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九洲集团:持续关注海外市场机会 围绕新能源发电拓展相关轻资产业务
Core Viewpoint - Jiuzhou Group is focusing on the smart distribution network and network energy sectors, positioning itself as a leading provider of new power and energy infrastructure, with a dual-engine business model combining renewable energy and smart equipment manufacturing [1][2]. Group 1: Business Overview - Jiuzhou Group has established three main business segments: smart equipment manufacturing, renewable energy generation, and comprehensive smart energy [1]. - The company has a significant global presence, with products covering over 70 countries and regions, and has a strong integration advantage across the supply chain [1]. - As of December 2024, Jiuzhou Group will have a cumulative installed capacity of over 2.7 GW in renewable energy power stations, with an additional 1 GW in projects under construction and over 2 GW in development [1]. Group 2: Strategic Initiatives - The management views enhancing the performance of the smart equipment manufacturing segment as a key focus for future growth, aiming to improve capacity utilization and gross margins through scale effects [2]. - A new sales team targeting large clients is being established in Beijing, with plans for an overseas sales team starting in Q3 2024 [2]. - Jiuzhou Group is leveraging partnerships within the energy sector to expand its equipment sales market and drive growth in the transmission and distribution equipment business [2]. Group 3: Market Performance - The order value for the smart distribution network business exceeded 800 million yuan in 2024, representing a year-on-year increase of over 30% [3]. - The company has achieved a historical high in bid amounts, exceeding 260 million yuan in Q1 2025 [3]. - Jiuzhou Group's wind power assets reached an installed capacity of 246 MW by the end of 2024, a year-on-year increase of 100 MW, while solar power assets remained stable at 298.6 MW [3]. Group 4: Project Development - Jiuzhou Group is engaging in equity cooperation for wind and solar power projects with state-owned enterprises, with plans to sell 100% equity of newly connected projects to realize resource and equipment value [4]. - The expected internal rate of return for the decentralized wind + clean energy heating projects is over 10%, benefiting from the advantages of decentralized wind power and decreasing construction costs [4]. Group 5: Market Potential - The potential market for decentralized wind + clean energy heating in Northeast China is substantial, with nearly 300 county-level administrative units and over 3,000 towns [5]. - Jiuzhou Group aims to optimize and adjust its business model based on operational results after launching its first project in Heilongjiang Province, with plans to replicate this model across Northeast and North China [5].
【私募调研记录】量桥投资调研九洲集团
Zheng Quan Zhi Xing· 2025-05-20 00:13
Group 1 - Qizhou Group's smart distribution network business is projected to exceed 800 million yuan in orders for 2024, representing a year-on-year growth of over 30% [1] - In Q1 2025, the company has already secured contracts worth over 260 million yuan, with grid orders accounting for approximately one-third of total orders [1] - The company plans to establish an overseas market team starting Q3 2024, focusing on markets in the Far East, ASEAN, Belt and Road Initiative countries, and BRICS nations [1] Group 2 - The installed capacity for wind power is expected to reach 246 megawatts and solar power capacity to 298.6 megawatts by the end of 2024, with total on-grid electricity generation exceeding 1 billion kilowatt-hours [1] - Qizhou Group aims to continue equity cooperation on wind and solar power projects with central state-owned enterprises, planning to sell 100% equity of already connected projects [1] - The company anticipates a 10% revenue growth target for its new energy generation business and a 30% growth target for its smart distribution network business in 2025 [1] Group 3 - The company is facing challenges in its biomass power generation assets due to fuel shortages, price volatility, and cash flow issues, leading to a planned impairment of 422 million yuan in 2024 [1] - The internal rate of return for distributed wind power and clean energy heating projects can exceed 10%, with power generation revenue accounting for over 90% of total revenue [1] - Qizhou Group has over 1 GW of capacity under construction and approximately 2 GW to 3 GW in the development stage [1]
九洲集团(300040) - 300040九洲集团投资者关系管理信息
2025-05-19 10:16
