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鑫科材料获融资买入0.93亿元,近三日累计买入3.63亿元
Jin Rong Jie· 2025-08-23 00:22
8月22日,沪深两融数据显示,鑫科材料获融资买入额0.93亿元,居两市第348位,当日融资偿还额0.96 亿元,净卖出322.25万元。 最近三个交易日,20日-22日,鑫科材料分别获融资买入1.56亿元、1.14亿元、0.93亿元。 融券方面,当日融券卖出0.00万股,净卖出0.00万股。 ...
博迁新材2025年中报简析:营收净利润同比双双增长,盈利能力上升
Zheng Quan Zhi Xing· 2025-08-22 22:16
据证券之星公开数据整理,近期博迁新材(605376)发布2025年中报。截至本报告期末,公司营业总收 入5.19亿元,同比上升18.3%,归母净利润1.06亿元,同比上升93.34%。按单季度数据看,第二季度营 业总收入2.69亿元,同比上升12.71%,第二季度归母净利润5765.54万元,同比上升47.84%。本报告期 博迁新材盈利能力上升,毛利率同比增幅51.57%,净利率同比增幅63.43%。 本次财报公布的各项数据指标表现尚佳。其中,毛利率33.18%,同比增51.57%,净利率20.35%,同比 增63.43%,销售费用、管理费用、财务费用总计2890.51万元,三费占营收比5.57%,同比增17.54%,每 股净资产6.12元,同比增0.98%,每股经营性现金流0.46元,同比减34.8%,每股收益0.4元,同比增 90.48% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 4.38亿 | 5.19/Z | 18.30% | | 归母净利润(元) | 5457.74万 | 1.06亿 | 93.3 ...
索通发展(603612):半年报点评:二季度业绩表现亮眼,预焙阳极盈利能力环比继续提升
Guoxin Securities· 2025-08-22 08:07
证券研究报告 | 2025年08月22日 索通发展(603612.SH)——半年报点评 优于大市 二季度业绩表现亮眼,预焙阳极盈利能力环比继续提升 公司发布半年报:上半年实现营收 83.06 亿元,同比+28.28%;实现归母净 利润 5.23 亿元,同比+1568.52%。公司于 25Q2 实现营收 45.64 亿元,环比 +21.97%;实现归母净利润 2.79 亿元,环比+14.00%。公司二季度业绩落在 此前业绩预告偏上限的位置,业绩表现亮眼,尤其是在二季度石油焦和预焙 阳极价格有所调整的背景下,单吨预焙阳极利润环比还有所提升。 预焙阳极产能及产销量数据方面:公司目前预焙阳极总产能 346 万吨。今年 上半年,公司实现预焙阳极产量 176.05 万吨,同比+12.23%,实现预焙阳极 销量 169.01 万吨,同比+9.82%,其中出口销售 44.56 万吨,同比+13.18%, 国内销售 124.45 万吨,同比+8.66%。预计公司预焙阳极将会保持满产满销 的状态。 | 证券分析师:刘孟峦 | 证券分析师:杨耀洪 | | --- | --- | | 010-88005312 | 021-60933 ...
博迁新材:子公司拟投资约2.97亿元建设超细镍粉扩产项目
Xin Lang Cai Jing· 2025-08-21 09:21
Core Viewpoint - The company plans to invest approximately 297 million yuan in expanding its production capacity for ultra-fine nickel powder, driven by the growing demand for small particle size high-end nickel powder due to the trends in MLCC miniaturization and ultra-high capacity [1] Investment Details - The investment will be executed through two subsidiaries: Ningbo Guangqian Electronic Materials Co., Ltd. and Jiangsu Guangyu Energy Storage Materials Co., Ltd. [1] - The planned investment for Ningbo Guangqian Electronic Materials Co., Ltd. is about 127 million yuan, while Jiangsu Guangyu Energy Storage Materials Co., Ltd. will invest approximately 170 million yuan [1] Approval Process - The investment has been approved by the company's third board of directors' twentieth meeting and does not require submission for shareholder approval [1]
博迁新材:子公司新建超细镍粉扩产项目
Xin Lang Cai Jing· 2025-08-21 09:13
博迁新材公告,子公司宁波广迁电子材料有限公司计划投资约1.27亿元,江苏广豫储能材料有限公司计 划投资约1.7亿元,分别实施超细镍粉扩产项目。项目实施地点分别为宁波市海曙区和宿迁市高新技术 开发区。项目建设周期预计12个月,建成后将分别新增年产600吨超细镍粉产线。此次投资旨在提升公 司产能,优化产品结构,增强盈利能力和可持续发展能力。 ...
