2024 年丰立智能的营业收入为 5.05 亿元，同比增长 17.56%；扣除非经营性 损益后的净利润为 1,565.73 万元，同比下降 23.5%；资产总额为 13.15 亿元， 同比增长 7.46%；归属于上市公司股东的净资产为 9.77 亿元，同比增长 0.66%；经营活动产生的现金流量净额为 4,330.59 万元，同比下降 5.68%。 此外，研发费用投入达到 2,064 万元，比 2023 年的 1,733 万元增长了 • 2025 年第一季度，公司营收同比增长 18.2%至 1.17 亿元，但扣非净利 润同比下降 29.55%至 287 万元，主要由于政府补贴和银行利息收入减少。 • 2024 年新能源传动行业营收同比大幅减少 73.5%，但新能源传动产品营 收同比增长 275%。齿轮营收同比增长 21%，气动工具零部件营收同比增 长 22%，精密减速器营收同比增长 21%。 丰立智能 20250519 摘要 • 丰立智能 2024 年营收 5.05 亿元，同比增长 17.56%，但扣非净利润同比 下降 23.5%至 1,565.73 万元，主要受募集资金投入、折旧增加及人员成 本上升影响。经 ...

Group 1: Company Overview - The company specializes in the research, production, and sales of polystyrene polymer new materials, recognized as a national high-tech enterprise and a "Little Giant" by the Ministry of Industry and Information Technology [1] - Main products include GPPS (General Purpose Polystyrene) and HIPS (High Impact Polystyrene), widely used in electronics, optical displays, toys, daily plastic products, packaging, construction materials, and medical devices [1] Group 2: Production Capacity - The company currently has an annual production capacity of 300,000 tons of polystyrene products, ranking second in South China [3] - With the upcoming Phase III project set to launch in the first half of 2025, the total production capacity will increase to 480,000 tons, making it the largest in South China and the second largest nationwide [3] Group 3: Financial Performance - In 2024, the company achieved a revenue of CNY 2.209 billion and a net profit of CNY 53.24 million [4] - In Q1 2025, the company reported a revenue of CNY 538 million, a year-on-year increase of 20.46%, and a net profit of CNY 21.61 million, with a non-recurring profit growth of 532.49% [4] Group 4: Product Development and Market Expansion - The company plans to enhance the promotion of high-gloss HIPS materials and accelerate the introduction of low-temperature resistant HIPS materials, targeting sectors like new energy vehicles, medical devices, and food packaging [2][5] - The company has successfully acquired industrial land for its integrated polystyrene new materials project, aiming to improve supply chain resilience and expand product offerings [6]

股票代码：002849 股票简称：威星智能 编号：2025-001 | 投资者关系活动类 | □特定对象调研 □分析师会议 | | --- | --- | | 别 | □媒体采访 √业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及人 | 线上参与威星智能 2024 年年度网上业绩说明会的投资 | | 员姓名 | 者 | | 时间 | 2025 年 05 月 16 日（星期五）下午 15:00-17:00 | | 地点 | "威星智能投资者关系"微信小程序 | | 上市公司接待人员 | 董事长兼总经理：黄华兵先生 | | 姓名 | 财务总监：陈智园女士 | | | 董事会秘书：张妍女士 | | | 独立董事：张凯先生 1、问：公司 2024 年营业收入实现了 4.32%的增长，但 | | | 归母净利润却同比下降了 0.97%，扣非归母净利润下降 19.15%，请问导致利润下滑的原因是什么？ 答：您好！尊敬的投资者，本年公司营业收入实现增长， | | | 本年度利润下滑的原因主要是长期股权投资计提减值 | | 投资者 ...

申请入围"中国IC独角兽" 当然，All in半导体并非毫无风险。一方面，国际巨头如英飞凌、意法半导体在高端车规芯片领域仍占 据60%以上份额，闻泰科技需在80V-1200V功率MOSFET等细分市场突破技术壁垒；另一方面，消费电 子芯片周期波动、产能扩张后的客户认证周期，都可能影响短期业绩。但对比继续维系"流血"的ODM 业务，这种聚焦核心优势的战略调整，显然更符合资本市场对"专精特新"科技公司的估值逻辑。 站在行业变革的十字路口，闻泰科技的转型既是对自身业务失衡的纠偏，也是对全球半导体产业链重构 的响应。当中国车企年销量突破3000万辆、全球AI芯片需求年增30%的时代背景下，这家曾经的"代工 巨头"能否凭借半导体业务重塑身份，或许取决于其能否在未来3-5年内在12英寸晶圆制造、第三代半导 体材料等关键环节建立壁垒。而43.89亿元的资产出售价格，不过是这场战略豪赌的入场券而已。 半导体高质量发展创新成果征集 近日，闻泰科技于2025年5月16日晚间发布的《重大资产出售报告书(草案)》证实，其重大资产出售最 终价格确定为43.89亿，未来将转型成为纯半导体公司。此次交易标的涉及多家子公司股权及业务资产 包 ...

