Shenzhen Manst Technology (301325)

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曼恩斯特:子公司蓝方技术将始终专注于电机控制与精密传动技术开发
Zheng Quan Ri Bao Wang· 2025-09-10 13:45
证券日报网讯曼恩斯特(301325)9月10日在互动平台回答投资者提问时表示,新业务的投入及回报有 一定时间周期,存在不确定性。公司子公司蓝方技术将始终专注于电机控制与精密传动技术开发,致力 于为客户提供高精度运动控制解决方案;其微型直线电缸产品有少量订单且已出货,但灵巧手产品暂未 有实质性的订单进展。后续蓝方技术将持续跟踪行业需求,不断优化方案设计,同时开发更多运动控制 产品的应用场景。 ...
曼恩斯特:今年公司多款固态电池设备,已陆续发往客户现场
Mei Ri Jing Ji Xin Wen· 2025-09-10 08:51
(文章来源:每日经济新闻) 曼恩斯特(301325.SZ)9月10日在投资者互动平台表示,在固态电池领域,公司基于干湿法双线布局策 略,已积累较丰富的前段技术储备及验证数据,其中在新型陶瓷材料、双螺杆高效分散、超薄湿法涂 层、活性物质与固态电解质双层共涂等技术均有一定创新性和优势。今年,公司多款固态电池设备,已 陆续发往客户现场,包含干法及湿法相关前段设备,调试验证效果取得客户认可。 每经AI快讯,有投资者在投资者互动平台提问:公司在固态电池领域有那些布局? ...
曼恩斯特:公司多款固态电池设备已陆续发往客户现场,调试验证效果取得客户认可
Mei Ri Jing Ji Xin Wen· 2025-09-10 08:44
Group 1 - The company has made significant progress in the solid-state battery equipment sector, leveraging a dual-line strategy of dry and wet processes [1] - The company has accumulated substantial front-end technology reserves and validation data in the solid-state battery field, showcasing innovations in new ceramic materials, efficient dispersion with twin-screw technology, ultra-thin wet coating, and dual-layer co-coating of active materials and solid electrolytes [1] - Several solid-state battery equipment models have been delivered to customer sites this year, including both dry and wet front-end equipment, with successful debugging and validation results that have gained customer recognition [1]
曼恩斯特:子公司蓝方技术微型直线电缸产品有少量订单且已出货,但灵巧手产品暂未有实质性的订单进展
Mei Ri Jing Ji Xin Wen· 2025-09-10 08:44
每经AI快讯,有投资者在投资者互动平台提问:机器人不少公司已经开始放量推向市场,贵公司的灵 巧手是我们期待的亮点。"公司灵巧手相关产品尚处于市场拓展阶段,暂未形成相关订单或收入"请问还 没有订单的原因是哪些方面,技术达不到下游需要,还是公司整体成本较高?可否给个说法 曼恩斯特(301325.SZ)9月10日在投资者互动平台表示,新业务的投入及回报有一定时间周期,存在不 确定性。公司子公司蓝方技术将始终专注于电机控制与精密传动技术开发,致力于为客户提供高精度运 动控制解决方案;其微型直线电缸产品有少量订单且已出货,但灵巧手产品暂未有实质性的订单进展。 后续蓝方技术将持续跟踪行业需求,不断优化方案设计,同时开发更多运动控制产品的应用场景。 (记者 王晓波) ...
曼恩斯特:公司在储能领域构建了以集中式储能为核心业务、工商业储能及户用储能产品为主力业务的产品矩阵
Mei Ri Jing Ji Xin Wen· 2025-09-10 08:37
曼恩斯特(301325.SZ)9月10日在投资者互动平台表示,公司在储能领域构建了以集中式储能为核心业 务、工商业储能及户用储能产品为主力业务的多层次产品矩阵,覆盖下游电源侧、电网侧和用户侧全应 用场景。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:公司在储能领域有哪些布局? ...
曼恩斯特跌2.01%,成交额2.59亿元,主力资金净流出2140.62万元
Xin Lang Cai Jing· 2025-09-10 02:45
机构持仓方面,截止2025年6月30日,曼恩斯特十大流通股东中,南方中证1000ETF(512100)位居第 五大流通股东,持股64.15万股,相比上期增加10.71万股。香港中央结算有限公司位居第七大流通股 东,持股39.54万股,相比上期减少122.74万股。华夏中证1000ETF(159845)位居第八大流通股东,持 股38.93万股,为新进股东。广发中证1000ETF(560010)位居第十大流通股东,持股31.56万股,为新 进股东。 责任编辑:小浪快报 资料显示,深圳市曼恩斯特科技股份有限公司位于广东省深圳市坪山区龙田街道竹坑社区第三工业区C 区3号厂房101~201,成立日期2014年12月1日,上市日期2023年5月12日,公司主营业务涉及高精密狭 缝式涂布模头、涂布设备及涂布配件的研发、设计、生产、销售。主营业务收入构成为:能源系统类 77.92%,涂布应用类20.94%,其他1.14%。 曼恩斯特所属申万行业为:电力设备-电池-锂电专用设备。所属概念板块包括:固态电池、氢能源、宁 德时代概念、锂电池、储能等。 截至6月30日,曼恩斯特股东户数2.46万,较上期增加13.39%;人均流通股2 ...
