WCON ELECTRONICS (GUANGDONG)CO.(301328)
Search documents
维峰电子:公司不涉及军工业务
Zheng Quan Ri Bao Wang· 2025-11-20 12:47
证券日报网讯维峰电子(301328)11月20日在互动平台回答投资者提问时表示,公司不涉及军工业务, 无军工资质。 ...
四大证券报精华摘要:11月20日
Zhong Guo Jin Rong Xin Xi Wang· 2025-11-20 00:21
Group 1 - Multiple foreign institutions have released outlook reports for 2026, collectively optimistic about the long-term allocation value of the Chinese stock market, with UBS and Morgan Stanley raising target index levels for the Chinese market [1] - The recent actions of foreign institutions, including increased research and accumulation, indicate a strong commitment to investing in Chinese assets, supported by the steady advancement of high-level institutional openness in China's capital market [1] - The active equity funds have outperformed passive index products in a high volatility market environment, with notable funds like Taixin Development Theme leading the charge [1] Group 2 - The pharmaceutical theme funds are showing signs of recovery after a two-month adjustment, with several funds stabilizing and some even regaining upward momentum, driven by the introduction of a "commercial insurance innovative drug catalog" mechanism in medical insurance negotiations [2] - The lithium battery materials sector continues to experience a "volume and price rise," with battery-grade lithium carbonate prices reaching a new high of 97,550 yuan per ton, benefiting the salt lake lithium extraction industry [3] - The energy storage sector has seen multiple stocks doubling in value this year, with leading companies like Haibo Sichuang and Huasheng Lithium Battery showing significant gains [3] Group 3 - The number of newly registered private equity securities investment funds has exceeded 10,000 this year, with equity strategies dominating the issuance market, reflecting increased market participation [4] - The net subscription amount for equity ETFs has reached 484.69 billion yuan in November alone, indicating a strong influx of capital into the market [4] - The China Securities Regulatory Commission (CSRC) has optimized the ETF registration and listing review process, which is expected to enhance market vitality and promote high-quality development of ETFs [5] Group 4 - Over 70 A-share listed companies have disclosed significant contract signings or strategic cooperation agreements since October, with a focus on industries such as machinery and power equipment [8] - The merger and acquisition activity in the securities industry is intensifying, with China International Capital Corporation planning to absorb and merge Dongxing Securities and Xinda Securities through a share exchange [8] - The integration of banking and social platforms is deepening, with over 65 official accounts established by banks on platforms like Xiaohongshu, indicating a trend towards digital engagement in the banking sector [9]
维峰电子:公司产品在AI服务器电源控制、新能源汽车智能化高频高速应用等方面可匹配新的市场需求
Mei Ri Jing Ji Xin Wen· 2025-11-19 13:28
维峰电子(301328.SZ)11月19日在投资者互动平台表示,AI技术的快速发展为连接器行业带来了新的 市场机遇。公司产品在AI服务器电源控制、新能源汽车智能化高频高速应用等方面可匹配新的市场需 求。 (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:贵司在这次AI浪潮中有何受益,或者有何应用? ...
维峰电子:公司在高频高速连接器领域具备相关技术储备
Zheng Quan Ri Bao Wang· 2025-11-18 11:42
证券日报网讯维峰电子(301328)11月18日在互动平台回答投资者提问时表示,公司在高频高速连接器 领域具备相关技术储备,部分产品可应用于毫米波雷达。 ...
维峰电子:股价走势受宏观经济环境等多重复杂因素影响
Zheng Quan Ri Bao· 2025-11-18 11:38
证券日报网讯维峰电子11月18日在互动平台回答投资者提问时表示,股价走势受宏观经济环境、市场风 险偏好、板块资金轮动等多重复杂因素影响,敬请注意投资风险。此外,公司始终稳扎高端精密连接器 的战略路径,在工业控制、新能源及汽车电子等领域的核心技术布局、头部客户认证及海外产能建设等 方面已取得扎实进展,这些成果将逐步转化为可持续的业绩动能。管理层高度重视投资者回报,未来将 持续通过优化经营效率、强化产业协同等方式提升企业内在价值,与股东共享发展成果。 (文章来源:证券日报) ...
维峰电子:公司在高频高速连接器领域具备相关技术储备,部分产品可应用于毫米波雷达
Mei Ri Jing Ji Xin Wen· 2025-11-18 01:08
维峰电子(301328.SZ)11月18日在投资者互动平台表示,公司在高频高速连接器领域具备相关技术储 备,部分产品可应用于毫米波雷达。 每经AI快讯,有投资者在投资者互动平台提问:贵司在毫米波雷达领域有无应用? (文章来源:每日经济新闻) ...
