通用设备制造业

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硬科技集群爆发式增长,深圳首季GDP突破8950亿元
Xin Lang Cai Jing· 2025-04-30 03:23
稳固的工业底盘为深圳提供了经济的韧性。第一季度,全市规模以上工业增加值同比增长4.2%;第二产业增加值2951.44亿元,同比增长3.7%。 在2024年跻身"中国汽车第一城"后,深圳新能源汽车持续保持高增长,一季度汽车制造业增加值增长56.3%。 智通财经记者 | 张熹珑 智通财经编辑 | 林腾 受益于工业表现亮眼,深圳一季度GDP增长5.2%,高于广东省水平(4.1%),这一增速在一线城市中排名第二。 深圳市统计局于4月28日发布一季度经济运行情况。一季度,深圳地区生产总值8950.49亿元,按不变价格计算,同比增长5.2%。 一季度,深圳社会消费品零售总额2403.17亿元,同比增长3.1%。今年以来,深圳推出汽车报废更新、置换更新、家电产品以旧换新、数码产品购新补贴等 以旧换新政策,得益于政策显效,限额以上单位家用电器和音像器材类、文化办公用品类、通讯器材类零售额分别增长59.3%、27.9%、3.8%。 截至4月21日,全市通过以旧换新带动汽车销售3.9万台,销售金额97.7亿元;以旧换新带动家电和数码产品销售619.8万台,销售金额117.5亿元。 作为深圳汽车的主力,比亚迪仍在"狂奔"。一季度, ...
专家访谈汇总:大型养殖集团掘金宠物药
阿尔法工场研究院· 2025-04-30 02:15
1 、 《 PEEK材料产业链梳理,下一个千亿级赛道? 》摘要 ■ PEEK的自润滑性和耐高温性能使其成为机器人驱动系统中的理想材料,减少摩擦和噪音,延长使 用寿命。 ■ 由于其优异的耐热、绝缘及耐腐蚀性,PEEK适合用于电子设备的支撑结构,尤其是在特殊环境下 工作的机器人中,如医疗和航天机器人。 ■ PEEK的核心原料是二氟二苯甲酮(DFBP),这类原料的生产技术掌握在少数企业手中,全球产能 集中度高。 2、 《 宠物经济虽热,难掩动物保健行业颓势 》摘要 ■ 2024年中国的宠物市场规模预计突破3000亿元,且宠物用药对安全性和有效性有更高要求,尤其 是猫三联和犬四联疫苗的国产化进程正在加速。 ■ 瑞普生物在宠物用疫苗领域表现突出,特别是打破了进口品牌对猫三联疫苗的垄断,取得了一定的 市场份额。 ■ 大型养殖集团如温氏股份、牧原股份等已经开始布局兽药和疫苗业务,这使得独立的动物保健企业 面临着前所未有的压力。 ■ 随着大型养殖企业自建兽药产能,并通过集中采购提高议价能力,独立兽药公司的市场空间将被进 一步压缩。 3、 《 关税战,先把宠物经济"打爆了" 》摘要 ■ 乖宝宠物通过高效的成本管控和规模效应,推 ...
江苏力星通用钢球申请降低滚子端跳专利,滚子端跳明细得到改善
Jin Rong Jie· 2025-04-30 00:51
金融界2025年4月30日消息,国家知识产权局信息显示,江苏力星通用钢球股份有限公司、江苏星业精 密滚子科技有限公司申请一项名为"一种降低滚子端跳的工艺"的专利,公开号CN119876572A,申请日 期为2024年12月。 专利摘要显示,本发明公开了一种降低滚子端跳的工艺,步骤一:将已经完成车削待热处理的滚子放入 450‑500℃的炉子中,保温40‑60分钟后出炉空冷;步骤二:将完成空冷后的待热处理滚子完成热处理后 进行应力测试;步骤三,经过这种工艺热处理后的圆锥滚子,滚子表面应力由原来的拉应力,变成了压 应力;滚子端跳明细得到改善,有的滚子端跳甚至没有变化。优点是通过加热机构对滚子进行高温热处 理,这样先对滚子进行温度较低的热处理,可以使滚子在进行高温热处理时减少端跳的发生。 天眼查资料显示,江苏力星通用钢球股份有限公司,成立于2000年,位于南通市,是一家以从事通用设 备制造业为主的企业。企业注册资本29403.0484万人民币。通过天眼查大数据分析,江苏力星通用钢球 股份有限公司共对外投资了12家企业,参与招投标项目16次,财产线索方面有商标信息10条,专利信息 282条,此外企业还拥有行政许可15个 ...
