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开创电气(301448) - 301448开创电气投资者关系管理信息20250704
2025-07-04 10:48
Group 1: Company Performance - The company achieved a revenue growth of 42.77% year-on-year in 2024, with a net profit increase of 36.92% [1] - The company has established a new lithium battery garden development team and a quality product development team in addition to its existing power tool technology team [1] Group 2: Vietnam Production Base - The Vietnam production base has an annual capacity of 800,000 handheld electric tools and accessories, which currently cannot fully cover orders from U.S. customers [2] - Core components such as motors and injection molded parts are produced in Vietnam to comply with U.S. customs requirements for origin certification [2] - The Vietnam base benefits from a tax exemption policy for the first four years, followed by a 50% reduction for the next nine years [2] - As of now, the Vietnam production base employs approximately 160 people, with capacity utilization gradually increasing as production ramps up [2] Group 3: E-commerce Business - The e-commerce business accounts for 13.54% of total revenue, with a gross margin of 58.22% (excluding Amazon platform commissions and delivery fees) [2]
【私募调研记录】瑞丰汇邦调研维力医疗
Zheng Quan Zhi Xing· 2025-07-01 00:08
机构简介: 根据中国基金业协会于 2016 年7 月15日发布的私募投资基金合同指引1号》,对已经存续的私募证券投资 基金且基金合同内容不符合《指引》要求的,应当在规定限期内予以调整。根据《指引》等法律法规,经 与基金托管人协商一致,珠海市瑞丰汇邦资产管理有限公司对旗下瑞丰汇邦信达澳银瑞富1号证券投资基 金的《瑞丰汇邦信达澳银瑞富1号证券投资基金基金合同》相关条款进行修订。本次《基金合同》修订 的内容涵盖基金预警线、调整线、止损线的调整。具体修订内容详见公告附件。本次《基金合同》修订 系因相关法律法规发生变动而进行,且对现有基金份额持有人的利益无实质性影响,根据《基金合同》的 约定,不需要召开基金份额持有人大会。本次《基金合同》修订已经过本基金管理人与基金托管人协商 一致并将报监管机构备案。修订后的《基金合同》自本公告发布之日起生效。特此公告。 根据市场公开信息及6月30日披露的机构调研信息,知名私募瑞丰汇邦近期对1家上市公司进行了调研, 相关名单如下: 1)维力医疗 (珠海市瑞丰汇邦私募基金管理有限公司参与公司特定对象调研&现场参观) 调研纪要:为应对国内医疗耗材集采、海外大客户业务不断增长的产能需求,以及 ...
爱迪特(301580) - 301580爱迪特投资者关系管理信息20250523
2025-05-23 09:34
Group 1: Company Growth and Market Strategy - The company aims to enhance its industry position through technological innovation and digital transformation in the dental sector, focusing on external growth opportunities via investments and acquisitions [1] - The long-term outlook for the dental digital equipment business is positive, driven by factors such as aging population, rising economic levels, and increased awareness of oral care, indicating a broad market potential [2] Group 2: Revenue and Market Distribution - In the first half of 2024, domestic revenue accounted for 41.22%, highlighting the significant growth potential and policy support in the Chinese market, which serves as a foundation for global expansion [3] - The company has a balanced distribution of sales across over 100 countries and regions, including Europe, North America, Asia, South America, and Australia, which helps mitigate risks associated with reliance on a single market [3] Group 3: Production and Operational Preparedness - The company has established a production base in South Korea after acquiring a controlling stake in a local firm, primarily for the production of implant systems [4] - Ongoing automation upgrades in production lines are aimed at ensuring stable product supply and manageable operational costs for overseas production bases [4]
证券代码:603309 证券简称:维力医疗 公告编号:2025-035
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-05-21 23:43
重要内容提示: ● 投资标的名称:印尼孙公司(尚未成立),公司名称以当地相关部门最终注册核准的名称为准,以下 简称"印尼孙公司"。 ● 交易简要内容:广州维力医疗器械股份有限公司(以下简称"公司")拟通过全资子公司WELL LEAD GLOBAL LIMITED(維力環球有限公司)作为出资主体,与公司董事长、实际控制人向彬先生共同投 资设立印尼孙公司,并投资建设印尼生产基地,项目总投资500亿印尼盾(折合人民币约2,000万人民 币,实际投资金额以相关主管部门批准金额为准),其中維力環球有限公司出资475亿印尼盾,持股 95%,向彬出资25亿印尼盾,持股5%。 ● 本次对外投资涉及与公司董事长、实际控制人向彬先生共同投资,构成关联交易,但不构成《上市公 司重大资产重组管理办法》规定的重大资产重组。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 ● 本事项已经公司第五届董事会第十五次会议审议通过,关联董事向彬已回避表决,无需提交公司股东 大会审议。 ● 相关风险提示:本次投资尚需履行国内境外投资备案手续或审批,以及印尼当地投资 ...
