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鲁泰A年赚4.1亿分红率49.84% 出售荣昌生物股票将增利8104万
Chang Jiang Shang Bao· 2025-06-26 23:35
长江商报消息 ●长江商报记者 徐佳 鲁泰A(000726.SZ)出售金融资产回笼资金,提升流动性。 6月25日晚间,鲁泰A公告,截至6月24日,公司出售荣昌生物股票产生的收益对当期净利润的影响额为 8104.45万元(未经审计),占公司最近一个会计年度经审计归属于上市公司股东净利润(净利润,下 同)的10%以上,达到披露标准。 长江商报记者注意到,2022年3月,荣昌生物在科创板上市。截至2024年末,鲁泰A持有荣昌生物股票 391.8265万股,占其总股本的0.72%。目前,鲁泰A仍持有荣昌生物股票61.26万股。 2025年3月起,鲁泰A决定适时选择合理的价位区间,通过二级市场竞价交易系统择机出售公司所持有 的荣昌生物股份。 鲁泰A表示,本次出售荣昌生物股票,主要是为了降低金融资产的比例,满足公司经营发展的资金需 求,所获资金将用于补充公司流动资金。目前,公司尚持有荣昌生物股票61.26万股。 据了解,荣昌生物是一家创新型生物制药企业,自成立以来一直专注于抗体药物偶联物(ADC)、抗 体融合蛋白、单抗及双抗等治疗性抗体药物领域。 值得一提的是,6月26日,荣昌生物披露,公司将具有自主知识产权的泰它西普有偿 ...
彤程新材: 彤程新材料集团股份有限公司公开发行可转换公司债券2025年跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-20 09:57
彤程新材料集团股份有限公司 公开发行可转换公司债券 联合资信评估股份有限公司通过对彤程新材料集团股份有限公 司主体及其相关债券的信用状况进行跟踪分析和评估,确定维持彤程 新材料集团股份有限公司主体长期信用等级为 AA,维持"彤程转债" 信用等级为 AA,评级展望为稳定。 特此公告 联合资信评估股份有限公司 评级总监: 二〇二五年六月十七日 声 明 一、本报告是联合资信基于评级方法和评级程序得出的截至发表之日的独立意见 陈述,未受任何机构或个人影响。评级结论及相关分析为联合资信基于相关信息和资 料对评级对象所发表的前瞻性观点,而非对评级对象的事实陈述或鉴证意见。联合资 信有充分理由保证所出具的评级报告遵循了真实、客观、公正的原则。鉴于信用评级 工作特性及受客观条件影响,本报告在资料信息获取、评级方法与模型、未来事项预 测评估等方面存在局限性。 二、本报告系联合资信接受彤程新材料集团股份有限公司(以下简称"该公司") 委托所出具,除因本次评级事项联合资信与该公司构成评级委托关系外,联合资信、 评级人员与该公司不存在任何影响评级行为独立、客观、公正的关联关系。 三、本报告引用的资料主要由该公司或第三方相关主体提供, ...
亏损加剧、头顶近14亿商誉,上海超硅IPO胜算几何
Bei Jing Shang Bao· 2025-06-18 12:50
又一家未盈利企业闯关IPO!近期,上交所官网显示,上海超硅半导体股份有限公司(以下简称"上海超硅")科创板IPO于近日获得受理,公司正式向A股发起 冲击,拟首发募资49.65亿元。数据显示,报告期内,上海超硅尚未实现盈利,并且亏损不断加剧,2022—2024年净利累计亏损超31亿元。此外,上海超硅 账上商誉也颇为显眼,头顶13.94亿元商誉。针对公司此次IPO相关问题,上海超硅方面于6月18日接受了北京商报记者采访。 | 公司全称 | 上海超硅半导体股份有限公司 | 受理日期 | | --- | --- | --- | | 公司简称 | 上海超硅 | 融资金额(亿元) | | 审核状态 | 已受理 | 更新日期 | | 保荐机构 | 长江证券承销保荐有限公司 | 保荐代表人 | | 会计师事务所 | 天健会计师事务所(特殊普通合伙) | 签字会计师 | | 律师事务所 | 国浩律师 (杭州) 事务所 | 签字律师 | | 评估机构 | 中联资产评估集团(浙江)有限公司 | 签字评估师 | 近三年累计亏损31.46亿元 上海超硅欲冲击科创板上市。 招股书显示,上海超硅主要产品包括300mm、200mm半导体硅片 ...
