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天阳科技(300872):聚焦战略主业夯实壁垒 稳定币相关领域抢先布局
Xin Lang Cai Jing· 2025-06-15 04:40
Core Insights - The company focuses on core business and strategic clients, leading in bank IT sectors such as credit and credit card services, while leveraging AI and internationalization as growth engines [1] - The company maintains an "overweight" rating despite a competitive market, adjusting EPS forecasts for 2025-2026 to 0.20/0.27 yuan, with a new 2027 EPS forecast of 0.35 yuan, and raising the target price to 23.21 yuan per share [2] - The company has solidified its core business barriers, ranking in the top three in credit card and credit management, with a market share in credit cards leading for five consecutive years [3] Financial Performance - In 2024, the company achieved revenue of 1.766 billion yuan, a decrease of 8.76% year-on-year, and a net profit of 78 million yuan, down 33.60% year-on-year [2] - In Q1 2025, the company reported revenue of 487 million yuan, a slight decline of 0.19% year-on-year, and a net profit of 26 million yuan, down 71.88% year-on-year [2] - The decline in revenue is attributed to business restructuring and longer settlement cycles for major client projects, while profit decline is due to increased convertible bond interest expenses and goodwill impairment [2] Growth Drivers - The company added over 20 credit-related projects in 2024, generating approximately 500 million yuan in credit-related revenue [3] - In the AI sector, the company generated nearly 70 million yuan in revenue in 2024, collaborating with Hunan University to develop significant products and integrating with DeepSeek [3] - The company is exploring international development opportunities, having established strategic partnerships with three multinational banking groups and leading in the stablecoin sector with a credit card product that allows stablecoin recharge [3]
天阳科技(300872) - 关于“天阳转债”预计触发赎回条件的提示性公告
2025-06-11 07:52
| 证券代码:300872 | 证券简称:天阳科技 | 公告编号:2025-059 | | --- | --- | --- | | 债券代码:123184 | 债券简称:天阳转债 | | 天阳宏业科技股份有限公司 关于"天阳转债"预计触发赎回条件的提示性公告 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。 特别提示: 天阳宏业科技股份有限公司(以下简称"公司")股票价格自 2025 年 5 月 28 日至 2025 年 6 月 11 日,已有连续 10 个交易日的收盘价格不低于"天阳转债"当期转股价格 (11.71 元/股)的 130%(即 15.23 元/股)。若在未来触发"天阳转债"的有条件赎回条款 (即"在本次发行的可转债转股期内,如果公司股票在任意连续三十个交易日中至少十 五个交易日的收盘价格不低于当期转股价格的 130%(含 130%)"),根据《天阳宏业 科技股份有限公司向不特定对象发行可转换公司债券募集说明书》(以下简称"《募集 说明书》")中有条件赎回条款的相关规定,届时公司董事会将有权决定按照债券面值 加当期应计利息的价格赎回全部或部分未转股 ...
稳定币概念股反弹 雄帝科技涨停
news flash· 2025-06-11 06:20
这几只票暗盘资金正在偷偷流入,立即查看>> 稳定币概念股反弹,雄帝科技(300546)涨停,此前楚天龙(003040)、南天信息(000948)涨停,恒 宝股份(002104)、四方精创(300468)、天阳科技(300872)等跟涨。 ...
互联网金融板块异动走高 兆日科技涨停
news flash· 2025-06-11 02:03
这几只票暗盘资金正在偷偷流入,立即查看>> 互联网金融板块异动走高,兆日科技(300333)涨停,南天信息(000948)、粤传媒(002181)此前封 板,志晟信息涨超10%,四方精创(300468)、长亮科技(300348)、天阳科技(300872)、天玑科技 (300245)、华信永道等跟涨。 ...
