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贝斯特:系列点评一:业绩符合预期 三梯次布局蓄力未来成长
Minsheng Securities· 2024-08-08 03:00
Investment Rating - The report maintains a "Recommended" rating for the company with a current price of 14.78 CNY and a target price not specified [1][4]. Core Insights - The company reported a revenue of 697 million CNY for H1 2024, representing a year-on-year increase of 10.06%, and a net profit attributable to shareholders of 144 million CNY, up 10.86% year-on-year [2]. - The company is focusing on a three-tier development strategy to enhance future growth, with stable revenue growth and ongoing cost reduction and efficiency improvement initiatives [2][4]. - The first-tier industry, which includes core components of turbochargers and precision parts, continues to strengthen the company's competitive position [2]. - The second-tier industry, represented by the newly established Anhui Best New Energy Parts Co., Ltd., is aimed at lightweight components for new energy vehicles and has commenced operations [2]. - The third-tier industry, focusing on linear motion components, is expanding its application areas, with products already recognized in the market [2]. Financial Performance Summary - For Q2 2024, the company achieved a revenue of 354 million CNY, a year-on-year increase of 8.97% and a quarter-on-quarter increase of 3.24% [2]. - The gross profit margin for Q2 2024 was 34.18%, showing a decrease of 1.80 percentage points year-on-year [2]. - The company expects revenues of 1.596 billion CNY, 2.039 billion CNY, and 2.421 billion CNY for 2024, 2025, and 2026 respectively, with net profits projected at 338 million CNY, 432 million CNY, and 553 million CNY for the same years [4][5].
贝斯特:丝杠导轨实现机床应用,看好未来成长空间
SINOLINK SECURITIES· 2024-08-08 02:31
来源:公司年报、国金证券研究所 贝斯特 (300580.SZ) 公司点评 证券研究报告 买入(维持评级) 事件 2024 年 8 月 7 日公司发布 24 年中报,1H24 实现营业收入 6.97 亿 元,同比增长 10.06%;实现归母净利润 1.44 亿元,同比增长 10.86%。其中 2Q24 实现营业收入 3.54 亿元,同比增长 8.95%,环 比增长 3.24%;实现归母净利润 0.75 亿元,同比下降 2.23%,环 比增长 7.66%。 点评 汽车零部件整体保持稳健增长,安徽基地投产,新能源汽车零部 件有望加速。1H24 公司汽车零部件业务实现收入 6.29 亿元,同比 增长 8.14%,毛利率 32.7%,同比提升 0.26pcts。根据公司公告信 息,上半年公司主要围绕新能源汽车零部件进行布局的安徽贝斯 特基地已于 24 年 5 月竣工,现正逐步推进产能爬坡,公司的"第 二梯次"新能源汽车零部件业务增长有望加速。 单季度盈利能力有所波动,1H24 整体净利率保持稳定:2Q24 公司 毛利率为 34.18%,同比下降 1.8pcts,环比下降 1.28pcts;净利 率为 21.02%,同比 ...