Company Overview - Jiuzhou Group, founded in 1993, focuses on smart distribution networks and energy sectors, recognized as a leading provider of new power and energy infrastructure [2] - The company is a national key high-tech enterprise and was successfully listed on the Chinese Growth Enterprise Market in 2010 (stock code: 300040) [2] - Jiuzhou Group offers competitive and reliable products and solutions across the entire value chain of power and energy applications, collaborating with ecological partners to create value for customers [2] Business Segments - The company has established three core business segments: smart distribution networks, new energy, and comprehensive energy services, managed by three business groups with over 40 subsidiaries across various provinces [2] - Jiuzhou Group has built a robust operational support platform for research, manufacturing, and marketing, covering 30 provinces and regions [2] Market Position and Achievements - Jiuzhou Group is a key supplier for multiple provincial companies of the State Grid, with products applied in thousands of domestic and international infrastructure projects [2] - The company has received numerous accolades, including being listed among the top 100 private technology enterprises in China and the top 500 in the energy sector [2] Financial Performance and Growth Targets - The company aims for a revenue growth target of 30% for the smart distribution network business in 2025, driven by a focus on large group clients [14] - The new energy generation business targets a 10% revenue growth, supported by ongoing project integrations [14] - The comprehensive energy business also aims for a 10% revenue increase, with projects like distributed wind power and zero-carbon industrial parks [14] Order and Revenue Insights - The smart distribution network business is projected to achieve an order amount exceeding 800 million yuan in 2024, reflecting a year-on-year growth of over 30% [3] - As of Q1 2025, the company has secured contracts worth over 260 million yuan, marking a historical high for the same period [4] International Expansion - The company is building an overseas sales team and establishing direct export capabilities, focusing on markets such as Russia, ASEAN countries, and regions involved in the Belt and Road Initiative [5] Renewable Energy Projects - By the end of 2024, Jiuzhou Group's wind power assets will have a capacity of 246 MW, an increase of 100 MW from the previous year, while solar power capacity remains at 298.6 MW [6][7] - The company has a project reserve of over 1 GW and is developing an additional 2 GW to 3 GW of projects, ensuring sustained growth in the renewable energy sector [13] Challenges and Strategic Adjustments - The biomass power generation sector faced challenges in 2024, leading to a significant impairment loss of 422 million yuan due to operational inefficiencies and market fluctuations [10] - The company plans to adjust its biomass project strategy by enhancing raw material supply stability and optimizing operational processes to improve profitability [10][11] Future Outlook - Jiuzhou Group is optimistic about future growth in the power equipment business, anticipating a new cycle of investment in the distribution network sector driven by national policies and clean energy projects [4]
A股电力股逆势走高,湖南发展涨停,郴电国际、电投产融、淮河能源、乐山电力、九洲集团、大连热电等涨幅居前。
news flash· 2025-05-19 02:17
Core Viewpoint - A-shares in the power sector are rising against the trend, with notable gains in several companies, indicating a potential shift in investor sentiment towards this industry [1] Company Performance - Hunan Development has reached the daily limit increase, reflecting strong investor interest [1] - Other companies showing significant gains include: - Chenzhou Electric International - Electric Power Investment and Financing - Huaihe Energy - Leshan Electric Power - Jiuzhou Group - Dalian Thermal Power [1]
九洲集团(300040) - 关于召开2024年年度股东大会的提示性公告
2025-05-16 11:12
| 证券代码:300040 | 证券简称:九洲集团 | 公告编号:2025-054 | | --- | --- | --- | | 债券代码:123089 | 债券简称:九洲转2 | | 哈尔滨九洲集团股份有限公司 关于召开2024年年度股东大会的提示性公告 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。 哈尔滨九洲集团股份有限公司(以下简称"公司"或"九洲集团")于2025 年4月23日召开的第八届董事会第二十四次会议决议,公司决定于2025年5月22日 召开公司2024年度股东大会(以下简称"本次股东大会"),会议通知已于2025年 4月24日刊登于中国证监会指定的创业板信息披露网站。本次股东大会将采用现 场表决与网络投票相结合的方式进行,根据《公司章程》的有关规定,现将本次 股东大会召开事项提示如下: 一、召开会议的基本情况 1.股东大会届次:召开公司2024年度股东大会(以下简称"本次股东大会")。 2.股东大会的召集人:公司董事会 3.会议召开的合法、合规性:公司第八届董事会第二十四次会议审议通过 了《关于召开2024年度股东大会的议案》,本次会议召 ...
九洲集团(300040) - 关于九洲转2预计触发赎回条件的提示性公告
2025-05-15 08:22
| 证券代码:300040 | 证券简称:九洲集团 公告编号:2025-053 | | --- | --- | | 债券代码:123089 | 债券简称:九洲转2 | 哈尔滨九洲集团股份有限公司 关于九洲转2预计触发赎回条件的提示性公告 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。 特别提示: 1.证券代码:300040,证券简称:九洲集团 2.债券代码:123089,转债简称:九洲转 2 3.转股价格:5.50 元/股 4.转股时间:2021 年 6 月 25 日至 2026 年 12 月 20 日 5.根据《哈尔滨九洲集团股份有限公司向不特定对象发行可转换公司债券募 集说明书》(以下简称"《募集说明书》")中相关约定:"在转股期内,如果公司 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格不低于当期转股 价格的 130%(含 130%),公司有权按照债券面值加当期应计利息的价格赎回全 部或部分未转股的可转换公司债券"。 自 2025 年 4 月 25 日至 2025 年 5 月 15 日,哈尔滨九洲集团股份有限公司股 票已有 10 个交易日的收盘价 ...
