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重大利好,来了!八部门明确了;美团一季度收入865.6亿元;小米回应玄戒O1传言→
新华网财经· 2025-05-27 00:19
今日导读 1. 5月26日,商务部、国家发展改革委等8部门发布《加快数智供应链发展专项行动计划》, 明确在农业、制造业、批发业、零售业等重点领域加快数智供应链发展,推动降低全社会物 流成本,培育一批数智供应链领军企业和供应链中心城市。 2. 美团港交所发布财报,第一季度营收865.6亿元人民币,同比增18.1%;调整后净利润 109.5亿元人民币,同比增长46.2%。 3. 5月26日,针对"网传玄戒O1是向Arm定制的芯片"相关提问,小米公司表示:"不是。这 完全是谣言,玄戒O1不是向Arm定制的,研发过程中,也没有采用Arm CSS服务。" 宏观消息 1、 据新华社5月26日消息,中共中央办公厅、国务院办公厅印发《关于完善中国特色现代企业制度的 意见》。意见从坚持和加强党的领导、完善公司治理结构、提升企业科学管理水平、健全企业激励创 新制度、建立健全企业社会责任与企业文化体系、优化企业综合监管和服务体系等方面作出全面系统 部署,重在以制度创新赋能企业发展,进一步释放微观主体活力,培育更富活力、更具韧性、更有竞 争力的现代企业,为以中国式现代化全面推进强国建设、民族复兴伟业提供有力支撑。 2、5月26日,商 ...
【私募调研记录】贤盛投资调研锦富技术
Zheng Quan Zhi Xing· 2025-05-27 00:12
Group 1 - The core viewpoint of the news is that Xian Sheng Investment has conducted research on a listed company, Jinfu Technology, highlighting its strategic significance in the robotics inspection field through its subsidiary, Maizhi Technology [1] - Maizhi Technology has established unique advantages in the robotics inspection sector, collaborating with major companies like Corning and Amazon to customize automated production lines [1] - The robotics business of Maizhi Technology is divided into three directions: robotics inspection, complete line processing, and secondary development, with specific progress already made [1] Group 2 - Maizhi Technology possesses a doctoral team in the robotics inspection field, capable of customizing complete testing solutions, indicating rich technical reserves and experience [1] - The company has advantages in secondary development for inspection-related businesses, with potential clients currently being onboarded [1] - Jinfu Technology has long-term partnerships with companies such as Meta, Amazon, and Microsoft, covering areas like panel testing, VR optical inspection, and cloud server board testing [1]
锦富技术(300128) - 300128锦富技术投资者关系管理信息20250526
2025-05-26 01:18
Group 1: Company Overview and Strategy - The company has established a strategic partnership with leading robotics firms for industrial design and mass production, focusing on high-precision testing in the robotics sector [1][2]. - The company has a unique advantage in optical vision testing and intelligent testing, positioning itself strategically in the robotics testing business [2]. Group 2: Business Development Progress - The company has defined three business directions in the robotics sector: 1. Collaborating on robotics testing projects with domestic and international manufacturers, with small orders expected this year [3]. 2. Engaging in contract manufacturing for an educational robotics company in the U.S. [3]. 3. Custom development for domestic robotic dog manufacturers, with completed customization plans awaiting client feedback [3]. Group 3: Testing and Inspection Capabilities - The company is exploring testing standards in the robotics industry, collaborating with leading firms on various testing processes [4][5]. - The company has a solid technical foundation and experience in robotics testing, having previously developed a complete automation solution for a major client [5]. Group 4: Client Relationships and Collaborations - The company maintains strong partnerships with major U.S. firms such as A Company, Meta, Amazon, and Microsoft, providing various testing and automation solutions [5].