维峰电子(301328):公司研究|点评报告|维峰电子(301328.SZ):维峰电子(301328):业绩稳健增长,汽车&机器人打造新成长曲线
Changjiang Securities· 2025-11-16 23:30
Investment Rating - The investment rating for the company is "Buy" and is maintained [9]. Core Views - The company reported a robust revenue growth of 33.49% year-on-year, achieving a total revenue of 513 million yuan for the reporting period. The net profit attributable to the parent company was 82 million yuan, reflecting a year-on-year increase of 19.95% [2][6]. - In the third quarter alone, the company generated 176 million yuan in revenue, up 22.25% year-on-year, with a net profit of 27 million yuan, marking a 27.68% increase [2][6]. - The company is focusing on the automotive and robotics sectors to create new growth curves, leveraging its established connector business and expanding into emerging fields [14]. Financial Performance - The company's gross margin for the third quarter was 39.26%, a slight decrease of 0.14 percentage points year-on-year, while the net margin improved by 1.22 percentage points to 16.26% [14]. - The projected net profits for the company from 2025 to 2027 are estimated to be 126 million yuan, 149 million yuan, and 185 million yuan, respectively [14]. Business Segments - The connector business remains stable, with a long-term gross margin around 40%. The company has over 50,000 mass production part numbers and 100,000 reserved part numbers, allowing for quick customization and cost reduction [14]. - In the robotics sector, the company has diversified its business to cover industrial, logistics, service, and humanoid robots, enhancing its technological capabilities and business expansion [14]. - The humanoid robot segment has established a core layout, focusing on key components such as motion control modules and power control systems, with ongoing customer validation and solution integration [14]. Market Outlook - The industrial automation sector is expected to experience a new growth wave driven by deep AI penetration and accelerated iterations in the robotics industry. The company aims to achieve long-term stable growth by leveraging its technological barriers and platform advantages in the connector field [14].
11月12日这些公告有看头





Di Yi Cai Jing Zi Xun· 2025-11-12 14:00
Group 1 - Peking University Medicine's chairman Xu Xiren has been arrested for criminal charges, but the company's control remains unchanged and operations are normal [3] - Victory Shares plans to issue shares and pay cash to acquire assets, along with raising supporting funds, following a significant stock price fluctuation [4] - Bangji Technology has terminated a major asset restructuring due to failure to reach an agreement with the counterparty, after experiencing a significant stock price drop [5] Group 2 - *ST Songfa has completed a major asset restructuring, changing its main business from ceramics to shipbuilding and high-end equipment [6] - Dongfang Yuhong plans to sell certain real estate assets, expecting a disposal loss of 25.81 million yuan, which exceeds 10% of its audited net profit for the last fiscal year [7] - Baili Tianheng has decided to delay its global H-share offering and listing due to current market conditions [8] Group 3 - Transsion Holdings is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its competitiveness and international brand image [9] - Shengtun Mining intends to invest approximately 1.423 billion yuan in its wholly-owned subsidiary, aiming to promote international development [10] - Haibo Sichuang has signed a strategic cooperation agreement with CATL, committing to a significant annual procurement of electricity [11] Group 4 - Century Huatong plans to repurchase shares worth between 500 million and 1 billion yuan, with a maximum repurchase price of 28.77 yuan per share [12] - Shannon Chip Innovation's major shareholder has reduced its stake by 549,200 shares, resulting in a slight decrease in ownership percentage [13] - Fangzheng Electric's shareholder Zhang Min has reduced his holdings by 1.6324 million shares, dropping below the 5% threshold [14] Group 5 - Haodangjia's controlling shareholder plans to reduce its stake by up to 2.7%, equating to approximately 39.45 million shares [15] - Zhibang Home's major shareholders have collectively reduced their convertible bond holdings by 13.51% [16] Group 6 - Longjian Shares has won a project worth 483 million yuan for road maintenance in Heilongjiang Province [17] - Zhejiang Communications has been awarded a project estimated at 11.103 billion yuan for urbanization construction [18] - Dash Smart has secured a project for the intelligentization of the new Huanggang Port, valued at 55.06 million yuan [19] Group 7 - Baiao Intelligent has signed a significant contract worth 97.22 million yuan for equipment sales [20] - Shaanxi Construction has won multiple projects exceeding 5 billion yuan, including a 5.12 billion yuan project in Zhejiang Province [21]
维峰电子:聘任李文化为公司总经理
Mei Ri Jing Ji Xin Wen· 2025-11-11 11:28
截至发稿,维峰电子市值为49亿元。 每经头条(nbdtoutiao)——谁在替王家卫写《繁花》?揭秘影视剧本层层转包"枪手链" 每经AI快讯,维峰电子(SZ 301328,收盘价:44.42元)11月11日晚间发布公告称,公司审议通过了 《关于聘任高级管理人员的议案》《关于聘任证券事务代表的议案》《关于聘任内审负责人的议案》。 公司董事会同意聘任李文化先生为公司总经理、赵世志先生和谢先国先生为公司副总经理、戴喜燕女士 为公司财务总监、刘雨田女士为董事会秘书,任期三年,自本次董事会审议通过之日起至本届董事会任 期届满之日止。公司董事会同意聘任王家琪女士为公司证券事务代表,任期三年,自本次董事会审议通 过之日起至本届董事会任期届满之日止。公司董事会同意聘任蒋奔先生为公司内审负责人,任期三年, 自本次董事会审议通过之日起至本届董事会任期届满之日止。 2024年1至12月份,维峰电子的营业收入构成为:连接器占比99.03%,其他业务占比0.97%。 (记者 王晓波) ...
维峰电子:11月11日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-11-11 11:21
Group 1 - The core point of the article is that Weifeng Electronics (SZ 301328) held a temporary board meeting on November 11, 2025, to discuss the election of the chairman of the board [1] - As of the latest report, Weifeng Electronics has a market capitalization of 4.9 billion yuan [3] Group 2 - For the year 2024, Weifeng Electronics' revenue composition shows that connectors account for 99.03% of total revenue, while other businesses contribute 0.97% [2]