决方案。 与此同时,中国联通计划在39个重点城市和300多个城市应用区启动5G-A,覆盖物联网(IoT)、车联网(IoV)和 工业互联网等关键场景。目前,中国移动已公布100个支持5G-A网络的试点城市,并计划在今年年底前将覆盖范围 扩大到全国300多个城市。仅在北京,就 ...
华脉科技:2025一季报净利润-0.09亿 同比下降125%
Tong Hua Shun Cai Bao· 2025-04-28 12:57
| 名称 | 持有数量(万股) | 占总股本比例 | 增减情况(万 | | --- | --- | --- | --- | | | | (%) | 股) | | 胥爱民 | 3690.50 | 22.98 | 不变 | | 王晓甫 | 432.23 | 2.69 | 不变 | | 吴珩 | 200.28 | 1.25 | -13.40 | | 朱宁 | 124.88 | 0.78 | 不变 | | 大成中证360互联网+指数A | 100.25 | 0.62 | 4.68 | | MORGAN STANLEY & CO. INTERNATIONAL PLC. | 68.18 | 0.42 | 新进 | | 王治星 | 55.26 | 0.34 | 新进 | | 陆翔 | 45.86 | 0.29 | 新进 | | 习亚飞 | 41.55 | 0.26 | 新进 | | 高盛国际-自有资金 | 40.88 | 0.25 | 新进 | | 较上个报告期退出前十大股东有 | | | | | 张广石 | 178.68 | 1.11 | 退出 | | 马绍炜 | 83.70 | 0.52 | 退出 | | 上海游马地投 ...
华脉科技(603042) - 2025 Q1 - 季度财报
2025-04-28 12:30
Financial Performance - The company's operating revenue for Q1 2025 was ¥154,677,320.01, representing a decrease of 10.89% compared to ¥173,587,705.34 in the same period last year[5] - The net profit attributable to shareholders was a loss of ¥9,337,732.00, compared to a loss of ¥3,827,000.47 in the previous year, indicating a significant decline[5] - The company reported a net loss of RMB 9,855,567.34 for Q1 2025, compared to a net loss of RMB 517,835.34 in Q1 2024[15] - The total comprehensive income amounted to -7,507,475.50, compared to -5,909,392.65 in the previous year, reflecting a worsening financial position[19] Cash Flow - The cash flow from operating activities showed a net outflow of ¥23,034,398.47, a substantial increase in cash outflow compared to ¥3,134,701.60 in the same period last year[5] - Operating cash flow for Q1 2025 was -23,034,398.47, a decline from -3,134,701.60 in Q1 2024, indicating increased cash outflows from operations[22] - Investment activities generated a net cash flow of -29,399,827.94 in Q1 2025, compared to a positive cash flow of 4,890,733.09 in Q1 2024, showing a shift towards cash outflows[23] - Financing activities resulted in a net cash flow of -5,392,957.94 in Q1 2025, compared to -51,571,906.06 in Q1 2024, indicating reduced cash inflows from financing[23] Assets and Liabilities - Total assets at the end of the reporting period were ¥1,546,440,824.43, down 1.22% from ¥1,565,556,295.19 at the end of the previous year[6] - Total liabilities as of March 31, 2025, were RMB 584,225,764.08, compared to RMB 595,833,759.34 at the end of 2024, indicating a reduction of 1.0%[15] - The company's total assets were RMB 1,546,440,824.43 as of March 31, 2025, down from RMB 1,565,556,295.19 at the end of 2024[14] - The company’s equity attributable to shareholders was RMB 889,817,749.42 as of March 31, 2025, down from RMB 899,209,682.35 at the end of 2024[15] Operating Costs - Total operating costs for Q1 2025 were RMB 169,842,557.28, down 8.1% from RMB 184,801,196.36 in Q1 2024[17] - Operating costs included RMB 121,716,839.70 in