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调研速递|多浦乐接受投资者调研 聚焦无损检测产品布局与技术进展
Xin Lang Cai Jing· 2025-09-19 10:44
声明:市场有风险,投资需谨慎。 本文为AI大模型基于第三方数据库自动发布,任何在本文出现的信 息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成 个人投资建议。受限于第三方数据库质量等问题,我们无法对数据的真实性及完整性进行分辨或核验, 因此本文内容可能出现不准确、不完整、误导性的内容或信息,具体以公司公告为准。如有疑问,请联 系biz@staff.sina.com.cn。 点击查看公告原文>> 9月19日,多浦乐举办业绩说明会,通过全景路演平台与投资者进行线上交流。董事长、总经理蔡庆 生,董事、财务总监王亚芳,副总经理、董事会秘书王黎出席会议,就公司产品应用、技术储备及市场 前景等问题进行解答。 投资者关系活动关键信息活动类别:业绩说明会时间:2025年9月19日15:30 - 17:00地点:全景路演 (http://rs.p5w.net)参与单位:投资者网上提问接待人员:董事长、总经理蔡庆生先生;董事、财务总 监王亚芳女士;副总经理、董事会秘书王黎女士 投资者关注焦点与公司回应涡流检测仪相关:投资者询问涡流检测仪应用范围、目标客户行业、竞争力 及前景,以及工业射线 ...
多浦乐(301528) - 2025年9月19日投资者关系活动记录表(2025年广东辖区投资者集体接待日暨中报业绩说明会)
2025-09-19 09:52
证券代码:301528 证券简称:多浦乐 广州多浦乐电子科技股份有限公司 投资者关系活动记录表 | 4、请问贵公司投资的医疗器械大概什么时候能量产或盈 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 利? | | | | | | | | 尊敬的投资者,您好!公司于 | 2024 | 年 | 12 | 月成立全资子公司 | | | | 广州多浦乐医疗科技有限公司,并在 | 2025 | 年上半年通过多浦乐 | | | | | | 医疗对外投资杭州循启医疗科技有限公司,占杭州循启总股本的 | | | | | | | | 70%。公司将积极推动相关公司的发展,维护公司的利益,维护 | | | | | | | | 投资者的利益。感谢您的关注! | | | | | | | | 附件清单(如有) | 无 | | | | | | | 日期 | 年 | 月 | 日 | 2025 | 9 | 19 | | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 业绩说明会 | | | □新闻发布会 □路演活动 ...
多浦乐2025"期中答卷"亮眼:营收大增56%,研发强度超28%筑牢行业"护城河"
仪器信息网· 2025-09-02 03:58
摘要 : 多浦乐2025上半年营收增长56.19%,净利润增长12.15%,研发投入占比28.02%,积极开拓新市场并深耕核心技 术。 特别提示 微信机制调整,点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标,否则很可能无法看到我们的推送。 近日,广州多浦乐电子科技股份有限公司(以下简称"多浦乐")发布了2025年半年度报告,交出了一份亮眼的"期中 成绩单"。报告显示, 公司实现营业收入7998.51万元,较上年同期大幅增长56.19%;实现归属于上市公司股东的 净利润1903.76万元,同比增长12.15% 。 保持技术研发优势: 公司作为核心单位参与多项国家级研发项目,先后承担了"相控阵超声检测系统"及"超声成像工 业无损检测仪"等国家研发项目,面向科研院所、高校以及航天航空、 核电等行业的复杂检测需求,开展高性能超声 相控阵检测设备及模块研制,以期实现更高效、更精准的检测效果。 多浦乐表示,未来将继续依托技术积累和市场拓展能力,推动无损检测设备在更多高端工业领域的创新应用,提升公司 在全球市场的竞争力。 点击文末"阅读原文"查看详情 多浦乐是一家专业从事无损检测设备研发、生产和销售的高新技术 ...
