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云路股份的前世今生:营收低于行业均值但净利润领先,毛利率远超行业平均
Xin Lang Cai Jing· 2025-10-30 13:00
云路股份成立于2015年12月21日,于2021年11月26日在上海证券交易所上市,注册地址和办公地址均为山 东省青岛市。该公司是国内先进磁性金属材料领域的领先企业,具备独特的技术优势和全产业链布局。 云路股份主要从事先进磁性金属材料的设计、研发、生产和销售,所属申万行业为有色金属 - 金属新材料 - 其他金属新材料,涉及小金属、央企改革、中盘核聚变、超导概念、核电等概念板块。 经营业绩:营收行业第十,净利润第三 截至2025年9月30日,云路股份A股股东户数为4484,较上期减少8.17%;户均持有流通A股数量为2.68万, 较上期增加8.90%。十大流通股东中,景顺长城新能源产业股票A类(011328)位居第五大流通股东,持股 268.81万股,相比上期增加33.40万股。景顺长城优选混合(260101)位居第九大流通股东,持股82.09万 股,为新进股东。景顺长城环保优势股票(001975)位居第十大流通股东,持股80.72万股,为新进股东。 景顺长城成长龙头一年持有期混合A类(011058)退出十大流通股东之列。 长江证券指出,公司2025上半年营业收入9.9亿元,同比+8.3%;归母净利润1.7亿元 ...
云路股份(688190) - 第三届监事会第六次会议决议公告
2025-10-30 10:01
证券代码:688190 证券简称:云路股份 公告编号:2025-050 青岛云路先进材料技术股份有限公司 第三届监事会第六次会议决议公告 本公司及监事会全体成员保证公告内容不存在虚假记载、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。 青岛云路先进材料技术股份有限公司监事会 2025 年 10 月 31 日 青岛云路先进材料技术股份有限公司(以下简称"公司")第三届监事会第 六次会议于 2025 年 10 月 30 日上午 11 点 30 分在公司会议室以现场方式结合通 讯方式召开。本次会议应到监事 3 名,实到监事 3 名。会议由监事会主席张强主 持。本次会议的召集和召开符合《中华人民共和国公司法》(以下简称"《公司 法》")及《青岛云路先进材料技术股份有限公司章程》(以下简称"《公司章 程》")的有关规定。 表决结果:3 票同意,0 票反对,0 票弃权。 特此公告。 一、审议通过《关于公司 2025 年第三季度报告的议案》 监事会认为:公司 2025 年第三季度报告的编制和审议程序符合法律、法规 及《公司章程》等内部规章制度的规定,公允地反映了公司 2025 年第三季度的 ...
云路股份(688190) - 第三届董事会第七次会议决议公告
2025-10-30 09:59
证券代码:688190 证券简称:云路股份 公告编号:2025-049 本公司及除李晓雨先生外的其他董事会全体成员保证公告内容不存在虚假 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。 特此公告。 青岛云路先进材料技术股份有限公司(以下简称"公司")第三届董事会第 七次会议于 2025 年 10 月 30 日上午 11 点在公司会议室以现场方式结合通讯方式 召开。本次会议应到董事 11 名,实到董事 10 名(李晓雨先生因被采取留置措施 缺席本次会议),会议由副董事长雷日赣主持。本次会议的召集和召开符合《中 华人民共和国公司法》(以下简称"《公司法》")及《青岛云路先进材料技术 股份有限公司章程》(以下简称"《公司章程》")的有关规定。 青岛云路先进材料技术股份有限公司董事会 2025 年 10 月 31 日 公司 2025 年第三季度报告的编制和审议程序符合法律、法规及《公司章程》 等内部规章制度的规定,公允地反映了公司 2025 年第三季度的财务状况和经营 成果等事项,本公司及除李晓雨先生外的其他董事会全体成员保证公司 2025 年 第三季度报告披露的信息真实、准确 ...
