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常州朗博密封科技股份有限公司2025年第一季度报告
Core Viewpoint - The company, Changzhou Langbo Sealing Technology Co., Ltd., reported a significant increase in revenue and net profit for the year 2024, reflecting a positive trend in the automotive industry and the company's strong market position in rubber sealing products. Group 1: Company Overview - The company operates in the automotive sealing industry, producing rubber sealing components primarily for automotive air conditioning systems, power systems, and braking systems [10][11]. - The company has established long-term relationships with major clients, including well-known domestic automotive air conditioning compressor manufacturers [10][11]. Group 2: Financial Performance - For the year 2024, the company achieved operating revenue of 231.37 million yuan, an increase of 17.45% year-on-year [15]. - The net profit attributable to shareholders was 27.92 million yuan, reflecting a year-on-year increase of 39.35% [15]. - The net profit after deducting non-recurring gains and losses was 24.59 million yuan, up 60.04% year-on-year [15]. Group 3: Industry Context - In 2024, China's automotive production and sales reached 31.28 million and 31.44 million units, respectively, marking a year-on-year growth of 3.7% and 4.5% [6][7]. - The production and sales of new energy vehicles surpassed 10 million units for the first time, with a year-on-year growth of 34.4% and 35.5% [8]. - The export of automobiles reached 5.86 million units, a year-on-year increase of 19.3% [9]. Group 4: Future Outlook - The automotive market is expected to continue its positive trend in 2025, supported by government policies aimed at stabilizing the economy and promoting technological innovation [5]. - The company plans to utilize part of its idle raised funds for cash management, aiming to enhance the efficiency of fund usage and generate additional returns for shareholders [16][20].
赛轮轮胎(601058):业绩符合预期,彰显龙头韧性
SINOLINK SECURITIES· 2025-04-29 03:12
坚持全球化战略,海外墨西哥和印尼基地稳步推进。过去几年海 外多个国家和地区对中国生产的多种轮胎产品加征关税、进行反 倾销调查或者提高准入门槛以限制中国轮胎出口。为更有效的应 对国际贸易壁垒,公司坚持全球化战略,目前已在青岛、潍坊、东 营、沈阳及越南、柬埔寨建有轮胎生产基地,并正在建设墨西哥、 印尼等生产基地。印尼基地规划了 300 万条半钢胎、60 万条全钢 胎和 3.7 万吨非公路轮胎,墨西哥基地规划了 600 万条半钢胎, 目前两大基地均在建设中,预计今年能够完工投产,完善公司全球 化布局的同时也将推动公司业绩增长。 事件 2025 年 4 月 28 日公司发布了 2024 年报和 2025 年 1 季报,2024 年全年营业总收入 318 亿元,同比增加 22.4%;归母净利润 40.6 亿元,同比增长 31.4%。2025 年 1 季度营业总收入 84 亿元,同比 增长 15.3%,环比增长 2.9%;归母净利润 10.4 亿元,同比增长 0.47%,环比增长 26.8%。 经营分析 轮胎产销量规模快速增长,成本压力下经营业绩仍然稳健。2024 年公司轮胎产量为 7481 万条,同比增长 27.6%; ...
海达股份(300320):Q1经营向好 盈利保持稳定
Xin Lang Cai Jing· 2025-04-29 02:50
Core Viewpoint - The company demonstrated strong revenue growth and improved profitability in Q1 2025, with a focus on expanding its automotive business and leveraging new opportunities in the market [1][2]. Financial Performance - Q1 2025 revenue reached 840 million, a year-on-year increase of 27.2% - Net profit attributable to shareholders was 53 million, up 30.3% year-on-year - Non-recurring profit was 52 million, reflecting a 30.5% year-on-year growth [1]. Profitability Analysis - Gross margin for Q1 was 17.5%, showing a slight decline of 0.2 percentage points year-on-year, primarily due to product mix effects - The period expense ratio was 9.2%, an increase of 1.4 percentage points year-on-year, with management and R&D expense ratios decreasing by 0.3 and 1.3 percentage points respectively - Other income increased by 4.34 million due to enhanced VAT input tax deductions, while asset impairment losses rose by 6.22 million due to increased inventory write-downs [2]. Business Development - The company is expanding its automotive sealing business, leveraging existing customer resources from sunroof sealing strips to enter the complete vehicle sealing systems market - Collaborations with major automotive manufacturers such as GAC, SAIC, Changan, Great Wall, and Li Auto are underway, indicating a potential growth trajectory for the complete vehicle sealing segment [2]. Strategic Partnerships - The company has developed a new short edge frame product for photovoltaic modules, which reduces aluminum material usage and costs - A long-term supply agreement with LONGi Green Energy for 8GW of short edge frame products is expected to drive significant growth from June 2025 to June 2027 [3]. R&D and Innovation - The company is continuously investing in R&D through various platforms, including national-level postdoctoral research stations and joint research labs with universities - New product developments include lightweight designs for convertible vehicles and waterproof sealing solutions for major infrastructure projects [4]. Investment Outlook - Projected net profits for 2025 and 2026 are estimated at 210 million and 300 million, corresponding to P/E ratios of 29 and 21 times [5].
