Huakang Clean(301235)

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华康洁净(301235):头部医疗洁净厂商 高景气电子洁净第二曲线
Xin Lang Cai Jing· 2025-05-23 10:42
Core Viewpoint - The company, originally established in 2008 as a leading cleanroom system integrator, is expanding its business from medical applications to laboratory integration and electronic cleanroom services, aiming to create a second growth curve and enhance its market position in the semiconductor ecosystem [1][2]. Group 1: Business Expansion and Market Position - The company has transitioned from focusing solely on medical cleanrooms to include laboratory integration and electronic cleanroom services, having served over 800 clients including public hospitals and industrial electronics firms [1]. - The company announced a name change from "Huakang Medical" to "Huakang Clean" in March 2025, and plans to issue 750 million yuan in convertible bonds to support new business initiatives [1]. - A joint venture named "Wuhan Guanggu Huafeng Operation Technology Co., Ltd." was established with partners to strengthen future growth in the cleanroom technology sector [1]. Group 2: Market Dynamics and Financial Performance - The medical purification system market in China is valued at approximately 31.27 billion yuan annually, with the company holding orders worth 2.753 billion yuan for 2024, indicating a robust order book [2]. - The company has achieved positive operating cash flow of 150 million yuan in 2024, indicating a balance between orders and cash flow, which supports sustainable growth in its core business [2]. - The electronic cleanroom sector, which accounted for 54% of the cleanroom industry in 2022, is expected to see continued demand growth, with the company entering this market through strategic partnerships and service capabilities [2]. Group 3: Revenue and Profit Forecast - Revenue projections for the company from 2025 to 2027 are estimated at 2.8 billion, 3.6 billion, and 4.8 billion yuan, representing year-on-year growth rates of 61%, 32%, and 33% respectively [3]. - The net profit attributable to the parent company is forecasted to be 170 million, 220 million, and 300 million yuan for the same period, with growth rates of 156%, 30%, and 35% respectively [3]. - The company is expected to maintain a solid growth trajectory based on its established experience in the medical cleanroom sector and its expansion into the semiconductor cleanroom market [3].
华康洁净(301235):头部医疗洁净厂商,高景气电子洁净第二曲线
Huafu Securities· 2025-05-23 09:57
Investment Rating - The report gives a "Buy" rating for the company, Huakang Clean [5]. Core Views - Huakang Clean is a leading cleanroom system integrator in the medical sector, expanding into the electronic cleanroom market, which is experiencing high demand [3][5]. - The company has a solid order backlog in the medical sector, with a total order value of 2.753 billion yuan for 2024, indicating stable growth prospects [4][5]. - The electronic cleanroom segment is expected to become a significant growth driver, with the market for electronic cleanrooms projected to exceed 1 trillion yuan in 2022 [5][6]. Summary by Sections Company Overview - Established in 2008, Huakang Clean has evolved from a medical cleanroom service provider to include laboratory integration and electronic cleanroom services, serving over 800 clients [3][4]. - The company rebranded from "Huakang Medical" to "Huakang Clean" in March 2025 to better reflect its focus on clean technology [3]. Market Potential - The cleanroom market in China is projected to reach approximately 312.68 billion yuan annually, driven by the increasing demand for clean surgical rooms and system upgrades [4][48]. - The electronic cleanroom market, which accounted for 54% of the cleanroom industry in 2022, is expected to see continued growth due to rising semiconductor investments [5][56]. Financial Projections - Revenue forecasts for Huakang Clean are 2.755 billion yuan in 2025, 3.644 billion yuan in 2026, and 4.830 billion yuan in 2027, with expected growth rates of 61%, 32%, and 33% respectively [5][7]. - The net profit is projected to reach 171 million yuan in 2025, 222 million yuan in 2026, and 301 million yuan in 2027, reflecting growth rates of 156%, 30%, and 35% respectively [5][7]. Competitive Position - Huakang Clean holds a strong competitive position in the medical cleanroom sector, ranking among the top three in terms of bid amounts from 2017 to 2020 [48]. - The company has established a robust reputation and project experience, which enhances its ability to secure new contracts and expand its market share [71][79].
华康洁净(301235) - 关于项目预中标的提示性公告
2025-05-23 09:22
证券代码:301235 证券简称:华康洁净 公告编号:2025-063 转债代码:123251 转债简称:华医转债 武汉华康世纪洁净科技股份有限公司 关于项目预中标的提示性公告 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。 4、中标单位:武汉华康世纪洁净科技股份有限公司 5、中标价格:60,239,413.05 元 6、工期:120 日历天 7、公示媒体:枣庄市公共资源交易中心(http://ggzy.zaozhuang.gov.cn) 8、公示期:2025 年 05 月 23 日至 2025 年 05 月 25 日 特别提示:本项目仍处于中标公示阶段,其获取中标通知书、签约等后续工 作尚具有一定不确定性,敬请广大投资者注意投资风险。武汉华康世纪洁净科技 股份有限公司(以下简称"公司")将根据相关事项后续进展情况履行相应的信 息披露义务。 公司于近日参与了"滕州市医养结合健康中心暨中心人民医院新院区项目共 享医疗综合楼特殊科室专项净化工程二标段"项目的投标,招标单位为山东德辰 康养投资管理有限公司。2025 年 5 月 23 日,枣庄市公共资源交易中心(ht ...
