NATA OPTO-ELECT(300346)

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公募Q1电子板块持仓达到历史高位,半导体材料ETF(562590)近1年新增份额居可比基金头部
Sou Hu Cai Jing· 2025-04-28 03:27
半导体材料ETF紧密跟踪中证半导体材料设备主题指数,中证半导体材料设备主题指数选取40只业务涉及半导体材料和半导体设备等领域的上市公司证券作 为指数样本,反映半导体材料和设备上市公司证券的整体表现。 数据显示,截至2025年3月31日,中证半导体材料设备主题指数(931743)前十大权重股分别为北方华创(002371)、中微公司(688012)、沪硅产业(688126)、华 海清科(688120)、拓荆科技(688072)、南大光电(300346)、长川科技(300604)、鼎龙股份(300054)、雅克科技(002409)、TCL科技(000100),前十大权重股合计 占比60.82%。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 002371 | 北方华创 | 0.93% | 16.44% | | 688012 | 中微公司 | 0.22% | 13.55% | | 688126 | 沪硅产业 | -1.71% | 5.61% | | 688120 | 华海清科 | -0.15% | 4.31% | | 688072 | 拓荆科技 | 1. ...
南大光电:下游面板和半导体需求渐回暖,公司业绩稳步增长-20250427
Ping An Securities· 2025-04-27 10:10
Investment Rating - The investment rating for the company is "Recommended" [1] Core Views - The company's performance is steadily growing due to the gradual recovery in downstream panel and semiconductor demand, with Q1 2025 revenue reaching 627 million yuan, a year-on-year increase of 23.19% [3][6] - The company has completed the acquisition of the remaining 16.5% stake in Quanjiao Nanda and has sold the hexafluorobutylene project to focus on its core business [6] - The company has successfully reduced its total expense ratio to 18.52% in Q1 2025, down from 26.15% in the same period of 2024, indicating effective cost control [6] Financial Performance - In Q1 2025, the company achieved a net profit of 96 million yuan, a year-on-year increase of 16.38%, and a net profit excluding non-recurring items of 76 million yuan, up 22.80% year-on-year [3][6] - The projected revenue for 2025 is 3.072 billion yuan, with a year-on-year growth of 30.6% [5] - The projected net profit for 2025 is 362 million yuan, reflecting a year-on-year increase of 33.5% [5] Market and Industry Outlook - The global LCD panel shipment area increased by 12.1% year-on-year in Q1 2025, indicating a recovery in panel demand [6] - The semiconductor sales continue to grow, with China's chip production in January-February 2025 reaching 76.72 billion units, a year-on-year increase of 4.4% [6] - The company is expected to maintain good growth momentum in its specialty gas and precursor business due to the improving fundamentals in the semiconductor and panel industries [7]
南大光电(300346):下游面板和半导体需求渐回暖,公司业绩稳步增长
Ping An Securities· 2025-04-27 09:51
Investment Rating - The report maintains a "Recommended" investment rating for the company [1] Core Views - The company's performance is steadily growing due to the gradual recovery of downstream panel and semiconductor demand, with Q1 2025 revenue reaching 627 million yuan, a year-on-year increase of 23.19% [4][7] - The company has completed the acquisition of the remaining 16.5% stake in Quanjiao Nanda and has sold the hexafluorobutylene project to focus on its core business [7] - The reduction in various expense ratios indicates successful cost-cutting and efficiency improvements [7] Financial Summary - Revenue projections for the company are as follows: 2023A: 1,703 million yuan, 2024A: 2,352 million yuan, 2025E: 3,072 million yuan, 2026E: 3,862 million yuan, 2027E: 4,700 million yuan, with corresponding year-on-year growth rates of 7.7%, 38.1%, 30.6%, 25.7%, and 21.7% [6] - The projected net profit for 2025 is 362 million yuan, with a year-on-year growth of 33.5% [6] - The company's gross margin is expected to be around 40% in the coming years, with a net margin of approximately 11.8% for 2025 [6] Market and Industry Outlook - The demand for the company's electronic specialty gases and advanced precursors is expected to continue growing, driven by the recovery in the panel and semiconductor industries [7][8] - The company is advancing its core fluorinated specialty gas projects and expanding its market presence in the semiconductor precursor materials [8]
