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2连板安彩高科:2025年第一季度公司光伏玻璃产品售价较上年同期下降约30%
news flash· 2025-05-20 10:16
2连板安彩高科:2025年第一季度公司光伏玻璃产品售价较上年同期下降约30% 智通财经5月20日电,安彩高科(600207.SH)公告称,公司股票于2025年5月16日、5月19日、5月20日连 续三个交易日内日收盘价格涨幅偏离值累计超过20%,属于股票交易异常波动情形。公司主营业务包括 光伏玻璃、浮法玻璃、药用玻璃和天然气业务。2024年公司光伏玻璃业务营业收入占公司总营业收入超 过60%。公司股价短期涨幅较大,截至2024年5月19日,根据中证指数有限公司网站发布的数据,非金 属矿物制品业的行业滚动市盈率为22.88,行业市净率为1.32;公司市净率为1.91,公司市净率明显高于 可比行业市净率水平。公司提醒广大投资者注意二级市场交易风险,理性决策,审慎投资。2025年第一 季度,受光伏行业市场影响,公司光伏玻璃产品售价较上年同期下降约30%,导致公司营业收入和利润 出现大幅下降。敬请广大投资者注意投资风险。 ...
宏观政策“组合拳”稳住核心CPI 专家:推动物价温和回升
Core Insights - The National Bureau of Statistics reported stable growth in key economic indicators for April, with notable attention on the Consumer Price Index (CPI) and Producer Price Index (PPI) [2] - April's CPI decreased by 0.1% year-on-year, while the core CPI, excluding food and energy prices, increased by 0.5%, indicating stability [2][4] - The PPI fell by 2.7% year-on-year, with a widening decline compared to the previous month, influenced by international energy price drops and external factors [2][5] Economic Analysis - The core CPI's stability suggests resilience in China's domestic demand market, providing room for further policy action [2][3] - The government's target for CPI growth by 2025 is around 2%, with current figures indicating a significant gap to this goal [2] - Analysts suggest that a combination of proactive fiscal policies and moderately loose monetary policies could help achieve a mild price recovery and support GDP growth of approximately 5% by 2025 [2][3] Price Trends - In April, the CPI increased by 0.1% month-on-month, reversing a previous downward trend, with seven out of eight categories of goods and services experiencing price increases [4] - Food prices saw a mixed trend, with some items like beef, lamb, seafood, and fresh fruits rising, while fresh vegetables and pork prices declined [4] - The PPI's decline is affecting industrial enterprise profitability, necessitating continued efforts to expand domestic demand and promote technological and industrial innovation [5][6] Future Outlook - The stability of CPI and core CPI reflects the vitality of China's domestic demand market, with expectations for gradual price recovery as policies continue to be implemented [7] - There is a need to address external shocks, particularly from international trade tensions, which could impact industrial product prices [7] - The government aims to enhance support for high-tech industries and promote industrial upgrades to strengthen economic resilience [7]
海南云麓建材有限公司成立,注册资本1000万人民币
Sou Hu Cai Jing· 2025-05-17 02:20
经营范围含一般经营项目:建筑材料销售;建筑装饰材料销售;建筑砌块销售;建筑砌块制造;建筑用 钢筋产品销售;木材加工;木材收购;木材销售;建筑用木料及木材组件加工;金属链条及其他金属制 品销售;五金产品批发;五金产品零售;金属制品销售;日用百货销售;日用品销售;日用品批发;劳 动保护用品销售;技术玻璃制品销售;水泥制品销售;石棉水泥制品销售;砼结构构件销售;金属矿石 销售;轻质建筑材料销售;建筑物清洁服务;建筑陶瓷制品销售;以自有资金从事投资活动;自有资金 投资的资产管理服务(经营范围中的一般经营项目依法自主开展经营活动,通过国家企业信用信息公示 系统(海南)向社会公示)(一般经营项目自主经营,许可经营项目凭相关许可证或者批准文件经营) (依法须经批准的项目,经相关部门批准后方可开展经营活动。) 企业名称海南云麓建材有限公司法定代表人刘政注册资本1000万人民币国标行业制造业>非金属矿物制 品业>石墨及其他非金属矿物制品制造地址海南省海口市国家高新技术产业开发区药谷工业园(一期) 科技大道17号裕科大厦五层南侧5G001室企业类型有限责任公司(非自然人投资或控股的法人独资)营 业期限2025-5-16至无固定期 ...
