Financial Performance - The company's revenue for Q1 2025 was ¥190,033,071.30, representing a 20.20% increase compared to ¥158,097,044.97 in the same period last year[5] - Net profit attributable to shareholders was ¥36,490,118.78, a 2.84% increase from ¥35,483,275.67 year-on-year[5] - The company reported a 15.26% increase in net profit after deducting non-recurring gains and losses, reaching ¥34,535,113.68 compared to ¥29,963,923.69 in the previous year[5] - Operating profit for the period was ¥41,690,420.33, slightly up from ¥40,908,746.04, reflecting a growth of 1.9%[20] - Net profit attributable to the parent company was ¥36,490,118.78, compared to ¥35,483,275.67, marking an increase of 2.84%[20] Cash Flow - The net cash flow from operating activities improved significantly to ¥816,488.38, compared to a negative cash flow of ¥-5,436,762.72 in the previous year, marking a 115.02% increase[11] - Total cash inflow from operating activities was 150,799,762.69, compared to 175,575,413.33 previously, reflecting a decrease of approximately 14.1%[22] - Total cash outflow from operating activities was 149,983,274.31, down from 181,012,176.05, indicating a reduction of about 17.1%[22] - Cash inflow from investment activities totaled 338,261,088.31, down from 503,020,188.95 in the prior period[22] - The net cash flow from investment activities was -1,983,255.60, compared to a positive 54,082,823.17 previously, indicating a decline in investment returns[22] - Cash outflow from financing activities was 1,318,108.00, slightly lower than 1,786,184.83 in the previous period[23] - The ending balance of cash and cash equivalents was 96,843,584.94, down from 122,442,499.60 in the prior period[23] - The impact of exchange rate changes on cash and cash equivalents was -40,695.35, contrasting with a positive impact of 28,897.38 previously[23] Assets and Liabilities - Total assets at the end of the reporting period were ¥1,381,826,730.02, a 0.76% increase from ¥1,371,358,854.85 at the end of the previous year[5] - Total liabilities decreased to ¥171,653,433.43 from ¥202,321,760.70, a reduction of 15.09%[18] - The company’s total equity attributable to shareholders increased by 3.48% to ¥1,208,884,883.49 from ¥1,168,209,081.13 at the end of the previous year[5] - The total equity attributable to shareholders increased to ¥1,208,884,883.49 from ¥1,168,209,081.13, reflecting a growth of 3.54%[18] Shareholder Information - The total number of common shareholders at the end of the reporting period is 24,385[12] - Shanghai Jizhao Industrial Development Co., Ltd. holds 37.46% of shares, totaling 90,720,000 shares[12] - The top ten shareholders collectively hold significant stakes, with the largest shareholder holding nearly 37.46%[12] Expenses - The company’s R&D expenses increased by 43.01% to ¥9,672,713.95, reflecting ongoing innovation efforts[9] - The company experienced a 31.76% rise in sales expenses, totaling ¥3,314,245.17, primarily due to increased wages and travel costs[9] - The company reported a decrease in accounts payable from ¥125,228,083.29 to ¥106,604,021.03, a decline of 14.83%[19] Investment Income - The company’s investment income decreased by 58.93% to ¥1,175,357.21, attributed to a reduction in financial management funds[9] Credit Impairment - The company reported a significant increase in credit impairment losses, which rose by 596.72% to ¥1,733,438.23, due to a decrease in bad debt provisions related to the recovery of land performance bonds[9] Inventory and Receivables - Accounts receivable slightly decreased from ¥233,652,300.83 to ¥230,919,640.79, a reduction of about 1.1%[16] - Inventory increased from ¥156,958,413.05 to ¥165,289,631.32, reflecting an increase of approximately 5.5%[16] Non-current Assets - Non-current assets include fixed assets valued at ¥187,202,483.44, showing a slight increase from the previous period[16] - The company has a significant portion of its assets in intangible assets, totaling ¥139,742,662.38[16]

