HAILIANG(002203)

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海亮股份:关于提前赎回“海亮转债”的第六次提示性公告
Zheng Quan Ri Bao Zhi Sheng· 2025-09-02 13:17
Core Viewpoint - Hailiang Co., Ltd. announced that the "Hailiang Convertible Bonds" will be forcibly redeemed if not converted by the close of trading on September 26, 2025, leading to their delisting from the Shenzhen Stock Exchange [1] Group 1 - The company has set a deadline for bondholders to convert their "Hailiang Convertible Bonds" before the forced redemption occurs [1] - Bondholders are advised to resolve any pledges or freezes on their "Hailiang Convertible Bonds" before the conversion deadline to avoid being redeemed without conversion [1]
海亮股份(002203):业绩同比显著改善,看好后续美国市场发展潜力
Soochow Securities· 2025-09-02 11:04
Investment Rating - The report maintains a "Buy" rating for the company [1] Core Views - The company's performance in H1 2025 showed significant improvement, with revenue reaching 44.5 billion yuan, a year-on-year increase of 1.1%, and a net profit of 710 million yuan, up 15% year-on-year [7] - The company is actively expanding its overseas operations, particularly in the U.S. market, where it achieved a revenue of 2.47 billion yuan, a year-on-year increase of 50.8% [7] - The company is expected to benefit from the rapid expansion of production capacity in the U.S., with a projected increase in capacity from 30,000 tons to 90,000 tons by the end of 2025 [7] - New product lines, including copper foil, are expected to reach breakeven by 2026, with significant sales growth in H1 2025 [7] - The company's net profit forecasts for 2025-2027 are 1.66 billion, 3.15 billion, and 3.94 billion yuan, respectively, with corresponding P/E ratios of 15.6, 8.2, and 6.6 [7] Financial Summary - Total revenue forecast for 2025 is 103.39 billion yuan, with a year-on-year growth of 18.1% [1] - The company's net profit for 2025 is projected to be 1.66 billion yuan, representing a year-on-year increase of 135.92% [1] - The latest diluted EPS for 2025 is estimated at 0.78 yuan per share [1] - The company's P/E ratio at the current price is 15.59 [1]
海亮股份(002203) - 关于控股股东及一致行动人持股比例被动稀释触及1%整数倍的公告
2025-09-02 09:01
浙江海亮股份有限公司 关于控股股东及一致行动人持股比例被动稀释触及 1%整数倍的 公告 | 证券代码:002203 | 证券简称:海亮股份 | 公告编号:2025-077 | | --- | --- | --- | | 债券代码:128081 | 债券简称:海亮转债 | | | 是否为第一大股东或实际控制人 | 是√ 否□ | | | | | --- | --- | --- | --- | --- | | 2.本次权益变动情况 | | | | | | 股份种类(A 股、B 股 | 增持/减持/其他变动股数(万股) | | 增持/减持/其他变动比例 | | | 等) | | | (%) | | | A 股 | 海亮集团持股数量未发生变化,持股 | | 0.8114(被动稀释) | | | 数为 | 611,821,334 股。 | | | | | A 股 | 冯海良持股数量未发生变化,持股数 | | 0.0794(被动稀释) | | | 为 | 59,840,466 股。 | | | | | A 股 | 冯橹铭持股数量未发生变化,持股数 | | | | | 为 | 18,883,900 股。 | | 0.025 ...