华为昇腾概念下跌2.34%,6股主力资金净流出超亿元
Zheng Quan Shi Bao Wang· 2025-06-10 09:27
| 300663 | 科蓝软件 | -3.05 | 6.18 | -6620.58 | | --- | --- | --- | --- | --- | | 600633 | 浙数文化 | -1.48 | 2.96 | -6411.14 | | 300520 | 科大国创 | -2.51 | 5.80 | -5932.31 | | 300634 | 彩讯股份 | -3.68 | 4.78 | -5544.10 | | 600100 | 同方股份 | -1.80 | 1.29 | -5457.32 | | 301486 | 致尚科技 | -3.02 | 7.92 | -4901.41 | | 600498 | 烽火通信 | -2.14 | 1.55 | -4847.92 | | 300229 | 拓尔思 | -2.93 | 3.49 | -4689.35 | | 300047 | 天源迪科 | 0.94 | 15.92 | -4106.01 | | 002173 | 创新医疗 | -1.56 | 15.84 | -3794.01 | | 002439 | 启明星辰 | -2.81 | 2.65 | -3610.9 ...
计算机行业今日涨2.12%,主力资金净流入32.14亿元
Zheng Quan Shi Bao Wang· 2025-06-05 09:09
沪指6月5日上涨0.23%,申万所属行业中,今日上涨的有12个,涨幅居前的行业为通信、电子,涨幅分 别为2.62%、2.31%。计算机行业位居今日涨幅榜第三。跌幅居前的行业为美容护理、纺织服饰,跌幅 分别为3.07%、1.81%。 资金面上看,两市主力资金全天净流出3.37亿元,今日有11个行业主力资金净流入,电子行业主力资金 净流入规模居首,该行业今日上涨2.31%,全天净流入资金48.41亿元,其次是计算机行业,日涨幅为 2.12%,净流入资金为32.14亿元。 主力资金净流出的行业有20个,医药生物行业主力资金净流出规模居首,全天净流出资金48.79亿元, 其次是食品饮料行业,净流出资金为12.85亿元,净流出资金较多的还有有色金属、农林牧渔、交通运 输等行业。 计算机行业今日上涨2.12%,全天主力资金净流入32.14亿元,该行业所属的个股共336只,今日上涨的 有298只,涨停的有5只;下跌的有35只。以资金流向数据进行统计,该行业资金净流入的个股有197 只,其中,净流入资金超亿元的有11只,净流入资金居首的是大位科技,今日净流入资金5.44亿元,紧 随其后的是拓维信息、宇信科技,净流入资金分别为 ...
新股发行及今日交易提示-20250604
HWABAO SECURITIES· 2025-06-04 09:22
| 新股发行及今日交易提示 | 2025/6/4 | 星期三 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025/6/4 | 内地市场权益提示 | 类别 | 证券代码 | 证券简称 | 权益日期 | 最新公告链接 | | | | https://www.cninfo.com.cn/new/disclosure/detail?stockCode=603003&announcementId=122373 | 603003 | *ST龙宇 | 退市整理期起始日 | : | 2025年6月10日 | 6894&orgId=9900023203&announcementTime=2025 | -05-31 | | | https://www.cninfo.com.cn/new/disclosure/detail?stockCode=600804&announcementId=122373 | 退市整理期 | 600804 | *ST鹏博 | 退市整理期起始日 | : | 2025年6月10日 | 6892&orgId= ...
0602调研日报
2025-06-04 01:50
公司从丝杠开始全面切入机器人领域,25年将建 设一条全自动产线;稳定币的需求比较旺盛,公 司在推行用稳定币充值信用卡产品——0602调研 日报 2025/06/02 16:34 今日内容: 震裕科技:公司从丝杠开始全面切入机器人领域,25年将建设一条全自动产线 【公司从丝杠开始全面切入机器人领域】 2023年用公司精密级进冲压模具积累的超精密制造体系和新能源车行业低成本产业化的生产 经验,切入机器人精密零部件及组件打造公司业务第四极。因为卷过新能源车产业链,公司 在决定切入机器人硬件赛道之初,就立志要不断迭代新的产品,提升公司的竞争力,具体为 先做好反向式行星滚柱丝杠,接下来推出线性执行器、灵巧手精密零部件等新产品,未来还 会不断迭代新的产品。 【25年将建设一条全自动丝杠产线】 公司已建成两条行星滚柱丝杆半自动产线并投入批量生产,日平均产能100套,自建丝杆综合 测试实验室已投入使用,可自主完成对丝杆导程精度、传动效率、万次寿命跑合等关键参数 的检测及验证;计划在2025年内建设一条集加工、在线检测、装配于一体的全自动行星滚柱 丝杆生产线,进一步提高从1-N大规模量产的一致性及稳定性。公司已建成一条线性执行 ...
