InHand Networks(688080)

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西南证券-映翰通-688080-全球化与产品矩阵共振,公司增长动能稳健-250829
Xin Lang Cai Jing· 2025-09-02 06:03
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 研发投入持续、护城河加深。公司2025H1研发投入0.29亿元,同比增长3.89%,研发费用率8.25%。报 告期间公司发布LoRaWAN网关,云平台等完成多项升级,引入AI数据分析、自然语言配置等能力,智 能化与服务能力提升。 盈利预测与投资建议。预计2025-2027年EPS分别为2.45元、3.43元、4.90元,对应动态PE分别为25倍、 18倍、12倍。公司25年规划目标积极,改革动作持续落地,看好全年加速成长,首次覆盖给予"持有"评 级。 风险提示:新品放量与交付节奏不及预期的风险;价格竞争的风险;行业发展不及预期的风险;海外需 求与汇率波动的风险、下游资本支出波动的风险等 工业物联网、企业网络设备与智能售货控制系统业务共同驱动,营收快速增长。2025H1公司工业物联 网收入1.83亿元,同比增长34.55%,毛利率57.81%,同比上升2.27pp。该业务营收快速增长主要受海外 需求旺盛与渠道本地化推进驱动,此外新产品持续放量、Q1美国客户提前备货,也贡献了营收增量。 毛利率方面,受益于海外高毛利市场占比提升及AI边缘计算 ...
财联社9月2日早间新闻精选
Sou Hu Cai Jing· 2025-09-02 00:35
Group 1 - In the first half of the year, A-share listed companies reported a total net profit attributable to shareholders of 2.99 trillion yuan, a year-on-year increase of 2.45%, with nearly 77% of stocks achieving profitability and about 46% showing positive net profit growth [2] - The agricultural, forestry, animal husbandry, fishery, steel, building materials, computer, and non-ferrous metals sectors experienced rapid performance growth, while the real estate sector showed significant losses [2] - BYD's new energy vehicle sales in August reached 373,600 units, slightly up from 373,100 units in the same month last year, with cumulative sales from January to August totaling 2.864 million units, representing a year-on-year growth of 23% [10] Group 2 - New energy vehicle manufacturers such as Leap Motor, Xpeng Motors, and NIO reported record monthly delivery numbers, while Li Auto experienced a decline in monthly deliveries for three consecutive months due to product transitions and adjustments in its sales and service system [5] - Longi Green Energy has invested in a storage company, Suzhou Jingkong Energy Technology Co., Ltd., and is in discussions to acquire another storage company [7] - Chengdu Huamei announced the release of a 4-channel 12-bit 40G high-precision RF direct sampling ADC chip and has received intention orders [9] Group 3 - Heng Rui Pharmaceutical announced that its innovative drug, Zemeituosita Tablets, has received conditional approval for market launch [8] - Yuan Dong Bio announced that its sodium nafamostat oral disintegrating tablets have obtained a drug registration certificate, making it the first domestic generic drug approved for market [11] - Guizhou Moutai announced that its controlling shareholder, Moutai Group, increased its stake by purchasing 67,821 shares, accounting for 0.0054% of the company's total share capital [12] Group 4 - Yonghui Supermarket announced an adjustment to its plan for issuing A-shares to specific targets, with the total fundraising amount adjusted to no more than 3.114 billion yuan [13] - Su Da Weige announced plans to acquire up to 51% of Changzhou Weipu's equity for no more than 510 million yuan [16] - The company Zongtai Auto announced that its subsidiary's assets are under compulsory execution, and it will not be able to resume production this year [15]
【私募调研记录】高毅资产调研欢乐家、景旺电子等5只个股(附名单)
Zheng Quan Zhi Xing· 2025-09-02 00:09
Group 1: Company Insights - Joyful Home is focusing on high-quality canned products, introducing new portable and diverse packaging options, and has seen over a 30% year-on-year increase in coconut raw material procurement prices due to rising demand and quality requirements [1] - Jingwang Electronics achieved a revenue of 7.095 billion yuan in the first half of 2025, a year-on-year increase of 20.93%, while net profit decreased by 1.06% to 650 million yuan [2] - Lens Technology has partnered with leading companies in the 3D printing industry for joint research and development, with some products expected to be mass-produced next year [3] - Yingtan Technology's smart vending control system product line saw a significant year-on-year growth of 442.94%, primarily due to the large-scale delivery of smart opening cabinet products [4] - Antu Bio's chemical luminescence product prices have decreased due to centralized procurement and DRG policy implementation, leading to reduced testing volumes, although the installed capacity is expected to reach a new high in 2024 [5] Group 2: Market Trends and Developments - The demand for high-end PCB production is increasing, with Jingwang Electronics investing 5 billion yuan in the Zhuhai Jinwan base for capacity expansion [2] - The smart grid product line of Yingtan Technology is expected to improve in the second half of the year after a decline in the first half due to slowed bidding processes [4] - Antu Bio anticipates that the impact of policies will clear by the end of 2024 or 2025, leading to stable growth in the luminescence business over the next 3-5 years [5]
映翰通: 股东减持股份结果公告
Zheng Quan Zhi Xing· 2025-09-01 16:10
证券代码:688080 证券简称:映翰通 公告编号:2025-051 北京映翰通网络技术股份有限公司 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示: (三)减持时间区间届满,是否未实施减持 □未实施 √已实施 特此公告。 北京映翰通网络技术股份有限公司董事会 (四)实际减持是否未达到减持计划最低减持数量(比例)□未达到 √已达到 (五)是否提前终止减持计划 □是 √否 ? 股东持股的基本情况 本次减持计划实施前,北京映翰通网络技术股份有限公司(以下简称"公司") 股东深圳市优尼科投资管理合伙企业(有限合伙)-深圳南山阿斯特创新股权投 资基金合伙企业(有限合伙) (以下简称"南山阿斯特")持有公司股份 375,795 股,占公司总股本的比例为 0.51%。上述股份均为公司 IPO 前及资本公积转增股 本取得股份,并已于 2021 年 2 月 18 日解除限售后上市流通。 ? 减持计划的实施结果情况 易方式减持其所持有公司股份数量合计不超过 375,795 股(若此期间公司有送股、 资本公积金转增股 ...
