Han's Laser(002008)
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突发利好,A50指数直线飙升!
Zheng Quan Shi Bao Wang· 2025-05-12 11:13
Group 1: 3D Printing Technology Development - The development of smart manufacturing technology has made 3D printing an important force in cultivating new productive forces in China [1] - 3D printing technology is transitioning from an optional choice to a necessary option in high-end manufacturing fields such as aerospace [7] - The global 3D printing market is expected to reach $88.3 billion by 2030, while the Chinese 3D printing equipment market is projected to exceed 120 billion yuan by 2029, with a compound annual growth rate of approximately 19.5% from 2024 to 2029 [7] Group 2: Company Activities in 3D Printing - Companies like Protolabs predict significant growth in the 3D printing market, indicating a robust future for the industry [7] - A-share market has over 30 stocks related to 3D printing, with companies like Jinggong Technology focusing on robot-related 3D printing equipment [7] - Aitide has developed 3D printing zirconia ceramic technology and has received FDA and NMPA registration for its high solid content printing materials [7] Group 3: Market Performance and Trends - The average increase of 3D printing concept stocks is 17.18% year-to-date, with four stocks seeing cumulative gains over 50% [10] - Sixteen 3D printing concept stocks have seen a daily average trading volume increase of over 10% since May, with five stocks doubling their trading volume [11] - As of May 12, eight stocks have a rolling price-to-earnings ratio below 40, indicating potential investment opportunities [11]
大族激光(002008) - 关于注销回购股份减少注册资本暨通知债权人的公告
2025-05-12 10:31
关于注销回购股份减少注册资本暨通知债权人的公告 证券代码:002008 证券简称:大族激光 公告编号:2025036 大族激光科技产业集团股份有限公司 关于注销回购股份减少注册资本暨通知债权人的公告 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。 大族激光科技产业集团股份有限公司(以下简称"公司"或"大族激光") 分别于 2025 年 4 月 1 日、2025 年 5 月 12 日召开第八届董事会第五次会议及 2024 年年度股东大会,审议通过《关于变更回购股份用途并注销的议案》。公司拟将 存放于回购专用证券账户中原计划"用于后续实施员工持股计划或股权激励"及 "用于维护公司价值及股东权益所必需(出售)"的股份之用途变更为"用于注 销以减少注册资本"。公司回购股份共计 22,589,592 股,占公司目前总股本比例 为 2.15%。本次注销回购股份完成后,公司总股本将由 1,052,193,000 股减少至 1,029,603,408 股。具体内容详见 2025 年 4 月 3 日公司在指定信息披露媒体巨潮 资讯网(http://www.cninfo.com. ...
大族激光(002008) - 北京市君合律师事务所关于大族激光科技产业集团股份有限公司2024年年度股东大会的法律意见书
2025-05-12 10:30
关于大族激光科技产业集团股份有限公司 2024 年年度股东大会的法律意见书 致:大族激光科技产业集团股份有限公司 北京市君合律师事务所(以下简称"本所")受大族激光科技产业集团股份 有限公司(以下简称"贵公司")的委托,根据《中华人民共和国公司法》(以下 简称"《公司法》")、《上市公司股东会规则》(以下简称"《股东会规则》")等法 律、法规、规章及《大族激光科技产业集团股份有限公司章程》(以下简称"《公 司章程》")的有关规定,就贵公司 2024 年年度股东大会(以下简称"本次股东 大会")有关事宜出具本法律意见书。 本法律意见书仅供见证本次股东大会相关事项合法性之目的而使用,未经本 所书面同意,任何人不得将其用作其他任何目的。 北京市建国门北大街 8 号华润大厦 20 层 邮编:100005 电话:(86-10)85191300 传真:(86-10)85191350 junhebj@junhe.com 北京市君合律师事务所 为出具本法律意见书之目的,本所委派律师列席了贵公司本次股东大会现场 会议,并根据有关法律法规的规定和要求,按照律师行业公认的业务标准、道德 规范和勤勉尽责精神,对贵公司提供的与本次股东 ...
大族激光(002008) - 2024年年度股东大会决议公告
2025-05-12 10:30
2024 年年度股东大会决议公告 证券代码:002008 证券简称:大族激光 公告编号:2025035 大族激光科技产业集团股份有限公司 2024 年年度股东大会决议公告 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。 重要提示 1、本次股东大会召开期间未出现增加、否决或变更提案之情形。 大族激光科技产业集团股份有限公司(以下简称"公司"或"大族激光") 于 2025 年 4 月 22 日发出关于召开 2024 年年度股东大会的通知。 本次股东大会采用现场投票和网络投票相结合之方式。现场会议于 2025 年 5 月 12 日 14:30~17:00 在公司会议室召开,网络投票时间为 2025 年 5 月 12 日; 其中,通过深圳证券交易所交易系统进行网络投票的具体时间为:2025 年 5 月 12 日 9:15~9:25,9:30~11:30 和 13:00~15:00;通过深圳证券交易所互联网投票系 统投票的具体时间为:2025 年 5 月 12 日 9:15 至 15:00 期间的任意时间。 会议由公司董事会召集,在广东省深圳市宝安区重庆路 12 号大族 ...
