CCG(605099)

Search documents
牛股产业链| “苏超”火出圈 共创草坪三连板点燃体育产业热情?
Xin Hua Cai Jing· 2025-06-04 11:19
新华财经上海6月4日电(林郑宏、周西仑) 刚刚过去的端午假期,江苏省城市足球联赛(简称:"苏超"联赛)火出圈,频繁登上热搜,并带动A股体育产业 节后大涨。 其中"人造草坪第一股"共创草坪率先启动,在节前最后一个交易日涨停的基础上,节后再度连收两个涨停,股价刷新三年多来的高点。 全球人造草坪龙头 FIFA优选供应商 共创草坪全称为江苏共创人造草坪股份有限公司,注册地址位于江苏淮安市,于2020年9月上市,也是全球生产和销售规模最大的人造草坪企业。根据 AMIConsulting发布的全球人造草坪行业数据,公司在2023年的全球市场占有率位居世界第一,且已连续14年保持这一地位。 中经社行业洞察产业服务数据平台(简称"行业洞察系统")显示,共创草坪在产业链节点上属于塑料制品产业下属的人造草行业,是该行业唯一的A股上市 公司,在行业内处于绝对的领先地位。公司是现行体育用人造草国家标准的起草单位之一,并已成为FIFA(即国际足联)6家全球人造草坪优选供应商之 一。 行业洞察系统还显示,近年来共创草坪营收规模持续增长,且2024年营收增速出现明显回升。从营收构成情况来看,运动型人造草坪业务去年营收接近6亿 元,占比超两 ...
“南哥”威武能多久
Guo Ji Jin Rong Bao· 2025-06-04 06:49
Group 1 - The emergence of the "Su Super" league in Jiangsu province has sparked significant interest in sports-related stocks, with companies like Jinling Sports and Gongchuang Turf experiencing notable stock price increases [1][3] - The league's initial ticket pricing was set at 10 yuan, but secondary market tickets have reportedly sold for as high as 500 yuan, indicating strong demand and engagement from the local population [1] - The league's success reflects a broader trend in China's economic and social transformation, where regional and grassroots sports events are gaining popularity, contrasting with the decline of national leagues due to past issues like match-fixing [2][3] Group 2 - The Chinese government recognizes the need to stimulate domestic consumption and cultural demand, with a focus on the sports industry, aiming for the football sector to account for 40% of the sports industry by 2025, targeting a market size of 2 trillion yuan [3] - The economic impact of sports events is significant, with a multiplier effect of 1:13, as seen in local initiatives that combine affordable ticket pricing with local product promotions, boosting sales [3] - Companies in the sports sector, such as Jinling Sports and Gongchuang Turf, are well-positioned to benefit from this trend, with opportunities in venue renovations and increased demand for artificial turf as grassroots events proliferate [3]
“南哥”威武能多久
IPO日报· 2025-06-04 06:06
Core Viewpoint - The emergence of the "Su Super" league in Jiangsu Province reflects a growing demand for local sports events, driven by regional pride and community engagement, which in turn creates investment opportunities in the sports industry [2][3][4]. Group 1: Sports Industry Dynamics - The "Su Super" league has gained significant popularity, with ticket prices soaring from an initial 10 yuan to as high as 500 yuan for resale, and average attendance exceeding 10,000 spectators per match, surpassing the viewership of the China League [2][3]. - The league's success is attributed to its unique regional themes and the strong sense of local identity, which resonates with the community and enhances spectator engagement [2][3]. - The rise of grassroots sports events like "Su Super" and "Village Super" indicates a shift in public interest from traditional national leagues to more localized competitions, highlighting a potential growth area for the sports industry [3][4]. Group 2: Economic Implications - The Chinese government recognizes the need for economic transformation, aiming to stimulate domestic consumption and cultural demand, particularly in the sports sector [4]. - The central bank and other departments have set a target for the football industry to account for 40% of the sports industry by 2025, with a projected market size of 2 trillion yuan [4]. - The economic impact of sports events is significant, with a multiplier effect of 1:13 for event-driven economic activities, as demonstrated by local initiatives that boost sales of regional products during matches [4]. Group 3: Investment Opportunities - Companies in the sports sector, such as Jinling Sports and Gongchuang Turf, are positioned to benefit from the growing demand for sports infrastructure and equipment, as grassroots events proliferate [4]. - Jinling Sports, as a supplier of sports equipment, can engage in venue renovation projects, while Gongchuang Turf, a leader in artificial turf, is likely to see increased demand for synthetic grass due to the rise of local sports events [4].
