（来源：2023 年报） （来源：招股书） 刺绣机电控系统 在袜机电控市场，浙江明德自动化设备有限公司（浙江明德）属于细分龙头，2015 年 其国内市占率超 80%。袜机电控业务也是浙江明德的主要盈利业务。 导语：吾股排名早已洞察一切。 标题：3.3 倍分红募资比，84%分红率！缝制设备电控龙头：行 业平平无奇？五年逆周期，一朝拐点至！ 作者：市值风云 APP：塔山 以缝制、针织机械设备行业为例，经过多年发展，我国已经成为全球缝制、针织机械 设备制造基地，国产设备有相当大的比例用于出口。 本期风云君要介绍的这家企业，属于缝制、针织机械设备上游的核心零部件厂商，其 主导产品市占率已经做到了全球第一。 大豪科技（603025.SH，下称公司）成立于 2000 年，于 2015 年上市。 公司由大豪有限整体变更设立，大豪有限的全体股东即为公司全体发起人，分别为北 京一轻控股有限责任公司（一轻控股）、郑建军、吴海宏、孙雪理、谭庆和赵玉岭。 （来源：2023 年报） 单位:万元 特种工业缝纫机电控系统 近年来，受地缘政治冲突、能源危机等因素影响，部分制造业供应链开始向本土化、 多元化、安全化转变，来自欧美的终端订单加快 ...

事实上，这两家公司通过海外的工程项目，除向全世界展示了"中国制造"的名片 和风采之外，也换取到一些矿山资源，已经俨然成为了当地拥有矿山的土财主。 注：产品产量为 2023 年上半年数据。 | --- | --- | --- | --- | --- | --- | --- | |-------|----------------------|--------------|--------------|-------------|--------------------------------|---------------------| | 序 ස් | 单位名称 | 营业收入 | 营业成本 | 营业利润 | 单位:千元 币种:人民币 \n净利润 | 归属于母公 司净利润 | | 1 | 中铁资源集团有限公司 | 24, 257, 647 | 18, 757, 537 | 6, 401, 102 | 5, 188, 690 | 4, 687, 154 | 中国中冶最早可以追溯到 1948 年的子公司中国三冶，原名为冶金部鞍山冶金建设 公司，参与了新中国首个钢铁企业—鞍山钢铁厂建设，被誉为"中国冶金建设摇篮"。 2 ...

氨纶行业龙头，产品价差扩大使得一季度业绩反弹，“北向资金”稳步加仓 摘要：杠杆资金活跃，股东户数连续2年下降。 作者：市值风云App：韦三甲 （展示内容）公司近期看点： 1、产品价差环比扩大，一季度业绩逆转2年下滑趋势； 2、杠杆资金开始活跃，融资余额出现反弹。 以下为付费部分（不可见） 一、公司简介及业绩情况 华峰化学主要从事氨纶纤维、聚氨酯原液、己二酸等聚氨酯制品材料的研发、生产与销售。 公司深耕聚氨酯行业多年，在重庆及浙江建有生产基地，目前氨纶产能与产量均位居全球第二、中国第一，聚氨酯原液和己二酸产量 均为全国第一。 ...

导语：出海是这一轮A股投资的主线之一，预计也是后面几年持续的主线。 标题：出海找增长，股价翻倍涨！家电老兵更名易主，回归主业， “代工+品牌”两条腿走路，基本面脱胎换骨 作者：市值风云APP：木盒 今年以来，除了资源有色、银行这个行业之外，还有一条主线涨得非常不错，那就 ...

今年以来，A 股并购市场持续升温，据不完全统计，截至 5 月 31 日，年内 A 股 市场发布并购计划近 2,000 单，涉及上市公司 1,400 余家。 在此当中，产业并购成为当下市场的主流选择，并购带来的产业升级以及 "1+1>2"的协同增量越来越受到重视。 6 月 11 日，跨境电商企业华凯易佰（300592.SZ）正式向深交所回复其 7 亿元 现金收购华鼎股份（601113.SH）持有的跨境电商企业通拓科技 100%股权问询。 导语：通拓科技的资产水分已被挤干，协同互补是未来成败关键。 作者：市值风云 App：贝壳 XY 7 亿抄底 29 亿资产，营收有望破百亿！华凯易佰并购通拓科技：出 海水大鱼大，迈向跨境电商第一梯队 作为两家上市公司，本次交易一经公布就引起市场广泛关注，风云君也刚好趁这 个节点跟大家一起唠唠。 事实上，这并非通拓科技的首次易主。早在 2017 年，其就被锦纶企业华鼎股份 收入囊中，彼时其账面净资产仅 10 亿出头，最终双方确认交易作价 29 亿元。 时隔 7 年时间，通拓科技的身价从 29 亿变 7 亿！市场有质疑在所难免，但华凯 易佰真要当一个"冤种接盘侠"？ 作为国内最早的跨 ...