云路股份(688190) - 2025 Q3 - 季度财报
2025-10-30 09:30
证券代码:688190 证券简称:云路股份 青岛云路先进材料技术股份有限公司 2025 年第三季度报告 本公司及除李晓雨先生外的其他董事会全体成员保证公告内容不存在虚假记载、 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: 公司董事会、监事会及董事(董事长李晓雨先生因被留置调查,无法正常履职)、监事、高级管 理人员保证季度报告内容的真实、准确、完整,不存在虚假记载、误导性陈述或重大遗漏,并承 担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 (一) 主要会计数据和财务指标 注:"本报告期"指本季度初至本季度末 3 个月期间,下同。 (二) 非经常性损益项目和金额 √适用 □不适用 单位:元 币种:人民币 | 非经常性损益项目 | 本期金额 | 年初至报告期末 | 说明 | | --- | --- | --- | --- | | | | 金额 | | | 非流动性资产处置损益,包括已计提 | -5,584.04 | -7,83 ...
格隆汇公告精选︱亿纬锂能:第三季度净利润为12.11亿元,同比增长15.13%;力芯微:控股股东亿晶投资拟减持不超3.00%股份
Ge Long Hui· 2025-10-23 21:11
Key Points - Hang Seng Electronics has sold a total of 8.109954 million shares of Ying Shisheng A-shares [1][2] - Chuanfa Longmang's subsidiary plans to invest in a 100,000 tons/year lithium dihydrogen phosphate project [1] - Shenghui Integration's subsidiary in Vietnam has won a public system engineering project worth approximately 278 million yuan [1][2] - Jinlong Automobile intends to transfer 63.0757% of its equity in Suzhou Jinlong to the company [1][2] - Hunan Haili has completed the repurchase of 2.9996% of its shares [2] - Shengtun Mining has completed the repurchase of 1.8968% of its A-shares [1][2] - Yiwei Lithium Energy reported a net profit of 1.211 billion yuan for the third quarter, a year-on-year increase of 15.13% [1] - Lixin Micro's controlling shareholder Yijing Investment plans to reduce its stake by no more than 3.00% [1][2] - Shuangliang Energy plans to raise no more than 1.292 billion yuan through a private placement [1][2] - Kebo Da intends to issue convertible bonds to raise no more than 1.491 billion yuan [1][2]
10月24日A股投资避雷针︱沪硅产业:股东大基金拟减持不超2%公司股份;电投能源:独立董事韩放无法取得联系
Ge Long Hui· 2025-10-23 21:09
Company Reductions - The major shareholder of Hu Silicon Industry plans to reduce its stake by no more than 2% [1] - The controlling shareholder of Lichip Micro intends to reduce its stake by no more than 3% [1] - Guo Keyun from Yunlu Co. plans to reduce his stake by no more than 3% [1] - Shareholder Li Aizhen from Power Diamond intends to reduce his stake by no more than 3% [1] - Hongzhan Real Estate plans to reduce its stake in Guo New Energy by no more than 2.07% [1] - Bohai Information Industry Fund has collectively reduced its stake in Leshan Electric Power by 0.8590% [1] Shareholder Reductions - Zhu Shidong plans to reduce his stake in Ningbo Yunsheng by no more than 111,800 shares [1] - He Tu Investment and Jing Kun Investment collectively plan to reduce their stake in Kewell by 620,300 shares [1] - Synth International has reduced its stake in Wanhua Chemical by a total of 16,469,600 shares [1] - Shuntai Zonghua has reduced its stake in Weier Pharmaceutical by 1% [1] - Junjie Investment has reduced its stake in Fuke Environmental Protection by a total of 2,813,300 shares [1] - Ping An Life and its concerted parties have cumulatively reduced their stake in Huaxia Happiness by 0.20% [1] - Shareholder Tie Xiaorong has reduced his stake in Xinghuo Technology by a total of 19,120,000 shares [1] Other Information - Independent director Han Fang of Jiatou Energy has been unreachable [1] - Rejing Bio reported a net loss of 109 million yuan in the first three quarters [1]
扬杰科技终止收购贝特电子100%股权;生益电子预计前三季度净利润同比增加476%~519% |公告精选
Mei Ri Jing Ji Xin Wen· 2025-10-23 14:47
