Workflow
【机构调研记录】东兴基金调研安泰科技、金杯电工
000969AT&M(000969) 证券之星·2025-04-02 00:16

Group 1: An Tai Technology - In 2024, An Tai Technology aims to achieve operating revenue of 7.573 billion yuan and a net profit of 372 million yuan despite a complex economic environment [1] - The company focuses on strategic leadership and technological innovation, optimizing its industrial structure and advancing key projects such as the 10,000-ton amorphous strip project and the 2,000-ton high-end special powder project [1] - The rare earth permanent magnet materials business has a production capacity of 12,000 tons, with a steadily increasing market share [1] - The new contract amount for amorphous nanocrystalline materials reached 1.17 billion yuan, a growth of 33%, with a future focus on the laminated iron core transformer market [1] - An Tai Technology possesses leading technology in the controlled nuclear fusion field and has provided multiple batches of products for the international thermonuclear fusion ITER project [1] Group 2: Jinbei Electric - In 2024, Jinbei Electric expects stable growth, achieving operating revenue of 17.669 billion yuan, a year-on-year increase of 15.54%, and a net profit of 637 million yuan, up 7.74% [2] - The electromagnetic wire industry center saw revenue growth of 31.65%, contributing over 40% to the company's total profit [2] - The cable industry center adjusted its direct sales focus, resulting in an 8.80% revenue increase [2] - The downstream structure has significantly changed, with revenue from clean energy applications and smart grid applications accounting for 39% of total revenue, surpassing green building applications at 33% for the first time [2] - The sales volume of flat electromagnetic wires reached 84,500 tons, a year-on-year increase of 19.74%, with sales for new energy vehicles growing by over 60% [2] - The company is undertaking multiple capacity expansion and efficiency improvement projects domestically [2] Group 3: Dongxing Fund - Dongxing Fund, established in 2020, has an asset management scale of 45.341 billion yuan, ranking 87th out of 210 [2] - The fund's non-monetary public fund asset management scale is 28.286 billion yuan, ranking 94th out of 210 [2] - The fund manages 50 public funds, ranking 101st out of 210, with 10 public fund managers, ranking 109th out of 210 [2] - The best-performing public fund product in the past year is Dongxing Future Value Mixed A, with a latest unit net value of 1.2 and a growth of 24.82% in the past year [2]