收评:沪指微涨创指跌0.47% 油气开采及服务板块领涨
Zhong Guo Jing Ji Wang· 2025-08-21 07:37
Market Overview - The A-share market experienced a mixed performance with the Shanghai Composite Index closing at 3771.10 points, up by 0.13%, while the Shenzhen Component Index fell by 0.06% to 11919.76 points, and the ChiNext Index decreased by 0.47% to 2595.47 points [1] Sector Performance Gaining Sectors - The oil and gas extraction and services sector led the gains with an increase of 2.36%, achieving a total trading volume of 1259.12 million hands and a turnover of 81.23 billion [2] - The internet e-commerce sector rose by 1.82%, with a trading volume of 789.03 million hands and a turnover of 87.40 billion [2] - The beauty care sector saw an increase of 1.40%, with a trading volume of 420.32 million hands and a turnover of 93.94 billion [2] Declining Sectors - The metal new materials sector experienced the largest decline at -2.23%, with a trading volume of 945.04 million hands and a turnover of 174.11 billion [2] - The electronic chemicals sector fell by 2.19%, with a trading volume of 1052.84 million hands and a turnover of 216.09 billion [2] - The electrical machinery sector decreased by 2.09%, with a trading volume of 846.48 million hands and a turnover of 203.08 billion [2]
博威合金(601137):25H1归母净利润同增6%,美国光伏产能有序推进
Guoxin Securities· 2025-08-20 13:50
Investment Rating - The investment rating for the company is "Outperform the Market" [6][4][30] Core Views - The company achieved a revenue of 10.221 billion yuan in the first half of 2025, representing a year-on-year increase of 15.21%, and a net profit attributable to shareholders of 676 million yuan, up 6.05% year-on-year [10][4] - The copper alloy product sales increased by 11% year-on-year, with a total sales volume of 126,000 tons in the first half of 2025, completing 90% of the annual target [22][2] - The new energy segment saw a profit increase of 4% year-on-year, with a total sales volume of 1,017 MW in the first half of 2025, reflecting a 4.5% increase [28][3] Summary by Sections Financial Performance - In the first half of 2025, the company reported a revenue of 10.221 billion yuan, a net profit of 676 million yuan, and a non-recurring net profit of 655 million yuan, with respective year-on-year growth rates of 15.21%, 6.05%, and 7.88% [10][4] - The second quarter of 2025 saw a revenue of 5.257 billion yuan, a net profit of 359 million yuan, and a non-recurring net profit of 349 million yuan, with year-on-year changes of +19.94%, -4.17%, and -2.02% [10][4] Product Sales - The copper alloy new materials segment achieved a sales volume of 126,000 tons in the first half of 2025, with a revenue of 7.935 billion yuan, marking a year-on-year increase of 23.83% [22][2] - The sales volume of copper alloy products included 56,000 tons of bars, 15,000 tons of wires, 36,000 tons of strips, and 18,000 tons of precision fine wires, with respective year-on-year growth rates of 11.8%, 2.6%, 11.9%, and 14.9% [22][2] New Energy Segment - The new energy segment reported a revenue of 2.170 billion yuan in the first half of 2025, down 10.10% year-on-year, but the net profit increased to 442 million yuan, up 3.96% year-on-year [28][3] - The company is advancing its projects in the U.S., including a 2 GW N-type component project that began trial production in April 2025, and a new 1 GW N-type component project expected to start trial production in August 2025 [28][3] Future Projections - The company maintains its profit forecast, expecting revenues of 20.615 billion yuan, 23.683 billion yuan, and 24.020 billion yuan for 2025, 2026, and 2027, respectively, with year-on-year growth rates of 10.50%, 14.89%, and 1.42% [30][4] - The projected net profit for the same years is 1.390 billion yuan, 1.496 billion yuan, and 1.678 billion yuan, with growth rates of 2.70%, 7.60%, and 12.21% [30][4]
博威合金(601137):25年半年报业绩点评:公司25H1表现亮眼,高端战略下新材料吨净利显著增长