创新型中小企业具有较高专业化水平、较强创新能力和发展潜力，是优质中小企业的基础力量；专精特 新中小企业实现专业化、精细化、特色化发展，创新能力强、质量效益好，是优质中小企业的中坚力 量；专精特新"小巨人"企业位于产业基础核心领域、产业链关键环节，创新能力突出、掌握核心技术、 细分市场占有率高、质量效益好，是优质中小企业的核心力量。 近年来，成都以高质量发展为契机推动中小企业走专精特新发展道路，专精特新企业培育工作成效显 著。来自市经信局市新经济委的数据显示，成都已累计培育国家级专精特新"小巨人"企业354家，排名 全国城市第七、副省级城市第四，省级专精特新中小企业3100余家，占全省的60%以上，逐级后备、逐 级递进的梯度培育体系基本形成。(记者李艳玲) 记者5月12日获悉，四川省经济和信息化厅公告了四川省第十批(2025年第1批)创新型中小企业名单，全 省共有1276家企业上榜。其中，成都有923家企业上榜，包括艾格斯瑞(成都)仪器设备有限公司、百格 通(成都)集成电路有限公司、百源智联(成都)新能源科技有限公司等。该名单有效期至2028年4月。 根据工信部此前发布的《优质中小企业梯度培育管理暂行办法》，优 ...

Group 1: Industry Development - The Fangshan District in southwest Beijing is focusing on developing four high-tech industry clusters: intelligent manufacturing, new energy storage and hydrogen energy, new materials, and pharmaceutical health [1] - A number of private enterprises are emerging as leaders in their respective fields, driven by supportive policies, services, and funding [1] Group 2: Company Highlights - Ba Yi Shikong has captured approximately 20% of the global market share in liquid crystal materials, with one in four LCD TVs globally using their products [2] - The company has seen a year-on-year revenue growth of 19.21% and a net profit increase of 25.25% in the first quarter of this year [2] - Hangjing Innovation, established in 2008, has developed core technologies for unmanned helicopters and aims to produce 500 units annually in the next one to two years [3] - The company has expanded its market reach to Southeast Asia, the Middle East, and Africa [3] - KOTAI XINGDA has made significant advancements in water treatment technology, with over 100 innovative achievements and a major government purchase order that significantly boosted its sales [4]

Core Viewpoint - The major asset restructuring proposal of Wuxin Tunnel Equipment has been unanimously approved, indicating strong support from minority shareholders and a commitment to enhancing shareholder value through the acquisition of two specialized "little giant" companies for 2.65 billion yuan [1][2]. Group 1: Restructuring Details - The restructuring was approved with full participation from minority shareholders, while major shareholders and related parties abstained from voting [2]. - The acquisition price of 2.65 billion yuan reflects a significant discount from the initially proposed price of up to 3 billion yuan, resulting in a price-to-earnings ratio of just over 8 times, which is considered reasonable for asset-heavy enterprises [2]. - The decision to lower the acquisition price by 350 million yuan demonstrates the controlling shareholder's commitment to protecting minority shareholders' interests [2]. Group 2: Synergy and Value Creation - The three companies involved in the acquisition share a common cultural background and operational synergies, which are expected to create a "fusion effect" where the combined value exceeds the sum of individual values [3]. - Wuxin Heavy Industry specializes in port logistics equipment, while Xingzhong Technology focuses on infrastructure equipment, indicating strong complementary capabilities [3][4]. - The merger is anticipated to enhance market competitiveness and reduce risks associated with single business operations, while also promoting technological innovation and industry upgrades [4]. Group 3: Market Impact and Policy Alignment - This restructuring marks the first review-type restructuring project on the Beijing Stock Exchange following the release of the "Six Merger Guidelines," showcasing a policy direction that encourages the integration of specialized small giant enterprises into listed companies [5][6]. - The acquisition is expected to enhance the overall strength of Wuxin Tunnel Equipment in the machinery and equipment sector, aligning with national priorities for new productive forces [6].

