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永艺股份的前世今生:2025年三季度营收34.83亿排行业第7,净利润1.91亿排第8,低于行业平均
Xin Lang Cai Jing· 2025-10-31 06:33
永艺股份成立于2001年4月27日,于2015年1月23日在上海证券交易所上市,注册地和办公地均为浙江省。 该公司是国内领先的座椅制造商,拥有先进的生产技术和完善的产业链,产品在国内外市场具有较高的知 名度和竞争力。 公司主要从事办公椅和按摩椅椅身研发、设计、生产和销售,并经营部分功能座椅配件及沙发业务。所属 申万行业为轻工制造 - 家居用品 - 成品家居,所属概念板块包括小盘、抖音小店、跨境电商核聚变、超导 概念、核电。 经营业绩:营收行业第7,净利润第8 2025年三季度,永艺股份实现营业收入34.83亿元,行业排名7/17,低于行业平均数38.52亿元,与行业第一 名顾家家居的150.12亿元、第二名恒林股份的84.88亿元有较大差距。同期净利润为1.91亿元,行业排名 8/17,低于行业平均数2.78亿元。 华安证券指出,公司业绩下滑主要受欧美通胀及销售费用增加影响。业务亮点有:1. 积极发挥海外基地优 势,在新一轮全球订单转移背景下积极开拓新客户;2. 大力开拓非美市场,在欧洲、东南亚、澳洲等区域 增速较高。预计公司2025 - 2027年营收分别为51.56/57.39/62.3亿元,归母净利润分 ...
供销大集的前世今生:2025年三季度营收12.09亿低于行业平均,净利润9576.06万高于均值
Xin Lang Cai Jing· 2025-10-30 14:10
偿债能力方面,2025年三季度供销大集资产负债率为50.47%,高于去年同期的45.78%,也高于行业平均的 48.09%。从盈利能力看,2025年三季度公司毛利率为31.00%,高于去年同期的26.60%,但低于行业平均的 45.34%。 供销大集成立于1996年12月5日,于1994年1月10日在深圳证券交易所上市,注册地址位于陕西省西安市, 办公地址位于陕西省西安市和北京市。它是全国性O2O商品零售企业,将线下零售实体和线上电子商务相 结合,拥有独特的商业模式。 供销大集主营业务为线下零售实体和线上电子商务结合的全国性O2O商品零售,所属申万行业为商贸零售 - 一般零售 - 百货,所属概念板块包括统一大市场、抖音小店、社区团购核聚变、超导概念、核电。 经营业绩:营收行业第11,净利润第7 2025年三季度,供销大集营业收入为12.09亿元,行业排名11/22,低于行业平均数18.66亿元,也远低于第 一名天虹股份的88.78亿元和第二名王府井的77.09亿元,但高于行业中位数10.69亿元。主营业务构成中, 商业运营 - 商超4.53亿元占比57.91%,商业运营 - 其他3.06亿元占比39.09%, ...
斯莱克的前世今生:技术派创始人安旭掌舵二十年,电池壳业务营收占比近七成,海外扩张布局新章
Xin Lang Cai Jing· 2025-10-30 13:13
斯莱克成立于2004年1月6日,于2014年1月29日在深圳证券交易所上市,注册及办公地址均为江苏省苏州 市。公司是金属包装设备领域的领先企业,专注于高速易拉盖、易拉罐等生产设备研发,具备深厚技术壁 垒。 截至2025年9月30日,斯莱克A股股东户数为2.42万,较上期增加24.79%;户均持有流通A股数量为2.68 万,较上期减少19.87%。十大流通股东中,永赢先进制造智选混合发起A(018124)位居第二,持股 3086.75万股,相比上期增加187.34万股;鹏华碳中和主题混合A(016530)位居第四,持股1987.23万股, 相比上期减少113.73万股;香港中央结算有限公司位居第七,持股663.80万股,相比上期增加226.41万股; 鹏华沪深港新兴成长混合A(003835)位居第十,持股268.75万股,相比上期减少17.55万股。 浙商证券指出,斯莱克机器人核心部件研发取得突破,业务布局持续完善。一是机器人谐波减速器柔轮项 目取得重大研发突破,已为商业化生产做好准备;二是金属成型技术应用场景拓展,采用冷冲压成型工艺 制备柔轮,降低制造成本。2025上半年收入同比增长38%,主业稳步开拓,与奥 ...
