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全球沥青搅拌站市场生产商排名及市场占有率
QYResearch· 2025-06-16 09:43
沥青搅拌站也可叫做沥青混凝土搅拌站,该设备可生产沥青混合料、改性沥青混合料、彩色沥青混合料,完全满足修筑高速公路、等级公路、市 政道路、机场、港口等的需要。 全球 沥青搅拌站 市场前 24 强生产商排名及市场占有率(基于 2 024 年调研数据;目前最新数据以本公司最新调研数据为准) 根据 QYResearch 头部企业研究中心调研,全球范围内沥青搅拌站生产商主要包括 MARINI 、 Ammann 、 WIRTGEN 、 Astec 、三一重工、中交 西筑、 GP Günter Papenburg 、 Lintec&Linnhoff 、 Nikko 、路达重工等。 2024 年,全球前十强厂商占有大约 89.0% 的市场份额。 沥青搅拌站 ,全球市场规模,按产品类型细分, 3000 到 4000 类型产品处于主导地位 就产品类型而言,目前 3000 到 4000 类型是最主要的细分产品,占据大约 71 % 的份额。 沥青搅拌站 ,全球市场规模,按应用细分,公路建设是最大的应用市场 据 QYResearch 调研团队最新报告"全球沥青搅拌站市场报告 2025-2031 "显示,预计 2031 年全球沥青搅拌站 ...
永东股份: 关于山西永东化工股份有限公司申请向特定对象发行股票的审核问询函之回复 (修订稿)
Zheng Quan Zhi Xing· 2025-06-13 11:38
股票简称:永东股份 股票代码:002753 债券简称:永东转 2 债券代码:127059 山西永东化工股份有限公司 SHANXI YONGDONG CHEMISTRY INDUSTRY CO.,LTD. 申请向特定对象发行股票的审核问询函之回复 (修订稿) 保荐机构(主承销商) (山西省运城市稷山县稷山经济技术开发区振西大街东) 关于山西永东化工股份有限公司 (北京市朝阳区建国路 81 号华贸中心 1 号写字楼 22 层) 二〇二五年六月 深圳证券交易所: 贵所《关于山西永东化工股份有限公司申请向特定对象发行股票的审核问询 函》(审核函〔2025〕120017 号)(以下简称"审核问询函")已收悉。 根据贵所要求,山西永东化工股份有限公司(以下简称"永东股份"、"发 行人"或"公司")与中德证券有限责任公司(以下简称"保荐机构"或"中德 证券")、北京德恒律师事务所(以下简称"发行人律师"、"德恒律所")、 立信会计师事务所(特殊普通合伙) (以下简称"申报会计师"或"立信会计师") 等相关方对审核问询函所列问题进行了逐项核查,现回复如下,请予审核。 本审核问询函回复除特别说明外所有数值保留 2 位小数,若出 ...
九菱科技(873305) - 投资者关系活动记录表
2025-06-13 11:20
证券代码:873305 证券简称:九菱科技 公告编号:2025-047 荆州九菱科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、 误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 □业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 √其他 (湖北辖区上市公司 2025 年投资者集体接待日活动) 二、 投资者关系活动情况 活动时间:2025 年 6 月 12 日 活动地点:本次活动将采用网络远程的方式举行,投资者可登录"全景路演" 网站(https://rs.p5w.net),或关注微信公众号:全景财经,或下载全景路演 APP,参与本次互动交流。 荆州九菱科技股份有限公司 董事会 2025 年 6 月 13 日 参会单位及人员:通过网络方式参加湖北辖区上市公司 2025 年投资者集体 接待日说明会的投资者。 上市公司接待人员:公司董事长:徐洪林先生;公司董事、董事会秘书:张 青先生;公司董事、财务负责人:陈明先生。 三、 投资者关系活动主要内容 问题 ...
