Champion Asia(603386)

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骏亚科技股价震荡下行 上半年业绩扭亏为盈
Jin Rong Jie· 2025-07-29 18:51
Company Overview - Junya Technology's main business involves the research, production, and sales of printed circuit boards (PCBs), which are widely used in consumer electronics, communication devices, and automotive electronics [1] - The company operates within the electronic components sector [1] Financial Performance - As of July 29, Junya Technology's stock price was 14.56 yuan, reflecting a decline of 1.89% from the previous trading day, with an intraday fluctuation of 12.26% and a trading volume of 980 million yuan [1] - The company is expected to turn a profit in the first half of 2025, primarily driven by increased demand for high-end PCBs in AI servers and high-speed computing, leading to a higher proportion of high-value-added products [1] Market Activity - On July 29, there was a net outflow of 56.02 million yuan in the main funds for Junya Technology [2]
三大股指高位震荡 市场重回半年度业绩主线
Shang Hai Zheng Quan Bao· 2025-07-28 18:58
Market Overview - The A-share market showed high volatility, with the Shanghai Composite Index closing at 3597.94 points, up 0.12% [2] - The Shenzhen Component Index rose 0.44% to 11217.58 points, while the ChiNext Index increased by 0.96% to 2362.60 points [2] - Total trading volume in the Shanghai and Shenzhen markets was 17.423 trillion yuan, a decrease of 45 billion yuan compared to the previous Friday [2] PCB Sector Performance - The AI hardware sector, represented by PCB (Printed Circuit Board) concepts, led the market with significant gains, with multiple stocks hitting the daily limit [3] - Notable performers included Fangbang Shares, Junya Technology, and Pengding Holdings, with Shenghong Technology surging over 17% [3] - At least 10 PCB companies have released half-year performance forecasts, with Shengyi Electronics expecting a net profit increase of 432% year-on-year [3] - The demand for high-end PCBs is rapidly growing due to AI computing needs, with projections indicating a supply-demand gap for AI PCBs by 2026 [3] Non-Bank Financial Sector - The non-bank financial sector, including brokerage and insurance, performed well, with the Shenwan Securities Index rising by 0.68% [4] - Major brokerages like Zhongyin Securities and Huatai Securities saw significant stock price increases, with at least 12 brokerages forecasting over 100% growth in net profit for the first half of the year [4][5] - The insurance sector benefited from economic recovery, with a notable increase in the sales of savings-type products [5] Resource Sector Dynamics - The resource sector experienced significant divergence, with coal, steel, and oil sectors undergoing substantial corrections [6] - Futures markets saw sharp declines in black and new energy commodities, with major contracts for coking coal and lithium carbonate hitting the daily limit down [6] - Several brokerages have warned of trading risks in the resource sector, suggesting that the recent price surges were driven by policy expectations and market sentiment [6] Investment Themes - In the medium to long term, institutions suggest focusing on undervalued sectors within the "anti-involution" theme, including polyurethane, LED, and semiconductor precursor materials [7] - The "anti-involution" theme has begun to expand, with specific commodities like red dates experiencing price fluctuations [7]
骏亚科技:公司PCB应用于多家知名机器人客户的产品
news flash· 2025-07-24 09:02
Core Viewpoint - Junya Technology (603386.SH) is actively expanding its customer base both domestically and internationally, focusing on the supply of PCBs for AI servers and computer motherboards, with a goal to increase revenue share by 2026 depending on various factors [1] Group 1 - The company has long been supplying computer motherboards and is now focusing on the more specialized field of AI servers [1] - Junya Technology's PCBs are utilized in products from several well-known robotics clients, indicating a strong presence in the robotics sector [1] - The company aims to continue advancing its market expansion in AI applications and robotics [1]
骏亚科技: 骏亚科技:关于归还部分用于暂时补充流动资金的募集资金的公告
Zheng Quan Zhi Xing· 2025-07-17 10:13
Core Viewpoint - The company has announced the return of part of the temporarily used funds from its raised capital, ensuring compliance with regulations and maintaining transparency in its financial practices [1][2]. Group 1: Fund Management - The company has approved the use of up to RMB 36 million of idle raised funds to temporarily supplement its working capital, with a commitment to return the funds within 12 months [1]. - As of the announcement date, the total amount of returned temporarily used funds is RMB 36 million, leaving a remaining balance of RMB 59 million for temporary working capital [2]. Group 2: Compliance and Disclosure - The company has notified its sponsor institution and representative regarding the return of the funds, ensuring adherence to disclosure obligations [1][2]. - The company will return the temporarily used funds to the designated account within the stipulated timeframe and will fulfill its information disclosure responsibilities promptly [2].
