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南兴股份(002757) - 2025 Q1 - 季度财报
2025-04-18 12:10
Financial Performance - The company's operating revenue for Q1 2025 was ¥845,252,236, a decrease of 11.38% compared to ¥953,796,452 in the same period last year[3] - Net profit attributable to shareholders was ¥43,195,493, down 48.46% from ¥83,802,540 in the previous year[3] - The net profit after deducting non-recurring gains and losses was ¥41,611,897, reflecting a decrease of 47.46% compared to ¥79,198,979 in the same period last year[3] - The basic earnings per share decreased by 48.45% to ¥0.1462 from ¥0.2836 year-on-year[3] - Net profit for the period was ¥43.87 million, down from ¥85.58 million, representing a decline of about 48.7%[22] - Basic and diluted earnings per share decreased to ¥0.1462 from ¥0.2836, a drop of approximately 48.6%[23] - The total profit decreased to ¥53.40 million from ¥98.00 million, a decline of approximately 45.5%[22] Assets and Liabilities - Total assets increased by 3.42% to ¥3,585,105,024.02 from ¥3,466,666,292.97 at the end of the previous year[3] - Total current assets increased to CNY 1,874,844,538.68 from CNY 1,709,557,585.14, representing a growth of approximately 9.7%[16] - Total liabilities increased to CNY 1,506,174,110.40 from CNY 1,433,139,050.26, showing an increase of about 5.1%[18] - Total equity attributable to shareholders rose to CNY 2,046,713,473.66 from CNY 2,001,984,537.40, reflecting an increase of approximately 2.2%[18] - Non-current assets totaled CNY 1,710,260,485.34, down from CNY 1,757,108,707.83, indicating a decrease of about 2.7%[16] Cash Flow - The company's cash flow from operating activities was ¥70,060,335.73, a slight decrease of 0.44% compared to ¥70,368,021.88 in the same period last year[3] - Cash flow from operating activities generated ¥70.06 million, slightly down from ¥70.37 million, a decrease of about 0.4%[24] - The company reported a significant increase of 160.71% in cash flow from investing activities, totaling ¥8,794,040.00 compared to ¥3,373,090.00 in the previous year[9] - Cash flow from investing activities showed a net inflow of ¥87.94 million, up from ¥33.73 million, an increase of approximately 160.5%[24] - Cash flow from financing activities resulted in a net inflow of ¥10.94 million, down from ¥49.89 million, a decline of about 78.0%[25] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 51,012[10] - The largest shareholder, Dongguan Naxing Industrial Investment Co., Ltd., holds 35.56% of the shares, totaling 105,077,893 shares[10] Inventory and Receivables - Accounts receivable rose to CNY 581,234,582.92 from CNY 391,831,994.70, indicating an increase of about 48.4%[15] - Inventory decreased to CNY 347,518,598.56 from CNY 425,339,149.79, a decline of about 18.3%[15] Research and Development - Research and development expenses decreased by 33.55% to ¥2,680,330.00 from ¥4,033,420.00 year-on-year[7] - The company reported a decrease in research and development expenses to ¥26.80 million from ¥40.33 million, a reduction of about 33.5%[21]
南兴股份(002757) - 2025年3月18日投资者关系活动记录表
2025-03-18 10:34
证券代码:002757 证券简称:南兴股份 南兴装备股份有限公司投资者关系活动记录表 编号:2025-IR007 | | | □特定对象调研 □分析师会议 | | --- | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | 类别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | 其他(电话会议) | | | 活动参与人员 | 华泰资产:丑凯亮 | | | | 国寿安保:肖佳琪、宋易潞、王达、季天华 | | | | 华宝基金:陈怀逸 | | | | 兴业基金:颜格、张超、陈楷月 | | | | 富国基金:王泉涌、李娜、汤启、孙萌、范妍、杨栋、 | | | | 顾飞飞、曾新杰 | | | | 中泰证券:郑雅梦 | | | | 董事、董事会秘书:叶裕平 | | | | 证券事务代表:王翠珊 | | | | 唯一网络:易志强 | | | 时间 | 2025 年 3 月 18 日 10:00、14:00、15:00、16:00 | | | 地点 | 电话会议 | | | 形式 | 线上交流 | | | 交流内容及具体问 | 公司领导介绍了公司和全资子公司广 ...