破局泛半导体“缺陷检测”:创锐光谱祭出“杀手锏”
Core Viewpoint - The semiconductor defect detection is a critical aspect of the industry, with a growing demand for efficient and non-destructive testing methods due to the rise of third-generation semiconductor materials like silicon carbide (SiC) [1][2] Group 1: Industry Context - The semiconductor industry has traditionally relied on chemical etching methods for defect detection, which are costly and damaging to wafers [1] - Over 90% of detection equipment in China is imported, with key technologies dominated by international giants [2] Group 2: Company Overview - Chuangrui Spectrum, based in Dalian, is breaking the import monopoly by delivering high-end semiconductor detection equipment to overseas clients [2] - Founded in 2016, the company focuses on scientific instruments and semiconductor material detection, achieving full industry chain empowerment from basic research to industrial production [2] Group 3: Technological Breakthrough - The S-532 system, a first-of-its-kind based on transient spectral technology, has been developed for defect detection in SiC wafers, surpassing imported products in various technical indicators [4] - The system can complete a full wafer scan in about 10 minutes, generating defect distribution maps while ensuring non-destructive testing [4] - The application of this system is estimated to improve yield rates by 5%-10% in substrate and epitaxial layers [4] Group 4: Market Impact - The detection system is expected to reduce annual losses in the industry by billions and shift the quality control approach from sampling to full wafer inspection [5] - Chuangrui Spectrum has successfully entered the supply chains of leading domestic SiC manufacturers and achieved overseas deliveries, marking it as one of the few local companies exporting high-end detection equipment [5] Group 5: Capital Recognition - The company completed nearly 100 million yuan in Pre-A round financing, with investors recognizing its unique innovations and deep industry barriers [7] - The Chinese semiconductor industry is experiencing rapid growth, presenting vast market opportunities for detection equipment [7] Group 6: Future Directions - Chuangrui Spectrum is extending its transient spectral technology applications to high-end manufacturing fields, including SiC power devices and Micro LED displays [7] - The company is collaborating with leading domestic clients to promote national standards for testing, with a focus on the carrier lifetime testing of SiC epitaxial layers [8] - The company aims to establish itself as a comprehensive advanced spectral detection technology enterprise, aspiring to influence international industry standards [8]
多浦乐参股设立北京子公司,加码无损检测行业布局
仪器信息网· 2025-08-15 03:58
Core Viewpoint - Guangzhou Duople Technology Co., Ltd. has established a new subsidiary, Beijing Duople Innovation Technology Co., Ltd., with a registered capital of 30 million RMB, aiming to deepen industry layout and expand the North China market for long-term development [1][2]. Company Overview - Beijing Duople Innovation was founded on August 8, 2025, with a registered capital of 30 million RMB, located in the Yanqi Economic Development Zone, Huairou District, Beijing. The legal representative is Qian Chunming, and its business scope includes technical services, technology development, manufacturing and sales of instruments and meters, electronic components, software development, and import-export of goods [3][4]. - The shareholding structure includes Guangzhou Duople contributing 9 million RMB for a 30% stake, while individual investors contribute 5.25 million RMB each for a 17.5% stake [5]. Strategic Impact - The establishment of the subsidiary is part of the company's strategic development needs, aimed at enhancing market coverage and sales efficiency through specialized products and services, thereby promoting sustainable long-term growth [4][6]. - The investment is not expected to significantly impact the company's financial status or operational results for the current year, and it does not harm the interests of the company or its shareholders [4]. Business Focus - Guangzhou Duople is a high-tech enterprise specializing in the research, development, and manufacturing of ultrasonic equipment, systems, and transducers. The company aims to build a world-class non-destructive testing brand and was successfully listed on the Shenzhen Stock Exchange's Growth Enterprise Market on August 28, 2023, with stock code 301528 [7]. - The main products include industrial ultrasonic phased array testing equipment, automated testing devices, ultrasonic transducers, customized testing analysis software, and other supporting components, covering a full chain of business solutions and training services across various sectors [7].