斯莱克涨2.10%,成交额2227.24万元,主力资金净流入18.89万元
Xin Lang Cai Jing· 2025-10-24 01:56
Core Viewpoint - Sileck's stock has shown a year-to-date increase of 31.28%, but has experienced a decline in the recent trading periods, indicating potential volatility in its stock performance [1][2]. Financial Performance - For the first half of 2025, Sileck achieved operating revenue of 920 million yuan, representing a year-on-year growth of 37.62%. However, the net profit attributable to shareholders was a loss of 20.27 million yuan, a significant decrease of 214.98% compared to the previous period [2]. - Since its A-share listing, Sileck has distributed a total of 869 million yuan in dividends, with 248 million yuan distributed over the last three years [3]. Shareholder Structure - As of June 30, 2025, Sileck had 19,400 shareholders, a decrease of 27.88% from the previous period. The average number of circulating shares per shareholder increased by 38.68% to 33,386 shares [2]. - The top ten circulating shareholders include notable funds such as Yongying Advanced Manufacturing Mixed Fund and Penghua Carbon Neutral Theme Mixed Fund, with significant increases in their holdings [3]. Market Activity - On October 24, Sileck's stock price rose by 2.10% to 14.10 yuan per share, with a trading volume of 22.27 million yuan and a turnover rate of 0.25%. The total market capitalization reached 9.142 billion yuan [1]. - The stock has been active on the trading leaderboard, with a net buy of 59.54 million yuan on February 6, indicating interest from institutional investors [1].
斯莱克涨2.14%,成交额8590.04万元,主力资金净流入1479.95万元
Xin Lang Cai Jing· 2025-10-22 02:41
Core Viewpoint - Sileck's stock has shown volatility with a year-to-date increase of 33.33%, but recent trends indicate a decline over the past 5, 20, and 60 trading days, raising concerns about its short-term performance [1] Group 1: Company Overview - Sileck Precision Equipment Co., Ltd. was established on January 6, 2004, and went public on January 29, 2014. The company specializes in the research, design, production, and assembly of equipment for metal packaging products, including high-speed easy-open lids and cans [2] - The main revenue sources for Sileck include battery shell business (67.48%), high-speed production equipment for easy-open lids and system upgrades (11.43%), and other specialized equipment and spare parts (8.87%) [2] - As of June 30, 2025, Sileck reported a revenue of 920 million yuan, reflecting a year-on-year growth of 37.62%, while the net profit attributable to shareholders was -20.27 million yuan, a decrease of 214.98% compared to the previous year [2] Group 2: Financial Performance - Sileck has distributed a total of 869 million yuan in dividends since its A-share listing, with 248 million yuan distributed over the past three years [3] - As of June 30, 2025, the number of shareholders decreased by 27.88% to 19,400, while the average circulating shares per person increased by 38.68% to 33,386 shares [2][3] Group 3: Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include Yongying Advanced Manufacturing Mixed Fund, which holds 28.99 million shares, an increase of 15.99 million shares from the previous period [3] - Other notable shareholders include Penghua Carbon Neutral Theme Mixed Fund and Hong Kong Central Clearing Limited, which have also increased their holdings significantly [3]
斯莱克涨2.04%,成交额2.07亿元,主力资金净流出4824.37万元
Xin Lang Cai Jing· 2025-10-20 05:30
Core Viewpoint - Sileck's stock price has shown a significant increase of 35.20% year-to-date, but has recently experienced declines over various trading periods, indicating potential volatility in the market [1][2]. Company Overview - Sileck Precision Equipment Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on January 6, 2004, with its IPO on January 29, 2014. The company specializes in the research, design, production, and assembly of equipment for metal packaging products, including high-speed easy-open lids and cans [2]. - The main revenue sources for Sileck include battery shell business (67.48%), high-speed production equipment for easy-open lids and system modifications (11.43%), and other specialized equipment and spare parts (8.87%) [2]. Financial Performance - For the first half of 2025, Sileck reported a revenue of 920 million yuan, representing a year-on-year growth of 37.62%. However, the net profit attributable to shareholders was a loss of 20.27 million yuan, a decrease of 214.98% compared to the previous period [2]. - Since its A-share listing, Sileck has distributed a total of 869 million yuan in dividends, with 248 million yuan distributed over the last three years [3]. Shareholder Information - As of June 30, 2025, Sileck had 19,400 shareholders, a decrease of 27.88% from the previous period. The average circulating shares per person increased by 38.68% to 33,386 shares [2]. - The top ten circulating shareholders include notable funds such as Yongying Advanced Manufacturing Mixed Fund and Penghua Carbon Neutral Theme Mixed Fund, with significant increases in their holdings [3].