研报掘金丨华龙证券:海亮股份上半年业绩改善显著,维持“买入”评级
Ge Long Hui A P P· 2025-09-02 08:22
Core Viewpoint - Hailiang Co., Ltd. reported a significant improvement in its performance for the first half of the year, with a net profit attributable to shareholders of 711 million yuan, representing a year-on-year increase of 15.03% [1] Financial Performance - The company achieved a sales volume of 526,200 tons for copper processing products, marking a year-on-year growth of 3.79% [1] - Copper foil sales reached 24,400 tons, with a remarkable year-on-year increase of 72.33% [1] - Copper busbar sales amounted to 23,500 tons, reflecting a year-on-year growth of 33.44% [1] - The overall revenue from the copper processing segment was 34.07 billion yuan, up 13.59% year-on-year [1] Capacity and Investment - Currently, the company has 30,000 tons of production capacity in operation [1] - An additional 60,000 tons of capacity is under construction, with an investment amount of 1.15 billion yuan; 1.09 billion yuan has already been invested [1] - The new capacity is expected to be operational soon, with North American production anticipated to ramp up gradually from the second half of 2025 to 2026 [1] Market Position and Valuation - The company is recognized as the largest copper tube and rod processing enterprise globally, benefiting from economies of scale and strong operational quality [1] - The copper tube business is expected to benefit directly from changes in North American tariff policies [1] - The current valuation of the company is considered undervalued, and a "buy" rating is maintained based on the ongoing progress in production and the copper foil segment [1]
海亮股份(002203) - 关于提前赎回海亮转债的第六次提示性公告
2025-09-02 08:01
| 证券代码:002203 | 证券简称:海亮股份 | 公告编号:2025-076 | | --- | --- | --- | | 债券代码:128081 | 债券简称:海亮转债 | | 浙江海亮股份有限公司 关于提前赎回"海亮转债"的第六次提示性公告 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: 1. "海亮转债" 赎回价格:101.710 元/张(含当期应计利息,当期年利 率为 2.00%,且当期利息含税),扣税后的赎回价格以中国证券登记结算有限责 任公司深圳分公司(以下简称"中登公司")核准的价格为准。 2. 赎回条件满足日:2025 年 8 月 25 日 3. "海亮转债"停止交易日:2025 年 9 月 24 日 4. "海亮转债"赎回登记日:2025 年 9 月 26 日 5. "海亮转债"停止转股日:2025 年 9 月 29 日 6. "海亮转债"赎回日:2025 年 9 月 29 日 7. 发行人(公司)资金到账日:2025 年 10 月 10 日 (二)可转债上市情况 8. 投资者赎回款到账日:2025 年 10 月 14 日 ...
海亮科服集团与贵州贵定达成合作,共促教育振兴
Sou Hu Cai Jing· 2025-09-02 07:06
Core Viewpoint - The signing of a strategic cooperation agreement between the Guizhou Qianan Prefecture Guiding County People's Government and Hailiang Education Technology Service Group aims to enhance the quality of education in Guiding County, establishing a model for rural education revitalization [1][3][6]. Group 1: Cooperation Details - The cooperation will focus on two schools: Guiding County Shuren Middle School and Guiding County No. 2 Middle School, implementing a three-year deep educational collaboration [3]. - The reform will encompass five dimensions: school management, innovative talent cultivation, teaching and research, teacher development, and student development [3]. - Hailiang Group will leverage its educational resources and management experience to improve the quality of education in Guiding County [5][7]. Group 2: Local Government Support - The local government emphasizes the importance of integrating high-quality teaching resources and advanced educational concepts to meet the rising educational demands of the area [6]. - The county government has committed to providing comprehensive support to ensure the project is implemented effectively and yields early results [6]. - The cooperation is part of a broader strategic framework involving Hailiang Group and Qianan Prefecture, promoting a collaborative model across the region [6][7]. Group 3: Educational Context - Guiding County covers an area of 1,631 square kilometers and has a GDP of 13.964 billion yuan in 2024, with a growth rate of 4.2% [9]. - The county has significant transportation advantages, being only 10 kilometers from Guiyang and having multiple highways and railway stations [6][9]. - Guiding County Shuren Middle School has received several educational quality awards, indicating its commitment to excellence in education [9].
