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东吴证券给予海格通信买入评级,2025年中报点评:行业阶段性影响短期业绩 新产品拓展可期
Mei Ri Jing Ji Xin Wen· 2025-08-12 06:26
Group 1 - The core viewpoint of the report is that Dongwu Securities has given a "buy" rating to Haige Communication (002465.SZ) based on several factors [2] - The delay in contract signing is attributed to adjustments from industry clients and cyclical fluctuations, which, combined with the company's strategic increase in R&D investment in emerging fields, has pressured short-term profits [2] - The R&D expense ratio reached a historical high of 20.05%, highlighting the company's commitment to transformation [2] - Haige Communication's core competitive advantages continue to strengthen [2]
集泰股份: 2025年半年度业绩预告
Zheng Quan Zhi Xing· 2025-07-14 12:20
Performance Forecast - The company expects a net loss attributable to shareholders of between 7 million to 10 million yuan, a decline of 223.09% to 275.85% compared to a profit of 5.6868 million yuan in the same period last year [1] - The net loss after deducting non-recurring gains and losses is projected to be between 8 million to 12 million yuan, a decrease of 434.17% to 601.25% from a profit of 2.3940 million yuan in the previous year [1] - Basic earnings per share are expected to be a loss of 0.0183 to 0.0261 yuan, compared to earnings of 0.0146 yuan per share last year [1] Reasons for Performance Change - The overall revenue and profit of the company have declined year-on-year, primarily due to cyclical fluctuations in the downstream shipping container manufacturing and construction engineering markets [1] - The shipping container manufacturing market has been affected by a slowdown in global trade growth, leading to a temporary contraction in new container demand [1] - Although the home decoration market continues to grow, the construction engineering market is constrained by insufficient new public project starts and inadequate terminal demand release, putting short-term pressure on traditional main businesses [1] Strategic Opportunities - The company aims to leverage the rapid expansion of the downstream new energy market by focusing on the development of industrial adhesives for new energy applications [2] - Through technological iteration and market expansion, the company seeks to enhance the scale of its second growth curve business and improve its resilience to cyclical fluctuations [2] - The goal is to drive overall operational performance recovery and improvement [2]