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宝通科技:公司将聚焦工业互联网和移动互联网双主业
Zheng Quan Ri Bao Wang· 2025-09-26 08:11
证券日报网讯宝通科技(300031)9月26日在互动平台回答投资者提问时表示,股价受宏观环境、行业 周期、市场情绪、资金流向等多重因素影响。公司将聚焦工业互联网和移动互联网双主业,坚持科技创 新的差异化发展策略,以主业经营的稳定性应对市场变化。 ...
云鼎科技(000409):AI+煤炭领军者,横向拓展业务至化工与新能源等能源行业
NORTHEAST SECURITIES· 2025-09-26 06:42
Investment Rating - The report upgrades the investment rating of the company to "Buy" from "Hold" [5] Core Viewpoints - The company is positioned as a leader in AI and coal industry, expanding its business into chemical and new energy sectors [1][3] - The market for coal intelligentization is projected to exceed 434.3 billion yuan by 2035, driven by increasing safety regulations and frequent coal mine accidents [2][49] - The company has established six major business lines, with intelligent mining and intelligent washing being the core revenue drivers [1][23] Summary by Relevant Sections Company Overview - The company, backed by state-owned Shan'neng Group, has undergone significant restructuring and now focuses on providing digital and intelligent solutions for the energy sector [16][19] - As of Q2 2025, Shan'neng Group holds a 35.20% stake in the company [1] Business Segments - The core product offerings include industrial internet platforms, intelligent mining products, intelligent washing solutions, smart power new energy solutions, and ERP implementation services [1][23] - Intelligent mining and washing accounted for 34.66% and 23.01% of total revenue in 2024, respectively [1][34] Financial Performance - The company achieved a revenue of 1.14 billion yuan in 2023, with a projected increase to 1.35 billion yuan in 2024, representing an 18.35% growth [4] - The net profit attributable to the parent company is expected to grow from 93 million yuan in 2024 to 154 million yuan by 2027, reflecting a compound annual growth rate of 20.75% [4] Market Potential - The intelligent mining market is expected to grow significantly, with the penetration rate of intelligent coal mines currently at 21.09% [2] - The company has strategic partnerships, including a core collaboration with Huawei to enhance digital solutions in the mining sector [3][49] Profitability and Growth Forecast - The company is projected to achieve net profits of 1.08 million yuan in 2025, increasing to 1.54 million yuan by 2027 [3] - The report highlights a strong growth trajectory, supported by the digital transformation trends within the energy sector [28]
风华高科跌2.04%,成交额2.13亿元,主力资金净流出3664.12万元
Xin Lang Cai Jing· 2025-09-26 05:56
Company Overview - Fenghua High-Tech Co., Ltd. is located in Zhaoqing City, Guangdong Province, and was established on March 23, 1994. The company was listed on November 29, 1996. Its main business involves the research, production, and sales of electronic components and materials [1][2]. - The company's revenue composition is 98.36% from electronic components and materials, with the remaining 1.64% from other businesses [1]. Financial Performance - For the first half of 2025, Fenghua High-Tech achieved operating revenue of 2.772 billion yuan, representing a year-on-year growth of 15.92%. However, the net profit attributable to shareholders decreased by 19.50% to 167 million yuan [2]. - As of August 31, the number of shareholders was 90,400, with an average of 12,797 circulating shares per person, showing no change from the previous period [2]. Stock Performance - On September 26, the stock price of Fenghua High-Tech fell by 2.04% to 15.37 yuan per share, with a trading volume of 213 million yuan and a turnover rate of 1.19%. The total market capitalization is 17.783 billion yuan [1]. - Year-to-date, the stock price has increased by 8.23%, with a decline of 2.97% over the last five trading days, a slight increase of 0.33% over the last 20 days, and a rise of 13.51% over the last 60 days [1]. Shareholder Information - Since its A-share listing, Fenghua High-Tech has distributed a total of 1.576 billion yuan in dividends, with 476 million yuan distributed over the past three years [3]. - As of June 30, 2025, the top ten circulating shareholders include the Southern CSI 500 ETF, which holds 11.9819 million shares, an increase of 84,900 shares from the previous period. Hong Kong Central Clearing Limited is a new shareholder, holding 9.7988 million shares [3].
