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中伟股份(300919):联合研究|公司点评|中伟股份(300919.SZ):港股正式调入港股通,加快海外布局
Changjiang Securities· 2025-12-15 11:16
Investment Rating - The investment rating for the company is "Buy" and is maintained [5]. Core Views - The company has been officially included in the Hong Kong Stock Connect, which accelerates its overseas expansion [3]. - In Q3 2025, the company achieved revenue of 11.975 billion yuan, representing a year-on-year increase of 18.84% and a quarter-on-quarter increase of 13.67%. However, the net profit attributable to the parent company was 380 million yuan, down 17.33% year-on-year and down 10.65% quarter-on-quarter [3][8]. - The company completed its H-share issuance and was listed on the Hong Kong Stock Exchange on November 17, 2025, marking a key step in its strategy for technological diversification and global development [8]. Financial Performance - The company’s Q3 2025 financial data shows a gross profit margin of 12%, with total revenue projected to reach 40.223 billion yuan in 2027, increasing to 66.928 billion yuan by 2027 [13]. - The net profit attributable to the parent company is expected to reach 2.2 billion yuan in 2026 and 2.775 billion yuan in 2027 [13]. - The company’s financial expenses in Q3 2025 were 345 million yuan, reflecting an increase due to exchange rate impacts [8]. Market Position and Outlook - The company’s three-element precursor materials and cobalt oxide materials are expected to continue growing, with growth rates anticipated to exceed industry levels [8]. - The utilization rate of phosphate iron has significantly improved, and profitability is expected to show improvement, contributing to incremental performance [8]. - Nickel resource production is expected to remain stable, with potential for improved profitability if nickel prices recover [8].
12月15日晚间重要公告一览





Xi Niu Cai Jing· 2025-12-15 10:19
Group 1 - Shareholder Zhang Yu of Kehua Holdings plans to reduce his stake by up to 3%, amounting to no more than 5.83 million shares within three months [1] - Shanghai Ailu has signed a strategic cooperation agreement with Southern Road Machinery to provide packaging products for the dry-mixed mortar industry [2] - Xingyuan Zhuomei appointed Gong Chunming as the new deputy general manager [3] Group 2 - Tongyi Zhong's shareholder has set a preliminary transfer price of 15.47 yuan per share for a total of 4.27 million shares [4] - Anada's shareholder did not implement the planned share reduction of up to 2% by the deadline [5] - Rongchang Bio plans to repurchase shares worth between 20 million to 40 million yuan at a price not exceeding 95 yuan per share [6] Group 3 - Hainan Airport reported an 8.16% year-on-year increase in passenger throughput for November, totaling 2.09 million passengers [7] - Lanjian Intelligent plans to apply for a bank credit line of up to 1.2 billion yuan for various financial operations [8] - Xinlei Co. received a total of 561.43 million yuan in land acquisition and compensation payments [9] Group 4 - Foster reported a surplus of 321 million yuan from four fundraising projects, which will be used to supplement working capital [10] - China Southern Airlines experienced a 10.42% year-on-year increase in passenger turnover for November [12] - China National Airlines reported a 10.1% year-on-year increase in passenger turnover for November [17] Group 5 - Sanyou Chemical plans to register and issue mid-term notes not exceeding 1.3 billion yuan [18] - Quanyuan Spring used 60 million yuan of idle funds to purchase structured deposits [19] - Su Keng Agricultural Development appointed Zou Yi as the new deputy general manager [20] Group 6 - Jingneng Real Estate received approval to register mid-term notes totaling up to 2 billion yuan [21] - Dechang Co. received approval from the CSRC for a targeted issuance of shares [23] - Jiufeng Bio obtained a medical device registration certificate for its fructosamine testing kit [24] Group 7 - Jinzi Ham's president Guo Bo resigned for personal reasons, while Zheng Hu was appointed as the new president [25] - China Eastern Airlines reported a 10.35% year-on-year increase in passenger turnover for November [26] - Fengfan Co.'s controlling shareholder is in the process of acquiring 17.32% of the company's shares [27] Group 8 - Zhenghai Bio signed a technical development contract with the Chinese Academy of Agricultural Sciences for a collagen product project worth 12 million yuan [28] - Xinhua Insurance reported a 16% year-on-year increase in cumulative original insurance premium income for the first 11 months [29] - Jingjia Microelectronics' subsidiary completed key stages of its AI SoC chip project [30] Group 9 - Shanghai Pharmaceuticals' hydrochloride sotalol tablets passed the consistency evaluation for generic drugs [31] - Heshun Technology's subsidiary's carbon fiber project has entered a stable operational phase [32] - Spring Airlines reported an 18.02% year-on-year increase in passenger turnover for November [33] Group 10 - Huaxin New Materials proposed a mid-term dividend plan of 1 yuan per 10 shares [34] - Keda Li plans to increase capital by 300 million yuan for its wholly-owned subsidiary [35] - Jinguang Electric won a bid for a high-voltage direct current transmission project worth 84.86 million yuan [36] Group 11 - XGIMI Technology's subsidiary received a development notification for a vehicle-mounted projection project from a well-known domestic automotive manufacturer [37]
中伟股份发布两大消息!
