JINGU(002488)
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调研速递|金固股份接待东吴证券等2家机构调研 阿凡达材料强度达2000MPa 布局新能源车与具身智能机器人领域
Xin Lang Cai Jing· 2025-10-28 14:40
Core Viewpoint - The company, Kingood Co., Ltd. (002488.SZ), showcased its proprietary Avata niobium micro-alloy material during an investor meeting, highlighting its performance advantages and industrialization progress in emerging fields such as electric vehicles and embodied intelligent robots [1][3]. Group 1: Core Technology Advantages - The Avata niobium micro-alloy material exhibits significant advantages, including high strength, good toughness, low cost, and reduced carbon emissions. After processing, the material can achieve a maximum strength of 2000 MPa, which is approximately twice that of titanium alloys and five times that of aluminum alloys. Its density is only 1.7 times that of titanium and 2.9 times that of aluminum, making it suitable for replacing traditional metals like aluminum, titanium, and ordinary steel [3]. - The material has already achieved large-scale production in the automotive wheel sector, gaining orders from several new energy vehicle manufacturers due to its superior balance, deformation resistance, durability, and cost-effectiveness, which are driving the company's performance growth [3]. Group 2: Market Applications and Emerging Field Layout - In the electric vehicle sector, the company is responding to the increasing demand for lightweight and low-energy consumption products. The Avata low-carbon wheel products have opened up market opportunities, and the company is accelerating capacity construction to meet order demands, aiming to maintain its first-mover and scale advantages [4]. - The company is expanding its application boundaries by leveraging the cross-industry adaptability of its materials. It is focusing on the core needs of emerging industries, such as embodied intelligent robots, for lightweight, high-performance, and low-cost materials, promoting the application of Avata niobium micro-alloy materials in these fields [4]. Group 3: Capacity and Market Expansion Planning - In response to inquiries about new material industry planning, the company has established "Hangzhou Kingood Embodied Intelligent Technology Co., Ltd." and formed a dedicated team to advance the industrialization of Avata niobium micro-alloy materials in the field of embodied intelligent robots [5]. - Regarding overseas expansion plans, the company stated it would adjust its capacity layout based on market demand and existing orders, aiming to enhance its domestic market share while actively exploring international markets to meet the growing order demands [5].
金固股份(002488) - 002488金固股份调研活动信息20251028
2025-10-28 13:40
Group 1: Company Overview - Zhejiang Jingu Co., Ltd. is a high-tech enterprise focused on the research, production, and sales of automotive wheels, recognized as a "specialized, refined, distinctive, and innovative" enterprise in Zhejiang Province [2]. - The company emphasizes technological innovation and product development, with a comprehensive research and development system [2]. - The revolutionary new material, Avatar niobium microalloy, offers high strength (up to 2000 MPa), good toughness, low cost, and reduced carbon emissions, making it suitable for replacing aluminum alloys, titanium alloys, and various steel materials [2][3]. Group 2: Product Highlights - The Avatar low-carbon wheel is a lightweight product characterized by innovative design, high precision, strength, better balance, enhanced deformation resistance, durability, and cost-effectiveness [3]. - The Avatar low-carbon wheel has entered both passenger and commercial vehicle markets, securing contracts with several new energy vehicle manufacturers [3]. - The company is accelerating capacity construction to meet the growing customer demand, leveraging its first-mover and scale advantages [3]. Group 3: Strategic Initiatives - The company is focusing on emerging industries' demands for lightweight, high-performance, and low-cost materials, actively exploring market potential [3]. - Plans are in place to establish "Hangzhou Jingu Embodied Intelligent Technology Co., Ltd." to advance applications of Avatar niobium microalloy in emerging fields like embodied intelligent robotics [4]. - The company aims to expand its product matrix for new materials through self-research, joint development, and equity cooperation [4]. Group 4: Market Expansion - The company plans to enhance its production capacity based on market demand and existing orders, ensuring it meets the increasing order requirements [5]. - While steadily increasing its domestic market share, the company is also looking to expand into overseas markets by establishing production bases abroad to provide competitive products and services to international clients [5].
