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新北洋(002376) - 2025年8月25日投资者关系活动记录表
2025-08-26 07:26
证券代码:002376 证券简称:新北洋 山东新北洋信息技术股份有限公司投资者关系活动记录表 编号:2025-08-25 | | ■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 | | | 参与单位名称 | 中银证券:杨思睿、郑静文 中银理财:郭艳超 | | | | 富安达基金:沈洋 | | | | 汇华理财:陆达之 | | | 及人员姓名 | 运舟资本:邹伟 | | | | 圆信永丰基金:田玉铎 | | | | 进门财经:赵嫚妮 | | | 时间 | 2025 年 8 月 25 日 16:00-17:00 | | | 地点 | 线上交流 | | | 上市公司接待 | 董事会秘书:康志伟 | | | 人员姓名 | 证券事务代表:倪赛君 | | | 投资者关系活动主 | 一、董事会秘书对公司 2025 | 年半年度业绩情况做简要介绍。 | | 要内容介绍 | 二、董事会秘书回答投资者的相关问题。 | | | | | 公司对相关情况进行 ...
新北洋2025年中报简析:营收净利润同比双双增长,应收账款上升
Zheng Quan Zhi Xing· 2025-08-21 22:15
据证券之星公开数据整理,近期新北洋(002376)发布2025年中报。截至本报告期末,公司营业总收入 12.79亿元,同比上升24.04%,归母净利润3725.66万元,同比上升114.6%。按单季度数据看,第二季度 营业总收入7.83亿元,同比上升26.01%,第二季度归母净利润3233.28万元,同比下降8.92%。本报告期 新北洋应收账款上升,应收账款同比增幅达32.44%。 本次财报公布的各项数据指标表现尚佳。其中,毛利率25.33%,同比减12.38%,净利率4.42%,同比增 8.7%,销售费用、管理费用、财务费用总计1.55亿元,三费占营收比12.11%,同比减18.94%,每股净资 产4.65元,同比增6.5%,每股经营性现金流-0.01元,同比减106.84%,每股收益0.05元,同比增71.79% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 10.31亿 | 12.79亿 | 24.04% | | 归母净利润(元) | 1736.11万 | 3725.66万 | 114.60% | | 扣 ...
新北洋(002376) - 2025年8月6日投资者关系活动记录表
2025-08-07 04:02
证券代码:002376 证券简称:新北洋 山东新北洋信息技术股份有限公司投资者关系活动记录表 编号:2025-08-06 | | ■特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系 | □媒体采访 □新闻发布会 | □业绩说明会 □路演活动 | | 活动类别 | | | | | ■现场参观 | | | | □其他 | | | 参与单位名称 及人员姓名 | 中泰证券:潘世海、苏仪 | | | 时间 | 2025 年 8 月 6 日 11:00-12:00 | | | 地点 | 1、新北洋科技园展厅 2、新北洋科技园会议室 | | | 上市公司接待 | 董事会秘书:康志伟 | | | 人员姓名 | 证券事务代表:倪赛君 | | | 投资者关系活动主 | 一、参观新北洋科技园展厅。 | | | 要内容介绍 | 二、董事会秘书回答投资者的相关问题。 | | | | 公司对相关情况进行了记录和整理,形成了《会谈纪要》。 | | | 附件清单(如有) | 《会谈纪要》详见附件一 | | | 日期 | 2025 年 8 月 6 日 | | 1 附件一:会谈纪要 1、投资者:请介绍公 ...