起点锂电· 2025-12-15 10:17
Core Viewpoint - The article highlights the recent progress of Zhongwei Co., Ltd. in lithium mining projects in Argentina and Indonesia, emphasizing the company's strategic investments in upstream resources to enhance its integrated industrial strategy [3][5]. Group 1: Project Developments - Zhongwei Co., Ltd. has disclosed advancements in its lithium projects in Argentina, where it has secured two salt lake lithium mines with an estimated lithium resource of over 10 million tons LCE [3]. - The two lithium mines, Jama and Solaroz, are located in the lithium triangle, with reserves of 7 million tons LCE and 3 million tons LCE, respectively [4]. - The Jama project was completed in February 2023, while the Solaroz project is expected to complete its full delivery soon, marking the beginning of operational effectiveness for Zhongwei's lithium strategy [4]. Group 2: Certifications and Strategic Moves - In Indonesia, Zhongwei has successfully obtained multiple international quality management system certifications for its five core projects, indicating a commitment to quality and operational excellence [4]. - The company's integrated industrial strategy has been in development for three years, focusing on investments in nickel, lithium, and phosphate resources, primarily in overseas markets like Indonesia and Argentina [5]. Group 3: Technological Advancements - Zhongwei has made breakthroughs in solid-state battery technology, with its oxide electrolyte entering the small-scale testing phase, while the sulfide electrolyte development is ongoing [6]. - The company is focusing on high-nickel and ultra-high-nickel materials, with current shipments nearing 50 tons and energy density improvements of 12% to 27% compared to conventional ternary materials [6]. Group 4: Strategic Vision and Market Position - Zhongwei's strategic positioning in South America, particularly in Argentina, is seen as advantageous due to the country's significant lithium reserves and favorable investment policies for foreign companies [6]. - The company aims to balance resources, achieve cost advantages, and create a complete industrial chain, with its projects interconnected to enhance operational efficiency [7].
中伟股份:公司境外上市股份(H股)调入港股通标的证券名单
Ge Long Hui· 2025-12-15 08:42
格隆汇12月15日丨中伟股份(300919.SZ)公布,根据《上海证券交易所沪港通业务实施办法》和《深圳 证券交易所深港通业务实施办法》的有关规定,中伟新材料股份有限公司于香港联合交易所有限公司发 行并上市的股票(简称"H股")自2025年12月15日起调入沪港通及深港通(统称"港股通")标的证券名 单。本次公司H股调入港股通标的证券名单后,符合条件的中国内地投资者将可通过上海证券交易所和 深圳证券交易所直接投资公司在香港联合交易所有限公司上市的H股,有利于进一步扩大公司的投资者 基础,并将潜在提高公司H股的交易流动性。 ...
中伟股份:公司H股调入港股通标的证券名单
Zhi Tong Cai Jing· 2025-12-15 08:39
中伟股份(300919)(300919.SZ)公告,公司H股自2025年12月15日起调入沪港通及深港通(统称"港股 通")标的证券名单。 ...
