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豪美新材(002988) - 关于豪美转债可能满足赎回条件的提示性公告
2025-07-01 09:33
证券代码:002988 证券简称:豪美新材 公告编号:2025-058 广东豪美新材股份有限公司 关于"豪美转债"可能满足赎回条件的提示性公告 自 2025 年 6 月 18 日至 2025 年 7 月 1 日期间,公司股票已有 10 个交易日 的收盘价格不低于"豪美转债"当期转股价 17.57 元/股的 130%(即 22.84 元/股)。 若在未来触发"豪美转债"的有条件赎回条款,即公司股票在任何连续三十个交 易日中至少十五个交易日的收盘价不低于当期转股价格的 130%(含 130%),根据 《广东豪美新材股份有限公司公开发行可转换公司债券募集说明书》(以下简称 《募集说明书》)中有条件赎回条款的相关约定,届时公司有权决定按照债券面 值加当期应计利息的价格赎回全部或部分未转股的"豪美转债"。 一、可转换公司债券基本情况 (一)可转债发行情况 经中国证券监督管理委员会《关于核准广东豪美新材股份有限公司公开发行 可转换公司债券的批复》(证监许可[2021]1182 号)核准,广东豪美新材股份有 限公司(以下简称"公司")于 2022 年 1 月 24 日公开发行了 824 万张可转换公 司债券,每张面值 10 ...
研判2025!中国工业铝型材行业政策汇总、产业链图谱、生产现状、竞争格局及发展趋势分析:光伏型材占工业铝型材总产量的33.7%[图]
Chan Ye Xin Xi Wang· 2025-07-01 01:16
Core Viewpoint - The industrial aluminum profile market in China is experiencing significant growth driven by the increasing demand for lightweight vehicles and the expansion of the new energy vehicle sector, alongside robust demand from the photovoltaic industry [1][9]. Market Overview - Industrial aluminum profiles are primarily alloy materials made from aluminum, produced through processes like melting and extrusion, resulting in various shapes for different applications [2]. - The market is witnessing a production capacity expansion among Chinese manufacturers to meet the rising demand, with a projected production volume of 11.705 million tons in 2024, marking a year-on-year increase of 23.21% [1][9]. Market Policies - A series of supportive policies have been introduced to encourage technological innovation and green manufacturing in the industrial aluminum profile sector, including guidelines for recycling and promoting green finance [4][6]. Industry Chain - The upstream of the industrial aluminum profile industry includes bauxite, recycled aluminum, and production equipment, while the downstream encompasses applications in photovoltaic, new energy vehicles, and construction [7]. Competitive Landscape - The industrial aluminum profile market is highly competitive, with numerous players entering the field. The top twenty companies include prominent names such as Conglin Aluminum Technology and Dingmei New Materials [11][13]. - Conglin Aluminum Technology specializes in high-end industrial aluminum profiles and lightweight equipment, serving major clients like China CRRC and Maersk [14]. - Dingmei New Materials focuses on high-performance aluminum and magnesium alloys, achieving a revenue of 1.491 billion yuan in 2024, with 44.01% from industrial aluminum materials [16]. Development Trends - The industry is expected to adopt smart production lines and technologies such as IoT and AI to enhance efficiency and reduce costs. The use of recycled aluminum is anticipated to increase, promoting resource circularity [18].
重磅!2025年中国及31省市铝型材行业政策汇总及解读(全)“政策引导国内铝企业高质量发展”
Qian Zhan Wang· 2025-06-22 07:14
Core Viewpoint - The article discusses the evolution of policies in China's aluminum profile industry, emphasizing the shift towards high-quality development, green technology, and international competitiveness in the sector [1][3][7]. Policy Evolution - The aluminum profile industry's policy development has followed the macro policies of the aluminum processing industry, transitioning from capacity restrictions to promoting new materials and enhancing recycling technology [1]. - Key milestones include the 2011 "12th Five-Year Plan" which aimed to control the blind expansion of electrolytic aluminum capacity and the 2024 announcement to cancel export tax rebates for aluminum products to guide domestic enterprises towards high-quality development [1][3]. National Policy Summary - The Chinese government has made comprehensive plans for the aluminum profile industry, focusing on green and low-carbon development, particularly in the "14th Five-Year Plan" [3]. - Recent policies include the cancellation of export tax rebates to encourage high-quality development and the promotion of standards for aluminum alloys and composite materials [3][7]. Key Policy Documents - A summary of key policies includes: - "High-Quality Development Implementation Plan (2025-2027)" aiming for a significant increase in aluminum resource security and recycling capacity by 2027 [4]. - "Action Plan for Energy Conservation and Carbon Reduction in the Electrolytic Aluminum Industry" targeting a 30% share of benchmark energy efficiency capacity by 2025 and a recycling aluminum output of 11.5 million tons [11][12]. Provincial Policy Initiatives - Various provinces have introduced policies to enhance the aluminum processing industry, focusing on safety, technological advancement, and environmental sustainability [13][14]. - For instance, Guangdong aims to improve energy efficiency levels of aluminum products by 5% by 2025, while Jiangsu plans to update significant equipment in aluminum processing facilities by 2027 [18]. Future Outlook - The demand for aluminum alloy new materials is expected to grow significantly, driving technological reforms and development in the aluminum profile industry [17].
