▲提供需求定制或专项服务调研，请来电与专员沟通！！！ 【对接人员】：张 炜 精选部分目录 第一章 奥美沙坦酯制剂介绍 5 第一节 奥美沙坦酯制剂产品介绍 5 第二节 奥美沙坦酯制剂产品技术发展分析 6 第二章 中国与全球奥美沙坦酯制剂市场分析 9 第一节 中国与全球奥美沙坦酯制剂市场现状分析 9 一、中国奥美沙坦酯制剂市场现状分析 9 二、全球奥美沙坦酯制剂市场现状分析 10 第二节 2025-2031年中国与全球奥美沙坦酯制剂市场规模分析 12 一、中国奥美沙坦酯制剂市场规模分析 12 二、全球奥美沙坦酯制剂市场规模分析 13 第三节 2025-2031年中国与全球奥美沙坦酯制剂总产值分析 15 一、中国奥美沙坦酯制剂市场总产值分析 15 二、全球奥美沙坦酯制剂市场总产值分析 16 第四节 中国与全球奥美沙坦酯制剂行业发展前景分析 17 第三章 XXX公司简介 20 第一节 公司简介 20 第二节 公司产品介绍 21 第三节 公司发展优势分析 21 一、公司发展优势 21 二、公司研发优势 22 三、公司技术优势 22 四、公司专利优势 22 五、公司产品优势 24 六、公司品牌优势 25 第四章 奥美沙坦 ...

Group 1 - The company held its 12th meeting of the 9th Board of Directors on June 24, 2025, to discuss significant investment and guarantee proposals [2][4][11] - The Board approved an investment agreement with the People's Government of Huai Shang District, Bengbu City, for a new specialized fertilizer project, with a total investment of 1.15 billion RMB [3][41] - The project aims to enhance the company's product structure and market presence in East China, targeting regions such as Jiangsu, Jiangxi, Zhejiang, and Fujian [3][41] Group 2 - The Board also approved a guarantee for a bank credit line of up to 160 million RMB for its affiliate, Hubei Yifeng Lianfeng Mining Co., Ltd., in which the company holds a 40% stake [5][11][20] - The financial risks associated with this guarantee are considered manageable and will not affect the company's normal operations [5][18] - The company has a total guarantee amount of 3.4575 billion RMB, which is 32.69% of its latest audited net assets [20] Group 3 - The investment project includes the construction of a 1 million tons/year specialized fertilizer facility, comprising various types of fertilizers and associated infrastructure [36][41] - The project is expected to take approximately 12 months to complete, with an anticipated start date by December 31, 2025, and completion by December 31, 2026 [36][41] - The agreement with the local government includes commitments for land use and infrastructure support to facilitate the project's development [38][39]

一、全球市场占有率行业第一？ 文/梧桐兄弟 5月30日，五峰赤诚生物科技股份有限公司北交所IPO被宣布终止审核，直接原因是公司于5月20日申请撤回申请。赤诚生物IPO申报于2024年6月27日获得受理， 2024年7月24日收到首轮问询并完成了回复。 然而，2024年年度报告披露， 2024年公司归母扣非净利润却下滑至2,985.45万元。 公司主要从事水解单宁系列产品的研发、生产及销售业务，产品所需的主要原材料为五倍子和塔拉粉。报告期内，公司主要产品为单宁酸、没食子酸系列产品及 衍生化合物。 根据行业研究机构QYResearch发布的《2024-2030全球及中国单宁酸行业研究及十五五规划分析报告》及《2024-2030全球及中国没食子酸行业研究及十五五规划分 析报告》，2023年全球单宁酸及全球没食子酸市场规模分别约为11.61亿元、19.15亿元，公司及主要竞争对手在单宁酸市场及没食子酸市场的市场占有率情况如 下： | 公司名称 | 2023 年度全球市场占有率情况 | | | --- | --- | --- | | | 单宁酸市场 | 没食子酸市场 | | 张家界久瑞生物科技有限公司 | 5. 33% ...

