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精锻科技:累计回购约939万股
Mei Ri Jing Ji Xin Wen· 2025-09-01 12:35
Group 1 - The company, Jingzhuan Technology, announced a share buyback of approximately 9.39 million shares, accounting for 1.6045% of its total share capital, with a total transaction amount of about 101 million yuan [1] - The share buyback was conducted through centralized bidding, with the lowest transaction price at 8.37 yuan per share and the highest at 12.84 yuan per share [1] - As of the report date, the market capitalization of Jingzhuan Technology is 8.4 billion yuan [1] Group 2 - For the first half of 2025, the revenue composition of Jingzhuan Technology is as follows: passenger car business (fuel vehicles) accounts for 68.42%, passenger car business (electric vehicles) accounts for 28.22%, and other businesses account for 3.36% [1]
精锻科技(300258) - 关于回购公司股份实施进展的公告
2025-09-01 12:27
证券代码:300258 证券简称:精锻科技 公告编号:2025-097 江苏太平洋精锻科技股份有限公司 关于回购公司股份实施进展的公告 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。 江苏太平洋精锻科技股份有限公司(以下简称"公司")于2024年11月4日召 开第五届董事会第五次会议,于2024年11月22日召开2024年第二次临时股东大会, 审议通过了《关于回购公司股份方案的议案》,同意公司使用自有资金和银行回购 贷款以集中竞价交易的方式回购公司部分社会公众股份,用于减少注册资本及实施 员工持股计划或股权激励。本次用于回购股份的资金总额不低于人民币10,000万元 (含本数),不超过人民币20,000万元(含本数);回购价格不超过人民币13.00 元/股(含本数);本次回购股份的实施期限为自公司股东大会审议通过本次回购 股份方案之日起12个月内。具体内容详见公司在巨潮资讯网(www.cninfo.com.cn) 披露的《关于回购公司股份方案的公告》(公告编号:2024-068)及《回购报告书》 (公告编号:2024-076)。 公司回购股份时间、回购股份数量 ...
精锻科技涨2.02%,成交额1.68亿元,主力资金净流出98.91万元
Xin Lang Cai Jing· 2025-08-29 03:08
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 specializes in automotive differential bevel gears, transmission gears, transmission shafts, electronic differential lock gears, synchronizer rings, clutch drive hubs, parking gears, electric motor shafts and assemblies for new energy vehicles, and gears for high-end agricultural machinery [1] Financial Performance - As of June 30, 2025, the company reported a revenue of 987 million yuan, a year-on-year decrease of 2.00%, and a net profit attributable to shareholders of 60.60 million yuan, down 35.23% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 604 million yuan, with 181 million yuan distributed over the past three years [3] Stock Performance - As of August 29, the stock price increased by 2.02% to 14.11 yuan per share, with a trading volume of 168 million yuan and a turnover rate of 2.14%, resulting in a total market capitalization of 8.255 billion yuan [1] - Year-to-date, the stock price has risen by 59.06%, with a recent decline of 4.34% over the last five trading days, a 3.67% increase over the last 20 days, and a 4.28% increase over the last 60 days [1] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 11.35% to 33,700, with an average of 15,351 circulating shares per person, 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, while Qianhai Kaiyuan Jiaxin Mixed Fund A ranks ninth with 2.43 million shares, also a new shareholder [3]
【2025年半年度报告点评/精锻科技】25H1业绩短期承压,人形机器人+出海打开增长空间
东吴汽车黄细里团队· 2025-08-28 13:50
Core Viewpoint - The company reported a decline in revenue and net profit for the first half of 2025, indicating challenges in maintaining profitability amidst competitive pressures in the industry [3][10]. Financial Performance - In H1 2025, the company achieved revenue of 987 million yuan, a year-on-year decrease of 2.0%. 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 decline of 40.63% [3]. - For Q2 2025, revenue was 474 million yuan, with year-on-year and quarter-on-quarter declines of 5.75% and 7.42%, respectively. The net profit attributable to shareholders was 20 million yuan, down 56.22% year-on-year and 49.20% quarter-on-quarter [3]. Profitability Metrics - The net profit margin for H1 2025 was 6.1%, a decrease of 3.2 percentage points year-on-year. The gross profit margin was 24.52%, an increase of 0.1 percentage points year-on-year. In Q2 2025, the net profit margin was 4.30%, down 4.96 percentage points year-on-year and 3.54 percentage points quarter-on-quarter [4]. Expense Ratios - The expense ratio for H1 2025 was 17.1%, an increase of 0.62 percentage points year-on-year. The breakdown of expenses included sales (0.5%), management (7.9%), finance (2.3%), and R&D (6.3%), with varying year-on-year changes [5]. Segment Revenue - Revenue from gear shaft products was 725 million yuan, down 1.26% year-on-year, with a gross margin of 22.67%, a decrease of 1.13 percentage points. Revenue from assembly products was 223 million yuan, down 3.84% year-on-year, with a gross margin of 24.49%, a decrease of 0.34 percentage points [6]. Global Expansion - The company is advancing its global footprint with the imminent production of its Thailand factory, which has completed initial sample deliveries and is expected to ramp up production in Q3 2025. Additionally, a new subsidiary has been established in Lyon, France, to enhance market penetration [7]. Strategic Initiatives - The company is making progress in the development of robotic reducers, with research and development activities starting in H2 2023 and sample products expected by November 2024. A joint venture with a well-known industrial robot brand was established in March 2025, and a 10% stake in a smart robotics company was acquired in June 2025 [8]. Dividend Distribution - The company plans to distribute a cash dividend of 0.35 yuan per share (before tax), totaling 20.15 million yuan, which represents 33.25% of the net profit attributable to shareholders for H1 2025 [9]. Profit Forecast and Investment Rating - Due to intense industry competition and a decline in performance, the company has revised its net profit forecasts for 2025-2027 down to 189 million, 237 million, and 298 million yuan, respectively. Despite this, the company maintains a "buy" rating, anticipating positive contributions from new projects and the Thailand factory [10].
