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西部材料(002149) - 西部金属材料股份有限公司2024年年度权益分派实施公告
2025-07-01 10:15
证券代码:002149 证券简称:西部材料 公告编号:2025-022 西部金属材料股份有限公司 2024 年年度权益分派实施公告 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。 西部金属材料股份有限公司(以下简称"西部材料公司"或"公司")2024 年 度权益分派方案已获 2025 年 5 月 22 日召开的 2024 年度股东大会审议通过,现 将权益分派事宜公告如下: 一、股东大会审议通过利润分配方案等情况 2025 年 5 月 22 日,公司 2024 年度股东大会审议通过了《2024 年度利润分 配方案》,具体方案为:以公司总股本 488,214,274 股为基数,向全体股东每 10 股派发现金股利 2.00 元人民币(含税),合计派发现金股利 97,642,854.80 元 (含税)。本次分配不实施资本公积转增股本、不分红股。 在 2024 年度利润分配方案公告后至实施前,出现股权激励行权、可转债转 股、股份回购等原因导致股本总额发生变动的,公司将以未来实施利润分配方 案时股权登记日的总股本为基数,按照分配总额不变的原则对分配比例进行相 应调整。 本 ...
深海科技:海洋强国战略的关键支柱产业赛道投资图谱
Tianfeng Securities· 2025-06-29 07:16
Group 1 - The ocean economy is a significant driver of GDP growth, with the national marine production value expected to exceed 10 trillion yuan in 2024, accounting for 7.8% of the GDP, and contributing 11.5% to economic growth [1][8] - The government has highlighted "deep-sea technology" in its reports, indicating its importance alongside commercial aerospace and low-altitude economy, suggesting a rapid development potential in deep-sea equipment and exploration [1][8] - The deep-sea technology sector is identified as a key pillar for building a maritime power, encompassing three main areas: deep-sea materials, deep-sea equipment manufacturing, and deep-sea digital applications [3][17] Group 2 - Various provinces and cities are accelerating the development of marine economy, with policies focusing on high-end, intelligent, and green development, and establishing multi-level industrial systems [2][13] - Shanghai's marine industry development plan (2025-2035) proposes a "3+5+X" industrial system, while Guangdong's regulations emphasize support for eight emerging marine industry clusters [2][14] - The deep-sea materials sector is crucial for deep-sea technology, involving structural and buoyancy materials necessary for the development of marine resources, with a focus on high-performance steel, alloy materials, and composite materials [3][21] Group 3 - The deep-sea equipment sector is essential for supporting deep-sea development, facing challenges from complex underwater environments, with significant growth in China's shipbuilding industry, which saw a 13.8% increase in completed shipbuilding volume in 2024 [4][26] - The deep-sea digitalization and intelligence sector is a vital direction for deep-sea technology development, aiming to create a "digital ocean" that enhances marine decision-making and governance through advanced information technologies [5][17] - The report suggests focusing on marine engineering equipment manufacturing, marine equipment components, and marine observation instruments as key areas for investment [4][26]
国防军工行业周报(2025年第26周):地缘政治不确定性提升估值,季报预期逐步落地促发反转-20250623
Shenwan Hongyuan Securities· 2025-06-23 04:11
Investment Rating - The report rates the defense and military industry as "Overweight," indicating an expectation for the industry to outperform the overall market [3][29]. Core Insights - The report highlights that geopolitical uncertainties are increasing the valuation of the military industry, with expectations for quarterly performance to gradually materialize, potentially triggering a reversal in stock performance [2][6]. - The military industry is expected to see a gradual increase, particularly in June, driven by external geopolitical factors and the implementation of the 14th Five-Year Plan [6]. - The report emphasizes the importance of the military's fundamental changes, with stable order inflows expected to translate into performance improvements starting in Q2 [6]. - Key investment opportunities are identified in precision-guided weapons, underwater capabilities, AI/robotics, and traditional aircraft supply chains [6]. Market Review - The report notes that the Shenwan Defense and Military Index fell by 2.01%, while the CSI Military Leaders Index dropped by 2.83%, underperforming the Shanghai Composite Index, which fell by 0.51% [3][7]. - The report provides a detailed performance analysis of individual stocks within the military sector, highlighting the top gainers and losers for the week [14][15]. Valuation Changes - The report states that the current PE-TTM for the Shenwan Military Sector is 74.63, placing it in the upper range historically, with significant differentiation among sub-sectors [15][21]. - The report includes a valuation table for key military industry stocks, projecting future earnings and PE ratios [22].
