Workflow
Zhejiang JW Precision Machinery (300984)
icon
Search documents
金沃股份(300984) - 2025 Q2 - 季度财报
2025-08-15 07:45
浙江金沃精工股份有限公司 2025 年半年度报告全文 浙江金沃精工股份有限公司 2025 年半年度报告 本报告中如有涉及未来计划等前瞻性陈述,均不构成公司对投资者的实质 承诺,投资者及相关人士均应当对此保持足够的风险认识,并且应当理解计 划、预测与承诺之间的差异。 2025-089 2025 年 8 月 1 浙江金沃精工股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会及董事、高级管理人员保证半年度报告内容的真实、准确、 完整,不存在虚假记载、误导性陈述或者重大遗漏,并承担个别和连带的法 律责任。 公司负责人杨伟、主管会计工作负责人陈亦霏及会计机构负责人(会计主 管人员)陈亦霏声明:保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 公司在本报告第三节"管理层讨论与分析"之"十、公司面临的风险和应 对措施"部分,详细描述了公司经营中可能存在的风险及应对措施,敬请投 资者关注相关内容。 公司计划不派发现金红利,不送红股,不以公积金转增股本。 2 | 目录 | | --- | | 第一节 重要提示、目录和释义 | 2 | | --- | ...
金沃股份:2025年上半年净利润同比增长94.00%
Xin Lang Cai Jing· 2025-08-15 07:43
金沃股份公告,2025年上半年营业收入6.14亿元,同比增长7.96%。净利润2546.93万元,同比增长 94.00%。公司计划不派发现金红利,不送红股,不以公积金转增股本。 ...
金沃股份(300984)8月12日主力资金净流出2683.24万元
Sou Hu Cai Jing· 2025-08-12 11:45
金融界消息 截至2025年8月12日收盘,金沃股份(300984)报收于60.77元,下跌0.9%,换手率3.25%, 成交量2.60万手,成交金额1.59亿元。 来源:金融界 天眼查商业履历信息显示,浙江金沃精工股份有限公司,成立于2011年,位于衢州市,是一家以从事通 用设备制造业为主的企业。企业注册资本12326.8602万人民币,实缴资本5504.8461万人民币。公司法定 代表人为杨伟。 通过天眼查大数据分析,浙江金沃精工股份有限公司共对外投资了6家企业,参与招投标项目35次,知 识产权方面有商标信息16条,专利信息70条,此外企业还拥有行政许可18个。 资金流向方面,今日主力资金净流出2683.24万元,占比成交额16.88%。其中,超大单净流出2218.43万 元、占成交额13.96%,大单净流出464.80万元、占成交额2.92%,中单净流出流入1477.18万元、占成交 额9.29%,小单净流入1206.06万元、占成交额7.59%。 金沃股份最新一期业绩显示,截至2025一季报,公司营业总收入2.96亿元、同比增长10.65%,归属净利 润1231.09万元,同比增长103.41%,扣非净 ...
金沃股份股价小幅上扬 公司归还4000万募集资金
Jin Rong Jie· 2025-08-05 17:02
金沃股份8月5日股价报收60.59元,较前一交易日上涨0.83%。盘中最高触及61.70元,最低下探59.64 元,全天成交2.52亿元。 风险提示:股市有风险,投资需谨慎。 该公司属于通用设备制造业,主营业务为轴承套圈的研发、生产和销售。2025年上半年业绩预告显示, 公司预计实现净利润2500万元至2900万元,同比增长90.43%至120.9%。 消息面上,金沃股份公告称已将暂时补充流动资金的4000万元闲置募集资金全部归还至专用账户,使用 期限未超过12个月。 8月5日主力资金净流出1558.37万元,近五个交易日累计净流出153.95万元。 ...