精锻科技(300258):25H1业绩短期承压 人形机器人+出海打开增长空间
Xin Lang Cai Jing· 2025-08-28 12:41
Core Viewpoint - The company reported a decline in revenue and net profit for the first half of 2025, indicating challenges in profitability and operational efficiency [1][2][3]. Financial Performance - In H1 2025, the company achieved revenue of 987 million yuan, a year-on-year decrease of 2.0%, and a net profit attributable to shareholders of 61 million yuan, down 35.2% year-on-year [1]. - The Q2 2025 revenue was 474 million yuan, with year-on-year and quarter-on-quarter declines of 5.75% and 7.42%, respectively [1]. - The net profit for Q2 2025 was 20 million yuan, reflecting a significant drop of 56.22% year-on-year and 49.20% quarter-on-quarter [1]. - The company's net profit margin for H1 2025 was 6.1%, down 3.2 percentage points year-on-year, while the gross profit margin was 24.52%, up 0.1 percentage points [1]. Product Segment Performance - Revenue from gear shaft products was 725 million yuan, a decrease of 1.26% year-on-year, with a gross margin of 22.67%, down 1.13 percentage points [2]. - Revenue from assembly products was 223 million yuan, down 3.84% year-on-year, with a gross margin of 24.49%, down 0.34 percentage points [2]. Strategic Developments - The company is advancing its global expansion with the imminent production launch of its Thailand factory, which has completed initial sample deliveries and is expected to ramp up production in Q3 2025 [2]. - The establishment of a subsidiary in Lyon, France, aims to enhance market penetration in the French market [2]. - The company is progressing in the development of robotic reducers, with R&D efforts starting in H2 2023 and samples expected by November 2024 [2]. Dividend Distribution - The company plans to distribute a cash dividend of 0.35 yuan per share (before tax), totaling 20.15 million yuan, which represents 33.25% of the net profit attributable to shareholders for H1 2025 [2]. Profit Forecast and Investment Rating - Due to intense industry competition and a decline in performance, the company has revised its net profit forecasts for 2025-2027 to 189 million, 237 million, and 298 million yuan, respectively [3]. - The current market valuation corresponds to a PE ratio of 43, 34, and 27 for 2025-2027, but the company maintains a "buy" rating due to upcoming production phases and the potential impact of new projects [3].
东吴证券:给予精锻科技买入评级
Zheng Quan Zhi Xing· 2025-08-28 11:54
Core Viewpoint - The company, Jingzhu Technology, is facing short-term pressure on its performance for the first half of 2025, but opportunities for growth are emerging through humanoid robots and international expansion [1][2]. Financial Performance - In the first half of 2025, the company achieved revenue of 987 million yuan, a year-on-year decrease of 2.0% - 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 decline of 40.63% year-on-year [2]. - For Q2 2025, revenue was 474 million yuan, with year-on-year and quarter-on-quarter declines of 5.75% and 7.42% respectively - The net profit attributable to shareholders for Q2 was 20 million yuan, down 56.22% year-on-year and 49.20% quarter-on-quarter [2]. Profitability Metrics - The net profit margin for the first half of 2025 was 6.1%, a decrease of 3.2 percentage points year-on-year - The gross profit margin was 24.52%, an increase of 0.1 percentage points year-on-year [2]. - In Q2 2025, the net profit margin was 4.30%, down 4.96 percentage points year-on-year, while the gross profit margin was 24.78%, up 0.50 percentage points year-on-year [2]. Expense Ratios - The expense ratio for the first half of 2025 was 17.1%, an increase of 0.62 percentage points year-on-year - The breakdown of expense ratios includes sales at 0.5%, management at 7.9%, financial at 2.3%, and R&D at 6.3% [2]. Product Segment Performance - Revenue from gear shaft products was 725 million yuan, down 1.26% year-on-year, with a gross margin of 22.67%, down 1.13 percentage points year-on-year - Revenue from assembly products was 223 million yuan, down 3.84% year-on-year, with a gross margin of 24.49%, down 0.34 percentage points year-on-year [2]. Strategic Developments - The company is advancing its global expansion with the imminent production of its factory in Thailand, having delivered the first batch of samples and completed some overseas client audits, with initial ramp-up expected in Q3 [3]. - The establishment of a subsidiary in France aims to enhance market penetration in that region [3]. - The company is also progressing in the development of robotic reducers, with samples expected by November 2024, and has formed a joint venture with a well-known industrial robot brand [3]. Dividend Distribution - The company plans to distribute a cash dividend of 0.35 yuan per 10 shares (before tax), totaling 20.15 million yuan, which represents 33.25% of the net profit attributable to shareholders for the first half of 2025 [3]. Earnings Forecast and Investment Rating - Due to intense industry competition and a decline in performance, the company's net profit forecasts for 2025-2027 have been revised down to 189 million, 237 million, and 298 million yuan respectively [4]. - Despite the downward revision, the company maintains a "buy" rating due to upcoming production phases of new projects and the positive impact of the Thai factory and robotic reducer business on non-automotive operations [4].