大叶股份(300879) - 2025年5月14日投资者关系活动记录表
2025-05-14 09:50
证券代码:300879 证券简称:大叶股份 宁波大叶园林设备股份有限公司 投资者关系活动记录表 编号:2025-002 投资者关系活动类别 √特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 □ 其他 (电话会议) 参与单位名称及 人员姓名 财通证券:于健 浦泓投资:彭聪 华安基金:孔涛 博道基金:吴子卓 时间 2025 年 5 月 14 日 (周三) 上午 10:30-12:00 地点 浙江省余姚市锦凤路 58 号三楼会议室 上市公司接待人员姓名 董事长、总经理 叶晓波 董事会秘书 吴军 财务负责人 吴伯凡 证券事务代表 王俊男 投资者关系活动主要 内容介绍 风险提示:本次调研信息中如涉及对外部环境判断、公司发展战略、未来计划等描 述,不构成公司对投资者的实质承诺,投资者及相关人士均应对此保持足够的风险 认识。敬请广大投资者理性投资,注意投资风险。 一、投资者提问及回复 1、美国与墨西哥之间有没有关税? 答:目前根据《美墨加协定》要求以及相关政策和法律规定,公司产品不加征关税。 2、新收购的 AL-KO 公司的基本情况? 答:AL-KO 公司是一家欧洲知 ...
海泰新光(688677):去库结束收入恢复增长,未来增长值得期待
Xinda Securities· 2025-04-30 13:27
证券研究报告 公司研究 [Table_ReportType] 公司点评报告 [Table_StockAndRank] 海泰新光(688677) 投资评级 [Table_Author] 唐爱金 医药行业首席分析师 执业编号:S1500523080002 邮 箱:tangaijin@cindasc.com 曹佳琳 医药行业分析师 执业编号:S1500523080011 邮 箱:caojialin@cindasc.com 相关研究 [Table_OtherReport] 业绩短期承压,大客户去库尾声,拐点 将至 整机放量增长,受降库影响,业绩阶段 性承压 收入增长短期承压,静待整机放量 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅大厦B 座 邮编:100031 [Table_Title] 去库结束收入恢复增长,未来增长值得期待 [Table_ReportDate] 2025 年 04 月 30 日 [Table_S 事件:公司发布 ummary]2024 年年报和 2025 年一季报,2024 年实现营业收入 4.43 亿元(yoy-5.90%),归 ...
天益医疗(301097) - 301097天益医疗投资者关系管理信息20250429
2025-04-29 13:17
证券代码:301097 证券简称:天益医疗 宁波天益医疗器械股份有限公司 投资者关系活动记录表 编号:2025-001 | 投资者关系活动类别 | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他(请文字说明其他活动内容) | | 参与单位名称及人员姓名 | 线上参与公司2024年年度报告业绩说明会的投资者 | | 时间 | 2025年04月29日 15:00-17:00 | | 地点 | 价值在线(https://www.ir-online.cn/)网络互动 | | 上市公司接待人员姓名 | 董事长、总经理 吴志敏 | | | 独立董事 刘起贵 | | | 副总经理、财务总监 邵科杰 | | | 副总经理、董事会秘书 李孟良 | | | 1.贸易摩擦是否会对或者已经对公司业绩产生重大负面影响? 答:2024年度,公司外销占比约为38%,部分产品的终端市场为 | | 投资者关系活动主要内容 | 美国,关税政策暂未对公司2024年度已完成订单及业务产生重大影 | | | 响,公司目前已 ...
永艺股份(603600):新客户新渠道加快放量,25Q1业绩持续增长
Huaan Securities· 2025-04-26 13:56
Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company reported a revenue of 4.749 billion yuan in 2024, representing a year-on-year growth of 34.22%, while the net profit attributable to the parent company was 296 million yuan, a slight decline of 0.56% year-on-year. In Q4 2024, the revenue reached a historical high of 1.359 billion yuan, with a year-on-year increase of 30.94%, but the net profit decreased by 17.67% year-on-year. In Q1 2025, the revenue was 1.01 billion yuan, up 17.93% year-on-year, and the net profit increased by 34.81% year-on-year [3][4] Summary by Sections Financial Performance - In 2024, the company achieved revenues of 4.749 billion yuan, with a year-on-year growth of 34.22%. The net profit attributable to the parent company was 296 million yuan, down 0.56% year-on-year. The Q4 2024 revenue was 1.359 billion yuan, up 30.94% year-on-year, while the net profit was 71 million yuan, down 17.67% year-on-year. For Q1 2025, the revenue was 1.01 billion yuan, up 17.93% year-on-year, and the net profit was 58 million yuan, up 34.81% year-on-year [3][4] Sales Growth - The company experienced sustained high demand with new customers, channels, and projects accelerating. In 2024, the revenue from various product lines included office chairs (3.416 billion yuan), sofas (645 million yuan), massage chairs (240 million yuan), and others, showing significant year-on-year growth rates [4] Strategic Investments - The company is strategically investing in building its own brand and developing new businesses, which has temporarily impacted the net profit margin. The gross margin for 2024 was 21.64%, down 1.24 percentage points year-on-year. The net profit margin was 6.24%, down 2.18 percentage points year-on-year [5] International Expansion - The company has established two overseas production bases in Vietnam and Romania, enhancing its competitive advantage. The Vietnam base has been operational since 2018, while the Romania base began production in 2023, supporting the company's ability to meet global customer demands [6][7] Future Outlook - The company is transitioning from a primarily export-oriented model to a balanced approach of domestic and international sales, along with a focus on its own brand. Revenue projections for 2025-2027 are 5.625 billion yuan, 6.425 billion yuan, and 7.116 billion yuan, respectively, with corresponding net profits of 363 million yuan, 439 million yuan, and 518 million yuan [8][10]