中伟股份(300919.SZ):公司H股调入港股通标的证券名单
智通财经网· 2025-12-15 08:38
智通财经APP讯,中伟股份(300919.SZ)公告,公司H股自2025年12月15日起调入沪港通及深港通(统 称"港股通")标的证券名单。 ...
中伟股份(300919) - 关于公司境外上市股份(H股)调入港股通标的证券名单的公告
2025-12-15 08:28
证券代码:300919 证券简称:中伟股份 公告编号:2025-127 根据《上海证券交易所沪港通业务实施办法》和《深圳证券交易所深港通业务实施办法》 的有关规定,中伟新材料股份有限公司(以下简称"公司")于香港联合交易所有限公司发 行并上市的股票(以下简称"H 股")自 2025 年 12 月 15 日起调入沪港通及深港通(以下 统称"港股通")标的证券名单。 本次公司 H 股调入港股通标的证券名单后,符合条件的中国内地投资者将可通过上海 证券交易所和深圳证券交易所直接投资公司在香港联合交易所有限公司上市的 H 股,有利 于进一步扩大公司的投资者基础,并将潜在提高公司 H 股的交易流动性。 特此公告。 中伟新材料股份有限公司 董 事 会 中伟新材料股份有限公司 关于公司境外上市股份(H股) 调入港股通标的证券名单的公告 本公司及董事会全体成员保证公告内容真实、准确、完整,没有虚假记载、误导性陈 述或重大遗漏。 二〇二五年十二月十五日 ...
中伟股份:港股于12月15日起调入深港通下的港股通标的证券名单
Jin Rong Jie· 2025-12-15 00:54
本文源自:市场资讯 作者:公告君 有投资者在互动平台向中伟股份提问:"请问公司什么时候进入港股通。" 针对上述提问,中伟股份回应称:"尊敬的投资者,您好!根据《深圳证券交易所深港通业务实施办 法》及《关于深港通下的港股通标的证券名单调整的公告》,公司于香港联合交易所有限公司发行并上 市的股票自2025年12月15日起调入深港通下的港股通标的证券名单。感谢您对公司的关注!" 声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 ...
中伟股份(300919) - 关于稳定价格行动、稳定价格期结束及超额配售权失效的公告
2025-12-12 08:58
证券代码:300919 证券简称:中伟股份 公告编号:2025-126 中伟新材料股份有限公司 1、国际发售中超额分配合计 15,633,800 股 H 股股份,占于任何超额配售权获任何行使 前根据全球发售初步可供认购的发售股份总数的约 15%; 2、于稳定价格期间先后在市场上以介乎每股 H 股 28.10 港元至 34.00 港元的价格(不 包括 1.0%经纪佣金、0.0027%香港证券及期货事务监察委员会交易征费、0.00565%香港联交 所交易费及 0.00015%香港会计及财务汇报局交易征费)买入合计 15,633,800 股 H 股股份, 占于超额配售权获任何行使前根据全球发售初步可供认购的发售股份总数约 15%。稳定价格 操作人、其联属人士或代其行事的任何人士于稳定价格期间在市场上作出的最后一次买入系 于 2025 年 11 月 25 日(星期二)按每股 H 股 28.76 港元(不包括 1.0%经纪佣金、0.0027% 香港证券及期货事务监察委员会交易征费、0.00565%香港联交所交易费及 0.00015%香港会 计及财务汇报局交易征费)作出。 二、超额配售权失效 整体协调人(为其本身及代表国 ...
中伟股份:公司已于阿根廷布局了两座盐湖锂矿
Zheng Quan Ri Bao Zhi Sheng· 2025-12-12 08:43
Core Viewpoint - The company has established two salt lake lithium mines in Argentina, with an expected lithium resource of over 10 million tons LCE, which may increase with further exploration efforts [1] Group 1: Company Developments - The company plans to confirm the reserves of the two salt lake lithium mines and will conduct mining based on exploration and construction conditions, as well as market demand [1] - The company will disclose updates regarding the lithium mines in Argentina in accordance with relevant regulations [1]