证券代码:002008 证券简称:大族激光 大族激光科技产业集团股份有限公司投资者关系活动记录表 编号: 2025001 近年以来，通用工业激光加工设备市场尤其是高功率激光加工设 备需求有所复苏。今年，公司推出了全球首台 150KW 超高功率切割 机，持续扩大在高端领域的市场影响力，与浙江鼎力、东南网架、中 国石油、爱玛科技等客户达成合作。另一方面，根据市场需求，公司 同步调整市场策略，持续加大对中低端市场的覆盖和拓展，高功率激 光切割设备整体市占率稳步提升。公司在长沙、天津、常州、张家港、 济南等地设厂，实现就近生产交付和服务，提升盈利能力。公司在厚 板切割效率、坡口特殊加工工艺等关键技术及超高功率激光切割工艺 上持续取得突破，并持续加深与行业头部客户的紧密合作关系。 四、公司当下市场竞争力与未来发展 公司下游包括消费电子、PCB、新能源、半导体等行业，与宏观经 济的整体运行密切相关，目前全球经济仍处于周期性波动当中。公司 将持续落实公司"基础器件技术领先，行业装备深耕应用"的发展战 略，持续加大对基础器件以及行业专用设备业务的研发和投入，深耕 细分行业，做大做强相关产业，不断强化和确立公司在相关产品市场 ...

证券时报e公司讯，企查查APP显示，近日，深圳市大族唯创科技有限公司成立，法定代表人为任宁， 注册资本2000万元，经营范围包含：智能机器人销售；智能机器人的研发；人工智能行业应用系统集成 服务；人工智能硬件销售等。 企查查股权穿透显示，该公司由大族激光间接全资持股。 ...

证券代码：002008 证券简称：大族激光 大族激光科技产业集团股份有限公司投资者关系活动记录表 编号：2024006 | --- | --- | --- | --- | --- | --- | --- | |-------------------------|--------------------------------------------------|---------------------|-------|-------|-------|-------| | | | | | | | | | | √ 特定对象调研 √ | 分析师会议 | | | | | | 投资者关系活 动类别 | □ 媒体采访 □ □ 新闻发布会 □ | 业绩说明会 路演活动 | | | | | | | √ 现场参观 | | | | | | | | √ 其他 电话会议 高盛证券（ 10 月 24 日） | | | | | | | | 天风证券（ 10 月 28 日） | | | | | | | | 招商证券（ 11 月 1 日） | | | | | | | | 美银美林策略会（ 11 月 5 | 日） | | | | | | | ...

%% %% 丨证券研究报告丨 公司研究丨点评报告丨大族激光（002008.SZ） [Table_Title] 收入保持改善， AI 与 3C 创新有望接踵而至 | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------| | 报告要点 | | | [Table_Summary] 大 ...