小米集团-W(01810.HK):业绩超预期 IOT延续高速增长势头
Ge Long Hui· 2025-06-04 01:53
机构:华安证券 研究员:金荣/刘志来 25Q1业绩 整体表现:收入利润均超出BBG 预期,25Q1 收入1113 亿元(yoy+47.4%),超BBG 预期2.1%;Non- GAAP 净利润107 亿元(yoy+64.5%),超BBG 预期17.7%; 分业务来看:1)手机业务:收入录得506 亿元(yoy+8.9%),低于BBG预期1.4%,毛利率为12.4%; 2)IoT 业务:收入录得323 亿元(yoy+58.7%),高于BBG 预期9.8%,毛利率为25.2%;3)互联网业 务:收入录得91 亿元(yoy+12.8%),高于BBG 预期0.2%,毛利率为76.9%;4)智能汽车等创新业务 收入录得186 亿元,高于BBG 预期0.8%,毛利率达23.2%,高于BBG 预期的20.8%。 IoT 受大家电驱动延续高速增长,毛利率改善显著1)IoT 收入323 亿元(yoy+58.7%),超BBG 预期 9.8%,主要受大家电驱动。25Q1 大家电收入同比+113.8%,其中空调、冰箱、洗衣机出货量超 110/88/74 万台,同比+65%/+65%/+100%;IoT 业务毛利率显著提升,达25.2 ...
世华科技: 公证天业会计师事务所(特殊普通合伙)关于苏州世华新材料科技股份有限公司向特定对象发行股票申请文件的审核问询函的回复(修订版)(豁免版)
Zheng Quan Zhi Xing· 2025-05-29 12:29
苏州世华新材料科技股份有限公司 问询函回复 公证天业会计师事务所(特殊普通合伙) Gongzheng Tianye Certified Public Accountants, SGP 中国 . 江苏 . 无锡 Wuxi . Jiangsu . China 总机:86(510)68798988 Tel:86(510)68798988 传真:86(510)68567788 Fax:86(510)68567788 电子信箱:mail@gztycpa.cn E-mail:mail@gztycpa.cn 关于苏州世华新材料科技股份有限公司 向特定对象发行股票申请文件的 审核问询函的回复 (修订版) 上海证券交易所: 按照贵所《关于苏州世华新材料科技股份有限公司向特定对象发行股票申请 文件的审核问询函》(上证科审(再融资)〔2025〕39 号)(以下简称"《问 询函》")的要求,我们就《问询函》对苏州世华新材料科技股份有限公司(以 下简称"公司"、"发行人"或"世华科技")审核问询问题中涉及会计师的问 题进行了逐项核查,并按照问询函的要求对所涉及的事项进行了资料补充和问题 回复,现就贵所问询函中提出的问题详细回复如下: ...