映翰通:8月份回购股份96049股
Zheng Quan Ri Bao· 2025-09-01 13:15
(文章来源:证券日报) 证券日报网讯 9月1日晚间,映翰通发布公告称,2025年8月,公司通过集中竞价交易方式回购股份96, 049股,占公司总股本的比例为0.13%。 ...
映翰通回购进展:已斥资2008.76万元回购44.603万股
Xin Lang Cai Jing· 2025-09-01 10:30
登录新浪财经APP 搜索【信披】查看更多考评等级 2025年8月,北京映翰通网络技术股份有限公司(以下简称"映翰通")在股份回购方面有新进展。公司 通过集中竞价交易方式积极推进回购计划,截至8月31日,已取得阶段性成果。 回购方案回顾 映翰通于2024年9月12日召开2024年第一次临时股东大会,审议通过回购议案。计划使用自有资金2000 万元至4000万元回购公司股份,回购股份将用于减少注册资本并依法注销。回购价格不超过38元/股, 回购期限自股东大会审议通过之日起不超过12个月,即从2024年9月12日至2025年9月11日。该方案首次 披露日为2024年8月23日。 回购进展详情 2025年8月单月,映翰通通过集中竞价交易方式回购股份96,049股,占公司总股本的0.13%。购买最高价 为61.00元/股,最低价为59.59元/股,支付资金总额579.98万元(不含印花税、交易佣金等交易费用)。 映翰通表示,将严格按照相关规定,在回购期限内根据市场情况择机做出回购决策并予以实施。同时, 会根据回购股份事项进展情况及时履行信息披露义务。投资者需注意,回购计划的实施可能受市场波动 等多种因素影响,投资决策时 ...
映翰通:股东南山阿斯特减持约37.58万股,减持计划实施完毕
Sou Hu Cai Jing· 2025-09-01 09:38
Group 1 - The core point of the news is that the shareholder Nanshan Aster plans to reduce its holdings in Yinghantong by up to 375,795 shares, which is approximately 0.51% of the company's total share capital, due to its own funding needs [1] - The reduction plan will be executed through centralized bidding on the stock exchange within three months after the announcement, with the selling price determined by market conditions [1] - As of the announcement date, Nanshan Aster has completed the reduction, selling approximately 375,800 shares, which corresponds to the planned reduction percentage of 0.51% [1] Group 2 - For the year 2024, Yinghantong's revenue composition shows that the Internet of Things (IoT) accounts for 99.64% of its total revenue, while other businesses contribute only 0.36% [2] - The current market capitalization of Yinghantong is reported to be 4.3 billion yuan [3]
映翰通(688080) - 股东减持股份结果公告
2025-09-01 09:31
2025 年 7 月 10 日,公司披露了《股东减持股份计划公告》(公告编号: 2025-037),股东南山阿斯特因企业自身资金需求拟通过证券交易所集中竞价交 易方式减持其所持有公司股份数量合计不超过 375,795 股(若此期间公司有送股、 资本公积金转增股本等股份变动事项,应对该数量进行相应调整),即不超过公 司总股本的 0.51%。减持计划自公告披露之日起 3 个交易日后的 3 个月内进行, 减持价格按市场价格确定。 证券代码:688080 证券简称:映翰通 公告编号:2025-051 北京映翰通网络技术股份有限公司 股东减持股份结果公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示: 股东持股的基本情况 本次减持计划实施前,北京映翰通网络技术股份有限公司(以下简称"公司") 股东深圳市优尼科投资管理合伙企业(有限合伙)-深圳南山阿斯特创新股权投 资基金合伙企业(有限合伙)(以下简称"南山阿斯特")持有公司股份 375,795 股,占公司总股本的比例为 0.51%。上述股份均为公司 IPO ...
映翰通(688080) - 关于以集中竞价交易方式回购公司股份的进展公告
2025-09-01 09:31
证券代码:688080 证券简称:映翰通 公告编号:2025-050 北京映翰通网络技术股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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: | 回购方案首次披露日 | 2024/8/23 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 9 9 月 11 | 2024 | 月 | 12 | 日~2025 | 年 | 日 | | 预计回购金额 | 2,000万元~4,000万元 | | | | | | | | 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 | 446,030股 | | | | | | | | 累计已回购股数占总股本比例 | | 0.61% | | | | | | | 累计已回购金额 | 2, ...
映翰通:累计回购约45万股
Mei Ri Jing Ji Xin Wen· 2025-09-01 09:28
Group 1 - The company, Yinghantong, announced a share buyback of approximately 450,000 shares, representing 0.61% of its total share capital, with a total expenditure of about 20.09 million RMB [1] - The highest and lowest prices for the repurchased shares were 61 RMB and 32.41 RMB per share, respectively [1] - As of the report, Yinghantong's market capitalization stands at 4.3 billion RMB [1] Group 2 - For the fiscal year 2024, the company's revenue composition indicates that 99.64% of its revenue comes from the Internet of Things (IoT) sector, while other businesses contribute only 0.36% [1]