贝斯特(300580) - 2024 Q2 - 季度财报
2024-08-07 11:07
[Important Notices, Table of Contents and Definitions](index=2&type=section&id=Section%201%20Important%20Notices%2C%20Table%20of%20Contents%20and%20Definitions) [Important Notices](index=2&type=section&id=Important%20Notices) The board ensures the report's accuracy and assumes legal liability, with a profit distribution plan proposed for the period - The company's board of directors has approved the 2024 semi-annual profit distribution plan, proposing a **cash dividend of ¥0.30 (tax included) per 10 shares** based on a total of 499,153,912 shares, with no bonus shares or capitalization of public reserves[2](index=2&type=chunk) [Company Profile and Key Financial Indicators](index=8&type=section&id=Section%202%20Company%20Profile%20and%20Key%20Financial%20Indicators) [Company Profile](index=8&type=section&id=I.%20Company%20Profile) Wuxi Best Precision Machinery Co, Ltd (stock code: 300580) is a company listed on the Shenzhen Stock Exchange [Key Accounting Data and Financial Indicators](index=9&type=section&id=IV.%20Key%20Accounting%20Data%20and%20Financial%20Indicators) The company achieved revenue of ¥697.35 million and net profit of ¥143.73 million, with significant growth in cash flow from operations | Indicator | Current Period | Prior Year Period | YoY Change | | :--- | :--- | :--- | :--- | | **Operating Revenue (Yuan)** | 697,345,035.52 | 633,605,486.61 | 10.06% | | **Net Profit Attributable to Shareholders (Yuan)** | 143,729,264.70 | 129,645,713.52 | 10.86% | | **Net Profit Attributable to Shareholders (Excluding Non-recurring Items) (Yuan)** | 134,496,882.86 | 99,749,270.44 | 34.83% | | **Net Cash Flow from Operating Activities (Yuan)** | 218,751,274.11 | 145,970,482.96 | 49.86% | | **Basic Earnings Per Share (Yuan/Share)** | 0.2879 | 0.2934 | -1.87% | | **Weighted Average Return on Equity** | 4.89% | 5.88% | -0.99% | | **Total Assets (Yuan)** | 3,524,134,217.81 | 3,557,717,664.04 | -0.94% | | **Net Assets Attributable to Shareholders (Yuan)** | 2,945,658,682.17 | 2,863,057,594.87 | 2.89% | [Non-recurring Profit and Loss Items and Amounts](index=10&type=section&id=VI.%20Non-recurring%20Profit%20and%20Loss%20Items%20and%20Amounts) Non-recurring profit and loss totaled ¥9.23 million, mainly from fair value changes in financial assets and government subsidies | Item | Amount (Yuan) | | :--- | :--- | | Gain/Loss on Disposal of Non-current Assets | -142,463.37 | | Government Grants Recognized in Current Profit or Loss | 1,244,422.69 | | Fair Value Changes and Disposal Gains from Financial Assets/Liabilities | 9,377,795.92 | | Other Non-operating Income and Expenses | 101,110.37 | | Less: Income Tax Effect | 1,348,229.89 | | Less: Effect on Minority Interests (After Tax) | 253.88 | | **Total** | **9,232,381.84** | [Management Discussion and Analysis](index=11&type=section&id=Section%203%20Management%20Discussion%20and%20Analysis) [Principal Business Activities](index=11&type=section&id=I.%20Principal%20Business%20Activities%20During%20the%20Reporting%20Period) The company's business is structured around a "three-tier industry" strategy, expanding into new energy vehicles and robotics - The company's strategy is clearly defined across three industrial tiers: - **First Tier:** Core businesses such as precision parts, intelligent equipment, and tooling fixtures, serving as the company's foundation[35](index=35&type=chunk) - **Second Tier:** New energy vehicle components, focusing on lightweight structural parts, high-value precision parts, and core components for hydrogen/natural gas vehicles[35](index=35&type=chunk) - **Third Tier:** Industrial machines and humanoid robots, with a comprehensive layout of high-precision linear motion components like ball/roller screws and guide rails[35](index=35&type=chunk) - Through its subsidiary "Wuxi Yuhua Precision Machinery Co, Ltd", the company is targeting new sectors like high-end machine tools, automation, humanoid robots, and intelligent vehicles with its linear motion components[36](index=36&type=chunk) - To expand capacity for new energy vehicle parts, the "Anhui Best" subsidiary has commenced operations, while a new subsidiary in Thailand was established in May 2024 to deepen international market presence[37](index=37&type=chunk) [Analysis of Core Business](index=22&type=section&id=III.