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华菱线缆(001208) - 2025年4月9日投资者关系活动记录表(一)
2025-04-09 13:48
证券代码:001208 证券简称:华菱线缆 答:公司产品主要应用于航天航空及融合装备、冶金矿山、 轨道石化、电力新能源、工程装备等领域。2024年来看,冶金矿 山、轨交石化领域增幅较明显;今年一季度以来,航天航空及融 合装备、工程装备领域发展势头较好。 4、公司2025年一季度业绩预告已披露,请问一季度业绩增长 的原因是什么?一季度预增的情况是否会持续下去? 湖南华菱线缆股份有限公司投资者关系活动记录表 编号:2025-002 | 投资者关系活动类别 | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场 ☑电话会议 | | | □其他 | | 参与单位名称及人员 姓名 | 国泰海通证券(于歆)、华鑫证券(何鹏程)、方正证券(唐 | | | 叶)、中金公司(郭威秀)、国联基金(焦阳)、华安证券(李 | | | 元晨)、财信证券(杨甫)、中国银河证券(王思宬)、浙商自 | | | 营(王鹏)、西部证券(杨敬梅、温晓)、和谐汇一(孙纯 | | | 鹏)、华金证券(周涛)、方正机械(赵璐)、财通电新(沈 | | | ...
华菱线缆预计一季度主要业绩指标大幅增长 多个细分领域业务景气度高
Zheng Quan Ri Bao Wang· 2025-04-08 04:41
Group 1 - The company Hunan Hualing Cable (001208) expects a net profit of 30 million to 35 million yuan for Q1 2025, representing a year-on-year growth of 45% to 70% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 27 million and 30 million yuan, indicating a year-on-year increase of 90% to 120% [1] - The company has seen significant growth in sectors such as aerospace, integrated equipment, and special engineering machinery, leading to improved gross margins and net profits [1] Group 2 - Hualing Cable's products played a crucial role in the successful launch of the Tianlian-2-04 satellite, serving as the "nerve center" of the rocket launch system [2] - The company has been involved in the development and production of cables for the Long March series of rockets for over 60 years, supporting more than 300 launch missions [2] - The company is focusing on autonomous controllability and personalized demands from clients in aerospace and other sectors, which presents both challenges and opportunities [2]
华菱线缆(001208) - 2025 Q1 - 季度业绩预告
2025-04-07 11:20
Financial Performance - The company expects a net profit attributable to shareholders of between 30 million and 35 million yuan, representing a year-on-year increase of 45% to 70% from 20.67 million yuan in the same period last year[2]. - The net profit after deducting non-recurring gains and losses is projected to be between 27 million and 30 million yuan, reflecting a year-on-year growth of 90% to 120% from 13.88 million yuan[2]. - The basic earnings per share are estimated to be between 0.05 yuan and 0.07 yuan, compared to 0.04 yuan per share in the same period last year[2]. Business Growth - The significant profit increase is attributed to substantial business growth in aerospace, integrated equipment, and special engineering machinery sectors compared to the same period last year[4]. - The company plans to deepen its business development in aerospace and integrated equipment to enhance market competitiveness and profitability[4]. Financial Reporting - The financial data presented is preliminary and has not been audited by the accounting firm, with detailed financial data to be disclosed in the Q1 2025 report[3][5]. - The company emphasizes the importance of rational investment and risk awareness for investors, as the disclosed information is based on specified media[5].
华菱线缆中标4.23亿电缆项目 特种电缆连续两年营收占超51%
Chang Jiang Shang Bao· 2025-04-07 01:07
Core Viewpoint - Hualing Cable has achieved significant business expansion, recently winning contracts worth approximately 423 million yuan in the power and rail transit sectors, which represents 10.18% of its audited revenue for 2024 [1][2]. Group 1: Business Expansion and Contracts - The company won multiple projects in the power and rail transit sectors, reflecting market recognition of its product quality and services [1][2]. - Specific contracts include 120 million yuan and 130 million yuan for power cables from Southern Power Grid, and 58.97 million yuan and 114 million yuan for rail transit cables from China Water Resources and Hydropower Fourth Engineering Bureau [2]. - The company anticipates that these contracts will positively impact future operating performance and enhance its influence and competitiveness in these sectors [2]. Group 2: Revenue Growth - In 2024, Hualing Cable's revenue is projected to exceed 4 billion yuan, reaching 4.158 billion yuan, a year-on-year increase of 19.82%, with a net profit of 109 million yuan, up 26.07% [4]. - The revenue from power cables and special cables is expected to be 1.579 billion yuan and 2.136 billion yuan, respectively, with year-on-year growth rates of 26.47% and 18.44% [2][4]. - The proportion of special cables in total revenue has remained above 50% for two consecutive years, at 51.96% in 2023 and 51.37% in 2024 [2]. Group 3: Research and Development - Hualing Cable's R&D expenses reached 134 million yuan in 2024, a 17.03% increase year-on-year, with a five-year cumulative total of 479 million yuan [5]. - The company has made significant advancements in developing flexible cables for deep-sea robots and aluminum alloy wires for aviation, among other projects [5]. - As of the end of 2024, Hualing Cable holds 345 authorized patents, including 54 invention patents, and has undertaken over 50 national and local technology projects [5]. Group 4: Strategic Acquisitions - The company is actively seeking acquisition targets to enhance its upstream and downstream industry chain layout and deepen its business in aerospace and high-end cable sectors [6]. - In March, Hualing Cable announced plans to acquire control of Hunan Xingxin Aerospace Materials Co., Ltd. to accelerate integration in high-end cables and new materials [6].