核心业务表现强劲,大幅加码研发投入,金固股份前三季度净利润同比增长29.77%
Zheng Quan Shi Bao Wang· 2025-10-26 10:08
Core Viewpoint - Jingu Co., Ltd. reported a revenue of 3.086 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 6.91%, with a net profit attributable to shareholders of 42 million yuan, up 29.77% year-on-year, driven by strong performance in core business segments [1] Financial Performance - Revenue for the first three quarters of 2025 reached 3.086 billion yuan, a 6.91% increase year-on-year [1] - Net profit attributable to shareholders was 42 million yuan, reflecting a year-on-year growth of 29.77% [1] - Deducting contingent financial expenses, the net profit for the first three quarters would be approximately 113.11 million yuan, representing a year-on-year increase of about 249.41% [1] R&D Investment - The company significantly increased its R&D investment, with expenses rising by 136.79% year-on-year [1] - Jingu Co., Ltd. is focusing on the development of new products, particularly the revolutionary material "Avatar Niobium Microalloy" [1] Product Development and Market Strategy - The Avatar Niobium Microalloy material offers unique advantages, achieving a maximum strength of 2000 MPa, which is twice that of titanium alloys and five times that of aluminum alloys [1] - The company is transforming some traditional wheel production lines into dedicated production lines for Avatar low-carbon wheels to alleviate capacity constraints [2] - Jingu Co., Ltd. is exploring applications of Avatar material in emerging fields such as robotics and electric transportation, aiming to build a diversified product matrix around new materials [2]
三季报汇总|这家公司第三季度净利同比增长7160.87%





Di Yi Cai Jing· 2025-10-24 13:39
Growth - Ecovacs reported a net profit of 438 million yuan in Q3, a year-on-year increase of 7160.87% [1] - Shuo Bei De achieved a net profit of 17.18 million yuan in Q3, up 3052.98% year-on-year [1] - Guoxuan High-Tech's net profit reached 2.167 billion yuan in Q3, marking a 1434.42% increase year-on-year [1] - Tian'ao Electronics reported a net profit of 6.91 million yuan in Q3, up 1329.08% year-on-year [1] - Jincai Hulin's net profit for Q3 was 24.71 million yuan, an increase of 1368.35% year-on-year [1] - Sichuan Changhong reported a net profit of 507 million yuan in Q3, a year-on-year increase of 690.83% [1] - Dongfang Caifu achieved a net profit of 3.53 billion yuan in Q3, up 77.74% year-on-year [1] - Wanhua Chemical's net profit for Q3 was 3.035 billion yuan, a 3.96% increase year-on-year [1] - Zhendong Pharmaceutical reported a net profit of 12.43 million yuan in Q3, up 31.34% year-on-year [1] - Salt Lake Co. achieved a net profit of 1.988 billion yuan in Q3, marking a 113.97% increase year-on-year [1] - Jinchun Co. reported a net profit of 58.43 million yuan in Q3, up 436.14% year-on-year [1] - Chifeng Gold's net profit reached 951 million yuan in Q3, a year-on-year increase of 140.98% [1] - Dahua Technology reported a net profit of 1.06 billion yuan in Q3, up 44.12% year-on-year [1] - GoerTek achieved a net profit of 1.171 billion yuan in Q3, a 4.51% increase year-on-year [1] - Chipone Microelectronics reported a net profit of 87.34 million yuan in Q3, up 162.18% year-on-year [1] - CITIC Securities achieved a net profit of 9.44 billion yuan in Q3, marking a 51.54% increase year-on-year [1] - Luoyang Molybdenum's net profit reached 5.608 billion yuan in