Group 1: Acquisition Termination - Yangjie Technology announced the termination of the acquisition of 100% equity in Better Electronics, as the actual controller and major shareholder decided to withdraw from the transfer [1] Group 2: Shareholding Changes - Yunlu Co., Ltd. announced that shareholder and director Guo Keyun plans to reduce his stake by up to 3%, equivalent to no more than 3.6 million shares [2] - Guo Zhan Real Estate, a shareholder of Guo New Energy, intends to reduce its holdings by no more than 2.07%, which amounts to up to 40 million shares [3] - Li Aizhen, a significant shareholder of Power Diamond, plans to reduce his stake by up to 3%, which is approximately 763.35 thousand shares [4] - The National Integrated Circuit Industry Investment Fund plans to reduce its holdings in Hu Silicon Industry by no more than 2%, translating to up to 54.94 million shares [5] Group 3: Earnings Reports - Hemei Group reported a net profit of 61.75 million yuan for the third quarter, marking a year-on-year increase of 706.30%, with a revenue of 139 million yuan, up 53.35% [6] - Zhongtai Automobile reported a net loss of 223 million yuan for the first three quarters, with a revenue of 419 million yuan, reflecting a year-on-year growth of 8.98% [7] - Shengyi Electronics expects a net profit increase of 476% to 519% for the first three quarters, estimating a profit between 1.074 billion yuan and 1.154 billion yuan [8]
晚间公告丨10月23日这些公告有看头
第一财经· 2025-10-23 13:03
Major Events - Former Chairman of Beiyin Wealth Management, Fang Yi, has joined Huaxia Bank as Chief Risk Officer, pending regulatory approval [4] - Xilai Materials' subsidiary plans to invest 2 billion yuan in a semiconductor core component project, expected to generate over 1.5 billion yuan in annual output after reaching production [5][6] - Huatai Securities' subsidiary Huatai Futures has appointed Zhao Changtao as the new chairman [7] - Chuanfa Longmang's subsidiary plans to invest 366 million yuan in a 100,000 tons/year lithium dihydrogen phosphate project [8] - Huagong Technology is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange [9] - Jiangsu Leili's actual controller has changed from Su Jianguo to both Su Jianguo and Su Da due to internal share transfers [10] - Electric Power Investment Energy has been unable to contact independent director Han Fang, but this does not affect the board's operation [11] - Qiaqia Food's subsidiary is establishing an investment company focused on the leisure food industry with a total investment of 4 billion yuan [12][13] - Steel Research High-tech plans to set up a wholly-owned subsidiary in Saudi Arabia with an investment of up to 138 million yuan [14] - Yangjie Technology has terminated the acquisition of 100% equity in Better Electronics due to differences in business types and management [15] Performance Reports - Youfa Group reported a 2320.53% increase in net profit for Q3, despite a 3.97% decline in revenue [16] - Zhuoyi Information's net profit increased by 2074.65% in Q3, with revenue growth of 2.52% [17] - North Navigation's Q3 net profit surged by 1681.27%, with a 52.12% increase in revenue [18] - Tianneng Heavy Industry's net profit grew by 1359.03% in Q3, driven by increased sales of tower tubes [19] - Te Yi Pharmaceutical's net profit rose by 985.18% in Q3, with significant growth in traditional Chinese medicine sales [20] - Hualgreen Bio's