锦富技术(300128) - 关于为子公司提供担保的进展公告
2025-05-23 10:31
公司于 2024 年 4 月 26 日召开第六届董事会第十一次(临时)会议,审议通 过了《关于公司 2024 年度对外担保预计的议案》,并于 2024 年 6 月 28 日召开 2023 年度股东大会审议通过了上述议案,同意公司 2024 年度为全资子公司及控 股子公司的借款提供总计不超过人民币 4.9 亿元的担保额度,其中对全资子公司 泰兴天马化工有限公司(以下简称"天马化工")提供不超过 10,500 万元的担 保额度,且在符合法律法规及相关规定的前提下,各被担保方的额度可以进行调 剂。具体情况请详见公司于 2024 年 4 月 29 日在巨潮资讯网(www.cninfo.com.cn) 披露的《关于公司 2024 年度对外担保预计的公告》(公告编号:2024-035)。 根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自 律监管指引第 2 号——创业板上市公司规范运作》及相关法律法规的规定,现将 具体担保进展情况披露如下: 二、上述担保进展情况 证券代码:300128 证券简称:锦富技术 公告编号:2025-030 苏州锦富技术股份有限公司 关于为子公司提供担保的进展公告 本公司及董事会 ...
锦富技术(300128) - 300128锦富技术投资者关系管理信息20250516
2025-05-16 13:12
股票代码:300128 股票简称:锦富技术 苏州锦富技术股份有限公司投资者关系活动记录表 编号:2025-001 投资者关系活动类 别 □特定对象调研 □分析师会议 □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) 参与单位名称及人 员姓名 线上参与锦富技术 2024 年年度业绩网上说明会的投资 者 时间 2025 年 05 月 16 日(星期五)下午 15:00-17:00 地点 "约调研"微信小程序 上市公司接待人员 姓名 董事长兼总经理:顾清先生 独立董事:于元良先生 财务总监:张锐先生 董事会秘书:殷俊先生 投资者关系活动主 要内容介绍 1、问:年报提及迈致科技资产组合并商誉预计减值 5,000 万元至 7,000 万元,这对公司财务状况影响较大,请问公 司是基于怎样的评估标准和市场情况做出这一减值判断 的?未来如何加强对商誉减值风险的管控,避免类似大 额减值再次发生? 答:尊敬的投资者,您好!受行业市场竞争加剧及客户需 求减少等因素的影响,本年度子公司迈致科技的业务开 展不及预期,公司收购的迈致科技资产组所形成的合并 商誉在本年度末发生减值迹象。本年度 ...
7.70亿主力资金净流入,BC电池概念涨1.27%
BC电池概念资金流入榜 截至5月13日收盘,BC电池概念上涨1.27%,位居概念板块涨幅第9,板块内,29股上涨,协鑫集成涨 停,同享科技、通威股份、中来股份等涨幅居前,分别上涨8.64%、7.56%、6.76%。跌幅居前的有*ST 云网、海目星、锦富技术等,分别下跌4.40%、3.20%、2.69%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅(%) | 概念 | 今日涨跌幅(%) | | --- | --- | --- | --- | | 中韩自贸区 | 3.03 | 中船系 | -3.40 | | 航运概念 | 2.51 | 国产航母 | -2.37 | | 硅能源 | 2.30 | 军工信息化 | -2.16 | | 环氧丙烷 | 1.95 | 太赫兹 | -2.14 | | 阿尔茨海默概念 | 1.74 | 军民融合 | -1.99 | | HJT电池 | 1.61 | 航空发动机 | -1.85 | | 钙钛矿电池 | 1.58 | 商业航天 | -1.76 | | TOPCON电池 | 1.50 | 卫星导航 | -1.75 | | BC电池 | 1.27 | 大飞机 | -1.74 | ...