供销大集涨2.36%,成交额7.38亿元,主力资金净流入4297.00万元
Xin Lang Cai Jing· 2025-10-13 03:05
Core Viewpoint - The stock of Gongxiao Daji has shown fluctuations with a recent increase of 2.36%, while the company has experienced a year-to-date decline of 24.64% in stock price [1] Group 1: Stock Performance - As of October 13, Gongxiao Daji's stock price is 2.60 CNY per share, with a total market capitalization of 46.951 billion CNY [1] - The stock has seen a trading volume of 738 million CNY and a turnover rate of 1.97% [1] - Year-to-date, the stock has dropped 24.64%, with a slight increase of 0.39% over the last five trading days [1] Group 2: Financial Metrics - For the first half of 2025, Gongxiao Daji reported a revenue of 783 million CNY, reflecting a year-on-year growth of 6.53% [2] - The net profit attributable to the parent company was 5.325 million CNY, showing a significant increase of 112.03% year-on-year [2] Group 3: Shareholder Information - As of September 20, the number of shareholders for Gongxiao Daji reached 418,200, an increase of 12.90% from the previous period [2] - The average number of circulating shares per shareholder is 35,186, which has decreased by 11.43% [2] Group 4: Business Overview - Gongxiao Daji operates in the retail sector, specifically in general retail and department stores, with a business model that combines offline retail and online e-commerce [2] - The company's revenue composition includes 57.91% from supermarket operations, 39.09% from other commercial operations, and 2.99% from trade logistics [1]
美邦服饰跌2.38%,成交额1.15亿元,主力资金净流出870.69万元
Xin Lang Cai Jing· 2025-09-24 02:20
Company Overview - Meibang Fashion Co., Ltd. is located in Shanghai and was established on December 6, 2000, with its listing date on August 28, 2008. The company primarily engages in the design and sales of the Meibang brand casual clothing [1][2] - The main revenue composition includes men's clothing at 50.38%, women's clothing at 27.48%, other products at 12.96%, and additional products at 9.18% [1] Stock Performance - As of September 24, Meibang's stock price decreased by 2.38% to 2.46 CNY per share, with a total market capitalization of 6.181 billion CNY [1] - Year-to-date, Meibang's stock price has increased by 20.59%, but it has seen a decline of 15.75% over the last five trading days. In the last 20 days, the stock rose by 25.51%, and over the last 60 days, it increased by 33.70% [1] Financial Performance - For the first half of 2025, Meibang reported a revenue of 227 million CNY, a year-on-year decrease of 45.23%. The net profit attributable to shareholders was 9.93 million CNY, down 87.07% year-on-year [2] - The company has cumulatively distributed 3.138 billion CNY in dividends since its A-share listing, with no dividends distributed in the last three years [3] Shareholder Information - As of June 30, 2025, Meibang had 119,300 shareholders, a decrease of 3.86% from the previous period. The average number of circulating shares per shareholder increased by 4.02% to 21,064 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 15.8121 million shares as a new shareholder [3] Market Activity - In terms of capital flow, there was a net outflow of 8.7069 million CNY from main funds, with significant buying and selling activity recorded [1] - Meibang has appeared on the trading leaderboard seven times this year, with the most recent appearance on September 15, where it recorded a net buy of -4.7495 million CNY [1]
永艺股份跌2.07%,成交额1591.59万元,主力资金净流出117.64万元
Xin Lang Cai Jing· 2025-09-23 02:10