共创草坪连收3个涨停板
Zheng Quan Shi Bao Wang· 2025-06-04 01:54
(文章来源:证券时报网) 近日该股表现 | 日期 | 当日涨跌幅(%) | 换手率(%) | 主力资金净流入(万元) | | --- | --- | --- | --- | | 2025.06.03 | 9.99 | 0.65 | 1433.46 | | 2025.05.30 | 9.99 | 1.28 | 2959.21 | | 2025.05.29 | -2.53 | 0.46 | -103.20 | | 2025.05.28 | 3.63 | 0.65 | 1377.14 | | 2025.05.27 | 0.18 | 0.33 | 25.12 | | 2025.05.26 | 1.92 | 0.35 | 35.12 | | 2025.05.23 | -0.84 | 0.25 | 76.60 | | 2025.05.22 | -0.09 | 0.41 | -63.87 | | 2025.05.21 | -3.08 | 0.52 | -335.07 | | 2025.05.20 | 3.59 | 0.42 | -27.83 | 注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 共创草坪盘中涨停 ...
0530强势股脱水
2025-06-04 01:50
Summary of Key Points from Conference Call Records Industry or Company Involved 1. **Innovative Pharmaceuticals**: Focus on the pharmaceutical sector with a specific mention of Fosun Pharma and its recent drug approvals [1][5][6] 2. **Livestock Farming**: Highlighting the pig farming industry with a focus on Juxing Agriculture [10][14] 3. **Artificial Turf**: Discussing the artificial turf industry with a focus on Gongchuang Turf [15][18] Core Points and Arguments Innovative Pharmaceuticals 1. **R&D Investment**: In 2024, the company maintained stable R&D intensity with total R&D investment of 5.554 billion yuan, of which 4.910 billion yuan was allocated to pharmaceutical business, representing 16.98% of pharmaceutical revenue [1][8] 2. **Product Approval**: The company received approval for its new drug, Luwo Meitini tablets, for treating rare tumors, addressing unmet medical needs [5][6] 3. **Revenue Growth**: The pharmaceutical segment is expected to achieve revenue of 28.924 billion yuan in 2024, with a profit of 3.250 billion yuan, reflecting a year-on-year growth of 65.73% [7][8] 4. **International Expansion**: The company is advancing its internationalization strategy, with several drugs receiving approvals in the US and Europe [9] Livestock Farming 1. **Production Goals**: Juxing Agriculture aims to achieve a pig output of over 4 million heads in 2025, with a current capacity of over 180,000 breeding pigs [10][14] 2. **Market Conditions**: The industry is benefiting from lower feed costs and improved disease control, enhancing resilience against market fluctuations [10][13] 3. **Performance Metrics**: In 2024, the company reported a pig output of 2.7552 million heads, with a 50.76% year-on-year increase in commercial pig output [14] Artificial Turf 1. **Market Growth**: The global artificial turf market is projected to grow from 22.063 billion yuan in 2023 to 38.2 billion yuan by 2030, driven by the advantages of artificial turf over natural grass [15] 2. **Revenue Breakdown**: In 2024, the company achieved domestic revenue of 319 million yuan and international revenue of 2.616 billion yuan, with respective year-on-year growth rates of 12.5% and 21.0% [18] 3. **Production Capacity**: The company has a total production capacity of 116 million square meters, with significant expansions planned in Vietnam and Mexico [19] Other Important but Possibly Overlooked Content 1. **Healthcare Services**: The healthcare services segment reported a revenue increase of 14.61% in 2024, although it still faced losses due to ongoing investments in specialized services and smart healthcare [8] 2. **Cash Flow Stability**: Juxing Agriculture reported a positive operating cash flow of 0.059 billion yuan in Q1 2025, indicating stable operational efficiency [20] 3. **Cost Management**: Gongchuang Turf demonstrated effective cost control with a decrease in expense ratios, contributing to improved profitability [19] This summary encapsulates the essential insights from the conference call records, highlighting the performance and strategic directions of the companies involved in the innovative pharmaceuticals, livestock farming, and artificial turf industries.
共创草坪20250603
2025-06-04 01:50
Summary of Conference Call Notes Company and Industry Overview - The conference call discusses the company "共创草坪" (Co-Creation Turf) and its challenges in the turf industry, particularly in the U.S. market, where it has seen a decline in market share and operational difficulties in its Mexican factory [2][3]. Key Points and Arguments Market Challenges - Co-Creation Turf has withdrawn its application materials, leading to a weakened competitive position due to declining market share in the U.S., losses from the Mexican factory, and high operational costs [2][3]. - The company's profits have fluctuated since reaching 140 million yuan in 2020, dropping to 100 million yuan in 2023, with significant losses attributed to the Mexican factory fire and higher costs compared to Vietnam [3]. Strategic Responses - Starting from Q4 2023, the company plans to implement targeted strategies to gradually increase its market share in the U.S. and expects to return to normal levels in 2024, particularly in the leisure grass sector [2]. - The company anticipates a more aggressive strategy in the U.S. and European markets, focusing on price and product structure improvements, with a notable increase in average product prices observed in Q1 2023 [2][5]. Domestic Market Dynamics - The implementation of national policies to revitalize the football economy is expected to boost demand for sports turf in China, with the company adjusting its marketing team to seize these opportunities [2][9]. - The domestic market is characterized by partnerships with engineering firms for product procurement and installation, with a growing emphasis on turf systems and training for contractors [10][11]. Financial Performance and Projections - The company expects profit growth to outpace revenue growth in Q2 2023, driven by declining raw material prices and an appreciating RMB [4][16]. - The overall profit margin is projected to fluctuate between 16% and 20% [22]. Competitive Landscape - The competitive landscape is expected to shift positively for the company following Co-Creation Turf's withdrawal, potentially allowing for increased market share in both the U.S. and European markets [5][26]. - The company is positioned as a compliant and preferred supplier in Asia, enhancing its competitive advantage in the domestic market [20]. Future Outlook - Long-term market changes are anticipated to positively impact pricing and profitability, with expectations of sustained improvements in product pricing and structure [6][8]. - The company is optimistic about future demand in the domestic sports turf market, particularly following the implementation of government policies [9]. Additional Important Insights - The impact of U.S. tariffs on Vietnamese imports is expected to be minimal, with most costs passed on to customers [12][13]. - The company has successfully transferred all production capacity from Mexico back to Vietnam, focusing on operational efficiency and cost reduction [19][23]. - The growth of the artificial plant and grass fiber business is projected to contribute significantly to revenue, potentially accounting for 10% to 15% of total income within three years [24]. This summary encapsulates the key points discussed in the conference call, highlighting the challenges, strategies, and future outlook for the company and the turf industry.