南大光电:2025一季报净利润0.96亿 同比增长17.07%
Tong Hua Shun Cai Bao· 2025-04-25 08:12
Financial Performance - The company reported a basic earnings per share of 0.1700 yuan for Q1 2025, representing a 13.33% increase compared to 0.1500 yuan in Q1 2024 [1] - The net profit for Q1 2025 was 0.96 billion yuan, up 17.07% from 0.82 billion yuan in Q1 2024 [1] - The operating revenue for Q1 2025 reached 6.27 billion yuan, a 23.18% increase from 5.09 billion yuan in Q1 2024 [1] - The return on equity decreased to 2.80% in Q1 2025 from 3.63% in Q1 2024, a decline of 22.87% [1] Shareholder Structure - The top ten unrestricted shareholders hold a total of 13,313.51 million shares, accounting for 24.34% of the circulating shares, which is a decrease of 305.19 million shares from the previous period [1] - Notable shareholders include Shen Jie with 5,613.61 million shares (10.26%), and Nanjing University Capital Operation Co., Ltd. with 1,909.00 million shares (3.49%) [2] - New entrants among the top shareholders include China Industrial Bank's ETF with 1,247.92 million shares (2.28%) [2] Dividend Distribution - The company has announced that there will be no distribution or transfer of dividends this time [3]
南大光电(300346) - 2025 Q1 - 季度财报
2025-04-25 08:05
Financial Performance - The company's revenue for Q1 2025 was ¥627,360,845.04, representing a 23.19% increase compared to ¥509,260,052.18 in the same period last year[4] - Net profit attributable to shareholders was ¥95,561,157.05, up 16.38% from ¥82,110,494.79 year-on-year[4] - Basic earnings per share rose to ¥0.17, reflecting a 13.33% increase from ¥0.15 in the same period last year[4] - Operating profit for the current period was ¥145,897,780.18, compared to ¥122,016,546.68 in the previous period, indicating a growth in profitability[28] - The net profit for the current period is 129,499,938.97, an increase of 24.2% compared to 104,280,892.92 in the previous period[29] - The total comprehensive income attributable to the parent company is 95,119,828.07, compared to 82,018,243.00 in the previous period, reflecting a growth of 15.9%[29] Cash Flow - The net cash flow from operating activities reached ¥164,953,110.93, a significant increase of 869.17% compared to -¥21,445,730.85 in the previous year[4] - The net cash flow from operating activities is 164,953,110.93, a significant improvement from a negative cash flow of -21,445,730.85 in the previous period[31] - The net cash flow from investing activities was -¥98,586,530.34, a decrease of 473.03% compared to ¥26,428,392.24 in the previous year[13] - The net cash flow from investing activities is -98,586,530.34, a decline from a positive cash flow of 26,428,392.24 in the previous period[32] - Total cash inflow from investment activities is 1,052,601,007.80, significantly higher than 120,020,334.57 in the previous period[32] Assets and Liabilities - Total assets at the end of the reporting period were ¥6,463,839,544.41, a slight decrease of 0.40% from ¥6,489,990,515.41 at the end of the previous year[5] - Total current assets rose to ¥3,992,219,750.20 from ¥3,961,156,078.41, showing a slight increase in liquidity[23] - Total non-current assets decreased to ¥2,471,619,794.21 from ¥2,528,834,437.00, indicating a reduction in long-term asset holdings[24] - Total liabilities increased to ¥2,554,495,822.98 from ¥2,492,879,639.94, suggesting a rise in financial obligations[25] - Total equity decreased to ¥3,909,343,721.43 from ¥3,997,110,875.47, reflecting a decline in shareholder value[25] Shareholder Information - Total number of common shareholders at the end of the reporting period is 98,264[15] - The top shareholder, Shen Jie, holds 9.75% of shares, totaling 56,136,136 shares[15] - The total number of shares held by the top two shareholders, Shen Jie and Beijing Hongyu Rongji Venture Capital Center, is 67,410,451 shares, representing 11.70% of the total shares[16] - Zhang Xingguo holds 6.23% of shares, with a total of 35,906,520 shares, of which 26,929,890 shares are under lock-up[15] - The company has a total of 28,838,186 shares under lock-up, primarily due to executive lock-up agreements[18] Investment and Projects - The company plans to acquire a 16.5398% stake in Quanjiao Nanda Optoelectronic Materials Co., Ltd. for a cash consideration of RMB 229.80 million[19] - The company will terminate the "Hexafluorobutadiene Industrialization Project" and sell related assets to optimize resource allocation, with a transaction value of RMB 69.03 million[20] Operational Efficiency - The company aims to enhance operational efficiency by focusing on its core business[20] - The company experienced a 35.35% increase in operating costs, totaling ¥371,055,942.51, due to increased product sales and accelerated depreciation[12] - Total operating costs increased to ¥491,087,535.35 from ¥410,778,660.85, with operating costs specifically rising from ¥274,137,334.32 to ¥371,055,942.51[28] Other Financial Metrics - The weighted average return on equity decreased to 2.80%, down 0.83% from 3.63% in the previous year, primarily due to the increase in net assets from the conversion of "Nandian Convertible Bonds"[5] - The company reported a significant increase in investment income, which reached ¥21,552,227.38, a 677.51% increase from ¥2,771,967.68 in the previous year[12] - Research and development expenses decreased to ¥41,103,053.02 from ¥51,547,183.53, indicating a potential shift in focus or cost management[28] - The company has not disclosed any related party transactions among other shareholders[16] - The company has no preferred shareholders or related transactions to report[17] - The company has not undergone an audit for the first quarter report[34]
半导体材料ETF(562590)近1年新增规模居可比基金头部,机构预计2025年全球半导体市场稳定增长
Xin Lang Cai Jing· 2025-04-25 05:37
份额方面,半导体材料ETF近1年份额增长2.38亿份,实现显著增长,新增份额位居可比基金2/5。 截至4月24日,半导体材料ETF近1年净值上涨30.20%,指数股票型基金排名294/2755,居于前10.67%。 从收益能力看,截至2025年4月24日,半导体材料ETF自成立以来,最高单月回报为20.35%,最长连涨 月数为3个月,最长连涨涨幅为43.67%,上涨月份平均收益率为10.90%,年盈利百分比为100.00%,历 史持有1年盈利概率为97.01%。截至2025年4月24日,半导体材料ETF近6个月超越基准年化收益为 0.19%。 根据世界半导体贸易统计组织(WSTS)的预测,2025年全球半导体市场销售额预计将达到6874亿美元, 实现12.5%的同比增长,持续保持稳定增长的态势。各主要区域市场均将呈现扩张趋势,尤其是美洲和 亚太地区,预计将实现两位数的同比增长率。这一增长表明了全球半导体市场的积极发展趋势及其强劲 的市场需求。 数据显示,截至2025年3月31日,中证半导体材料设备主题指数(931743)前十大权重股分别为北方华创 (002371)、中微公司(688012)、沪硅产业(6881 ...
南大光电(300346) - 北京国枫律师事务所关于江苏南大光电材料股份有限公司2024年度股东大会的法律意见书
2025-04-24 11:46
北京市东城区建国门内大街 26 号新闻大厦 7 层、8 层 电话:010-88004488/66090088 传真:010-66090016 邮编:100005 北京国枫律师事务所 关于江苏南大光电材料股份有限公司 2024 年度股东大会的 法律意见书 国枫律股字[2025]A0132 号 致:江苏南大光电材料股份有限公司(贵公司) 北京国枫律师事务所(以下简称"本所")接受贵公司的委托,指派律师出席并见证 贵公司 2024 年度股东大会(以下简称"本次会议")。 本所律师根据《中华人民共和国公司法》(以下简称"《公司法》")、《中华人 民共和国证券法》(以下简称"《证券法》")、《上市公司股东会规则》(以下简称"《股 东会规则》")、《律师事务所从事证券法律业务管理办法》(以下简称"《证券法律业务管 理办法》")、《律师事务所证券法律业务执业规则(试行)》(以下简称"《证券法律业务执 业规则》")等相关法律、行政法规、规章、规范性文件及《江苏南大光电材料股份有限 公司章程》(以下简称"《公司章程》")的规定,就本次会议的召集与召开程序、召集人 资格、出席会议人员资格、会议表决程序及表决结果等事宜,出具本法律 ...