火热的天气挡不住火热的行情，近期小微盘的表现相当突出，尤其是北交所可谓"一骑绝尘"，5月16日，北交所气势如 虹，午后北证50强势翻红，最终收涨0.49%，其整体优势已远远优于沪深指数，盘间最高达到1429.45点，有望再度冲击3 月1447.97点高位。 如果拉长时间看，今年以来北证50的涨幅超37%，断崖式领先各大主流指数，即便同为小微盘代表的中证2000，面对北 证50的涨幅也同样望尘莫及。 | 指数名称 | 指数类型 | 回报 | | --- | --- | --- | | 中证2000 | 股票指数 | 8.8% | | 北证50 | 股票指数 | 37.06% | | 万得全A | 股票指数 | 1.74% | | 中证500 | 股票指数 | -0.17% | | 上证指数 | 股票指数 | 0.47% | | 沪深300 | 股票指数 | -1.16% | | 上证50 | 股票指数 | 1.19% | 数据来源：Wind 截至：2025.05.16 业内人士指出，北交所正逐渐显现出独特的投资吸引力，尤其在政策引导下涌现的专精特新"小巨人"企业，凭借技术壁 垒和成长性，有望在未来科技周期中脱颖 ...

Group 1 - The company Henan Tailijie Biotechnology Co., Ltd. is upgrading its production line from an annual capacity of 10,000 tons to a fourfold increase after the completion of the project [1] - Tailijie is a leading enterprise in the dietary fiber industry, having established the first national standard for polydextrose and holding over 40 intellectual property rights [1] - The company's soluble dietary fiber products have been exported to over 60 countries and regions, and it ranks first in China and second globally in the polydextrose industry [1] Group 2 - The company is actively responding to the national "Weight Management Year" initiative by innovating dietary fiber application technologies, particularly in handmade yogurt [2] - The company has received support from local government departments, which has facilitated breakthroughs in technology research and product upgrades [2] - Guoling Wafer Food Co., Ltd. has also invested in equipment updates and technology innovations, achieving an annual production capacity of 300 million ice cream cones [2] Group 3 - The ice cream cone industry is experiencing continuous innovation, with opportunities for improvement in raw material ratios, crispness, and design [3] - The company plans to develop fully automated production lines to enhance product quality and transition from traditional manufacturing to intelligent manufacturing [3] - The local government has established a comprehensive service system to support enterprise innovation and development [3] Group 4 - The local government has implemented a proactive approach to connect with enterprises, addressing practical issues such as land and labor [4] - Mengzhou City is focusing on enhancing industrial strength and optimizing the business environment through initiatives like the "Ten Thousand People Assist Ten Thousand Enterprises" campaign [4] - The city aims to cultivate "seed enterprises" and encourage them to pursue specialized and innovative development paths [5]

Core Viewpoint - The announcement reveals a significant change in the ownership structure of Dongfang Materials (603110.SH) following the judicial auction of 13.5 million shares owned by the former controlling shareholder Xu Guangbin, leading to the emergence of Jiangsu Teliang New Materials Technology Co., Ltd. as the second-largest shareholder with a 5.96% stake [1][2]. Shareholder Changes - Xu Guangbin's 13.5 million shares were sold in two transactions, with Teliang New Materials acquiring 12 million shares for 168 million yuan, translating to approximately 14 yuan per share, which is nearly 20% lower than the latest closing price of 17.01 yuan [2]. - The remaining 150,000 shares were purchased by individual investor Pan Quhong for 24.95 million yuan, at a price of about 16.6 yuan per share [2]. - Following the share transfer, the new ownership structure sees Zhu Junfei as the largest shareholder with an 8.84% stake, while Xu Guangbin retains 5.44% [1][2]. Potential New Controlling Shareholder - The company has not disclosed who the new actual controller will be, creating uncertainty in the market [6]. - Zhu Junfei, the current largest shareholder, is the wife of the previous actual controller Fan Jiajun, raising speculation about her potential return to a controlling role [6]. - Xu Guangbin's ongoing legal issues, including frozen shares and a civil lawsuit, may complicate the situation further [5][7]. Legal and Financial Implications - Xu Guangbin's legal troubles, including allegations of financial misconduct related to another company, could impact Dongfang Materials' future capital operations [7]. - The upcoming judicial auction of an additional 7.02 million shares held by Xu Guangbin may also influence the ownership dynamics and potential new controlling interests [6][7].