203家公司获机构调研(附名单)





Zheng Quan Shi Bao Wang· 2025-03-17 01:16
Group 1 - A total of 203 companies were investigated by institutions in the past five days, with significant interest in companies like Shenzhen South Circuit, Chip Source Micro, and Zoli Pharmaceutical [1] - Among the companies investigated, 46 received attention from more than 20 institutions, with Shenzhen South Circuit being the most popular, attracting 129 institutions [1] - The types of institutions involved in the investigations included 177 securities companies, 148 fund companies, and 85 private equity firms [1] Group 2 - In terms of market performance, 25 stocks among those investigated saw an increase, with Shenghong Technology, Xingtum Control, and Chaohongji leading with gains of 37.70%, 27.75%, and 18.76% respectively [2] - Nine stocks have reported annual results, with the highest net profit growth seen in Wantong Hydraulic and Xingtum Control, at 37.02% and 35.68% respectively [2] - Fourteen stocks have released preliminary reports for 2024, with significant net profit growth reported by Sitwei and Shenghong Technology, at 2651.81% and 72.94% respectively [2]
南兴股份分析师会议-2025-03-13
Dong Jian Yan Bao· 2025-03-13 00:56
Investment Rating - The report does not explicitly state an investment rating for the specialized equipment industry or the specific company involved [1]. Core Insights - The company, Yiyiwang, is a leading provider of digital economy infrastructure services in China, having served over 5,000 industry-leading clients and operated more than 80 edge data center nodes across nearly 20 provinces [20]. - The demand for data centers is expected to increase due to the development of domestic AI models, which will accelerate the adoption of AI technologies [21]. - The specialized equipment market is driven by factors such as the demand for equipment upgrades from large clients, the trend of equipment iteration among small and medium clients, and the ongoing import substitution process due to high-quality domestic equipment [22]. Summary by Sections 1. Basic Research Information - The research was conducted on Nanjing Xingsheng Co., focusing on the specialized equipment industry, with the meeting held on March 12, 2025 [13]. 2. Detailed Research Institutions - Various institutions participated in the research, including Zhongzai Asset, CITIC Prudential Fund, and Yinhua Fund, among others [14][15]. 3. Research Institution Proportions - The research institutions comprised 79% fund management companies, 13% insurance asset management companies, and 8% securities companies [16][17]. 4. Main Content Information - Yiyiwang's business planning includes expanding IDC scale and resources, enhancing sales of self-built data center cabinets, and deepening cooperation with major operators and internet companies [21]. - The company has seen a significant increase in overseas sales, with over 25% of specialized equipment sales now coming from international markets, particularly in BRICS and Belt and Road countries [22].
南兴股份(002757) - 2025年3月12日投资者关系活动记录表
2025-03-12 11:39
公司目前拥有国际领先标准的唯一网络志享(华南) 和南兴云东莞沙田两座绿色数据中心,自建机柜约 4700 个。根据金融、教育、医疗、政务等不同行业的具体应 用场景,提供一站式定制化服务。为客户打造专属模块 及企业自有数据中心,实现设计、建设、代维、运营、 服务全生命周期业务的数据联通,赋能数字中心成为企 业 IT 和通信服务的"战略服务中心"。随着国产 AI 大 模型的发展,正在加速推进 AI 的普及与落地,有望带动 数据中心的市场需求。 三、唯一网络的业务规划 证券代码:002757 证券简称:南兴股份 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 类别 | □现场参观 | | | 其他(电话会议) | | 活动参与人员 | 参会机构投资者详见附件清单 | | | 董事、董事会秘书:叶裕平 | | | 证券事务代表:王翠珊 | | | 唯一网络:易志强 | | 时间 | 年 月 日 2025 3 12 10:00、11:00、13:30、15:30 | | 地点 | 电话会议 | | 形式 ...
南兴股份(002757) - 股票交易异常波动公告
2025-03-09 07:46
证券代码:002757 证券简称:南兴股份 公告编号:2025-008 号 南兴装备股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 南兴装备股份有限公司(以下简称"公司"或"本公司")股票(证券简称: 南兴股份,证券代码:002757)交易价格连续三个交易日(2025 年 3 月 5 日、3 月 6 日、3 月 7 日)日收盘价格涨幅偏离值累计超过 20%,根据《深圳证券交易 所交易规则》的规定,属于股票交易异常波动的情况。 二、对重要问题的关注、核实情况说明 针对公司股票交易异常波动,公司对有关事项进行了核查,并通过电话以及 书面方式征询公司控股股东、实际控制人意见,现将有关情况说明如下: 1、公司前期披露的信息不存在需要更正、补充之处; 2、公司于 2025 年 1 月 18 日披露了《2024 年度业绩预告》(公告编号: 2025-001),相关内容详见公告。本次业绩预告为公司财务部门初步测算的结果, 未经会计师事务所审计,具体财务数据以公司后续披露的 2024 年度经审计的财 务报告为 ...
