PPF(300258)

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精锻科技股价涨5.25%,恒越基金旗下1只基金重仓,持有9.51万股浮盈赚取7.7万元
Xin Lang Cai Jing· 2025-09-16 02:41
Group 1 - The core viewpoint of the news is the performance and market position of Jiangsu Pacific Precision Forging Technology Co., Ltd., which saw a stock price increase of 5.25% to 16.25 CNY per share, with a total market capitalization of 9.507 billion CNY [1] - The company specializes in manufacturing automotive differential gears, transmission gears, and components for electric vehicles, with a revenue composition of 74.67% from gear and shaft products, 22.98% from assemblies, and 2.35% from other sources [1] - The trading volume for the stock was 375 million CNY, with a turnover rate of 4.12% [1] Group 2 - Hengyue Fund holds a significant position in Jiangsu Pacific Precision Forging Technology, with its Hengyue Smart Technology Mixed A Fund (019257) owning 95,100 shares, representing 4.13% of the fund's net value [2] - The fund has achieved a year-to-date return of 20.92% and a one-year return of 64.43%, ranking 4067 out of 8174 and 1938 out of 7982 respectively in its category [2] - The fund manager, Yang Zao, has been in position for 1 year and 305 days, with the best return during this period being 30.74% and the worst being -22.56% [3]
研报掘金丨东方证券:维持精锻科技“买入”评级,目标价15.98元
Ge Long Hui A P P· 2025-09-15 06:49
Core Viewpoint - The report from Dongfang Securities indicates that Jingzhu Technology's net profit attributable to shareholders for the first half of the year was 61 million yuan, a year-on-year decrease of 35.2%, with a non-recurring net profit of 45 million yuan, down 40.6% year-on-year [1] Financial Performance - In Q2, the net profit attributable to shareholders was 20.41 million yuan, reflecting a year-on-year decrease of 56.2% and a quarter-on-quarter decrease of 49.2% [1] - The decline in profitability is attributed to a drop in sales from key customers at the Tianjin subsidiary, intensified competition in the automotive parts industry, and the need to pay back income taxes [1] Future Outlook - It is expected that profitability will improve in the second half of the year as the Thai factory begins production and new customer projects ramp up [1] - The first phase of equipment capacity at the Thai factory is in place, with production expected to accelerate in Q3, and customer orders are currently strong [1] - The company plans to expedite the construction of the second phase of capacity, with full production anticipated by Q1 next year [1] Market Expansion - The establishment of the Thai factory and the French subsidiary is expected to help the company explore new business and projects in North America and Europe, thereby opening up overseas growth opportunities [1] - The company has a comprehensive layout in the robotics industry, covering everything from upstream components to robotic joint assemblies, with the robotics business seen as a promising second growth curve [1] Valuation - The average PE valuation for comparable companies in 2025 is 47 times, with a target price set at 15.98 yuan, maintaining a "buy" rating [1]
精锻科技股价涨5.01%,永赢基金旗下1只基金位居十大流通股东,持有2314.28万股浮盈赚取1735.71万元
Xin Lang Cai Jing· 2025-09-15 03:27
Group 1 - The core viewpoint of the news is the performance and market position of Jiangsu Pacific Precision Forging Technology Co., Ltd., which saw a stock price increase of 5.01% to 15.73 CNY per share, with a total market capitalization of 9.203 billion CNY [1] - The company, established in December 1992 and listed in August 2011, specializes in automotive components, including differential gears, transmission gears, and parts for electric vehicles, with a revenue composition of 74.67% from gear shafts, 22.98% from assemblies, and 2.35% from other sources [1] - The trading volume for the stock was 418 million CNY, with a turnover rate of 4.75% [1] Group 2 - Among the top shareholders, Yongying Fund's advanced manufacturing mixed fund (018124) entered the top ten shareholders in the second quarter, holding 23.1428 million shares, which is 4.47% of the circulating shares, with an estimated floating profit of approximately 17.3571 million CNY [2] - The fund was established on May 4, 2023, with a current scale of 2.976 billion CNY, achieving a year-to-date return of 81.67% and a one-year return of 211.34% [2]
精锻科技(300258):海外产能建设持续推进 完善机器人布局
Xin Lang Cai Jing· 2025-09-14 00:37
Group 1: Financial Performance - In the first half of the year, the company's operating revenue was 987 million yuan, a year-on-year decrease of 2.0% [1] - The net profit attributable to shareholders was 61 million yuan, down 35.2% year-on-year, while the net profit excluding non-recurring items was 45 million yuan, a decrease of 40.6% year-on-year [1] - In the second quarter, operating revenue was 474 million yuan, a year-on-year decrease of 5.8% and a quarter-on-quarter decrease of 7.4% [1] Group 2: Business Outlook - The company expects improved profitability in the second half of the year due to the production launch of the Thailand factory and the ramp-up of new customer projects [1] - The company is actively developing customers in Tianjin and expects to see a steady increase in capacity utilization as new projects in Chongqing and Ningbo enter mass production [2] - The Thailand factory's first phase is fully equipped, with production expected to accelerate in the third quarter, and the second phase of capacity construction is underway [2] Group 3: Strategic Initiatives - The company has invested in Glanro Intelligent Robotics, acquiring a 10% stake for 50 million yuan, to enhance its robotics industry layout [3] - The company is establishing a joint venture with Tianjin Aima to develop robotic joint components, indicating a comprehensive approach to the robotics sector [3] - The company has a robust project pipeline with 27 new projects initiated and 13 new projects entering mass production, indicating strong growth potential in the second half of the year [2][3]
