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洪田股份:关于会计政策变更的公告
2024-10-30 08:41
证券代码:603800 证券简称:洪田股份 公告编号:2024-092 江苏洪田科技股份有限公司 关于会计政策变更的公告 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: ● 本次会计政策变更系根据中华人民共和国财政部会计司编写的《企业会 计准则应用指南汇编 2024》,对江苏洪田科技股份有限公司(以下简称"公司") 原会计政策相关内容进行调整。 ●本次公司执行新颁布的会计政策,对公司财务状况、经营成果和现金流不 产生重大影响。 一、会计政策变更概述 (一)会计政策变更的性质 本次会计政策变更属于根据国家统一的会计制度要求变更会计政策。 (二)会计政策变更的原因、内容及日期 1.2024 年 3 月,财政部会计司编写的《企业会计准则应用指南汇编 2024》 出版发行,其中第十四章规定,企业提供的、不能作为收入规定的单项履约义务 的质量保证(以下简称"保证类质量保证"),因该质量保证产生的预计负债, 应当按确定的金额,计入"主营业务成本"或"其他业务成本"。 由于上述应用指南的变化,公司需对原会计政策进行相应变更, ...
道森股份(603800) - 2024 Q3 - 季度财报
2024-10-30 08:41
Financial Performance - The company's operating revenue for Q3 2024 was ¥378,643,212.24, a decrease of 17.95% compared to the same period last year[2]. - The net profit attributable to shareholders for Q3 2024 was ¥25,119,186.13, an increase of 123.11% year-on-year[2]. - The net profit attributable to shareholders after deducting non-recurring gains and losses for Q3 2024 was ¥13,409,970.22, an increase of 18.51% year-on-year[2]. - The basic earnings per share for Q3 2024 was ¥0.1239, up 125.27% compared to the same period last year[3]. - Net profit for the third quarter of 2024 was CNY 107,341,416.12, a slight decrease of 4.4% compared to CNY 112,729,615.91 in the same quarter of 2023[17]. - The total comprehensive income for the period amounted to CNY 107,341,506.28, compared to CNY 112,729,615.91 in the previous period, reflecting a decrease of approximately 4.3%[18]. - The net profit attributable to the parent company was CNY 85,143,846.56, an increase of 40.2% from CNY 60,740,474.13 in the same period last year[18]. - Basic and diluted earnings per share were both CNY 0.4175, up from CNY 0.2929 in the previous year, representing an increase of 42.6%[18]. Cash Flow and Assets - The net cash flow from operating activities for Q3 2024 was ¥34,224,031.25, a decrease of 37.37% year-on-year[3]. - The company's cash and cash equivalents decreased to CNY 468,771,104.98 from CNY 516,631,353.76[12]. - The company's cash and cash equivalents decreased to CNY 126,321,473.95 from CNY 196,126,662.63 year-over-year, a decline of 35.5%[15]. - Cash flow from operating activities showed a net outflow of CNY 22,678,261.13, an improvement from a net outflow of CNY 169,671,236.64 in the same period last year[20]. - Cash inflow from operating activities totaled CNY 834,951,369.74, down 55.5% from CNY 1,876,212,101.95 in the previous year[20]. - Cash outflow from operating activities was CNY 857,629,630.87, a decrease of 58.0% compared to CNY 2,045,883,338.59 in the previous year[20]. - Investment activities generated a net cash inflow of CNY 13,396,224.00, a significant improvement from a net outflow of CNY 387,285,847.91 in the previous year[20]. - Financing activities resulted in a net cash outflow of CNY 44,143,486.88, contrasting with a net inflow of CNY 427,028,725.68 in the same period last year[21]. - The cash and cash equivalents at the end of the period stood at CNY 366,636,605.12, slightly up from CNY 360,384,424.57 at the end of the previous year[21]. - Total assets at the end of Q3 2024 were ¥3,296,231,291.26, a