Revenue and Profit - Revenue for the third quarter reached 3.77 billion yuan, a year-on-year increase of 14.34%[2] - Net profit attributable to shareholders of the listed company was 201.18 million yuan, a year-on-year decrease of 2.32%[2] - The company's net profit for the first nine months was 1.47 billion yuan, a year-on-year increase of 106.09%[5] - Total revenue for the current period reached 10,128,953,807.40 RMB, compared to 9,387,371,410.23 RMB in the previous period[13] - The company's net profit attributable to the parent company increased to 11,587,375,768.83 RMB, up from 10,369,262,141.20 RMB at the beginning of the period[12] - Net profit attributable to parent company shareholders reached 1,426,090,149.23 RMB, a significant increase compared to the previous period[14] - Operating profit surged to 1,462,964,046.91 RMB, more than doubling from the previous period's 602,659,566.72 RMB[14] - Basic earnings per share increased to 1.36 RMB from 0.60 RMB in the previous period[15] - Total comprehensive income attributable to parent company shareholders rose to 1,362,623,218.78 RMB from 700,585,833.02 RMB[15] Assets and Liabilities - Total assets at the end of the reporting period were 33.41 billion yuan, a decrease of 2.31% compared to the end of the previous year[2] - The company's total assets decreased to 33,409,376,170.80 RMB from 34,200,363,737.11 RMB at the beginning of the period[12] - Short-term borrowings rose by 72.78% to 1.69 billion yuan[5] - Short-term borrowings rose to 1,693,606,517.09 RMB, up from 980,221,937.50 RMB at the beginning of the period[11] - Long-term borrowings increased to 3,006,204,823.45 RMB, compared to 2,122,878,920.51 RMB at the beginning of the period[11] - The company's long-term receivables increased by 75.03% to 311.83 million yuan[5] - Long-term receivables increased significantly due to the recognition of revenue from installment payments during the reporting period[6] - Short-term and long-term borrowings increased significantly due to the company's increased external borrowing during the reporting period[6] Cash Flow - Operating cash flow for the first nine months was 85.26 million yuan, a decrease of 58.72% year-on-year[5] - The company's net cash flow from financing activities decreased by 19,545.41% to -2.63 billion yuan[5] - The net cash flow from operating activities fluctuated significantly due to reduced sales collections and increased operating payments for materials during the reporting period[6] - The net cash flow from financing activities and the net increase in cash and cash equivalents fluctuated significantly due to the redemption of convertible bonds[6] - Cash flow from operating activities decreased to 85,255,805.80 RMB from 206,533,899.44 RMB in the previous period[16] - Cash received from disposal of subsidiaries and other business units significantly increased to 693,006,137.14 RMB from 170,435,447.58 RMB[16] - Total cash inflows from investment activities reached 1,603,994,293.26 RMB, more than doubling from the previous period's 790,278,411.79 RMB[16] - Cash paid for construction of fixed assets, intangible assets, and other long-term assets increased to 1,166,279,108.26 RMB from 1,089,842,690.19 RMB[16] - Investment cash outflow totaled RMB 2.53 billion, a 28.4% increase compared to the previous period[17] - Net cash flow from investment activities was negative RMB 928.54 million, an improvement from the previous negative RMB 1.18 billion[17] - Cash received from financing activities was RMB 4.07 billion, a 128% increase compared to the previous period[17] - Cash outflow for debt repayment was RMB 5.99 billion, a 379.6% increase compared to the previous period[17] - Net cash flow from financing activities was negative RMB 2.63 billion, compared to a positive RMB 13.54 million in the previous period[17] - The net increase in cash and cash equivalents was negative RMB 3.50 billion, compared to negative RMB 921.63 million in the previous period[17] - The ending balance of cash and cash equivalents was RMB 3.52 billion, a 33.7% decrease compared to the previous period[17] - The company received RMB 4.01 billion in loans, a 133.7% increase compared to the previous period[17] - The company paid RMB 297.05 million in dividends, interest, and profit distributions, a 26.3% decrease compared to the previous period[17] - The impact of exchange rate changes on cash and cash equivalents was negative RMB 25.56 million, compared to a positive RMB 39.94 million in the previous period[17] Investments and Development - The company's development expenditure increased by 108.82% to 22.31 million yuan[5] - Investment income surged by 459.26% to 1.04 billion yuan[5] - Development expenditures increased significantly due to increased capitalization of R&D projects during the reporting period[6] - Investment income, operating profit, total profit, income tax expenses, net profit, and net profit attributable to the parent company fluctuated significantly due to the disposal of equity in Hans Laser Tech Co., Ltd.[6] - R&D expenses increased to 1,271,212,311.68 RMB, up from 1,177,439,921.43 RMB in the previous period[13] - Construction in progress increased significantly due to investments in projects such as the Yachuang Industrial Park and the East China Regional Headquarters Base[6] Receivables and Payables - Other receivables increased significantly due to the rise in receivables from equity transfers and bid deposits during the reporting period[6] - Accounts receivable increased to 8,176,111,553.75 RMB, up from 7,330,761,537.57 RMB at the beginning of the period[10] - Inventory levels rose to 4,982,912,801.96 RMB, compared to 4,393,390,682.72 RMB at the beginning of the period[10] Financial Expenses and Income - Financial expenses fluctuated significantly due to reduced interest expenses, increased interest income, and fluctuations in the US dollar exchange rate[6] - Fair value change losses amounted to -36,659,719.36 RMB, a significant shift from the previous period's gain of 2,064,129.00 RMB[14] Sales and Operating Costs - Operating costs for the current period amounted to 9,837,833,237.60 RMB, with a significant portion attributed to sales costs of 1,018,341,573.86 RMB[13] - Sales revenue from goods and services reached 8,888,172,877.56 RMB, showing growth from the previous period's 8,383,442,400.89 RMB[16] Cash and Cash Equivalents - The company's cash and cash equivalents decreased to 7,299,096,911.95 RMB from 10,756,466,992.95 RMB at the beginning of the period[10] - The company's monetary funds, non-current liabilities due within one year, and other equity instruments fluctuated significantly due to the redemption of convertible bonds[6]

证券代码：002008 证券简称：大族激光 大族激光科技产业集团股份有限公司投资者关系活动记录表 编号：2024005 | --- | --- | --- | --- | --- | --- | |-------------------------|---------------------------------------------|-----------------------|-------|-------|-------| | | √ 特定对象调研 √ | 分析师会议 | | | | | 投资者关系活 | □ 媒体采访 □ | 业绩说明会 | | | | | 动类别 | □ 新闻发布会 □ | 路演活动 | | | | | | √ 现场参观 | | | | | | | √ 其他 电话会议 | | | | | | | 高盛证券（ 8 月 20 日） | | | | | | | 易方达（ 8 月 21 日） | | | | | | | 摩根大通（ 8 月 21 日） | | | | | | | 博时基金（ 8 月 23 日） | | | | | | | M&G Investment Managemen ...