豪美新材: 广东豪美新材股份有限公司公开发行可转换公司债券2025年跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-18 11:30
Core Viewpoint - The credit rating agency has assigned a stable outlook to Guangdong Haomei New Materials Co., Ltd. (referred to as "Haomei New Materials"), indicating confidence in the company's ability to maintain its performance despite challenges in the real estate sector and competition in the new energy vehicle market [3][7]. Company Overview - Haomei New Materials primarily engages in the processing of lightweight aluminum profiles for construction, industry, and automotive applications, with a strong focus on the automotive lightweight aluminum segment [3][5]. - The company has a stable customer base, including major automotive brands such as Mercedes-Benz, Toyota, and NIO, which supports its revenue stability [5][16]. Financial Performance - For 2024, the company is projected to achieve a net profit of 209 million yuan, reflecting a year-on-year growth of 15.34% [5]. - The total assets of the company are expected to reach 64.08 billion yuan in 2024, with total debt at 31.41 billion yuan [3][4]. - The operating revenue for 2024 is forecasted at 66.72 billion yuan, up from 59.86 billion yuan in 2023 [3][4]. Market Position - Haomei New Materials ranks among the top players in the aluminum profile industry, with a market share of 5.06% in the automotive lightweight aluminum segment [16][19]. - The company is expanding its production capacity, particularly in the automotive lightweight segment, with 90 new project approvals in 2024, marking a record high for the company [5][19]. Industry Environment - The aluminum processing industry is experiencing pressure from fluctuating aluminum prices, which can impact cash flow and profitability [11][12]. - The demand for building aluminum profiles is under pressure due to a downturn in the real estate market, while industrial aluminum demand is growing, particularly in the new energy and automotive sectors [11][12][19]. - The overall aluminum profile production in China is expected to decline by 1.1% in 2024, with building aluminum production dropping by 19.9% [11][12]. Operational Challenges - The company faces increased working capital pressure and risks related to accounts receivable collection, particularly from clients in the real estate sector [6][18]. - Safety production risks are present due to the nature of the manufacturing processes involved in aluminum profile production [6][18]. Future Outlook - The stable credit rating outlook reflects the company's accumulated technical strength and customer resources, which are expected to support its sales growth [7][18]. - The company is focusing on optimizing its product structure to maintain revenue growth, particularly in the automotive lightweight segment [5][19].
豪美新材(002988) - 广东豪美新材股份有限公司公开发行可转换公司债券2025年跟踪评级报告
2025-06-18 10:46
2022 年广东豪美新材股份有限公 司公开发行可转换公司债券 2025 年跟踪评级报告 中鹏信评【2025】跟踪第【170】号 01 信用评级报告声明 除因本次评级事项本评级机构与评级对象构成委托关系外,本评级机构及评级从业人员与评级对象不存 在任何足以影响评级行为独立、客观、公正的关联关系。 本评级机构与评级从业人员已履行尽职调查义务,有充分理由保证所出具的评级报告遵循了真实、客观、 公正原则,但不对评级对象及其相关方提供或已正式对外公布信息的合法性、真实性、准确性和完整性 作任何保证。 本评级机构依据内部信用评级标准和工作程序对评级结果作出独立判断,不受任何组织或个人的影响。 2022年广东豪美新材股份有限公司公开发行可转换公司债券2025 年跟踪评级报告 评级结果 本评级报告观点仅为本评级机构对评级对象信用状况的个体意见,不作为购买、出售、持有任何证券的 建议。本评级机构不对任何机构或个人因使用本评级报告及评级结果而导致的任何损失负责。 本次评级结果自本评级报告所注明日期起生效,有效期为被评证券的存续期。同时,本评级机构已对受 评对象的跟踪评级事项做出了明确安排,并有权在被评证券存续期间变更信用评级。本 ...