金沃股份:关于归还暂时补充流动资金的闲置募集资金的公告
证券日报网讯 8月5日晚间,金沃股份发布公告称,截至本公告日,公司已将暂时补充流动资金的闲置 募集资金4,000万元全部归还至募集资金专用账户,使用期限未超过十二个月。至此,公司使用的暂时 补充流动资金的闲置募集资金已经全部归还完毕。 (编辑 楚丽君) ...
金沃股份(300984)8月5日主力资金净流出1558.37万元
Sou Hu Cai Jing· 2025-08-05 11:12
通过天眼查大数据分析,浙江金沃精工股份有限公司共对外投资了6家企业,参与招投标项目34次,知 识产权方面有商标信息16条,专利信息70条,此外企业还拥有行政许可18个。 金融界消息 截至2025年8月5日收盘,金沃股份(300984)报收于60.59元,上涨0.83%,换手率5.19%, 成交量4.16万手,成交金额2.52亿元。 来源:金融界 资金流向方面,今日主力资金净流出1558.37万元,占比成交额6.19%。其中,超大单净流出3133.90万 元、占成交额12.45%,大单净流入1575.53万元、占成交额6.26%,中单净流出流出199.37万元、占成交 额0.79%,小单净流入1757.74万元、占成交额6.98%。 金沃股份最新一期业绩显示,截至2025一季报,公司营业总收入2.96亿元、同比增长10.65%,归属净利 润1231.09万元,同比增长103.41%,扣非净利润1189.85万元,同比增长165.96%,流动比率1.676、速动 比率0.972、资产负债率28.98%。 天眼查商业履历信息显示,浙江金沃精工股份有限公司,成立于2011年,位于衢州市,是一家以从事通 用设备制造业为 ...
金沃股份(300984) - 关于归还暂时补充流动资金的闲置募集资金的公告
2025-08-05 07:42
公司已于 2025 年 5 月 13 日将 500 万元暂时补充流动资金的闲置募集资金归 还至募集资金专用账户,并及时将上述部分募集资金的归还情况告知保荐机构及 保荐代表人,具体内容详见公司 2025 年 5 月 13 日披露在巨潮资讯网 (www.cninfo.com.cn)上的《关于归还部分暂时补充流动资金的闲置募集资金 的公告》(公告编号 2025-065)。 2025 年 8 月 5 日,公司将 3,500 万元暂时补充流动资金的闲置募集资金归还 至募集资金专用账户,并及时将上述募集资金的归还情况告知保荐机构及保荐代 表人。 截至本公告日,公司已将上述暂时补充流动资金的闲置募集资金 4,000 万元 全部归还至募集资金专用账户,使用期限未超过十二个月。至此,公司使用的暂 时补充流动资金的闲置募集资金已经全部归还完毕。 证券代码:300984 证券简称:金沃股份 公告编号:2025-086 浙江金沃精工股份有限公司 关于归还暂时补充流动资金的闲置募集资金的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假记 载、误导性陈述或重大遗漏。 浙江金沃精工股份有限公司(以下简称"公司")于 ...