%20Analysis%20of%20Core%20Business) Revenue grew 10.06% to ¥697.35 million in H1 2024, driven by strong domestic sales growth of 21.86% | Indicator | Current Period | Prior Year Period | YoY Change | | :--- | :--- | :--- | :--- | | Operating Revenue | 697,345,035.52 | 633,605,486.61 | 10.06% | | Operating Costs | 454,577,642.77 | 422,183,448.36 | 7.67% | | Financial Expenses | -3,605,989.70 | -188,422.43 | 1,813.78% | | R&D Investment | 27,692,178.37 | 22,697,273.35 | 22.01% | | Net Cash Flow from Operating Activities | 218,751,274.11 | 145,970,482.96 | 49.86% | | Product/Service | Operating Revenue (Yuan) | Operating Costs (Yuan) | Gross Margin | Revenue YoY Change | | :--- | :--- | :--- | :--- | :--- | | Automotive Parts | 629,003,885.63 | 423,298,158.30 | 32.70% | 8.14% | | Region | Operating Revenue (Yuan) | Operating Costs (Yuan) | Gross Margin | Revenue YoY Change | | :--- | :--- | :--- | :--- | :--- | | Domestic | 455,137,961.94 | 299,817,388.22 | 34.13% | 21.86% | | Overseas | 242,207,073.58 | 154,760,254.55 | 36.10% | -6.88% | [Analysis of Assets and Liabilities](index=25&type=section&id=V.%20Analysis%20of%20Assets%20and%20Liabilities) Total assets remained stable at ¥3.52 billion, with a minor decrease due to the redemption of wealth management products | Asset Item | Closing Balance (Yuan) | % of Total Assets | Opening Balance (Yuan) | % of Total Assets | Change in % | | :--- | :--- | :--- | :--- | :--- | :--- | | Cash and Cash Equivalents | 233,700,814.46 | 6.63% | 206,480,579.18 | 5.80% | 0.83% | | Accounts Receivable | 458,928,365.34 | 13.02% | 441,495,141.44 | 12.41% | 0.61% | | Inventories | 277,234,406.48 | 7.87% | 290,272,173.25 | 8.16% | -0.29% | | Fixed Assets | 1,201,968,891.99 | 34.11% | 1,220,150,802.52 | 34.30% | -0.19% | | Trading Financial Assets | 651,660,701.11 | 18.49% | 712,613,608.67 | 20.03% | -1.54% | | Item | Book Value at 2024-6-30 (Yuan) | Reason for Restriction | | :--- | :--- | :--- | | Cash and Cash Equivalents | 15,278,314.03 | Bank acceptance bill margin | | Notes Receivable | 8,009,681.12 | Pledged for issuing bank acceptance bills | | **Total** | **23,287,995.15** | | [Investment Analysis](index=26&type=section&id=VI.%20Investment%20Analysis) Total investment increased by 136.88% to ¥166.90 million, primarily allocated to wealth management products | | Investment in Reporting Period (Yuan) | Investment in Prior Year Period (Yuan) | Change | | :--- | :--- | :--- | :--- | | Total Investment | 166,904,068.39 | 70,458,535.89 | 136.88% | | Type | Entrusted Wealth Management Amount (Million Yuan) | Outstanding Balance (Million Yuan) | Overdue Unrecovered Amount (Million Yuan) | | :--- | :--- | :--- | :--- | | Bank Wealth Management Products | 272.31 | 272.31 | 0 | | Brokerage Wealth Management Products | 552.96 | 361.88 | 0 | | **Total** | **825.27** | **634.18** | **0** | [Risks and Countermeasures](index=29&type=section&id=X.