东方证券-精锻科技-300258-海外产能建设持续推进,完善机器人布局-250913
Xin Lang Cai Jing· 2025-09-13 17:38
Group 1 - The company's revenue for the first half of the year was 987 million yuan, a year-on-year decrease of 2.0%, with a net profit attributable to shareholders of 61 million yuan, down 35.2% year-on-year [1] - In Q2, the company reported revenue of 474 million yuan, a year-on-year decrease of 5.8%, and a net profit of approximately 20.41 million yuan, down 56.2% year-on-year [1] - The company plans to distribute a cash dividend of 0.35 yuan for every 10 shares to all shareholders [1] Group 2 - The revenue from the fuel vehicle and new energy businesses for the first half of the year was 675 million yuan and 278 million yuan, respectively, with year-on-year changes of -7.9% and +15.7% [2] - The overall capacity utilization rate is currently low, but it is expected to improve as new projects in Chongqing and Ningbo enter mass production [2] - The company has 27 new projects in the pipeline and expects better growth in the second half of the year compared to the first half [2] Group 3 - The company has invested in a joint venture with Tianjin Aima to develop robotic joint components and participated in a financing round for Glanro Intelligent Robotics, acquiring a 10% stake for 50 million yuan [3] - The collaboration with Huazhong University of Science and Technology focuses on developing robots for specific operational scenarios, indicating a comprehensive layout in the robotics industry [3] Group 4 - The profit forecast for the company has been adjusted, with expected net profits attributable to shareholders of 199 million yuan, 247 million yuan, and 289 million yuan for 2025-2027 [4] - The target price is set at 15.98 yuan, maintaining a buy rating based on an average PE valuation of 47 times for comparable companies in 2025 [4]
精锻科技(300258) - 国投证券股份有限公司关于江苏太平洋精锻科技股份有限公司2025年半年度跟踪报告
2025-09-11 09:02
国投证券股份有限公司 关于江苏太平洋精锻科技股份有限公司 2025年半年度跟踪报告 | 保荐人名称:国投证券股份有限公司 | 被保荐公司简称:精锻科技(300258) | | --- | --- | | 保荐代表人姓名:徐 恩 | 联系电话:021-55518888 | | 保荐代表人姓名:徐荣健 | 联系电话:021-55518700 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 公司信息披露审阅情况 1. | | | (1)是否及时审阅公司信息披露文件 | 是 | | (2)未及时审阅公司信息披露文件的次数 | 无 | | 2. 督导公司建立健全并有效执行规章制度的情况 | | | (1)是否督导公司建立健全规章制度(包括但不限于 | | | 防止关联方占用公司资源的制度、募集资金管理制 | 是 | | 度、内控制度、内部审计制度、关联交易制度) | | | (2)公司是否有效执行相关规章制度 | 是 | | 3. 募集资金监督情况 | | | (1)查询公司募集资金专户次数 | 1次 | | (2)公司募集资金项目进展是否与信息披露文件一致 | 是 | | 公司治理督 ...
精锻科技跌2.08%,成交额3.11亿元,主力资金净流出5010.71万元
Xin Lang Cai Jing· 2025-09-10 03:22
Company Overview - Jiangsu Pacific Precision Forging Technology Co., Ltd. is located in Jiangyan District, Taizhou, Jiangsu Province, established on December 9, 1992, and listed on August 26, 2011 [1] - The company's main business includes automotive differential bevel gears, automotive transmission gears, transmission shafts, electronic differential lock gears, synchronizer rings, clutch drive hubs, parking gears, electric motor shafts and differential assemblies for new energy vehicles, and high-end agricultural machinery gears [1] Financial Performance - As of June 30, 2025, the company achieved operating revenue of 987 million yuan, a year-on-year decrease of 2.00%, and a net profit attributable to shareholders of 60.6 million yuan, a year-on-year decrease of 35.23% [2] - The company has cumulatively distributed 604 million yuan in dividends since its A-share listing, with 181 million yuan distributed in the last three years [3] Stock Performance - On September 10, the stock price of Precision Forging Technology fell by 2.08%, trading at 15.05 yuan per share, with a total market capitalization of 8.805 billion yuan [1] - Year-to-date, the stock price has increased by 69.65%, with a 6.66% increase over the last five trading days, a 3.08% increase over the last 20 days, and a 16.31% increase over the last 60 days [1] Shareholder Structure - As of June 30, 2025, the number of shareholders increased to 33,700, up 11.35% from the previous period, with an average of 15,351 circulating shares per shareholder, a decrease of 6.79% [2] - The second-largest circulating shareholder is Yongying Advanced Manufacturing Mixed Fund A, holding 23.14 million shares as a new shareholder [3]
精锻科技涨2.15%,成交额2.57亿元,主力资金净流出897.59万元
Xin Lang Zheng Quan· 2025-09-09 03:39