decrease of 8.96% compared to the end of the previous year[3]. - As of September 30, 2024, the total assets of Jiangsu Hongtian Technology Co., Ltd. amounted to CNY 3,296,231,291.26, a decrease from CNY 3,620,525,071.70 at the end of 2023[12]. - The company's total liabilities decreased to CNY 2,371,650,066.22 in Q3 2024 from CNY 2,668,088,253.04 in Q3 2023, reflecting a reduction of 11.1%[15]. - The total equity attributable to shareholders of the parent company was CNY 787,960,374.33, down 3.2% from CNY 814,213,627.67 in the previous year[15]. - The company's total assets decreased to CNY 3,296,231,291.26 from CNY 3,620,525,071.70, reflecting a decrease of 9.0%[15]. Operational Changes and Strategies - The decline in operating revenue was primarily due to the divestment of the oil drilling subsidiary, Suzhou Dawson Drilling Equipment Co., Ltd.[7]. - The company plans to optimize supply chain management to reduce procurement expenses in the future[7]. - The company is focusing on expanding its market presence and enhancing product development strategies[11]. - The report indicates no changes in the shareholding structure among the top shareholders, maintaining stability[11]. - The company did not execute any mergers or acquisitions during the reporting period, focusing instead on internal growth strategies and operational efficiency improvements[22]. Investment and Expenses - The company reported a non-recurring gain of ¥11,709,215.91 for the current period[5]. - The company's research and development expenses for the first three quarters of 2024 were CNY 36,233,397.80, down from CNY 67,829,163.29 in the same period of 2023, indicating a reduction of 46.6%[16]. - Total operating costs for the first three quarters of 2024 were CNY 951,971,053.20, down 31.6% from CNY 1,391,776,591.30 in the previous year[16]. - The company reported an investment income of CNY 17,274,673.59 in Q3 2024, significantly higher than CNY 115,845.05 in Q3 2023[17]. Balance Sheet Items - Accounts receivable increased significantly to CNY 690,803,900.88 compared to CNY 498,574,555.45 in the previous period[12]. - Inventory decreased to CNY 842,576,129.33 from CNY 1,063,345,148.13, indicating a reduction in stock levels[13]. - The total current liabilities increased, with short-term borrowings rising to CNY 310,019,694.11 from CNY 227,174,180.56[13]. - The total non-current assets increased to CNY 843,880,683.03 from CNY 818,344,952.69, reflecting ongoing investments[13]. - The company reported a significant decrease in other receivables, down to CNY 60,390,752.57 from CNY 134,786,891.12[13].
洪田股份:第五届监事会第二十八次会议决议公告
2024-10-30 08:41
证券代码:603800 证券简称:洪田股份 公告编号:2024-092 江苏洪田科技股份有限公司 年第三季度报告》。 1、审议通过《2024年第三季度报告》 根据《公司法》《证券法》《上海证券交易所股票上市规则》等法律法规及《公 司章程》等规范性文件的内容和要求,公司编制了《2024年第三季度报告》。 公司监事会对公司2024年第三季度报告进行了审核,并出具如下书面审核意 见: (1)公司2024年第三季度报告的编制和审议程序符合有关法律、法规、公 司章程和公司内部管理制度的各项规定; (2)公司2024年第三季度报告的内容与格式符合中国证监会和上海证券交 易所的各项规定,所包含的信息公允地反映了本报告期的财务状况、经营成果和 现金流量; (3)公司2024年第三季度报告所披露的信息真实、准确、完整,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。 具 体 内 容 详 见 公 司 2024 年 10 月 31 日 刊 载 于 上 海 证 券 交 易 所 网 站 (www.sse.com.cn)及指定信息披露媒体上的《江苏洪田科技股份有限公司2024 第五届 ...