锦富技术2024年营收17.97亿元,今年Q1亏损4978.58万元
Ju Chao Zi Xun· 2025-04-29 07:39
Financial Performance - In 2024, the company achieved operating revenue of 1.8 billion yuan, a year-on-year increase of 3.13% compared to 1.74 billion yuan in 2023 [1] - The net loss attributable to shareholders was 267.17 million yuan, a decrease of 19.27% from a loss of 224.01 million yuan in 2023 [1] - The net cash flow from operating activities was -323.72 million yuan, representing a decline of 78.48% compared to -181.38 million yuan in 2023 [1] Business Segments - The company executed a "consumer electronics + new energy" dual-drive strategy, with consumer electronics revenue stabilizing and increasing by 70.32% to 466 million yuan [2] - New energy business revenue accounted for 30% of total revenue, growing by 25.73%, with lithium battery components making up 27.99% of this segment [2] Production and R&D - The subsidiary Jiangsu Jiashe's new production lines for PC displays and modules commenced operations in April 2024, with a monthly capacity of 50,000 units for displays and 80,000 units for modules [2] - The company invested 75.62 million yuan in R&D in 2024, representing 4.21% of operating revenue, and holds a total of 422 patents [2] Future Outlook - The company aims to transform into a new materials-focused listed company over the next 3 to 5 years, emphasizing high-performance materials in thermal management, high-end bonding, and electrochemical applications [5] - The ongoing dual-drive strategy is expected to enhance production efficiency and market share through resource integration, process innovation, and cost reduction [5]
锦富技术2025年一季度营收增长16.5% 热管理材料等领域取得显著进展
Core Viewpoint - Jinfu Technology (300128) reported a revenue of 451 million yuan in Q1 2025, representing a year-on-year growth of 16.5% [1] Group 1: Business Overview - Jinfu Technology specializes in the R&D, manufacturing, sales, and technical services of precision components for electronic products, liquid crystal display modules (LCM and BLU), intelligent detection, and automation equipment, with applications across consumer electronics, automotive, medical, and new energy sectors [1] - The company is actively transitioning towards high-tech and high-value-added industries, achieving significant progress in thermal management materials and fine chemical materials [1] Group 2: Product Development and Market Demand - The demand for efficient and reliable thermal management materials is increasing due to rising consumer expectations for electronic product performance and the rapid development of the new energy vehicle industry, with the global thermal management market projected to reach $26.1 billion by 2028 [2] - Jinfu Technology's graphene electric heating film products have entered the supply chains of major clients such as Geely, SAIC, BYD, General Motors, and Xiaomi, providing heating solutions for new energy vehicles [1][2] - The company has developed a low-conductivity coolant that has completed road test verification with a leading domestic new energy vehicle manufacturer, enhancing the safety and efficiency of cooling systems [1] Group 3: Strategic Initiatives - Jinfu Technology has established a dual-driven development strategy focusing on "consumer electronics + new energy," continuously deepening its presence in the consumer electronics market while actively expanding the application of graphene thermal materials [2] - The company has initiated a project for a fluorine-free binder for batteries, which has achieved a preliminary production capacity of thousands of tons and has received positive feedback from over 20 domestic battery manufacturers [2] - Jinfu Technology aims to transform into a new materials listed company within 3 to 5 years, targeting a sales revenue of 2.7 billion yuan for the fiscal year 2025 [3]
锦富技术(300128) - 2024 Q4 - 年度财报
2025-04-29 02:30
Financial Performance - The company reported a significant loss for the fiscal year, with specific reasons and improvement measures detailed in the management discussion section[4]. - The company plans not to distribute cash dividends, issue bonus shares, or increase capital from reserves[5]. - The company's operating revenue for 2024 was CNY 1,797,491,094.52, representing a 3.13% increase compared to CNY 1,742,945,953.02 in 2023[22]. - The net profit attributable to shareholders was a loss of CNY 267,170,910.35 in 2024, which is a 19.27% increase in loss from CNY 224,007,511.01 in 2023[22]. - The cash flow from operating activities showed a net outflow of CNY 323,722,459.50, a significant decline of 78.48% from CNY -181,375,998.95 in the previous year[22]. - The total assets at the end of 2024 were CNY 3,219,162,137.93, down 