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2025-2031全球及中国紧凑型旋转执行器行业发展状况及项目可行性研究报告
Sou Hu Cai Jing· 2025-05-14 03:32
【免费售后 服务一年,具体内容及订购流程欢迎咨询客服人员 】 【全新修订】:2025年5月 报告目录 2025-2031全球及中国紧凑型旋转执行器行业发展状况及项目可行性研究报告 【出版机构】:中智信投研究网 【内容部分有删减·详细可参中智信投研究网出版完整信息!】 3.5.1 亚太(中国、日本、韩国、中国台湾、印度和东南亚等)紧凑型旋转执行器销量(2020-2031) 3.5.2 亚太(中国、日本、韩国、中国台湾、印度和东南亚等)紧凑型旋转执行器收入(2020-2031) 3.6 拉美地区(墨西哥、巴西等国家) 3.6.1 拉美地区(墨西哥、巴西等国家)紧凑型旋转执行器销量(2020-2031) 3.6.2 拉美地区(墨西哥、巴西等国家)紧凑型旋转执行器收入(2020-2031) 3.7 中东及非洲 3.7.1 中东及非洲(土耳其、沙特等国家)紧凑型旋转执行器销量(2020-2031) 3.7.2 中东及非洲(土耳其、沙特等国家)紧凑型旋转执行器收入(2020-2031) 4 行业竞争格局 4.1 全球市场竞争格局及占有率分析 4.1.1 全球市场主要厂商紧凑型旋转执行器产能市场份额 4.1.2 全球市场主 ...
五 粮 液(000858) - 2025年5月9日投资者关系活动记录表
2025-05-12 11:29
宜宾五粮液股份有限公司 投资者关系活动记录表 编号:2025-1 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 活动参与 | 公司董事长、副董事长、总经理、董秘、副总经 | | 人员 | 理等相关高管;通过全景网参与本次业绩说明会的投 | | 资者 | | | 时间 | 2025 年 5 月 9 日 | | 地点 | 线上 | | 形式 | 网络远程形式 | | | 公司就投资者在本次业绩说明会中提出的问题进 | | | 行了回复,整理如下: | | | 一、行业及公司目标方面 | | | (一)如何看待当前的宏观环境和白酒行业,尤 | | | 其高端白酒的未来前景? | | 交流内容及 | 今年国家将大力提振消费摆在更加突出的位置, | | 具体问答 | 从"着力扩大国内需求"转变为"全方位扩大国内需 | | | 求",先后出台《提振消费专项行动方案》《关于支 | | 记录 | 持国际消费中心城市培育建设的若干措施》等文件, | | | 这些有利条件将 ...
大连重工: 首席执行官(CEO)工作细则(2025年5月)
Zheng Quan Zhi Xing· 2025-05-09 12:19
第三条 公司首席执行官(CEO)为《公司法》规定的经理,对 公司日常经营管理活动进行总控制,是董事会决议的执行者,在董 事会的授权范围内依法行使职权,对董事会负责。 公司总裁、高级副总裁负责协助首席执行官(CEO)落实各项 经营管理工作,协调公司内外关系,并在首席执行官(CEO)的授权 范围内行使职权;其他副总裁、首席财务官(CFO)、总法律顾问 (首席合规官 CCO)等高级管理人员根据分工协助首席执行官(CEO) 开展相关工作。 公司总裁、高级副总裁、首席财务官(CFO)、总法律顾问(首 席合规官 CCO)等高级管理人员对首席执行官(CEO)负责。 第四条 本细则适用范围为公司首席执行官(CEO)经营班子 成员,不含董事会秘书。 大连华锐重工集团股份有限公司 首席执行官工作细则 第一章 总 则 第一条 为进一步完善公司治理结构,根据《中华人民共和国 公司法》(以下简称《公司法》)、《中华人民共和国证券法》《上 市公司治理准则》和其他有关法律、法规的规定,并结合《大连华 锐重工集团股份有限公司章程》(以下简称《公司章程》),特制 定本工作细则。 第二条 公司设首席执行官(CEO)1 名,总裁 1 名,高级副总 ...