汽车行业深度报告:智能汽车产业链与具身智能产业链协同发展
Guoyuan Securities· 2025-08-01 11:12
Investment Rating - The report does not explicitly state an investment rating for the automotive industry or the embodied intelligence sector Core Insights - The embodied intelligence sector is entering a rapid implementation phase as of 2025, with multiple manufacturers planning mass production of robots across various applications [12][16][18] - The automotive industry is actively integrating embodied intelligence into its supply chain, leveraging existing technological advancements and manufacturing capabilities [34][37] - Government policies across various provinces are increasingly supportive of the embodied intelligence and robotics industries, aiming to foster innovation and market expansion [17][21][18] Summary by Sections 1. Rapid Development of Embodied Intelligence - The period from 2020 to 2025 marks a significant evolution in embodied intelligence, driven by advancements in AI and robotics, particularly following the release of OpenAI's ChatGPT3 [11] - Major manufacturers like Tesla and Xiaomi are entering the market, with Tesla predicting a production capacity of over 5,000 units by 2025 and 50,000 units by 2026 [13][16] - The demand for robots in various sectors is projected to grow significantly, with manufacturing being a primary area for automation due to its repetitive tasks [25][27] 2. Integration of Automotive and Embodied Intelligence - The automotive industry is leveraging its existing technological expertise in areas such as sensor fusion and control algorithms to facilitate the development of embodied intelligence [34][37] - Over ten automotive manufacturers are actively pursuing the embodied intelligence sector through self-development and strategic investments [36][37] - The shared supply chain for components like sensors and chips between automotive and robotics sectors is expected to reduce costs and enhance production efficiency [43][49] 3. Government Support and Policy Framework - Various provinces, including Shenzhen and Beijing, have introduced policies to support the development of embodied intelligence, focusing on technology breakthroughs and ecosystem building [17][21][18] - The policies aim to create a conducive environment for innovation, with specific targets for industry scale and technological advancements by 2027 [18][21] - The report highlights a collaborative approach among regions to drive the growth of the embodied intelligence sector, emphasizing the importance of technology and market integration [18][21]
【私募调研记录】华骏基金调研金沃股份
Zheng Quan Zhi Xing· 2025-07-28 00:11
Group 1 - The core viewpoint of the article highlights that Huajun Fund has conducted research on a listed company, Jinwo Co., which specializes in the R&D, production, and sales of bearing rings, primarily serving international bearing enterprises [1] - Jinwo Co. has completed investments in high-speed forging, heat treatment, and precision grinding processes, enhancing its overall competitiveness [1] - The company is progressing with its screw rod business, with an expected annual production capacity of 500,000 sets to be established this year [1] - Jinwo Co. is developing an insulated bearing ring business aimed at preventing electro-corrosion, with low manufacturing costs and applications in new energy vehicles and variable frequency air conditioners; the first production line with an annual capacity of 2 million pieces is expected to be completed by Q3 2025 [1] - The company plans to continue its focus on automation and intelligent R&D to increase market share, targeting new industries and innovative sectors [1] Group 2 - Huajun Fund, established in July 2005 in Guangzhou, is dedicated to equity investment and financing in the financial market, providing specialized consulting services for the capital market [2] - The firm collaborates closely with clients to identify valuable investment and development opportunities, assisting them in capital market strategies [2] - Huajun Fund aims to integrate industry and financial capital to ensure clients achieve sustainable competitive advantages and enhance their innovation and organizational capabilities [2]
金沃股份(300984) - 2025年7月24日投资者关系活动记录表
2025-07-25 04:00
Group 1: Company Overview - The company's main business is the research, production, and sales of bearing rings, with major clients including Schaeffler, SKF, NSK, NTN, and JTEKT [2] - The company has invested in high-speed forging, precision cutting, heat treatment, and precision grinding to enhance its industrial chain and competitiveness [2] - A global factory in Mexico is expected to start equipment installation in the second half of 2025 and commence production in the first half of 2026 [2] Group 2: Product Development - The company is developing screw products, including nuts (excluding internal thread processing), rollers, and main screws, with production lines for nuts already in place and others expected to be operational by August and October 2025 [3] - The company plans to establish a production line with an annual capacity of 500,000 sets of screws, but current sales from screw products are minimal and unlikely to significantly impact overall performance in the short term [3] Group 3: Insulation Bearing Rings - The company is developing insulation bearing rings to prevent electrical corrosion in bearings, which is a major failure mode in variable frequency motors [4] - The first production line for insulation bearing rings, with an annual capacity of 2 million units, is expected to be completed by Q3 2025, but these products have not yet generated revenue [4] Group 4: Future Strategy - The company aims to enhance automation and intelligence in its bearing ring technology and expand market share through domestic customer development and global factory establishment [5] - The company plans to leverage its leading position in the bearing ring industry by focusing on talent, innovation, and research to explore new industries and growth opportunities [5]