Core Viewpoint - The company reported a revenue of 362.01 billion yuan for 2024, a year-on-year decrease of 9.7%, while achieving a net profit attributable to shareholders of 50.75 billion yuan, a year-on-year increase of 15.0% [1] Financial Performance - In Q4 2024, the company achieved a revenue of 102.97 billion yuan, a year-on-year decrease of 3.1%, but a quarter-on-quarter increase of 11.6%. The net profit attributable to shareholders was 14.74 billion yuan, a year-on-year increase of 13.6% and a quarter-on-quarter increase of 12.2% [1] - For Q1 2025, the company reported a revenue of 84.71 billion yuan, a year-on-year increase of 6.2%, but a quarter-on-quarter decrease of 17.7%. The net profit attributable to shareholders was 13.96 billion yuan, a year-on-year increase of 32.9% [1] Profitability and Cost Control - The company maintained stable profitability with a gross profit margin of 24.4% and a net profit margin of 14.9% for 2024, reflecting year-on-year increases of 1.5 percentage points and 3.3 percentage points, respectively [2] - In Q1 2025, the gross profit margin was 24.4%, while the net profit margin increased to 17.5%, showing a year-on-year increase of 3.5 percentage points [2] - The company effectively controlled its expense ratios, with sales, management, R&D, and financial expense ratios for 2024 at 1.0%, 2.7%, 5.1%, and -1.1%, respectively [2] Market Position and Product Innovation - The company maintained a leading market share with a sales volume of 381 GWh for power battery systems in 2024, a year-on-year increase of 18.85%, achieving a global market share of 37.9% [3] - The sales volume for energy storage battery systems reached 93 GWh, a year-on-year increase of 34.32%, with a global market share of 36.5% [3] - The company launched innovative products such as the Tianheng energy storage system and the Shenxing Plus battery, enhancing its competitive edge [3] Capacity Expansion and International Development - The company has a current capacity of approximately 676 GWh, with an additional 219 GWh under construction [3] - The German factory's capacity is gradually increasing, and the company has received dual certification from the Volkswagen Group for module testing and cell testing laboratories [3] - Ongoing projects in Hungary, a joint venture factory in Spain with Stellantis, and the Indonesian battery supply chain project are expected to enhance product profitability [3] Earnings Forecast and Investment Recommendation - The company is projected to have EPS of 14.27 yuan, 17.89 yuan, and 22.34 yuan for 2025-2027, with corresponding PE ratios of 16x, 13x, and 10x [4] - The steady release of overseas capacity and the continuous launch of new products are expected to lead to a higher dividend payout ratio, maintaining a "buy" rating [4]

熔喷 PP 无纺布全球市场总体规模 据QYResearch调研团队最新报告"全球熔喷 PP 无纺布市场报告2025-2031"显示， 预计2031年全球熔喷 PP 无纺 布市场规模将达到12.6亿美元 ，未来几年年复合增长率CAGR为2.8%。 就产品类型而言，目前克重 25 以下 (g/m2)是最主要的细分产品，占据大约37.7%的份额。 全球 熔喷 PP 无纺布 市场前 10 强生产商排名及市场占有率（基于 2 02 4 年调研数据；目前最新数据以本公司最新调研 数据为准） 根据QYResearch头部企业研究中心调研，全球范围内熔喷 PP 无纺布生产商主要包括Magnera、Kimberly-Clark、 Freudenberg、Ahlstrom、Toray、Hollingsworth & Vose、Monadnock Non-Woven、Mogul、Don & Low、恒天嘉华 等。2024年，全球前十强厂商占有大约31.0%的市场份额。 就产品应用而言，目前液体过滤是最主要的需求来源，占据大约22.6%的份额。 主要驱动因素: D1：汽车、农业、石油和天然气等行业使用熔喷无纺布来制造过滤、绝缘和防护 ...