磁谷科技2025年一季报简析:净利润减708%,公司应收账款体量较大
Zheng Quan Zhi Xing· 2025-04-29 22:47
本次财报公布的各项数据指标表现不尽如人意。其中,毛利率27.41%,同比减2.39%,净利 率-11.87%,同比减821.72%,销售费用、管理费用、财务费用总计1558.33万元,三费占营收比 41.07%,同比增39.35%,每股净资产14.26元,同比增5.31%,每股经营性现金流-0.6元,同比减 106.75%,每股收益-0.06元,同比减700.0% | 项目 | 2024年一季报 | 2025年一季报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 4366.51万 | 3794.36万 | -13.10% | | 归母净利润(元) | 71.9万 | -437.14万 | -708.00% | | 扣非净利润(元) | -370.17万 | -555.76万 | -50.14% | | 货币资金(元) | 4.64亿 | 4.25 Z | -8.49% | | 应收账款(元) | 2.36亿 | 2.64亿 | 12.05% | | 有息负债 (元) | 183.27万 | 144.25万 | -21.29% | | 手利率 | 28.08% ...
江苏神通阀门股份有限公司2025年第一季度报告
Shang Hai Zheng Quan Bao· 2025-04-29 15:43
Core Viewpoint - The company has announced the termination of a specific stock issuance plan and the transfer of part of its equity in a subsidiary, aiming to optimize its investment structure and support the independent development of its semiconductor business [10][36]. Financial Data Summary - The company reported a 62.43% increase in net cash flow from operating activities compared to the same period last year, attributed to higher cash receipts from sales [7]. - Other income increased by 98.39% year-on-year, mainly due to government subsidies received by a subsidiary [6]. - Investment income surged by 1100.73% year-on-year, driven by increased bank wealth management returns [6]. - The company’s total liabilities increased by 75.89% year-on-year, primarily due to higher VAT and income tax obligations [5]. Equity Transfer Details - The company plans to transfer part of its equity in the semiconductor subsidiary, with the total valuation set at 135 million yuan, resulting in a transfer price of 3.13 million yuan for one portion and 12 million yuan for another [21][23]. - The equity transfer involves related parties, including the company's chairman and some executives, necessitating their recusal from voting on the matter [12][47]. - Following the equity transfer, the company will no longer consolidate the subsidiary's financials, as its ownership will drop below 50% [32][36]. Board and Supervisory Meetings - The board and supervisory meetings held on April 27, 2025, approved the equity transfer and the change in partnership nature for a related entity, with all procedures complying with relevant laws [33][35]. - Independent directors expressed that the equity transfer aligns with the company's strategic planning and does not harm the interests of minority shareholders [48].
