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江丰电子(300666) - 2024 Q4 - 年度财报
2025-04-15 12:35
Financial Performance - The company's revenue for 2024 reached ¥3,604,962,847.84, representing a 38.57% increase compared to ¥2,601,608,568.67 in 2023[20]. - Net profit attributable to shareholders for 2024 was ¥400,564,027.03, a 56.79% increase from ¥255,474,568.79 in 2023[20]. - The net profit after deducting non-recurring gains and losses was ¥303,505,740.66, up 94.92% from ¥155,706,191.91 in 2023[20]. - The total assets of the company increased by 38.55% to ¥8,689,443,785.51 at the end of 2024, compared to ¥6,271,647,079.35 at the end of 2023[20]. - The basic earnings per share for 2024 was ¥1.51, a 57.29% increase from ¥0.96 in 2023[20]. - The company achieved a revenue of 3.605 billion yuan, representing a year-on-year growth of 38.57%[54]. - The net profit attributable to shareholders reached 401 million yuan, with a year-on-year increase of 56.79%[54]. - The sales revenue from ultra-pure metal sputtering targets was 2.333 billion yuan, growing by 39.51% year-on-year, further expanding the company's market share in the global wafer manufacturing sector[54]. - The semiconductor precision components business generated sales revenue of 887 million yuan, marking a significant year-on-year growth of 55.53%[57]. Cash Flow and Investments - The company reported a negative net cash flow from operating activities of ¥96,329,842.68 in 2024, a decline of 138.37% compared to a positive cash flow of ¥251,025,634.23 in 2023[20]. - Operating cash inflow totaled ¥3,308,985,128.79 in 2024, a 31.94% increase compared to ¥2,507,962,685.82 in 2023[94]. - Operating cash outflow rose by 50.88% to ¥3,405,314,971.47 in 2024 from ¥2,256,937,051.59 in 2023[94]. - Investment cash inflow increased by 128.01% to ¥131,315,379.79 in 2024, compared to ¥57,592,100.00 in 2023[94]. - Financing cash inflow rose by 48.96% to ¥2,190,586,637.62 in 2024, up from ¥1,470,597,926.59 in 2023[94]. - The company reported a net increase in cash and cash equivalents of ¥166,535,668.51 in 2024, a 146.81% increase from -¥355,775,567.30 in 2023[95]. Research and Development - R&D expenses amounted to 217 million yuan, reflecting a year-on-year increase of 26.50%[58]. - The company has obtained a total of 894 valid domestic patents, including 531 invention patents, enhancing its technological capabilities[58]. - The company has established multiple high-level innovation platforms, including a national-level enterprise technology center and a provincial-level high-tech enterprise R&D center, enhancing its R&D capabilities[65]. - The company’s R&D expenses for 2024 amounted to 217 million yuan, an increase of 26.50% compared to the previous year[145]. - R&D investment accounts for over 5% of the company's operating revenue, indicating a leading position in the industry[65]. Market Position and Strategy - Jiangfeng Electronics has established itself as a core supplier for major chip manufacturers like TSMC and SMIC, participating actively in global market competition[30]. - The company aims to become a world-class semiconductor enterprise, contributing to the strategic needs of the national semiconductor industry[30]. - The company is focusing on enhancing its core business and aims to become a world-class semiconductor materials enterprise[145]. - The company plans to continue expanding its market presence and investing in new product development[29]. - The company is committed to deepening its strategic layout in related industries and continuously enriching its product portfolio in the integrated circuit sector[126]. Corporate Governance - The company has established an audit committee under the board of directors to oversee internal and external audits[152]. - The company respects and maintains the legitimate rights and interests of stakeholders, balancing the interests of shareholders, employees, and society[152]. - The company has a complete internal control system in place, ensuring the authenticity and completeness of financial information[152]. - The company has implemented a structured approach to determine the remuneration of its directors and senior management based on their roles and responsibilities[171]. - The company has established specialized committees to enhance governance and operational efficiency, although specific details were not provided in the report[179]. Shareholder Engagement - The company plans to distribute a cash dividend of 3.06 RMB per 10 shares to all shareholders, based on a total share capital of 264,318,383 shares after deducting repurchased shares[4]. - The company has implemented a shareholder dividend plan, with cash dividends exceeding 20% of net profit attributable to shareholders for the past three years[146]. - The company is actively communicating with investors through various channels to enhance transparency and convey long-term investment value[147]. - The company has developed a value enhancement plan to strengthen its market management and protect investor rights[144]. Risks and Challenges - The company faces risks in new product development due to the high costs and long cycles associated with R&D, but it has accumulated significant experience and technology reserves to mitigate these risks[134][135]. - The company is at risk of declining profitability due to increased capital expenditures and R&D investments, but it aims to minimize this risk through effective market development and cost control[138]. - The company faces exchange rate risks due to a high proportion of foreign sales, primarily settled in USD and JPY, and it will implement measures to mitigate these risks[141].
