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日久光电:4月28日召开业绩说明会,投资者参与
Zheng Quan Zhi Xing· 2025-04-28 13:08
Core Viewpoint - The company, Rihua Optoelectronics, has demonstrated significant growth in revenue and net profit for 2024, driven by the optimization of its conductive film business and the expansion of its product applications in the consumer electronics and automotive sectors [1][2][5]. Group 1: Financial Performance - In 2024, the company achieved operating revenue of 583,054,725.2 yuan, representing a year-on-year increase of 22.00% [2][3]. - The net profit attributable to shareholders reached 67,474,242.09 yuan, showing a remarkable growth of 506.90% compared to the previous year [2][3]. - The first quarter of 2025 reported a main revenue of 1.39 billion yuan, up 16.45% year-on-year, with a net profit of 28.05 million yuan, an increase of 346.48% [5]. Group 2: Market Position and Product Development - The company's market share for EC (electrochromic) products has reportedly increased to 54.3% in 2024, although the company notes the lack of publicly available data to confirm this [1]. - The company has established a comprehensive product matrix covering the entire display materials industry chain, focusing on core technologies such as wet precision coating and vacuum magnetron sputtering [1][4]. - The conductive film business has seen significant revenue growth, particularly in the gaming and automotive sectors, with specific products achieving sales increases of 22.83% and 122.70% respectively [1][2]. Group 3: Competitive Landscape - The company is positioned as a leader in the domestic market for ITO conductive films, with a projected global market share of 52% in 2024, facing competition from firms like Nitto Denko and others [4]. - The company has developed a diverse business structure that includes conductive films, optical films, and optical adhesives, enhancing its competitive edge in the market [4]. Group 4: Future Outlook - The company is optimistic about future growth, focusing on expanding its market share in smart wearable devices and other application areas [3][4]. - Continuous investment in R&D is expected to drive further innovation and product development, reinforcing the company's position in the touch display industry [1][4].
日久光电(003015) - 003015日久光电投资者关系管理信息20250428
2025-04-28 09:58
Group 1: Market Position and Growth - The company's EC (electrochromic) national market share has increased to 54.3% in 2024 [1][2] - The global market share of the company's ITO (indium tin oxide) conductive film is projected to reach 52% in 2024 [5] - The company achieved a revenue of ¥583,054,725.2 in 2024, representing a 22.00% year-on-year growth [3][4] Group 2: Revenue Drivers - The revenue from low-resistance ITO films in the gaming touch button sector reached ¥98,730,700, up 22.83% year-on-year [2] - The revenue from dimmable conductive films in automotive applications was ¥66,946,600, showing a significant increase of 122.70% [2][3] - The OCA (optically clear adhesive) optical glue generated revenue of ¥158,000,000, with a year-on-year growth of 21.3% [2] Group 3: R&D and Product Development - The company has established a comprehensive product matrix covering the entire display materials industry chain through increased R&D investment [3][4] - The company has completed the construction of four major technology platforms for dimmable materials: PDLC, SPD, EC, and LC [3] - The company holds 147 authorized patents, reflecting a robust innovation system aligned with market trends [5] Group 4: Future Outlook and Strategy - The company aims to expand its market share in the context of the Internet of Things and smart technology [3] - The focus will be on the development and promotion of dimmable conductive films and optical films [3][4] - The company is exploring potential applications in smart wearables and building projects, with preliminary sample certifications completed [4][5]
盘前有料丨事关自贸区,中共中央、国务院发文;宁德时代发布第二代神行超充电池……重要消息还有这些
Zheng Quan Shi Bao· 2025-04-22 00:02
重要的消息有哪些 1.近日,中共中央、国务院印发《关于实施自由贸易试验区提升战略的意见》(以下简称《意见》), 对自由贸易试验区建设工作作出系统部署。《意见》强调,经过5年左右的首创性、集成式探索,实现 自由贸易试验区制度型开放水平、系统性改革成效、开放型经济质量全面提升,以贸易、投资、资金流 动、交通运输、人员往来自由便利和数据安全有序流动为重点的政策体系更加完善,科技创新和产业创 新深度融合,现代产业集群能级跃升,新质生产力加快发展,打造开放层次更高、营商环境更优、辐射 作用更强的改革开放新高地。(新华社) 2.商务部新闻发言人就美国以关税手段胁迫其他国家限制对华经贸合作事答记者问。有记者问:据多家 境外媒体报道,消息人士透露,特朗普政府正准备在关税谈判中向其他国家施压,要求其他国家限制与 中国的贸易往来,以换取美方关税豁免。请问发言人对此有何评论?答:我们注意到有关报道。近期, 美国打着所谓"对等"旗号对所有贸易伙伴滥施关税,同时又胁迫各方与其开启所谓"对等关税"谈判。这 是打着"对等"的幌子,在经贸领域推行霸权政治、实施单边霸凌。绥靖换不来和平,妥协也得不到尊 重。为一己一时私利,以损害别人利益来换取 ...
