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研报掘金丨太平洋:维持长盈精密“买入”评级,人形机器人进度加快
Ge Long Hui A P P· 2025-09-02 09:41
格隆汇9月2日|太平洋证券研报指出,长盈精密2025H1实现归母净利润3.06亿元,同比减少29.37%, 业绩符合预期,消费电子、新能源领域稳健增长,人形机器人产能建设加快。在人形机器人领域,得益 于公司提前布局,2025年上半年海外人形机器人零件实现收入超过3,500万元,而2024年全年仅为1,011 万元。除此外,报告期内公司还取得了多个国产人形机器人品牌的量产订单。在全球能源转型与绿色发 展的大背景下,新能源行业将持续保持高速增长与创新变革的趋势。在具身智能人形机器人领域,受生 成式人工智能和大语言模型的催化,已经进入商业化应用阶段,有望成为继计算机、智能手机、新能源 汽车之后的颠覆性产品,将深刻变革人类生产生活方式。维持公司"买入"评级。 ...
海得控制(002184) - 002184海得控制投资者关系活动记录表20250902
2025-09-02 09:40
证券简称:海得控制 证券代码:002184 2025 年 9 月 2 日投资者关系活动记录表 答:公司主营业务涵盖工业电气自动化业务、工业信息化业务、新能源业务 等三大板块。业务分别是为设备制造商的自动化与智能化生产场景提供综合的产 品解决方案和技术服务、为工厂和基础设施领域的数字化与智能化提供系统解决 方案、利用同属自动化领域范畴的电力电子技术为新能源电力及源网荷储提供专 用设备及系统等。 2、公司半年度的经营状况如何? 答:2025年半年度,公司营业收入1,280,216,777.01元,同比增长15.91%;净 利润11,060,894.01元,同比增长234.32%;扣非净利润-5,929,773.07元,同比减亏 78.72%。 其中,工业电气自动化业务实现营业收入683,996,074.99元,占营业收入比 重为53.43%。 工业信息化业务实现营业收入184,019,301.28元,占营业收入比重为14.37%。 新能源业务总体实现营业收入412,201,400.74元,占营业收入比重为32.20%。 其中,变流器业务因政策波动及市场快速变动等原因,营业收入下降;储能业务 营业收入上升。 编号: ...
科士达(002518) - 2025年9月1日-2日投资者关系活动记录表
2025-09-02 09:40
| ☑ | 特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系活动 | □媒体采访 | 业绩说明会 | | 类别 | □新闻发布会 | □路演活动 | | | □现场参观 | | | | 其他 (投资者网上说明会) | | | 参与单位名称及 | 国联民生、中邮基金、中信建投、东吴证券 | | | 人员姓名 | | | | 时间 2025 | 年 9 月 1 日-2 日 | | | 地点 | 公司会议室 | | | 上市公司接待人 | 副总经理、董事会秘书:范涛先生 | | | | 证券事务代表:张莉芝女士 | | | 员姓名 | 证券事务专员:金玉琳女士 | | | | 首先,对公司情况进行了简单介绍,然后开始投资者交流环节。 | | | | 投资者提问:公司数据中心业务国内海外市场开拓情况? | | | | 回答:AI技术的发展推动的是全球范围内的数据中心基建热潮, | | | | 国内海外发展潜力均大。公司布局全球业务,当前公司数据中心 | | | | 业务中海外国内各占一半,海外是一块很重要的业务市场。海外 | | | | 业务以 ODM 为主,持续开拓覆盖 ...
华能新能源等在贵州成立新能源公司
人民财讯9月2日电,企查查APP显示,近日,华新阳光(贵州)新能源有限公司成立,法定代表人为丁春 兴,经营范围包括太阳能发电技术服务、风力发电技术服务、储能技术服务等。企查查股权穿透显示, 该公司由华能新能源股份有限公司、辽宁阳光能源电力有限公司共同持股。 ...
