知识图强, 求实奉献, 客户至上, 合作共赢 | 然橡胶产业期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可【2011】1292号 2025年6月10日 | | | | 寇帝斯 | Z0021810 | | 现货价格及基差 | | | | | | | 品种 | 6月9日 | 6月6日 | 活快 | 涨跌幅 | 单位 | | 云南国营会到 胶(SCRWF)：下海 | 13650 | 13750 | -100 | -0.73% | | | 全乳基差(切换至2509合约) | -75 | 100 | -175 | -175.00% | 元/吨 | | 泰标混合胶报价 | 13500 | 13600 | -100 | -0.74% | | | 非标价差 | -225 | -50 | -175 | -350.00% | | | 品种 | e a a fi | 6月6日 | 涨跌 | 涨跌幅 | 单位 | | 杯胶:国际市场:FOB中间价 | 45.20 | 44.90 | 0.30 | 0.67% | 泰铢/公斤 | | 胶水: ...

在新股中策橡胶新股即将上市的前夕，那些幸运中签的股民们显然心情轻松，并没有因为担心上市首日就"破发"而辗转反侧。毕竟，在过去一年多的时间 里，A股市场仿佛给新股披上了一层"金钟罩"——无论行情如何起伏，鲜有新股在第一天就跌破发行价。这种"铁律"在投资者心中早已根深蒂固，甚至成了 某种心照不宣的"信仰"。 于是乎，中签的股民们更关心的，不是股价会不会跌，而是这一份"中签大礼包"到底有多厚。是小赚一笔还是意外惊喜？他们就像开奖前的彩民，心跳加速 地等待着开盘铃声的响起，期待账户余额那一串数字带来一抹红艳艳的喜悦。对他们来说，中签就像抽中了"稳赚不赔"的好戏，剩下的只是收获多少的问 题。 果不其然，中策橡胶上市首日不负众望，开盘价定格在57元，较发行价46.50元高出22.58%。虽然这一涨幅在近期新股中并不算抢眼，但对于中签的股民来 说，依旧是稳稳的"红包到手"。不少人心里盘算着：这只是一个开始，或许稍等片刻，股价还会再上一个台阶，卖出时机当然要挑个"高点"。 然而，现实却给这些等待更高价位的股民泼了一盆冷水——谁也没料到，这个57元的开盘价，竟然就是中策橡胶当天的"巅峰时刻"。随后股价一路震荡下 行，到收盘时只 ...

Group 1: Company Overview - The company is a high-tech enterprise focused on the research, production, and sales of special high-performance rubber products, serving global clients in various sectors such as photovoltaic, rail transportation, and petrochemicals [6] - Major clients include Jinchuang Group Co., Ltd., Oteme Transportation Technology Co., Ltd., Icarus (Suzhou) Vehicle Systems Co., Ltd., and Tongwei Solar Co., Ltd. [6] Group 2: Core Competencies - The company focuses on niche markets, leveraging technical research and manufacturing advantages to increase market share [7] - It has innovated production processes to reduce costs and improve efficiency, integrating key processes to shorten production cycles and enhance product quality [7] - The company effectively manages raw material costs, which constitute a significant portion of its operating expenses, by monitoring market trends and optimizing procurement channels [7] Group 3: Intellectual Property - The company holds a total of 88 patents, including 8 authorized invention patents [10] Group 4: Future Development Plans - In 2025, the company aims to deepen its focus on the rubber products industry while exploring diversified applications [11] - Plans include driving high-quality development through technological and product innovation, talent cultivation, and automation upgrades [11] Group 5: Market Value Management - The company emphasizes market value management by adhering to governance requirements and ensuring effective communication with investors [12] - It aims to enhance profitability and governance standards while implementing a reasonable profit distribution policy [12] Group 6: Investment and Expansion - The company currently has a low and declining debt-to-asset ratio, indicating improved operational efficiency [13] - Future investment and expansion plans will be evaluated based on market demand and industry trends, with necessary disclosures to shareholders [13]

Core Insights - Company achieved a revenue of 337 million yuan and a net profit of 62.1 million yuan for the year 2024, with a basic earnings per share of 0.48 yuan [1] - The company plans to distribute a cash dividend of 1.50 yuan per 10 shares, indicating a commitment to shareholder returns [1] Company Strategy and Development - Company will continue to focus on the rubber products industry, enhancing its market position through technological and product innovation, talent development, and automation upgrades [2] - The strategy includes deepening core business, expanding into multiple fields, and leveraging technology for high-quality development [2] Competitive Advantages - Company targets niche markets, enhancing market share through technical research and manufacturing capabilities [3] - Innovations in production processes have improved efficiency and product quality, while cost control measures have stabilized gross margins [3] - A strong customer cooperation ecosystem has been established, ensuring long-term strategic partnerships and creating significant customer resource barriers [3] Product and Market Focus - Company specializes in high-performance rubber products, providing solutions for sealing, buffering, and conveying across various industries, including photovoltaic, rail transportation, and petrochemicals [4]

