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并购补链拓海外 宁波精达“十五五”卡位液冷与机器人赛道
Zheng Quan Shi Bao Wang· 2025-12-31 06:42
Core Viewpoint - Ningbo Jingda (603088) is experiencing significant growth driven by national policies supporting high-end equipment manufacturing and the new energy industry, with the introduction of new businesses such as high-speed precision presses contributing to the company's second growth engine [1] Group 1: Business Growth and Financial Performance - During the "14th Five-Year Plan" period (2021-2025), Ningbo Jingda's main business segments, including heat exchanger equipment and precision presses, are expected to see steady growth, with projected revenue of 818 million yuan in 2024, a year-on-year increase of 15.38%, and a net profit of 165 million yuan, up 3.37% [2] - The rapid development of downstream sectors such as new energy vehicles and large white goods is driving the growth of Ningbo Jingda's microchannel and high-speed precision press equipment [2] Group 2: Product Development and Technological Advancements - The company offers a range of precision press products, including high-speed precision presses and specialized equipment for new energy battery casing, which have become a significant part of its growth strategy [3] - Ningbo Jingda has established itself as a leading manufacturer in the heat exchanger sector, with products distributed in over 60 countries and partnerships with major brands like Denso, Daikin, and Panasonic [3] Group 3: Mergers and Acquisitions - The acquisition of Wuxi Weiyan marks Ningbo Jingda's first major merger in over a decade, enhancing its product offerings and optimizing its industrial structure [5] - Post-acquisition, Wuxi Weiyan has shown strong market performance, with new orders in the first half of 2025 seeing over 50% from exports, reflecting a 70% year-on-year increase [6] Group 4: Strategic Focus and Future Directions - Ningbo Jingda is targeting the liquid cooling and robotics sectors, leveraging its microchannel technology to enter the data center cooling market, which is becoming increasingly important due to rising heat generation from digital economies [7] - The company is also expanding into the intelligent robotics sector, with plans to integrate its technology with Wuxi Weiyan and other partners to enhance its market presence [8] - Looking ahead to the "15th Five-Year Plan," Ningbo Jingda aims to become a global leader in customized forming technology and equipment services, focusing on new fields such as liquid cooling and robotics [9]
宁波精达:公司致力于新能源产业发展
Zheng Quan Ri Bao· 2025-12-30 12:44
Core Viewpoint - Ningbo Jingda is actively engaged in the development of the new energy industry, focusing on key equipment that addresses critical challenges in the sector [2] Group 1: Company Initiatives - The company is involved in various aspects of the new energy sector, including new energy equipment, motors, battery casings, thermal management equipment, and microchannel equipment [2] - Ningbo Jingda has applied for first-of-its-kind projects and has received recognition from the Ministry of Industry and Information Technology for green initiatives, as well as support from Ningbo's key research and development programs [2] - The company is collaborating with universities and research institutions to accelerate the industrialization of technology and the realization of orders [2]
宁波精达:公司关注机器人产业发展趋势
Zheng Quan Ri Bao Wang· 2025-12-30 12:11
证券日报网讯12月30日,宁波精达(603088)在互动平台回答投资者提问时表示,公司关注机器人产业 发展趋势,如有进一步市场和业务进展将及时和市场沟通。 ...
宁波精达(603088) - 宁波精达关于完成工商变更登记的公告
2025-12-26 09:15
证券代码:603088 证券简称:宁波精达 公告编号:2025-063 宁波精达成形装备股份有限公司 关于完成工商变更登记的公告 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个别及连带责任。 宁波精达成形装备股份有限公司(以下简称"公司")于 2025 年 8 月 18 日、2025 年 9 月 4 日分别召开第五届董事会第十八次会议和 2025 年第一次临时 股东会,审议并通过 《关于变更注册资本、取消监事会并修订<公司章程>的议 案》,对公司注册资本进行了变更,公司总股本由 437,871,840 股增加至 502,387,966 股,公司注册资本由 437,871,840 元增加至 502,387,966 元。同时 对《公司章程》的部分条款进行修订,具体内容详见公司于 2025 年 8 月 19 日在 上海证券交易所网站(www.sse.com.cn)及指定媒体上披露的《宁波精达关于变 更注册资本、取消监事会并修订<公司章程>及修订、制定部分制度的公告》(公 告编号:2025-050)。 近日,公司已完成工商变更登记手续及修订后 ...