石英股份: 上海东方华银律师事务所关于江苏太平洋石英股份有限公司2024年年度股东大会之法律意见书
Zheng Quan Zhi Xing· 2025-05-16 10:16
| Hongqiao | | | | Rd.,Shanghai, | | | | --- | --- | --- | --- | --- | --- | --- | | 邮縖:200336 | | | P.C.: 200336 | | | | | 电话:+86 | 21 | 68769686 | Tel :+86 | | 21 | 68769686 | | 传真:+86 | 21 | 58304009 | Fax:+86 | | 21 | 58304009 | | 繑址:http://www.capitallaw.cn | | | | | Web:http://www.capitallaw.cn | | | 上海东方华银律师事务所 | | | | | | | | 关于江苏太平洋石英股份有限公司 | | | | | | | 之 法律意见书 上海东方华银律师事务所 CAPITALLAW&PARTNERS 上海市虹桥路 1591 号虹桥迎宾馆 34 号楼 Building34, Hongqiao State Guest House,1591 致:江苏太平洋石英股份有限公司 上海东方华银律师事务所(以下简称"本所") ...
惠丰钻石(839725) - 投资者关系活动记录表
2025-05-15 12:35
Group 1: Financial Performance - The company's operating revenue and net profit declined due to a sluggish domestic and international economic environment, along with fluctuations in upstream and downstream industries, leading to decreased product sales and price volatility [5] - In 2024, the sales revenue from cultivated diamonds was 3.9293 million yuan, with increased market competition and significant price fluctuations [9] Group 2: Business Composition - The company primarily engages in the research, production, and sales of synthetic diamond single crystal micro-powder and CVD diamond materials, with diamond micro-powder and crushed materials accounting for approximately 90% of its revenue, while other products contribute about 10% [6] Group 3: Strategic Investments - The investment in the subsidiary, Xuanfeng New Materials, aims to extend the industrial chain and promote upstream and downstream collaboration, as the subsidiary's products require the company's diamond micro-powder [7] Group 4: Future Plans - For 2025, the company plans to focus on diamond micro-powder as its main business, control costs, expand the market, innovate processes, and explore new applications for functional diamond products in sectors like semiconductors and optics [8]
四川金顶: 四川金顶(集团)股份有限公司2024年年度股东大会会议资料
Zheng Quan Zhi Xing· 2025-05-15 10:10
Core Viewpoint - The company is focusing on its core business of non-metallic mineral mining and processing, while also investing in new projects to enhance its operational efficiency and expand its market presence. Company Overview - Sichuan Jinding (Group) Co., Ltd. is engaged in the mining, processing, and sales of non-metallic minerals, primarily limestone and active calcium oxide [4][5][6]. - The company has a significant limestone mining resource in Emeishan, Sichuan, which is crucial for its production of cement and other industrial materials [11][12]. Financial Performance - The company achieved a revenue of 356.75 million yuan, an increase of 8.86% compared to the previous year [5]. - The net profit attributable to shareholders was -19.19 million yuan, a decrease in losses by 22.05% year-on-year [5]. - Limestone sales revenue reached 279.25 million yuan, reflecting a year-on-year increase of 63.92% [10]. Industry Context - The non-metallic mineral industry, particularly limestone, is highly cyclical and dependent on fixed asset investment, with demand fluctuating based on economic conditions [7][8]. - The demand for limestone is closely tied to the construction and cement industries, which are expected to recover as government policies stabilize the real estate market [13]. Strategic Initiatives - The company is actively pursuing the construction of new projects, including the comprehensive utilization of tailings and the establishment of an environmental building materials base in Luoyang [4][18]. - The implementation of a 5G smart mining project aims to enhance operational efficiency and safety in mining operations [4][20]. Future Outlook - The company plans to expand its product offerings and market reach by investing in energy-efficient equipment and enhancing its logistics capabilities [17][19]. - The focus on green and low-carbon technologies aligns with national policies promoting sustainable development and environmental protection [19][20].
1-4月浙江对共建“一带一路”国家 进出口增长7.4%
Mei Ri Shang Bao· 2025-05-14 22:24
商报讯(记者汤佳烨通讯员俞晶)随着共建"一带一路"倡议的不断推进,我国与共建国家间经贸合作硕果 累累,"中国制造"出口共建"一带一路"市场已成为浙江外贸发展亮点。据杭州海关统计,今年前4个 月,浙江省对共建"一带一路"国家进出口9794.9亿元,增长7.4%,占全省进出口总值的56%。 5月的浙江宝晶玻璃科技有限公司生产车间热火朝天,自动化生产线高速运转,经过工人们严格质检和 测试后,一批批冷柜玻璃门正整齐排列在成品区,准备发往共建"一带一路"国家市场。 "今年我们有新产品镍合金不锈钢管件出口卡塔尔,海关加工贸易政策满足了企业节约成本以及客户对 产品质量高要求的双向需求,为我们在共建'一带一路'国家开拓市场、获取订单奠定了坚实基础。"浙 江久立特材科技股份有限公司冯李彬介绍,在海关的指导下,企业采用加工贸易方式后,预计可节约经 营性成本近400万元。一季度,企业出口6.14亿元,同比增长2.9%。 为帮助辖区企业更好的融入"一带一路"合作"朋友圈",拓展多元化市场,杭州海关聚焦辖区内进出口企 业实际需求,通过"关长送政策上门"活动,持续优化政策服务供给,深化"一站式"通关服务,切实把海 关政策红利转变为服务企 ...
