WANFENG AUTO WHEEL(002085)

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“硬科技”“好产品”搭桥梁,中国与中东欧国家共建互利合作新范式
证券时报· 2025-05-24 00:29
Group 1 - The Fourth China-Central and Eastern European Countries Expo and International Consumer Goods Expo was held from May 22 to 25 in Ningbo, Zhejiang Province, serving as a high-level economic and cultural event to enhance practical cooperation between China and Central and Eastern European countries [1] - Chinese enterprises and Central and Eastern European companies have actively explored multi-level and multi-field cooperation around "hard technology" and "good products," achieving complementary advantages and creating a model of mutually beneficial cross-regional cooperation [2] - The expo featured a large VR amusement park from Hungary's VR PARK, which aims to attract the younger generation, particularly Generation Z, to offline experiences and social interactions [2] Group 2 - The highlight of the expo was the HEMEP hybrid multi-engine aircraft, the world's first multi-engine hybrid aircraft developed by Austria's Diamond Aircraft, which has been fully acquired by China's WanFeng Group [3] - WanFeng Group has established a global layout with four aircraft manufacturing bases and three design and R&D centers, aiming to become a global leader in general aviation innovation manufacturing [3] - During the expo, a total of 24.9 billion yuan in procurement contracts were signed, covering various categories including minerals, pet health products, skiing equipment, and wine [3][4] Group 3 - The cooperation between Ningbo Baoshui District 82 International Trade Co., Ltd. and Serbia's Viteplanet LLC involves a significant contract for pet health products, with an annual procurement scale of 80 million yuan over three years, totaling 240 million yuan [4] - The pet health product market in China demands strict safety and efficacy standards, making imported products with mature formulas and compliance qualifications a solid foundation for cooperation [4] - The Deputy Director of the European Department of the Ministry of Foreign Affairs emphasized the need for China and Central and Eastern European countries to deepen technological innovation cooperation with an open and inclusive attitude [4]
“硬科技”“好产品”搭桥梁 中国与中东欧国家共建互利合作新范式
Zheng Quan Shi Bao· 2025-05-23 21:16
Group 1 - The Fourth China-Central and Eastern European Countries Expo and International Consumer Goods Expo was held from May 22 to 25 in Ningbo, Zhejiang Province, serving as a high-level economic and cultural event to enhance practical cooperation between China and Central and Eastern European countries [1] - The expo has become an "accelerator" for pragmatic cooperation, focusing on "hard technology" and "good products," with Chinese and Central and Eastern European enterprises exploring multi-layered and multi-field collaborations [1] - A notable exhibit was the large-space VR amusement park from Hungary's VR PARK, which aims to attract Chinese consumers by offering a unique VR experience distinct from common VR setups found in malls [1][2] Group 2 - The large-space VR project is successfully promoted in cities like Ningbo and Yangzhou, with plans to expand to 10 cities this year, targeting the younger generation, particularly Gen Z [2] - The centerpiece of the expo was the HEMEP hybrid multi-engine aircraft, the world's first multi-engine hybrid aircraft developed by Austria's Diamond Aircraft, which has been fully acquired by China's Wan Feng Group [2] - Wan Feng Group aims to become a global leader in general aviation manufacturing, having established four aircraft manufacturing bases and three design and R&D centers worldwide, with services in 90 countries [2] Group 3 - During the expo, a procurement signing event resulted in contracts totaling 2.49 billion yuan, covering various products including minerals, pet health products, and ski equipment [3] - A significant partnership was formed between Ningbo Free Trade Zone and Serbia's Vetplanet, agreeing to import pet health products worth 80 million yuan annually over three years, totaling 240 million yuan [3] - The collaboration is seen as a bright spot in the domestic pet health market, emphasizing the importance of product safety and efficacy, supported by compliance and testing from authoritative institutions [3]
万丰奥威(002085) - 2024年度股东大会决议公告
2025-05-20 10:45
股票代码:002085 股票简称:万丰奥威 公告编号:2025-022 浙江万丰奥威汽轮股份有限公司 2024 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、本次股东大会无否决提案的情形; 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开情况 1、会议通知情况 4、会议召集人:公司董事会 5、会议方式:本次股东大会采取现场投票与网络投票相结合的方式 6、现场会议主持人:公司董事长赵亚红先生 二、会议出席情况 1、出席会议的总体情况 公司董事会于2025年4月29日在《证券时报》及巨潮资讯网(www.cninfo.com.cn) 上披露了召开本次股东大会的会议通知和审议事项。 2、会议召开时间: 现场会议召开时间:2025年5月20日下午14:30 网络投票时间: (1)通过深圳证券交易所交易系统投票时间为:2025年5月20日上午9:15-9:25、 9:30-11:30、下午13:00-15:00。 (2)通过互联网投票系统投票的具体时间为:2025年5月20日上午9:15至下午 15:00。 3、现 ...
