以铝节木

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江顺科技登陆A股:新兴市场需求提升,产能扩充夯实长期发展基础
梧桐树下V· 2025-04-25 12:47
4月24日,江苏江顺精密科技集团股份有限公司(股票代码:001400,简称"江顺科技")正式登陆深交所主板。上市首日 收盘江顺科技报66.70元/股,涨幅达78.53%,总市值达到40.02亿元,展现出资本市场对铝加工细分领域龙头的价值认 可。 作为国内铝型材挤压模具及配套设备领域的领军企业,江顺科技凭借"模具+设备"的双轮驱动模式,构建起具备显著协同 效应的一站式配套服务体系,深度绑定华建铝业、栋梁铝业等头部厂商。在国家"以铝代钢""以铝节木"等产业政策推动 下,公司有望持续受益于轻量化材料替代浪潮,成长空间值得期待。 铝型材配套领域领先者,协同效应突出带动业绩稳增 江顺科技聚焦铝型材制造行业,主要从事铝型材挤压模具及配套产品的研发、生产和销售。公司成立于2001年,早期产 品主要以铝型材挤压模具为主。 财务数据也印证了协同效应成效,2022-2024年,江顺科技营业收入从89,242.58万元稳步增长至113,647.63万元,同期扣 非归母净利润由13,727.37万元提升至14,627.20万元,整体呈现稳健增长态势。 自主研发构筑技术壁垒,产品结构优化强化盈利能力 江顺科技面向铝加工行业,产品深度服 ...
A股申购 | 江顺科技开启申购 资产负债率远超行业平均水平
Zhi Tong Cai Jing· 2025-04-23 23:50
Core Viewpoint - Jiangshun Technology (001400.SZ) has initiated its subscription on April 15, with an issue price of 37.36 yuan per share and a maximum subscription limit of 15,000 shares, reflecting a price-to-earnings ratio of 15.32 times [1] Company Overview - Jiangshun Technology primarily engages in the research, design, production, and sales of aluminum profile extrusion molds and accessories, supporting equipment, and precision mechanical components [1] - The company's main products are critical components for downstream aluminum profile extrusion production, including aluminum profile extrusion molds and supporting equipment [1] Industry Context - The aluminum profile products have extensive applications across various sectors, including construction decoration, transportation, new energy, automotive lightweighting, electronic information, and aerospace, holding a significant position in the manufacturing system [1] - According to the National Bureau of Statistics, China's aluminum profile production is projected to increase from 45.55 million tons in 2018 to 67.83 million tons in 2024, indicating continuous growth in the industry [1] Partnerships - The company has established long-term and stable partnerships with well-known domestic aluminum profile manufacturers such as Huajian Aluminum, Dongliang Aluminum, and Xinpai Co., as well as international firms like WISPECO [2] Fundraising and Financial Plans - The company plans to invest the raised funds in the following projects: - Precision mold expansion project: 20,092.86 million yuan - Complete aluminum extrusion equipment production line: 23,455.70 million yuan - Working capital: 12,500.00 million yuan - Total investment: 56,048.56 million yuan [3] Financial Performance - The company reported revenues of approximately 892 million yuan, 1.043 billion yuan, and 1.136 billion yuan for the years 2022, 2023, and 2024, respectively [3] - Net profits for the same years are approximately 139 million yuan, 146 million yuan, and 155 million yuan [3] Risk Factors - The company's asset-liability ratio is significantly higher than the industry average, with a ratio of 56.75% in 2023 compared to the industry average of 32.44% [4][5] - The proportion of overseas sales in the company's main business revenue has increased from 15.89% to 25.43% over the reporting period, indicating a growing international presence [4]
A股申购 | 江顺科技(001400.SZ)开启申购 资产负债率远超行业平均水平
智通财经网· 2025-04-14 22:53
Core Viewpoint - Jiangshun Technology (001400.SZ) has initiated its subscription with an issue price of 37.36 yuan per share and a price-to-earnings ratio of 15.32 times, focusing on the production and sales of aluminum profile extrusion molds and related equipment [1] Company Overview - Jiangshun Technology specializes in the research, design, production, and sales of aluminum profile extrusion molds and accessories, aluminum profile extrusion supporting equipment, and precision mechanical components [1] - The company's main products are critical components for downstream aluminum profile extrusion production, which has extensive applications in various fields such as construction decoration, transportation, new energy, automotive lightweighting, electronic information, and aerospace [1] Industry Insights - According to the National Bureau of Statistics, China's aluminum profile production has shown a steady increase from 45.55 million tons in 2018 to an estimated 67.83 million tons in 2024, indicating a growing industry scale [1] - The demand for aluminum profiles is being driven by trends such as "using aluminum instead of steel" and "using aluminum to save wood," particularly in emerging sectors like photovoltaics, rail transportation, and new energy vehicles [1] Partnerships - The company has established long-term and stable partnerships with well-known domestic aluminum profile manufacturers such as Huajian Aluminum, Dongliang Aluminum, and Xinpai Co., as well as international companies like WISPECO [2] Fundraising and Financial Projections - The company plans to invest the raised funds in several projects, including the expansion of precision molds for aluminum profiles (20.09 million yuan), the construction of aluminum extrusion equipment production lines (23.46 million yuan), and supplementing working capital (12.5 million yuan), totaling 56.05 million yuan [3] - Financial projections indicate that the company expects revenues of approximately 892 million yuan, 1.043 billion yuan, and 1.136 billion yuan for the years 2022, 2023, and 2024, respectively, with net profits of about 139 million yuan, 146 million yuan, and 155 million yuan [3] Financial Metrics - As of the end of 2023, the company's asset-liability ratio was reported at 56.75%, significantly higher than the industry average of 32.44% [4][5] - The company's overseas sales revenue as a percentage of total revenue has increased from 15.89% in 2022 to 25.43% in 2024, primarily settled in USD and EUR [5]