九洲集团(300040) - 300040九洲集团投资者关系管理信息
2025-05-14 08:49
哈尔滨九洲集团股份有限公司投资者关系活动记录表 公告编号:2025-002 20、公司与华润新能源的合作进展? 证券代码: 300040 证券简称:九洲集团 | 投资者关系活动 □特定对象调研 □ | 分析师会议 | | --- | --- | | 类别 □ 媒体采访 √ | 业绩说明会 | | □ 新闻发布会 □ | 路演活动 | | □ 现场参观 | | | □ 其他 (请文字说明其他活动内容) | | | 参与单位名称及 投资者网上提问 | | | 人员姓名 | | | 时间 年 月 日 (周一) 下午 2025 5 12 | 15:00~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"(https://ir.p5w.net) | | 采用网络远程的方式召开业绩说明会 | | | 上市公司接待人 1、董事长李寅 | | | 员姓名 2、副董事长,总裁赵晓红 | | | 3、董事会秘书、副总裁李真 | | | 4、独立董事张成武 | | | 5、副总裁、财务总监刘振新 | | | 影响大吗?? | 1、请问贵公司净利润受国家补贴减少或原材料成本波动的 | | 您好,会有一定的影响。 | ...
九洲集团(300040) - 关于参加黑龙江辖区2025年投资者网上集体接待日活动的公告
2025-05-12 10:08
哈尔滨九洲集团股份有限公司 关于参加黑龙江辖区上市公司 2025 年投 | 证券代码:300040 | 证券简称:九洲集团 公告编号:2025-052 | | --- | --- | | 债券代码:123089 | 债券简称:九洲转2 | 哈尔滨九洲集团股份有限公司 2025年05月12日 5 资者网上集体接待日活动的公告 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。 为进一步加强与投资者的互动交流,哈尔滨九洲集团股份有限公司(以 下简称"公司")将参加由黑龙江省上市公司协会与深圳市全景网络有限公司 联合举办的"2025 年黑龙江辖区上市公司投资者集体接待日活动",现将相 关事项公告如下: 本次活动将采用网络远程的方式举行,投资者可登录"全景路演"网站 (http://rs.p5w.net);或关注微信公众号(名称:全景财经);或下载全景 路演APP,参与本次互动交流。活动时间为2025年5月14日(周三)14:00-16:30。 届时公司高管将在线就公司 2024 年度业绩、公司治理、发展战略、 经营状况、 融资计划、股权激励和可持续发展等投资者关心的问题 ...
九洲集团实控人方及2副总裁拟减持 2024年亏损5.45亿
Zhong Guo Jing Ji Wang· 2025-05-12 07:24
持有公司股份251,980股(占本公司总股本比例0.0418%)的股东卢志国计划在公告披露之日起15个交易日 后的3个月内(即2025年6月3日至2025年9月2日)以集中竞价方式减持公司股份62,995股(占公司总股本比 例0.0104%)。 | 股东类别 | 股东名称 | 持股数量 | 占公司总股本 比例 (%) | | --- | --- | --- | --- | | 实际控制人的一致行动人 | 上海牧鑫私募基金管理有限公司一牧 鑫天泽汇 3 号私募证券投资基金 | 10,639,181 | 1.7644 | | 董事、高级管理人员 | 李斌 | 251,980 | 0.0418 | | 高级管理人员 | 卢志国 | 251,980 | 0.0418 | 中国经济网北京5月12日讯九洲集团(300040)(300040.SZ)近日披露了关于股东减持计划的预披露公 告。 据九洲集团公告,持有公司股份10,639,181股(占公司总股本比例1.7644%)的实际控制人的一致行动人上 海牧鑫私募基金管理有限公司-牧鑫天泽汇3号私募证券投资基金计划在公告披露之日起15个交易日后的 3个月内(即2025年6月3 ...
创业板活跃股榜单:26股换手率超20%
Market Performance - The ChiNext Index fell by 0.87%, closing at 2011.77 points, with a total trading volume of 336.03 billion yuan, a decrease of 39.79 billion yuan from the previous trading day [1] - Among the tradable ChiNext stocks, 190 stocks closed higher, with 5 stocks hitting the daily limit up, while 1164 stocks closed lower, with 2 stocks declining over 10% [1] Turnover Rate - The average turnover rate for the ChiNext today was 3.72%, with 26 stocks having a turnover rate exceeding 20% [1] - The stock with the highest turnover rate was Xinlei Co., which closed up by 19.82% with a turnover rate of 65.89% and a trading volume of 0.941 billion yuan [1] Sector Analysis - In terms of sector performance, the mechanical equipment sector had the most stocks with a turnover rate exceeding 20%, followed by the defense and military industry and basic chemicals, each with 4 stocks [2] Institutional Activity - Among the high turnover stocks, 5 were listed on the Dragon and Tiger List, with institutional participation noted in 4 of them [2] - Jiuzhou Group saw a net institutional buy of 3.7684 million yuan, while Huawu Co. experienced a net institutional sell of 12.621 million yuan [2] Capital Flow - In the high turnover stocks, 9 experienced net inflows of main funds, with the highest inflows seen in Kela Software, Shuo Bei De, and Shaanxi Huada, amounting to 513 million yuan, 86.83 million yuan, and 60.29 million yuan respectively [3] - Conversely, Tianyuan Dike, Huawu Co., and Jinlong Electromechanical had the largest net outflows, totaling 297 million yuan, 282 million yuan, and 115 million yuan respectively [3] Earnings Forecast - Among the high turnover stocks, only one stock announced a performance forecast for the first half of the year, with a projected net profit increase of 4.72% for Zhongjie Automobile [3]