华康洁净(301235) - 关于2024年年度权益分派实施后调整回购股份价格上限的公告
2025-05-22 11:26
1、调整前回购股份价格上限:28.00 元/股(含); | 证券代码:301235 | 证券简称:华康洁净 | 公告编号:2025-061 | | --- | --- | --- | | 转债代码:123251 | 转债简称:华医转债 | | 武汉华康世纪洁净科技股份有限公司 关于2024年年度权益分派实施后调整回购股份价格上限 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。 特别提示: 自本次利润分配预案披露之日起至权益分派股权登记日期间,公司总股本若因新 增股份上市、股权激励行权、股份回购等事项发生变化,公司将按照"现金分红总额 固定不变"的原则对分配比例进行调整。 公司 2024 年度权益分派股权登记日为 2025 年 5 月 28 日,除权除息日为 2025 年 5 月 29 日。具体内容详见公司同日披露于巨潮资讯网(http://www.cninfo.com.cn) 的《2024 年年度权益分派实施公告》(公告编号:2025-060)。 2、调整后回购股份价格上限:27.95 元/股(含); 3、回购股份价格上限调整生效日期:2025 年 5 ...
华康洁净(301235) - 2024年年度权益分派实施公告
2025-05-22 11:26
证券代码:301235 证券简称:华康洁净 公告编号:2025-060 转债代码:123251 转债简称:华医转债 武汉华康世纪洁净科技股份有限公司 特别提示: 1、武汉华康世纪洁净科技股份有限公司(以下简称"公司"或"本公司")通过 回购专用证券账户持有的公司股份 2,132,100 股不享有利润分配权利。因此,本次权 益分派将以公司现有总股本 105,600,000 股剔除已回购股份 2,132,100 股后的 103,467,900 股为基数,本次实际分红总额=实际参与现金分红的股本×分配比例 =103,467,900 股×0.5 元/10 股=5,173,395 元。 2、本次权益分派实施后,根据股票市值不变原则,实施权益分派前后公司总股本 保持不变。按照公司总股本折算每 10 股现金分红=本次实际现金分红总额/公司总股 本(含已回购股份)×10=5,173,395 元/105,600,000 股×10=0.489904 元(保留六位小 数,最后一位直接截取,不四舍五入)。本次权益分派实施后的除息除权参考价=除息 除权日前一交易日收盘价-按公司总股本折算每股现金分红=除息除权日前一交易日 收盘价-0. ...
华康洁净(301235) - 关于2024年年度权益分派调整可转债转股价格的公告
2025-05-22 11:26
| 证券代码:301235 | 证券简称:华康洁净 | 公告编号:2025-062 | | --- | --- | --- | | 转债代码:123251 | 转债简称:华医转债 | | 武汉华康世纪洁净科技股份有限公司 关于2024年年度权益分派调整可转债转股价格 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。 武汉华康世纪洁净科技股份有限公司(以下简称"公司")向不特定对象发行可 转换公司债券事项经中国证券监督管理委员会证监许可〔2024〕220 号同意注册,公司 于 2024 年 12 月 23 日向不特定对象发行了 750.00 万张可转换公司债券,每张面值 100 元,发行总额 75,000.00 万元。经深圳证券交易所同意,公司 75,000.00 万元可转换公 司债券于 2025 年 1 月 9 日起在深圳证券交易所挂牌交易,债券简称"华医转债", 债券代码"123251"。"华医转债"转股的起止日期为 2025 年 6 月 27 日至 2030 年 12 月 22 日止(如遇法定节假日或休息日延至其后的第 1 个交易日;顺延期间付息款 ...
华康洁净(301235) - 国联民生证券承销保荐有限公司关于武汉华康世纪洁净科技股份有限公司2024年年度持续督导跟踪报告
2025-05-20 10:54
国联民生证券承销保荐有限公司 关于武汉华康世纪洁净科技股份有限公司 2024 年年度持续督导跟踪报告 | 保荐机构名称:国联民生证券承销保荐有限 | 被保荐公司简称: 华康洁净(301235) | | --- | --- | | 公司 | | | 保荐代表人姓名:胡向春 | 联系电话:027-87315078 | | 保荐代表人姓名:邓毅 | 联系电话:027-87315078 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | (1)是否及时审阅公司信息披露文件 | 是 | | (2)未及时审阅公司信息披露文件的次数 | 次 0 | | 2.督导公司建立健全并有效执行规章制度的情况 | | | (1)是否督导公司建立健全规章制度(包括但 不限于防止关联方占用公司资源的制度、募集资 | | | | 是 | | 金管理制度、内控制度、内部审计制度、关联交 | | | 易制度) | | | (2)公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | (1)查询公司募集资金专户次数 | 12 次 | | (2)公司募集资金 ...
