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深 赛 格:碲化镉薄膜业务目前已在新的大规模应用场景(福州机场T2航站楼BIPV项目)实现项目落地
Mei Ri Jing Ji Xin Wen· 2026-01-05 11:25
每经AI快讯,有投资者在投资者互动平台提问:公司碲化镉薄膜业务实现盈亏平衡和规模化盈利的具 体时间表和关键里程碑是什么? 深赛格(000058.SZ)1月5日在投资者互动平台表示,尊敬的投资者,您好!公司碲化镉薄膜业务正在 持续推动技术迭代,并积极拓展其在多元场景下的应用,目前已在新的大规模应用场景(福州机场 T2 航站楼BIPV项目)实现项目落地,进一步验证了产品的可靠性和解决方案的可行性,为后续规模化拓 展奠定基础。感谢您的关注。 (文章来源:每日经济新闻) ...
雅博股份:公司自2009年参与上海虹桥机场光伏项目后,逐步拓展新能源EPC
(编辑 袁冠琳) 证券日报网12月25日讯 ,雅博股份在接受投资者提问时表示,公司自2009年参与上海虹桥机场光伏项 目后,逐步拓展新能源EPC。目前除工程业务外,还通过参股方式布局BIPV(建筑光伏一体化)和储 能领域。 ...
港澳“稳”海外“增”,中国建筑兴业(0830.HK)推进BIPV撬动万亿绿建市场
Ge Long Hui· 2025-08-19 14:55
Core Viewpoint - The company reported strong financial performance for the first half of 2025, driven by high-quality curtain wall projects, with a revenue of HKD 3.338 billion and a net profit attributable to shareholders of HKD 386 million, reflecting a gross margin of 17.62% [1] Financial Performance - Revenue for the first half of 2025 was HKD 3.338 billion, with a net profit of HKD 386 million [1] - The gross margin improved to 17.62%, maintaining a leading position in the industry [1] - The company declared an interim dividend of HKD 0.05 per share, with a payout ratio of 29.2% [1] - The debt-to-asset ratio improved to 74.8%, with cash and cash equivalents amounting to HKD 824 million and a current ratio of 1.37 [1] Market Position and Expansion - The company continues to solidify its leading position in the Hong Kong and Macau markets, capturing significant projects and increasing market share to nearly 60% [3] - The Hong Kong real estate market shows strong recovery potential, supported by policy changes and increased demand from mainland buyers [3] - In mainland China, the company has secured high-profile projects with clients like Swire Properties and Huawei, establishing long-term partnerships [4] - In Singapore, the company has won three new projects, including a significant BIPV project at Changi Airport, indicating strong growth potential in the high-end curtain wall market [5] BIPV Business Development - The company is actively pursuing the BIPV (Building-Integrated Photovoltaics) market, aligning with national carbon reduction goals and expanding into the green building sector [7] - Recent projects include the largest BIPV project globally at Shenzhen Huafa Ice and Snow World, with a contract value exceeding HKD 100 million [7] - The company plans to implement BIPV projects worth no less than HKD 10 billion in Kunshan over the next five years, enhancing market share [7] - BIPV technology is gaining traction due to supportive policies and innovation, with significant growth expected in the coming years [8][10] Long-term Outlook - The BIPV business is expected to benefit from policy support, product innovation, and market demand, presenting substantial growth opportunities [8][10] - The global BIPV market is projected to reach a scale of 201.1 GW by 2028, with a market value of approximately HKD 995.7 billion [9] - The company is well-positioned to capitalize on the growing demand for green buildings, leveraging its technological advantages and strong brand reputation [12][13]
精工钢构(600496) - 精工钢构关于2025年第二季度经营数据的公告
2025-07-08 08:45
长江精工钢结构(集团)股份有限公司 | 股票简称:精工钢构 | 股票代码:600496 | 编号:临 2025-081 | | --- | --- | --- | | 转债简称:精工转债 | 转债代码:110086 | | 注:公司目前无已签订尚未执行的重大项目。本公告所涉及数据尾数差异系四舍五入 造成。 长江精工钢结构(集团)股份有限公司 关于 2025 年第二季度经营数据的公告 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个别及连带责任。 一、业务签约及销量情况 2025 年 1-6 月,公司(包括控股子公司)共新签合同 360 项,累计合同金额 125.1 亿元,同比增长 2.2%。2025 年 4-6 月,公司(包括控股子公司)共新签合 同 191 项,累计合同金额 63.7 亿元,同比增长 3.7%。 2025 年 1-6 月,公司钢结构销量 83.5 万吨,同比增长 47.0%,其中 4-6 月钢 结构销量 45.0 万吨,同比增长 63.6%。 二、具体业务发展情况 单位:亿元 | | | | 2025 年 | 1-6 ...
中国建筑兴业(0830.HK)24年财报:港澳市场龙头地位稳固,布局BIPV蓝海成长可期
Ge Long Hui· 2025-03-18 08:33
Core Viewpoint - China State Construction International Holdings Limited (0830.HK) has demonstrated strong performance in its 2024 financial report, solidifying its leading position in the curtain wall industry, particularly in the Hong Kong and Macau markets, while also exploring growth opportunities in the BIPV (Building Integrated Photovoltaics) sector [1][2][11]. Financial Performance - The company reported a revenue of HKD 8.102 billion for 2024, with curtain wall revenue from Hong Kong and Macau reaching HKD 4.968 billion, reflecting a year-on-year growth of 8.4% [1]. - Net profit for the year was HKD 650 million, showing a significant increase of 12.0% compared to the previous year, with a net profit margin rising from 6.7% in 2023 to 8.0% in 2024 [1]. Market Position and Growth - In the Hong Kong market, despite challenges in the real estate sector, the company secured several key projects, achieving a market share of over 50% [3]. - The Macau market is experiencing economic recovery, with a GDP growth of 8.8% in 2024, which is expected to benefit the company as it capitalizes on opportunities from major entertainment enterprises [3][4]. - The company has also made significant inroads in the Singapore market, winning two projects in its first year and obtaining L5 qualification, which expands its bidding capabilities [5]. Strategic Focus on BIPV - The company is actively engaging in the BIPV sector, which aligns with national goals for carbon neutrality and green building initiatives. It has successfully completed multiple projects in this area, enhancing its market presence [7][8]. - The government has introduced various policies to support BIPV development, indicating a favorable environment for the company's growth in this segment [9][10]. - The BIPV market presents substantial growth potential, with an estimated annual renovation and new construction area exceeding 1.2 billion square meters, translating to a potential installation capacity of 240 million kilowatts [10]. Future Outlook - The company is well-positioned to leverage its technological advancements and market strategies to capture growth in both the curtain wall and BIPV markets, indicating a promising trajectory for future performance [11].