Company Overview and Performance - The company reported Q1 2024 revenue of 4.69 billion yuan, a year-on-year increase of 11.7%, with net profit attributable to the parent company of 0.5 billion yuan, up 86.2% year-on-year, and non-GAAP net profit of 0.5 billion yuan, up 108.3% year-on-year [1] - The company's main products are related to automotive airbags, with airbag bags accounting for nearly 75% of revenue, and the high-margin OPW airbag products have seen increasing revenue share in recent years [13] - The company's domestic market share for airbag products was approximately 35.66% in 2022, and it has been expanding overseas since 2018, with overseas revenue gradually increasing [13] - In 2023, the company achieved revenue of 20.6 billion yuan, a year-on-year increase of 25.6%, with net profit attributable to the parent company of 2.4 billion yuan, up 21.9% year-on-year, and non-GAAP net profit of 1.9 billion yuan, up 27.2% year-on-year [38] - Vietnam contributed approximately 1.95 billion yuan in revenue in 2023, accounting for 9.5% of total revenue, with a year-on-year increase of 85.7% [38] Business Segments and Strategic Initiatives - The company is a new materials technology enterprise, with products covering automotive airbags, airbag fabrics, and seat belts [3] - In 2021, the company entered the semiconductor photoresist business through an industrial fund, investing in Xuzhou Bokang, a leading domestic semiconductor photoresist company, and established a joint venture, Dongyang Huaxin, to develop, produce, and sell photoresist materials [3][16] - Xuzhou Bokang has 26 ArF photoresist products (including 15 ArFi products), 30 KrF photoresist products, and 19 I-line photoresist products, with customers including major domestic wafer manufacturers and international photoresist companies [10] - The company is a Tier 1 supplier to BYD, providing airbag products for models such as Tang, Song, Song PLUS, Yuan, and Han [29] - The company's products are also supplied to other major automotive manufacturers, including Tesla, Li Auto, Jinkang Seres, NIO, and XPeng [17] Industry Trends and Catalysts - The automotive industry's recovery and rising demand for upstream components are driven by policies promoting car consumption and stabilizing industry growth [30] - The establishment of the National Integrated Circuit Industry Investment Fund III, with a registered capital of 344 billion yuan, is expected to accelerate the localization of core technologies in materials, equipment, and chips, with photoresist and lithography machines being key investment areas [11][37] - The company benefits from the dual themes of photoresist and new energy vehicles, with its photoresist products already in mass production and its performance showing steady growth over the past three years [37] Market Behavior and Shareholder Activity - The number of shareholders has been increasing since 2023, leading to a decrease in the average number of shares held per shareholder [30] - Northbound capital reduced its holdings of the company's shares from February to May, but on June 7, it purchased 775,000 shares, increasing its holdings by 73.3% compared to June 6 [20] - The company's financing activity has remained stable since February, with financing balances maintained at around 390 million yuan, which is the mid-range level for the past year [33]

Investment Rating - The report indicates a positive outlook for the company, highlighting a recovery in performance in the first quarter of 2024 after a challenging 2023 [1][32]. Core Insights - The semiconductor industry is experiencing a recovery trend, with global semiconductor sales in Q1 2024 reaching USD 137.7 billion, a year-on-year increase of 15.2% [18]. - The company specializes in packaging and testing for sensors, with diverse advanced packaging technologies and production lines for 8-inch and 12-inch wafer-level chip packaging [1]. - The company's revenue in Q1 2024 showed a year-on-year growth of 7.9%, while the net profit attributable to shareholders increased by 92.7% compared to the same period last year [32]. Summary by Sections Company Overview and Performance - The company reported a total revenue of CNY 9.13 billion in 2023, down 17.4% year-on-year, with a net profit of CNY 1.50 billion, a decrease of 43.3% [14][32]. - In Q1 2024, the company achieved a revenue of CNY 2.41 billion and a net profit of CNY 0.49 billion, reflecting a significant recovery [14][32]. Market Behavior - There has been a continuous decrease in the number of shareholders over the past two quarters, with a reduction of 11.7% in shareholder count from Q3 2023 to Q1 2024, indicating increased concentration of shares [12][19]. - Four institutions have newly entered the company's top ten circulating shareholders list, suggesting growing institutional interest [19]. Industry Concepts - The company is involved in advanced packaging technologies, including TSV and heterogeneous integration, which are critical for high-bandwidth memory applications [17]. - The company has established a strong position in the automotive chip market, being the largest CIS chip packaging and testing manufacturer globally [7].