深海科技专题报告(一):深蓝之钥:解锁海洋未来,布局深海科技核心资产
CMS· 2025-06-09 15:12
Investment Rating - The report highlights the deep-sea technology sector as a strategic emerging industry, with a projected global market size exceeding $500 billion by 2025, growing at an annual rate of over 15% [1][4]. Core Insights - The report emphasizes the rapid development of the global deep-sea technology market, with significant investment opportunities in sub-sectors such as deep-sea equipment manufacturing, resource exploration, and deep-sea biomedicine [1][4]. - The Chinese deep-sea economy is expected to reach approximately $3.25 trillion by 2025, accounting for 25% of the total marine economy, with a growth rate exceeding 20% [43][44]. Summary by Sections Industry Overview - The deep-sea technology sector has been recognized as a key area for strategic development, with the Chinese government prioritizing its growth in the 2025 Government Work Report [1][4]. - The global deep-sea technology market is projected to surpass $500 billion by 2025, with a compound annual growth rate (CAGR) of over 15% [1][4]. Industry Status - The report indicates that the global deep-sea technology market is experiencing rapid growth, with the deep-sea oil and gas sector remaining a cornerstone, while emerging fields like underwater mining and underwater vehicles are also expanding significantly [37][39]. - The underwater mining market is expected to grow from approximately $3.7 billion in 2024 to $15.9 billion by 2029, with a CAGR of 33.7% [37][39]. Investment Strategy - The report suggests focusing on investment opportunities in extreme environment equipment that relies on high-strength titanium alloys, nanocomposite materials, and intelligent control systems [4][37]. - Short-term strategies include capitalizing on domestic replacements driven by policy support, while long-term strategies should focus on breakthroughs in materials and core components [4][37]. Industry Chain and Key Enterprises - The report categorizes the industry chain into upstream (materials and technology), midstream (precision components and complete equipment), and downstream (applications and commercialization scenarios) [52][53]. - Key players in the upstream segment include companies like Western Materials and BaoTi Co., while midstream players include China Shipbuilding and China Heavy Industry [52][53].
西部材料(002149) - 002149西部材料投资者关系管理信息20250523
2025-05-23 08:14
Group 1: Investor Relations Activity - The investor relations activity was conducted via an online platform on May 20, 2025 [2] - The meeting was categorized as a performance briefing [2] - The event was hosted by the company through the "Investor Relations Interactive Platform" [2] Group 2: Participants - Key participants included: - Gu Liang, Deputy General Manager/Board Secretary [2] - Kang Yan, General Manager [2] - Liu Yong, Financial Responsible Person [2] Group 3: Communication Topics - The company engaged with investors on topics such as corporate governance and operational status [2] - Detailed communication records can be found on the Panoramic Network [2] - The event was part of the 2025 Shaanxi Listed Companies Investor Reception Day and the 2024 Annual Performance Briefing [2]
西部材料(002149) - 西部材料2024年度股东大会决议公告
2025-05-22 11:30
证券代码:002149 证券简称:西部材料 公告编号:2025-021 西部金属材料股份有限公司 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。 特别提示: ●本次股东大会无否决提案的情形。 一、会议召开及出席情况 (一)会议召开情况 1.现场会议召开时间:2025 年 5 月 22 日(星期四)下午 14:30。 2.网络投票时间:2025 年 5 月 22 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 22 日 9:15~9:25、9:30~11:30、13:00~15:00;通过深圳证券交易所互联网投 票的具体时间为 2025 年 5 月 22 日 9:15~15:00 期间的任意时间。 3.现场会议召开地点:陕西省西安市经开区泾渭工业园西金路西段 15 号西 部材料会议中心会议室-1; 4.召集人:公司董事会; 5.召开方式:本次股东大会采取现场投票与网络投票相结合的方式; 6.会议主持人:董事长杨延安先生; 没有股东委托独立董事进行投票。 二、提案审议和表决情况 1.审议通过《2 ...
西部材料(002149) - 国浩律师(西安)事务所关于西部金属材料股份有限公司2024年年度股东大会的法律意见书
2025-05-22 11:30
西安市高新区锦业路绿地中心 B 座 46 层 邮编:710065 联系电话:029-8819 9711 46th Floor, B Tower, Greenland Center, Jinye Road, High-tech District, Xi'an, Shaanxi, China 国浩律师(西安)事务所 关于西部金属材料股份有限公司 2024 年年度股东大会的 法律意见书 致:西部金属材料股份有限公司 根据《中华人民共和国证券法》(以下简称"证券法")、《中华人民共和国公 司法》(以下简称"《公司法》")等法律、行政法规和规范性文件的规定,国浩律 师(西安)事务所(以下简称"本所"或"国浩")接受西部金属材料股份有限 公司(以下简称"公司")的委托,指派律师出席公司 2024 年年度股东大会(以 下简称"本次股东大会")并对本次股东大会的相关事项进行见证,依法出具本 法律意见书。 国浩及经办律师依据《证券法》、《律师事务所从事证券法律业务管理办法》 和《律师事务所证券法律业务执业规则(试行)》等规定及本法律意见书出具日 以前已经发生或存在的事实,严格履行了法定职责,遵循了勤勉尽责和诚实信用 原则,进行 ...