华康洁净(301235) - 国联民生证券承销保荐有限公司关于武汉华康世纪洁净科技股份有限公司2024年度持续督导定期现场检查报告
2025-05-20 10:54
保荐代表人签字: 国联民生证券承销保荐有限公司 关于武汉华康世纪洁净科技股份有限公司 2024年度持续督导定期现场检查报告 | 保荐人名称:国联民生证券承销保荐有限公司 被保荐公司简称:华康洁净 | | --- | | 保荐代表人姓名:胡向春 联系电话:027-87316818 | | 保荐代表人姓名:邓毅 联系电话:027-87316818 | | 现场检查人员姓名:胡向春、邓毅、张永言、夏思懿 | | 现场检查对应期间:2024年1月1日-2024年12月31日 | | 现场检查时间:2025年4月8日-5月19日 | | (一) 公司治理 是 否 不适用 | | 现场检查手段(包括但不限于本指引第三十三条所列):(1)查阅公司章程和各项规章制度; | | (2)查阅公司股东大会、董事会、监事会议事规则等公司基本制度,查阅2024年历次股东 | | 大会、董事会及监事会决议及记录;(3)访谈公司相关部门人员,了解公司基本制度的执 | | 行情况,了解公司董事、监事和高级管理人员履行职务勤勉尽责情况及变动情况,了解控股 | | 股东、实际控制人遵守相关承诺的情况。 | | √ 1.公司章程和公司治理制度是否 ...
公告精选︱泰禾股份:拟不超1.5亿美元在埃及建设农药及功能化学品项目;百利电气:2024年度相关业务收入占公司整体收入比重不足1%
Ge Long Hui· 2025-05-19 23:50
Key Points - The article highlights various significant announcements from companies, including revenue growth, investment projects, and share buybacks [1][2] Company Announcements - Baili Electric's revenue from related businesses in 2024 will account for less than 1% of the company's total revenue [1] - Taihe Co., Ltd. plans to invest up to $150 million in a pesticide and functional chemicals project in Egypt [1] - Huakang Clean is expected to win a bid for the renovation of the second inpatient building at West China Hospital of Sichuan University [1] - YTO Express reported a revenue of 5.755 billion yuan from express products in April, a year-on-year increase of 16.32% [1] - Shentong Express reported a revenue of 4.118 billion yuan from express services in April, a year-on-year increase of 16.39% [1] - Kangping Technology plans to acquire 100% equity of Souluke Electronics for 198 million yuan [1] - Hexing Packaging intends to repurchase shares worth between 50 million to 100 million yuan [1] - Guangxi Media's controlling shareholder and its concerted parties plan to reduce their holdings by no more than 1% [1] - Huading Co., Ltd. plans to reduce its holdings by no more than 3% [1] - Jingu Co., Ltd. received a notification from a leading global new energy vehicle company [1] - Wanrun New Energy signed a business cooperation agreement with CATL, expecting a total supply volume of approximately 1.3231 million tons [1][2] Investment Projects - Huaheng Biological plans to invest 320 million yuan in an "AI Precision Fermentation and Protein Engineering Shared Demonstration Project" [1] Share Buybacks - Kesi Technology plans to repurchase shares worth between 30 million to 50 million yuan [1] - Zhaoxun Media intends to repurchase 1.66% to 3.33% of its shares [2]
华康洁净(301235) - 关于项目预中标的提示性公告
2025-05-19 07:48
关于项目预中标的提示性公告 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。 证券代码:301235 证券简称:华康洁净 公告编号:2025-059 转债代码:123251 转债简称:华医转债 武汉华康世纪洁净科技股份有限公司 5、投标报价:71,602,160.12 元 6、公示媒体:四川省公共资源交易信息网(https://ggzyjy.sc.gov.cn) 7、公示期:2025 年 05 月 20 日至 2025 年 05 月 26 日 二、预中标事项对公司业绩的影响 特别提示:本项目仍处于中标公示阶段,其获取中标通知书、签约等后续工 作尚具有一定不确定性,敬请广大投资者注意投资风险。武汉华康世纪洁净科技 股份有限公司(以下简称"公司")将根据相关事项后续进展情况履行相应的信 息披露义务。 公司于近日参与了"四川大学华西医院第二住院楼 10 层装修、诊疗环境装 修项目(11 至 13 层手术室装修)"项目的投标,招标单位为四川大学华西医院。 2025 年 5 月 19 日,四川省公共资源交易信息网(https://ggzyjy.sc.gov.cn) 发布了 ...