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南京聚隆(300644) - 长城证券股份有限公司关于南京聚隆科技股份有限公司2025半年度持续督导跟踪报告
2025-09-01 11:19
长城证券股份有限公司 关于南京聚隆科技股份有限公司 2025 半年度持续督导跟踪报告 | 保荐人名称:长城证券股份有限公司 | 被保荐公司简称:南京聚隆 | | --- | --- | | 保荐代表人姓名:胡耿骅 | 联系电话:0755-83516222 | | 保荐代表人姓名:乔莹莹 | 联系电话:0755-83516222 | 注:乔莹莹自 2025 年 6 月起,接替原保荐代表人张延冬履行持续督导职责。 一、保荐工作概述 南京聚隆科技股份有限公司向不特定对象发行可转换公司债券于 2023 年 8 月 17 日在深圳证券交易所上市,保荐人自 2023 年 8 月 17 日起开始履行持续督 导职责。本报告内容覆盖期间自 2025 年 1 月 1 日起至本报告出具之日止。 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | (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 | 0 | | 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 ...
南京聚隆(300644) - 关于持股5%以上股东变更名称的公告
2025-08-27 08:52
证券代码:300644 证券简称:南京聚隆 公告编号:2025-096 债券代码:123209 债券简称:聚隆转债 经营范围许可项目:危险化学品经营;食品销售;第三类医疗器械经营(依法须 经批准的项目,经相关部门批准后方可开展经营活动,具体经营项目以审批结果为准) 一般项目:货物进出口;进出口代理;技术进出口;国内贸易代理;纺织、服装及家 庭用品批发;服装服饰零售;服装辅料销售;针纺织品及原料销售;人造板销售;木 材销售;金属材料销售;服装制造;服装辅料制造;面料纺织加工;服饰研发;面料 印染加工;专业设计服务;普通货物仓储服务(不含危险化学品等需许可审批的项 目);非居住房地产租赁;住房租赁;社会经济咨询服务;食用农产品批发;食用农 产品零售;食用农产品初加工;以自有资金从事投资活动;自有资金投资的资产管理 服务;化工产品销售(不含许可类化工产品);互联网销售(除销售需要许可的商 品);日用百货销售;第二类医疗器械销售;光伏设备及元器件销售;汽车销售;产 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。 南京聚隆科技股份有限公司(以下简称"公司")近日收到公司 ...
塑料板块8月27日跌2.57%,裕兴股份领跌,主力资金净流出16.21亿元
Market Overview - The plastic sector experienced a decline of 2.57% on August 27, with Yuxing Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Stock Performance - Notable gainers in the plastic sector included: - Anli Co., Ltd. with a closing price of 25.64, up 13.05% and a trading volume of 388,600 shares, totaling 994 million yuan [1] - Weike Technology with a closing price of 99.00, up 6.46% and a trading volume of 103,900 shares, totaling 1.033 billion yuan [1] - Major decliners included: - Yuxing Co., Ltd. with a closing price of 6.39, down 7.53% and a trading volume of 150,700 shares, totaling 100 million yuan [2] - Nanjing Jinglong with a closing price of 35.50, down 7.09% and a trading volume of 126,100 shares, totaling 465 million yuan [2] Capital Flow - The plastic sector saw a net outflow of 1.621 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.314 billion yuan [2] - The table of capital flow indicates that: - Qide New Materials had a net inflow of 28.57 million yuan from institutional investors, while retail investors had a net outflow of 27.24 million yuan [3] - Anli Co., Ltd. experienced a net inflow of 17.96 million yuan from institutional investors, with a net outflow of 29.36 million yuan from retail investors [3]
2025年上半年橡胶和塑料制品业企业有28268个,同比增长5.62%
Chan Ye Xin Xi Wang· 2025-08-25 02:54
Group 1 - The core viewpoint of the article highlights the growth in the rubber and plastic products industry in China, with an increase in the number of enterprises and a significant contribution to the industrial sector [1][3]. - As of the first half of 2025, there are 28,268 enterprises in the rubber and plastic products industry, which is an increase of 1,503 enterprises compared to the same period last year, representing a year-on-year growth of 5.62% [1]. - The rubber and plastic products industry accounts for 5.43% of the total industrial enterprises in China [1]. Group 2 - The report referenced is titled "2025-2031 China Plastic Products Industry Market Status Analysis and Future Outlook Report" published by Zhiyan Consulting [1]. - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services [2].
