据证券时报·数据宝统计，A股布局储能业务的上市公司超过百家，2024年上半年境外业务收入超1亿元 的56家公司中，有41家今年上半年境外业务收入实现同比增长，占比超70%。 其中9家公司同比增长超50%，永臻股份、科陆电子、上能电气今年上半年境外业务收入同比翻倍，永 臻股份增幅最高，达到275.95%。 转自：证券时报 人民财讯12月17日电，我国储能企业紧抓全球市场爆发式增长的机遇，加速拓展国际市场，出海步伐显 著加快。 根据CNESA DataLink全球储能数据库统计，2025年1—6月中国储能企业新增海外订单规模163GWh，同 比增长246%。业务覆盖全球50余个国家和地区，涉及出海企业超50家。 MACD金叉信号形成，这些股涨势不错！ | 代码 | | ジモト未生意外 | 同比增长 | 申万行业 | | --- | --- | --- | --- | --- | | | | 业务收入 | (%) | | | | | (亿元) | | | | 603381 | 永臻股份 | 9.06 | 275.95 | 电力设备 | | 002121 | 科陆电子 | 12.81 | 126.84 | 电力设备 ...

12月9日，永臻股份大宗交易成交47万股，成交额856.34万元，占当日总成交额的16.69%，成交价18.22 元，较市场收盘价20元折价8.9%。 | 交易日期 | 证券同核 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 类出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-12-09 | 永隆殿份 | 603381 | 18.22 | 218.64 | 12 | 用版公司总经图的 | | 彩 | | 2025-12-09 | 永隆殿份 | 603381 | 18.22 | 218.64 | 12 | 机构专用 | | 문 | | 2025-12-09 | 永隆殿份 | 603381 | 18.22 | 218.64 | 12 | 公司 2017年 11:50 | | 番 | | 2025-12-09 | 永隆殿份 | 603381 | 18.22 | 200.42 | 11 | | | Ka | ...

Investment Rating - The report assigns a "Buy" rating for the company, marking it as the first coverage [2][6]. Core Insights - The company is positioned in high-growth sectors such as robotics and thermal management, with significant profit enhancement from the overseas photovoltaic frame market [1][6]. - The company has a strong competitive edge in the photovoltaic frame sector, having successfully integrated into the supply chains of leading domestic and international manufacturers [6][29]. - The acquisition of Jienowei allows the company to enter the thermal management market, with clear expansion plans and an optimized customer structure expected to enhance profitability [6][31]. Financial Data and Profit Forecast - Total revenue projections for 2023 to 2027 are as follows: 5,391 million, 8,183 million, 12,329 million, 17,136 million, and 23,161 million respectively, with growth rates of 4.1%, 51.8%, 50.7%, 39.0%, and 35.2% [5][37]. - The forecasted net profit for the same period is 371 million, 268 million, 60 million, 373 million, and 692 million, with corresponding growth rates of 50.7%, -27.7%, -77.7%, 523.1%, and 85.6% [5][37]. - The company’s earnings per share are projected to be 1.56, 1.13, 0.25, 1.57, and 2.92 for the years 2023 to 2027 [5][37]. Business Strategy and Market Position - The company leverages its advantages in the photovoltaic and aluminum supply chains to diversify into thermal management, energy storage, and robotics, with future growth primarily driven by overseas markets [6][34]. - The company’s Vietnam base is strategically positioned to serve the US and Indian markets, benefiting from higher processing fees and profit margins [6][34]. - The company has established partnerships with key players in the robotics sector, leading to successful mass deliveries and anticipated growth in this business line [6][31]. Key Assumptions - The report assumes overseas frame sales of 95,000 tons, 155,000 tons, and 200,000 tons from 2025 to 2027, with domestic sales of 405,000 tons, 505,000 tons, and 600,000 tons respectively [6][34]. - The company is expected to achieve profitability in its energy storage business starting in the second half of 2026 [6][34]. Catalysts for Growth - Sufficient orders from the Vietnam base for photovoltaic frames [6][34]. - Continuous advancement in the application of new technologies for photovoltaic frames [6][34]. - New business segments entering a revenue-generating phase [6][34].