研判2025!中国气体回收器行业产业链、市场规模及产销量分析:环保政策与市场需求双擎驱动,彰显其在绿色转型中的核心支撑作用[图]
Chan Ye Xin Xi Wang· 2025-09-26 01:39
内容概况:随着国家环保要求的不断提高,各领域对废气处理和资源回收的重视程度也在持续增加。气 体回收器作为一种高效的环保设备,能够有效帮助企业减少废气排放,降低环境污染,同时实现资源的 循环利用。因此,气体回收器的市场需求不断攀升。2024年,中国气体回收器行业市场规模为74.82亿 元,同比增长8.32%。这一增长不仅反映了气体回收器在环保领域的关键作用,也表明了其在推动可持 续发展中的重要地位。 关键词:气体回收器、气体回收器市场规模、气体回收器行业现状、气体回收器发展趋势 相关上市企业:平高电气(600312) 相关企业:中国宝武钢铁集团有限公司、中国中化控股有限责任公司、汉威科技集团股份有限公司、浙 江汉钟精机股份有限公司、北方华创科技集团股份有限公司、河钢集团有限公司、鞍钢集团有限公司、 青山控股集团有限公司、中国石油化工集团有限公司、国家电网有限公司、中国南方电网有限责任公 司、中芯国际集成电路制造有限公司、韦尔半导体股份有限公司、华为技术有限公司、京东方科技集团 股份有限公司、中国光大环境(集团)有限公司、北控水务集团有限公司 气体回收器行业产业链 根据国家统计局数据显示,2025年1-7月,中国 ...
中国石化3家企业入选2025年5G工厂名录
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-09-26 01:15
近日,工业和信息化部公布2025年5G工厂名录。仪征化纤"仪化5G纤智工厂"、九江石化5G+智能工 厂、中安联合5G智慧工厂入选。 仪征化纤与运营商深度合作,协同部署5G工业专网、时间敏感网络(TSN)、工业全光网络,构建高 速、可靠、智能的新型工业网络基础设施,通过5G网络切片与企业内网深度融合,实现移动视频监控 实时回传、关键机泵状态监测等关键业务数据低时延传输,全厂2700余台设备稳定接入工业全光网络, 实现海量数据实时交互。九江石化不断强化5G建设及应用,以数据中心为中枢,智能化重构信息通信 基础设施,与运营商协同建设16个5G和9个NB(窄带物联网)基站,应用于施工作业管控、动设备状 态监控,并开展北斗技术深度应用,推动网络安全与运维服务一体化集中管控,5G智能巡检实现9个生 产运行单位全覆盖。中安联合以打造5G智慧工厂为目标,依托5G技术实现数据实时传输,构建"端—边 —云"协同的一体化信息基础设施;建成5G专用网络,实时接入数万台设备数据,搭建工业互联网平 台;部署5G+应用体系,实现煤炭、化工两大板块一体化管理,推动生产、供应、销售全流程数字化与 智能化运营。(刘玉福 邓 颖 赵天奇) 转自: ...
安徽淮南“5G+工业”应用多点开花
Ren Min Ri Bao· 2025-09-25 22:03
9月21日,走进安徽省淮河能源控股集团选煤公司,洗选车间内机器轰鸣,却只见到5名工作人员的身影 ——繁重的操作任务,交由智能采样机器人来承担。 工位上的李岩师傅扫描衣架上的芯片,伴着"嘀"的一声响,显示屏立刻弹出这件衣服的工序要求。"这 件冲锋衣需要特殊缝线。"他一边操作一边对新员工讲解。 入选今年全国5G工厂名录的富华服饰,是淮南市较大的服装制造企业之一。企业负责人文继兵告诉记 者,应用"5G+"技术之后,设备综合效率从60%提升至82%,原材料库存周转率提高35%,紧急订单交 付周期从7天压缩至48小时。 为推进5G工厂建设,淮南市印发专项方案,给予企业最高50万元奖补,兑现资金超8000万元,推动15 家企业融资30.63亿元;组建服务商资源池,完成540家企业诊断,重点规上制造业企业数字化改造覆盖 率达83.42%;近3年建成5G基站3987个、5G行业虚拟专网46个,推进数据中心建设融入全国算力网。 截至目前,淮南共打造5G应用场景183个,涵盖新一代信息技术、高端装备等8个领域,"5G+工业"应用 进入多点突破新阶段。 (文章来源:人民日报) "可视化、智能化系统升级改造后,3000余台设备的集中 ...