6月3日主力资金流向日报
Zheng Quan Shi Bao Wang· 2025-06-03 10:55
Market Overview - On June 3, the Shanghai Composite Index rose by 0.43%, the Shenzhen Component Index increased by 0.16%, the ChiNext Index went up by 0.48%, and the CSI 300 Index gained 0.31% [1] - Among the tradable A-shares, 3,390 stocks rose, accounting for 63.01%, while 1,783 stocks declined [1] Capital Flow - The main capital saw a net outflow of 6.359 billion yuan throughout the day [1] - The ChiNext experienced a net outflow of 3.620 billion yuan, while the STAR Market had a net outflow of 296 million yuan, and the CSI 300 constituents saw a net outflow of 1.352 billion yuan [1] Industry Performance - Out of the 12 primary industries, 20 sectors saw gains, with the leading sectors being Beauty Care and Textile & Apparel, which rose by 3.86% and 2.53% respectively [1] - The sectors with the largest declines were Household Appliances and Steel, which fell by 2.10% and 1.37% respectively [1] Industry Capital Inflows - The Nonferrous Metals sector led with a net inflow of 1.401 billion yuan and a daily increase of 1.40% [1] - The Pharmaceutical & Biological sector followed with a daily increase of 1.78% and a net inflow of 917 million yuan [1] Industry Capital Outflows - The Computer sector had the largest net outflow of 2.479 billion yuan, despite a daily increase of 0.32% [1] - The Automotive sector saw a decline of 0.27% with a net outflow of 1.959 billion yuan [1] Individual Stock Performance - A total of 2,189 stocks experienced net inflows, with 625 stocks having inflows exceeding 10 million yuan, and 40 stocks with inflows over 100 million yuan [2] - The stock with the highest net inflow was Zhangqu Technology, which rose by 14.54% with a net inflow of 542 million yuan [2] - The stocks with the largest net outflows included Haige Communication, Guangqi Technology, and Tianyang Technology, with net outflows of 912 million yuan, 438 million yuan, and 437 million yuan respectively [2]
【私募调研记录】申九资产调研天阳科技
Zheng Quan Zhi Xing· 2025-06-02 00:09
上海申九资产管理有限公司于2016年3月22日在崇明县市场监管局登记成立。法定代表人朱晓亮,公司 经营范围包括资产管理,投资管理。【依法须经批准的项目等。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 调研纪要:天阳科技在国内信用卡领域排名第一,积极拓展海外市场。公司已推广用稳定币充值的信用 卡产品,技术成熟,监管政策友好推动稳定币使用。稳定币跨境支付无需SWIFT体系,到账快、费用透 明、成本低,受跨境贸易企业欢迎。金融科技公司需具备区块链开发技术和市场敏感度,RWA仍在成 长中,短期内可用不良资产作为底层资产。稳定币跨境支付去中心化,无代理行,成本低,30秒内到 账;传统Swift汇款涉及多层代理行,费用高。稳定币支付费用包括美元与稳定币互换的手续费及本币 与美元间的汇兑差。稳定币发行门槛高,流动性强的稳定币如USDT和USDC将占据主导地位。并非所 有国家有发行稳定币的需求,稳定币是法币的数字化,巩固美元霸主地位。天阳科技与头部厂商合作, 拓展东南亚等海外市场,提供信用卡迁移和技术支持。 机构简介: 根据市场公开信息及5月30 ...