浙江海亮股份有限公司 关于提前赎回“海亮转债”的第五次提示性公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-09-02 01:08
登录新浪财经APP 搜索【信披】查看更多考评等级 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: 1."海亮转债"赎回价格:101.710元/张(含当期应计利息,当期年利率为2.00%,且当期利息含税),扣 税后的赎回价格以中国证券登记结算有限责任公司深圳分公司(以下简称"中登公司")核准的价格为 准。 2.赎回条件满足日:2025年8月25日 3."海亮转债"停止交易日:2025年9月24日 6."海亮转债"赎回日:2025年9月29日 7.发行人(公司)资金到账日:2025年10月10日 8.投资者赎回款到账日:2025年10月14日 9.赎回类别:全部赎回 10.最后一个交易日可转债简称:Z亮转债 11.根据安排,截至2025年9月26日收市后仍未转股的"海亮转债"将被强制赎回。本次赎回完成后,"海 亮转债"将在深圳证券交易所摘牌,特提醒"海亮转债"债券持有人注意在限期内转股。债券持有人持有 的"海亮转债"如存在被质押或被冻结的,建议在停止转股日前解除质押或冻结,以免出现因无法转股而 被赎回的情形。 12.风险提示:本次"海亮转债"赎回价格可 ...
海亮股份: 关于提前赎回海亮转债的第五次提示性公告
Zheng Quan Zhi Xing· 2025-09-01 16:18
Core Viewpoint - Zhejiang Hailiang Co., Ltd. has announced the early redemption of its convertible bonds, "Hailiang Convertible Bonds," due to the stock price meeting the necessary conditions for redemption [2][6]. Group 1: Convertible Bond Overview - The total issuance of the convertible bonds is 3.15 billion yuan, with a term of six years [2]. - The initial conversion price was set at 9.83 yuan per share, which has been adjusted multiple times, currently standing at 9.20 yuan per share as of July 4, 2025 [2][5]. Group 2: Redemption Conditions - The redemption was triggered as the stock price was above 130% of the conversion price for 15 consecutive trading days [6]. - The redemption price is set at 101.710 yuan per bond, which includes accrued interest [7]. Group 3: Redemption Process - The redemption will be executed on September 29, 2025, with the last trading day for the bonds being September 26, 2025 [8]. - Holders of the bonds must process their conversion through the securities company that holds their bonds [9].
海亮股份:关于提前赎回“海亮转债”的第五次提示性公告
Zheng Quan Ri Bao· 2025-09-01 13:17
证券日报网讯 9月1日晚间,海亮股份发布公告称,根据安排,截至2025年9月26日收市后仍未转股 的"海亮转债"将被强制赎回。本次赎回完成后,"海亮转债"将在深圳证券交易所摘牌,特提醒"海亮转 债"债券持有人注意在限期内转股。债券持有人持有的"海亮转债"如存在被质押或被冻结的,建议在停 止转股日前解除质押或冻结,以免出现因无法转股而被赎回的情形。投资者如未及时转股,可能面临损 失,敬请投资者注意投资风险。 (文章来源:证券日报) ...
海亮股份(002203.SZ):2025年中报净利润为7.11亿元、较去年同期上涨15.03%
Xin Lang Cai Jing· 2025-09-01 10:34
Core Insights - Company reported a total operating revenue of 44.534 billion yuan, ranking 9th among disclosed peers, with a year-on-year increase of 1.14% [1] - Net profit attributable to shareholders reached 711 million yuan, ranking 16th among peers, reflecting a year-on-year increase of 15.03% [1] - Operating cash flow showed a net outflow of 1.173 billion yuan, an improvement of 3.036 billion yuan compared to the same period last year [1] Financial Metrics - Latest gross margin stands at 3.73%, up 0.03 percentage points from the previous quarter, marking three consecutive quarters of increase [2] - Return on equity (ROE) is 4.99%, ranking 28th among peers, with a year-on-year increase of 0.65 percentage points [2] - Diluted earnings per share (EPS) is 0.36 yuan, ranking 19th among peers, with a year-on-year increase of 16.13% [2] - Total asset turnover ratio is 0.97 times, ranking 12th among peers [2] - Inventory turnover ratio is 4.59 times, ranking 17th among peers [2] Shareholder Structure - The number of shareholders is 16,700, with the top ten shareholders holding 1.138 billion shares, accounting for 56.84% of total equity [2] - Major shareholders include Hai Liang Group Co., Ltd. with 30.5%, Z&P Enterprises LLC with 10.6%, and Zhejiang Jiaxing Charity Foundation with 3.05% [2] Debt Metrics - The latest debt-to-asset ratio is 64.59% [3]