%20Company's%20Risks%20and%20Countermeasures) The company addresses risks from trade, industry cycles, and price volatility through diversification and innovation - **International Trade Environment Risk**: The company's exports are subject to international political and trade environments; **countermeasures** include monitoring policy changes, expanding the domestic market, and establishing overseas production bases (e.g., Thailand) to enhance global competitiveness[71](index=71&type=chunk) - **Automotive Industry Cyclical and Policy Risk**: Business performance is closely tied to macroeconomic conditions and automotive industry policies; **countermeasures** involve aligning with industry trends, developing a three-tier industrial chain, and diversifying into new sectors like industrial machines and humanoid robots[72](index=72&type=chunk) - **Raw Material Price Volatility and Product Price Reduction Risk**: Profits are impacted by raw material price fluctuations and annual price reductions common in the auto parts industry; **countermeasures** include strengthening supply chain management and pursuing continuous cost reduction through R&D and process optimization[73](index=73&type=chunk)[75](index=75&type=chunk) - **Exchange Rate Fluctuation Risk**: With exports primarily settled in USD, the company faces risks from RMB exchange rate volatility; **countermeasures** include expanding the domestic market and utilizing financial instruments to mitigate exchange losses[76](index=76&type=chunk) [Corporate Governance](index=34&type=section&id=Section%204%20Corporate%20Governance) [Profit Distribution and Capitalization of Capital Reserve](index=34&type=section&id=III.%20Profit%20Distribution%20and%20Capitalization%20of%20Capital%20Reserve%20for%20the%20Reporting%20Period) The board proposed a 2024 interim cash dividend of ¥0.3 per 10 shares, totaling approximately ¥14.97 million | Distribution Plan | Details | | :--- | :--- | | Dividend per 10 shares (Yuan) (tax included) | 0.3 | | Share base for distribution plan (shares) | 499,153,912 | | Cash dividend amount (Yuan) (tax included) | 14,974,617.36 | | Distributable profit (Yuan) | 1,223,840,761.93 | [Environmental and Social Responsibility](index=36&type=section&id=Section%205%20Environmental%20and%20Social%20Responsibility) [Environmental Protection](index=36&type=section&id=I.%20Major%20Environmental%20Issues) The company adheres to environmental regulations, achieving "zero" wastewater discharge and earning national "Green Factory" recognition - Adhering to a green development philosophy, the company's Phase V factory incorporates eco-design and advanced technologies such as waste sand and heat recovery, and rooftop solar power to achieve sustainable production[87](index=87&type=chunk)[88](index=88&type=chunk) [Social Responsibility](index=37&type=section&id=II.%20Social%20Responsibility) The company actively fulfills its social responsibilities by protecting stakeholder rights and has received awards for investor and labor relations - The company maintains excellent investor communication and was awarded the **"2023 Best Practice Award for Investor Relations Management"** by the China Association for Public Companies[89](index=89&type=chunk) - The company prioritizes employee rights and safety, providing comprehensive benefits and training, and was recognized as a **"Wuxi Harmonious Labor Relations Enterprise"**[90](index=90&type=chunk)[91](index=91&type=chunk) [Significant Events](index=39&type=section&id=Section%206%20Significant%20Events) [Significant Matters Concerning Subsidiaries](index=43&type=section&id=XIV.%20Significant%20Matters%20Concerning%20Subsidiaries) The company advanced its global strategy by establishing new subsidiaries in Singapore and Thailand during the reporting period - During the reporting period, the company established a wholly-owned subsidiary in Singapore, **"BYH SCIENCE TECHNOLOGY PTE. LTD."**, with a registered capital of $1 million for import/export and holding activities[111](index=111&type=chunk) - Through its Singapore subsidiary, the company established a sub-subsidiary in Thailand, **"BYH NEW TECHNOLOGY CO.,LTD."**, with a registered capital of 5 million THB for the R&D, manufacturing, and sale of automotive parts[111](index=111&type=chunk) [Changes in Share Capital and Shareholders](index=44&type=section&id=Section%207%20Changes%20in%20Share%20Capital%20and%20Shareholders) [Changes in Share Capital](index=44&type=section&id=I.