财政部 税务总局关于贯彻实施契税法若干事项执行口径的公告(财政部 税务总局公告2021年第23号)
蓝色柳林财税室· 2025-05-09 08:31
欢迎扫描下方二维码关注: 财政部 税务总局 关于贯彻实施契税法若干事项执行口径的公告 (财政部 税务总局公告2021年第23号) 为贯彻落实《中华人民共和国契税法》,现将契税若干事项执行口径公告如下: 一、关于土地、房屋权属转移 (一)征收契税的土地、房屋权属, 具体为土地使用权、房屋所有权。 (五)土地使用权出让的, 计税依据包括土地出让金、 土地补偿费 、安置补助费、地 上附着物和青苗补偿费、征收补偿费、城市 基础设施配套费 、实物配建房屋等应交付的货 币以及实物、其他经济利益对应的价款。 (六)房屋附属设施(包括停车位、机动车库、非机动车库、顶层阁楼、储藏室及其他 房屋附属设施)与房屋为同一不动产单元的,计税依据为承受方应交付的总价款,并适用与 (二) 下列情形发生土地、房屋权属转移的,承受方应当依法缴纳契税: 1.因共有不动产份额变化的; 2.因共有人增加或者减少的; 3.因人民法院、仲裁委员会的生效法律文书或者监察机关出具的监察文书等因素,发生 土地、房屋权属转移的。 二、关于若干计税依据的具体情形 (一)以划拨方式取得的土地使用权,经批准改为出让方式重新取得该土地使用权的, 应由该土地使用权人以补 ...
PRA (PRAA) - 2025 Q1 - Earnings Call Transcript
2025-05-05 21:00
PRA Group (PRAA) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Good evening, and welcome to PRA Group's First Quarter twenty twenty five Conference Call. All participants will be in a listen only mode. After today's presentation, there will be opportunity to ask questions. To ask a question, you may press star then the number 1 on your touch tone phone. To withdraw your question, please press star then the number 2. Please note this event is being recorded. I would now like to Speaker1 hand the I ...
SI-BONE(SIBN) - 2025 Q1 - Earnings Call Transcript
2025-05-05 20:30
Financial Data and Key Metrics Changes - Worldwide revenue for Q1 2025 reached $47.3 million, representing approximately 25% growth compared to the prior year [6][26] - U.S. revenue was $44.8 million, reflecting approximately 27% growth, driven by a 27.3% increase in procedure volume [7][26] - Gross profit was $37.7 million, an increase of $7.8 million or 26.2%, with a gross margin rate of 79.7% [27] - Net loss narrowed to $6.5 million or $0.15 per diluted share, compared to a net loss of $10.9 million or $0.27 per diluted share in the prior year [28] - Positive adjusted EBITDA of approximately $5 million compared to an adjusted EBITDA loss of $4 million in Q1 2024 [29] Business Line Data and Key Metrics Changes - The company experienced broad-based demand for existing technologies and rapid adoption of new solutions launched in 2024 [7][39] - The number of physicians performing procedures using the company's products grew by 27%, with over 1,400 U.S. physicians engaged [19] - The number of four implant Granite cases grew approximately 69% compared to the prior year period [13] Market Data and Key Metrics Changes - The total addressable market has increased to over $3.5 billion, with a cumulative procedure volume growth of 25% over the last three years [9][10] - The company is targeting nearly 100,000 degenerative procedures annually with its Granite product, which became eligible for transitional pass-through payment starting January 1, 2025 [13][14] Company Strategy and Development Direction - The company focuses on innovation, engagement, commercial execution, and operational excellence as key priorities [9] - The strategy includes diversifying the product platform with unique yet complementary technologies to expand the target modalities and physician footprint [9][10] - The company aims to reach 100 territories over the next 12 to 15 months, leveraging a hybrid commercial model combining territory managers and third-party agents [24][58] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver strong results over the long term, supported by resilient business trends and favorable reimbursement conditions [8][9] - The updated full-year revenue guidance is between $193.5 million to $197.5 million, implying year-over-year growth of approximately 16% to 18% [32] - Management noted that the company is well-positioned to achieve free cash flow in 2026, with a focus on maintaining operational discipline [30][32] Other Important Information - The company has a strong pipeline of novel technologies under development, with plans to launch new products over the next 12 to 18 months [16][18] - The company does not anticipate any material impact on gross margins or supply chain from proposed tariffs, as most manufacturing is domestic [30][31] Q&A Session Summary Question: Contribution from new products and channels to growth - Management noted broad-based growth and strong demand for current solutions, with