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双杰电气大单不断净利最高预增39% 持续加码新能源业务营收占比达44%
Chang Jiang Shang Bao· 2025-07-20 22:51
Core Viewpoint - Double杰电气 is experiencing continuous growth in performance, with a projected net profit of 100 million to 120 million yuan for the first half of 2025, representing a year-on-year increase of 16.03% to 39.23% [2][3] Performance Summary - The company expects a non-deductible net profit of 100 million to 120 million yuan, with a year-on-year growth of 5.29% to 26.35% [2][3] - The growth is attributed to the deepening of regional market layouts and the acquisition of quality new energy orders, which inject strong momentum into revenue growth [2][3] Business Development - Double杰电气 has become a significant player in the comprehensive energy service sector, with continuous landing of quality orders in new energy and power distribution [2][4] - The company has successfully secured multiple contracts for the "宁电入湘" direct current supporting photovoltaic project, with a total bid amount of 1.64 billion yuan [5] Market Position - In the first half of 2025, the company won contracts worth over 270 million yuan in the first batch of framework bidding projects for distribution network equipment from the Southern Power Grid [6] - The company has established a one-stop full lifecycle new energy industry chain, focusing on wind, solar, storage, charging, and swapping [3][7] Revenue Growth - The revenue from new energy business has significantly increased, from 29.11 million yuan in 2021 (2.49% of total revenue) to 1.538 billion yuan in 2024 (44.29% of total revenue) [7][8] - The company reported a total revenue of 3.14 billion yuan and a net profit of 103 million yuan in 2023, with new energy business revenue accounting for 40.53% [8] Strategic Initiatives - The company has been actively expanding its overseas market presence while consolidating its advantages in the domestic power distribution industry [3][8] - The company is focusing on the development of wind and solar projects in resource-rich areas, marking significant progress in its new energy business [9]
双杰电气: 2025年半年度业绩预告
Zheng Quan Zhi Xing· 2025-07-18 16:24
证券代码:300444 证券简称:双杰电气 公告编号:2025-042 北京双杰电气股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、 一、本期业绩预计情况 (一)业绩预告期间:2025年1月1日至2025年6月30日 归属于上市公司 盈利:8,618.74万元 股东的净利润 比上年同期增长:16.03%-39.23% 盈利:10,000万元–12,000万元 扣除非经常性损 盈利:9,497.13万元 完整,没有虚假记载、误导性陈述或重大遗漏。 本次业绩预告相关数据是公司财务部门初步测算的结果,未经会计师事务 所审计。 三、业绩变动原因说明 (一)报告期内,公司持续深化区域市场布局,获取优质新能源订单,推 动新能源业务健康发展,为营业收入增长注入强劲动力。 (二)公司积极把握全球市场发展契机,通过国内外协同发展实现智能电 网业绩突破。在国内市场巩固输配电行业优势地位,核心业务板块保持稳定增 长;同时加快海外拓展步伐,部分海外市场实现新增长。 (三)公司实施以效益为导向的精细化运营管理,有效控制成本并提升运 营效率,带动公司整体盈利能力增强。 四、其他相关说明 本次业绩预告数据是公司财务部门初 ...
晚间公告丨7月18日这些公告有看头
第一财经· 2025-07-18 15:32
2025.07. 18 7月18日晚间,沪深两市多家上市公司发布公告,以下是第一财经对一些重要公告的汇总,供投资者 参考。 【品大事】 金博股份:终止2025年度向特定对象发行A股股票事项 金博股份(688598)公告,终止2025年度向特定对象发行A股股票事项。 跨境通:第一大股东杨建新800万股股份司法拍卖竞价成功 跨境通(002640)公告,公司第一大股东杨建新所持公司股份800万股被广东省深圳市中级人民法院 于2025年7月17日10时至2025年7月18日10时止(延时除外)在京东网络司法拍卖平台进行公开拍 卖。经公司查询获悉,此次拍卖股份800万股已竞价成功,成交价格3609.2万元。公司无控股股东、 实际控制人,本次股份被司法拍卖不会导致公司控制权发生变更。 上实发展:全资子公司拟出售泉州项目部分产品 上实发展(600748)公告,全资子公司泉州市上实投资发展有限公司(简称"泉州上实")拟通过协议 转让出售福建省泉州市丰泽区上实海上海项目部分产品,包括住宅、配套产权车位及在建工程项目。 泉州市开源置业集团有限公司下属全资子公司泉州市甄源实业投资有限公司、泉州市歆源实业投资有 限公司作为受让方以2 ...