[Table_MainInfo] 公司研究/信息设备/电子设备与仪器 证券研究报告 大族激光（002008）公司半年报点评 2024 年 08 月 28 日 [Table_InvestInfo] 投资评级 优于大市 维持 股票数据 | --- | --- | |-----------------------------------------------------------|-------------| | 08[Table_StockInfo 月 27日收盘价（元）] | 18.11 | | 52 周股价波动（元） | 14.45-24.17 | | 总股本/流通 A 股（百万股） | 1052/979 | | 总市值/流通市值（百万元） | 19055/17735 | | 相关研究 | | | [Table_ReportInfo] 《需求承压下市占稳定，二季度业绩环比改 | | 善》2023.09.14 市场表现 [Table_QuoteInfo] 大族激光 海通综指 -33.66% -25.66% -17.66% -9.66% -1.66% 6.34% 2023/8 2023/11 2024/2 2 ...

丨证券研究报告丨 公司研究丨点评报告丨大族激光（002008.SZ） [Table_Title] 消费电子需求回暖，等待业务共振 报告要点 [Table_Summary] 大族激光公布 2024 年中报，报告期内公司实现营业收入 63.55 亿元，同比增长 4.41%；实现 归母净利润 12.25 亿元，同比增长 184.81%；实现扣非归母净利润 2.20 亿元，同比增长 15.23%。 一季度非流动资产处置损益 10.54 亿元，主要为子公司大族思特部分股权转让。单二季度看， 公司实现营业收入 37.0 亿元，同比增长 1.03%；实现归母净利润 2.36 亿元，同比下降 17.98%。 销售毛利率 34.07%，同比下降 1.72pct，环比提升 0.75pct；销售净利率 6.96%，同比下降 1.78pct。 分析师及联系人 [Table_Author] 杨洋 谢尔曼 SAC：S0490517070012 SAC：S0490518070003 SFC：BUW100 %% %% research.95579.com 请阅读最后评级说明和重要声明 %% %% 1 大族激光（002008.SZ） cjzq ...

本报告仅供 Choice 东方财富 使用，请勿传阅。 2024 年 08 月 21 日 大族激光(002008.SZ) AI 拉动高端线路板需求,PCB 业务率先 增长 事件： 公司发布 2024 年半年度报告，报告期内，公司实现营业收入 63.55 亿元，同比增加 4.41%；实现归母净利润 12.25 亿元，同比增长 184.81%；扣非归母净利润 2.2 亿元，同比增长 15.23%。 受益 AI 算力产业链持续爆发，PCB 业务率先增长 报告期内，公司 PCB 设备业务实现收入 15.64 亿元，同比增加 102.89%。2024 年上半年，随着普通多层板市场的竞争加剧，PCB 生产企业对设备效率的要求和自动化需求持续提升，同时随着 AI 算力产业链的快速发展，高阶 PCB 加工需求大幅增加。大族激光 通过推出钻测一体化 CCD 六轴独立机械钻孔机、四光束 CO2 激光 钻孔机、高转速封装基板专用机械钻孔机等高效产品，满足了客 户对高阶 PCB 加工工艺的要求。公司在东南亚市场的布局也取得 显著成果，与多家国内外知名企业达成合作，把握 PCB 产业转移 带来的市场机会，相关订单显著增长，推动了海外业务 ...

大族激光科技产业集团股份有限公司 2024 年半年度报告全文 大族激光科技产业集团股份有限公司 2024 年半年度报告 2024 年 8 月 1 大族激光科技产业集团股份有限公司 2024 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人高云峰、主管会计工作负责人周辉强 及会计机构负责人(会计 主管人员)何军伟声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本半年度报告中涉及的未来计划、发展战略等前瞻性陈述不构成公司对 投资者的实质承诺，投资者及相关人士均应当对此保持足够的风险认识，并 且应当理解计划、预测与承诺之间的差异，敬请投资者注意投资风险。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 大族激光科技产业集团股份有限公司 2024 年半年度报告全文 目录 | --- | --- | |--------------------------------------------- ...