Investment Rating - The report maintains a "Recommended" rating for the company [6] Core Views - The company reported a significant improvement in profitability on a quarter-over-quarter basis, with a continuous increase in dividend yield [1] - Despite a year-on-year decline in revenue and net profit, the company managed to increase its market share against a backdrop of industry contraction [3] - The company is expanding its national footprint and exploring overseas markets, particularly in Southeast Asia and the Middle East [3] Revenue and Profitability Summary - In 2024, the company achieved revenue of 54.822 billion yuan, a year-on-year decrease of 10.01% - The net profit attributable to shareholders was 425 million yuan, down 25.46% year-on-year - In Q4 2024, revenue was 14.752 billion yuan, showing a year-on-year increase of 0.59% and a quarter-over-quarter increase of 8.10% - The net profit for Q4 2024 was 324 million yuan, a year-on-year increase of 146.00% and a quarter-over-quarter turnaround to profit [1][2] Production and Sales Summary - The company's pipe sales volume in 2024 was 13.4734 million tons, a slight year-on-year decline of 0.90% - The overall production volume was 20.0949 million tons, down 0.93% year-on-year - The gross margin for Q4 2024 improved both year-on-year and quarter-over-quarter, reaching 5.03% [2] Dividend Policy - The company plans to distribute a cash dividend of 1.5 yuan per 10 shares, amounting to a total cash payout of 209 million yuan, with an annual cumulative dividend of 418 million yuan - The dividend payout ratio stands at 98.41%, resulting in a dividend yield of 5.49%, an increase of 0.61 percentage points year-on-year [2] Future Outlook - The company aims to maintain its leading position in the industry while increasing market share despite overall market declines - It is actively pursuing a national expansion strategy and establishing new production bases in Yunnan and Anhui, while also exploring international market opportunities [3][4] - The company has implemented an employee stock ownership plan to enhance long-term development and employee motivation [4] Financial Forecast - The projected net profit for 2025 is 626 million yuan, with expected growth rates of 47.3% in 2025, followed by 3.8% and 4.6% in 2026 and 2027 respectively - The corresponding price-to-earnings (PE) ratios for 2025, 2026, and 2027 are estimated to be 12, 12, and 11 times respectively [5][9]

流量计在工业自动化和过程控制中占据着举足轻重的地位，它们能够实时且精确地监控流体（无论是液体还是气体）的流动状 态，这对于保障生产流程的稳定性和提升效率至关重要。在众多流量计类型中，半导体流量计凭借其卓越的高精度与多功能特 性，在高纯度半导体制造领域内获得了广泛应用。该类流量计专为半导体行业对流体极高纯净度和测量精度的需求而打造，不仅 能测量流体的质量流量率，还能累积计算出总质量，这对于原材料投入的精准控制和生产成本的精确核算具有重大意义。 半导体流量计（ MFM ）与质量流量控制器（ MFC ）有所区别。 MFC 通常内置阀门，具备控制流体流量的功能；而半导体流量 计专注于检测流体的质量流量，不提供流量控制功能。在气体应用场合，它能够监测气体的累积流量（即使用量），或者作为质 量流量控制器调节气体流量时的双重校验工具或便捷参考设备。对于液体流量测量，质量流量计还配备有控制信号，用以调控液 体控制阀及汽化器内部集成的流量控制阀。 半导体流量计，全球市场规模 根据 QYResearch 最新调研报告显示， 预计 2 03 1 年全球 半导体流量计 市场规模将达到 4.78 亿美元 ，未来几年年复合增长率 CAG ...

| -广告 | | --- | 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 在2025年储能行业中，从市场占有率、研发创新和资金实力三方面综合分析，宁德时代、亿纬锂能、阳光电源 三家企业有望成为行业龙头，各自具备不同优势。 一、市场占有率 1.宁德时代 国内市场份额约35%，虽受二线厂商冲击，但凭借全产业链整合能力和规模化优势，地位难以撼动。 2.亿纬锂能 2024年全球储能电池出货量110GWh，市占率37%，稳居第一，且与特斯拉等国际巨头深度绑定。 海外产能布局加速（如西班牙合资建厂），覆盖北美、欧洲、中东等核心市场，2025年预计新增装机量 占全球85%的传统市场中持续领跑。 3.阳光电源 三、资金实力 1.宁德时代 2.亿纬锂能 2024年募资50亿元加码储能产能，海外产能布局加速（如匈牙利工厂）。 2023年储能系统全球发货量10.5GWh，连续八年中国企业首位，海外大储市场市占率领先。 依托光伏逆变器业务协同效应，2025年将受益于欧洲、中东等新兴市场需求增长，预计系统集成市占率 进一步提升。 2024年储能电池出货量40GWh，市占率13%，超越比 ...