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曹德旺胞妹带“动力电池制造商”正力新能上市 董事长曹芳:在福耀玻璃工作近40年获得的经验可以用于公司
Mei Ri Jing Ji Xin Wen· 2025-04-15 03:07
每经记者 黄婉银 每经编辑 董兴生 4月14日,又一家动力电池公司——正力新能(HK03677,股价8.39港元,市值210.46亿港元)正式在港交所上市。 正力新能是江苏省常熟市独角兽第一股,也是福耀玻璃(HK03606,股价50.50港元,市值1473亿港元)创始人兼董事长曹德旺家族的又一家上市公司。 现年66岁的正力新能董事长曹芳是曹德旺的胞妹,曾负责福耀玻璃的销售及管理业务,正力新能总经理兼执行董事陈继程也曾长期效力于福耀玻璃,而"玻 璃大王"曹德旺本人亦通过旗下公司间接持有正力新能股份。 在4月14日下午举行的正力新能上市新闻发布会上,曹芳在接受《每日经济新闻》记者现场提问时表示,她在福耀玻璃工作了近40年,获得了很多可以用于 正力新能的销售、经营和管理的经验,并且曹德旺也通过福建耀华有限投资公司给予了资金支持。 图片来源:每经记者 黄婉银 摄 据了解,正力新能每股定价8.27港元,共发行1.22亿股股份。截至4月14日收盘,报收8.39港元/股,微涨1.45%。 在正力新能上市仪式现场,记者看到,香港交易所行政总裁陈翊庭也专门出席。曹芳在发言时表示,未来会以技术突破驱动产业升级,也会开拓国际市场。 ...
【私募调研记录】易正朗调研耐普矿机
Zheng Quan Zhi Xing· 2025-04-08 00:07
Group 1 - The core viewpoint of the news is that Nepe Mining Machinery is expected to achieve significant revenue and profit growth in 2024, driven by strong performance in its manufacturing business and successful overseas market expansion [1] Group 2 - Nepe Mining Machinery is projected to achieve operating revenue of 1.122 billion yuan in 2024, representing a year-on-year increase of 19.62%, and a net profit of 116 million yuan, reflecting a growth of 45.46% [1] - The main manufacturing business revenue is expected to reach 921 million yuan, with a year-on-year growth of 12.9% [1] - Revenue from rubber wear parts is anticipated to grow by 12.7% year-on-year, while revenue from mineral processing equipment is expected to decline slightly by 0.1% [1] - The gross margin for the main manufacturing business is projected to be 39.93% in 2024, an increase of 1.79% compared to the same period last year [1] Group 3 - The company has made significant progress in overseas market development, with growth rates of 125% in Africa, 77% in the Asia-Pacific and Middle East regions, and 58% in Latin America [1] - Nepe Mining Machinery has successfully developed a high-alloy forged composite liner, which has doubled its lifespan and reduced weight by 30% [1] - The sales of the composite liner are being promoted through direct visits and technical exchanges with existing customers [1] Group 4 - The decline in revenue in the fourth quarter of 2024 is primarily attributed to a decrease in orders, production capacity issues, price reductions by competitors, and a slowdown in the growth of overseas orders [1]