Company Overview - Yongyi Furniture Co., Ltd. is located in Anji County, Zhejiang Province, and was established on April 27, 2001. The company was listed on January 23, 2015. Its main business involves the research, design, production, and sales of office chairs and massage chair bodies, as well as some functional seat accessories and sofa business [1]. Stock Performance - As of September 23, Yongyi's stock price decreased by 2.07%, trading at 10.86 CNY per share, with a total market capitalization of 3.589 billion CNY. The stock has declined by 4.99% year-to-date, 9.35% over the last five trading days, and 3.38% over the last 20 days, while it has increased by 3.04% over the last 60 days [1]. - The company has seen a net outflow of 1.1764 million CNY in principal funds, with large orders accounting for 13.19% of purchases and 20.58% of sales [1]. Financial Performance - For the period from January to June 2025, Yongyi achieved a revenue of 2.189 billion CNY, representing a year-on-year growth of 6.66%. The net profit attributable to shareholders was 133 million CNY, reflecting a year-on-year increase of 4.92% [2]. - Since its A-share listing, Yongyi has distributed a total of 1.035 billion CNY in dividends, with 443 million CNY distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Yongyi had 17,300 shareholders, an increase of 5.15% from the previous period. The average number of circulating shares per person was 17,384, a decrease of 4.90% [2]. - Among the top ten circulating shareholders, Dazhong Competitive Advantage Mixed A (090013) ranked as the tenth largest, holding 2.5224 million shares, an increase of 7.51 million shares from the previous period [3].
斯莱克涨2.02%,成交额3.81亿元,主力资金净流出3514.90万元
Xin Lang Cai Jing· 2025-09-17 02:40
Company Overview - Suzhou Sileck Precision Equipment Co., Ltd. was established on January 6, 2004, and went public on January 29, 2014. The company specializes in the research, design, production, and assembly of equipment for metal packaging products, including high-speed easy-open lids and cans [2] - The main business revenue composition includes: battery shell business 67.48%, high-speed production equipment for easy-open lids and system modifications 11.43%, other specialized equipment and spare parts 8.87%, high-speed production equipment for cans and system modifications 7.59%, photovoltaic power generation and others 3.04%, and intelligent detection equipment 1.58% [2] Financial Performance - For the first half of 2025, Sileck achieved operating revenue of 920 million yuan, representing a year-on-year growth of 37.62%. However, the net profit attributable to the parent company was -20.27 million yuan, a decrease of 214.98% year-on-year [2] - Since its A-share listing, Sileck has distributed a total of 869 million yuan in dividends, with 248 million yuan distributed in the last three years [3] Stock Market Activity - As of September 17, Sileck's stock price increased by 2.02%, reaching 18.15 yuan per share, with a trading volume of 381 million yuan and a turnover rate of 3.29%. The total market capitalization is 11.768 billion yuan [1] - Year-to-date, Sileck's stock price has risen by 68.99%, with a 7.21% increase over the last five trading days, 19.33% over the last 20 days, and 16.12% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on February 6, where it recorded a net purchase of 59.54 million yuan [1] Shareholder Information - As of June 30, 2025, Sileck had 19,400 shareholders, a decrease of 27.88% from the previous period, with an average of 33,386 circulating shares per shareholder, an increase of 38.68% [2] - The top ten circulating shareholders include notable funds such as Yongying Advanced Manufacturing Mixed Fund and Penghua Carbon Neutral Theme Mixed Fund, with significant increases in their holdings [3]