Western Securities· 2025-08-20 08:12
Investment Rating - The investment rating for the company is "Buy" [6][11] Core Insights - The company reported a revenue of 10.221 billion yuan for the first half of 2025, representing a year-on-year increase of 15.21%, with a net profit attributable to the parent company of 676 million yuan, up 6.05% year-on-year [2][4] - The new materials segment achieved a revenue of 7.935 billion yuan in the first half of 2025, a year-on-year increase of 23.83%, with a net profit of 234 million yuan, up 10.21% year-on-year [3][4] - The new energy segment reported a revenue of 2.170 billion yuan, down 10.10% year-on-year, but net profit increased by 3.96% to 441 million yuan [3][4] Financial Performance Summary - In Q1 2025, the company achieved a revenue of 4.964 billion yuan, up 10.59% year-on-year, and a net profit of 317 million yuan, up 20.64% year-on-year [2][4] - In Q2 2025, the revenue was 5.257 billion yuan, a year-on-year increase of 19.94%, while net profit was 359 million yuan, down 4.17% year-on-year [2][4] - The new materials and new energy segments accounted for 78.53% and 21.47% of total revenue, respectively [2] Profit Forecast - The company expects significant profit growth in the new materials segment due to an increase in high-end product sales, with projected EPS for 2025, 2026, and 2027 at 1.97, 2.05, and 2.21 yuan, respectively [4][5] - The projected P/E ratios for 2025, 2026, and 2027 are 13.4, 12.9, and 11.9 times, respectively [4][5] Key Data - The company’s revenue is projected to reach 24.455 billion yuan in 2025, with a growth rate of 31.1% [5] - The net profit attributable to the parent company is expected to be 1.6 billion yuan in 2025, reflecting an 18.2% growth rate [5] - The company’s cash and cash equivalents are projected to increase to 3.882 billion yuan by 2025 [10]
江西江南新材料科技股份有限公司股票交易异常波动公告
Core Viewpoint - Jiangxi Jiangnan New Materials Technology Co., Ltd. experienced a significant stock price fluctuation, with a cumulative closing price deviation exceeding 20% over three consecutive trading days in August 2025 [2][4]. Group 1: Stock Trading Anomaly - The company's stock price increased significantly on August 15, 18, and 19, 2025, leading to a cumulative price deviation of over 20%, which is classified as an abnormal trading situation according to the Shanghai Stock Exchange rules [2][4]. - The company has conducted a self-examination and confirmed that there are no undisclosed significant information related to the stock price fluctuation [5][6]. Group 2: Company Operations - The company is primarily engaged in the research, production, and sales of copper-based new materials, and its production and operational conditions are reported to be normal without any significant changes [5]. - There are no major events such as asset restructuring, share issuance, or significant business cooperation that could impact the stock price [6][8]. Group 3: Market Sentiment and Information Disclosure - The company has not identified any media reports or market rumors that require clarification or response [7]. - There are no other significant events that could impact the stock price, and the company's major stakeholders have not engaged in buying or selling shares during the period of stock price fluctuation [8].
【有色】电碳价格连续1个月上涨,铑价格连续2个月上涨——金属新材料高频数据周报(250811-0817)(王招华/马俊/王秋琪)
光大证券研究· 2025-08-18 23:05
军工新材料:铼粉价格上涨 (1)本周电解钴价格26.00 万元/吨,环比+0%。本周电解钴和钴粉价格比值0.88 ,环比-1.0%;电解 钴和硫酸钴价格比值为4.98 ,环比-0.1%。(2)碳纤维本周价格83.8元/千克,环比+0%。毛利-8.68 元/千克。 新能源车新材料:锂精矿价格上涨 (1)本周Li2O 5%锂精矿中国到岸价864美元/吨,环比 +29.15%。(2)本周电碳、工碳和电池级氢 氧化锂价格分别为7.55 、7.33 和7.04 万元/吨,环比+5.1%、+5.17%和+7.2%。电碳与工碳价差为 2024年11月以来新低,或代表锂电景气度相较工业领域有所减弱。(3)本周硫酸钴价格5.20 万元/吨, 环比+1.96%。(4)本周磷酸铁锂、523型正极材料价格分别为3.43 、11.45 万元/吨,环比+5.05%、 +2.7%。(5)本周氧化镨钕价格557.62 元/公斤,环比+6.9%。 点击注册小程序 查看完整报告 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户, ...