江丰电子:2024年净利润同比增长56.79%
news flash· 2025-04-15 12:32
江丰电子(300666)公告,2024年营业收入36.05亿元,同比增长38.57%。归属于上市公司股东的净利 润4.01亿元,同比增长56.79%。基本每股收益1.51元/股,同比增长57.29%。公司拟向全体股东每10股派 发现金红利3.06元(含税),送红股0股(含税),以资本公积金向全体股东每10股转增0股。 ...
江丰电子(300666) - 关于向境外全资孙公司增加投资的公告
2025-04-15 10:47
证券代码:300666 证券简称:江丰电子 公告编号:2025-041 宁波江丰电子材料股份有限公司 关于向境外全资孙公司增加投资的公告 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。 5、注册资本:100,000,000韩元 一、本次增加投资概况 宁波江丰电子材料股份有限公司(以下简称"公司")于 2023 年 7 月 28 日 召开第三届董事会第四十一次会议,审议通过了《关于在韩国投资设立全资孙公 司的议案》,同意由公司全资子公司江丰电子材料(香港)股份有限公司(英文 名为 Konfoong Materials International Co., Limited,以下简称"香港江丰")在韩 国投资设立 KFAM CO., LTD.(以下简称"韩国江丰"),建设韩国生产基地,投 资总额不超过人民币 3.50 亿元。韩国江丰于 2023 年 10 月 31 日在韩国完成注册 登记,并取得了登记事项证明书。具体内容详见公司在巨潮资讯网 (www.cninfo.com.cn)于 2023 年 7 月 31 日披露的《关于在韩国投资设立全资孙 公司的公告》(公告编 ...
A股近5000股上涨!专家估计“中国版平准基金”规模1.5万亿以上 关税战拉响“特朗普衰退”预警
21世纪经济报道· 2025-04-10 04:28
Market Overview - A-shares experienced a collective rebound on April 10, with the Shanghai Composite Index rising by 0.93% and the ChiNext Index increasing by 2.4% [1][2] - The market saw active performance in sectors such as consumer electronics, robotics, AI applications, and precious metals, with nearly 5,000 stocks rising [1] Precious Metals Sector - The precious metals sector showed significant movement, with Sichuan Gold hitting the daily limit [5] - As of 11:26 AM, spot gold prices broke above $1,310 per ounce, gaining nearly $50, a rise of 1.6% [6] - London gold prices increased by 1.55% year-to-date, while COMEX gold rose by 1.99% [7] Company Responses to Tariff Policies - Several companies, including Cambrian and Tengda Technology, reported that the recent U.S. tariff policies would have limited impact on their operations, with overseas revenue constituting less than 1% of total income [12][14] - Companies like Far East Holdings emphasized their focus on domestic supply chains, indicating minimal effects from the tariffs [15] Economic Outlook and Tariff Impact - The U.S. economic growth forecast has been downgraded, with expectations of growth significantly below 2% for the year [18] - The imposition of tariffs has led to