Levima Advanced Materials Corporation(003022)

Search documents
联泓新科跌2.05%,成交额2908.10万元,主力资金净流入33.09万元
Xin Lang Zheng Quan· 2025-10-22 01:43
10月22日,联泓新科盘中下跌2.05%,截至09:39,报19.12元/股,成交2908.10万元,换手率0.11%,总 市值255.36亿元。 机构持仓方面,截止2025年9月30日,联泓新科十大流通股东中,化工ETF(159870)位居第五大流通 股东,持股599.99万股,为新进股东。南方中证500ETF(510500)位居第六大流通股东,持股590.95万 股,相比上期减少11.04万股。香港中央结算有限公司位居第七大流通股东,持股473.64万股,相比上期 减少260.12万股。光伏ETF(515790)位居第八大流通股东,持股455.95万股,相比上期减少9.30万 股。天弘中证光伏A(011102)退出十大流通股东之列。 责任编辑:小浪快报 资料显示,联泓新材料科技股份有限公司位于山东省滕州市木石镇驻地(木石工业园区),成立日期2009 年5月21日,上市日期2020年12月8日,公司主营业务涉及新材料产品和解决方案供应商,专注于新材料 产品的研发、生产与销售。主营业务收入构成为:聚丙烯专用料27.50%,乙烯-醋酸乙烯共聚物 26.28%,副产品及其他19.95%,环氧乙烷衍生物18.38% ...
联想控股:附属公司联泓新科三季度净利润增长90.90%
Hua Er Jie Jian Wen· 2025-10-21 00:05
联想控股附属公司联泓新科三季度业绩要点 公司概况 联想控股(03396.HK)附属公司联泓新材料(003022.SZ)发布2025年三季度报告 核心财务数据 Q3单季:营收16.57亿元(+0.21%),净利润7,174万元(+90.90%) 前三季营收下滑但净利润保持增长 总资产规模扩张明显 注:以上为联泓新科单体财务数据,非联想控股合并报表数据 资产状况:三季度末总资产227.79亿元(+16.66%),股东权益73.79亿元(+1.87%) 现金流:经营现金流2.61亿元(-37.11%) 关键特点 Q3单季盈利能力显著改善,净利润增长超90% 前三季:营收45.68亿元(-8.02%),净利润2.32亿元(+30.32%) 盈利能力:前三季度扣非净利润2.33亿元(+55.14%),每股收益0.17元(+30.77%) ...
联泓新科(003022):EVA景气度略有改善,新产能稳步投产
Changjiang Securities· 2025-10-20 15:26
丨证券研究报告丨 [Table_scodeMsg1] 公司研究丨点评报告丨联泓新科(003022.SZ) [Table_Title] EVA 景气度略有改善,新产能稳步投产 报告要点 [Table_Summary] 公司公布 2025 三季度报告,2025 年前三季度实现营业收入 45.68 亿元,同比下降 8.02%;归 母净利润 2.32 亿元,同比上升 30.32%;扣非归母净利润 2.33 亿元,同比上升 55.14%。其中 2025 年第三季度实现营业收入 16.57 亿元,同比上升 0.21%,环比上涨 20.73%;归母净利润 0.72 亿元,同比上升 90.90%,环比下滑 19.63%。 分析师及联系人 [Table_Author] 魏凯 侯彦飞 SAC:S0490520080009 SAC:S0490521050002 SFC:BUT964 SFC:BVN517 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 丨证券研究报告丨 1 [Table_scodeMsg2] 联泓新科(003022.SZ) cjzqdt11111 [Table_Title ...
联泓新科涨2.10%,成交额2001.84万元,主力资金净流出31.76万元
Xin Lang Cai Jing· 2025-10-20 01:54
10月20日,联泓新科盘中上涨2.10%,截至09:35,报19.97元/股,成交2001.84万元,换手率0.08%,总 市值266.71亿元。 资金流向方面,主力资金净流出31.76万元,大单买入314.97万元,占比15.73%,卖出346.73万元,占比 17.32%。 联泓新科今年以来股价涨45.66%,近5个交易日跌8.39%,近20日跌9.23%,近60日涨25.05%。 资料显示,联泓新材料科技股份有限公司位于山东省滕州市木石镇驻地(木石工业园区),成立日期2009 年5月21日,上市日期2020年12月8日,公司主营业务涉及新材料产品和解决方案供应商,专注于新材料 产品的研发、生产与销售。主营业务收入构成为:聚丙烯专用料27.50%,乙烯-醋酸乙烯共聚物 26.28%,副产品及其他19.95%,环氧乙烷衍生物18.38%,环氧乙烷4.48%,醋酸乙烯2.65%,特种气体 0.49%,超高分子量聚乙烯0.27%。 截至9月30日,联泓新科股东户数6.48万,较上期增加19.55%;人均流通股20585股,较上期减少 16.36%。2025年1月-9月,联泓新科实现营业收入45.68亿元,同比减 ...