New Stock Issuance - Tian Gong Co., Ltd. issued shares at a price of 3.94[1] - Ze Run New Energy issued shares at a price of 33.06[1] Rights Issues and Trading Alerts - ST Xin Chao has a tender offer period from April 8, 2025, to May 7, 2025[1] - The second tender offer period for ST Xin Chao is from April 23, 2025, to May 22, 2025[1] - The last trading day for Pu Li Tui is in 14 trading days[1] - The last trading day for Pu Li Zhuang Tui is also in 14 trading days[1] Abnormal Fluctuations - Multiple stocks are flagged for severe abnormal fluctuations, including Dongfang Tong and Ningbo United[1] - A total of 14 stocks are noted for significant price volatility, with specific links to their announcements provided[1] Additional Trading Information - Various stocks have upcoming announcements and trading alerts, including ST Hua Peng and Bei Ding Co., Ltd.[1] - The report includes links to detailed announcements for each stock mentioned, ensuring transparency and accessibility for investors[1]

New Stock Listings - The new stock "Zhongjie Automobile" (code: 301560) is listed at an issuance price of 16.50[1] Rights Issues and Offers - Cash option for "AVIC Capital" (code: 600705) is available from April 23 to April 25, 2025[1] - Tender offer for "ST Xinchao" (code: 600777) is open from April 23 to May 22, 2025[1] - "ST Puli" (code: 300630) will enter the delisting arrangement period starting April 28, 2025[1] Market Alerts - "Guoguang Chain" (code: 605188) has reported severe abnormal fluctuations[1] - "Dongfang Tong" (code: 300379) also reported severe abnormal fluctuations[1] Other Announcements - "Huili B" (code: 900939) has a recent announcement linked to its trading activities[1] - "Zhejiang Rongtai" (code: 603119) has a recent announcement linked to its trading activities[1] - "ST Jiuyou" (code: 600462) has a recent announcement linked to its trading activities[1]

Summary of Key Points Core Viewpoint - The latest financing balance of the ChiNext market is 336.92 billion yuan, showing a decrease of 0.7 billion yuan compared to the previous period, with 19 stocks experiencing a financing balance growth of over 10% and 12 stocks seeing a decline of over 10% [1]. Financing Balance Overview - As of April 24, the ChiNext index fell by 0.68%, with a total margin balance of 337.83 billion yuan, down by 0.7 billion yuan from the previous trading day. The financing balance specifically is 336.92 billion yuan, a decrease of 0.7 billion yuan, while the securities lending balance is 91.3 million yuan, down by 3.22 million yuan [1]. - A total of 417 stocks saw an increase in financing balance, with 19 stocks increasing by more than 10%. The largest increase was observed in Changhua Chemical, with a financing balance of 54.14 million yuan, up by 29.08% [1][3]. Stocks with Increased Financing Balance - The stocks with significant financing balance increases include: - Changhua Chemical: 54.14 million yuan, +29.08%, closing price 19.90 yuan, +1.38% [3]. - Zhonghuan Hailu: 71.04 million yuan, +23.90%, closing price 21.61 yuan, -5.67% [3]. - Weihai De: 92.84 million yuan, +23.53%, closing price 29.20 yuan, -4.58% [3]. - The average increase for stocks with over 10% growth was 1.85%, with notable performers including Jinkai Biotechnology, Zhaomin Technology, and Haitai Technology, with increases of 16.88%, 14.03%, and 6.96% respectively [1][3]. Stocks with Decreased Financing Balance - A total of 520 stocks experienced a decrease in financing balance, with 12 stocks declining by more than 10%. The largest decrease was seen in Pulaide, with a financing balance of 19.71 million yuan, down by 24.07% [4]. - Other notable declines include: - Jingang Photovoltaic: 33.29 million yuan, -23.39% [4]. - Tianyuan Pet: 68.45 million yuan, -19.54% [4]. Capital Flow Insights - On April 24, among the stocks with increased financing balance, 12 stocks saw net inflows of main funds, with Jinkai Biotechnology leading at 137 million yuan, followed by Jinyang Co. at 66.30 million yuan and Shengyuan Environmental Protection at 32.23 million yuan [2]. - Conversely, 7 stocks experienced net outflows, with Zhaomin Technology leading at 129 million yuan, followed by New Aluminum Era at 74.46 million yuan and Hengbo Co. at 61.49 million yuan [2].