四个月后股东再度减持!多浦乐毛利持续下滑,医疗赛道能否破局待考
Hua Xia Shi Bao· 2025-05-14 09:50
Core Viewpoint - The recent shareholding changes and performance decline of Duopule (301528.SZ) have raised investor concerns, particularly regarding the confidence of major shareholders in the company's future prospects [2][3][4]. Shareholder Changes - Major shareholder Cai Shuping plans to reduce his holdings by up to 1.238 million shares, representing 2% of the total share capital, within three months starting from June 4, 2025 [3][4]. - This follows a previous reduction completed in January 2025, where Cai sold 537,200 shares at an average price of 44.59 yuan per share, raising approximately 23.95 million yuan [4]. - Another significant shareholder, Xiamen Rongyu, along with its action-in-concert party Suzhou Rongyu, plans to collectively reduce their holdings by up to 3 million shares, or 4.85% of the total share capital, from May 20 to August 17, 2025 [5]. Financial Performance - Duopule's revenue for 2023 was 199 million yuan, a year-on-year decline of 1.41%, with net profit dropping by 8.88% to 77.81 million yuan [7]. - In 2024, revenue further decreased to 162 million yuan, down 18.70%, and net profit fell by 33.68% to 51.60 million yuan [7]. - The company reported a significant increase in revenue in Q1 2025, achieving 38.49 million yuan, a year-on-year growth of 125.44%, but the gross margin decreased by 6.25% [8]. Industry Context - Duopule operates in a technology-intensive sector focused on non-destructive testing equipment, which requires high levels of R&D investment to maintain competitiveness [6]. - The company invested 38.40 million yuan in R&D in 2024, a 13.94% increase from the previous year, accounting for 23.70% of its revenue [6]. - The domestic non-destructive testing equipment industry is still in a growth phase, with a domestic market penetration rate of 52% as of 2023, but high-end products are predominantly supplied by foreign companies [6][8]. Strategic Developments - Duopule is actively expanding into the medical sector, having invested in companies related to medical ultrasound technology, although these initiatives are currently in the investment phase and have not yet contributed significantly to revenue [8][9].
多浦乐2024年报:营收1.62亿,战略调整瞄准医疗与自动化赛道
仪器信息网· 2025-04-24 06:34
导读: 多浦乐2024年实现营业收入1.62亿元,同比下降18.70%;归属于上市公司股东的净利润为0.52亿元,同比下降33.68%。 特别提示 微信公众号机制调整,请点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标,否则很可能无法看到我们的推送。 近日,广州多浦乐电子科技股份有限公司(简称:多浦乐)发布了2 0 2 4年度报告。报告显示,多浦乐全年实现营业收入1 . 6 2亿元,同比下降 1 8 . 7 0%;归属于上市公司股东的净利润为0 . 5 2亿元,同比下降3 3 . 6 8%。尽管业绩承压,多浦乐在技术创新和市场拓展方面持续发力,未来战 略聚焦医疗领域和自动化检测设备,力争实现业务多元化发展。 2 0 2 4年,多浦乐的收入主要来源于工业无损检测设备、超声换能器及配套零部件的销售。其中,工业无损检测设备实现营业收入7 , 0 4 5 . 1 9万 元,同比下降2 7 . 1 8%;超声换能器收入5 , 6 7 3 . 9 9万元,同比下降11 . 3 7%;配套零部件收入3 , 2 1 5 . 1 7万元,同比下降8 . 0 8%。 公司表示,营收下滑的主要原因是国内经济增速放缓导致 ...
Mistras (MG) - 2024 Q4 - Earnings Call Transcript
2025-03-06 18:37
Financial Data and Key Metrics Changes - For the full year 2024, consolidated revenue was $729.6 million, a 3.4% increase over 2023 [27] - Adjusted EBITDA increased by 25.3% to $82.5 million, the highest level since 2016 [35] - Net income for 2024 was $19 million, or $0.60 per diluted share, with adjusted net income of $22.7 million, or $0.72 per diluted share, marking the highest EPS since 2016 [34] Business Line Data and Key Metrics Changes - Revenue in the aerospace and defense industry increased by 13% to $87 million for the full year [28] - The Products & Systems segment saw a revenue increase of 5.2% from $13 million in 2023 to $13.7 million in 2024, with a significant increase in income from operations from $0.3 million to $2.5 million [40] - The International segment's revenue for the fourth quarter was $35 million, up 3.6% from the prior year, with a full year increase