证 5、为什么不添加概念呢？ 明明有很多相关概念 非常感谢您对公司的建议和提醒，谢谢。 6、与同行业相比有何优势？ 一、规模优势，连续 29 年蝉联中国橡胶 V 带行业排名第一； 二、 研发优势，公司传动技术研究院作为 省级企业技术中心"、 省级博士后 工作站"、 省级企业研究院"、 省级高新技术企业研究开发中心"； 三、 质量优势，坚持以质量为根本，不断践行以品质创造价值的理念，参与 编制了橡胶 V 带行业相关行业标准； 四、品牌优势，公司生产的 三力 士牌"橡胶 V 带是行业内唯一获得过中国名牌产品、国家免检产品、中 国驰名商标。同时也是浙江省出口名牌产品。 7、在原材料采购方面，2024 年是如何控制成本和保障供应的？ 您提出的关于公司原材料成本和采购方面的政策解答如下。成本控 制：我们会选取多家供应商进行询价竞标，同时对供应商进行资质评估。 选取价优物美的供应商进行长期合作。供应链保障：确定供应商后，会 签订长期合同，保障供应链的持续稳定。 券 三力士上市公司投资者关系活动记录表 | 代 | | 编 | | --- | --- | --- | | | □ | 号 | | 码 | □ 特 | ： | | ...

Core Viewpoint - The company reported a record high revenue of 5.153 billion yuan for 2024, driven primarily by the significant growth in its BDO-related business, which saw a revenue increase of over 1200% [1] Group 1: BDO Integrated Project - The BDO integrated project has achieved a production capacity of 300,000 tons of BDO and 360,000 tons of calcium carbide, with stable partnerships established with leading companies [2] - The total production of calcium carbide reached 337,000 tons, while BDO production was 197,700 tons, indicating a high capacity-utilization rate [2] - The company is implementing cost-reduction measures through various initiatives, including cogeneration and the recovery of by-products, to enhance market competitiveness [2] Group 2: Traditional Business Transformation - The company faced a net loss in 2024 due to goodwill impairment, primarily from a decline in revenue from its rail transit business [3] - The rubber products segment achieved a revenue of 1.349 billion yuan, maintaining stable growth, and secured multiple patents and technological achievements [3] - The polyester fiber business is focusing on high-value automotive yarns and actively participating in industry coordination for healthy competition [3] Group 3: Cash Flow and Future Outlook - The net cash flow from operating activities reached 381 million yuan, reflecting a year-on-year increase of 23.78%, indicating strong operational quality [3] - The company reported a revenue of 1.062 billion yuan in Q1 2025, with a net profit of 25 million yuan, showing signs of stabilization and recovery [4] - Future strategies include extending the industrial chain, enhancing resource coordination, and fostering innovation through collaboration with research institutions [4]

又到了每个月的20日，是更新LPR的时间，2月份的LPR没有发生意外，一年期维持在3.1%，五年以上维持在3.6%，已经4个月没有变化了。 上一次调整还是在2024年10月，一年期和五年期分别下调了0.25%，就是因为那一次刺激政策导致部分一线城市连续4个月止跌，二三线城市虽然还在 跌，但是跌速放缓了。所以利率的下调对房价是有实质利好支撑，只是2024年房贷利率下调的太快，致使银行经营端压力骤增，短期内很难进一步降息。 …… 今天a股表现尚可，成交1.76万亿，中位数+0.51%，和昨天的加起来，差不多把前天跌掉的部分给涨回来了。 两市表现最好的行业竟然是橡胶制品，涨了6.23%，这在过去几年算是很稀罕了。通常橡胶制品是传统行业，很难蹭上热点风口，但是这次情况发生了诡 变，因为这次火起来的是ai女友，情趣机器人概念，市场预期这类产品一旦热销会带动对橡胶的需求，所以资金就都冲进去了。 以前这个赛道卖的都是充气的，原因无它，便宜罢了。我没用过啊，但凭脑子想这玩意充气的肯定没有橡胶的体验好，而且一旦ai赋能了机器人，是不是 仿真度和互动体验都会好的多，所以今天涨的除了橡胶板块，还有生理传感技术概念股。 deepse ...