impressive adoption of new products launched in 2024 [39] Question: Drivers of gross margin and future expectations - Management highlighted better-than-expected average selling price (ASP) and efficiency initiatives as key drivers of gross margin improvement [42][44] Question: Long-term growth expectations - Management expressed confidence in sustained growth potential, driven by technology leadership and expanding physician engagement [53][56] Question: Expected cadence of new guidance and sequential growth - Management indicated that while they do not think about the business in quarters, they expect to manage seasonality effectively with new product rollouts [66] Question: Operating expenses guidance - Management explained that elevated R&D investments and higher commissions linked to revenue growth are driving the expected increase in operating expenses [70][72] Question: Update on surgeon base and engagement - Management reported a record increase in the physician base, with broad engagement across various specialties [76][78] Question: Updates on reimbursement proposals - Management provided insights on CMS proposals and the potential for increased reimbursement rates, which could accelerate adoption of products [80][81] Question: Traction and adoption of TNT product - Management noted that TNT is seeing rapid adoption and is expected to benefit from upcoming reimbursement changes [97]
双环传动(002472):海外布局加速 新业务有望打开成长空间
Xin Lang Cai Jing· 2025-05-01 00:40
Group 1: Financial Performance - In Q1 2025, the company achieved revenue of 2.065 billion yuan, a year-on-year decrease of 0.47% and a quarter-on-quarter increase of 1.27% [1] - The net profit attributable to shareholders was 276 million yuan, representing a year-on-year increase of 24.71% and a quarter-on-quarter decrease of 3.46% [1] - The gross profit margin for Q1 2025 was 26.82%, an increase of 4.17 percentage points year-on-year, but a decrease of 4.22 percentage points quarter-on-quarter [2] Group 2: Business Segments and Market Trends - The decline in total revenue was primarily due to a decrease of 237 million yuan in other income; excluding this, the main business revenue increased by 227 million yuan, a year-on-year growth of 12.48% [1] - The passenger car market in China saw wholesale sales of 6.283 million units in Q1 2025, a year-on-year increase of 10.6%, with new energy vehicles (NEVs) accounting for 2.847 million units, a year-on-year increase of 42.8% [1] - The company’s main business includes gears for NEVs, fuel passenger cars, and commercial vehicles, with stable growth in the NEV market providing significant growth potential [1] Group 3: Cost Control and Efficiency - The company demonstrated effective cost control, with only a slight increase in sales, management, and financial expense ratios compared to the previous year, supporting profit margin growth [2] - The profit margin for Q1 2025 was 14.03%, reflecting a year-on-year increase of 2.93 percentage points [2] Group 4: Strategic Initiatives and Future Outlook - The company is accelerating its overseas expansion, particularly in Hungary, to enhance its influence in the European market and connect with major European automakers [2] - The company’s intelligent execution and robotics business is expected to see significant growth, focusing on products like smart car locks and electric tailgate modules [2] - Revenue projections for 2025-2027 are estimated at 10.489 billion, 12.573 billion, and 14.329 billion yuan, with net profits of 1.294 billion, 1.479 billion, and 1.543 billion yuan respectively [3]
双环传动 | 2025Q1:业绩符合预期 机器人+智能执行机构驱动成长【民生汽车 崔琰团队】
汽车琰究· 2025-04-29 08:27
01 事件概述 公司发布 2 025 年一季报, 202 5 Q 1 公司营收 20.7 亿元,同比 -0.5% ,环比 +1.3% ;归母净利 2.76 亿元,同比 + 24.7% ,环比 -3.5% ;扣非归母净利 2.69 亿元,同比 + 28.1% ,环比 -7.2% 。 02 分析判断 ► 24Q1 业绩符合预期 盈利同比高增 1)收入端: 2 025Q1 新能源乘用车销量 284.7 万辆,同比 + 43.8% ,环比 -34.2% ; 2 025Q1 公司营收 20.7亿元,同比-0.5%,环比+1.3%;收入同比下降主要系本期其他业 务收入较上年同期下降 2 . 3 7 亿元;主营业务收入较上年同期增加 2 . 27亿元,同比+12.48%。 2)毛利端 : 2 025Q1 公司毛利率 26.8% ,同比 + 4.2pct ,环比 -4.2 pct,毛利 率同比提升原因预计为毛利较低的钢贸销售业务占比下降;以及乘用车齿轮业务规模效应加强所致; 3)费用端 : 2 025Q1 销售 /管理/研发/财务费用率分别 1.0%/3.8% / 5.4%/0.4% ,环比分别 + 0.0/-1.8/-1. ...