operating expenses for Q1 2025, a decrease of 12.3% from RMB 138,828,083.97 in Q1 2024[17] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 34,375[9] - Shareholders' equity attributable to the company was ¥889,817,749.42, a decrease of 1.04% from ¥899,209,682.35 at the end of the previous year[6] Credit and Impairment - The company reported a significant increase in credit impairment losses of 3,352,182.74, compared to a recovery of -17,562.11 in the previous year, highlighting potential credit risk issues[19] Research and Development - Research and development expenses were 11,095,915.01, slightly up from 11,087,383.24 in the previous year, reflecting continued investment in innovation[19] Inventory and Cash Management - Cash and cash equivalents decreased to RMB 383,504,618.68 from RMB 418,116,839.89 as of December 31, 2024, a decline of 8.3%[13] - The cash and cash equivalents at the end of Q1 2025 were 264,444,993.02, down from 200,500,154.78 in Q1 2024, indicating a decrease in liquidity[23] - Inventory increased to RMB 102,546,550.47 as of March 31, 2025, up from RMB 74,931,774.13 at the end of 2024, reflecting a growth of 36.9%[13] Expenses - Sales expenses decreased to 14,639,639.33 from 15,113,091.12, indicating a reduction in marketing costs[19] - The company’s interest expenses were 1,469,150.88, down from 1,847,547.62, suggesting improved debt management[19]
新股上市内地市场权益提示
HWABAO SECURITIES· 2025-04-25 07:36
New Stock Listings - The new stock "Zhongjie Automobile" (code: 301560) is listed at an issuance price of 16.50[1] Rights Issues and Offers - Cash option for "AVIC Capital" (code: 600705) is available from April 23 to April 25, 2025[1] - Tender offer for "ST Xinchao" (code: 600777) is open from April 23 to May 22, 2025[1] - "ST Puli" (code: 300630) will enter the delisting arrangement period starting April 28, 2025[1] Market Alerts - "Guoguang Chain" (code: 605188) has reported severe abnormal fluctuations[1] - "Dongfang Tong" (code: 300379) also reported severe abnormal fluctuations[1] Other Announcements - "Huili B" (code: 900939) has a recent announcement linked to its trading activities[1] - "Zhejiang Rongtai" (code: 603119) has a recent announcement linked to its trading activities[1] - "ST Jiuyou" (code: 600462) has a recent announcement linked to its trading activities[1]
华脉科技龙虎榜:营业部净买入754.82万元
近半年该股累计上榜龙虎榜17次,上榜次日股价平均跌0.22%,上榜后5日平均跌6.74%。 资金流向方面,今日该股主力资金净流出3887.86万元,其中,特大单净流出1841.60万元,大单资金净 流出2046.27万元。近5日主力资金净流出6221.09万元。 4月19日公司发布的2024年报数据显示,2024年公司共实现营业收入9.06亿元,同比下降3.70%,实现净 利润1456.95万元,同比增长117.30%。(数据宝) 华脉科技(603042)今日下跌4.72%,全天换手率29.46%,成交额6.72亿元,振幅7.46%。龙虎榜数据显 示,营业部席位合计净买入754.82万元。 上交所公开信息显示,当日该股因日换手率达29.46%上榜,营业部席位合计净买入754.82万元。 证券时报·数据宝统计显示,上榜的前五大买卖营业部合计成交7307.00万元,其中,买入成交额为 4030.91万元,卖出成交额为3276.09万元,合计净买入754.82万元。 具体来看,今日上榜营业部中,第一大买入营业部为东方财富证券股份有限公司拉萨金融城南环路证券 营业部,买入金额为916.19万元,第一大卖出营业部为国新 ...