洪田股份:股票交易异常波动公告
2024-10-29 09:03
江苏洪田科技股份有限公司 股票交易异常波动公告 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。 证券代码:603800 证券简称:洪田股份 公告编号:2024-090 重要内容提示: ● 江苏洪田科技股份有限公司(以下简称"公司")股票于 2024 年 10 月 25 日、10 月 28 日、10 月 29 日连续 3 个交易日收盘价格涨幅偏离值累计超过 20%。根据《上海证券交易所交易规则》的有关规定,属于股票交易异常波动情 形。 ● 经公司自查及向公司控股股东、实际控制人发函核实、确认,截至本公 告披露日,除公司已披露事项外,不存在其它应披露而未披露的重大事项。 ● 请广大投资者理性投资,注意股票二级市场的交易风险。 一、股票交易异常波动的具体情况 公司股票于 2024 年 10 月 25 日、10 月 28 日、10 月 29 日连续 3 个交易日收 盘价格涨幅偏离值累计超过 20%。根据《上海证券交易所交易规则》的有关规定, 属于股票交易异常波动情形。 二、公司关注并核实的相关情况 针对公司股票交易异常波动的情况,公司 ...
洪田股份:关于公司股票交易异常波动的询证函的回函(实际控制人)
2024-10-29 08:58
关于江苏洪田科技股份有限公司 股票交易异常波动的询证函的回函 致:江苏洪田科技股份有限公司 贵公司《关于江苏洪田科技股份有限公司股票交易异常波动的询证函》已收 悉,现就贵公司询证事项回复如下: 特此回函。 实际控制人:赵伟斌 签名: 2024年10月29日 截至目前,本人不存在涉及贵公司的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、重大交易类事项、业务重组、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。本人在股票交易异 常波动期间不存在买卖贵公司股票的情形。 ...
洪田股份:关于公司股票交易异常波动的询证函的回函(控股股东)
2024-10-29 08:58
股票交易异常波动的询证函的回函 致:江苏洪田科技股份有限公司 贵公司《关于江苏洪田科技股份有限公司股票交易异常波动的询证函》已收 悉,现就贵公司询证事项回复如下: 截至目前,本公司不存在涉及贵公司的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、重大交易类事项、业务重组、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。本公司在股票交 易异常波动期间不存在买卖贵公司股票的情形。 特此回函。 控股股东:科云新材料有限公司 2024 关于江苏洪田科技股份有限公司 ...
洪田股份:关于股份回购实施结果暨股份变动的公告
2024-10-14 11:05
江苏洪田科技股份有限公司 关于股份回购实施结果暨股份变动的公告 证券代码:603800 证券简称:洪田股份 公告编号:2024-089 一、 回购审批情况和回购方案内容 2024 年 7 月 12 日,公司召开第五届董事会第二十六次会议、第五届监事会第 二十四次会议,审议通过了《关于以集中竞价交易方式回购公司股份方案的议案》。 回购拟使用资金总额不低于 3,000 万元(含)且不超过 6,000 万元(含)人民币, 拟回购价格不超过人民币 30 元/股(含),拟回购股份的期限为自董事会审议通过 回购股份方案之日起不超过 3 个月。具体内容详见公司于 2024 年 7 月 16 日在上 海证券交易所网站(www.sse.com.cn)及指定信息披露媒体上披露的《关于以集中 竞价交易方式回购公司股份的回购报告书》(公告编号:2024-054)。 二、 回购实施情况 (一)2024 年 7 月 18 日,公司通过集中竞价交易方式实施了首次股份回购。 具体内容详见公司于 2024 年 7 月 19 日在上海证券交易所网站(www.sse.com.cn) 及指定信息披露媒体上披露的《关于以集中竞价交易方式首次回购公司股 ...
洪田股份:关于回购公司股份进展公告
2024-10-08 08:13
江苏洪田科技股份有限公司 关于回购公司股份进展公告 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。 证券代码:603800 证券简称:洪田股份 公告编号:2024-088 重要内容提示: | 回购方案首次披露日 | 2024/7/16 | | --- | --- | | 回购方案实施期限 | 2024/7/12~2024/10/11 | | 预计回购金额 | 万元~6,000 万元 3,000 | | 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 | | 累计已回购股数 | 179.26 万股 | | 累计已回购股数占总股本比例 | 0.862% | | 累计已回购金额 | 3,205.01 万元 | | 实际回购价格区间 | 元/股~20.50 元/股 15.78 | 一、 回购股份的基本情况 2024 年 7 月 12 日,公司召开第五届董事会第二十六次会议、第五届监事会 第二十四次会议,审议通过了《关于以集中竞价交易方式回购公司股份方 ...