龙虎榜机构热股 今天机构龙虎榜上榜36只个股，净买入23只，净卖出13只。当日机构买入最多的个股前三位是：青岛金王（2.36亿）、肇民科技（1.82亿）、浙江荣泰 （1.14亿）。 公司与德清圆方共同出资设立合资公司方德机器人 新瀚新材 公司产品包括氟酮，与PEEK领域全球主要厂商SOLVAY（索尔维）、VICTREX（威格斯）、EVONIK（赢创）等有合作关系 二、宠物经济 | 上榜热股 | 实时涨跌幅♀ 买/卖家数ុ | | | --- | --- | --- | | 青岛金王 002094.SZ | +2.24% | 4/1 | | 肇民科技 | | | | 301000.SZ | +16.88% | 4/2 | | 3日 | | | | 浙江荣泰 | | | | 603119.SS | +10.00% | 2/0 | 浙江荣泰 龙虎榜显示，今日2家机构净买入1.14亿。 公司主要产品为新能源汽车热失控防护绝缘件、小家电阻燃绝缘件、电缆阻燃绝缘带、云母纸等产品，已有产品通过直接或者间接的业务渠道向机器人的海 外厂商供货或者进行相关产品的业务开发 龙虎榜知名游资 一、机器人 方正电机 *免责声明：文章内容 ...

证券代码：301000 证券简称：肇民科技 公告编号：2025-033 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、误导性陈述或者重大遗漏。 一、股票交易异常波动情况 上海肇民新材料科技股份有限公司（以下简称"公司"）股票于 2025 年 4 月 23 日、4 月 24 日连续两个交易日收盘价涨幅偏离值累计达到 39.93%（超过 30%），根据深圳证券交易所相关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况的说明 针对公司股票异常波动情况，公司董事会通过电话及现场问询等方式，对公 司第一大股东、公司全体董事、监事及高级管理人员就相关问题进行了核实， 现 就有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道可能或已经对公司股票交易价格产生较大 影响的未公开重大信息。 上海肇民新材料科技股份有限公司 关于公司股价异动的公告 1 三、是否存在应披露而未披露信息的说明 公司董事会确认，除在指定媒体已公开披露的信息外，目前没有其他任何根 据《深圳证券交易所创业板股票上市规则》等有关规定应予以披露而未披露的事 项或与该事项有关的 ...

重要内容提示： 上海肇民新材料科技股份有限公司（以下简称"公司"）已于 2025 年 4 月 10 日在巨潮资讯网上披露了《2024 年年度报告全文》及《2024 年年度报告摘要》。 为便于广大投资者更加全面深入地了解公司经营业绩、发展战略等情况，公司定 于 2025 年 04 月 29 日（星期二）15:00-16:30 在"价值在线"（www.ir-online.cn） 举办上海肇民新材料科技股份有限公司 2024 年度网上业绩说明会，与投资者进 会议召开时间：2025 年 04 月 29 日（星期二）15:00-16:30 会议召开方式：网络互动方式 会议召开地点：价值在线（www.ir-online.cn） 会议问题征集： 投 资 者 可 于 2025 年 04 月 29 日 前 访 问 网 址 https://eseb.cn/1nxwwyOmF4Q 或使用微信扫描下方小程序码进行会前提 问，公司将通过本次业绩说明会，在信息披露允许范围内就投资者普遍 关注的问题进行回答。 证券代码：301000 证券简称：肇民科技 公告编号：2025-032 上海肇民新材料科技股份有限公司 关于举办2024年度网上业 ...