日久光电(003015) - 2025 Q1 - 季度财报
2025-04-21 07:45
Financial Performance - The company's revenue for Q1 2025 reached ¥138,593,686.77, representing a 16.45% increase compared to ¥119,011,506.79 in the same period last year[4] - Net profit attributable to shareholders was ¥28,051,523.92, a significant increase of 346.48% from ¥6,282,768.53 in the previous year[4] - Basic and diluted earnings per share both increased to ¥0.11, reflecting a 450.00% rise from ¥0.02 in the previous year[4] - The company reported a significant increase in net profit after deducting non-recurring gains and losses, which reached ¥27,457,698.56, a 586.18% increase from ¥4,001,524.18[4] - Total operating revenue for the current period reached ¥138,593,686.77, an increase of 16.5% compared to ¥119,011,506.79 in the previous period[17] - Net profit for the current period was ¥28,051,523.92, significantly up from ¥6,282,768.53, marking a growth of 346.5%[18] - Basic and diluted earnings per share increased to ¥0.11 from ¥0.02, representing a 450% increase[19] Cash Flow - The net cash flow from operating activities was ¥33,505,213.33, up 37.81% from ¥24,312,116.44 in the same period last year[4] - Cash inflow from operating activities totaled ¥116,766,979.62, up from ¥85,946,042.14, indicating a growth of 36%[19] - Cash outflow from operating activities was ¥83,261,766.29, compared to ¥61,633,925.70 in the previous period, an increase of 35%[19] - The net increase in cash and cash equivalents was ¥10,480,202.64, a 131.81% improvement compared to a decrease of ¥32,943,949.80 in the previous year[9] - The ending balance of cash and cash equivalents was ¥174,675,592.48, up from ¥135,833,694.45[20] - The company received ¥10,000,000.00 in borrowings during the period, down from ¥16,000,000.00[20] - The company paid ¥10,000,000.00 to repay debts, significantly lower than ¥46,177,568.04 in the previous period[20] Assets and Liabilities - Total assets at the end of the reporting period were ¥1,137,080,076.34, a 2.34% increase from ¥1,111,029,730.93 at the end of the previous year[4] - The total liabilities decreased to ¥137,565,792.69 from ¥139,566,971.20, a reduction of 1.4%[17] - The company reported a total current asset balance of CNY 510,063,434.35, an increase from CNY 462,873,369.23 at the beginning of the period, reflecting a growth of approximately 10.5%[14] - The company’s fixed assets decreased to CNY 585,442,733.81 from CNY 605,255,588.21, a decline of about 3.3%[15] - Accounts payable increased to CNY 49,714,372.03 from CNY 41,945,240.98, reflecting a rise of approximately 18.5%[15] Shareholder Structure - The company has a significant shareholder structure, with the top two shareholders holding 26.43% of the total shares, indicating concentrated ownership[12] - The company’s actual controllers, Chen Chao and Chen Xiaoli, are siblings and act in concert, which may influence corporate governance decisions[12] Other Financial Metrics - The weighted average return on equity improved to 2.85%, up from 0.64% in the same period last year[4] - The company reported a decrease in financial expenses by 45.30%, with expenses amounting to -¥190,786.26 compared to -¥131,309.40 in the previous year[9] - The company reported a significant reduction in asset impairment losses to -¥1,239,248.23 from -¥2,051,534.55, improving by 39.5%[18] - Deferred income decreased to ¥13,368,864.53 from ¥14,127,883.70, a decline of 5.4%[17] Audit Status - The first quarter report was not audited[22]
日久光电:2025年第一季度净利润2805.15万元,同比增长346.48%
news flash· 2025-04-21 07:38
日久光电(003015)公告,2025年第一季度营业收入1.39亿元,同比增长16.45%。净利润2805.15万 元,同比增长346.48%。 ...