短线防风险 207只个股短期均线现死叉
Zheng Quan Shi Bao Wang· 2025-10-17 09:41
Market Overview - The Shanghai Composite Index closed at 3839.76 points, with a decline of 1.95% [1] - The total trading volume of A-shares reached 1,954.408 billion yuan [1] Technical Analysis - A total of 207 A-shares experienced a "death cross" where the 5-day moving average fell below the 10-day moving average [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Dashengda: -1.36% - Guanghetong: -1.33% - Songyang Resources: -1.32% [1] Individual Stock Performance - Dashengda (603687) saw a decline of 6.44% with a trading turnover of 3.58% and a latest price of 8.42 yuan, which is 9.17% below the 10-day moving average [1] - Guanghetong (300638) decreased by 5.86%, with a turnover of 5.63% and a latest price of 28.25 yuan, 8.55% below the 10-day moving average [1] - Songyang Resources (603863) dropped 10.02%, with a turnover of 8.88% and a latest price of 19.31 yuan, 14.01% below the 10-day moving average [1] Additional Notable Stocks - Other stocks with significant declines include: - Chuan Dong (603767): -9.94%, latest price 24.36 yuan, 10.84% below the 10-day moving average [1] - Lianhong (003022): -4.45%, latest price 19.56 yuan, 7.05% below the 10-day moving average [1] - Qide New Materials (300995): -6.19%, latest price 44.11 yuan, 8.55% below the 10-day moving average [1]
电力设备及新能源行业双周报(2025、10、3-2025、10、16):9月海外储能订单超30GWh-20251017
Dongguan Securities· 2025-10-17 02:28
Investment Rating - The industry investment rating is "Overweight" [2][45] Core Viewpoints - As of October 16, 2025, the power equipment industry has seen a decline of 2.84% over the past two weeks, underperforming the CSI 300 index by 2.36 percentage points, ranking 26th among 31 industries [4][11] - The cumulative installed capacity of new energy storage in China is expected to reach over 180GW by 2027 and 300GW by 2030, with the industry chain and supply chain output value projected to reach 2-3 trillion yuan by 2030 [34][39] - The global energy storage market is anticipated to maintain strong growth, with a cumulative installed capacity of approximately 730GW/1950GWh by the end of 2030 [34][39] Summary by Sections Market Review - The power equipment sector has increased by 39.62% year-to-date, outperforming the CSI 300 index by 22.25 percentage points, ranking 4th among 31 industries [4][11] - The wind power equipment sector increased by 0.07%, the photovoltaic equipment sector by 1.14%, and the grid equipment sector by 5.76% in the last two weeks [16][17] Valuation and Industry Data - As of October 16, 2025, the price-to-earnings (PE) ratio for the power equipment sector is 34.67 times, with sub-sectors showing varying PE ratios: electric motors at 62.87 times, photovoltaic equipment at 26.89 times, and battery sector at 35.51 times [22][23] Industry News - In the first nine months of 2025, China's new energy storage overseas orders totaled 214.7GWh, a year-on-year increase of 131.75%, with over 30GWh in September alone [34][39] - The National Energy Administration has emphasized the importance of user-side network security management to prevent power outages caused by user-side issues [34][35] Company Announcements - Several companies reported significant changes in net profit for the first three quarters of 2025, with notable increases for companies like Jinko Technology and Tongda Co., while others like Shida Shenghua reported substantial losses [36][37] Weekly Perspective on Power Equipment Sector - The report suggests focusing on leading storage companies benefiting from the booming storage industry, emphasizing technological and scale advantages [39][40]
25家公司公布三季报 2家业绩增幅翻倍





Zheng Quan Shi Bao Wang· 2025-10-16 02:45