Q3 net profit increased by 619.37%, with a 35.24% rise in revenue [21] - Zhenlei Technology's net profit grew by 598.09% in Q3, supported by strong revenue growth [22] - Shengyi Electronics expects a net profit increase of 476% to 519% for the first three quarters of 2025 [23] - Glodon reported a 244.89% increase in Q3 net profit, despite a slight decline in revenue [24] - Yingli Co., Ltd. saw a 229.14% increase in Q3 net profit, with a 14.73% rise in revenue [25] - Guangkang Biochemical's Q3 net profit increased by 236.87%, despite a decline in revenue [26] - High-speed Electric's Q3 net profit rose by 242.35%, with a 44.51% increase in revenue [27] - Wide Special Materials reported a 213.65% increase in net profit for Q3, driven by improved gross margins [28] - Baofeng Energy's Q3 net profit increased by 162.34%, attributed to increased production capacity [29] - Sanfu Co., Ltd. reported a 162.25% increase in Q3 net profit, driven by improved profitability of potassium and silane products [30] - Wuku New Energy's Q3 net profit increased by 106.31%, despite a loss in the first three quarters [32] - Pioneering Technology's Q3 net profit grew by 94.01%, supported by a recovery in the household energy storage market [33] - Sanlife Guojian's net profit increased by 71.15% in Q3, driven by project collaboration and CDMO business growth [34] - BGI Genomics reported a loss of 120 million yuan in the first three quarters, despite revenue growth [35] - Rejing Bio reported a net loss of 10.9 million yuan in the first three quarters, impacted by industry policies [36] - Jiangshan Oupai reported a net loss of 51.58 million yuan in Q3, attributed to market downturns and increased competition [38] - Taiping Bird reported a net loss of 49.45 million yuan in Q3, due to declining revenue and increased inventory losses [39] - Zhongke Tongda reported a loss of 6.87 million yuan in the first three quarters, affected by project delays and market competition [40] - Wolong New Energy reported a loss of 579.7 thousand yuan in Q3, transitioning from profit to loss [41] Major Contracts - Jinggong Steel Structure signed a significant overseas project contract worth approximately 1.23 billion yuan [42][43] - New Beiyang's subsidiary won a 105 million yuan postal equipment outsourcing project [44] - Maipu Medical plans to sign product sales agency agreements with related parties, with estimated procurement amounts of 21.5 million yuan and 3.5 million yuan [45] Shareholding Changes - Yunlu Co., Ltd. shareholder Guo Keyun plans to reduce his stake by up to 3% [46] Financing - Xinda Securities has received approval from the CSRC to issue up to 10 billion yuan in technology innovation corporate bonds [47]
云路股份(688190) - 股东及董事减持股份计划公告
2025-10-23 11:49
证券代码:688190 证券简称:云路股份 公告编号:2025-048 青岛云路先进材料技术股份有限公司 大股东及董监高持有的基本情况 截至本公告披露日,股东郭克云持有青岛云路先进材料技术股份有限公司 (以下简称"公司")IPO 前股份 20,905,948 股,占公司总股本的 17.42%。 减持计划的主要内容 郭克云通过集中竞价方式及大宗交易方式减持其所持有的公司股份不超过 3,600,000 股,即不超过公司总股本的 3.00%。减持期间自本公告披露之日起 15 个交易日后的三个月内进行,减持价格按市场价格确定。 | 股东名称 | 郭克云 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以上股东 | √是 | □否 | | | 董事、监事和高级管理人员 | √是 | □否 | | | 其他:无 | | | | 持股数量 | 20,905,948股 | | | | 持股比例 | 17.42% | | | | 当前持股股份来源 | IPO 前取得:20,905,948股 | | | 一、减持主体的基 ...
云路股份:股东郭克云拟减持不超3%公司股份
人民财讯10月23日电,云路股份(688190)10月23日公告,持股17.42%的股东郭克云拟通过集中竞价方式 及大宗交易方式减持其所持有的公司股份不超过360万股,即不超过公司总股本的3%。 ...