华利集团(300979) - 300979华利集团投资者关系管理信息20250430
2025-04-30 11:34
编号:2025-010 | 投资者关系 | 特定对象调研 分析师会议 □媒体采访 □业绩说明会 | | --- | --- | | 活动类别 | □新闻发布会 □路演活动 □现场参观 □其他 | | 参与单位名称 | 详见附件一 | | 及人员姓名 | | | 时间 | 2025年4月28日、2025年4月30日 | | 地点 | 线上:腾讯会议 | | 上市公司 接待人员姓名 | 董事会秘书方玲玲 | | | 董事会秘书方玲玲就公司的基本情况进行了介绍: | | | 经营简要情况: | | | 2025 年 1-3 月,实现营业收入人民币 53.53 亿元,同比增长 12.34%;实现归属于上市 | | | 公司股东的净利润人民币 7.62 亿元,同比减少 3.25%. | | | 2025 年 1-3 月,公司销售运动鞋 0.49 亿双,同比增长 8.24%. | | | 毛利率:2025 年第一季度毛利率环比 2024 年第四季度下降 1.19%,主要系 2025 年第 | | | 一季度,新客户订单量同比显著增长,新客户的新增订单主要是由新工厂生产,同时为 | | | 了匹配未来的订单,公司加速了 ...
【2024年年报&2025年一季报点评/长华集团】短期业绩承压,募投落地蓄力未来
东吴汽车黄细里团队· 2025-04-30 04:00
客户结构优化,新能源业务持续高增: 新能源业务创新高,新能源汽车零部件销售收入约为3.86亿元,占营业收入的17.49%;燃油车 与新能源汽车共用产品的销售收入约为9.03亿元,占营业收入的40.92%。公司新增客户77家, 其中新增主机厂客户11家,二级配套客户66家。与本田、大众、通用、福特、吉利、奇瑞、长 城、上汽、日产、丰田等现有业务成熟客户保持稳定合作,同时拓展其他优势新增长点客户。 冲焊件业务盈利提升,带动总体毛利率上升: 未经许可,不得转载或者引用。 公司2024年毛利率实现13.49%,同比+0.76pct,其中冲焊件部分毛利率7.03%,同比+0.87%, 主要得益于成本控制的有效实施;紧固件部分毛利率24.47%,同比-0.55pct,主要是由于市场 需求变化所致。公司期间费用率为9.34%,同比+0.57%,主要系销售人员薪酬及业务招待费增 加。 | 投资要点 | | --- | 公告要点: 公司公布2024年年报及2025年一季报,2024年业绩符合预期,2025年一季报业绩低于预期。 2024年实现营业收入22.07亿元,同比-8.88%,归母净利润1.14亿元,同比+4.08%,扣 ...
华利集团(300979):新工厂影响利润率,新锐客户助力增长
China Post Securities· 2025-04-29 11:55
Investment Rating - The investment rating for the company is "Buy" and is maintained [2] Core Insights - The company reported a revenue of 5.35 billion yuan in Q1 2025, representing a year-on-year increase of 12%, while the net profit attributable to shareholders decreased by 3% to 760 million yuan [5][6] - The new factory's ramp-up is impacting profit margins, with the gross margin declining by 5.5 percentage points to 22.9% due to initial production challenges [6] - The company is expanding its customer base with new clients like Adidas and New Balance, which are expected to drive sales growth and increase average transaction value [6][7] Financial Summary - The latest closing price of the company's stock is 56.14 yuan, with a total market capitalization of 65.5 billion yuan [4] - The company’s earnings per share (EPS) for 2025 is projected to be 3.54 yuan, with a price-to-earnings (P/E) ratio of 15.98 [10] - Forecasted net profits for 2025, 2026, and 2027 are 4.13 billion yuan, 4.72 billion yuan, and 5.44 billion yuan respectively, with corresponding P/E ratios of 16, 14, and 12 [7][10]
华利集团(300979):Q1营收稳健,产能爬坡影响盈利
SINOLINK SECURITIES· 2025-04-29 05:10
Investment Rating - The report maintains a "Buy" rating for the company, anticipating a net profit growth of 44.23 billion, 50.74 billion, and 57.92 billion RMB for the years 2025 to 2027, corresponding to P/E ratios of 15, 13, and 11 respectively [5] Core Insights - The company reported a revenue of 5.353 billion RMB in Q1 2025, a year-on-year increase of 12.34%, while the net profit attributable to the parent company was 762 million RMB, a decrease of 3.25% [2] - The company is experiencing stable orders with short-term profit margins affected by the ramp-up of new factories, but overall performance is in line with expectations [2] - The company has successfully launched new factories in Vietnam, Indonesia, and China to meet the growing demand, with two new shoe factories already operational in Q1 2025 [3] - The gross margin for Q1 2025 was 22.90%, down 5.47 percentage points year-on-year, primarily due to the efficiency ramp-up of new factories [3] - The company is expected to gradually restore its profitability as new factories improve operational efficiency through optimized training mechanisms and the deployment of smart production equipment [3] Summary by Sections