of 9.3% [38] Market Data and Key Metrics Changes - North America segment revenue in the fourth quarter was $136.9 million, down 7.5% from the prior year, primarily due to a decrease in the midstream industry [37] - The International segment experienced double-digit revenue growth in energy and aerospace and defense industries [39] Company Strategy and Development Direction - The company aims to continue building on its strong foundation and drive profitable growth, focusing on industrial IoT and connected digital software [49] - There is a commitment to expand service offerings in aerospace and defense, including additive manufacturing and mechanical work [50] - The company plans to diversify operations into other end markets and enhance field inspection capabilities using advanced technologies [51] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's trajectory, highlighting improved results and a disciplined approach to cost management [45] - The company anticipates a normalized turnaround season in 2025, with expectations for growth in the midstream sector due to regulatory changes [69][89] - Management is optimistic about the growth prospects in data analytics, despite delays in project implementations [72] Other Important Information - The company reduced its gross debt from $190.4 million in 2023 to $169.6 million in 2024, reflecting strong cash flow generation [44] - The effective income tax rate for 2024 was 21.8%, significantly improved from the previous year [33] Q&A Session Summary Question: Customer feedback on MISTRAS - Management received positive feedback from customers regarding the complete suite of offerings, emphasizing integrity and asset performance management [57] Question: Status of receivables issue - Management believes the receivables issue is well managed and a top priority heading into 2025 [59] Question: Turnaround season expectations - The company expects a normalized year in 2025, with a weaker spring turnaround and a stronger fall turnaround compared to 2024 [69] Question: Data analytics growth prospects - The data analytics segment experienced revenue decline in 2024 due to project delays, but growth is anticipated in 2025 [72] Question: Impact of tariffs on business - Management is assessing the potential impact of tariffs but has not seen any immediate effects [82] Question: Midstream revenue performance - The midstream segment faced project delays in 2024 but is expected to grow in 2025 due to stricter pipeline integrity requirements [89] Question: SG&A sustainability - The fourth quarter SG&A level is considered sustainable moving forward, reflecting disciplined cost control [95]
多浦乐:首次公开发行股票并在创业板上市招股说明书
2023-08-20 23:00
创业板投资风险提示 本次发行股票拟在创业板上市,创业板公司具有创新投入大、新旧产业 融合存在不确定性、尚处于成长期、经营风险高、业绩不稳定、退市风险高 等特点,投资者面临较大的市场风险。投资者应充分了解创业板的投资风险 及本公司所披露的风险因素,审慎作出投资决定。 保荐机构(主承销商) (深圳市福田区福田街道金田路 2026 号能源大厦南塔楼 10-19 层) 招股说明书 广州多浦乐电子科技股份有限公司 Guangzhou Doppler Electronic Technologies Co., Ltd. (广州经济技术开发区开创大道 1501 号 2 栋一楼) 首次公开发行股票并在创业板上市 招股说明书 本公司的发行申请尚需经深圳证券交易所和中国证监会履行相应程序。本 招股说明书不具有据以发行股票的法律效力,仅供预先披露之用。投资者应当 以正式公告的招股说明书作为投资决定的依据。 声明及承诺 中国证监会、交易所对本次发行所作的任何决定或意见,均不表明其对注册 申请文件及所披露信息的真实性、准确性、完整性作出保证,也不表明其对发行 人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任何与之 相反的 ...
多浦乐:首次公开发行股票并在创业板上市发行公告
2023-08-13 12:36
广州多浦乐电子科技股份有限公司 首次公开发行股票并在创业板上市发行公告 保荐人(主承销商):长城证券股份有限公司 特别提示 广州多浦乐电子科技股份有限公司(以下简称"多浦乐"、"发行人"或"公 司")根据中国证券监督管理委员会(以下简称"中国证监会")颁布的《证券发 行与承销管理办法》(证监会令[第 208 号])(以下简称"《管理办法》")、《首次公 开发行股票注册管理办法》(证监会令[第 205 号]),深圳证券交易所(以下简称 "深交所")颁布的《深圳证券交易所首次公开发行证券发行与承销业务实施细则》 (深证上[2023]100 号)(以下简称"《业务实施细则》")、《深圳市场首次公开发行 股票网上发行实施细则》(深证上[2018]279 号)(以下简称"《网上发行实施细 则》")、《深圳市场首次公开发行股票网下发行实施细则(2023 年修订)》(深证上 [2023]110 号)(以下简称"《网下发行实施细则》"),中国证券业协会(以下简称 "证券业协会")颁布的《首次公开发行证券承销业务规则》(中证协发[2023]18 号)、 《首次公开发行证券网下投资者管理规则》(中证协发[2023]19 号)(以 ...