精锻科技:公司已在关注和研发丝杆方面的业务
Zheng Quan Ri Bao· 2025-08-27 11:41
Group 1 - The company, Jinguan Technology, is focusing on the research and development of screw rods [2]
精锻科技:公司会按监管要求进行合规信息披露
Zheng Quan Ri Bao· 2025-08-27 11:41
Group 1 - The company, Jinguan Technology, stated on August 27 that it will comply with regulatory requirements for information disclosure in response to investor inquiries [2]
精锻科技跌2.05%,成交额3.95亿元,主力资金净流出4808.02万元
Xin Lang Cai Jing· 2025-08-27 06:56
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 specializes in automotive differential bevel gears, transmission gears, axle components, electronic differential lock gears, synchronizer rings, clutch drive hubs, parking gears, electric motor shafts and assemblies for new energy vehicles, and high-end agricultural machinery gears [1] Financial Performance - As of June 30, 2025, the company reported a 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, down 35.23% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 604 million yuan, with 181 million yuan distributed over the past three years [3] Stock Market Activity - On August 27, the company's stock price fell by 2.05%, trading at 14.30 yuan per share, with a total market capitalization of 8.366 billion yuan [1] - Year-to-date, the stock price has increased by 61.20%, but it has decreased by 5.92% over the last five trading days [1] - The stock has a turnover rate of 4.75%, with a trading volume of 395 million yuan on the same day [1] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 11.35% to 33,700, 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 with 2.43 million shares, both being new shareholders [3]
精锻科技2025年中报简析:净利润同比下降35.23%,公司应收账款体量较大
Zheng Quan Zhi Xing· 2025-08-26 22:39
Core Viewpoint - Recent financial results of Precision Forging Technology (300258) show a decline in revenue and net profit, indicating potential challenges in the company's operational performance and financial health [1] Financial Performance - Total revenue for the first half of 2025 was 987 million yuan, a decrease of 2.0% year-on-year [1] - Net profit attributable to shareholders was 60.6 million yuan, down 35.23% compared to the previous year [1] - In Q2 2025, total revenue was 474 million yuan, a decline of 5.75% year-on-year, with net profit at 20.4 million yuan, down 56.22% [1] - Gross margin decreased to 24.52%, down 3.28% year-on-year, while net margin fell to 6.15%, a drop of 33.83% [1] - Total expenses (selling, administrative, and financial) amounted to 106 million yuan, representing 10.75% of revenue, an increase of 9.18% year-on-year [1] Cash Flow and Investments - Operating cash flow increased by 90.3%, attributed to higher use of endorsed bank acceptance bills for supplier payments [2] - Investment cash flow decreased significantly by 1437.34% due to increased purchases of financial products and new investments [2] - Financing cash flow dropped by 67.84% due to increased loan repayments [2] - Net increase in cash and cash equivalents fell by 158.17%, reflecting declines in both investment and financing cash flows [2] Asset and Liability Management - Accounts receivable accounted for 247.04% of net profit, indicating a high level of receivables relative to earnings [1][9] - The company’s interest-bearing debt increased to 22.22 billion yuan, a rise of 2.31% year-on-year [1] Investment Returns - The return on invested capital (ROIC) was reported at 3.54%, indicating weak capital returns [7] - Historical data shows a median ROIC of 6.75% over the past decade, suggesting a trend of low investment returns [7] Market Position and Future Outlook - The company’s performance is heavily reliant on R&D and capital expenditures, necessitating careful evaluation of capital projects [8] - Analysts project a performance of 216 million yuan for 2025, with an average earnings per share of 0.39 yuan [9]