万丰奥威(002085) - 2024年度股东大会法律意见书
2025-05-20 10:45
万丰奥威 2024 年度股东大会法律意见书 国浩律师(杭州)事务所 国浩律师(杭州)事务所 关于浙江万丰奥威汽轮股份有限公司 2024 年度股东大会之 法 律 意 见 书 致:浙江万丰奥威汽轮股份有限公司("贵公司") 国浩律师(杭州)事务所(以下简称"本所")接受贵公司的委托,指派本 所律师出席贵公司于 2025 年 5 月 20 日在浙江省新昌县万丰科技园召开的 2024 年度股东大会(以下简称"本次股东大会"),并依据《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、行政法规、规范性文件及《浙江万丰奥威汽轮股份有限公司 章程》(以下简称"《公司章程》")的规定,出具本法律意见书。 为出具本法律意见书,本所律师对贵公司本次股东大会所涉及的有关事项进 行了审查,查阅了本所律师认为出具本法律意见书所必须查阅的文件,并对有关 问题进行了必要的核查和验证。 贵公司已向本所承诺:贵公司向本所律师所提供的文件和所作陈述及说明是 完整的、真实的和有效的,有关原件及其上面的签字和印章是真实的,且一切足 以影响本法律意见书的事实和文件均已向本所披露,无任何隐 ...
万丰奥威(002085):2024年报及2025年一季报点评:传统业务稳健发展,低空业务未来可期
Guoyuan Securities· 2025-05-19 08:30
[Table_Summary] 报告要点: 营收增长稳健,费用管控得当 2024 年公司实现营收 162.64 亿元,同比+0.35%;归母净利 6.53 亿元,同 比-10.14%;销售毛利率16.53%,同比-3.8pct;净利率5.17%,同比-1.21pct。 公 司 费 用 控 制 得 当 , 销 售 / 管 理 / 研 发 / 财 务 费 用 率 分 别 为 1.18%/4.37%/2.84%/0.53%,分别同比下降 0.19/0.43/0.22/1.01pct。25Q1 公司实现营收35.67亿元,同比+0.75%;归母净利2.75亿元,同比+21.29%; 毛利率 18.34%,同比-1.48pct;净利率 10.54%,同比+2.30pct。 轻量化业务稳步增长,通航制造业务快速发展 [Table_Main] 公司研究|可选消费|汽车与汽车零部件 证券研究报告 万丰奥威(002085)公司点评报告 2025 年 05 月 19 日 [Table_Title] 传统业务稳健发展,低空业务未来可期 ——万丰奥威(002085)2024 年报及 2025 年一季报点评 公司深耕轻量化金属部件,构 ...
万丰奥威:2025年将全力推进eVTOL部分机型TC取证进程
news flash· 2025-05-14 14:37
Core Viewpoint - The company is committed to advancing the TC certification process for specific eVTOL models by 2025, aiming to bring products to market quickly [1] Group 1: Product Development - The company has established a multi-scenario product travel matrix that includes "fixed-wing + vertical take-off and landing aircraft + drones" [1] - The company plans to focus on the TC certification process for the DART model, the all-electric general aviation aircraft eDA40, and certain eVTOL models in 2025 [1] Group 2: eVTOL Market Strategy - The urban air mobility solution relies on two piloted two-seat models: Volocopter 2X and VoloCity [1] - The Volocopter 2X is expected to complete TC certification between 2025 and 2026, with efforts to secure commercial orders [1] - The VoloCity model is designed to meet stricter EASA aviation standards and is currently advancing its TC certification process with EASA [1]
万丰奥威(002085) - 2025年5月13日投资者关系活动记录表
2025-05-14 11:47
证券代码:002085 证券简称:万丰奥威 浙江万丰奥威汽轮股份有限公司投资者关系活动记录表 | | □特定对象调研 □分析师会议 | | | --- | --- | --- | | 投资者关系活动类 | □媒体采访 业绩说明会 | | | | □新闻发布会 □路演活动 | | | 别 | □现场参观 | | | | □其他 (请文字说明其他活动内容) | | | 参与单位 | 投资者网上提问 | | | 时间 | 2025 年 日下午 15:00-17:00 | 5 月 13 | | 地点 | 公司通过全景网"投资者关系互动平台"(https://ir.p5w.net)采用网 | | | | 络远程的方式召开业绩说明会 | | | | 董事长 总经理 余登峰 | 赵亚红 | | 上市公司接待人员 | 独立董事 财务总监 陈善富 | 谢韬 | | | 副总经理、董事会秘书 李亚 | | | | 投资者提出的问题及公司回复情况 | | | | 公司就投资者在本次业绩说明会中提出的问题进行了回复: | | | | Q1、公司无人机产品目前主要应用于什么领域?目前的出货 | | | | 量如何,2024 营收多 ...