道森股份:铜箔设备龙头迈入复合集流体新起点
HTSC· 2024-09-19 04:03
Investment Rating and Target Price - The report initiates coverage on Daoshen Co Ltd (603800 CH) with a "Buy" rating and a target price of RMB 19.44, based on a 2024 PE multiple of 18x [1][5] Core Investment Thesis - Daoshen Co Ltd, traditionally an oil and gas equipment manufacturer, has transformed into a new energy enterprise through the acquisition of Hongtian Technology, a leading domestic lithium battery copper foil equipment manufacturer [1][9] - The company is accelerating its layout in composite current collector equipment, with 2023 revenue reaching RMB 2.237 billion (+2.18% YoY) and net profit attributable to shareholders of RMB 205 million (+92.38% YoY) [1] - The composite current collector industry is expected to see accelerated industrialization, with one-step equipment costs approaching two-step methods and further cost reductions possible [1][9] - The automotive sector is expected to be the first to adopt composite current collectors, while the energy storage sector offers significant future growth potential [2][9] - Hongtian Technology, a subsidiary, is a traditional lithium battery copper foil equipment leader with a 30% market share in 2022, and is now focusing on one-step composite foil equipment [3][10] Financial Forecasts and Valuation - Revenue is expected to grow from RMB 2.237 billion in 2023 to RMB 2.749 billion in 2026, with net profit attributable to shareholders projected to increase from RMB 205 million to RMB 319 million over the same period [4] - The company's ROE is forecasted to remain above 20% from 2024 to 2026, with PE ratios declining from 14.67x in 2024 to 10.36x in 2026 [4] - As of September 18, 2024, the company's market capitalization stands at RMB 3.309 billion, with a 6-month average daily trading volume of RMB 28.22 million [6] Industry and Market Outlook - Composite current collectors offer advantages in energy density, safety, and cost, with PET copper foil production costs estimated at RMB 3.0/m² and PP copper foil at RMB 3.2/m², lower than traditional copper foil's RMB 4.7/m² [1][9] - The one-step equipment market space is projected to reach RMB 4.8 billion by 2030, with a CAGR of 52% from 2025 to 2030 [2][45] - By 2030, the demand for composite copper foil in new energy vehicles and energy storage is expected to reach 297GWh, driven by increasing penetration rates and cost advantages [45][46] Competitive Landscape - Hongtian Technology's dry one-step method has gained recognition from major players like Hanli New Materials and Nuode Investment, with the ability to co-produce composite copper and aluminum foils, reducing equipment investment costs [48] - While two-step methods currently dominate, the acceptance of dry one-step methods is higher than expected, with Hongtian Technology securing orders and beginning deliveries [3][48]
道森股份:证券简称变更实施公告
2024-09-12 09:14
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: 一、 公司董事会审议变更证券简称的情况 证券代码:603800 证券简称:道森股份 公告编号:2024-087 江苏洪田科技股份有限公司 证券简称变更实施公告 股份有限公司"变更为"江苏洪田科技股份有限公司"。具体内容详见公司于 2024 年 4 月 20 日、2024 年 5 月 16 日、2024 年 6 月 19 日在上海证券交易所网站 (www.sse.com.cn)和《上海证券报》《证券时报》披露的《苏州道森钻采设备股 份有限公司关于拟变更公司全称、经营范围、公司住所及修订<公司章程>的公告》 (公告编号:2024-032)、《苏州道森钻采设备股份有限公司 2023 年年度股东大会 决议公告》(公告编号:2024-041)、《江苏洪田科技股份有限公司关于变更公司全 称、经营范围、公司住所完成工商登记的公告》(公告编号:2024-049)。 为更加客观、准确、全面地展现公司经营现状、产业布局及战略发展规划, 进一步强化企业形象、提升品牌价值,同时确保公司证 ...