increased volatility in the U.S. stock market, with major indices experiencing substantial gains on April 9, including a 12.16% rise in the Nasdaq Composite [20] - Despite the market rebound, concerns about ongoing tariff negotiations and potential recession risks remain prevalent, with a 79% probability of recession indicated by JPMorgan's metrics [22]
A股回购潮筑牢市场防线,美的集团、中远海控等蓝筹股已入场,还有多家公司披露海外布局情况
Mei Ri Jing Ji Xin Wen· 2025-04-10 00:27
每经记者 赵李南 每经编辑 马子卿 4月9日,A股上市公司密集披露应对美国关税政策的公告。 宸展光电坦言关税对产业链冲击广泛,但公司已经通过泰国、墨西哥等海外生产基地进行布局。光弘科 技宣布收购法国企业AC公司,加速墨西哥、欧洲、非洲产能落地。同时,多家上市公司开启"护盘模 式",大蓝筹股美的集团、中远海控等已经开始入场回购。 宸展光电等多家公司披露海外布局情况 宸展光电(SZ003019,股价26.38元,市值46.08亿元)称,本次关税加征属全球性事件,对产业中几乎 所有参与者皆有影响。据此,评估本事件对公司影响时,需将竞争对手生产地被课征的关税率纳入综合 考虑。宸展光电表示,从2024年开始公司已在泰国建设生产基地,并在年底前量产。据悉,宸展光电出 口至美国的产品,已有70%由泰国生产,因泰国被课征的关税率相对较低,在整个竞争环境中,公司受 影响程度相对低。此外,通过泰国出货的商品入关美国时所发生的关税主要是由进口商(客户端)支 付。 江丰电子(SZ300666,股价68.71元,市值182.31亿元)表示,2024年公司出口美国的产品收入占公司 总营业收入的比例约为1.19%,占比较低。因此,本次美国 ...
宁波江丰电子材料股份有限公司关于部分募集资金专户销户完成的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:300666 证券简称:江丰电子 公告编号:2025-029 宁波江丰电子材料股份有限公司 关于部分募集资金专户 销户完成的公告 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。 一、募集资金的基本情况 经中国证券监督管理委员会《关于同意宁波江丰电子材料股份有限公司向特定对象发行股票注册的批 复》(证监许可〔2022〕1881号)同意注册,宁波江丰电子材料股份有限公司(以下简称"公司")向特 定对象发行人民币普通股(A股)19,394,117股,发行价格为人民币85.00元/股,募集资金总额为人民币 1,648,499,945.00元,扣除总发行费用人民币(不含税)19,813,579.13元,实际募集资金净额为人民币 1,628,686,365.87元。2022年9月20日,立信会计师事务所(特殊普通合伙)出具了信会师报字[2022]第 ZF11200号《验资报告》,对公司截至2022年9月20日止的募集资金到账情况进行了审验确认。 二、募集资金存放与管理情况 为了规范募集资金的管理和使用,保护投资者 ...
A股公告精选 | 荣盛石化(002493.SZ)、宁波海运(600798.SH)等多家公司回购增持股份
智通财经网· 2025-04-09 12:36
今日聚焦 1、荣盛石化:控股股东拟10亿元-20亿元增持公司股份 荣盛石化公告,控股股东荣盛控股拟自2025年4月8日起6个月内增持不低于10亿元且不超过20亿元公司 股份,增持不设定价格区间,将根据股票价格波动情况及二级市场整体趋势择机实施。中国工商银行浙 江省分行承诺为荣盛控股增持荣盛石化股份提供专项贷款支持,贷款金额不超过18亿元,贷款期限三 年。 2、江丰电子:美国加征关税对公司影响较小 江丰电子公告,经评估,本次美国加征关税对公司经营产生的影响较小。公司采购的主要原材料为各种 高纯度的金属材料,公司作为国内电子材料领域的龙头企业,通过多年布局已实现原材料采购的国内 化、产业链的本土化,构建了安全稳定的供应链体系。因此,本次关税政策对公司现有采购业务的影响 较小。公司的主要产品高纯金属溅射靶材及半导体零部件具有定制化程度高、技术含量高、客户稳定性 强等特点,客户资源较为广泛。2024年公司出口美国的产品收入占公司总营业收入的比例约为1.19%, 占比较低。目前,公司订单充足,经营正常,各项业务稳步推进,未受到显著影响。 3、宁波海运:控股股东之一致行动人拟增持公司不超2%股份 宁波海运公告,公司控股股 ...