晚间公告丨7月18日这些公告有看头
Di Yi Cai Jing· 2025-07-18 10:37
Group 1 - Jinbo Co., Ltd. has terminated the plan to issue A-shares to specific targets for the year 2025 [3] - Cross-Border Communication's largest shareholder, Yang Jianxin, successfully auctioned 8 million shares for 36.09 million yuan, with no change in control [4] - Shanghai Shimao Development's subsidiary plans to sell part of a project in Quanzhou for 2.053 billion yuan, expected to generate a net profit of approximately 163 million yuan [5] - Prit Group's subsidiary has introduced a strategic investor, Guanzhou Guoyan No.1, through a capital increase of 2 million yuan for a 10% stake [6] Group 2 - CICC's subsidiary, CICC Wealth, reported a net profit of 987 million yuan for the first half of the year [8] - Great Wall Motors reported a net profit of 6.337 billion yuan for the first half of the year, a decrease of 10.22% year-on-year [9] - Shuangjie Electric expects a net profit of 100 to 120 million yuan for the first half of the year, an increase of 16.03% to 39.23% year-on-year [10] - Shentong Technology reported a net profit of 64.278 million yuan for the first half of the year, a year-on-year increase of 111.09% [11] Group 3 - Senyuan Electric signed a strategic cooperation agreement with Xuchang Digital Technology for a business collaboration worth up to 500 million yuan [13] - Oke Technology signed a 176 million yuan equipment sales contract, accounting for 40.51% of the company's last year's revenue [14] - Rike Chemical signed a strategic cooperation framework agreement with Dongming Petrochemical for various technical collaborations [15] Group 4 - Hongbaoli's largest shareholder plans to reduce holdings by up to 2% of the company's shares [17] - Yaopi Glass's shareholder plans to reduce holdings by up to 2% of the company's shares [18] - Ding Sheng New Materials' shareholders plan to reduce holdings by up to 3% of the company's shares [19] Group 5 - Zhengyu Industrial plans to raise no more than 450 million yuan through a private placement [21] - Dongwu Securities plans to raise no more than 6 billion yuan through a private placement, with specific allocations for various business needs [23]
7月18日晚间重要公告一览
Xi Niu Cai Jing· 2025-07-18 10:12
Group 1 - Senyuan Electric signed a strategic cooperation agreement with Xuchang Digital Supply Chain Management Co., aiming for annual business cooperation not exceeding 500 million yuan over 36 months [1] - CICC's subsidiary, CICC Wealth, reported a net profit of 987 million yuan for the first half of the year, with total assets of 193.37 billion yuan [2] - Shuangjie Electric expects a net profit of 100 million to 120 million yuan for the first half of the year, representing a year-on-year increase of 16.03% to 39.23% [3][4] - Shentong Technology reported a net profit of 64.28 million yuan for the first half of the year, a year-on-year increase of 111.09% [5] - Suqian Nongfa's net profit for the first half of the year decreased by 27.72% to 213 million yuan [6] Group 2 - Fuan Pharmaceutical expects a net profit decline of 39.95% to 53.81% for the first half of the year, estimating between 100 million to 130 million yuan [8] - Xingwang Yuda anticipates a net loss of 11 million to 21 million yuan for the first half of the year [9] - Pulaike received a new veterinary drug registration certificate for a vaccine aimed at preventing chicken diseases [10] - Yuandong Biological's ephedrine injection received a drug registration certificate for treating low blood pressure during anesthesia [11] - Suqian Liansheng's subsidiary obtained two invention patent certificates [12] Group 3 - Oke Technology signed a 176 million yuan equipment order with Jiangxi Tianhong New Materials [13] - Publishing Media announced the resignation of its chief accountant due to work changes [15] - Zhongxin Co. plans to use 40 million yuan of idle funds for cash management [16] - Huiyun Titanium plans to use up to 58 million yuan of idle convertible bond funds for cash management [18] - Haineng Technology intends to apply for a credit facility of up to 200 million yuan from a bank [20] Group 4 - Jiabiou expects a net profit increase of 57.61% for the first half of the year, estimating around 107 million yuan [21] - Nanjing Gaoke reported a 1185% year-on-year increase in contract sales area for the second quarter [22] - Shuguang Co. received approval for a specific stock issuance application [23] - Huadong Pharmaceutical's subsidiary received approval for a clinical trial of a new drug targeting advanced solid tumors [23] - Quicheng Co. plans to invest 900 million yuan in two new projects [25] Group 5 - Shenlian Biological's vaccine for avian adenovirus received a new veterinary drug registration certificate [26] - Rike Chemical signed a strategic cooperation framework agreement with Dongming Petrochemical [28] - Jincheng Pharmaceutical's subsidiary received a renewed tobacco production license [29] - Magmi Te's stock issuance application was accepted by the Shenzhen Stock Exchange [29] - Zhongyin Securities received approval to issue bonds totaling up to 14 billion yuan [29] Group 6 - Hewei Electric's executives plan to reduce their holdings by a total of 2.24% of the company's shares [44] - Guo Wang Xintong reported a net profit of 266 million yuan for the first half of the year, a decrease of 10.82% [45] - Guo Wang Xintong's subsidiary won a 966 million yuan tender from the State Grid [46] - Jicheng Electronics won contracts worth approximately 83.79 million yuan from the State Grid [48] - Helen Piano is planning a change of control, leading to a temporary stock suspension [48]
双杰电气:预计2025年上半年净利润同比增长16.03%-39.23%
news flash· 2025-07-18 09:20
双杰电气(300444)公告,预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润为1亿元– 1.2亿元,比上年同期增长16.03%-39.23%。报告期内,公司持续深化区域市场布局,获取优质新能源订 单,推动新能源业务健康发展,为营业收入增长注入强劲动力。公司积极把握全球市场发展契机,通过 国内外协同发展实现智能电网业绩突破。在国内市场巩固输配电行业优势地位,核心业务板块保持稳定 增长;同时加快海外拓展步伐,部分海外市场实现新增长。公司实施以效益为导向的精细化运营管理, 有效控制成本并提升运营效率,带动公司整体盈利能力增强。 ...