%20Changes%20in%20Share%20Capital) Total share capital increased to 499,153,912 shares following a capitalization of capital reserves at a rate of 4.7 shares for every 10 shares held | Item | Before Change | Increase/Decrease | After Change | | :--- | :--- | :--- | :--- | | I. Restricted Shares | 20,224,687 | +9,505,603 | 29,730,290 | | II. Unrestricted Shares | 319,335,798 | +150,087,824 | 469,423,622 | | **III. Total Shares** | **339,560,485** | **+159,593,427** | **499,153,912** | [Number of Shareholders and Shareholdings](index=46&type=section&id=III.%20Number%20of%20Shareholders%20and%20Shareholdings) As of the period end, the company had 24,069 shareholders, with the controlling shareholder and related parties maintaining a stable ownership structure | Shareholder Name | Shareholder Type | Shareholding Ratio | Shares Held at Period End | | :--- | :--- | :--- | :--- | | Wuxi Best Investment Co., Ltd. | Domestic Non-State-Owned Legal Entity | 49.80% | 248,599,638 | | Cao Yuhua | Domestic Natural Person | 5.14% | 25,649,662 | | Cao Yi | Domestic Natural Person | 2.80% | 13,990,725 | | Wuxi Xinshi Investment Partnership (LP) | Domestic Non-State-Owned Legal Entity | 2.43% | 12,141,612 | | Xie Sixuan | Domestic Natural Person | 1.40% | 6,995,362 | - **Relationship among controlling shareholders and parties acting in concert**: Wuxi Best Investment Co., Ltd. is 100% controlled by the actual controller, Cao Yuhua; Xie Sixuan is the spouse of Cao Yuhua, and Cao Yi is their daughter, ensuring a stable and concentrated ownership structure[117](index=117&type=chunk) [Financial Report](index=53&type=section&id=Section%2010%20Financial%20Report) [Financial Statements](index=53&type=section&id=II.%20Financial%20Statements) The financial statements show stable total assets of ¥3.52 billion, with year-over-year growth in revenue, net profit, and operating cash flow **Consolidated Balance Sheet Summary (2024-06-30)** | Item | Closing Balance (Yuan) | Opening Balance (Yuan) | | :--- | :--- | :--- | | **Total Current Assets** | 1,763,487,722.28 | 1,867,319,755.50 | | **Total Non-Current Assets** | 1,760,646,495.53 | 1,690,397,908.54 | | **Total Assets** | **3,524,134,217.81** | **3,557,717,664.04** | | **Total Liabilities** | 568,212,276.23 | 684,562,416.03 | | **Total Equity Attributable to Parent Company** | 2,945,658,682.17 | 2,863,057,594.87 | | **Total Liabilities and Equity** | **3,524,134,217.81** | **3,557,717,664.04** | **Consolidated Income Statement Summary (H1 2024)** | Item | H1 2024 (Yuan) | H1 2023 (Yuan) | | :--- | :--- | :--- | | **I. Total Operating Revenue** | **697,345,035.52** | **633,605,486.61** | | Including: Operating Revenue | 697,345,035.52 | 633,605,486.61 | | **II. Total Operating Costs** | 553,550,938.10 | 511,640,384.33 | | Including: Cost of Goods Sold | 454,577,642.77 | 422,183,448.36 | | R&D Expenses | 27,692,178.37 | 22,697,273.35 | | **III. Operating Profit** | 162,851,263.04 | 149,248,902.67 | | **IV. Total Profit** | 162,952,373.41 | 149,358,431.04 | | **V. Net Profit** | **143,894,870.97** | **130,329,340.63** | | Net Profit Attributable to Parent Company Shareholders | 143,729,264.70 | 129,645,713.52 | **Consolidated Cash Flow Statement Summary (H1 2024)** | Item | H1 2024 (Yuan) | H1 2023 (Yuan) | | :--- | :--- | :--- | | **Net Cash Flow from Operating Activities** | **218,751,274.11** | **145,970,482.96** | | **Net Cash Flow from Investing Activities** | -96,057,048.70 | -79,701,884.66 | | **Net Cash Flow from Financing Activities** | -67,912,097.00 | -79,651,585.20 | | **Net Increase in Cash and Cash Equivalents** | 55,371,237.77 | -13,366,751.92 | [Notes to Consolidated Financial Statement Items](index=103&type=section&id=VII.