18.11% from CNY 3,931,061,272.55 at the end of 2023[22]. - The net assets attributable to shareholders decreased by 32.44% to CNY 785,885,586.07 in 2024 from CNY 1,163,262,525.58 in 2023[22]. - The basic and diluted earnings per share for 2024 were both CNY -0.2082, reflecting a 4.89% increase in loss compared to CNY -0.1985 in 2023[22]. - The company reported a total of CNY 150,304,699.53 in non-recurring gains and losses for 2024, compared to CNY 109,278,919.94 in 2023[28]. - The company experienced a significant increase in non-recurring gains from the disposal of non-current assets, amounting to CNY 56,950,045.89 in 2024, compared to CNY 1,138,861.45 in 2023[28]. Market and Industry Trends - The global commercial display market is projected to grow from $56.71 billion in 2024 to $79.51 billion by 2029, driven by digital transformation and smart city initiatives[32]. - Global tablet shipments are expected to reach 39.9 million units in Q4 2024, with an annual total of 147.6 million units, reflecting a year-on-year growth of 9.2%[33]. - The Chinese PC monitor market is forecasted to see total shipments of 27.05 million units in 2024, representing a year-on-year increase of 3.3%[34]. - The Chinese TV market is projected to have retail sales of 30.86 million units in 2024, with a slight decline of 1.8%, but retail revenue is expected to grow by 15.7%[35]. - The global smartphone market is anticipated to grow by 7% in 2024, reaching total shipments of 1.22 billion units, with China's market expected to see a 4% increase to 285 million units[36]. - AI-enabled smartphones are projected to account for 16% of global smartphone shipments in 2024, with a compound annual growth rate of 63% from 2023 to 2028[37]. - The global wearable device market is expected to see a shipment of 190 million units in 2024, with China's market growing by 19.3% to 61.16 million units[38]. - The Chinese lithium battery market is projected to see a shipment of 1,545.1 GWh in 2024, with a year-on-year growth of 28.5%, and China's share is expected to be 78.6%[40]. - The smart manufacturing equipment market in China is expected to grow from 3.2 trillion yuan in 2023 to 3.4 trillion yuan in 2024, with growth rates of 19.4% and 6.3% respectively[39]. Business Strategy and Operations - The company is focusing on expanding its market presence and developing new technologies, particularly in the fields of lithium batteries and advanced materials[4]. - The company has optimized its business structure by divesting from power equipment maintenance and installation services, focusing on consumer electronics and new energy sectors[44]. - The main products include lithium battery components, which enhance the safety performance of new energy vehicles by preventing thermal runaway[44]. - The company is developing new products such as graphene heating films for automotive seats, which offer high efficiency and safety[45]. - The company is focusing on optimizing the supply chain and reducing costs for graphene heating products, which are currently limited to high-end vehicle applications[54]. - The company plans to enhance its automation production lines and improve product testing integration to ensure quality and reliability while reducing costs[58]. - The company aims to expand its product line by introducing new materials and enhancing customer offerings, particularly in the automotive sector[87]. - The company is focusing on improving its cash flow management due to the significant discrepancies between operating cash flow and net profit[90]. Research and Development - The company’s R&D investment amounted to ¥75,619,606.17 in 2024, representing 4.21% of operating revenue, a decrease from 4.59% in 2023[87]. - The company is developing a multi-functional testing fixture for smartphone screens, aiming to enhance revenue opportunities in the smartphone testing field[85]. - A new VR virtual image distance testing system has been completed, improving testing accuracy and providing revenue opportunities in the VR device testing sector[86]. - The company is advancing a high-performance graphene heat dissipation film, targeting applications in smartphones and electric vehicles, which presents new material revenue opportunities[86]. - The company is developing a fluorine-free lithium battery binder, with small-scale trial production underway, aimed at providing new revenue opportunities in the new energy sector[86]. Corporate Governance and Management - The company has appointed Zhongshun Zhonghuan Accounting Firm as its auditor for the reporting period[21]. - The company’s management team has been strengthened through elections and external recruitment, ensuring a solid foundation for