2025年中国铝型材上游产业发展现状分析:我国铝工业四大核心产业产量稳居世界前列
Qian Zhan Wang· 2025-06-17 09:12
Group 1 - In 2024, China's bauxite production is expected to be approximately 93 million tons, remaining stable compared to 2023 due to environmental regulations and mining restrictions [1] - China's alumina production is projected to reach about 85.52 million tons in 2024, reflecting a year-on-year growth of 3.9% [2] - The output of electrolytic aluminum in China is estimated to be around 44.01 million tons in 2024, showing a year-on-year increase of 4.6% [4] Group 2 - China's recycled aluminum production is anticipated to be about 10.5 million tons in 2024, continuing its growth trend despite previous slowdowns [5][8] - The production of aluminum processing materials in China is expected to be around 64.6 million tons in 2024, with a year-on-year growth of 4.2%, accounting for 67.15% of the global total [9]
有色金属行业2025年下半年投资策略:有色华章领风骚,重器峥嵘贯九霄
Dongguan Securities· 2025-06-16 09:02
Group 1 - The overall economic operation in 2024 was stable, with a 5.8% increase in industrial added value for large-scale enterprises, and a 8.9% growth in the non-ferrous metal industry [15][16] - The non-ferrous metal industry saw a profit increase of 24.5% in the smelting and rolling sector and 47.8% in the mining sector in the first four months of 2025 [15] - The non-ferrous metal industry index rose by 16.41% as of June 13, 2025, outperforming other sectors [16] Group 2 - Gold prices are expected to rise due to multiple factors including weakened dollar credit, increased central bank purchases, and ongoing geopolitical risks [20][34] - In 2024, global central banks purchased 1,045 tons of gold, accounting for 21% of total demand, with significant purchases from emerging market countries [23] - The demand for gold in investment increased by 25% in 2024, reaching 1,180 tons, with bar investment demand growing significantly [23][30] Group 3 - The strategic metals sector, including rare earths and tungsten, is crucial for national defense, economic development, and technological advancement, with China leading in production and reserves [50][62] - The supply of rare earths is expected to tighten due to export controls and limited quota increases, while demand from new energy vehicles and robotics continues to grow [50][67] - The tungsten market is projected to remain strong due to increasing demand from photovoltaic and nuclear fusion sectors, despite tightening supply [50][67] Group 4 - The aluminum industry faces rigid supply constraints with a production cap of 45 million tons, while demand is expected to grow in the new energy sector [4][18] - The demand for aluminum in the automotive and new energy sectors is on the rise, with significant increases in production for battery foils and structural components [4][18] - The copper market is experiencing a shift in demand dynamics, with traditional demand weakening while new energy applications drive growth [5][8]
万科首次出售A股库存股;腾讯音乐拟收购喜马拉雅丨公告精选
Group 1 - Vanke A announced the sale of 22 million A-share treasury stocks for a total of 146 million yuan, representing 0.18% of the company's total share capital, aimed at supplementing liquidity without impacting current profits [1] - Tencent Music plans to acquire 100% of Himalaya for a total consideration of $1.26 billion, which includes cash and shares, to expand its audio content ecosystem [1] - Dongfang Electric Heat signed a strategic cooperation agreement with Xiaomi's subsidiary to develop robotic electronic skin, focusing on flexible fabric pressure sensing applications [3] Group 2 - Chengdu Huamei launched a 4-channel, 12-bit, 16G high-precision RF direct sampling ADC chip, marking a significant breakthrough in high-speed data conversion technology [4] - Jinshi Technology clarified that it has not engaged in any business related to stablecoins, despite recent market interest, and noted a significant stock price increase of 76.51% over six trading days [5] - Xiantan Co. reported a 14.22% year-on-year increase in chicken product sales revenue for May, amounting to 469 million yuan [7]
豪美新材: 关于回购公司股份比例达到2%暨回购进展公告
Zheng Quan Zhi Xing· 2025-06-10 10:51
证券代码:002988 证券简称:豪美新材 公告编号:2025-054 广东豪美新材股份有限公司 关于回购公司股份比例达到 2%暨回购进展公告 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。 广东豪美新材股份有限公司(以下简称"公司")于 2025 年 4 月 10 日召开第 四届董事会第二十七次会议、于 2025 年 4 月 21 日召开 2024 年度股东大会审议 通过了《关于以集中竞价方式回购公司股份方案的议案》,同意公司使用自有资 金及股票回购专项贷款以集中竞价交易方式回购公司部分社会公众股份,用于注 销并减少注册资本及实施股权激励计划及/或员工持股计划,其中 70%及以上回 购股份将用于注销并减少注册资本。本次拟用于回购的资金总额为不低于人民币 回购股份期限为自公司股东大会审议通过本次回购股份方案之日起 12 个月内。 具体内容详见公司于 2025 年 4 月 11 日披露的《关于以集中竞价方式回购公司股 (公告编号:2025-030),于 2025 年 4 月 22 日披露的《2024 年度 份方案的公告》 股东大会决议公告》(公告编号:2025- ...
豪美新材(002988) - 关于回购公司股份比例达到2%暨回购进展公告
2025-06-10 10:03
证券代码:002988 证券简称:豪美新材 公告编号:2025-054 广东豪美新材股份有限公司 关于回购公司股份比例达到 2%暨回购进展公告 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。 公司于 2025 年 6 月 3 日召开第四届董事会第二十九次会议,审议通过《关 于调整回购股份价格上限的议案》,将回购价格上限由 27.84 元/股调整为 45.00 元/股。除调整回购股份价格上限外,本次回购股份方案的其他内容不变。具体内 容详见公司于 2025 年 6 月 4 日披露的《第四届董事会第二十九次会议决议公告》 (公告编号:2025-051)和《关于调整回购股份价格上限的公告》(公告编号: 2025-052)。 一、本次回购股份的进展情况 广东豪美新材股份有限公司(以下简称"公司")于 2025 年 4 月 10 日召开第 四届董事会第二十七次会议、于 2025 年 4 月 21 日召开 2024 年度股东大会审议 通过了《关于以集中竞价方式回购公司股份方案的议案》,同意公司使用自有资 金及股票回购专项贷款以集中竞价交易方式回购公司部分社会公众股份,用于 ...