%20Notes%20to%20Consolidated%20Financial%20Statement%20Items) Key balance sheet items include ¥233.70 million in cash, ¥490.33 million in accounts receivable, and ¥1.20 billion in fixed assets | Item | Closing Balance (Yuan) | Opening Balance (Yuan) | | :--- | :--- | :--- | | Cash on Hand | 103,720.95 | 198,198.82 | | Bank Deposits | 218,318,779.48 | 162,853,063.84 | | Other Monetary Funds | 15,278,314.03 | 43,429,316.52 | | **Total** | **233,700,814.46** | **206,480,579.18** | | Aging | Closing Book Balance (Yuan) | | :--- | :--- | | Within 1 year | 473,506,261.92 | | 1 to 2 years | 8,299,182.57 | | 2 to 3 years | 1,722,368.83 | | Over 3 years | 6,803,415.43 | | **Total** | **490,331,228.75** | | Item | Book Balance (Yuan) | Inventory Write-down Provision (Yuan) | Book Value (Yuan) | | :--- | :--- | :--- | :--- | | Raw Materials | 38,785,141.07 | 3,783,841.34 | 35,001,299.73 | | Work in Progress | 125,363,258.12 | 633.26 | 125,362,624.86 | | Finished Goods | 53,937,324.47 | 4,490,545.75 | 49,446,778.72 | | Goods in Transit | 66,504,481.96 | 1,089,026.07 | 65,415,455.89 | | **Total** | **286,598,452.90** | **9,364,046.42** | **277,234,406.48** | [R&D Expenditures](index=136&type=section&id=VIII.%20R&D%20Expenditures) R&D expenditure increased by 22.01% year-over-year to ¥27.69 million, all of which was expensed | Item | Current Period Amount (Yuan) | Prior Period Amount (Yuan) | | :--- | :--- | :--- | | Employee Compensation | 11,883,639.39 | 10,328,114.21 | | Material Consumption | 6,927,226.89 | 6,258,525.23 | | Depreciation and Amortization | 8,544,952.38 | 5,572,730.73 | | Other Expenses | 336,359.71 | 537,903.18 | | **Total** | **27,692,178.37** | **22,697,273.35** |
贝斯特:精加工技术外延,工业母机+人形机器人带来新增量
Tianfeng Securities· 2024-07-24 12:00
Investment Rating - The report assigns a "Buy" rating for the company with a target price of 20.4 CNY, indicating an expected return of over 20% within the next six months [24][101]. Core Insights - The company has a strong competitive advantage in the automotive parts sector, particularly in precision components and turbocharger technology, which are essential for improving fuel efficiency and reducing emissions [14][85]. - The rapid expansion of production capacity in the new energy vehicle (NEV) segment is expected to drive significant revenue growth, with a focus on lightweight and high-value precision components [20][73]. - The company has established a solid customer base, with major clients including Garrett, Cummins, and Bosch, contributing to a stable revenue stream [30][115]. Summary by Sections 1. Precision Processing and Technology Migration - The company has deep expertise in precision processing, which has allowed it to expand into new business areas such as industrial mother machines and humanoid robots [29][125]. - The establishment of subsidiaries like Anhui Best New Energy Vehicle Parts Co., Ltd. aims to enhance its presence in the NEV market [22][73]. 2. Automotive Parts Business - The automotive parts segment accounted for 89.58% of total revenue in 2023, with a gross margin of 34.46%, reflecting the high technical barriers of its main products [35][100]. - The company is actively expanding its production capacity for NEV components, with plans to produce 1.4 million units annually once fully operational [117][73]. 3. Financial Performance - The company reported a revenue of 1.34 billion CNY in 2023, a year-on-year increase of 22.4%, with net profit reaching 263.51 million CNY, up 15.13% [81][69]. - The report forecasts continued growth in revenue and net profit through 2026, driven by the expansion of its NEV component production [101][69]. 4. Market Trends and Opportunities - The shift towards lightweight vehicles is a significant trend in the automotive industry, with reductions in vehicle weight leading to improved energy efficiency and extended driving range for electric vehicles [18][87]. - The company is well-positioned to capitalize on the growing demand for precision components in the robotics sector, particularly as humanoid robots become more prevalent [122][125].
