Lucky Harvest(002965)

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每周股票复盘:祥鑫科技(002965)2024年年度权益分派实施,每股收益1.3544元
Sou Hu Cai Jing· 2025-05-23 20:47
Group 1 - The core point of the article is that Xiangxin Technology (002965) has announced its 2024 annual equity distribution plan, which includes a cash dividend of RMB 5.35 per 10 shares and a capital reserve increase of 3 shares for every 10 shares held [1] - As of May 23, 2025, Xiangxin Technology's stock price closed at RMB 55.69, down 7.83% from the previous week [1] - The company's total market capitalization is currently RMB 11.368 billion, ranking 42nd out of 228 in the automotive parts sector and 1354th out of 5148 in the A-share market [1] Group 2 - The equity distribution plan specifies that the record date for shareholders is May 28, 2025, and the ex-dividend date is May 29, 2025 [1] - The total share capital before the distribution is 204,138,738 shares, which will increase to 265,380,359 shares after the distribution [1] - The diluted earnings per share for the fiscal year 2024 is projected to be RMB 1.3544 after the equity distribution [1]
晚间公告丨5月23日这些公告有看头
第一财经· 2025-05-23 15:00
Group 1 - Ningde Times participated in the completion of the Zeyuan Fund, with a total scale of 10.128 billion yuan, increasing by 50.42% from the previous announcement [3] - Zhongjin Gold's controlling shareholder plans to inject four companies into the company to resolve competition issues, including acquiring stakes in Inner Mongolia Jintao and others [4][5] - Keli Yuan plans to invest an additional 500 million yuan in a storage industry fund, increasing its total investment to 700 million yuan [6] Group 2 - China Shenhua intends to acquire 7.43% of the National Energy Group Financial Company for 2.929 billion yuan, which is expected to increase its net profit by 97 million yuan [7] - Weir Shares plans to issue H-shares and list on the Hong Kong Stock Exchange [8] - Hualan Shares is establishing a joint venture for Tibetan medicinal baths and plaster products, with a registered capital of 7 million yuan [15] Group 3 - Yunnan Copper plans to acquire 40% of Liangshan Mining through a share issuance, with the stock resuming trading on May 26 [10] - Ruishun Technology's subsidiary plans to establish a joint venture in Malaysia to provide automation solutions [11] - ST Quanwei's stock will be subject to additional risk warnings due to ongoing litigation involving a subsidiary [12] Group 4 - Hengfeng Information's controlling shareholder has terminated the agreement to transfer part of the company's shares, with no impact on control [13] - Huadian Technology's subsidiary has not yet commenced substantial construction on a polyurethane new materials project [14] - ST Yinjian will remove the delisting risk warning and some other risk warnings, changing its stock name [38] Group 5 - China Tonghao won approximately 3.789 billion yuan in contracts in the rail transit market from March to April [39] - Intercontinental Oil and Gas plans to invest about 848 million USD in the Iraq South Basra project [40][41] - Jiaying Pharmaceutical's subsidiary signed a contract for the development of a traditional Chinese medicine innovation project [42] Group 6 - Ruidong Intelligent signed a strategic cooperation agreement with Shunde Vocational and Technical College to enhance collaboration in technology [43] - Jiaojian Co. won a bid for a drainage project worth 225 million yuan [44] - Hengshun Vinegar's controlling shareholder plans to increase its stake in the company by 50 to 100 million yuan [45]
祥鑫科技(002965) - 关于公司部分董事、高级管理人员减持公司股份的预披露公告
2025-05-23 12:19
本公司董事、副总经理和董事会秘书陈振海先生、财务负责人李燕红女士、副总经理 谢洪鑫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。 特别提示: 1、直接和间接持有祥鑫科技股份有限公司(以下简称"公司")股份合计 266,450 股(占公司目前总股本的 0.1305%)的董事、副总经理、董事会秘书陈振海先生计划自 本公告披露之日起 15 个交易日后的三个月内以集中竞价方式减持公司股份不超过 66,612 股(占公司目前总股本的 0.0326%)。 证券代码:002965 证券简称:祥鑫科技 公告编号:2025-032 祥鑫科技股份有限公司 关于公司部分董事、高级管理人员减持公司股份的预披露公告 (一)股份减持计划: 1、减持原因:股东个人资金需求。 2、直接和间接持有公司股份合计 197,003 股(占公司目前总股本的 0.0965%)的财 务负责人李燕红女士计划自本公告披露之日起 15 个交易日后的三个月内以集中竞价方 式减持公司股份不超过 49,250 股(占公司目前总股本的 0.0241%)。 3、直 ...
祥鑫科技:三名股东拟分别减持0.0326%、0.0241%、0.0318%股份
news flash· 2025-05-23 12:16
祥鑫科技(002965)公告,公司董事、副总经理和董事会秘书陈振海,财务负责人李燕红,副总经理谢 洪鑫计划自公告披露之日起15个交易日后的三个月内,通过集中竞价方式分别减持不超过66612股、 49250股、64834股,分别占公司总股本的0.0326%、0.0241%、0.0318%。本次减持原因是股东个人资金 需求,减持价格将按市场价格确定。 ...