跨境电商新旧模式交替 百亿营收与净利腰斩并存
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-06 04:44
Core Viewpoint - The cross-border e-commerce industry in China has demonstrated strong resilience and vitality amid frequent fluctuations in the international environment, with a projected import and export volume of approximately 1.32 trillion yuan in the first half of 2025, representing a year-on-year growth of 5.7% [1] Group 1: Industry Performance - Six leading cross-border e-commerce companies have shown varied performance, with some achieving double-digit revenue and profit growth, while others experienced a dramatic 81% decline in net profit [2] - The industry is undergoing a dramatic dual-line development characterized by stark contrasts in performance [3] Group 2: Key Players and Growth - Companies like Anker Innovations, Yingshi Innovations, and Ugreen Technology are examples of "reverse growth," achieving both revenue and profit growth by focusing on brand and product strength [4] - Anker Innovations reported a revenue of 12.867 billion yuan in the first half of the year, a year-on-year increase of 33.36%, with a net profit of 1.167 billion yuan, up 33.8% [4] - Yingshi Innovations achieved a revenue of 3.671 billion yuan, a 51.17% increase, while Ugreen Technology reported a total revenue of 3.857 billion yuan, growing by 40.6% [4] Group 3: Market Trends - The U.S. remains a primary export destination, but growth in the U.S. e-commerce market has slowed due to inflation and reduced consumer demand, while markets in Europe, Southeast Asia, and Latin America are showing growth [5] - The compound annual growth rates for e-commerce markets in Europe, Southeast Asia, and Latin America are projected at 7.95%, 8.79%, and 9.43% respectively from 2025 to 2029 [5] Group 4: Channel Development - Amazon and third-party platforms dominate the market, but independent sites are growing rapidly, with Anker Innovations reporting a revenue growth of 42.64% from independent sites [6] - Anker Innovations is also expanding into offline markets, with a revenue growth of 43.6% from offline channels [6] Group 5: R&D and Innovation - Companies are increasingly investing in R&D, with Anker Innovations spending 1.195 billion yuan on R&D, a 49% increase, and Yingshi Innovations doubling its R&D expenses to 561 million yuan [7] - The application of AI in various operational aspects is becoming common among cross-border e-commerce companies, enhancing product development and operational efficiency [7] Group 6: Challenges for Traditional Models - Traditional "bulk selling" models are facing significant challenges, with companies like Huakai Yibai experiencing an 81.36% drop in net profit despite a 28.97% revenue increase [8] - Huakai Yibai is restructuring its inventory and focusing on premium business branding, while also facing rising logistics costs due to changing tariff policies [8] Group 7: Transition Strategies - Companies like San Tai Co. are shifting from traditional "bulk selling" to a "precision selling" model, enhancing product development efficiency through improved selection systems [9] - Both Huakai Yibai and San Tai Co. are exploring new service-oriented business models, although these initiatives are still in their early stages and have not yet contributed significantly to their performance [10][11]
传感器板块震荡上扬,可川科技、科博达涨停
Mei Ri Jing Ji Xin Wen· 2025-09-05 02:08
Group 1 - The sensor sector experienced a significant upward movement on September 5, with companies such as Chuan Technology and Kebo Da hitting the daily limit increase [1] - Infineon Technologies saw an increase of over 10%, indicating strong market interest [1] - Other companies in the sector, including Jingsheng Electronics, Haon Automotive Electric, Hanwei Technology, Fosa Technology, and Mannesmann, also showed positive performance [1]
曼恩斯特第二期回购进展:已斥资2883.78万元回购股份
Xin Lang Cai Jing· 2025-09-02 15:31
Group 1 - The company held its sixth board meeting on October 28, 2024, approving a share buyback plan with a total funding limit of 200 million yuan and a minimum of 100 million yuan, aimed at employee stock ownership plans or equity incentives [1] - In the seventh board meeting on November 30, 2024, the company adjusted the maximum buyback price from 56.38 yuan per share to 76 yuan per share, while keeping other details unchanged [1] - As of August 31, 2025, the company had repurchased a total of 500,100 shares, accounting for 0.31% of the total share capital, with a total payment of 28.8378 million yuan, excluding transaction fees [1] Group 2 - The company will continue to implement the buyback plan based on market conditions and will fulfill its information disclosure obligations in a timely manner [1]
曼恩斯特:累计回购公司股份528900股
Zheng Quan Ri Bao· 2025-09-02 13:40
Group 1 - The company announced a share buyback of 528,900 shares, which represents 0.368% of its total share capital of 143,892,660 shares [2]