证券代码：603381 证券简称：永臻股份 公告编号：2025-062 永臻科技股份有限公司 一、离任情况 | | | | 原定 | | 是否继续 在上市公 | 具体职 | 是否存 在未履 | | --- | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 离任职务 | 离任时 间 | 任期 到期 | 离任原 因 | 司及其控 | 务（如 | 行完毕 | | | | | 日 | | 股子公司 任职 | 适用） | 的公开 承诺 | | HU HUA | 董事、副 总经理、 战 略 与 | 2025年 11 月 | 2027 年 9 月 日 1 | 已到退 休年龄 | 否 | 不适用 | 是 | | | 委员 ESG 会委员 | 日 28 | | | | | | (一) 提前离任的基本情况 (二) 离任对公司的影响 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： 永臻科技股份有限公司（以下简称"公司"）董事会于近日收到公司董事、 副总经理 HU HUA 女士递交的 ...

每经AI快讯，11月28日，永臻股份（603381）公告，公司董事会于近日收到公司董事、副总经理 HUHUA女士递交的书面辞职报告。HUHUA女士因已到退休年龄，申请辞去公司第二届董事会董事、 副总经理、战略与ESG委员会委员职务，辞职后将不在公司担任任何职务。 ...

格隆汇11月25日丨永臻股份(603381.SH)在投资者互动平台表示，公司在收购捷诺威后，结合捷诺威 在"扁挤压"技术方面的领先优势，大力发展新能源汽车电池托盘及液冷系统、储能电池托盘及液冷系 统、数据中心液冷系统、5G领域等领域的应用，快速切入热管理液冷这一潜力市场。公司计划在2026 年底将捷诺威的产能提升至10万吨，预计2026年出货3万吨左右，2027年将随产能释放实现进一步增 长。同时，公司将推动捷诺威从间接供应转向直接供应，进一步优化客户结构，提升盈利空间。 ...

Core Points - Yongzhen Co., Ltd. (603381.SH) closed at 20.89 yuan, with a decline of 2.11%, currently in a broken state [1] - The company was listed on the Shanghai Stock Exchange on June 26, 2024, with an initial public offering of 59.3141 million shares at a price of 23.35 yuan per share [1] - On the first day of trading, the stock reached a peak price of 44.99 yuan, marking the highest price since its listing [1] Fundraising and Financials - The total amount raised from the IPO was 138.49842 million yuan, with a net amount of 130.31317 million yuan after deducting issuance costs [1] - The actual net fundraising amount was 42.18683 million yuan less than the originally planned amount of 172.5 million yuan [1] - The issuance costs totaled 8.18525 million yuan (excluding VAT), with underwriting fees amounting to 5.53994 million yuan [1]

证券代码：603381 证券简称：永臻股份 公告编号：2025-061 永臻科技股份有限公司 关于对外担保的进展公告 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： | | 被担保人名称 本次担保金额 | YONZ INVESTMENT 万美元 1,500 | TECHNOLOGY (VIETNAM) CO., LTD. | | --- | --- | --- | --- | | 担 保 对 | | | | | 象 1 | 实际为其提供的担保余额 | 10,487.48 | 万元 | | | 是否在前期预计额度内 | 是 □否 | □不适用：_________ | | | 本次担保是否有反担保 | □是 否 | □不适用：_________ | 担保对象及基本情况 本次为公司合并报表范围内的全资子公司永臻越南提供的担保，在公司股东 会授权的担保额度范围内。截至本公告披露日，公司已实际为永臻越南提供的担 保余额为 10,487.48 万元（含本次）。 二、被担保人基本情况 （一）基本情况 累计担保情况 | 对 ...

Core Viewpoint - The company is leveraging its research, technology, and production advantages in aluminum alloy materials and extrusion industry to actively enter the humanoid robot sector [1] Group 1: Company Developments - The company has established a partnership with Zhiyuan Robotics, resulting in bulk deliveries and the supply of multiple core components for its main model [1] - Future plans include joint research with partners to explore the application of aluminum and magnesium alloys to meet lightweight and high-performance requirements [1] - The company aims to gradually increase the supply of related components to ensure sustained growth in its robotics business [1]

Core Viewpoint - The company is actively expanding into the humanoid robotics sector while maintaining its core business, leveraging its expertise in aluminum alloy materials and extrusion processes [1] Company Developments - The company has established a partnership with Zhiyuan Robotics, supplying key components for their main robotic models, and has achieved bulk delivery [1] - Future plans include joint research and development with partners to explore the application of aluminum and magnesium alloys to meet lightweight and high-performance requirements [1] - The company aims to gradually increase the supply of related components to ensure sustained growth in its robotics business [1]