湖南华菱线缆股份有限公司关于项目中标的自愿性信息披露公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:001208 证券简称:华菱线缆 公告编号:2025-036 湖南华菱线缆股份有限公司 关于项目中标的自愿性信息披露公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 湖南华菱线缆股份有限公司(以下简称"公司")近期在电力领域、轨道交通领域中标合同金额共计约 42,338.57万元,占2024年经审计营业收入的10.18%。现将具体中标情况公告如下: 一、中标概况 (一)电力领域中标情况 南方电网公司2024年配网材料第二批框架招标项目-10kV铜芯交联聚乙烯绝缘电力电缆(防蚁阻燃 型),中标金额12,010.19万元; 特此公告。 湖南华菱线缆股份有限公司董事会 南方电网公司2024年配网材料第二批框架招标项目-低压电缆,中标金额13,000.01万元。 (二)轨道交通领域中标情况 中国水利水电第四工程局有限公司华中公司重庆轨道交通24号线项目耐火电缆采购合同5,897.10万元; 中国水利水电第四工程局有限公司华中公司重庆轨道交通24号线项目阻燃电线电缆采购合同11,431.26万 元。 二、本 ...
华菱线缆(001208) - 湖南华菱线缆股份有限公司关于项目中标的自愿性信息披露公告
2025-04-02 11:15
南方电网公司 2024 年配网材料第二批框架招标项目-10kV 铜芯 交联聚乙烯绝缘电力电缆(防蚁阻燃型),中标金额 12,010.19 万元; 证券代码:001208 证券简称:华菱线缆 公告编号:2025-036 湖南华菱线缆股份有限公司 关于项目中标的自愿性信息披露公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整, 没有虚假记载、误导性陈述或重大遗漏。 湖南华菱线缆股份有限公司(以下简称"公司")近期在电力领 域、轨道交通领域中标合同金额共计约42,338.57万元,占2024年经 审计营业收入的10.18%。现将具体中标情况公告如下: 一、中标概况 (一)电力领域中标情况 以上中标合同的履行将对公司未来经营业绩产生积极的影响,公 司将按照合同要求组织生产、交付工作。 三、风险提示 南方电网公司 2024 年配网材料第二批框架招标项目-低压电缆, 中标金额 13,000.01 万元。 (二)轨道交通领域中标情况 中国水利水电第四工程局有限公司华中公司重庆轨道交通 24 号 线项目耐火电缆采购合同 5,897.10 万元; 中国水利水电第四工程局有限公司华中公司重庆轨道交通 24 号 线项目 ...
华菱线缆2024年营收净利双增,海外业务收入飙升250%
Jing Ji Wang· 2025-04-01 01:31
Core Viewpoint - Hualing Cable reported significant growth in revenue and net profit for 2024, driven by successful product promotion and market expansion, particularly in the overseas market and new technology applications [1][2]. Financial Performance - The company achieved an annual revenue of 4.158 billion yuan, representing a year-on-year increase of 19.82% - The net profit attributable to shareholders was 109 million yuan, with a year-on-year growth of 26.07% - A cash dividend of 0.62 yuan per 10 shares (tax included) is proposed for all shareholders [1]. Business Operations - Hualing Cable specializes in the research, production, and sales of electric wires and cables, being a leading manufacturer of special cables in China - The company has successfully maintained and expanded its strategic customer base in the energy sector, with new sales of mining communication cables exceeding 10 million yuan per contract [1]. Market Expansion - The overseas market has shown significant growth, with revenue reaching approximately 200 million yuan, marking a year-on-year increase of 250% [1]. - The company is actively pursuing market demand in new technology sectors such as artificial intelligence and robotics, which are expected to drive the demand for specialized cables [2]. Research and Development - R&D expenses for 2024 reached 134 million yuan, an increase of 17.03% year-on-year - The company has completed the domestic trial of flexible umbilical cables for deep-sea robots and has developed aluminum alloy conductors for aviation applications [1]. Industry Trends - The development of new technologies such as AI, robotics, and biomedical fields is creating new opportunities for the cable industry - Hualing Cable is focusing on the demand for lightweight and high-torsion-resistant special control cables for industrial and humanoid robots [2]. Strategic Direction - The company aims to explore a second growth curve centered on special cables and new industries, leveraging both industry and capital to drive growth - Hualing Cable plans to enhance its position as a leading enterprise in high-end cable integration and intelligent composite transmission through mergers and acquisitions in the upstream and downstream supply chain [2].