贝斯特:首次覆盖深度:精密零部件筑基,新能源汽车零部件和丝杠业务打开成长空间
Shanghai Securities· 2024-07-24 03:02
公 司 深 度 ——贝斯特首次覆盖深度 [Table_Rating] 买入(首次) [投资摘要 Table_Summary] 专注精密零部件与智能装备,延伸拓展新能源汽车零部件、工业母 机、人形机器人核心部件等业务 公司充分发挥"精密加工为特长、铸造产业为支撑、智能装备为驱 动"的产业联动发展的核心竞争优势,围绕三梯次产业进行战略布 局。公司业务分为三大板块:一、各类精密零部件、智能装备及工装 夹具等原有业务;二、新能源汽车零部件业务,重点布局新能源汽车 轻量化结构件、高附加值精密零部件以及氢燃料、天然气燃料汽车核 心部件等产品;三、工业母机、人形机器人等领域,全面布局直线滚 动功能部件,产品包括:高精度滚珠/滚柱丝杠副、高精度滚动导轨副 等。公司营收近年来保持稳健增长势头,盈利能力维持在较高水平。 2023 年,公司实现营业收入 13.43 亿元,同比+22.42%;实现归母净 利润2.64亿元,同比+15.13%,公司连续十年毛利率保持在34%-43% 区间,盈利能力较强。 新赛道 [Table_QuotePic] 最近一年股票与沪深 300 比较 -17% -6% 5% 16% 27% 38% 49% ...
贝斯特:点评报告:新兴业务持续推进,发展空间不断拓展
Guoyuan Securities· 2024-07-12 08:30
Investment Rating - The report maintains an "Accumulate" rating for the company [5][10]. Core Insights - The company has a clear three-tier industrial layout, with the first tier focusing on core components for turbochargers and precision parts, providing a stable foundation for growth. The second tier targets core components for electric, hydrogen fuel, and natural gas vehicles, while the third tier encompasses linear rolling components, including products for industrial machines and humanoid robots, indicating significant growth potential [9][10]. - The company reported a 21.65% year-on-year increase in sales of turbocharger core components, totaling 31.73 million units, with related revenue reaching 1.014 billion yuan, a 15.67% increase. Sales of new energy components also grew by 22.20%, achieving revenue of 151 million yuan, up 64.75% [10]. Financial Data and Valuation - Revenue projections are as follows: 1,097.28 million yuan in 2022, 1,343.25 million yuan in 2023, and expected to reach 1,670.98 million yuan in 2024, reflecting a year-on-year growth of 22.42% and 24.40% respectively [4]. - Net profit attributable to shareholders is projected to be 228.87 million yuan in 2022, 263.51 million yuan in 2023, and 334.14 million yuan in 2024, with corresponding year-on-year growth rates of 16.35% and 26.81% [4]. - The company's price-to-earnings (P/E) ratio is expected to decrease from 31.32 in 2022 to 21.45 in 2024, indicating improving valuation metrics [4][10].
贝斯特20240606
2024-06-07 05:33
这个近期的情况啊,贝斯特是这个一个非常优质的啊,从这个机械加工起家的一个公司,呃,那么公司从最初的这个涡轮增压的液轮啊,做到后续的,呃,这个机床的一些核心的零部件,呃,到后续的往这个机器人以及汽车四杠的一些拓展。 那我们认为呢公司其实从这个以自身的这个家具制造为基础有非常强的这样的一个延展性而且呢不断的在这个变化的市场中在证明自己所以说今天呢我们也是请我们团队的这个房小华老师给大家做一些这个公司的逻辑的汇报和一些近况的更新小华你直接看嗯好的好的谢谢老师 各位客户大家早上好我是樊江华我来介绍一下这个贝斯的情况首先是这个基本情况贝斯它是地处江苏无锡同时是一家非常优质的精密加工零部件供应商从主营业务的角度来看目前是主要分两块一块是企业零部件一块是工匠家具其中接近90%以上的零售是来自于企业零部件那么 凌波剑板块,气灵板块主要也是包括了两块一块是精密加工的这种凌波剑主要是涡轮增压器相关的凌波剑一块是新年汽车相关的凌波剑那么从涡轮增压器我们一块来简单看一看就是涡轮增压器这一块它主要是包括了涡轮增压器的精密构成件还有一些 呃像这个窝窝窝窝窝窝窝窝窝窝窝窝窝窝窝窝窝窝窝窝窝窝窝窝窝窝窝窝 新年汽车里面的这个以及这个从燃油车 ...