足球概念板块短线拉升 共创草坪涨停
news flash· 2025-06-04 01:41
"聪明钱"流向曝光!暗盘资金破解主力操盘密码>> 足球概念板块短线拉升,共创草坪(605099)涨停,金陵体育(300651)涨超10%,康力源 (301287)、星辉娱乐(300043)、双象股份(002395)、三柏硕(001300)、奥瑞金(002701)等跟 涨。 ...
共创草坪为何能连续涨停?
Sou Hu Cai Jing· 2025-06-03 10:50
从淮安起步的共创草坪,用二十年时间构建起横跨三大洲的产业版图。公司2024年年报显示,越南基地产 能已达3600万平方米/年,墨西哥工厂即将投产,全球最大人造草坪生产基地的产能持续释放。这种"中国 研发+东南亚制造"的模式,既规避了欧美贸易壁垒,又享受了越南10%的企业所得税优惠。在销售端,运 动草采用直销模式绑定国际足联认证客户,休闲草通过贴牌策略渗透家得宝、劳氏等零售巨头,形成"双 轮驱动"的独特优势。2024年上半年,美洲市场营收同比激增40%,欧洲市场增长25%,印证了这种全球化 布局的战略价值。 业绩增长的动能,在财务数据中体现得淋漓尽致。2025年一季度,公司净利润1.56亿元创历史新高,同比 增长28.73%,毛利率稳定在30%以上。这得益于高附加值产品的占比提升——Ultrasport系列运动草毛利率 达38%,较传统产品高出12个百分点。更值得关注的是现金流改善,经营活动现金流净额同比激增 176.9%,应收账款周转天数从89天缩短至78天,显示公司在供应链中的议价能力增强。与同行相比,其 30.16%的毛利率显著高于行业平均的22%,这种溢价能力源于持续的技术投入:2024年研发费用792 ...
共创草坪(605099) - 江苏共创人造草坪股份有限公司股票交易异常波动公告
2025-06-03 09:17
证券代码:605099 证券简称:共创草坪 公告编号:2025-022 江苏共创人造草坪股份有限公司 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个别及连带责任。 重要内容提示: 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,公司对有关事项进行了核查,并发函问 询了公司控股股东、实际控制人,现将有关情况说明如下: 1 (一)生产经营情况 经公司自查,截至目前,公司生产经营情况正常,内外部经营环境未发生重 大变化,内部生产经营秩序正常,不存在影响公司股票交易价格异常波动的重大 事宜,不存在应披露未披露的重大信息。 (二)重大事项情况 江苏共创人造草坪股份有限公司(以下简称"公司")股票价格于 2025 年 5 月 30 日、6 月 3 日连续两个交易日内日收盘价格涨幅偏离值累计超过 20%。 根据上海证券交易所的相关规定,属于股票交易异常波动情形。 经公司自查并通过向控股股东、实际控制人书面发函查证,截至本公告 披露日,公司主营业务未发生变化,经营情况正常,不存在应披露而未披露的重 大事项。 公司股 ...
共创草坪(605099) - 关于《江苏共创人造草坪股份有限公司股票交易异常波动询证函》的回函
2025-06-03 09:15
致:江苏共创人造草坪股份有限公司 关于《江苏共创人造草坪股份有限公司股票交易异常波动 询证函》的回函 《江苏共创人造草坪股份有限公司股票交易异常波动询证函》本人已收悉, 作为江苏共创人造草坪股份有限公司的控股股东、实际控制人,现就贵公司询 证事项回复如下: 205年 6月 3日 (本页无正文,为控股股东、实际控制人《关于<江苏共创人造草坪股份有限公 司股票交易异常波动询证函>的回函》之签署页 。) 控股股东、实际控制人: 王强翔 一、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、发行股份、上市公司收购、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。 二、在本次股票交易异常波动期间,本人不存在买卖贵公司股票的情形。 特此函复。 (以下无正文) t . ...