大族激光(002008) - 关于股东股份解除质押的公告
2025-05-06 10:00
关于股东股份解除质押的公告 证券代码:002008 证券简称:大族激光 公告编号:2025034 大族激光科技产业集团股份有限公司 关于股东股份解除质押的公告 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。 大族激光科技产业集团股份有限公司(以下简称"公司"或"大族激 光")近日接到公司股东大族控股集团有限公司(以下简称"大族控股")之 告知函,获悉其将持有的本公司部分股份进行了解除质押登记,具体情况如 下: 一、股东股份质押(解除质押)基本情况 (一)股东股份质押(解除质押)基本情况 | 股东名称 | 是否为控股股东 或第一大股东及 | 本次解除质 押股份数量 | 占其所持 股份比例 | 占公司总 股本比例 | 起始日 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 其一致行动人 | (股) | | | | | | | 大族控股 | 是 | 5,600,000 | 3.46% | 0.53% | 2024.04.15 | 2025.04.30 | 中国民生银行股份 有限 ...
大族激光(002008) - 2025年4月28日投资者关系活动记录表
2025-04-28 10:39
Group 1: Financial Performance - The net profit attributable to shareholders for Q1 is ¥163,470,377.43, a decrease of 83.47% compared to the same period last year, primarily due to a one-time gain from the disposal of shares in Dazhu Siter amounting to approximately ¥890 million in the previous year [3] - The net profit excluding non-recurring gains for Q1 is ¥71,901,945.12, an increase of 1,388.37% year-on-year, indicating no actual decline in performance [3][5] - The inventory turnover rate for 2023 is approximately 2.16, projected to increase to 2.41 in 2024, with measures in place to enhance inventory management [6] Group 2: Business Segments and Revenue - The general industrial laser processing equipment business achieved revenue of ¥5.971 billion, primarily from high-power laser cutting and welding equipment, as well as mid- and low-power laser marking and cutting equipment [3] - The company’s self-produced components, including laser devices and cooling systems, generated external sales of nearly ¥200 million in 2024 [6] - The overseas revenue proportion reached 14.26% in 2024, an increase of 88% compared to 2023, reflecting successful market expansion efforts [6] Group 3: Strategic Insights and Market Position - The company focuses on intelligent manufacturing equipment and key components, maintaining a vertical integration advantage and leveraging industry policy support [3] - In the semiconductor sector, the company provides various intelligent manufacturing equipment, with a high degree of localization achieved in core components [7] - The company is actively pursuing market opportunities in the electric vehicle sector, collaborating with leading manufacturers like BYD and Great Wall Motors [5] Group 4: Future Outlook and Challenges - The company is developing strategies to enhance profitability in consumer electronics and PCB equipment by innovating product offerings and improving production processes [5] - The anticipated compound growth rates for the PCB industry in Southeast Asia are projected at 7.1%, surpassing China's 4.3%, indicating a shift in market dynamics [4] - The company is formulating a market value management system in accordance with regulatory guidelines to address stock price volatility and enhance shareholder value [5][7]
新单难求!多家光伏设备龙头业绩下滑,“卖铲人”转战二手市场掘金
Hua Xia Shi Bao· 2025-04-24 10:20
Group 1: Company Performance - Wuxi Autowei Technology Co., Ltd. reported a revenue of 9.198 billion yuan for 2024, a year-on-year increase of 45.94%, while net profit slightly increased by 1.36% to 1.273 billion yuan [1] - The company attributed the slower profit growth compared to revenue to product structure impacts, with strong competition in the market for certain products like single crystal furnaces and screen printing lines [1] - Laser giant Han's Laser Technology Industry Group Co., Ltd. saw a net profit surge of 106.52% to 1.694 billion yuan, but its revenue from new energy equipment dropped significantly by 40.48% to 1.54 billion yuan [1] Group 2: Industry Trends - The photovoltaic equipment sector is experiencing a downturn, with many companies reporting declining performance, indicating a cooling industry [2] - Jingcheng Machinery's revenue fell by 2.26% to 17.577 billion yuan, with net profit down 44.93% to 2.51 billion yuan, largely due to significant impairment losses [2] - The overall trend shows that many equipment manufacturers are facing declining orders and revenues, with Autowei's backlog decreasing by 10.40% to 11.831 billion yuan by the end of 2024 [8] Group 3: Market Conditions - The photovoltaic industry is currently in a state of oversupply, leading to reduced capital expenditures from downstream customers and a significant drop in orders for equipment [5][8] - The prices of photovoltaic products across the entire industry chain are continuously declining, impacting the gross margins of equipment manufacturers [6] - Autowei's gross margin decreased by 4.3 percentage points, while Jingcheng Machinery's gross margin fell by 2.46% to 36.36% [6] Group 4: Future Outlook - Analysts predict that the equipment manufacturing sector may not see new orders in 2025, with potential growth in orders expected only after 2026, driven by expansions in BC battery and component production [9]
大族激光科技产业集团股份有限公司关于举办2024年度业绩网上说明会的公告
Shang Hai Zheng Quan Bao· 2025-04-23 19:28
Core Viewpoint - The company, Hans Laser Technology Industry Group Co., Ltd., is hosting an online performance briefing for its 2024 annual report on April 28, 2025, to enhance communication with investors and gather their feedback [1][5]. Group 1: Event Details - The online performance briefing is scheduled for April 28, 2025, from 15:00 to 17:00 [1]. - The briefing will be held on the "Value Online" platform (www.ir-online.cn) and will utilize an interactive online format [1]. - Investors can participate by accessing the event through a specific URL or by scanning a QR code via WeChat [2]. Group 2: Participants - Key attendees include the Chairman Gao Yunfeng, Vice Chairman Zhang Jianqun, CFO Zhou Huqiang, and several independent directors [1]. - There may be adjustments to the list of participants due to unforeseen circumstances [1]. Group 3: Investor Engagement - Investors are encouraged to submit questions prior to the event, which the company will address during the briefing within the limits of information disclosure [2]. - After the event, investors can review the briefing's key points and outcomes on the Value Online platform or via the Yi Dong App [4].