Company Overview - Jiangsu Pacific Precision Forging Technology Co., Ltd. is located in Jiangyan District, Taizhou, Jiangsu Province, established on December 9, 1992, and listed on August 26, 2011 [1] - The company's main business includes automotive differential bevel gears, automotive transmission gears, automotive transmission shafts, electronic differential lock gears, synchronizer rings, clutch drive hubs, parking gears, electric motor shafts and differential assemblies for new energy vehicles, and high-end agricultural machinery gears [1] Financial Performance - As of June 30, 2025, the company achieved operating revenue of 987 million yuan, a year-on-year decrease of 2.00%, and a net profit attributable to shareholders of 60.6 million yuan, a year-on-year decrease of 35.23% [2] - The company has cumulatively distributed 604 million yuan in dividends since its A-share listing, with 181 million yuan distributed in the last three years [3] Stock Performance - The stock price of Precision Forging Technology increased by 71.57% year-to-date, with a recent 5-day increase of 2.77%, a 20-day increase of 7.26%, and a 60-day increase of 17.08% [1] - As of September 9, the stock was trading at 15.22 yuan per share, with a market capitalization of 8.904 billion yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders increased to 33,700, up by 11.35%, while the average circulating shares per person decreased by 6.79% to 15,351 shares [2] - The second-largest circulating shareholder is Yongying Advanced Manufacturing Mixed Fund A, holding 23.14 million shares, while Qianhai Kaiyuan Jiaxin Mixed Fund A is the ninth-largest, holding 2.43 million shares, both being new shareholders [3] Market Position - The company belongs to the automotive industry, specifically in the automotive parts sector, focusing on chassis and engine systems [2] - It is associated with concepts such as small-cap stocks, reducers, humanoid robots, robot concepts, and BYD concepts [2]
调研速递|精锻科技接受民生证券等5家机构调研 透露多项业务关键要点
Xin Lang Cai Jing· 2025-09-08 10:05
Core Viewpoint - Jiangsu Pacific Precision Forging Technology Co., Ltd. has provided significant insights into its export, robotics, and automotive businesses during a recent institutional research meeting [1] Group 1: Export Business - The impact of US-China tariffs on the company's export business is primarily borne by customers, with the company shifting production of long-lifecycle products to its factory in Thailand to mitigate this impact [2] - New business developments are also being arranged for production in Thailand [2] Group 2: Robotics Business - The company aims to develop autonomous research, design, manufacturing, and testing capabilities for robotic joint reducers, with ongoing progress in various projects [2] - Collaboration with Greeley on module development is proceeding as planned, with relevant samples delivered and new projects under development [2] - The product planning for the robotics business focuses on joint reducers, joint module assemblies, and structural components [2] Group 3: Stock Buyback - The company has repurchased shares worth 100 million yuan, with a total buyback plan of 100 to 200 million yuan [2] - Revenue for the second half of the year is expected to outperform the same period last year based on preliminary trends [2] Group 4: Automotive Business - The company plans to diversify its product offerings in the domestic market, focusing on new energy axle gear and lightweight businesses to maintain stable growth [2] - Future expansion will target overseas markets, utilizing the Thailand factory to serve North America and Southeast Asia [2] - Production capacity will be flexibly adjusted between domestic and overseas factories based on market demand to enhance overall capacity utilization [2] Group 5: Pricing Strategy - The company adopts a localized pricing strategy for its overseas factories, recalculating prices based on local production costs rather than implementing a global uniform pricing model [2]
精锻科技(300258) - 2025年9月4日投资者关系活动记录表
2025-09-08 09:24
Group 1: Export Business and Taxation - The impact of US-China tax rates on export business is primarily borne by customers, with the company shifting production of long-life products to its Thailand factory to mitigate tariff effects [2] - New business developments are also being arranged in the Thailand factory [2] Group 2: Robotics and Product Development - The company aims to establish independent R&D, design, manufacturing, and testing capabilities for robotic joint modules, with current progress on track [2] - Collaboration with Glarner on module development is proceeding as planned, with relevant samples already delivered and new projects in development [2] Group 3: Stock Buyback and Financial Performance - As of now, the company has repurchased 100 million yuan of stock, with a total buyback plan of 100-200 million yuan, set to continue until November 22, 2025 [2] - Despite revenue impacts in Q2, the company has seen an increase in gross margin, indicating stable production, with expectations for better performance in H2 compared to the previous year [3] Group 4: Automotive Business Strategy - The company plans to diversify its product offerings in the domestic market while focusing on new energy axle gear and lightweight businesses to maintain stable growth [3] - The overseas market will be a key focus for expansion, with the Thailand factory servicing North America and Southeast Asia [3] - Production costs will be calculated locally, with pricing adjusted accordingly rather than using a global pricing strategy [3]