贝斯特:2023年度权益分派实施公告
2024-06-05 10:28
股票代码:300580 股票简称:贝斯特 公告编号:2024-019 无锡贝斯特精机股份有限公司 2023 年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有虚假 记载、误导性陈述或重大遗漏。 一、股东大会审议通过利润分配及资本公积金转增股本方案等情况 1、无锡贝斯特精机股份有限公司(以下简称"公司")2023 年度利润分配方 案已获公司 2024 年 5 月 17 日召开的 2023 年度股东大会审议通过,具体分配方 案为:以截至 2023 年 12 月 31 日公司总股本 339,560,485 股为基数,向全体股东 每 10 股派发现金红利人民币 2.00 元(含税);同时以资本公积金向全体股东每 10 股转增 4.7 股;不送红股。若公司总股本由于可转债转股、股份回购、股权激 励行权、再融资新增股份上市等原因发生变动的,公司将按照"每股派发现金分 红比例、送红股比例、资本公积金转增股本比例固定不变"的原则,即保持每 10 股派发现金红利 2.00 元(含税)不变,每 10 股转增 4.7 股不变,相应调整现金 红利总额和转增股本总额。 2、自公司董事会审议通过利润分配 ...
贝斯特:江苏太湖律师事务所关于无锡贝斯特精机股份有限公司2023年度股东大会之法律意见书
2024-05-17 11:13
贝斯特 2023 年度股东大会法律意见书 江苏太湖律师事务所 | 江苏省无锡市太湖西大道 | 电子邮件:shanshiwen@jsthlaw.com | | --- | --- | | 2168 号佳城大厦 411 室 | 电话 TEL. : 86-510-8589-8601 | | 邮编:214072 | 传真 FAX. : 86-510-8589-8602 | 4/F, Jiacheng Building, No.2168 West TaiHuAvenue,Wuxi City , 214072, JiangSu, PRC 关于 无锡贝斯特精机股份有限公司 2023 年度股东大会 之 法律意见书 2024 年 5 月 17 日 1 江苏太湖律师事务所 江苏省无锡市太湖西大道 2168 号佳城大厦 411 室 贝斯特 2023 年度股东大会法律意见书 江苏太湖律师事务所 致:无锡贝斯特精机股份有限公司 江苏太湖律师事务所(以下称"本所")接受贵公司的委托,指派律师 (以下称"本所律师")出席贵公司 2023 年年度股东大会(以下称"本次股东 大会"),并依据《中华人民共和国公司法》(以下简称"《公司法》")、 ...
贝斯特:2023年度股东大会决议公告
2024-05-17 11:13
股票代码:300580 股票简称:贝斯特 公告编号:2024-018 无锡贝斯特精机股份有限公司 2023 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、准确和完整,没有虚假 记载、误导性陈述或重大遗漏。 特别提示: 1、本次股东大会没有议案被否决; 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席的情况 (一)会议召开情况 1、会议时间 (1)现场会议时间:2024 年 5 月 17 日(星期五) 下午 1:00 (2)网络投票时间:2024 年 5 月 17 日。其中,通过深圳证券交易所交易 系统进行网络投票的时间为 2024 年 5 月 17 日 9:15—9:25,9:30—11:30 和 13:00—15:00;通过深圳证券交易所互联网投票系统进行投票的具体时间为2024 年 5 月 17 日 9:15—15:00。 2、现场会议召开的地点:江苏省无锡市滨湖区胡埭工业园陆藕东路186号 公司陆藕东路厂区408会议室 3、召开方式:以现场表决与网络投票相结合的方式召开 4、召集人:公司董事会 5、主持人:董事长曹余华先生 6、会议召开的合法性及合规性:本次 ...