Core Insights - As of October 16, 2023, 25 companies have released their Q3 2025 financial reports, with 23 reporting year-on-year profit growth and 18 showing revenue growth [1] - The company with the highest profit growth is Guanghua Technology, with a staggering increase of 1233.70% [1] Financial Performance Summary - **Profit Growth**: 23 companies reported profit growth, while 2 experienced declines [1] - **Revenue Growth**: 18 companies reported revenue growth, with 7 showing declines [1] - **Notable Performers**: Guanghua Technology leads with a profit of 90.39 million yuan and revenue of 2.04 billion yuan, marking a profit growth of 1233.70% and revenue growth of 11.50% [1] - **Other High Performers**: - Daoshi Technology: Profit of 415.44 million yuan, profit growth of 182.45%, revenue of 600.09 million yuan, revenue decline of 1.79% [1] - Sichuang Medical: Profit of -0.48 million yuan, profit growth of 98.32%, revenue of 60.38 million yuan, revenue growth of 6.95% [1] - Xiaogoods City: Profit of 3.46 billion yuan, profit growth of 48.45%, revenue of 13.06 billion yuan, revenue growth of 23.07% [1] Declining Performers - **Profit Declines**: Qin Chuan Technology reported a profit decline of 66.72% with a loss of 6.99 million yuan and revenue decline of 16.24% [2] - **Other Decliners**: - High Energy Environment: Profit growth of 15.18% with revenue decline of 11.28% [2] - Qifeng New Materials: Profit decline of 3.82% with revenue decline of 0.83% [2]
港股公告掘金 | 华润电力首9个月附属电厂累计售电量达1.61亿兆瓦时 同比增加4.2%
Zhi Tong Cai Jing· 2025-10-15 15:19
Major Events - Meili Tianyuan Medical Health (02373) acquires 100% of Shanghai Siyuanli Industrial for 1.25 billion yuan, aiming to capture the high-end beauty market in major cities [1] - Jinhai Medical Technology (02225) is actively preparing to participate in the 8th China International Import Expo [1] - China Biopharmaceutical (01177) has its selective MEK1/2 inhibitor TQ-B3234 included in the breakthrough therapy designation program [1] - Beijing Jiakesi plans to sell 90% of Jiakexi Health through capital increase and equity transfer agreements [1] - Green Power Environmental (01330) intends to invest in establishing a joint venture in Hong Kong to expand overseas environmental business [1] - Zhonghui Biotechnology (02627) applies for full circulation of H-shares [1] Operating Performance - Legend Holdings (03396) reports that its subsidiary, Legend New Science (003022.SZ), achieved a net profit attributable to shareholders of 232 million yuan in the first three quarters, an increase of 30.32% [1] - Mongol Mining (00975) reports total raw coal production of 3.6043 million tons from UHG and BN mines in the third quarter [1] - China Resources Power (00836) reports cumulative electricity sales of 161 million megawatt-hours from its subsidiary power plants in the first nine months, a year-on-year increase of 4.2% [1] - China Coal Energy (01898) reports coal sales of 19.66 million tons in September, a year-on-year decrease of 20.1% [1] - Air China (00753) reports a 1.2% year-on-year increase in passenger capacity input and a 5.6% year-on-year increase in passenger turnover in September [1]
联泓新科:光刻胶树脂BCB已有装置满产 新产能建设中
Mei Ri Jing Ji Xin Wen· 2025-10-15 13:31
Group 1 - The core viewpoint of the article highlights that Lianhong Xinke's strategic investment in Mianyang Dagaote focuses on the development of photolithography resin monomer BCB and resin, benefiting from downstream demand [1] - Mianyang Dagaote currently has production facilities operating at full capacity, with new production capacity under construction [1] - The biodegradable plastics industry has seen steady growth in consumption, driven by policy support and emerging demands such as 3D printing [1]
联泓新科:公司电子特气产品已稳定供应台积电、上海新昇
Mei Ri Jing Ji Xin Wen· 2025-10-15 13:18
Core Viewpoint - The company, Lianhong Xinke, has established a stable supply of electronic specialty gases to leading industry players such as TSMC and Shanghai Hynix, indicating strong market demand and operational capability [1] Group 1 - The company has successfully stabilized the supply of electronic specialty gases to major clients [1] - Products such as photoresist resin monomers and certain solid-state battery products have achieved bulk sales [1]