【最全】2025年航空发动机行业上市公司全方位对比(附业务布局汇总、业绩对比、业务规划等)
Qian Zhan Wang· 2025-05-17 03:10
Summary of Key Points Core Viewpoint - The aviation engine industry in China is primarily dominated by a few key players, with a significant focus on innovation, research and development, and market expansion to enhance their competitive edge in both military and civilian sectors [1][18]. Group 1: Industry Overview - The aviation engine manufacturing segment includes four main types: turbojet, turbofan, turboshaft, and turboprop engines, largely monopolized by the China Aviation Engine Group [1]. - Key companies in the industry include Aviation Power (航发动力), Aviation Technology (航发科技), and Aviation Control (航发控制), among others [1][3]. Group 2: Company Performance - Aviation Power reported a revenue of 449.94 billion yuan in 2024, leading the industry in terms of revenue [16]. - The average gross margin for listed companies in the aviation engine sector is around 25%, with individual margins ranging from 10% to 35% [16]. - Aviation Control achieved a gross margin of 28.11% in 2024, reflecting its strong technological innovation capabilities [16]. Group 3: Business Layout and Market Position - Aviation Power and Aviation Technology have over 50% of their business focused on aviation engines, indicating a strong commitment to this sector [13]. - The regional distribution of companies shows that titanium alloy leaders are mainly located in Shaanxi, while other material representatives are concentrated in the East China region [5]. Group 4: Future Business Plans - Companies are focusing on innovation and R&D investments to expand their aviation engine business, with plans to enhance their capabilities in high-temperature alloy components and precision casting [19]. - Aviation Technology aims to participate in the development of the C919 aircraft's engines and expand its international subcontracting business [19]. Group 5: Key Financial Metrics - The largest revenue-generating company in the aluminum and high-strength steel sector is China Aluminum, with a revenue of 2370.66 billion yuan [4]. - The revenue of Aviation Power in the aviation engine sector is projected to exceed 400 billion yuan in 2024, highlighting its market leadership [4]. Group 6: Patent and Employee Information - China Aluminum and Aviation Power hold over 1000 patents, indicating a strong focus on innovation [8]. - Southern Airlines has the largest employee count among listed companies, exceeding 100,000 [8].
政策东风起,聚焦深海装备、深海信息技术、深海探测等
ZHESHANG SECURITIES· 2025-05-15 02:45
Investment Rating - The industry investment rating is "Positive" [2] Core Viewpoints - The report emphasizes the importance of developing deep-sea technology as a new engine for economic growth, with the deep-sea technology-related industries expected to exceed 3.25 trillion yuan by 2025, accounting for over 25% of the marine economy [5][14] - The report highlights the strategic shift of China from a "maritime power" to a "maritime strong power," with deep-sea technology becoming a key focus of national strategy [12][14] - The report identifies four major directions for deep-sea technology: marine resource development, marine technology, marine environmental protection, and marine rights protection [19][57] Summary by Sections What is Deep-Sea Technology? - Deep-sea technology refers to advanced technologies and related disciplines used for exploring, developing, and utilizing deep-sea resources and studying the deep-sea environment [4] Why Develop Deep-Sea Technology? - It is crucial for economic structural transformation and national security, with deep-sea technology expected to play a significant role in safeguarding national interests and resource rights [5] Directions of Deep-Sea Technology - Key areas include marine resource development (renewable energy, deep-sea mining, fisheries, oil and gas), marine technology (carriers, sensors, special materials), environmental protection (green ships, island engineering), and rights protection (polar engineering, integrated information networks) [6][19] Investment Recommendations - Focus on sectors with production material or new infrastructure attributes, specifically deep-sea equipment, deep-sea information technology, deep-sea exploration, and deep-sea special materials [7][59] - Recommended companies include: - Deep-sea equipment: Yaxing Anchor Chain, Zhenhua Heavy Industries, China Shipbuilding, China Power, China Shipbuilding Defense [7][59] - Deep-sea information technology: Zhongtian Technology, Oriental Cable [9][59] - Deep-sea exploration: China Marine Defense, Weiguang Co., Ltd. [9][59] - Deep-sea materials: BaoTi Co., Ltd., Western Materials, Western Superconducting [9][59]
西部材料(002149) - 西部金属材料股份有限公司关于高级管理人员辞职的公告
2025-05-13 10:31
证券代码:002149 证券简称:西部材料 公告编号:2025-020 西部金属材料股份有限公司 关于公司高级管理人员辞职的公告 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。 西部金属材料股份有限公司(以下简称"公司")董事会于近日收到公司 副总经理葛鹏先生提交的书面辞职报告,葛鹏先生因个人原因,申请辞去西部 金属材料股份有限公司副总经理职务。辞职生效后,葛鹏先生将不在西部金属 材料股份有限公司及控股子公司担任任何职务。 根据《中华人民共和国公司法》及《公司章程》等有关规定,葛鹏先生的 辞职报告自送达董事会之日起生效。葛鹏先生原任期于2026年4月20日届满。 截至本公告披露日,葛鹏先生未直接或间接持有公司股份,且不存在应履行 而未履行的承诺。葛鹏先生辞职后,在原定任期内及任期届满后六个月内仍将继 续遵守《上市公司股东减持股份管理暂行办法》《上市公司董事和高级管理人员 所持本公司股份及其变动管理规则》《深圳证券交易所上市公司自律监管指引第 18号——股东及董事、高级管理人员减持股份》等相关法律法规对任期届满前离 任高级管理人员股份转让的规定。葛鹏先生在任职期 ...