双杰电气(300444) - 2025 Q2 - 季度业绩预告
2025-07-18 09:16
证券代码:300444 证券简称:双杰电气 公告编号:2025-042 北京双杰电气股份有限公司 2025 年半年度业绩预告 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。 一、本期业绩预计情况 (二)公司积极把握全球市场发展契机,通过国内外协同发展实现智能电 网业绩突破。在国内市场巩固输配电行业优势地位,核心业务板块保持稳定增 长;同时加快海外拓展步伐,部分海外市场实现新增长。 (三)公司实施以效益为导向的精细化运营管理,有效控制成本并提升运 营效率,带动公司整体盈利能力增强。 (一)业绩预告期间:2025年1月1日至2025年6月30日 | 项 目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司 | 盈利:10,000万元–12,000万元 | 盈利:8,618.74万元 | | 股东的净利润 | 比上年同期增长:16.03%-39.23% | | | 扣除非经常性损 | 盈利:10,000万元–12,000万元 | 盈利:9,497.13万元 | | 益后的净利润 | 比上年同期增长:5.29%-26.35% ...
大功率充电设施发展提速 2027年将超10万台
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-07 13:59
Core Insights - The A-share market saw a significant rise in charging pile concept stocks following the release of a government notice aimed at optimizing the construction of high-power charging infrastructure in China [1][2] - The notice outlines nine measures to enhance the layout and quality of charging facilities, addressing issues such as uneven development and user experience [2][4] Group 1: Industry Growth and Infrastructure Development - As of March 2025, China's charging infrastructure is projected to reach 13.749 million units, a year-on-year increase of 47.6%, with public charging facilities accounting for 3.9 million units [2] - The notice aims for over 100,000 high-power charging facilities nationwide by the end of 2027, with a focus on improving service quality and technology application [3][4] - The current public charging infrastructure includes 4.083 million public charging piles, with a 33.9% year-on-year growth [3] Group 2: Operational Management and Investment - The notice emphasizes the need for better management of high-power charging facilities, including the establishment of intelligent operation and maintenance platforms to enhance monitoring and fault handling capabilities [4][5] - It encourages long-term leasing agreements and financial support mechanisms to address challenges such as high costs and long investment recovery periods in the charging industry [4][5] Group 3: Technological Advancements and Challenges - The industry is experiencing a shift towards higher power charging technologies, with a focus on 250kW and above charging facilities, although the current utilization rates indicate room for improvement [3][6] - The integration of high-power charging facilities with the power grid is crucial, with the notice calling for research on the impact of charging loads on regional distribution systems [7] - Challenges remain in the economic viability of ultra-fast charging stations, with operators reporting low utilization rates and high equipment costs [6][7]
双杰电气(300444) - 关于公司股东部分股份质押及解除质押的公告
2025-07-01 09:32
证券代码:300444 证券简称:双杰电气 公告编号:2025-041 北京双杰电气股份有限公司 关于公司股东部分股份质押及解除质押的公告 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。 北京双杰电气股份有限公司(以下简称"公司"或"双杰电气")近日接到 控股股东、实际控制人赵志宏先生的通知,获悉其持有的本公司部分股份与北京 中关村科技融资担保有限公司(以下简称"中关村担保")办理了股票质押及解 除质押业务,具体事项如下: 一、股东股份本次质押及解除质押的基本情况 (一) 本次股份质押基本情况 单位:万股 | | 是否为控股 股东或第一 | 本次质押 | 占其 所持 | 占公司 总股本 | 是否为 | 是否 为补 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | | | 股份 | | | | 质押起始 | 质押到期 | 质权人 | 质押 | | 名称 | 大股东及其 | 数量 | 比例 | 比例 | 限售股 | 充质 | 日 | 日 | | ...
双杰电气:控股股东质押4054.05万股
news flash· 2025-06-16 12:41
双杰电气(300444)公告,近日接到控股股东、实际控制人赵志宏先生的通知,获悉其持有的本公司部 分股份分别与信达证券(601059)、华能信托办理了股票质押及解除质押业务。其中,本次质押数量为 4054.05万股,占其所持股份比例25.61%,占公司总股本比例5.08%。本次解除质押股份数量为1869.16 万股,占其所持股份比例11.81%,占公司总股本比例2.34%。截至公告披露日,控股股东及其一致行动 人股份累计质押数量为1.15亿股,占其所持股份比例52.99%,占公司总股本比例14.34%。 ...