祥鑫科技(002965):盈利能力开始修复 机器人业务可期
Xin Lang Cai Jing· 2025-05-23 10:36
Core Viewpoint - In 2024, the company achieved revenue of 6.744 billion yuan, a year-on-year increase of 18%, while the net profit attributable to shareholders was 359 million yuan, a year-on-year decrease of 12%. In Q1 2025, the company reported revenue of 1.636 billion yuan, a year-on-year increase of 4%, but a quarter-on-quarter decrease of 12%, with net profit attributable to shareholders at 86 million yuan, a year-on-year decrease of 29% and a quarter-on-quarter decrease of 5% [1][2]. Financial Performance - For 2024, the company reported revenue of 6.744 billion yuan, with a net profit of 359 million yuan and a non-recurring profit of 348 million yuan, reflecting a decrease of 12% and 11% year-on-year respectively [2]. - In Q4 2024, the company achieved revenue of 1.866 billion yuan, a year-on-year increase of 4% and a quarter-on-quarter increase of 8%, while net profit was 90 million yuan, a year-on-year decrease of 30% [2]. - In Q1 2025, the company reported revenue of 1.636 billion yuan, a year-on-year increase of 4% but a quarter-on-quarter decrease of 12%, with net profit at 86 million yuan, a year-on-year decrease of 29% [2]. Business Segments - The company's revenue from the energy storage and fuel vehicle segments saw significant growth in 2024, while the new energy vehicle segment faced short-term pressure due to poor sales performance and industry price competition. However, profitability is entering a recovery phase as of Q1 2025 [3][4]. - Revenue from the new energy vehicle structural components business was 3.813 billion yuan in 2024, a year-on-year increase of 4%, with a gross margin of 13.2%, down 4.2 percentage points year-on-year due to price competition and insufficient capacity utilization [3]. - The energy storage business generated revenue of 1.217 billion yuan in 2024, a year-on-year increase of 123%, with a gross margin of 16.2%, benefiting from strong demand in the energy storage industry [3]. - Revenue from the fuel vehicle structural components business was 1.190 billion yuan, a year-on-year increase of 57%, with a stable gross margin of 8.9% [3]. - The telecommunications structural components business reported revenue of 417 million yuan, a year-on-year decrease of 34%, but with an improved gross margin of 14.4% due to a strategic reduction in low-profit orders [3]. Profitability and Forecast - The company's net profit margin in Q1 2025 was 5.32%, reflecting a quarter-on-quarter increase of 0.56 percentage points, indicating a recovery in profitability [4]. - Profit forecasts for 2025 and 2026 estimate net profits of 440 million yuan and 580 million yuan, corresponding to price-to-earnings ratios of 25.7 and 19.5 times [10]. Client Base and Market Expansion - The company serves a wide range of clients, including major automotive manufacturers and energy storage companies, such as GAC Group, BYD, and Enphase Energy, covering various industries including automotive, energy storage, and telecommunications [5]. - The company is expanding its overseas operations, with a rapidly growing factory in Mexico and ongoing development in Thailand, as well as plans for new factories in Europe and North Africa to target the European electric vehicle market [6][8]. Robotics Development - The company is actively advancing its robotics business, collaborating with the Guangdong Academy of Sciences to develop humanoid robot solutions, which include various technological applications and solutions for automotive clients [9].
祥鑫科技: 2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-05-20 10:13
证券代码:002965 证券简称:祥鑫科技 公告编号:2025-031 祥鑫科技股份有限公司 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: 全体股东每 10 股转增 3 股,不送红股。 祥鑫科技股份有限公司(以下简称"公司")2024 年年度权益分派方案已获 2025 年 05 月 15 日召开的 2024 年年度股东大会审议通过,现将权益分派实施事宜公告如下: 一、股东大会审议通过利润分配和资本公积金转增股本方案等情况 总股本 204,138,738 股为基数,向全体股东每 10 股派发现金红利人民币 5.35 元(含税), 合计派发现金总额人民币 109,214,224.83 元(含税),剩余未分配利润结转以后年度; 同时以资本公积金转增股本,向全体股东每 10 股转增 3 股,合计转增 61,241,621 股, 转增后公司总股本增加至 265,380,359 股;不送红股。 股、股份回购、股权激励、再融资新增股份上市等原因而发生变化的,将按照"现金分 红总额、资本公积金转增股本总额固定不变"的原则对分配比例进行相应调整。 及其调整原则是一 ...