三力士:2024年报净利润0.33亿 同比下降52.17%
Tong Hua Shun Cai Bao· 2025-04-28 18:16
前十大流通股东累计持有: 30883.76万股,累计占流通股比: 38.31%,较上期变化: -0.10万股。 一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益(元) | 0.0400 | 0.1000 | -60 | 0.0900 | | 每股净资产(元) | 3.57 | 3.37 | 5.93 | 3.36 | | 每股公积金(元) | 1.13 | 0.66 | 71.21 | 0.66 | | 每股未分配利润(元) | 1.31 | 1.62 | -19.14 | 1.62 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 8.94 | 9.3 | -3.87 | 8.89 | | 净利润(亿元) | 0.33 | 0.69 | -52.17 | 0.65 | | 净资产收益率(%) | 1.09 | 2.76 | -60.51 | 2.71 | 数据四舍五入,查看更多财务数据>> 二、前10名 ...
科创新源:2024年报净利润0.17亿 同比下降32%
Tong Hua Shun Cai Bao· 2025-04-28 17:15
前十大流通股东累计持有: 4575.25万股,累计占流通股比: 38.06%,较上期变化: 142.38万股。 | 名称 持有数量(万股) | | 占总股本比例 | 增减情况 | | --- | --- | --- | --- | | | | (%) | (万股) | | 深圳科创鑫华科技有限公司 | 2210.00 | 18.39 | 不变 | | 三亚荣盛业私募证券基金管理有限公司-荣盛亚商创星私 | | | | | 募证券投资基金 | 650.00 | 5.41 | 不变 | | 广州兴橙私募证券投资管理有限公司-兴橙昇橙1期私募 | | | | | 证券投资基金 | 632.16 | 5.26 | -185.80 | | 广发多因子混合 | 220.27 | 1.83 | 新进 | | 周东 | 208.14 | 1.73 | 不变 | | 苏州天利投资有限公司 | 169.73 | 1.41 | 不变 | | 银华数字经济股票发起式A | 150.40 | 1.25 | 新进 | | 广发瑞誉一年持有期混合A | 139.91 | 1.16 | 新进 | | 上海申和投资有限公司 | 105.00 ...
三维股份(603033) - 三维控股集团股份有限公司2024年第四季度主要经营数据公告
2025-04-28 10:13
1 主要产品 产量 销量 营业收入(元) 橡胶 V 带(A 米) 36,986,954.48 35,744,192.87 88,599,996.38 输送带(平方米) 8,504,830.07 9,792,034.46 295,209,141.81 聚酯切片(吨) 40,452.82 42,510.54 226,911,692.82 涤纶工业丝(吨) 28,132.73 27,110.21 209,248,563.60 BDO(吨) 55,903.49 59,072.19 405,805,617.74 电石(吨) 103,884.62 41,280.46 98,594,848.72 金额单位:万元 截止 2024 年 12 月 31 日,在手未签合同的中标通知书共计 3,691.88 万元。 2024 年第四季度主要经营数据公告 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。 证券代码:603033 证券简称:三维股份 公告编号:2025-022 三维控股集团股份有限公司(以下简称"公司")现将 2024 年第四季度主要 ...