long-term development[63]. - The board of directors consists of 1 internal director, 2 external directors, and 2 independent directors, complying with regulatory requirements[139]. - The company has established a fair and effective performance evaluation and incentive mechanism for senior management[140]. - The company ensures timely and accurate information disclosure, with a designated board secretary responsible for investor relations[140]. - The company has a diverse board with members holding various professional backgrounds, including finance and law[148]. - The company is focused on maintaining stability in its leadership to support ongoing business operations[146]. Environmental and Social Responsibility - The company has implemented various pollution control measures, including a waste gas treatment facility with a capacity of 10,000 m³/h[186]. - The company has established a wastewater treatment station with a processing capacity of 500 tons per day[186]. - The company utilizes an automatic online monitoring system for wastewater and waste gas discharge, ensuring real-time data upload to regulatory platforms[187]. - The company has filed an emergency response plan for environmental incidents with the Tai Xing Ecological Environment Bureau on June 16, 2022, which includes an environmental risk assessment report and emergency resource investigation report[188]. - Environmental governance expenditures include CNY 120,000 for air pollution control, CNY 96,100 for wastewater treatment, CNY 175,100 for hazardous waste disposal, and CNY 6,308.9 for environmental protection tax[188]. Future Outlook and Goals - The company aims to achieve a sales revenue of CNY 2.7 billion (27,000.00 million) in 2025, focusing on consumer electronics, new energy, and chemical materials businesses[126]. - The company plans to control sales costs within CNY 2.23 billion (223,000.00 million) for 2025[126]. - The total expenses for 2025, including taxes, sales, management, R&D, and financial expenses, are projected to be CNY 450 million (45,000.00 million)[127]. - The company intends to secure bank loans totaling CNY 1.5 billion (150,000.00 million) in 2025 to support its operational goals[127]. - The company will enhance management efficiency by optimizing organizational structure and human resource allocation, aiming for improved operational decision-making efficiency[122].
锦富技术2025年一季度营收增长16.5% 加速向高科技产业转型
Cai Fu Zai Xian· 2025-04-29 02:18
Core Viewpoint - Jinfu Technology (300128.SZ) reported a revenue of 451 million yuan in Q1 2025, marking a 16.5% year-on-year growth, driven by its strategic shift towards high-tech and high-value-added industries, particularly in thermal management and fine chemical materials [1] Group 1: New Material Business Development - The company has made significant progress in thermal management materials, with graphene electric heating film products entering the supply chains of major clients like Geely, SAIC, BYD, General Motors, and Xiaomi, providing heating solutions for electric vehicles [2] - Jinfu Technology's self-developed low-conductivity cooling agent has completed road tests with a leading domestic new energy vehicle manufacturer, demonstrating excellent performance and enhancing the safety and efficiency of cooling systems in electric vehicles [2] - The company is also promoting aerogel materials as a key supplier for battery thermal insulation solutions, with applications extending to aerospace [2] Group 2: Fine Chemical Materials - Jinfu Technology's one-ton battery fluorine-free binder project has achieved initial production capacity at the kiloton level, with positive feedback from over 20 domestic battery manufacturers [3] - The fluorine-free binder is a critical material for battery anodes, and the company's products have shown industry-leading performance metrics in tests conducted by a major domestic lithium battery client [3] - The rapid expansion of the global new energy vehicle and energy storage markets presents significant market potential for this business segment [3] Group 3: Dual-Drive Strategy - The management has implemented a "Consumer Electronics + New Energy" dual-drive strategy, focusing on the consumer electronics market while expanding applications of graphene thermal materials [4] - The growth in the new energy vehicle sector, supported by national policies promoting equipment upgrades and trade-in programs, provides strong momentum for product volume increases [4] - Jinfu Technology aims to leverage domestic substitution opportunities arising from global supply chain adjustments, enhancing its competitive advantage through independent research and development and industry-academia collaboration [4]