突发公告,赵建勇不幸逝世
Zhong Guo Ji Jin Bao· 2025-09-02 09:00
【导读】华能新能源法定代表人、董事长赵建勇逝世 9月1日,华能新能源股份有限公司(以下简称华能新能源)发布关于公司法定代表人兼董事长无法履职的公告。 能源圈传来不幸消息! | | | 公告显示,华能新能源法定代表人、董事长赵建勇先生因病医治无效,于2025年8月30日不幸逝世。根据华能集团及华能新能源相关规定,当前公司日常 经营工作由董事、总经理石冠海主持。 华能新能源表示,赵建勇的逝世不会导致公司董事会成员人数低于法定人数,不会影响公司董事会的正常运作。公司经营管理团队正常履职,各项经营业 务活动不会受到影响。 公开简历显示,赵建勇,52岁,于2021年2月加入华能新能源。赵建勇毕业于华北电力学院动力工程系电厂热能动力工程专业,获得工学学士学位,后获 北京大学光华管理学院工商管理硕士,正高级经济师。 赵建勇在中国华能集团系统内工作多年,曾任中国华能集团公司(华能国际(600011)电力股份有限公司)江西分公司副总经理、党组成员,中国华能集 团公司(华能国际电力股份有限公司)江西分公司副总经理、党委委员、工会主席,华能黑龙江发电有限公司总经理、党委副书记,中国华能集团有限公 司黑龙江分公司总经理、党委副书记, ...
华能新能源董事长赵建勇逝世
第一财经· 2025-09-02 08:55
9月1日,华能新能源股份有限公司发布关于公司法定代表人兼董事长无法履职的公告称,公司法人、董 事长赵建勇因病医治无效,于2025年8月30日不幸逝世。 根据华能集团及公司相关规定,当前公司日常经营工作由董事、总经理石冠海主持。 公告表示,赵建勇的逝世不会导致公司董事会成员人数低于法定人数,不会影响公司董事会的正常运 作。公司经营管理团队正常履职,各项经营业务活动不会受到影响。 官网显示,华能新能源股份有限公司成立于2002年,是中国华能旗下发展新能源的专业力量,主营国 内外风电、光伏发电等新能源项目的投资、建设与运营。 微信编辑 | 夏木 2025.09. 02 本文字数:311,阅读时长大约1分钟 作者 | 一财资讯 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 , 欢 迎 提 供 。 专 用 邮 箱 : bianjibu@yicai.com (注:我们会对线索进行核实。您的隐私将严格保密。) 推荐阅读 多地遴选小学教师转岗初中 ...
8月盘点:成都重要投融资事件及产业环境数据汇总
Sou Hu Cai Jing· 2025-09-02 08:55
Core Insights - In August, Tianhu Technology recorded 27 investment events related to technology innovation and entrepreneurship in Chengdu, indicating a vibrant investment landscape in the region [1] Investment Events Summary - Chengdu Wanying Microelectronics Co., Ltd. completed A-round financing, with undisclosed investment from Chengdu High-tech Intermediate Entrepreneurship Investment Partnership [4] - Haotai Intelligent (Chengdu) Technology Co., Ltd. completed A-round financing, with undisclosed investment from Gaokang Capital [5] - Zongjiyuan (Chengdu) Technology Co., Ltd. completed equity financing, with undisclosed investment from Guanghua Wutong Fund and Chengdu Science and Technology Innovation Investment Group [6] - Yuan Ce Information Technology (Chengdu) Co., Ltd. completed equity financing, with undisclosed investment from Chuangyuan Xinke and Changshi Capital [7] - Chengdu Zhongke Zhuoer Intelligent Technology Group Co., Ltd. completed B-round financing of several hundred million RMB, led by Bank of China International Investment [8] - Chengdu Daguang Bochuang Information Technology Co., Ltd. completed Pre-A round financing of tens of millions RMB, with undisclosed investment [9] - Chengdu Feisida Rui Technology Co., Ltd. completed equity financing, with undisclosed investment from Deep Venture Capital [10] - Renxin Welding Robot (Chengdu) Co., Ltd. completed A-round financing of tens of millions RMB, exclusively invested by Deep Venture Capital [11] - Sichuan Embodied Human-Shaped Robot Technology Co., Ltd. completed a new round of equity financing, with undisclosed investment [12] - Dongcha Shikong (Chengdu) Technology Co., Ltd. completed a new round of equity financing, with undisclosed investment [13] - Chengdu Zhong'an Automation Engineering Co., Ltd. completed B+ round financing, with investment from multiple firms [14] - Chengdu Zeling Biological Medicine Technology Co., Ltd. completed nearly 400 million RMB in B+ round financing, led by Qiming Venture Partners [15] - Chengdu Zhongke Mig Detection Technology Co., Ltd. completed angel round financing, with undisclosed investment [16] - Chengdu Oda Biological Technology Co., Ltd. completed A-round financing of 30 million RMB, with investment from Daoyuan Capital [18] - Chengdu Heerkang Medical Technology Co., Ltd. completed equity financing, with undisclosed investment [19] - Chengdu Xingrui Jingxuan Biological Technology Co., Ltd. completed equity financing, with