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奥海科技:董事长提议回购4000万元至8000万元股份
快讯· 2025-04-15 11:00
奥海科技(002993)公告,公司董事长刘昊于2025年4月15日提议回购公司股份,回购资金总额不低于 人民币4000万元且不高于人民币8000万元,资金来源为公司自有资金或自筹资金,回购股份用于员工持 股计划或股权激励。提议人在提议前六个月内存在减持公司股份的情况,但在回购期间暂无增减持公司 股份计划。公司将根据提议及时制定回购股份方案并履行信息披露义务。 ...
奥海科技(002993) - 关于回购公司股份进展公告
2025-04-01 10:20
证券代码:002993 证券简称:奥海科技 公告编号:2025-005 整,没有虚假记载、误导性陈述或重大遗漏。 东莞市奥海科技股份有限公司(以下简称"公司")于 2024 年 10 月 25 日 召开第三届董事会第六次会议审议通过了《关于以集中竞价交易方式回购公司股 份方案的议案》,并于 2024 年 10 月 29 日在《证券时报》《中国证券报》《上 海证券报》《证券日报》和巨潮资讯网(www.cninfo.com.cn)上披露了《回购 报告书》(公告编号:2024-037)。 公司计划以自有资金回购公司部分人民币普通股(A 股)股份,回购资金总 额不低于人民币 4000 万元(含),不高于人民币 8000 万元(含);本次回购股 份的价格不超过 40.67 元/股;回购股份的期限为自董事会审议通过回购股份方 案之日起 12 个月内,公司在回购股份的期限内根据市场情况择机做出回购决策 并予以实施。本次回购的用途为员工持股计划或者股权激励。 根据《回购报告书》,公司在回购股份期间实施了 2024 年前三季度权益分 派[详见公司于 2024 年 11 月 21 日披露的《2024 年前三季度权益分派实施公告》 ...
奥海科技(002993) - 关于回购公司股份进展公告
2025-03-09 07:45
证券代码:002993 证券简称:奥海科技 公告编号:2025-004 东莞市奥海科技股份有限公司 关于回购公司股份进展公告 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 二、其他说明 公司回购股份的时间、回购股份数量及集中竞价交易价格、集中竞价交易的 委托时段等均符合《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》 及公司回购股份方案的相关规定。 1、公司未在下列期间内回购股票: 整,没有虚假记载、误导性陈述或重大遗漏。 东莞市奥海科技股份有限公司(以下简称"公司")于 2024 年 10 月 25 日 召开第三届董事会第六次会议审议通过了《关于以集中竞价交易方式回购公司股 份方案的议案》,并于 2024 年 10 月 29 日在《证券时报》《中国证券报》《上 海证券报》《证券日报》和巨潮资讯网(www.cninfo.com.cn)上披露了《回购 报告书》(公告编号:2024-037)。 公司计划以自有资金回购公司部分人民币普通股(A 股)股份,回购资金总 额不低于人民币 4000 万元(含),不高于人民币 8000 万元(含);本次回购股 份的价格不超过 40.67 元/股;回购股份 ...
奥海科技20250305
2025-03-06 05:18
Summary of Aohai Technology Conference Call Company Overview - Aohai Technology is demonstrating new business logic and growth potential in 2025, maintaining a leading position in consumer electronics while actively expanding into emerging fields such as communication services, AI servers, and robotics [3][25]. Key Business Developments - **Server Power Supply**: Aohai Technology's server power supply business is expected to generate revenue between 650 million to 600 million yuan in 2025, benefiting from domestic cloud vendors' demand for domestic computing power and collaborations with companies like H3C and Huawei [3][17]. - **AI Server Power Supply**: The company has a comprehensive layout in the AI server power supply sector, covering power modules from 550W to 3,600W and supercomputing power supplies from 4,000W to 8,000W. There is a noted trend among clients towards parallel configurations rather than merely high power demands [3][12]. - **Adapter Segment**: The adapter segment is experiencing a 40-50% annual growth rate due to the production of a factory in Vietnam, with significant breakthroughs in laptop adapter markets and collaborations with major retail clients like Anker and Aukey [3][6]. - **Robotics Charging Market**: Aohai Technology is actively expanding into the robotics charging market, developing various charging products and collaborating with well-known brands such as Xiaomi and Dyson [3][10]. Financial Projections - **Revenue Guidance**: The company anticipates total revenue exceeding 8 billion yuan in 2025, with a gradual increase in gross margin starting from Q4 2024 due to improved customer structure and a decrease in the proportion of mobile charger business [3][25]. - **Segment Revenue Expectations**: - Mobile charger business: expected to increase to approximately 4 billion yuan - IoT business: projected to grow to at least 1.1 billion yuan - PC business: expected to rise to 200-300 million yuan - Third-party brand chargers: anticipated to exceed 800 million yuan - Own brand revenue: expected to surpass 500 million yuan [3][25]. Market Trends and Opportunities - **Robotics Market**: The company believes the robotics market could be as large as the smartphone market, with rapid development expected, particularly in the electronic pet sector [3][10][11]. - **International Expansion**: Aohai Technology plans to leverage opportunities from manufacturing and automotive