双环传动(002472):主营业务收入稳健增长 毛利率超预期
Xin Lang Cai Jing· 2025-04-29 02:43
4Q24 主营业务收入同比增长19%:公司发布2024 年报,全年实现营业收入87.81 亿元,同比增长 8.76%,其中主营业务收入80.8 亿元,同比增长18.46%;归母净利润为10.24 亿元,同比增长25.42%; 扣非净利润10.01 亿元,同比增长24.64%。单四季度营业收入为20.39 亿元,同比减少7.4%,其中主营 业务收入约22.4 亿元,同比增长约19.4%;归母净利润为2.86 亿元,同比增长26.0%;扣非净利润为2.90 亿元,同比增长14.7%。单四季度主营业务收入增长而总收入减少,是由于调整了钢材贸易业务的商业 模式和收入核算方式。 毛利率全线提升,全年达到25%,仍有向上空间:公司2024 年毛利率达到25.0%,同比提升2.8pct,单 季度毛利率已连续8 个季度同比提升。2024 年,几乎全线业务毛利率都有所提升,乘用车/商用车/ 智能 执行机构/ 工程机械齿轮毛利率分别为25.7/27.9/19.0/31.9%,同比提升3.9/1.1/4.7/6.1pct。我们认为,毛 利率的提升源于产品结构高端化、规模效应增强、降本提效、原材料价格下降等多重因素。往前看,乘 用车 ...
五粮液业绩十连增:去年营收、净利润再创新高 一季度持续向好彰显长期投资价值
Core Insights - Wuliangye reported a revenue of 89.175 billion yuan for 2024, a year-on-year increase of 7.09%, and a net profit of 31.853 billion yuan, up 5.44% year-on-year, marking ten consecutive years of steady growth in revenue and net profit [1] - The company achieved a record high gross margin of over 77% in 2024, reflecting its resilience in a challenging industry environment [5] - Wuliangye's marketing strategy for 2025 focuses on enhancing brand value and market share, with significant restructuring of its marketing system and channel innovations [9] Financial Performance - In Q1 2025, Wuliangye achieved a revenue of 36.94 billion yuan, a 6.05% increase year-on-year, and a net profit of 14.86 billion yuan, up 5.8% year-on-year [2] - For 2024, the main brand generated revenue of 67.875 billion yuan, an 8.07% increase, while the Wuliang fragrant series and other products contributed 15.251 billion yuan, up 11.79% [3] - The direct sales channel saw a revenue increase of 12.89%, reaching 34.389 billion yuan, with its share of total revenue exceeding 41% [3] Channel Development - Wuliangye expanded its distribution network significantly, adding 16,000 core terminals and enhancing its direct sales channel with new stores and upgraded outlets [4] - The company’s revenue from traditional channels grew by nearly 6%, with the eastern and southern regions being the main contributors [3] Strategic Initiatives - Wuliangye emphasized a balanced approach to volume and price, launching new products and enhancing its product matrix to maintain its leading position in the premium price segment [6] - The company’s marketing activities included participation in major events and collaborations with popular media, significantly increasing brand exposure [7] Management and Governance - Wuliangye's management team is undergoing a youth-oriented transformation, with new appointments aimed at enhancing cohesion and operational effectiveness [8] - The company plans to implement a deep transformation of its sales system to improve decision-making efficiency and market responsiveness [9] Shareholder Returns - Wuliangye announced a record dividend of 22.3 billion yuan for 2024, with a payout ratio increasing to 70%, reflecting its commitment to shareholder returns [11] - The company’s major shareholder plans to increase its stake by investing an additional 500 million to 1 billion yuan, signaling confidence in Wuliangye's investment value [12]