财经早报:美国又威胁征收“半导体关税”!中概股有望回流,香港表示“准备好了”
Xin Lang Zheng Quan· 2025-04-14 23:49
Group 1 - The US government has temporarily exempted certain electronic products from tariffs, but this exemption is not permanent and will last only until a new tariff plan for the semiconductor industry is established [2][21] - China's foreign trade in the first quarter of this year reached 10.3 trillion yuan, a year-on-year increase of 1.3%, with exports growing by 6.9% and imports declining by 6% [3] - The State Administration for Market Regulation in China has introduced 37 key measures to support the development of private enterprises, focusing on breaking down barriers and promoting fair competition [4][5] Group 2 - Hong Kong is preparing to attract Chinese concept stocks back to its market, emphasizing its stability and attractiveness amid global financial market volatility [6][7] - The China Securities Regulatory Commission has emphasized the importance of functionality in the fund industry, aiming for a balance between quality and scale [8] - Insurance funds are accelerating their entry into the stock market, with the scale of long-term stock investment trials increasing from 50 billion yuan to 162 billion yuan [9] Group 3 - The US is experiencing a significant drop in import orders, with a 64% decrease in overall import volume, indicating potential disruptions in trade due to tariff policies [10][11] - The total share of stock ETFs in A-shares has surpassed 2 trillion shares, marking a historical high, with substantial inflows of capital observed in April [12] - Global pension funds are pausing investments in US assets due to uncertainties stemming from aggressive tariff policies, indicating a shift in investment strategies [13] Group 4 - The AI industry is facing scrutiny over its energy consumption, with Elon Musk's AI company xAI being investigated for violating environmental regulations related to its power generation [14] - The UK government plans to take over the British Steel Company from a Chinese firm, raising concerns about foreign investments in critical industries [15] - The consumer electronics sector is seeing increased research interest, driven by strong domestic demand policies and a surge in M&A activities in the technology field [17]
日久光电(003015) - 江苏日久光电股份有限公司2025年员工持股计划(草案)
2025-04-14 13:16
江苏日久光电股份有限公司 2025 年员工持股计划(草案) 证券简称:日久光电 证券代码:003015 江苏日久光电股份有限公司 2025 年员工持股计划 (草案) 二〇二五年四月 1 江苏日久光电股份有限公司 2025 年员工持股计划(草案) 声明 本公司及董事会、监事会全体成员保证本员工持股计划及其摘要内容的真 实、准确和完整,没有虚假记载、误导性陈述或重大遗漏。 2 江苏日久光电股份有限公司 2025 年员工持股计划(草案) 特别提示 本部分内容中的词语简称与"释义"部分保持一致。 风险提示 一、江苏日久光电股份有限公司(以下简称"日久光电""公司"或"本公 司")2025 年员工持股计划(草案)(以下简称"本员工持股计划草案")须经 公司股东大会批准后方可实施,本员工持股计划草案能否获得公司股东大会批 准,存在不确定性。 二、有关公司 2025 年员工持股计划(以下简称"本员工持股计划")的 具体的资金来源、出资金额、预计规模和具体实施方案等属初步结果,能否 完成实施,存在不确定性。 三、若员工认购资金较低,本员工持股计划存在无法成立的风险;若员 工认购份额不足,本员工持股计划存在低于预计规模的风险。 ...
