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柏诚股份筹划购买上海灿实55%股份 股票停牌
Zheng Quan Shi Bao Wang· 2025-09-29 12:01
9月29日晚间,柏诚股份(601133)发布公告,公司正在筹划以发行股份及支付现金的方式购买上海灿 实工程设备有限公司(简称"上海灿实")55%股份,同时公司拟发行股份募集配套资金,公司股票自2025 年9月30日(星期二)开市起开始停牌,预计停牌时间不超过5个交易日。 经柏诚股份初步测算,本次交易预计不构成《上市公司重大资产重组管理办法》规定的重大资产重组; 根据《上海证券交易所股票上市规则》等相关法规,本次交易预计不构成关联交易。本次交易不会导致 公司实际控制人发生变更,不构成重组上市。 当前,本次交易事项尚处于筹划阶段,本次交易的交易对方初步为周华杰、台庆、白凌云、灿朋科技发 展(上海)合伙企业(有限合伙)。其中,周华杰持有上海灿实45%的股份,台庆持有上海灿实27%的股份, 白凌云持有上海灿实18%的股份,灿朋科技持有上海灿实10%的股份。 资料显示,柏诚股份创立于1994年,主要专注于为高科技产业的建厂、技改等项目提供专业的洁净室系 统集成整体解决方案,覆盖半导体及泛半导体、新型显示、生命科学、食品药品大健康、新能源及电子 等国家重点产业,是国内少数具备承接多行业主流项目的洁净室系统集成解决方案提供 ...
宏发股份(600885):经营延续稳健 1H25业绩符合预期
Xin Lang Cai Jing· 2025-07-30 04:27
Financial Performance - In 1H25, the company achieved revenue of 8.347 billion yuan, a year-on-year increase of 15.4%, and a net profit attributable to shareholders of 964 million yuan, up 14.2% year-on-year, with a non-recurring net profit of 927 million yuan, increasing by 17.9% [1] - For 2Q25, the company reported revenue of 4.36 billion yuan, a year-on-year increase of 15.5% and a quarter-on-quarter increase of 9.6%, with a net profit attributable to shareholders of 553 million yuan, up 13.2% year-on-year and 34.5% quarter-on-quarter, and a non-recurring net profit of 546 million yuan, increasing by 20.7% year-on-year and 43.5% quarter-on-quarter [1] Growth Trends - In 2Q25, the company's shipment value continued to show strong year-on-year growth, with an estimated overall shipment growth of over 20%, driven primarily by the new energy sector [2] - The new energy segment remains the core driver of growth, with shipments of high-voltage direct current for new energy vehicles and new energy inverters both increasing by over 50% year-on-year, benefiting from strong domestic new energy vehicle sales and recovering European demand [2] - Industrial control and signal relays also showed a recovery, with shipments increasing by over 30% year-on-year in 2Q25, while automotive low-voltage shipments grew by 16-17% year-on-year [2] Modular Business and Product Development - The modular business continued to expand, with significant growth in automotive modules, particularly high-voltage distribution boxes, which saw nearly 200% year-on-year growth in shipments for 1H25 [3] - New products such as film capacitors, connectors, fuses, and current sensors are in the process of customer expansion and market introduction, awaiting further order releases [3] Profitability and Cost Management - In 2Q25, the company's gross margin improved to 34.7%, with a year-on-year increase of 0.03 percentage points and a quarter-on-quarter increase of 0.9 percentage points, benefiting from product structure optimization and increased revenue scale [3] - The company's expense ratio decreased to 15.3% in 2Q25, with year-on-year and quarter-on-quarter changes of -1.3 percentage points and -2.5 percentage points, respectively, primarily due to positive exchange rate effects on financial expenses [3] Earnings Forecast and Valuation - The company maintains its profit forecast for 2025 and 2026 at 1.926 billion yuan and 2.248 billion yuan, respectively, with a target price of 30.0 yuan, corresponding to P/E ratios of 17.9x and 15.3x for 2025 and 2026 [4] - The target price implies an upside potential of 27.1%, maintaining an outperform rating in the industry [4]