南大光电(300346) - 2024年度股东大会决议公告
2025-04-24 11:46
证券代码:300346 证券简称:南大光电 公告编号:2025-034 江苏南大光电材料股份有限公司 没有虚假记载、误导性陈述或重大遗漏。 特别提示: 1、本次股东大会无否决议案的情况; 2、本次股东大会无涉及变更以往股东大会决议的情形; 3、本次股东大会采取现场投票和网络投票相结合的方式召开。 一、会议召开和出席情况 1、召集人:公司董事会; 2、表决方式:现场投票和网络投票相结合的方式; 3、会议召开时间: 2024年度股东大会决议公告 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, 现场会议时间:2025 年 4 月 24 日(星期四)14:30 网络投票时间:2025 年 4 月 24 日(星期四) (1)通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 4 月 24 日 9:15-9:25、9:30-11:30、13:00-15:00; (2)通过深圳证券交易所互联网投票系统投票的具体时间为 2025 年 4 月 24 日上 午 9:15 至下午 15:00 期间的任意时间。 4、现场会议召开地点:苏州工业园区胜浦平胜路 67 号; 5、现场会议主持人:公司董事长冯剑松先 ...
南大光电(300346) - 深交所上市公司定期现场检查报告
2025-04-17 10:58
(此页无正文,为《中信建投证券股份有限公司关于江苏南大光电材料股份有限 公司 2024 年持续督导定期现场检查报告》之签字盖章页) 深交所上市公司定期现场检查报告 | 保荐机构名称:中信建投证券股份有限公司 | 被保荐公司简称:南大光电 | | | | --- | --- | --- | --- | | 保荐代表人姓名:安源 联系电话:021-68801585 | | | | | 保荐代表人姓名:秦龙 联系电话:021-68801585 | | | | | 现场检查人员姓名:安源 | | | | | 现场检查对应期间:2024 年 1 月 1 日-2024 年 12 月 31 日 | | | | | 现场检查时间:2025 年 4 月 3 日 | | | | | 一、现场检查事项 | | 现场检查意见 | | | (一)公司治理 | 是 | 否 | 不适用 | | 现场检查手段:审阅公司章程等治理文件,检查三会会议资料,审阅披露信息, | | | | | 对有关人员进行访谈等。 | | | | | 1.公司章程和公司治理制度是否完备、合规 | √ | | | | 2.公司章程和三会规则是否得到有效执行 | √ ...
南大光电(300346) - 中信建投证券股份有限公司关于江苏南大光电材料股份有限公司向不特定对象发行可转换公司债券之保荐总结报告书
2025-04-17 10:58
中信建投证券股份有限公司 关于江苏南大光电材料股份有限公司 向不特定对象发行可转换公司债券之保荐总结报告书 中信建投证券股份有限公司(下称"中信建投证券"、"保荐人"或"本机构") 作为江苏南大光电材料股份有限公司(以下简称"南大光电"、"发行人"、"上市 公司"或"公司")2022 年向不特定对象发行可转换公司债券的保荐人,持续督 导期限截至 2024 年 12 月 31 日。目前,本次向特定对象发行股票的持续督导期 已经届满,中信建投证券根据《证券发行上市保荐业务管理办法》《深圳证券交 易所上市公司自律监管指引第 13 号——保荐业务》等相关法律法规和规范性文 件的要求,出具本保荐总结报告书。 一、保荐人及保荐代表人承诺 1、保荐总结报告书和证明文件及其相关资料的内容不存在虚假记载、误导 性陈述或重大遗漏,保荐机构及保荐代表人对其真实性、准确性、完整性承担法 律责任。 2、本机构及本人自愿接受中国证监会对保荐总结报告书相关事项进行的任 何质询和调查。 3、本机构及本人自愿接受中国证监会按照《证券发行上市保荐业务管理办 法》的有关规定采取的监管措施。 | 保荐人名称 | 中信建投证券股份有限公司 | | - ...