industries going overseas, collaborating with companies like Geely and GAC to drive growth [3][26]. Product Innovations - **New Charger Technologies**: The company is innovating with AI chargers and ultra-thin chargers, integrating features like screen displays and mobile app connectivity for enhanced user experience [5][6]. - **Diverse Charging Solutions**: Aohai Technology has developed various types of charging products for robots, including high-power adapters and portable charging guns, catering to different market needs [3][8]. Strategic Partnerships - **Collaboration with Major CSPs**: The company has existing collaborations with major cloud service providers like Alibaba and ByteDance, which are expected to expand into more areas [3][24]. Conclusion - Aohai Technology is positioned for significant growth in 2025, with a strong focus on expanding its product offerings and market reach in both domestic and international markets, particularly in the fields of AI, robotics, and power supply solutions [3][26].
奥海科技(002993) - 2025年3月5日投资者关系活动记录表
2025-03-05 11:12
Group 1: Company Overview and Product Capabilities - The company has over ten years of experience in three-electric control technology, primarily providing control systems for new energy vehicles, including electric and hybrid cars [2]. - The company has developed over 1 million sets of distributed electric control products, including motor control units (MCU), battery management systems (BMS), and vehicle control units (VCU) [4]. - The company’s server power products cover a power range from 550W to 8000W, serving major clients in the server manufacturing and internet sectors [8]. Group 2: New Energy Vehicle and Robotics - The company is actively pursuing global manufacturing and strategic partnerships to expand its presence in the new energy vehicle market [5]. - The company’s robotics battery products align with existing high-power chargers and electric vehicle charging guns, indicating compatibility with mainstream robotic products [5]. - The company is involved in the development of various robotic products, including AGV handling robots and cleaning machines, leveraging its existing technology [5]. Group 3: AI Integration and Product Development - AI is expected to drive demand for high-power chargers, with many smartphones now featuring 100W fast charging capabilities [6]. - The company has launched its first generation of AI smart chargers, which can learn user charging habits and provide voice-activated features [6]. - AI is enhancing product design and simulation processes, leading to cost reductions and innovation in technology [7]. Group 4: Renewable Energy and Inverter Solutions - The company is developing single-phase and three-phase inverters and energy storage products, utilizing its technological platform and supply chain advantages [9]. - The company is transitioning from basic inverters to multifunctional integrated solutions, aiming to capture opportunities in the energy electronics sector [9]. - The company has capabilities in integrated energy storage and charging systems, covering the entire application chain from generation to consumption [9].
奥海科技:公司服务器电源、算力电源、服务器PDB电源等产品已实现批量出货
证券时报网· 2025-02-25 03:52
证券时报网讯,奥海科技2月25日在互动平台表示,目前公司服务器电源、算力电源、服务器PDB电源 等产品已实现批量出货。 公司出货及在研功率范围覆盖550W至8000W,主要客户涉及服务器厂家、ODM工厂、互联网企业、消 费电子龙头企业等。 ...
奥海科技(002993) - 关于回购公司股份进展公告
2025-02-06 11:19
证券代码:002993 证券简称:奥海科技 公告编号:2025-003 东莞市奥海科技股份有限公司 关于回购公司股份进展公告 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。 东莞市奥海科技股份有限公司(以下简称"公司")于 2024 年 10 月 25 日 召开第三届董事会第六次会议审议通过了《关于以集中竞价交易方式回购公司股 份方案的议案》,并于 2024 年 10 月 29 日在《证券时报》《中国证券报》《上 海证券报》《证券日报》和巨潮资讯网(www.cninfo.com.cn)上披露了《回购 报告书》(公告编号:2024-037)。 公司计划以自有资金回购公司部分人民币普通股(A 股)股份,回购资金总 额不低于人民币 4000 万元(含),不高于人民币 8000 万元(含);本次回购股 份的价格不超过 40.67 元/股;回购股份的期限为自董事会审议通过回购股份方 案之日起 12 个月内,公司在回购股份的期限内根据市场情况择机做出回购决策 并予以实施。本次回购的用途为员工持股计划或者股权激励。 一、回购股份的进展情况 截至 2025 年 1 月 31 ...