南兴股份(002757) - 2025年3月5日投资者关系活动记录表
2025-03-05 10:00
Group 1: Industry Outlook - The capital expenditure peak in 2017 has led to a new incremental market due to the equipment update cycle in large furniture factories [2] - There is a growing demand for automation among small and medium-sized furniture manufacturers, driving the need for equipment upgrades [2] - Domestic leading equipment companies are forming a virtuous cycle through economies of scale, increasing industry concentration and widening the gap in product quality and service with smaller manufacturers [2][3] Group 2: Overseas Market Potential - The company's export volume has reached a historical high, with over 25% of specialized equipment sales coming from overseas markets, particularly in BRICS and Belt and Road countries [4] - The overseas market remains underdeveloped, presenting significant potential for expansion [4] Group 3: Competitive Advantage in Smart Production Lines - The company has successfully developed a home industry 4.0 smart production line, recognized for its performance and technology within the industry [5] - The company has accumulated successful application experiences with several benchmark clients, with some leading brand clients fully adopting its products in their smart manufacturing facilities [5] Group 4: Data Center Operations - The company operates two green data centers in the Guangdong-Hong Kong-Macao Greater Bay Area, with approximately 4,700 self-built cabinets [6] - The IDC business market is expected to accelerate due to the deepening digital economy and the release of computing power driven by artificial intelligence [6] Group 5: Market Environment for IDC and Cloud Computing - The tightening of industry policies and adjustments by operators will accelerate industry reshuffling, leading to a "head concentration effect" [7] - The company aims to leverage its partnerships with internet clients and operators to tap into key customer resources and enhance market share [7] Group 6: Future Plans for Employee Incentives - The company plans to closely monitor market conditions and may implement market-oriented incentive measures to enhance team stability and cohesion at an appropriate time [7]
南兴股份(002757) - 关于公司控股股东及实际控制人之一致行动人股份减持计划实施完成的公告
2025-03-04 12:32
证券代码:002757 证券简称:南兴股份 公告编号:2025-007 号 南兴装备股份有限公司 关于公司控股股东及实际控制人之一致行动人 股份减持计划实施完成的公告 公司控股股东东莞市南兴实业投资有限公司及公司实际控制人之一致行动 人詹任宁先生保证向本公司提供的信息内容真实、准确、完整,没有虚假记载、 误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 南兴装备股份有限公司(以下简称"公司")于 2024 年 11 月 20 日在《证 券时报》《中国证券报》《上海证券报》及巨潮资讯网(www.cninfo.com.cn)披 露了《关于公司控股股东及实际控制人之一致行动人减持计划的预披露公告》(公 告编号:2024-044),公司控股股东东莞市南兴实业投资有限公司(以下简称"南 兴投资")计划自上述公告披露之日起十五个交易日后的三个月内以集中竞价方 式减持公司股份数量不超过 143,191 股,占公司总股本的比例不超过 0.048%,以 大宗交易方式减持公司股份数量不超过 5,909,118 股,占公司总股本的比例不超过 2%,合计减持公司股份数量不超过 6,052,3 ...
南兴股份(002757) - 2025年2月28日投资者关系活动记录表
2025-02-28 09:42
编号:2025-IR004 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 类别 | □现场参观 | | | 其他(电话会议) | | 活动参与人员 | 中银基金:张欣仪 | | | 兴银理财:江耀堃 | | | 中信证券:董博源 | | | 广发证券:范方舟 | | | 中泰证券:郑雅梦 | | | 董事、董事会秘书:叶裕平 | | | 证券事务代表:王翠珊 | | 时间 | 2025 年 2 月 28 日 10:00、13:30、15:00 | | 地点 | 电话会议 | | 形式 | 线上交流 | | 交流内容及具体问 | 公司领导介绍了公司和全资子公司广东唯一网络科 | | | 技有限公司的基本情况,并就经营情况、市场情况和行 | | | 业情况等与调研人员进行了深入交流。主要内容如下: | | | 一、专用设备业务的订单情况 | | | 与去年年底相比,今年前两个月公司订单情况有所 | | 答记录 | 回暖。3 月份的广州展会是行业重头戏,公司将以积极 | | | 的态度和充分的准 ...
南兴股份(002757) - 2025年2月24日投资者关系活动记录表
2025-02-24 10:32
柔性化的需求。随着公司产品性能和质量不断提升,叠 加高性价比及服务优势,加速了进口替代趋势。未来公 司将持续完善优质经销商体系,依靠国内市场头部企业 的示范作用,以及具有较大增长前景的海外市场,两个 市场齐头并进,进一步提高国内外市场占有率。 三、IDC 及云计算业务的发展规划 一方面,公司将强化与三大运营商的深度合作,增 进交流,寻找双方业务的契合点,挖掘更多的合作机遇; 另一方面,通过对客户所处行业的市场趋势、竞争态势、 产业链结构等方面的研究,精准把握客户的核心需求和 痛点,推动与客户的合作模式从单一的业务合作向多元 化、多领域、多线条的合作模式转型升级。 四、公司数据中心介绍 在数据中心资源布局上,公司通过自建或租用标准 化电信级专业机房,为客户提供 IDC、云计算(含公有 云、混合云、私有云及云增值等服务)、云联网、行业数 字化解决方案等服务。 唯一网络以粤港澳大湾区为中心点,以国际领先标 准先后自建唯一网络志享(华南)和东莞沙田两座绿色 数据中心,目前自建机柜约 4700 个。志享数据中心客户 结构合理健康,涵盖了多个领域的优质企业,运营稳定 性较好;南兴云数据中心将通过优化销售策略、强化市 场推 ...