华菱线缆2024年主要业绩指标均有增长 将加码深耕线缆蓝海市场
Zheng Quan Ri Bao Wang· 2025-03-29 03:12
Core Viewpoint - Hunan Hualing Cable Co., Ltd. reported a significant increase in revenue and net profit for 2024, indicating strong growth potential in the specialized cable market driven by customized demands and high profit margins [1][2]. Financial Performance - The company achieved an operating income of 4.158 billion yuan, a year-on-year increase of 19.82% [1]. - The net profit attributable to shareholders, excluding non-recurring gains and losses, was 85.2418 million yuan, reflecting a year-on-year growth of 37.73% [1]. - A cash dividend of 0.62 yuan per 10 shares (including tax) is proposed for all shareholders [1]. Market and Industry Insights - The demand for specialized cables is being driven by macro policies and specific industry needs, particularly in aerospace, artificial intelligence, humanoid robots, marine engineering, and energy conservation [2]. - The company is recognized as a leading manufacturer of specialized cables and is classified as a national-level "little giant" enterprise [1]. Research and Development - Hualing Cable has intensified its collaboration with academic institutions, completing the domestic research and validation of large-section aluminum alloy wires for aerospace applications [2]. - The company applied for 60 patents in 2024, including 21 invention patents, and received approval for 32 patents, with 14 being invention patents [2]. Strategic Initiatives - The company is actively seeking acquisition targets to enhance its industry chain layout and accelerate development in high-end cables and new materials [2]. - A planned acquisition of Hunan Xingxin Aerospace New Materials Co., Ltd. is aimed at supporting national high-quality development strategies [2]. Industry Environment - Increased government investment in new infrastructure sectors such as rail transit, electricity, 5G, and new energy is creating a favorable policy environment for leading specialized cable companies [3]. - The adoption of advanced technologies like robotics and artificial intelligence in manufacturing is fostering a conducive market atmosphere for specialized cable enterprises [3].
华菱线缆(001208) - 2024年年度审计报告
2025-03-28 12:56
目 录 | 一、审计报告……………………………………………………… 第 | 1—7 页 | | --- | --- | | 二、财务报表……………………………………………………… 第 | 8—11 页 | | (一)资产负债表………………………………………………… | 第 8 页 | | (二)利润表……………………………………………………… | 第 9 页 | | (三)现金流量表…………………………………………………第 | 10 页 | | (四)所有者权益变动表…………………………………………第 | 11 页 | | 三、财务报表附注……………………………………………… 第 | 12—94 页 | | 四、附件……………………………………………………………第 | 95—98 页 | | (一)本所营业执照复印件…………………………………… | 第 95 页 | | (二)本所执业证书复印件…………………………………… | 第 96 页 | | (三)本所签字注册会计师执业证书复印件…………… 第 | 97—98 页 | 审 计 报 告 天健审〔2025〕2-124 号 湖南华菱线缆股份有限公司全体股东: ...
华菱线缆(001208) - 中信证券股份有限公司关于湖南华菱线缆股份有限公司2024年度募集资金存放与实际使用情况的核查意见
2025-03-28 12:56
中信证券股份有限公司 关于湖南华菱线缆股份有限公司 2024 年度募集资金存放与实际使用情况的核查意见 中信证券股份有限公司(以下简称"保荐机构"、"中信证券")作为湖南 华菱线缆股份有限公司(以下简称"华菱线缆"、"公司")首次公开发行股票 并上市及持续督导的保荐机构,根据《证券发行上市保荐业务管理办法》《上市 公司监管指引第 2 号——上市公司募集资金管理和使用的监管要求》《深圳证券 交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》等有关法律 法规的要求,对华菱线缆 2024 年度募集资金存放与实际使用情况进行了核查, 核查情况及核查意见如下: 一、募集资金基本情况 (一)实际募集资金金额和资金到位时间 根据中国证券监督管理委员会《关于核准湖南华菱线缆股份有限公司首次公 开发行股票的批复》(证监许可〔2021〕1811 号),公司由主承销商中信证券 采用网下向询价对象配售与网上向社会公众投资者按市值申购定价发行相结合 的方式发行人民币普通股(A 股)股票 13,360.60 万股,每股面值 1 元,发行价 为每股人民币 3.67 元,募集资金总额为 49,033.40 万元,扣除发行费用后, ...