undisclosed investment from Fosun Pharma [20] - Sichuan Hongpeng Aerospace Equipment Intelligent Manufacturing Co., Ltd. completed a new round of equity financing, with undisclosed investment [21] - Chengdu Xingsheng Special Carbon Technology Co., Ltd. completed equity financing, with undisclosed investment [22] - Chengdu Taikun Technology Co., Ltd. completed equity financing, with undisclosed investment [23] - Sichuan New Work Green Hydrogen Technology Co., Ltd. completed 60 million RMB in equity financing [24] - Sichuan Oil and Gas Exploration and Development Co., Ltd. completed equity financing, with undisclosed investment [24] - Chengdu Chuangzuo Smart IoT Technology Co., Ltd. completed a new round of financing, with several million RMB investment [25] - Sichuan Xiong Miao Smart Kitchen Technology Co., Ltd. completed equity financing of tens of millions RMB, with investment from Guoquan Food [26] - Sichuan Tongdianyou Technology Co., Ltd. completed equity financing, with investment from Zhenge Fund [27] - Sichuan Haijixing Smart Supply Chain Technology Co., Ltd. completed 480.39 million RMB in A-round financing [28] Industry Trends - The electronic information sector is the most active, with 7 investment events, followed by digital economy, health care, and green low-carbon sectors, each with 5 events [3] - The high-tech industry in Chengdu is seeing significant investment interest, particularly in integrated circuits and advanced manufacturing technologies [3]
突发公告,赵建勇不幸逝世
中国基金报· 2025-09-02 08:50
Core Viewpoint - The announcement of the passing of Zhao Jianyong, the legal representative and chairman of Huaneng New Energy, indicates a significant leadership change within the company, but it reassures that the company's operations will not be affected [1][2][3]. Group 1: Company Leadership - Zhao Jianyong passed away on August 30, 2025, due to illness [2][3]. - The daily operations of the company will be overseen by Shi Guanhai, the director and general manager, according to Huaneng Group and company regulations [2][3]. - The company confirms that Zhao Jianyong's death will not reduce the number of board members below the legal requirement, ensuring the normal functioning of the board [3]. Group 2: Company Background - Huaneng New Energy, established in 2002, is a specialized entity under China Huaneng Group focused on the development of renewable energy [5]. - The company has invested in and operates renewable energy projects, including wind and solar power, across 28 provinces, autonomous regions, and municipalities in China, with a total installed capacity exceeding 35 million kilowatts [5]. - Huaneng New Energy's total assets exceed 200 billion yuan, and it ranks first among China's five major power generation groups in terms of power generation utilization hours and profitability per kilowatt [5].
华能新能源等在贵州成立新公司
Xin Lang Cai Jing· 2025-09-02 08:28
天眼查App显示,近日,华新阳光(贵州)新能源有限公司成立,法定代表人为丁春兴,注册资本100 万人民币,经营范围包括太阳能发电技术服务、风力发电技术服务、储能技术服务等。股东信息显示, 该公司由华能新能源股份有限公司、辽宁阳光能源电力有限公司共同持股。 ...
赣锋锂业成立新能源发展公司 注册资本2.26亿元
Group 1 - A new company named Shenzhen Xinmu New Energy Development Co., Ltd. has been established with a registered capital of 226 million yuan [1] - The business scope of the new company includes industrial internet data services, commercial complex management services, software development, battery manufacturing, and testing machine manufacturing [1] - Shenzhen Xinmu New Energy Development Co., Ltd. is wholly owned by Shenzhen Yichu Energy Technology Co., Ltd., which is a subsidiary of Ganfeng Lithium Co., Ltd. (stock code: 002460) [1]