共创草坪20250606
2025-06-09 01:42
Company and Industry Summary Company Overview - The company is focused on the lawn industry and is experiencing significant growth in revenue and profit, particularly in the European and American markets, which are driving overall income growth [2][3][4]. Key Points Revenue Growth - The company expects a revenue increase of over 10% year-on-year for Q2 2025, primarily driven by the European and American markets [2][4]. - In Q1 2025, the company achieved a 15% year-on-year revenue growth [15]. Market Dynamics - The share of low-price regions like the Middle East and India is decreasing, while the share of higher-priced markets is increasing, contributing to an overall rise in average selling prices [2][4][5]. - The company remains committed to expanding in low-price markets, believing in their long-term potential despite current political instability affecting demand [5][7]. Cost and Pricing - The increase in DDP (Delivered Duty Paid) terms has a slight positive impact on overall pricing (approximately 1%), but it also leads to a minor negative effect on gross margins due to simultaneous increases in revenue and costs [2][6]. - Raw material prices have decreased in April and May, which is expected to continue throughout the year, aiding profit improvement [2][23]. Production Capacity - The Vietnam Phase III project has commenced production, with capacity ramp-up dependent on market demand [12]. - The domestic capacity utilization rate is currently around 70% [14]. - The Mexico project remains on hold with no plans for resumption [13]. Dividend Policy - The company will maintain a fixed dividend payout ratio of 5%, consistent since its listing [21]. Competitive Landscape - The company is closely monitoring changes in competitive strategies at Qingdao Port and their potential impact on pricing wars [25]. - The company is also observing the competitive landscape in Southeast Asia, where market space is growing but competition is intense [28]. New Business Development - The simulated plant decoration business has seen a compound annual growth rate of 30%-40% since its inception in 2022, with a goal to become the largest domestic supplier within the next two to three years [26]. Future Outlook - The company aims for a 20% revenue growth for the year, primarily relying on price contributions rather than volume growth [15][31]. - The long-term growth drivers include external market opportunities and internal operational improvements, such as cost reductions and enhanced management processes [32][33]. Market Trends - The company anticipates that the market situation may change between the first and second halves of the year, but specific predictions are challenging [16]. - The company expects stable dollar prices for similar products compared to last year, although prices in RMB may fluctuate due to exchange rate factors [10]. Customer Insights - DGP customers in North America are price-sensitive and prefer purchasing from primary wholesalers [8]. Product Pricing - In Q1, the average price of sports grass decreased, while the price of leisure grass increased by over 10% [17][18]. - The price of leisure grass is expected to rise in Q2, with absolute growth slightly outpacing sales growth [19]. Capital Expenditure - There are no immediate plans for significant capital expenditures following the completion of the Vietnam Phase III project [27]. Market Share Goals - The company currently holds an 18% global market share, with a mid-to-long-term goal of increasing this to 30% [35].
利民股份: 利民控股集团股份有限公司2025年度跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-02 08:48
Core Viewpoint - The credit rating of Limin Holdings Group Co., Ltd. remains stable at AA, reflecting its strong market position in the pesticide industry and improved financial metrics since 2024 [4][5][9]. Company Overview - Limin Holdings is recognized as one of the key pesticide manufacturers in China, maintaining a high market share in the domestic raw material market with a diverse product structure and strong R&D capabilities [4][9]. - The company has seen a continuous increase in patent authorizations and product registrations, indicating robust innovation [4][15]. Financial Performance - Total assets for Limin Holdings were reported at 70.56 billion yuan in 2022, with total liabilities at 42.16 billion yuan, resulting in a debt-to-asset ratio of 59.75% [6][20]. - The company’s net profit improved significantly from 0.64 billion yuan in 2022 to 2.27 billion yuan in 2022, with a notable increase in operating revenue from 42.24 billion yuan to 50.16 billion yuan [6][17]. - EBITDA increased to 6.12 billion yuan, reflecting improved operational efficiency [7][17]. Market Position and Risks - The company has a strong market presence with a diverse product range, including fungicides, insecticides, herbicides, and veterinary drugs, and has expanded production capacity in recent years [10][11]. - However, the company faces challenges such as fluctuating raw material prices and the need to manage new production capacity effectively [5][9][10]. Investment and R&D - Limin Holdings has maintained a consistent investment in R&D, with expenditures amounting to 2.06 billion yuan in 2022, representing 4.12% of its operating revenue [15][16]. - The company has established multiple R&D platforms and has been collaborating with various biotech firms to develop new agricultural products [15][16]. Future Outlook - The credit outlook for Limin Holdings is stable, with potential for upgrades if capital strength and profitability significantly improve [5][9]. - The company is expected to continue benefiting from favorable market conditions and policy support in the agricultural sector, although it must remain vigilant regarding supply and demand dynamics [9][10].