骏亚科技(603386) - 骏亚科技:关于归还部分用于暂时补充流动资金的募集资金的公告
2025-07-17 10:00
关于归还部分用于暂时补充流动资金的募集资金的 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。 广东骏亚电子科技股份有限公司(以下简称"公司")于2024年8月21日召开 第三届董事会第二十三次会议及第三届监事会第二十次会议,审议通过了《关于 使用部分闲置募集资金暂时补充流动资金的议案》,同意公司使用不超过人民币 9,500万元的闲置募集资金暂时补充流动资金,使用期限为自公司董事会审议通 过之日起不超过12个月,使用期限届满,公司将及时把资金归还至募集资金专用 账 户 。 具 体 内 容 详 见 公 司 于 2024 年 8 月 22 日 在 上 海 证 券 交 易 所 网 站 (www.sse.com.cn)及指定信息披露媒体披露的《骏亚科技:关于使用部分闲置 募集资金暂时补充流动资金的公告》(公告编号:2024-036)。 2025年7月17日,公司将暂时补充流动资金的550万元闲置募集资金提前归还 至公司募集资金专用账户,并已将该归还情况通知了保荐机构和保荐代表人。 证券代码:603386 证券简称:骏亚科技 公告编 ...
骏亚科技: 骏亚科技:2025年半年度业绩预盈公告
Zheng Quan Zhi Xing· 2025-07-10 16:23
Group 1 - The company expects to achieve a turnaround in net profit for the first half of 2025, with an estimated net profit of between 36 million and 42 million yuan [1][2] - The estimated net profit attributable to shareholders, excluding non-recurring gains and losses, is projected to be between 23 million and 29 million yuan [1][2] - The company reported a total profit of -27.6173 million yuan and a net profit attributable to shareholders of -16.3427 million yuan for the same period last year [1] Group 2 - The increase in PCB business compared to the same period last year has contributed to the rise in operating income and gross margin [1] - Continuous improvements in cost management and a decrease in period expenses have positively impacted the company's performance [1]
骏亚科技(603386) - 2025 Q2 - 季度业绩预告(更正)
2025-07-10 09:10
[Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company forecasts a significant turnaround to profitability in H1 2025, with net profit attributable to shareholders estimated between RMB 36 million and RMB 42 million H1 2025 Performance Forecast | Metric | Estimated Amount (RMB) | | :--- | :--- | | **Net Profit Attributable to Shareholders** | RMB 36.00 million to RMB 42.00 million | | **Net Profit Attributable to Shareholders (Excluding Non-recurring Items)** | RMB 23.00 million to RMB 29.00 million | - Compared to the same period last year, the company expects to achieve a turnaround from loss to profit in the first half of 2025[3](index=3&type=chunk) - This performance forecast represents preliminary calculations by the company's finance department and has not been audited by a certified public accountant[3](index=3&type=chunk) [Prior Period Performance Review](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E7%BB%8F%E8%90%A5%E4%B8%9A%E7%BB%A9%E5%92%8C%E8%B4%A2%E5%8A%A1%E7%8A%B6%E5%86%B5) In the prior year's corresponding period, the company reported a loss, with net profit attributable to shareholders at RMB -16.34 million and diluted EPS at RMB -0.05 H1 2024 Key Financial Data | Metric | H1 2024 Data | | :--- | :--- | | **Total Profit** | RMB -27.62 million | | **Net Profit Attributable to Shareholders** | RMB -16.34 million | | **Net Profit Attributable to Shareholders (Excluding Non-recurring Items)** | RMB -28.63 million | | **Earnings Per Share (EPS)** | RMB -0.05 | [Analysis of Forecasted Profitability](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E7%9B%88%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) The forecasted profitability is primarily driven by growth in core business and effective cost control, leading to increased PCB business volume, revenue, and gross margin, alongside reduced period expenses - The company's core **PCB business** experienced year-over-year growth, driving an increase in both operating revenue and gross margin[7](index=7&type=chunk) - Continuous improvements in cost management led to a year-over-year decrease in **period expenses**, positively impacting performance[7](index=7&type=chunk) [Risk Warning and Other Disclosures](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA%20%26%20%E4%BA%94%E3%80%81%E5%85%B6%E4%BB%96%E8%AF%B4%E6%98%8E%E4%BA%8B%E9%A1%B9) The company emphasizes that this preliminary, unaudited performance forecast is subject to final financial data in the official H1 2025 report, urging investors to exercise caution regarding investment risks - This performance forecast is a preliminary calculation by the company's finance department based on its professional judgment and has not been audited by a certified public accountant[8](index=8&type=chunk) - The company advises investors that the final financial data will be based on the officially disclosed H1 2025 semi-annual report, and investment risks should be noted[9](index=9&type=chunk)
骏亚科技:预计2025年上半年净利润为3600万元至4200万元,实现扭亏为盈
news flash· 2025-07-10 08:57