江丰电子:美国加征关税对公司影响较小
news flash· 2025-04-09 08:52
江丰电子(300666)公告,近日美国政府宣布实施"对等关税"政策,对全球贸易伙伴加征关税。公司作 为国内电子材料领域的龙头企业,通过多年布局已实现原材料采购的国内化、产业链的本土化,构建了 安全稳定的供应链体系。本次关税政策对公司现有采购业务的影响较小。2024年公司出口美国的产品收 入占公司总营业收入的比例约为1.19%,占比较低。因此,本次关税政策对公司整体经营影响较小。目 前,公司订单充足,经营正常,各项业务稳步推进,未受到显著影响。 ...
江丰电子(300666) - 关于近期关税相关政策对公司影响的自愿性披露公告
2025-04-09 08:48
公司采购的主要原材料为各种高纯度的金属材料,公司作为国内电子材料领 域的龙头企业,通过多年布局已实现原材料采购的国内化、产业链的本土化,构 建了安全稳定的供应链体系。因此,本次关税政策对公司现有采购业务的影响较 小。 公司的主要产品高纯金属溅射靶材及半导体零部件具有定制化程度高、技术 含量高、客户稳定性强等特点,公司的客户资源较为广泛。2024 年公司出口美国 的产品收入占公司总营业收入的比例约为 1.19%,占比较低。因此,本次关税政 策对公司整体经营影响较小。 目前,公司订单充足,经营正常,各项业务稳步推进,未受到显著影响。 证券代码:300666 证券简称:江丰电子 公告编号:2025-030 宁波江丰电子材料股份有限公司 关于近期关税相关政策对公司影响的自愿性披露公告 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。 近日,美国政府宣布实施"对等关税"政策,对全球贸易伙伴加征关税,引 发市场高度关注。宁波江丰电子材料股份有限公司(以下简称"公司")持续密 切关注国际贸易环境变化,结合公司实际业务情况,经评估,本次美国加征关税 对公司经营产生的影响较小,相 ...
江丰电子(300666) - 关于部分募集资金专户销户完成的公告
2025-04-09 08:48
证券代码:300666 证券简称:江丰电子 公告编号:2025-029 宁波江丰电子材料股份有限公司 注1:经公司第四届董事会第十三次会议、第四届监事会第十三次会议以及2025年第一 次临时股东会审议通过《关于部分募集资金投资项目变更实施主体、实施方式及地点、调整 投资金额及内部投资结构的议案》,公司募投项目"浙江海宁年产1.8万个超大规模集成电路 用超高纯金属溅射靶材产业化项目"的名称变更为"年产1.8万个超大规模集成电路用超高 纯金属溅射靶材生产线技改项目"。 三、本次部分募集资金专户销户情况 公司子公司嘉兴江丰在中国农业银行股份有限公司余姚分行开立的关于"浙 序号 开户主体 银行名称 募集资金专户账号 募集资金用途 账户状态 1 宁波江丰电 子材料股份 有限公司 中国银行股 份有限公司 余姚分行 368881708212 宁波江丰电子年产 5.2 万个超大规模集成电 路用超高纯金属溅射 靶材产业化项目 存续 2 宁波江丰电 子材料股份 有限公司 招商银行股 份有限公司 宁波分行 574906224910621 宁波江丰电子年产 5.2 万个超大规模集成电 路用超高纯金属溅射 靶材产业化项目 存续 3 嘉 ...