【农林牧渔】出栏均重本周下降,猪价环比降幅扩大——光大证券农林牧渔行业周报(20250519-20250525)(李晓渊)
光大证券研究· 2025-05-25 13:44
点击注册小程序 截至5月23日,白羽肉毛鸡价格为7.36元/公斤,周环比下跌0.54%,鸡苗价格2.85元/羽,周环比持平。毛 鸡方面,合同鸡供应量增加,屠宰企业有库存压力且宰杀亏损,采购社会鸡意愿减弱。鸡苗方面,供应宽 松,北方农忙在即,养殖户鸡苗补栏谨慎,部分种鸡场鸡苗订单放缓,种鸡场有挺价情绪,苗价整体维 稳。 本周玉米现货价格上涨,豆粕、小麦价格下跌 截至5月23日,玉米现货均价为2376.08元/吨,环比上涨0.05%;豆粕现货均价3028.00元/吨,环比下跌 2.82%;小麦现货均价为2464.56元/吨,环比下跌0.18%。玉米方面,目前华北小麦收割,玉米小麦价差收 窄,抑制玉米价格上涨,同时市场仍担心进口玉米拍卖、定向稻谷投放等,短期玉米价格维持震荡。豆粕 方面,现货价格跌至历史偏低水平,阿根廷产区遭遇洪水,叠加市场消息广东地区进口大豆通关时间延 长,远期低价合同成交连续放量,贸易商主动提价销售,预计豆粕价格短期存反弹动力。 天然橡胶价格下跌 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证 ...
加拿大4月原材料价格指数月率 -3%,预期-2.3%,前值-1.00%。
news flash· 2025-05-22 12:31
加拿大4月原材料价格指数月率 -3%,预期-2.3%,前值-1.00%。 ...
海力风电(301155):一季度交付量同环比增长 合同负债大幅提升 预计在手订单饱满
Xin Lang Cai Jing· 2025-05-22 04:39
核心观点 海力风电发布2024 年年度报告,2024 年公司实现营业收入13.55亿元,同比下降19.63%;实现归母净利 润0.66 亿元,同比增长175.08%(上年同期为-0.88 亿元);实现扣非归母净利润0.58 亿元,同比增长 149.34%(上年同期为-1.17 亿元)。2025 年一季度公司实现营业收入4.36 亿元,同比增长251.50%,实 现归母净利润0.64 亿元,同比下降13.27%,实现扣非归母净利润0.26 亿元,同比下降64.25%。2024 年 公司业绩实现扭亏为盈,主要得益于参股风场投资收益的贡献以及大额信用减值和资产减值准备的转 回,公司主营业务收入同比下滑,主要系部分客户项目受航道审批等因素影响,产品生产及交付相应减 少。 事件 海力风电发布2024 年年度报告,2024 年公司实现营业收入13.55亿元,同比下降19.63%;实现归母净利 润0.66 亿元,同比增长175.08%(上年同期为-0.88 亿元);实现扣非归母净利润0.58 亿元,同比增长 149.34%(上年同期为-1.17 亿元)。 2025 年一季度公司实现营业收入4.36 亿元,同比增长251.5 ...
“多重压力”下,2025财年岛津如何稳增长?
仪器信息网· 2025-05-21 08:22
导读: 2024财年岛津营收连续第五年创下历史新高,达到5390亿日元(约合人民币268.8亿元),同比增长5%。 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,岛津披露了2 0 2 4财年(2 0 2 4年4月1日至2 0 2 5年3月3 1日)财报,尽管2 0 2 4财年压力重重,但其交出的答卷仍然颇具"含金量"。 财务数据显示,2 0 2 4财年岛津营收连续第五年创下历史新高,达到5 3 9 0亿日元(约合人民币2 6 9 . 6亿元),同比增长5%。同期净利润同比下降 1%至7 1 7亿日元(约合人民币3 5 . 8亿元)。 在第四季度(2 0 2 5年1月1日至2 0 2 5年3月3 1日),岛津营收和利润均创下新高:营收同比增长6%达1 5 4 8亿日元(约合人民币7 7 . 4亿元),利 润同比增长1 2%为2 4 7亿日元(约合人民币1 2 . 3亿元)。 • 除中国外,其他市场均实现增长 (注:右饼 图外环为2 0 2 4 财年岛津各地区收入 分布 ,内 环为2 0 2 3年 ) 从区域市场来看,日本依然是岛津公司 ...