Core Viewpoint - Junya Technology (603386) is expected to turn a profit in the first half of 2025, with net profit attributable to shareholders projected between 36 million to 42 million yuan, and net profit excluding non-recurring gains and losses estimated between 23 million to 29 million yuan [1] Financial Performance - The company's PCB business has increased compared to the same period last year, contributing to the rise in operating revenue and gross margin [1] - Improvements in cost management and a decrease in period expenses have positively impacted the company's performance [1]
年报问询,骏亚科技现形:高多层板“跛足”难行,募投项目延期四年陷困局
Tai Mei Ti A P P· 2025-07-07 14:54
Core Viewpoint - Junya Technology (603386.SH) faces significant challenges, including declining performance, delayed investment projects, and a lack of competitiveness in the high-layer PCB market, which has led to a three-year consecutive decline in revenue and profit [2][3][10] Financial Performance - The company reported revenues of 2.573 billion yuan in 2022, 2.427 billion yuan in 2023, and projected 2.347 billion yuan in 2024, with net profits of 163 million yuan, 69 million yuan, and a loss of 154 million yuan respectively, indicating a downward trend [2] - The gross margin plummeted from 18.63% in 2022 to 9.30% in 2024, a decrease of 9.33 percentage points [3][6] Market Position and Product Strategy - Junya Technology's core product, PCB, accounted for 88.64% of revenue in 2024, but revenue from PCB declined from 2.34 billion yuan in 2022 to 2.08 billion yuan in 2024 [3][6] - The company has a low presence in high-layer PCBs (8 layers and above), with only 9% market share, while competitors have successfully targeted high-growth areas such as AI servers and high-speed communication [4][5] Customer Dependency and Sales Strategy - The company's largest customer, Flex, saw sales drop from 166 million yuan in 2023 to 46.81 million yuan in 2024, forcing Junya to adopt a low-margin domestic sales strategy to maintain production [3][4] Acquisition and Investment Issues - Junya Technology's aggressive acquisitions in 2019 resulted in significant goodwill, but the acquired companies have underperformed, leading to impairment losses [7] - The company initiated a fundraising project in 2021 for a high-precision PCB project, but actual funds raised were only 184 million yuan, with project completion delayed to December 2025 and only 53.63% of the investment made by the end of 2024 [8][9][10]
骏亚科技: 骏亚科技:民生证券股份有限公司关于广东骏亚科技股份有限公司2024年报告的信息披露监管问询函的核查意见
Zheng Quan Zhi Xing· 2025-07-06 16:14
Core Viewpoint - The company has faced multiple delays in its fundraising project due to various market and economic factors, leading to a cautious approach in capital investment and project implementation [1][2][3] Group 1: Fundraising Project Delays - The company raised a net amount of 184 million RMB from a non-public stock issuance in 2020, intended for an 800,000 square meter smart interconnected high-precision circuit board project, which has been delayed multiple times, now expected to complete by December 2025 [1] - The project has seen a total investment of 23 million RMB in 2024, with 65 million RMB of the raised funds still unreturned as of May 2024 [1] - The company’s monetary funds and long-term borrowings totaled 518 million RMB by the end of 2024 [1] Group 2: Market Environment and Business Development - The consumer electronics market saw a decline of 2.37% in 2023, with a projected compound annual growth rate (CAGR) of only 2.25% from 2023 to 2028, significantly lower than the global electronics CAGR of 5.7% [2] - The company’s products are primarily used in consumer electronics and renewable energy sectors, facing intense competition and longer product certification cycles [2][3] - The company has been cautious in capital investments since Q4 2021, slowing down project implementation to mitigate adverse impacts on performance due to market conditions [3] Group 3: Financial Performance - The company reported a revenue of 234.72 million RMB in 2024, down 3.30% year-on-year, with a net loss of 15.44 million RMB, a significant decline of 325.20% compared to the previous year [5] - The company’s performance has been under pressure due to macroeconomic factors, leading to a cautious approach in project funding and execution [5][6] Group 4: Fund Utilization and Compliance - The company has utilized part of the raised funds for temporary working capital, with a total of 160 million RMB returned to the special account by the end of 2023 [10][12] - The company has ensured that the use of funds complies with regulations, with no evidence of misappropriation or violation of fund usage rules [14]