Q3, up 96.4% year-on-year [1] - Changan Automobile reported a net profit of 764 million yuan in Q3, a 2.13% increase year-on-year [1] - Kingood Co. achieved a net profit of 11.74 million yuan in Q3, up 1.65% year-on-year [1] - Shengxin Lithium Energy reported a net profit of 88.72 million yuan in Q3, recovering from a loss of 275 million yuan in the same period last year [1] Decline and Loss - Huace Film and TV reported a net profit of 57.61 million yuan in Q3, a year-on-year decline of 39.38% [1] - Jing Sheng Machinery reported a net profit of 262 million yuan in Q3, down 69.65% year-on-year [1] - Yuanzhu Co. achieved a net profit of 130 million yuan in Q3, a decline of 41.09% year-on-year [1] - Yongji Co. reported a net profit of 42.17 million yuan in Q3, down 15.53% year-on-year [1] - Tongwei Co. reported a net loss of 315 million yuan in Q3 [1]
金固股份:前三季度净利润同比增长29.77%
Zheng Quan Shi Bao Wang· 2025-10-24 13:00
Core Viewpoint - Jingu Co., Ltd. (002488) reported its Q3 2025 financial results, showing modest growth in revenue and net profit, driven by increased production capacity and sales in its low-carbon wheel business [1] Financial Performance - Q3 2025 revenue reached 963 million yuan, a year-on-year increase of 0.61% [1] - Q3 2025 net profit was 11.7357 million yuan, reflecting a year-on-year growth of 1.65% [1] - For the first three quarters of 2025, total revenue amounted to 3.086 billion yuan, up 6.91% year-on-year [1] - Net profit for the first three quarters was 42.0073 million yuan, marking a significant year-on-year increase of 29.77% [1] Business Development - The growth in production capacity is attributed to the completion of new production bases and the gradual launch of upgraded production lines [1] - The sales volume of the Avatar low-carbon wheel business has been consistently increasing during the reporting period [1]
金固股份:10月24日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-10-24 12:45
Group 1 - The core point of the article is that Jingu Co., Ltd. held its 13th meeting of the 6th board of directors on October 24, 2025, to discuss amendments to the company's articles of association [1] - For the first half of 2025, Jingu Co., Ltd.'s revenue composition was as follows: automotive parts manufacturing accounted for 65.51%, steel trading accounted for 27.18%, and other businesses accounted for 7.31% [1] - As of the report date, Jingu Co., Ltd. has a market capitalization of 10 billion yuan [1] Group 2 - The article mentions that Chinese innovative drugs have generated $80 billion in overseas licensing this year, highlighting the hot secondary market in biomedicine [1] - A dialogue with Lu Gang, a partner at Chuangdong Investment, indicates that while the secondary market is thriving, the primary market is facing challenges in fundraising [1]
金固股份(002488) - 董事会审计委员会议事规则
2025-10-24 11:48
浙江金固股份有限公司 董事会审计委员会议事规则 第一章 总 则 第一条 为强化董事会决策功能,做到事前审计、专业审计,确保董事会对 经理层的有效监督,完善公司治理结构,根据《中华人民共和国公司法》《中华 人民共和国证券法》《深圳证券交易所股票上市规则》《上市公司治理准则》《深 圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》以及 《浙江金固股份有限公司章程》(以下简称"《公司章程》")及相关法律法规, 公司特设立董事会审计委员会,并制定本议事规则。 第二条 公司董事会设置审计委员会,行使《公司法》规定的监事会的职权。 审计委员会负责审核公司财务信息及其披露、监督及评估内外部审计工作和内部 控制。 第二章 人员组成 第三条 审计委员会成员由 3 名董事组成,其中独立董事至少 2 名,至少 有一名独立董事为专业会计人士。审计委员会成员应当为不在公司担任高级管理 人员的董事。 第四条 审计委员会成员由董事长、过半数独立董事或者三分之一以上全体 董事的提名,并由董事会选举产生。 第五条 审计委员会设召集人一名,召集人由独立董事中的会计专业人士担 任,负责主持委员会工作,召集人由董事长提名,董事会选 ...
金固股份(002488) - 投资决策管理制度
2025-10-24 11:48
浙江金固股份有限公司 第一条 为规范浙江金固股份有限公司(以下简称"公司")的投资决策程 序,建立系统完善的投资决策机制,确保决策的科学、规范、透明,有效防范各 种风险,保障公司和股东的利益,根据有关法律、法规、《深圳证券交易所股票 上市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司 规范运作》《深圳证券交易所上市公司自律监管指引第 7 号——交易与关联交 易》及《浙江金固股份有限公司章程》(下称"《公司章程》")的规定,特制 定本制度。 第二条 本制度所称对外投资是指公司在境内外进行的以盈利或保值增值为 目的的投资行为。投资决策管理的原则:决策科学民主化、行为规范程序化、投 入产业效益化。公司对外投资原则上由公司总部集中进行,控股子公司确有必要 进行对外投资的,需事先经公司批准后方可进行。控股子公司及参股公司的投资 活动参照本制度实施指导、监督及管理。 第三条 依据本管理制度进行的投资(交易)事项包括: (一)购买资产; (二)出售资产; (三)对外投资(含委托理财、对子公司投资等); (四)提供财务资助(含委托贷款等); (五)提供担保(含对控股子公司担保等); (六)租入或者租出资 ...
金固股份(002488) - 市值管理制度
2025-10-24 11:48
浙江金固股份有限公司 市值管理制度 第一章 总 则 第一条 为加强浙江金固股份有限公司(以下简称"公司")市值管理工作, 进一步规范公司的市值管理行为,切实推动公司投资价值提升,增强投资者回报, 维护公司、投资者及其他利益相关者的合法权益,根据《中华人民共和国公司法》 《中华人民共和国证券法》《上市公司信息披露管理办法》《上市公司监管指引 第 10 号——市值管理》等法律法规、规范性文件和《公司章程》的规定,结合 公司实际情况,制定本制度。 第二条 本制度所指市值管理,是指公司以提高公司质量为基础,为提升公 司投资价值和股东回报能力而实施的战略管理行为。 第三条 公司应当牢固树立回报股东意识,采取措施保护投资者尤其是中小 投资者利益;公司应当规范运作、稳健经营,推动经营水平和发展质量提升。不 断加强投资者关系管理,增强信息披露质量和透明度,推动公司投资价值合理反 映公司质量。 第二章 市值管理的基本原则 第四条 市值管理主要目的是通过合规的信息披露,增强公司透明度,引导 公司的市值与内在价值趋同;同时,利用资本运作、权益管理、信息披露、投资 者关系管理等手段,使公司价值得以充分体现,获得长期的资本市场支持,从 ...
金固股份(002488) - 内幕信息知情人登记管理制度
2025-10-24 11:48
浙江金固股份有限公司 第六条 本制度所指内幕信息的范围包括但不限于: (一)公司的经营方针和经营范围的重大变化; 内幕信息知情人登记管理制度 第一章 总 则 第一条 为了进一步规范浙江金固股份有限公司(以下简称"公司"或"本 公司")内幕信息管理行为,加强公司内幕信息保密工作,维护信息披露公平原 则,根据《中华人民共和国证券法》(以下简称"《证券法》")、《上市公司 信息披露管理办法》《上市公司监管指引第 5 号-上市公司内幕信息知情人登记 管理制度》(中国证监会公告〔2022〕17 号)、《深圳证券交易所股票上市规 则》、《深圳证券交易所上市公司自律监管指引第 5 号——信息披露事务管理》 等相关法律法规以及《浙江金固股份有限公司章程》(以下简称"《公司章程》")、 《浙江金固股份有限公司信息披露管理制度》的规定,并结合本公司实际情况, 制定本制度。 第二条 公司董事会是内幕信息的管理机构,董事长是内幕信息保密工作的 负责人,董事会秘书负责组织实施内幕信息的保密工作和内幕信息知情人登记入 档事宜。董事会应当保证内幕信息知情人档案真实、准确和完整。 第三条 公司证券部是信息披露管理、投资者关系管理、内幕信息登 ...