奥海科技(002993) - 2024年12月11日投资者关系活动记录表
2024-12-11 12:33
Group 1: Industry Trends and Company Positioning - The industry is currently experiencing both proactive and reactive trends that favor the company's development, with a significant concentration among leading firms driven by AI technology [3] - The company is positioned as a leading power supply enterprise, benefiting from a virtuous cycle of scale and competitive enhancement [3] Group 2: Technological Advancements and Competitive Advantages - The company focuses on green and low-carbon development, specializing in three key areas: consumer electronics, new energy vehicles, and digital energy [4] - It has become a national high-tech enterprise engaged in the design, R&D, production, and sales of energy-efficient applications [4] Group 3: International Expansion and Revenue Growth - The company has established a global presence with over 2,000 product certifications across more than 90 countries, achieving overseas revenue of 1.015 billion yuan in the first half of 2024, a year-on-year increase of 42.93%, accounting for 34.29% of total revenue [4][5] - The company has set up six overseas offices and six major intelligent manufacturing bases globally, enhancing its international manufacturing and sales capabilities [4] Group 4: Impact of AI and Market Policies - AI is driving a new wave of technological transformation, boosting demand in the consumer electronics market, particularly for high-capacity fast charging solutions [5] - Recent consumer subsidy policies in various regions are expected to positively impact the sales of electronic products, with a notable 1,701% increase in mobile phone sales in Jiangsu province following subsidy announcements [5] Group 5: New Energy Vehicle and Server Power Supply Developments - The company's subsidiary is advancing in the new energy vehicle sector, providing control systems for both passenger and commercial vehicles [5] - The company is actively developing server power supply solutions, with ongoing supply of products under 3.6KW and 4KW, leveraging its overseas manufacturing capabilities [5]
奥海科技最新股东户数环比下降19.72% 筹码趋向集中
证券时报网· 2024-12-05 04:07
奥海科技12月5日在交易所互动平台中披露,截至11月30日公司股东户数为22837户,较上期(11月20 日)减少5611户,环比降幅为19.72%。 证券时报•数据宝统计,截至发稿,奥海科技最新股价为34.53元,上涨2.65%,本期筹码集中以来股价 累计下跌2.12%。 具体到各交易日,5次上涨,6次下跌,其中,涨停1次。 公司发布的三季报数据显示,前三季公司共实现营业收入45.46亿元,同比增长27.40%,实现净利润 3.01亿元,同比下降13.77%,基本每股收益为1.0800元,加权平均净资产收益率6.16%。 (数据宝) ...
奥海科技:关于回购公司股份进展公告
2024-12-02 10:26
证券代码:002993 证券简称:奥海科技 公告编号:2024-044 东莞市奥海科技股份有限公司 整,没有虚假记载、误导性陈述或重大遗漏。 东莞市奥海科技股份有限公司(以下简称"公司")于 2024 年 10 月 25 日 召开第三届董事会第六次会议审议通过了《关于以集中竞价交易方式回购公司股 份方案的议案》,并于 2024 年 10 月 29 日在《证券时报》《中国证券报》《上 海证券报》《证券日报》和巨潮资讯网(www.cninfo.com.cn)上披露了《回购 报告书》(公告编号:2024-037)。 公司计划以自有资金回购公司部分人民币普通股(A 股)股份,回购资金总 额不低于人民币 4000 万元(含),不高于人民币 8000 万元(含);本次回购股 份的价格不超过 40.67 元/股;回购股份的期限为自董事会审议通过回购股份方 案之日起 12 个月内,公司在回购股份的期限内根据市场情况择机做出回购决策 并予以实施。本次回购的用途为员工持股计划或者股权激励。 根据《回购报告书》,公司在回购股份期间实施了 2024 年前三季度权益分 派[详见公司于 2024 年 11 月 21 日披露的《2024 ...