万丰奥威(002085) - 关于参加2025年浙江辖区上市公司投资者网上集体接待日暨2024年度业绩说明会的公告
2025-05-07 08:00
为提高互动交流的效率,现提前向所有关心公司的投资者公开征集交流问题,广 泛听取投资者的意见和建议。投资者可于2025年5月12日(周一)17:00前访问 http://ir.p5w.net/zj/,或扫描下方二维码,进入问题征集专题页面,提交您所关心的问 题。公司将在活动上对投资者所关心的问题进行回答。 股票代码:002085 股票简称:万丰奥威 公告编号:2025-021 浙江万丰奥威汽轮股份有限公司 关于参加2025年浙江辖区上市公司投资者网上集体接待日 暨2024年度业绩说明会的公告 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。 为进一步加强与投资者的互动交流,浙江万丰奥威汽轮股份有限公司(以下简称 "公司")将参加由浙江证监局、浙江上市公司协会与深圳市全景网络有限公司联合 举办的"2025年浙江辖区上市公司投资者集体接待日暨2024年度业绩说明会",现将 相关事项公告如下: 本次活动将采用网络远程的方式举行,投资者可登录"全景路演"网站 (https://rs.p5w.net),或关注微信公众号:全景财经,或下载全景路演APP,参与本 次互动交流,活 ...
万丰奥威(002085) - 2025年4月29日投资者关系活动记录表
2025-05-05 07:46
证券代码:002085 证券简称:万丰奥威 浙江万丰奥威汽轮股份有限公司投资者关系活动记录表 | | □特定对象调研 分析师会议 | | | --- | --- | --- | | 投资者关系活动类 | □媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | 别 | □现场参观 | | | | 其他(电话交流) | | | | 2025 | 年 4 月 29 日 10:00-11:00 华创证券、财通证券、华福证券、光大证券、东方证券、浙商证券、 | | | | 华西证券、西部证券、国海证券、申万宏源、英大保险、嘉合基金、 | | | | 天风证券、招商证券、平安证券、国信证券、长江证券、国盛证券、 | | | | 华夏久盈、银河基金、长安基金、宁波盛世智己投资、上银基金、 | | 参会时间及单位 | | 群益证券、杭州乾璐投资、江苏天麒投资、南方基金、平安资管、 | | | | 均泽资管、浙江臻远投资、上海世诚投资、东方基金、信诚基金、 | | | | 深圳榕树投资、爱建证券、永盈基金、汇添富基金、华能贵诚信托、 | | | | 上海循理资管、前海云溪基金、德邦基金、光大保德 ...
万丰奥威20250429
2025-04-30 02:08
Summary of WanFeng AoWei Conference Call Company Overview - **Company**: WanFeng AoWei - **Industry**: Automotive lightweight components and aviation manufacturing Key Financial Performance - **2024 Revenue**: 12.89 billion CNY, a decrease of 6.74% year-on-year; **Net Profit**: 275 million CNY, down 37.7% due to the impact of Wuxi Chongwei's deconsolidation and significant impairment provisions [2][5] - **Q1 2025 Revenue**: 3.6 billion CNY, a growth of 1% year-on-year; **Net Profit**: 275 million CNY, an increase of 21.3%, benefiting from the acquisition of Volocopter [2][5] Automotive Lightweight Business - **2024 Revenue**: 13.45 billion CNY, stable compared to last year; **Aluminum Wheel Sales**: Increased by 17% year-on-year [2][6] - **Gross Margin**: Decreased by 3.5 percentage points to 14.8%, primarily due to the higher proportion of low-margin wheel business [2][6] - **Strategic Partnerships**: Deep collaboration with major clients like Chery and BYD, focusing on new process applications [2][6] Aviation Business - **2024 Revenue**: 2.81 billion CNY, a growth of 1.62% year-on-year; delivery volumes stable but below initial budget due to supply chain issues [2][8] - **Gross Margin**: Decreased by 5 percentage points to 25%, impacted by reduced income from authorized business and provisions for receivables [2][8] Acquisition of Volocopter - **Strategic Importance**: Acquisition of Volocopter enhances WanFeng's position in the low-altitude economy, leveraging Volocopter's strong R&D capabilities [2][10] - **Financial Impact**: The acquisition contributed approximately 70 million CNY to net profit in Q1 2025 [2][11] - **Certification Progress**: Five models are in the certification process, with key models VoloTwoX and VoloCity aiming for certification in 2026 [2][10][15] Future Development Focus - **Key Initiatives**: Accelerate certification for VoloTwoX and VoloCity, enhance development of other models, and establish a transportation service platform (Voloport) [2][13] - **R&D Investment**: R&D expenses in aviation increased from 140 million CNY in 2023 to 190 million CNY in 2024, focusing on new aircraft models and technologies [2][17] Challenges and Strategic Adjustments - **Net Profit Decline**: The decline in net profit is attributed to credit impairment and changes in revenue structure [2][16] - **Future Outlook**: Expected improvements in revenue and profit margins over the next three years through optimization of core components and addressing geopolitical impacts on customer orders [2][16] Non-Core Business - **Daclo Coating Business**: Stable revenue around 320-330 million CNY, but limited growth potential; the company plans to maintain current levels without expansion [2][19][20] Conclusion - **Strategic Focus**: WanFeng AoWei remains committed to its core areas of automotive lightweight components and low-altitude aircraft manufacturing, while optimizing resource allocation to enhance competitiveness [2][20]