祥鑫科技(002965) - 2024年年度权益分派实施公告
2025-05-20 09:45
特别提示: 证券代码:002965 证券简称:祥鑫科技 公告编号:2025-031 祥鑫科技股份有限公司 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。 1、权益分派方案:每 10 股派发现金股利人民币 5.35 元(含税),以资本公积金向 全体股东每 10 股转增 3 股,不送红股。 2、股权登记日:2025 年 05 月 28 日。 3、除权除息日:2025 年 05 月 29 日。 祥鑫科技股份有限公司(以下简称"公司")2024 年年度权益分派方案已获 2025 年 05 月 15 日召开的 2024 年年度股东大会审议通过,现将权益分派实施事宜公告如下: 一、股东大会审议通过利润分配和资本公积金转增股本方案等情况 1、公司 2024 年度股东大会审议通过的 2024 年年度权益分派方案为:以公司现有 总股本204,138,738股为基数,向全体股东每10股派发现金红利人民币5.35元(含税), 合计派发现金总额人民币 109,214,224.83 元(含税),剩余未分配利润结转以后年度; 同时以资本公积金转增股本,向 ...
超2000家公司获调研!公募热情高涨,明星基金经理现身
券商中国· 2025-05-18 08:09
随着中美关税冲突缓和,公募基金调研节奏显著加快。高端制造、半导体、医疗健康三大领域成为资金聚焦的 核心赛道,百济神州- U(688235.SH)、安集科技(688019.SH)、恒而达(300946.SZ)等龙头企业获超 200 家机构扎堆调研,凸显机构对技术突破与政策红利的强烈关注。 鹏华基金闫思倩、景顺长城基金农冰立等明星基金经理现身恒而达调研现场,闫思倩、申万菱信基金付娟、华 泰柏瑞基金赵楠共同调研祥鑫科技(002965.SZ),显示出基金经理对先进制造企业的密集关注。 硬科技公司获基金经理调研 数据显示,5月以来公募基金调研呈现"量质齐升"特征。 5月以来,A股市场机构调研热度持续攀升,已有超2000家上市公司获调研。其中,公募基金调研节奏显著 加快。 券商中国记者注意到,2025年5月以来,公募基金对上市公司的调研活动呈现显著的结构性分化,高端制造、 半导体及医疗健康领域成为机构资金布局的核心方向。数据显示,工业机械、半导体设备及创新药企的调研频 次占比超六成,头部企业的技术突破与政策红利成为基金经理关注的重点方向。 从行业分布看,机构调研呈现鲜明的赛道偏好,计算机、通信和其他电子设备制造业以超过3 ...
9.64亿主力资金净流入,一体化压铸概念涨2.15%
Zheng Quan Shi Bao Wang· 2025-05-16 11:36
Core Viewpoint - The integrated die-casting concept has shown a positive performance with a 2.15% increase, ranking fifth among concept sectors, indicating strong investor interest and potential growth in this area [1][2]. Group 1: Market Performance - As of May 16, the integrated die-casting sector saw 41 stocks rise, with notable performers including Spring Precision Engineering and Mingke Technology reaching their daily limit up [1]. - The top gainers in the sector included Yian Technology, which increased by 14.40%, Rongtai Co., which rose by 6.69%, and Dongfeng Technology, which saw a 5.22% increase [1][2]. - Conversely, the sector also experienced declines, with Anche Detection, Yongmaotai, and Sanxiang New Materials falling by 2.81%, 1.82%, and 0.50% respectively [1]. Group 2: Capital Flow - The integrated die-casting sector attracted a net inflow of 9.64 billion yuan from major funds, with 25 stocks receiving net inflows [2][3]. - Yian Technology led the net inflow with 3.84 billion yuan, followed by Spring Precision Engineering with 3.74 billion yuan, and Top Group with 1.13 billion yuan [2]. - The net inflow ratios for leading stocks were significant, with Spring Precision Engineering at 39.92%, Mingke Technology at 39.04%, and Yian Technology at 16.89% [3]. Group 3: Stock Performance Metrics - The stock performance metrics for key players in the integrated die-casting sector showed that Yian Technology had a daily increase of 14.40% with a turnover rate of 26.26% [3]. - Spring Precision Engineering also performed well with a 10.06% increase and a turnover rate of 16.78% [3]. - Other notable stocks included Top Group with a 2.29% increase and a turnover rate of 2.02%, and Mingke Technology with a 10.00% increase and a turnover rate of 11.18% [3][4].
祥鑫科技股份有限公司 关于董事会、监事会延期换届的提示性公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-05-15 23:12
Group 1 - The company plans to postpone the election of the fifth board of directors and supervisory board to ensure continuity and stability in operations [1][2] - The current term of the fourth board and supervisory board will expire on May 23, 2025, and preparations for the election are ongoing [1][2] - The postponement will not affect the normal operations of the company, and the current members will continue to fulfill their duties [2] Group 2 - The company completed the registration change regarding its registered capital on February 17, 2025, and has obtained a new business license [4][5] - The registered capital changed from RMB 204,220,638 to RMB 204,138,738 [4] - The change was approved in the first extraordinary general meeting of shareholders held on March 6, 2025 [4] Group 3 - The annual general meeting of shareholders was held on May 15, 2025, with a total of 272 shareholders present, representing 39.4330% of the voting rights [13] - All resolutions proposed during the meeting were approved without any dissent [7][8] - The meeting included the approval of the 2024 annual report and the appointment of the auditing firm for 2025 [21][24]