各位投资人大家好欢迎大家来到北京农商银行2024年金融债券路演交流会我是本次交流会的主持人来自中信建投证券的陈嘉斌出席本次路演会议的有北京农商银行金融市场部副总经理周文宇周总中信建投证券债务资本市场部执行总经理郭岩郭总 以及其他发行人及牵头组成商代表北京农商银行计划于6月18日布际发行100亿元普通金融债诚邀各位投资人关注及认购下面有请中信建投证券债务资本市场部执行总经理郭岩总介绍本期债券的基本情况和发行安排 尊敬的各位投资人大家下午好我是中芯电所证券债务资本商务部的郭岩作为本期债券的前途主材商以及部级管理人由我向各位投资人简要的介绍一下本期债券的发行要素我们北京农商行2024年金融债券发行规模是100亿元本期债券的期限是三年期发行人的主体和债项评级都是3A评级机构是联合资讯 募集资金用途方面 将用于满足北京农商行多元化的资金需求 优化资产货带结构 募集利率区间是2.0到2.8时间安排方面 进化是6月13日发行文件挂网 6月18日募集发行 6月20日缴款也欢迎各位投资人通过发行文件 进一步的了解债券的相关信息 积极参与认购在过程当中的话有任何问题可以随时与我们中心店口对接谢谢大家好的谢谢郭总的介绍接下来我们有 ...

导语：自来水每吨涨价 3 毛钱，公司利润将增长 10%。 作者：市值风云 App：萧瑟 自来水涨价概念股，赚钱稳，分红壕！江西水务龙头洪城环境：独 占地方 9 成市场，资本开支是核心关注点 5 月 9 日，广州市政府召开了一场关于调整中心城区自来水价格的听证会。 听证代表共计 17 人，由 9 名普通居民消费者，3 名非居民消费者，1 名经营者，1 名其 他利益相关方，1 名代表，1 名政协委员以及 1 名专家学者构成。 价格调整共有两套方案，每立方米平均价格均将自 2.53 元增长至 3.40 元，增幅 约 34.4%，区别在于居民还是非居民生活用水的涨幅更高。 | --- | --- | --- | --- | --- | --- | |---------|-----------|--------------------------------------|----------|-------------------|-------------------| | 海 \n号 | | 用水类别 | 现行价格 | 方案一 \n调整价格 | 方案二 \n调整价格 | | l | | 平均供水价格 | 2.53 ...

铜缆高速连接概念股：公司产品多点开花、业绩保持较快增长 公司近期看点： 以下为付费部分（不可见） 沃尔核材产品包括：热缩套管、热缩母排、热缩电缆附件、冷缩电缆附件、电缆分支箱等 2500 多种产品，广泛应用于电子、电力、冶金、石化、汽 车、高铁、煤矿及航天航空等领域，产品远销欧美、东南亚等多个国家和地区。 1、铜缆高速连接：公司子公司乐庭智联生产的 400G、800G 高速通信线为 DAC 铜电缆，在短距离信号传输方面，具备低功耗、高性价比、高速率等优 势，广泛应用于数据中心、服务器、交换机/工业路由器等数据信号传输。 摘要：英伟达新一代 AI 服务器量产，铜缆高速连接板块迎来风口。 作者：市值风云 App：天成 henry 1、2024 年一季度业绩快速增长。 3、5 月份 96 家机构密集调研。 沃尔核材主营业务为高分子核辐射改性新材料及系列电子、电力、电线产品的研发、制造和销售，开发运营风力发电，布局新能源汽车、智能制造等 相关产业，具体可分为电子、电力、电线及新能源四个业务板块。 2023 年公司营业收入 57.2 亿元，同比增加 7.2%；归母净利润 7 亿元，同比增加 14%；扣非净利润 6.7 ...