Investment Rating - The investment rating for Zhaomin Technology (301000.SZ) is not explicitly stated in the provided documents, but the overall sentiment appears positive based on the performance metrics and growth projections. Core Insights - In 2024, Zhaomin Technology achieved a revenue of 756 million yuan, representing a year-on-year growth of 27.86%, and a net profit attributable to shareholders of 142 million yuan, up 37.25% year-on-year. The non-recurring net profit was 129 million yuan, reflecting a 46.09% increase year-on-year. The overall gross margin for the year was 33.84%, with a net profit margin of 18.87% [1]. Summary by Sections Financial Performance - For Q4 2024, the company reported a revenue of 228 million yuan, a year-on-year increase of 42.0%, and a net profit of 37 million yuan, up 9.72% year-on-year. The non-recurring net profit for the quarter was also 37 million yuan, showing a 31.3% increase year-on-year. The gross margin for the quarter was 32.48%, down 1.18 percentage points year-on-year, while the net profit margin was 16.47%, down 4.38 percentage points year-on-year but up 1.78 percentage points quarter-on-quarter [3]. Cost Management - The company has shown a decrease in expense ratios, indicating improved cost control. In Q4 2024, the sales, management, R&D, and financial expense ratios were 1.9%, 7.9%, 4.0%, and -0.5%, respectively, with year-on-year reductions across all categories [3]. Business Expansion - Zhaomin Technology is rapidly advancing in the robotics sector, with plans to expand domestic and international production capacity. The company aims to establish a new production base for new energy vehicle components and precision engineering plastic components, targeting an annual output of 800 million sets. The 2025 operational goal is to achieve a revenue of 910 million yuan, a growth of approximately 20%, and a net profit of 171 million yuan, also a 20% increase [3]. Profit Forecast - The company is positioned as a leading manufacturer in the specialty plastics sector, with expectations for rapid growth in its automotive parts business and ongoing expansion in the robotics field. The profit forecasts for 2025-2027 are 182 million yuan, 217 million yuan, and 256 million yuan, respectively, with corresponding EPS of 0.75 yuan, 0.89 yuan, and 1.06 yuan, and PE ratios of 49, 41, and 35 [3][4].

证券研究报告 公司研究 [Table_ReportType] 公司点评报告 [Table_StockAndRank] 肇民科技（301000.SZ） 投资评级 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅大厦B 座 邮编：100053 [Table_Title] 肇民科技（301000.SZ）：2024 业绩增长亮眼， 机器人业务快速推进 [Table_ReportDate] 2025 年 4 月 13 日 [Table_S 事件：公司发布 ummary] 2024 年度报告，2024 年公司实现营业收入 7.56 亿元，同 比增长 27.86%，实现归母净利润 1.42 亿元，同比增长 37.25%。扣非规模 净利润 1.29 亿元，同比增长 46.09%。公司全年销售毛利率 33.84%，净利 率 18.87%。 点评： ➢ 风险因素：原材料价格波动风险；机器人领域产品及订单推进不及预期。 请阅读最后一页免责声明及信息披露 http://www.cindasc.com 1 上次评级 [Table_Author] 邓健全 汽车行业首席分析师 ...

每经记者 胥帅 每经编辑 张海妮 客户要求保密，因此未公布人形机器人的相关收入数据 4月10日晚间，翔楼新材披露了2024年年报：去年公司营业收入达14.85亿元，同比增长9.74%；扣非净利润达2.03亿元，同比增长12.26%。4月11日，翔楼新 材受到投资者追捧，盘中股价一度大涨超10%。 翔楼新材之所以被投资者看重，是因为其属于人形机器人概念股。翔楼新材是国内精密冲压材料龙头企业，专注于定制化精密冲压新材料的研发、生产和销 售，其产品下游应用领域已从精密汽车零部件逐步扩展至轴承、人形机器人材料、传感器材料等领域。 然而在营收结构一栏里，翔楼新材并未提及人形机器人的具体收入。公司营收结构主要分三类：汽车零部件精冲材料实现营收12.47亿元，同比增长 10.05%；工业用精冲材料实现营收1.51亿元，同比增长13.76%；其他业务收入为0.73亿元，同比增长2.8%。 资本市场的机器人赛道很火，但"量"是否起来了？这是一个疑问。 最近一段时间，多家机器人热门股披露了2024年年报，包括三花智控（002050.SZ）、肇民科技（301000.SZ）、翔楼新材（301160.SZ）等。但上述3家上市 公司在2 ...