宁波精达12月25日获融资买入2639.38万元,融资余额1.99亿元
Xin Lang Zheng Quan· 2025-12-26 01:21
Group 1 - The core viewpoint of the news is that Ningbo Jinda experienced a slight increase in stock price and trading volume, with significant financing activities indicating a high level of investor interest [1] - On December 25, Ningbo Jinda's stock rose by 2.65%, with a trading volume of 210 million yuan, and a net financing buy of -131,500 yuan, indicating a balance of 199 million yuan in margin trading [1] - The company has a high financing balance, accounting for 4.18% of its market capitalization, which is above the 70th percentile of the past year [1] Group 2 - As of September 30, the number of shareholders for Ningbo Jinda decreased by 15.48% to 27,500, while the average circulating shares per person increased by 18.93% to 15,907 shares [2] - For the period from January to September 2025, Ningbo Jinda reported a revenue of 549 million yuan, a year-on-year decrease of 5.63%, and a net profit attributable to shareholders of 75.88 million yuan, down 36.07% year-on-year [2] Group 3 - Since its A-share listing, Ningbo Jinda has distributed a total of 645 million yuan in dividends, with 350 million yuan distributed over the past three years [3]
宁波精达股价连续4天上涨累计涨幅5.18%,中邮基金旗下1只基金持4.2万股,浮盈赚取2.18万元
Xin Lang Cai Jing· 2025-12-24 07:34
Group 1 - Ningbo Jinda's stock price increased by 1.25% to 10.57 CNY per share, with a trading volume of 177 million CNY and a turnover rate of 3.82%, resulting in a total market capitalization of 5.31 billion CNY [1] - The stock has risen for four consecutive days, with a cumulative increase of 5.18% during this period [1] - Ningbo Jinda was established on August 15, 2002, and listed on November 11, 2014, focusing on the research, production, and sales of heat exchanger equipment and precision presses [1] Group 2 - The main business revenue composition of Ningbo Jinda includes heat exchangers (37.23%), presses (34.17%), microchannels (14.92%), molds (6.65%), spare parts (1.81%), and automotive components (1.56%) [1] - Zhongyou Fund holds a significant position in Ningbo Jinda, with its fund "Zhongyou Advanced Manufacturing Mixed Initiation A" (024261) owning 42,000 shares, accounting for 1.43% of the fund's net value [2] - The fund manager, Jin Zhenzhen, has a total asset scale of 1.90 billion CNY, with a best fund return of 62.13% and a worst return of -7.36% during his tenure [2]
宁波精达(603088.SH):无锡微研和谷歌公司目前没有直接的业务关联或合作关系
Ge Long Hui· 2025-12-23 07:46
格隆汇12月23日丨宁波精达(603088.SH)投资者互动平台表示,公司关注产业链的趋势变化,无锡微研 和谷歌公司目前没有直接的业务关联或合作关系。 ...
宁波精达(603088) - 宁波精达关于公司非独立董事辞职暨选举职工董事的公告
2025-12-19 09:45
证券代码:603088 证券简称:宁波精达 公告编号:2025-062 (一) 提前离任的基本情况 (二) 离任对公司的影响 根据《公司法》《公司章程》等有关规定,郑功先生的辞职未导致公司董事 会成员低于法定最低人数,不会影响公司董事会的正常运作以及日常经营的正常 进行,其辞职报告自送达董事会之日起生效。 截至本公告披露日,郑功先生持有公司股票 9,547,809 股,不存在应履行而 未履行的承诺事项。 宁波精达成形装备股份有限公司 关于公司非独立董事辞职暨选举职工董事的公告 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: 宁波精达成形装备股份有限公司(以下简称"公司 ")董事会于 2025 年 12 月 19 日收到公司董事郑功先生的书面辞职报告。郑功先生因公司治理结构调 整,申请辞去公司非独立董事职务。同日公司董事会接到公司工会《关于推选宁 波精达成形装备股份有限公司董事会职工董事的函》,公司职工代表大会选举郑 功先生为公司第五届董事会职工董事。 一、董事离任情况 | 姓名 | | 离任职务 | | 离任时 ...
宁波精达成形装备股份有限公司关于持股5%以上股东权益变动触及1%刻度的提示性公告
Shang Hai Zheng Quan Bao· 2025-12-18 19:29
登录新浪财经APP 搜索【信披】查看更多考评等级 关于持股5%以上股东权益变动触及1%刻度的提示性公告 投资者及其一致行动人保证向本公司提供的信息真实、准确、完整,没有虚假记载、误导性陈述或重大 遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示: ■ 一、信息披露义务人及其一致行动人的基本信息 1.身份类别 ■ 证券代码:603088 证券简称:宁波精达 公告编号:2025-061 宁波精达成形装备股份有限公司 二、权益变动触及1%刻度的基本情况 宁波精达成形装备股份有限公司(以下简称"公司")于 2025 年12月 18日收到股东郑功出具的告知函, 2025 年12月16日至2025 年12月18日,股东郑功通过集中竞价方式减持公司股份2,177,800股。郑功及一 致行动人合计持有公司股份比例由17.31%变为16.88%,权益变动触及1%刻度线,具体情况如下: ■ 注:1. 上表所涉数据的尾数差异系四舍五入所致; 三、其他说明 1.本次权益变动符合《证券法》《上市公司收购管理办法》《上市公司董事、监事和高级管理人员所持 本公司股份及其变动管理规则》《上海证券交易所 ...
宁波精达(603088) - 宁波精达关于持股5%以上股东权益变动触及1%刻度的提示性公告
2025-12-18 10:47
投资者及其一致行动人保证向本公司提供的信息真实、准确、完整, 没有虚假记载、误导性陈述或重大遗漏。 证券代码:603088 证券简称:宁波精达 公告编号:2025-061 宁波精达成形装备股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性 公告 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | ☑其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人(仅适用 | | | 于无控股股东、实际控制人) | | | □其他______________(请注明) | 重要内容提示: 权益变动方向 比例增加□ 比例减少☑ 权益变动前合计比例 17.31% 权益变动后合计比例 16.88% 本次变动是否违反已作出的承 诺、意向、计划 是□ 否☑ 是否触发强制要约收购义务 是□ 否☑ | 一致行动人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | ...