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露笑科技(002617):跨界布局高成长的铜连接赛道,搭上AI发展快车
Minsheng Securities· 2025-03-12 11:11
Investment Rating - The report initiates coverage with a "Buy" rating for the company [6]. Core Views - The company is strategically expanding into high-growth sectors such as copper connections and AI, while maintaining steady growth in its traditional businesses [4][3]. - The demand for AI is driving significant capital expenditures (CAPEX) from major players, which is expected to boost the market for active electrical cables (AEC) significantly [2][24]. - The company has made a strategic investment in Wande Technology, enhancing its position in the copper connection market, which is poised for rapid growth due to AI developments [3][40]. Summary by Sections 1. Traditional Focus and Business Expansion - The company, founded in 1989, has a strong foundation in the enameled wire business and has actively pursued mergers and acquisitions to expand into high-growth areas such as new energy vehicle components, photovoltaic power, and silicon carbide substrates [1][11]. - The company has diversified its operations into four main areas: enameled wire, photovoltaic power, silicon carbide, and aerial work platforms [14][15]. 2. Investment in Wande Technology - The company invested 60 million yuan in Wande Technology, acquiring a 16.67% stake, which positions it well in the innovative copper connection sector [3][40]. - Wande Technology is recognized for its advanced technology in high-speed copper cables and is expected to benefit from the growing demand for AEC products [41][42]. 3. Financial Forecast and Investment Recommendations - The company is projected to achieve revenues of 3.685 billion yuan in 2024, 4.850 billion yuan in 2025, and 5.628 billion yuan in 2026, with corresponding net profits of 335 million yuan, 516 million yuan, and 586 million yuan [4][49]. - The report anticipates a compound annual growth rate (CAGR) of 32.9% for 2024 and 31.6% for 2025, driven by growth in both traditional and new business segments [4][49].
露笑科技:公司动态报告:跨界布局高成长的铜连接赛道,搭上AI发展快车-20250312
Minsheng Securities· 2025-03-12 10:49
Investment Rating - The report initiates coverage with a "Buy" rating for the company [6]. Core Views - The company is strategically expanding into high-growth sectors such as copper connections and AI, while maintaining steady development in its traditional businesses [4][3]. - The demand for AI is driving significant capital expenditures (CAPEX) from major players, which is expected to boost the market for active electrical cables (AEC) [2][24]. - The company has invested in Wande Technology, a leader in the copper connection field, to enhance its capabilities in high-speed interconnect solutions [3][40]. Summary by Sections 1. Traditional Focus and Expansion - The company, founded in 1989, has a strong foundation in the enameled wire business and has actively pursued mergers and acquisitions to expand into new high-growth areas such as new energy vehicle components and photovoltaic power generation [1][11]. - The company has diversified into four main areas: enameled wire, photovoltaic power, silicon carbide, and aerial work platforms [14][15]. 2. Investment in Wande Technology - The company invested 60 million yuan to acquire a 16.67% stake in Wande Technology, which specializes in high-speed copper cables and has a strong technological foundation [3][40]. - Wande Technology's products include various types of copper cables with transmission rates from 25G to 800G, positioning the company well in the growing AI market [41][42]. 3. Financial Forecast and Investment Recommendations - The company is projected to achieve revenues of 3.685 billion yuan in 2024, 4.850 billion yuan in 2025, and 5.628 billion yuan in 2026, with corresponding net profits of 335 million yuan, 516 million yuan, and 586 million yuan [4][49]. - The report anticipates a compound annual growth rate (CAGR) of 32.9% for 2024 and 31.6% for 2025, driven by growth in both traditional and new business segments [4][49].
露笑科技(002617) - 关于股份回购进展情况的公告
2025-03-03 09:00
关于股份回购进展情况的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假记载、 误导性陈述或重大遗漏。 露笑科技股份有限公司(以下简称"公司")于 2023 年 3 月 28 日召开了第五 届董事会第二十七次会议,审议通过了《关于<回购公司股份方案>的议案》,公 司拟使用不低于人民币 20,000 万元(含)且不超过人民币 30,000 万元(含)的 自有资金以集中竞价交易方式回购公司股份,用于后期实施的员工持股计划或股 权激励,回购股份价格不超过人民币 12.00 元/股,回购股份的期限为自公司股 东大会审议通过回购股份方案之日起 12 个月内。具体内容详见公司于 2023 年 4 月 14 日刊登在巨潮资讯网上的《回购报告书》(公告编号:2023-042)。 公司于 2024 年 4 月 11 日召开了第六届董事会第二次会议,审议通过了《关 于调整回购股份资金总额及实施期限延期的议案》,将回购股份的资金总额由不 低于人民币 20,000 万元(含)且不超过人民币 30,000 万元(含)调整为不低于 人民币 25,000 万元(含)且不超过人民币 40,000 万元(含),并将股份回 ...
露笑科技(002617) - 简式权益变动报告书
2025-02-14 12:17
简式权益变动报告书 上市公司名称:露笑科技股份有限公司 股票上市地点:深圳证券交易所 露笑科技股份有限公司 股票简称:露笑科技 股票代码:002617 信息披露义务人:中央汇金投资有限责任公司 住所/通讯地址:北京市东城区朝阳门北大街1号新保利大厦 权益变动性质:股份增加、持股比例上升(无偿划转) 二〇二五年二月十四日 1 声 明 一、信息披露义务人依据《中华人民共和国公司法》(以下简称"《公司法》") 《中华人民共和国证券法》(以下简称"《证券法》")《上市公司收购管理办 法》(以下简称"《收购管理办法》")《公开发行证券的公司信息披露内容与 格式准则第 15 号-权益变动报告书》(以下简称"《准则 15 号》")及其他相 关的法律、法规及部门规章的有关规定编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准,其履行亦不违 反信息披露义务人内部规则中的任何条款,或与之冲突。 三、依据《证券法》《收购管理办法》《准则 15 号》的规定,本报告书已 全面披露信息披露义务人在露笑科技股份有限公司中拥有权益的股份变动情况。 截至本报告书签署之日,除本报告书披露的持股信息外,信息披露义务人没 有直接在 ...
露笑科技(002617) - 关于股份回购进展情况的公告
2025-02-06 11:20
证券代码:002617 证券简称:露笑科技 公告编号:2025-004 露笑科技股份有限公司 关于股份回购进展情况的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假记载、 误导性陈述或重大遗漏。 露笑科技股份有限公司(以下简称"公司")于 2023 年 3 月 28 日召开了第五 届董事会第二十七次会议,审议通过了《关于<回购公司股份方案>的议案》,公 司拟使用不低于人民币 20,000 万元(含)且不超过人民币 30,000 万元(含)的 自有资金以集中竞价交易方式回购公司股份,用于后期实施的员工持股计划或股 权激励,回购股份价格不超过人民币 12.00 元/股,回购股份的期限为自公司股 东大会审议通过回购股份方案之日起 12 个月内。具体内容详见公司于 2023 年 4 月 14 日刊登在巨潮资讯网上的《回购报告书》(公告编号:2023-042)。 公司于 2024 年 4 月 11 日召开了第六届董事会第二次会议,审议通过了《关 于调整回购股份资金总额及实施期限延期的议案》,将回购股份的资金总额由不 低于人民币 20,000 万元(含)且不超过人民币 30,000 万元(含)调整 ...
露笑科技(002617) - 关于全资子公司对外投资的公告
2025-02-06 11:17
证券代码:002617 证券简称:露笑科技 公告编号:2025-003 露笑科技股份有限公司 关于全资子公司对外投资的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假记载、 误导性陈述或重大遗漏。 一、投资概述 大厦 7A 露笑科技股份有限公司(以下简称"公司")于 2024 年 7 月 11 日披露了《关 于全资子公司对外投资的公告》(公告编号:2024-072),公司的全资子公司浙江 露超投资管理有限公司(以下简称"露超投资")出资人民币 6,000 万元参与海 南东方佳轩企业管理咨询中心(有限合伙)(以下简称"东方佳轩")增资。东方 佳轩增资完成后出资额增加为 54,701 万元,露超投资出资占比为 10.97%。 露超投资将继续出资人民币 4,000 万元对东方佳轩进行增资,东方佳轩本 次增资完成后总出资额增加为 58,701 万元,露超投资合计出资 10,000 万元,占 比为 17.04%。 根据《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 7 号——交易与关联交易》、《公司章程》等有关规定,本次投资无需提 交公司董事会或股东大会审议,不构成同业 ...
露笑科技:预计2024年净利润2.50亿元~2.90亿元 同比增90.91%~121.45%
Zheng Quan Shi Bao Wang· 2025-01-20 13:26
Group 1 - The core viewpoint of the article is that Luxshare Technology (002617) has announced a significant increase in its expected net profit for 2024, projecting a range of 250 million to 290 million yuan, which represents a year-on-year growth of 90.91% to 121.45% [1] - On January 20, the stock price of Luxshare Technology closed at 7.75 yuan, reflecting a daily increase of 6.16%, with a turnover rate of 16.68% and a transaction volume of 2.439 billion yuan, showing a 19.97% increase over the past five days [1] - Statistical analysis indicates that among stocks with a profit forecast increase of over 50%, 71.43% experienced a price increase on the day of the announcement, and 16 companies hit the daily limit up on the same day [1][1] Group 2 - Following the profit forecast announcement, 84.69% of the stocks saw an increase in price over the subsequent five days [1]
露笑科技(002617) - 2024 Q4 - 年度业绩预告
2025-01-20 09:35
Financial Projections - The company expects a net profit attributable to shareholders of 250 million to 290 million yuan for the year 2024, representing an increase of 90.91% to 121.45% compared to the previous year’s profit of 130.95 million yuan [3]. - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be 219 million to 259 million yuan, reflecting an increase of 101.73% to 138.58% from last year's profit of 108.56 million yuan [3]. - Basic earnings per share are anticipated to be between 0.13 yuan and 0.15 yuan, compared to 0.0684 yuan per share in the previous year [3]. Business Performance - The photovoltaic power generation and basic industrial manufacturing businesses continue to provide stable profits for the company [5]. - The aerial work platform business has seen significant revenue and profit growth compared to the same period last year, becoming a new profit growth point for the company [5].
露笑科技(002617) - 关于股份回购进展情况的公告
2025-01-02 16:00
证券代码:002617 证券简称:露笑科技 公告编号:2025-001 露笑科技股份有限公司 关于股份回购进展情况的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假记载、 误导性陈述或重大遗漏。 露笑科技股份有限公司(以下简称"公司")于 2023 年 3 月 28 日召开了第五 届董事会第二十七次会议,审议通过了《关于<回购公司股份方案>的议案》,公 司拟使用不低于人民币 20,000 万元(含)且不超过人民币 30,000 万元(含)的 自有资金以集中竞价交易方式回购公司股份,用于后期实施的员工持股计划或股 权激励,回购股份价格不超过人民币 12.00 元/股,回购股份的期限为自公司股 东大会审议通过回购股份方案之日起 12 个月内。具体内容详见公司于 2023 年 4 月 14 日刊登在巨潮资讯网上的《回购报告书》(公告编号:2023-042)。 公司于 2024 年 4 月 11 日召开了第六届董事会第二次会议,审议通过了《关 于调整回购股份资金总额及实施期限延期的议案》,将回购股份的资金总额由不 低于人民币 20,000 万元(含)且不超过人民币 30,000 万元(含)调整 ...
露笑科技龙虎榜数据(12月26日)
Zheng Quan Shi Bao Wang· 2024-12-26 08:39
证券时报网讯,露笑科技今日涨停,全天换手率19.58%,成交额31.83亿元,振幅13.21%。 龙虎榜数据显示,机构净买入5549.48万元,营业部席位合计净买入1.82亿元。 证券时报•数据宝统计显示,上榜的前五大买卖营业部合计成交6.64亿元,其中,买入成交额为4.51亿 元,卖出成交额为2.13亿元,合计净买入2.38亿元。 深交所公开信息显示,当日该股因日涨幅偏离值达9.15%上榜,机构专用席位净买入5549.48万元。 ...