三维股份(603033) - 2025-023+三维控股集团股份有限公司2025年第一季度主要经营数据公告
2025-04-28 10:13
证券代码:603033 证券简称:三维股份 公告编号:2025-023 三维控股集团股份有限公司 主要产品 产量 销量 营业收入(元) 橡胶 V 带(A 米) 26,441,561.51 25,756,737.07 63,583,081.70 输送带(平方米) 6,899,494.78 7,491,051.40 211,008,788.20 聚酯切片(吨) 33,865.32 28,661.60 158,782,800.33 涤纶工业丝(吨) 28,179.07 25,726.58 202,740,050.92 BDO(吨) 48,563.32 41,608.44 278,604,454.33 电石(吨) 77,959.96 22,861.24 50,554,684.91 金额单位:万元 截止 2025 年 3 月 31 日,在手未签合同的中标通知书共计 2,079.59 万元。 二、主要产品和原材料的价格变动情况 1、主要产品的价格变动情况(不含税) | | 产品销售平均售 | | 产品销售平均售 | | | | | --- | --- | --- | --- | --- | --- | --- | | 主 ...
三维股份:2024年报净利润-1.47亿 同比下降199.32%
Tong Hua Shun Cai Bao· 2025-04-28 09:38
一、主要会计数据和财务指标 前十大流通股东累计持有: 73653.36万股,累计占流通股比: 72.75%,较上期变化: -82.12万股。 | 名称 | 持有数量(万股) | 占总股本比例 | 增减情况(万 | | --- | --- | --- | --- | | | | (%) | 股) | | 叶继跃 | 37455.00 | 36.99 | 不变 | | 吴善国 | 14433.76 | 14.26 | 不变 | | 张桂玉 | 6492.30 | 6.41 | 不变 | | 上海赤钥投资有限公司-赤钥10号私募证券投资基 | | | | | 金 | 5158.40 | 5.09 | 不变 | | 叶继艇 | 3120.00 | 3.08 | 不变 | | 朱立锋 | 2182.36 | 2.16 | 478.12 | | 徐伟民 | 1455.55 | 1.44 | 310.44 | | 章道海 | 1262.35 | 1.25 | 不变 | | 叶双玲 | 1083.62 | 1.07 | 不变 | | 黄志强 | 1010.02 | 1.00 | 新进 | | | 较上个报告期退出前十大股东有 ...
朗博科技:2024年报净利润0.28亿 同比增长40%
Tong Hua Shun Cai Bao· 2025-04-28 08:48
| 名称 | 持有数量(万股) | 占总股本比例 | 增减情况(万 | | --- | --- | --- | --- | | | | (%) | 股) | | 戚建国 | 4500.00 | 42.45 | 不变 | | 范小凤 | 1200.00 | 11.32 | 不变 | | 常州市金坛君泰投资咨询有限公司 | 800.00 | 7.55 | 不变 | | 戚淦超 | 670.00 | 6.32 | 不变 | | 华楹控股集团有限公司 | 251.48 | 2.37 | 新进 | | 杨若和 | 108.36 | 1.02 | 7.72 | | 杨国成 | 73.97 | 0.70 | 不变 | | 赵立军 | 68.55 | 0.65 | 新进 | | 杨怀旭 | 68.00 | 0.64 | 不变 | | 刘欣 | 67.38 | 0.64 | 新进 | | 较上个报告期退出前十大股东有 | | | | | 常州朗博密封科技股份有限公司回购专用证券账户 | 95.00 | 0.90 | 退出 | | 徐青威 | 80.54 | 0.76 | 退出 | | 上海迎水投资管理有限公司-迎水长丰6号私募 ...
青岛双星股份有限公司关于收到深圳证券交易所恢复审核通知的公告
公司于2025年3月31日收到深交所中止审核通知,因公司本次交易申请文件中记载的财务资料已过有效 期,需要补充提交,按照《深圳证券交易所上市公司重大资产重组审核规则》的相关规定,深交所对公 司本次交易中止审核。具体内容详见公司于2025年4月2日披露于巨潮资讯网(www.cninfo.com.cn)上的 《关于收到深圳证券交易所中止审核公司发行股份购买资产并募集配套资金暨关联交易通知的公告》 (公告编号:2025-012)。 根据深圳证券交易所上市审核中心对审核问询函回复的进一步审核意见和要求,公司完成了对相关问题 的补充回复并更新了报告期财务数据,并向深交所提交了恢复审核申请。2025年4月25日,深交所同意 恢复审核本次重大资产重组事项。 公司本次交易事项尚需通过深交所审核,并取得中国证券监督管理委员会同意注册的决定后方可实施。 该事项能否审核通过、予以注册,以及最终审核通过、予以注册的时间仍存在不确定性。公司将根据审 核进展情况及时履行信息披露义务,敬请广大投资者注意投资风险。 特此公告。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000599 证券简称:青岛双星 公告编号:2025- ...