大族激光(002008):PCB率先回暖,核心业务有望进入共振
Changjiang Securities· 2025-04-23 09:49
Investment Rating - The investment rating for the company is "Accumulate" and maintained [8] Core Views - The company reported a revenue of 14.771 billion yuan for 2024, a year-on-year increase of 4.83%, and a net profit attributable to shareholders of 1.694 billion yuan, a significant year-on-year increase of 106.52%. However, the net profit after deducting non-recurring items decreased by 4.39% to 445 million yuan [2][6] - In the first quarter of 2025, the company achieved a revenue of 2.944 billion yuan, a year-on-year increase of 10.84%, but the net profit attributable to shareholders dropped by 83.47% to 163 million yuan. The net profit after deducting non-recurring items turned around to a profit of 72 million yuan [2][6] - The recovery in the PCB sector is expected to drive demand for high-end PCB drilling equipment and precision processing for ultra-thin and foldable screens, which will support the company's fundamentals returning to a prosperous year [2][6] Summary by Sections Financial Performance - For 2024, the company’s revenue was 14.771 billion yuan, with a net profit of 1.694 billion yuan, and a net profit after deducting non-recurring items of 445 million yuan. The first quarter of 2025 saw revenues of 2.944 billion yuan and a net profit of 163 million yuan [2][6] - The company’s revenue from PCB equipment reached 3.343 billion yuan in 2024, a year-on-year increase of 104.56%, driven by the demand from AI servers for HDI and multi-layer board expansion [12] - The company expects 2025-2026 to be a breakout year for its core business, with AI capital expenditures and innovations in the fruit supply chain likely to resonate positively [12] Business Segments - The company’s revenue from consumer electronics remained flat at 2.143 billion yuan, while revenue from semiconductor equipment decreased by 16.55% to 1.775 billion yuan. The general laser equipment segment saw a revenue increase of 7.64% to 5.971 billion yuan [12] - The first quarter of 2025 showed a strong performance in the PCB business, with a revenue of 960 million yuan, a year-on-year increase of 27.89%, and a net profit of 117 million yuan, a year-on-year increase of 83.60% [12] Market Outlook - The company is well-positioned in the laser processing equipment industry, with a strong customer base and brand advantages. The outlook for 2025-2026 is optimistic, with expectations of a recovery in the downstream industry [12] - The company’s EPS is projected to be 1.23, 1.73, and 1.84 for 2025, 2026, and 2027 respectively, with corresponding PE ratios of 18.93, 13.49, and 12.69 [12]
大族激光(002008) - 关于举办2024年度业绩网上说明会的公告
2025-04-23 07:58
关于举办 2024 年度业绩网上说明会的公告 证券代码:002008 证券简称:大族激光 公告编号:2025033 大族激光科技产业集团股份有限公司 关于举办 2024 年度业绩网上说明会的公告 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。 大族激光科技产业集团股份有限公司(以下简称"公司"或"大族激光") 已于 2025 年 4 月 22 日在巨潮资讯网披露《2024 年年度报告》及《2024 年年度 报告摘要》。为便于广大投资者更加全面、深入地了解公司经营业绩、发展战略 等情况,公司定于 2025 年 4 月 28 日(星期一)15:00~17:00 在"价值在线" (www.ir-online.cn)举办公司 2024 年度业绩网上说明会,与投资者进行沟通和 交流,广泛听取投资者的意见和建议,具体情况如下: 一、说明会召开时间、平台及方式 会议召开时间:2025 年 4 月 28 日(星期一)15:00~17:00 会议召开平台:价值在线(www.ir-online.cn) 会议召开方式:网络互动方式 二、参会人员 出席本次 2024 年度业绩网上说明 ...