三家湘企上榜“亚洲品牌500强”
Chang Sha Wan Bao· 2025-09-25 09:36
Group 1 - The World Brand Lab released the 2025 "Asia Brand 500" report, highlighting that China has 217 brands on the list, ranking first in Asia [1] - Hunan Broadcasting and Television Group ranked 88th, while SANY Heavy Industry and Zoomlion ranked 108th and 111th respectively [1][2] - SANY Heavy Industry has implemented a "globalization, digitalization, and low-carbon" strategy, achieving significant market presence in over 180 countries and regions [1] - SANY's electric products sales exceeded 10 billion, with 101 electric products launched and 57 new technologies developed [1] Group 2 - Zoomlion has been on the "Asia Brand 500" list for 20 consecutive years, with its ranking improving to 111th [2] - The company leverages decades of industrial experience and data accumulation to enhance its competitiveness through advancements in AI, IoT, cloud computing, and big data [2] - Zoomlion aims to accelerate its transformation towards diversification, globalization, and digitalization while strengthening its brand [2]
海得控制跌2.03%,成交额2.01亿元,主力资金净流出4060.42万元
Xin Lang Cai Jing· 2025-09-25 05:41
今年以来海得控制已经10次登上龙虎榜,最近一次登上龙虎榜为1月23日,当日龙虎榜净买入-1402.43 万元;买入总计4755.30万元 ,占总成交额比4.47%;卖出总计6157.73万元 ,占总成交额比5.79%。 资料显示,上海海得控制系统股份有限公司位于上海市闵行区新骏环路777号,成立日期1994年3月15 日,上市日期2007年11月16日,公司主营业务涉及工业自动化领域的系统集成业务和产品分销业务。主 营业务收入构成为:工业电气自动化业务53.43%,新能源业务32.20%,工业信息化业务14.37%。 9月25日,海得控制盘中下跌2.03%,截至13:18,报14.46元/股,成交2.01亿元,换手率5.72%,总市值 50.89亿元。 资金流向方面,主力资金净流出4060.42万元,特大单买入249.26万元,占比1.24%,卖出564.16万元, 占比2.80%;大单买入2098.45万元,占比10.43%,卖出5843.98万元,占比29.05%。 海得控制今年以来股价涨23.80%,近5个交易日涨1.05%,近20日涨1.90%,近60日涨12.09%。 截至9月19日,海得控制股东户 ...
森霸传感涨2.06%,成交额9669.55万元,主力资金净流入250.30万元
Xin Lang Cai Jing· 2025-09-25 03:31
Company Overview - Senba Sensing Technology Co., Ltd. was established on August 18, 2005, and went public on September 15, 2017. The company is located in Sheqi County, Henan Province, and specializes in the research, production, and sales of pyroelectric infrared sensors and visible light sensors [2]. Financial Performance - For the first half of 2025, Senba Sensing achieved operating revenue of 200 million yuan, a year-on-year decrease of 4.55%. However, the net profit attributable to the parent company was 29.77 million yuan, reflecting a significant year-on-year increase of 62.29% [2]. - Since its A-share listing, the company has distributed a total of 217 million yuan in dividends, with 52.31 million yuan distributed over the past three years [3]. Stock Performance - As of September 25, the stock price of Senba Sensing increased by 2.06%, reaching 13.88 yuan per share, with a total market capitalization of 3.924 billion yuan. The stock has seen a year-to-date increase of 36.75%, but has experienced a decline of 7.28% over the last five trading days [1][2]. - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on August 20, where it recorded a net purchase of 9.46 million yuan [2]. Shareholder Information - As of June 30, 2025, the number of shareholders for Senba Sensing was 19,900, a decrease of 4.25% from the previous period. The average circulating shares per person increased by 6.25% to 12,511 shares [2]. - Notably, the major shareholder list saw the exit of the fund "Dacheng CSI 360 Internet + Index A" from the top ten circulating shareholders [3]. Market Position - Senba Sensing operates within the electronic industry, specifically in the optical optoelectronics sector, and is involved in various concept sectors including high distribution, Xiaomi concept, mergers and acquisitions, industrial internet, and the Internet of Things [2]. - The company's main business revenue composition includes 57.41% from pyroelectric infrared sensors, 32.00% from detectors and system matching, and 10.59% from other sources [2]. Trading Activity - On September 25, the net inflow of main funds was 2.503 million yuan, with significant buying activity from large orders amounting to 14.98 million yuan, while selling from large orders was 14.01 million yuan [1].
鼎捷数智股价涨5.05%,景顺长城基金旗下1只基金重仓,持有1800股浮盈赚取4554元
Xin Lang Cai Jing· 2025-09-25 02:20
景顺长城隽发平衡养老三年持有混合FOF(015317)成立日期2022年11月16日,最新规模1125.79万。 今年以来收益22.17%,同类排名272/1047;近一年收益38.68%,同类排名295/1013;成立以来收益 17.92%。 景顺长城隽发平衡养老三年持有混合FOF(015317)基金经理为江虹。 截至发稿,江虹累计任职时间4年9天,现任基金资产总规模6.81亿元,任职期间最佳基金回报26.18%, 任职期间最差基金回报-16.79%。 9月25日,鼎捷数智涨5.05%,截至发稿,报52.65元/股,成交5.22亿元,换手率3.75%,总市值142.89亿 元。 资料显示,鼎捷数智股份有限公司位于上海市静安区江场路1377弄绿地中央广场1号楼22层,成立日期 2001年12月26日,上市日期2014年1月27日,公司主营业务涉及制造业、流通业及小微企业提供数字化 转型、智能制造与工业互联网解决方案。主营业务收入构成为:数智技术服务47.89%,自研数智软件 产品28.11%,数智一体化软硬件解决方案23.99%。 从基金十大重仓股角度 数据显示,景顺长城基金旗下1只基金重仓鼎捷数智。景顺长城 ...