磁古里(深圳)文化控股有限公司成立,注册资本520万人民币
Sou Hu Cai Jing· 2025-05-13 16:31
经营范围含日用陶瓷制品制造;日用陶瓷制品销售;非金属矿物制品制造;非金属矿及制品销售;包装 服务;工艺美术品及礼仪用品销售(象牙及其制品除外);工艺美术品及礼仪用品制造(象牙及其制品 除外);模具制造;模具销售;颜料销售;项目策划与公关服务;企业形象策划;平面设计;广告设 计、代理;互联网销售(除销售需要许可的商品);图文设计制作;工业设计服务;软件开发;企业总 部管理;信息咨询服务(不含许可类信息咨询服务);技术服务、技术开发、技术咨询、技术交流、技 术转让、技术推广;组织文化艺术交流活动;会议及展览服务;国内贸易代理;数字内容制作服务(不 含出版发行);品牌管理;日用品销售。(除依法须经批准的项目外,凭营业执照依法自主开展经营活 动) 企业名称磁古里(深圳)文化控股有限公司法定代表人李一玮注册资本520万人民币国标行业制造业> 非金属矿物制品业>石墨及其他非金属矿物制品制造地址深圳市龙华区观澜街道桂花社区观光路1213号 嘉辉苑1栋G单元901企业类型有限责任公司(法人独资)营业期限2025-5-13至无固定期限登记机关 来源:金融界 序号股东名称持股比例1江西景德工创科技有限公司100% 天眼查App显 ...
南极星取得耐高温硅酸锆纳米纤维制备方法专利
Sou Hu Cai Jing· 2025-05-13 07:11
Group 1 - The National Intellectual Property Administration of China has granted a patent for a method of preparing high-temperature zirconium silicate nanofibers to multiple companies, including Shanghai Nanstar High-Tech Co., Ltd. and others [1][2] - Shanghai Nanstar High-Tech Co., Ltd. was established in 2023 with a registered capital of 5 million RMB and focuses on software and information technology services [1] - Tianjin Nanstar Insulation Materials Co., Ltd., founded in 2006, has a registered capital of 25 million RMB and specializes in non-metallic mineral products, holding 46 patents and participating in 58 bidding projects [1][2] Group 2 - Shanxi Nanstar New Materials Technology Co., Ltd. was established in 2022 with a registered capital of 10 million RMB, focusing on non-metallic mineral products and holding 5 patents [2] - Anhui Nanstar New Materials Technology Co., Ltd., founded in 2023, has a registered capital of 5 million RMB and is engaged in technology promotion and application services, with 5 patents and participation in 5 bidding projects [2]
索通发展(603612):阳极价格回升修复利润 后续产能有序扩张
Xin Lang Cai Jing· 2025-05-12 02:30
索通发展发布20 24年年报和2025年一季报公司2024 年实现营收137.5 亿元,同比-10.19%;实现归母净 利润2.72亿元,同比+137.69%。单25Q1 公司实现营收37.42 亿元,较24Q1同比+20.5%,较24Q4 环 比-2.31%;实现归母净利润2.44 亿元,同比+675.67%,环比+338.04%。 投资建议 我们预计公司2025-2027 年归母净利润分别为9.3/11.5/14.7 亿元(前值为2025-2026 年分别为7.8/12.6 亿 元),对应PE 分别为9/7/6 倍,维持"买入"评级。 风险提示 项目建设不及预期;原材料成本大幅波动;海外经营风险等 石油焦及预焙阳极价格回升,公司业绩拐点已现2024 年索通创新二期34 万吨和陇西索通30 万吨预焙阳 极项目达产,公司预焙阳极产/销量分别为326.45/331.69 万吨,较2023 年同比分别+10.25%/+11.35%。 公司24 年收入减少主要是受石油焦价格下行带动预焙阳极售价下降影响,2024 年山东预焙阳极售价 3703.93 元/吨,同比-20.85%,而2025 年以来石油焦及预焙阳极价格回 ...