盘前有料丨事关自贸区,中共中央、国务院发文;宁德时代发布第二代神行超充电池……重要消息还有这些
Zheng Quan Shi Bao· 2025-04-22 00:02
重要的消息有哪些 1.近日,中共中央、国务院印发《关于实施自由贸易试验区提升战略的意见》(以下简称《意见》), 对自由贸易试验区建设工作作出系统部署。《意见》强调,经过5年左右的首创性、集成式探索,实现 自由贸易试验区制度型开放水平、系统性改革成效、开放型经济质量全面提升,以贸易、投资、资金流 动、交通运输、人员往来自由便利和数据安全有序流动为重点的政策体系更加完善,科技创新和产业创 新深度融合,现代产业集群能级跃升,新质生产力加快发展,打造开放层次更高、营商环境更优、辐射 作用更强的改革开放新高地。(新华社) 2.商务部新闻发言人就美国以关税手段胁迫其他国家限制对华经贸合作事答记者问。有记者问:据多家 境外媒体报道,消息人士透露,特朗普政府正准备在关税谈判中向其他国家施压,要求其他国家限制与 中国的贸易往来,以换取美方关税豁免。请问发言人对此有何评论?答:我们注意到有关报道。近期, 美国打着所谓"对等"旗号对所有贸易伙伴滥施关税,同时又胁迫各方与其开启所谓"对等关税"谈判。这 是打着"对等"的幌子,在经贸领域推行霸权政治、实施单边霸凌。绥靖换不来和平,妥协也得不到尊 重。为一己一时私利,以损害别人利益来换取 ...
华脉科技(603042) - 股票交易异常波动公告
2025-04-21 09:04
证券代码:603042 证券简称:华脉科技 公告编号:2025-028 南京华脉科技股份有限公司 股票交易异常波动公告 重要内容提示: 一、股票交易异常波动的具体情况 南京华脉科技股份有限公司(以下简称"公司"、"本公司")股票于 2025 年 4 月 17 日、4 月 18 日、4 月 21 日连续 3 个交易日内日收盘价格涨幅偏离值累 计超过 20%,已触及《上海证券交易所交易规则》规定的股票交易异常波动标准。 敬请广大投资者注意二级市场交易风险,理性决策,审慎投资。 公司股票于2025年4月17日、2025年4月18日、2025年4月21日连续3个交易日 内日收盘价格涨幅偏离值累计超过 20%,已触及《上海证券交易所交易规则》规 定的股票交易异常波动标准。 公司当前市盈率水平与同行业平均水平存在较大差异。 经公司自查,公司目前日常经营情况正常,市场环境、行业政策没有发 生重大调整,内部生产经营秩序正常,不存在应披露而未披露的重大信息。公司 目前业务侧重于通信基础设施方面,主要包含光配线架、光分路器、合路器、光 跳纤、光缆等光通信产品及微波无源器件等无线通信网络建设产品,室内室外设 备机箱、机柜、天线系列 ...
华脉科技(603042) - 控股股东、实际控制人关于股票交易异常波动有关情况的说明
2025-04-21 09:00
管爱民: 2025 年 4 日 在华脉科技本次股票异常波动期间,本人不存在买卖公司股票行 为。 特此说明。 关于股票交易异常波动有关情况的说明 南京华脉科技股份有限公司: 本人作为华脉科技控股股东、实际控制人,截至日前,除华脉科 技已公开披露信息外,不存在其他影响公司股票交易异常波动的重大 事项;不存在其他涉及公司应披露而未披露的重大信息,包括但不限 于重大资产重组、股份发行、收购、债务重组、业务重组、资产剥离、 资产注入、股份回购、股权激励、破产重整、重大业务合作、引进战 略投资者等重大事项。 ...
2连板华脉科技:目前业务侧重于通信基础设施方面
news flash· 2025-04-21 08:37
Core Viewpoint - Huamai Technology (603042.SH) is currently focusing its business on communication infrastructure, with no significant changes in market environment or industry policies [1] Business Overview - The company’s daily operations are normal, and there are no undisclosed significant information [1] - Huamai Technology's business primarily includes optical distribution frames, optical splitters, combiners, optical jumpers, optical cables, and microwave passive devices for wireless communication network construction [1] - The product range also encompasses indoor and outdoor equipment such as cabinets, racks, and antenna series [1]