日久光电(003015) - 董事会关于公司2025年员工持股计划(草案)的合规性说明
2025-04-14 13:16
2、本次员工持股计划内容符合《指导意见》《自律监管指引》等规定。公 司推出本次员工持股计划前,已通过职工代表大会充分征询了员工意见,并获得 职工代表大会的通过。 江苏日久光电股份有限公司董事会 关于公司 2025 年员工持股计划(草案)的合规性说明 江苏日久光电股份有限公司(以下简称"日久光电"或"公司")根据《中 华人民共和国公司法》《中华人民共和国证券法》《关于上市公司实施员工持股 计划试点的指导意见》(以下简称"《指导意见》")、《深圳证券交易所上市 公司自律监管指引第1号——主板上市公司规范运作》(以下简称"《自律监管 指引》")等法律、行政法规、规章、规范性文件和《公司章程》的规定,制定 了《江苏日久光电股份有限公司2025年员工持股计划(草案)》(以下简称"本 次员工持股计划")及其摘要,公司全体董事本着审慎、负责的态度,现对本次 员工持股计划是否符合《指导意见》《自律监管指引》等相关规定说明如下: 1、公司不存在《指导意见》《自律监管指引》等法律法规、规范性文件以 及《公司章程》规定的禁止实施本次员工持股计划的情形,公司具备实施本次员 工持股计划的主体资格。 3、公司审议本次员工持股计划相关议案 ...
日久光电(003015) - 江苏日久光电股份有限公司2025年员工持股计划(草案)摘要
2025-04-14 13:16
江苏日久光电股份有限公司 2025 年员工持股计划(草案)摘要 证券简称:日久光电 证券代码:003015 2025 年员工持股计划 (草案)摘要 二〇二五年四月 1 江苏日久光电股份有限公司 2025 年员工持股计划(草案)摘要 声明 本公司及董事会、监事会全体成员保证本员工持股计划及其摘要内容的真 实、准确和完整,没有虚假记载、误导性陈述或重大遗漏。 2 江苏日久光电股份有限公司 2025 年员工持股计划(草案)摘要 风险提示 江苏日久光电股份有限公司 一、江苏日久光电股份有限公司(以下简称"日久光电""公司"或"本公 司")2025 年员工持股计划(草案)(以下简称"本员工持股计划草案")须经 公司股东大会批准后方可实施,本员工持股计划草案能否获得公司股东大会批 准,存在不确定性。 二、有关公司 2025 年员工持股计划(以下简称"本员工持股计划")的 具体的资金来源、出资金额、预计规模和具体实施方案等属初步结果,能否 完成实施,存在不确定性。 三、若员工认购资金较低,本员工持股计划存在无法成立的风险;若员 工认购份额不足,本员工持股计划存在低于预计规模的风险。 四、股票价格受公司经营业绩、宏观经济周期 ...
日久光电(003015) - 监事会关于公司2025年员工持股计划相关事项的审核意见
2025-04-14 13:15
3、本次员工持股计划不存在损害公司及全体股东利益的情形,亦不存在摊 派、强行分配等方式强制员工参与本次员工持股计划的情形。不存在公司向本次 员工持股计划持有人提供贷款、贷款担保或任何其他财务资助的计划或安排。 4、本次员工持股计划在公告前,已通过职工代表大会征求员工意见。 江苏日久光电股份有限公司 监事会关于公司 2025 年员工持股计划相关事项的审核意见 江苏日久光电股份有限公司(以下简称"日久光电"或"公司")监事会根 据《中华人民共和国公司法》《中华人民共和国证券法》《关于上市公司实施员 工持股计划试点的指导意见》(以下简称"《指导意见》")、《深圳证券交易 所上市公司自律监管指引第1号——主板上市公司规范运作》(以下简称"《自 律监管指引》")等法律、行政法规、规章、规范性文件和《公司章程》的规定, 经认真审阅相关会议资料,并经全体监事充分全面的讨论与分析,公司监事会现 就公司2025年员工持股计划(以下简称"本次员工持股计划")相关事项发表审 核意见如下: 1、本次员工持股计划的内容符合《指导意见》《自律监管指引》等有关法 律、法规及规范性文件的规定,不存在《指导意见》《自律监管指引》等法律法 规、 ...