浙江朗迪集团股份有限公司2025年第一季度报告
Shang Hai Zheng Quan Bao· 2025-04-29 14:19
Core Viewpoint - The company, Zhejiang Langdi Group Co., Ltd., has released its 2024 annual report summary, highlighting its financial performance, business operations, and future development plans. Company Overview - Zhejiang Langdi Group primarily operates in three business segments: mechanical fans, household air conditioning blades, and composite materials [6][8]. - The mechanical fan segment is widely used in various applications, including central air conditioning and cold chain logistics, with a focus on energy-efficient and low-carbon products driven by national "dual carbon" goals [6][8]. - The household air conditioning blade market is expected to grow in line with the air conditioning market, with significant increases in both production and sales in 2024 [7][8]. Financial Performance - For the fiscal year 2024, the company reported a revenue of CNY 1,894,310,426.17, representing a year-on-year increase of 16.16% [19]. - The net profit attributable to shareholders was CNY 172,172,999.35, up 57.16% year-on-year, while the net profit after deducting non-recurring gains and losses increased by 68.72% to CNY 152,682,100.03 [19]. - Total assets reached CNY 2,490,066,848.83, a growth of 10.93% compared to the previous year, and net assets increased by 6.53% to CNY 1,291,263,677.23 [19]. Profit Distribution Plan - The board of directors proposed a profit distribution plan for 2024, suggesting a cash dividend of CNY 4.00 per 10 shares (including tax), totaling CNY 74,175,720.00, which accounts for 43.08% of the net profit attributable to shareholders [4][21]. Audit and Governance - The company received a standard unqualified audit report from Tianjian Accounting Firm, ensuring the accuracy and completeness of its financial statements [3][19]. - The board of directors and supervisory board members confirmed the authenticity and integrity of the annual report, taking legal responsibility for its content [1][19]. Upcoming Shareholder Meeting - The company plans to hold its 2024 annual shareholder meeting on May 27, 2025, where various proposals, including the profit distribution plan and the appointment of the auditing firm, will be discussed [70][69].
广厦环能(873703) - 投资者关系活动记录表
2025-04-29 13:55
证券代码:873703 证券简称:广厦环能 公告编号:2025-030 北京广厦环能科技股份有限公司 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、 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 带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 二、 投资者关系活动情况 活动时间:2025 年 4 月 25 日 活动地点:"同花顺路演平台"(https://board.10jqka.com.cn/ir)采用网 络远程的方式召开业绩说明会 参会单位及人员:通过网络方式参加公司本次年度报告业绩说明会的投资者 上市公司接待人员:董事长:韩军女士;总经理:刘永超先生;董事、副总 经理、财务负责人及董事会秘书:范树耀先生;董办副主任:王凤林女士;保荐 代表人:杨宇威先生 三、 投资者关系活动主要内容 本次年度报告业绩说明会通过公司宣传视频和年报视频解读等形式对公司 发展情况及 2024 年经营业绩情况进行了介绍。同时公司就投资者关心的问题进 行了沟通交流,主要 ...
贝斯特(300580):业绩稳健增长 三梯次战略持续推进
Xin Lang Cai Jing· 2025-04-29 12:48
Group 1 - The company reported a total revenue of 1.357 billion yuan for 2024, representing a year-on-year growth of 1.03%, and a net profit attributable to shareholders of 289 million yuan, up 9.58% year-on-year [1] - In Q1 2025, the company achieved total revenue of 350 million yuan, with a year-on-year increase of 1.89%, and a net profit attributable to shareholders of 69 million yuan, growing 0.23% year-on-year [1] - The gross profit margin improved year-on-year, with a gross profit margin of 33.68% for 2024, an increase of 0.31 percentage points, while the domestic gross profit margin was 33.80%, up 0.66 percentage points [1] Group 2 - The company is accelerating investment in Thailand, establishing a new facility to expand existing capacity and enhance international competitiveness [2] - The establishment of "Beiyonghua New Technology Co., Ltd." in Thailand is a key part of the company's overseas capacity layout, with construction currently underway [2] - The company’s subsidiary, Yuhua Precision Machinery, is making significant progress in the fields of new energy vehicles and humanoid robots, with successful initial customer samples for the EMB braking system ball screw assembly [2] Group 3 - The company is expected to achieve net profits attributable to shareholders of 381 million yuan, 496 million yuan, and 601 million yuan for the years 2025 to 2027, respectively [3] - Corresponding P/E ratios are projected to be 35.43, 27.24, and 22.47 for the years 2025 to 2027 [4]
富创精密:2025年第一季度净亏损2215.69万元
news flash· 2025-04-29 12:02
富创精密公告,2025年第一季度营收为7.62亿元,同比增长8.62%;净亏损2215.69万元,去年同期净利 润6042.96万元。 ...
巨轮智能:2025年第一季度净亏损3062.47万元
news flash· 2025-04-29 11:36
巨轮智能(002031)公告,2025年第一季度营业收入1.93亿元,同比增长21.17%。净亏损3062.47万 元,去年同期净亏损1413.74万元。 ...