南京聚隆2025年中报简析:营收净利润同比双双增长,盈利能力上升
Zheng Quan Zhi Xing· 2025-08-21 22:55
Core Viewpoint - Nanjing Julong (300644) reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit compared to the previous year [1][3]. Financial Performance - Total revenue reached 1.257 billion yuan, a year-on-year increase of 25.75% [1] - Net profit attributable to shareholders was 57.36 million yuan, up 40.73% year-on-year [1] - In Q2 2025, revenue was 663 million yuan, reflecting a 20.27% increase year-on-year, while net profit for the quarter was 26.84 million yuan, up 49.88% [1] Profitability Metrics - Gross margin improved to 16.36%, an increase of 11.86% year-on-year [1] - Net margin rose to 4.64%, up 8.36% year-on-year [1] - Total expenses (selling, administrative, and financial) amounted to 93.61 million yuan, accounting for 7.45% of revenue, a decrease of 1.07% year-on-year [1] Key Financial Ratios - Earnings per share increased to 0.53 yuan, a rise of 39.3% year-on-year [1] - Net asset value per share was 8.6 yuan, up 11.89% year-on-year [1] - Operating cash flow per share was -0.48 yuan, a significant decrease of 144.48% year-on-year [1] Changes in Financial Items - Accounts receivable increased by 28.25% to 724 million yuan, attributed to increased collections [3] - Construction in progress rose by 65.69% due to more ongoing projects [3] - Contract liabilities increased by 43.76% due to higher prepayments received [3] Business Model and Strategy - The company is actively expanding its business channels and strategic layout, leading to revenue growth in modified general plastics and long glass fiber reinforced materials [3] - R&D expenses increased by 29.34%, indicating a focus on innovation and product development [3] Cash Flow and Debt Analysis - The net cash flow from operating activities decreased by 145.30%, primarily due to increased cash payments for goods and services [3] - The company’s cash and cash equivalents showed a significant decline, with a net increase of -95.31% [3] - The interest-bearing debt ratio reached 22.54%, indicating a notable level of leverage [5]
南京聚隆:2025年上半年净利润5736.44万元,同比增长40.73%
Jing Ji Guan Cha Wang· 2025-08-21 04:33
Core Insights - Nanjing Julong (300644) reported a significant increase in revenue and net profit for the first half of 2025, indicating strong financial performance [1] Financial Performance - The company achieved operating revenue of 1.257 billion yuan, representing a year-on-year growth of 25.75% [1] - Net profit reached 57.3644 million yuan, with a year-on-year increase of 40.73% [1] - Basic earnings per share were reported at 0.5310 yuan [1] - The weighted average return on equity (ROE) stood at 5.87% [1]
南京聚隆(300644.SZ):2025年中报净利润为5736.44万元
Xin Lang Cai Jing· 2025-08-21 01:48
公司摊薄每股收益为0.53元。 公司最新总资产周转率为0.53次。最新存货周转率为2.37次。 公司营业总收入为12.57亿元。归母净利润为5736.44万元。经营活动现金净流入为-5315.63万元,较去 年同报告期经营活动现金净流入减少1.71亿元,同比较去年同期下降145.30%。 公司最新资产负债率为57.84%,较去年同期资产负债率增加0.70个百分点。 公司最新毛利率为16.36%。最新ROE为5.82%。 2025年8月21日,南京聚隆(300644.SZ)发布2025年中报。 公司股东户数为1.35万户,前十大股东持股数量为5211.23万股,占总股本比例为47.39%,前十大股东 持股情况如下: | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | | 刘越 | 14.51% | | N H | 江苏舜天股份有限公司 | 14.21% | | 4 | 吴劲松 | 6.61% | | | 刘曙阳 | 5.37% | | 5 | 严渝荫 | 1.76% | | 6 | 陈文健 | 1.64% | | 7 | 蔡静 | 0.87% | | 8 | BARCLAYS ...
南京聚隆(300644.SZ):2025年中报净利润为5736.44万元、较去年同期上涨40.73%
Xin Lang Cai Jing· 2025-08-21 01:35
公司最新毛利率为16.36%,较上季度毛利率增加0.27个百分点,实现5个季度连续上涨,较去年同期毛利率增加1.73个百分点。最新ROE为5.82%,较去年同 期ROE增加1.18个百分点。 公司摊薄每股收益为0.53元,较去年同报告期摊薄每股收益增加0.15元,实现3年连续上涨,同比较去年同期上涨39.30%。 公司最新总资产周转率为0.53次,较去年同期总资产周转率增加0.05次,实现2年连续上涨,同比较去年同期上涨9.78%。最新存货周转率为2.37次,较去年 同期存货周转率增加0.11次,实现2年连续上涨,同比较去年同期上涨4.74%。 公司股东户数为1.35万户,前十大股东持股数量为5211.23万股,占总股本比例为47.39%,前十大股东持股情况如下: | 序号 | 股东名称 | 持股 | | --- | --- | --- | | 1 | 刘越 | 14.5 | | 2 | 江苏舜天股份有限公司 | 14.2 | | ന | 吴劲松 | 6.61 | | 4 | 刘曙阳 | 5.37 | | 5 | 严渝荫 | 1.76 | | 6 | 陈文健 | 1.64 | | 7 | 蔡静 | 0.87 ...
机构风向标 | 南京聚隆(300644)2025年二季度已披露持仓机构仅2家
Xin Lang Cai Jing· 2025-08-21 01:13
Core Viewpoint - Nanjing Julong (300644.SZ) reported a total institutional holding of 16.56 million shares, representing 15.06% of its total equity as of August 20, 2025, indicating a slight increase in institutional ownership compared to the previous quarter [1] Institutional Holdings - As of the report date, there are 2 institutional investors holding shares in Nanjing Julong, with a combined holding of 16.56 million shares [1] - The institutional ownership increased by 0.85 percentage points from the previous quarter [1] - The institutional investors include Jiangsu Shuntian Co., Ltd. and BARCLAYS BANK PLC, with the total institutional holding percentage reaching 15.06% [1] Foreign Investment - One new foreign institutional investor, BARCLAYS BANK PLC, has disclosed its holdings in the current period [1]
南京聚隆:增补公司董事
Zheng Quan Ri Bao Wang· 2025-08-20 14:12
Core Viewpoint - Nanjing Julong (300644) announced the appointment of Mr. Zhang Long as a non-independent director of the sixth board and a member of the board's strategic committee [1] Group 1 - The board of directors of Nanjing Julong approved the addition of Mr. Zhang Long to the board [1] - Mr. Zhang Long will serve as a member of the strategic committee of the board [1]