“无人化、少人化”战略显效上半年净利大幅预增
Zhong Guo Zheng Quan Bao· 2025-07-13 20:52
Core Viewpoint - The company expects significant growth in net profit for the first half of 2025, driven by increased sales in logistics automation, smart delivery lockers, and new retail operations [1][3]. Group 1: Financial Performance - The projected net profit for the first half of 2025 is between 34.7 million to 38.2 million yuan, representing a year-on-year increase of 100% to 120% [1]. - The net profit after excluding non-recurring gains is expected to be between 30.93 million to 33.8 million yuan, with a staggering year-on-year growth of 650% to 720% [1]. Group 2: Business Strategy - The company has established a new strategic framework called "one body, two wings," which includes eight business segments aimed at enhancing scale and competitiveness [1][2]. - The "one body" consists of specialized solutions in printing and scanning, and smart self-service terminals, while the "two wings" focus on upstream key components and downstream service operations [2]. Group 3: Market Dynamics - The demand for professional printing and scanning products is rising due to the acceleration of digitalization across various sectors such as retail, logistics, and finance [2]. - The logistics automation segment is driven by the booming e-commerce market, necessitating a shift towards efficient and intelligent logistics solutions [2]. Group 4: Growth Transformation - The company has undergone three fundamental changes that have removed previous growth constraints, including a shift in business structure, a change in growth model, and overcoming challenging development phases [3]. - The diversification of business segments allows for smoother performance across different market cycles, enhancing sustainability [3]. Group 5: Future Outlook - The company remains committed to its strategic focus on "unmanned and less manpower" solutions, aiming for quality growth through three strategic growth curves [4].
新北洋: 2025年半年度业绩预增公告
Zheng Quan Zhi Xing· 2025-07-09 11:13
Performance Forecast - The company expects a net profit of 34.7 million to 38.2 million yuan for the current reporting period, representing a growth of 100% to 120% compared to the previous year, which had a net profit of 17.36 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be between 30.93 million and 33.8 million yuan, showing an increase of 650% to 720% from the previous year's 4.12 million yuan [1] - Basic earnings per share are estimated to be between 0.0437 yuan and 0.0481 yuan, compared to 0.0273 yuan in the same period last year [1] Reasons for Performance Change - The rapid increase in sales scale of logistics equipment is a key driver of performance growth [2] - The smart self-service terminal products, including smart express cabinets and smart vending machines, continue to experience significant growth [2] - The new retail comprehensive operation business is also growing, supported by an increase in the number of operational points and improved operational efficiency [2] - The company maintains its strategic focus on "无人化、少人化" (unmanned and less manpower) and aims for quality growth through its "three strategic growth curves" [2]
新北洋(002376) - 2025年5月15日投资者关系活动记录表(2)
2025-05-17 07:09
Group 1: Company Overview - New Beiyang has completed the strategic layout of "one body, two wings, and eight major businesses" since its second entrepreneurship began in 2015, focusing on automation and specific market segments such as finance, logistics, and healthcare [3] - The "one body" consists of two specialized product solutions and two scenario-based product solutions, which serve as the core development foundation [3] - The "two wings" include upstream key component solutions and downstream service operation solutions, promoting collaboration across the industry chain [3] Group 2: Strategic Growth Curves - The first strategic growth curve focuses on specialized product solutions and scenario-based product solutions, aiming for stable revenue and profit growth over the next 2 to 3 years [4] - The second strategic growth curve targets service operation solutions, extending downstream to create new growth points over the next 3 to 5 years [4] - The third strategic growth curve involves advancing upstream with key component business, aiming for long-term competitive advantages over the next 5 to 7 years [5] Group 3: Financial Performance - As of the end of 2024, the revenue from the intelligent self-service terminal business is approximately CNY 5.13 billion, representing a year-on-year growth of 34.22% [9] - The revenue from the new retail comprehensive operation business is about CNY 1.6 billion, with a year-on-year growth exceeding 50% [9] Group 4: Business Model and Innovation - New Beiyang's new retail business model integrates public and commercial points, enhancing service capabilities through partnerships with government functions [10] - The company employs a "city focus" strategy to build competitive advantages in specific urban areas, aiming for a scalable business model [11] - The new retail business is still in its growth phase, primarily generating revenue from product sales while exploring diversified value-added services [11] Group 5: Future Plans and Market Position - New Beiyang plans to focus on logistics automation key components, aiming to achieve a leading market position in the logistics sector [12] - The company is actively promoting its self-developed components to other integrators to achieve mass cooperation [12] - The strategic plan includes three phases: focusing on logistics sorting automation components, then logistics automation components, and finally robotics automation components [13]