Performance Review - In Q1 2025, the company achieved a revenue of 5.353 billion RMB, reflecting a 12.34% year-on-year growth, while the net profit attributable to the parent company was 762 million RMB, down 3.25% [2] Operational Analysis - The company sold 49 million pairs of sports shoes in Q1 2025, marking an 8.24% year-on-year increase, with a slight growth in average selling price (ASP) [3] - The company’s gross margin was impacted by new factory ramp-ups, but the net profit margin was 14.26%, down 2.30 percentage points year-on-year [3] Market and Client Dynamics - The company is less affected by tariffs due to its Southeast Asian factories using a processing model and local sourcing of over 50% of raw materials in Vietnam [4] - The company is expected to benefit from new client orders, particularly from Adidas, as it continues to expand its customer base despite slower growth from major clients like Nike [4] Profit Forecast and Valuation - The company is projected to achieve net profits of 44.23 billion, 50.74 billion, and 57.92 billion RMB from 2025 to 2027, with corresponding P/E ratios of 15, 13, and 11 [5]
华利集团:Q1营收稳健,产能爬坡影响盈利-20250429
SINOLINK SECURITIES· 2025-04-29 03:23
Investment Rating - The report maintains a "Buy" rating for the company, anticipating a net profit growth of 44.23 billion, 50.74 billion, and 57.92 billion RMB for the years 2025 to 2027, corresponding to PE ratios of 15, 13, and 11 times respectively [5] Core Views - The company reported a revenue of 5.353 billion RMB in Q1 2025, a year-on-year increase of 12.34%, while the net profit attributable to the parent company was 762 million RMB, a decrease of 3.25% [2] - The company is experiencing stable orders with short-term profit margins affected by the ramp-up of new factories, but overall performance is in line with expectations [2] - The company is benefiting from a strong customer base, particularly with new clients like Adidas, which is expected to drive growth despite challenges in the broader market [4] Summary by Sections Performance Review - In Q1 2025, the company achieved a revenue of 5.353 billion RMB, reflecting a 12.34% year-on-year growth. The net profit attributable to the parent company was 762 million RMB, down 3.25% year-on-year, while the non-recurring net profit was 751 million RMB, also down 3.35% [2] Operational Analysis - The company sold 49 million pairs of sports shoes in Q1 2025, an increase of 8.24% year-on-year, with an increase in average selling price (ASP) contributing to order growth. New customer orders have significantly increased, particularly following the partnership with Adidas that began in Q4 2024 [3] - The gross margin for Q1 2025 was 22.90%, a decrease of 5.47 percentage points year-on-year, primarily due to the efficiency ramp-up of new factories. The company plans to enhance operational efficiency through training and the deployment of smart production equipment [3] Market and Client Dynamics - The company is minimally affected by tariffs due to its Southeast Asia factories operating under a processing model, with over 50% of raw materials sourced locally in Vietnam. The company’s production capacity is concentrated in Vietnam and Cambodia, which mitigates the impact of tariff increases announced by the U.S. [4] - The growth strategy relies heavily on new clients like Adidas and On, with strong order momentum expected to continue. The company’s customer acquisition capabilities are highlighted as a key strength, allowing it to achieve rapid growth even as major clients like Nike experience slower growth [4]