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宏工科技(301662) - 20250521投资者关系活动记录表
2025-05-23 02:02
证券代码: 301662 证券简称:宏工科技 2024 年,在新能源行业增速有所放缓的外部大环境下,公 司迅速调整经营策略,在巩固公司新能源业务市场地位的同 时,加大对非新能源领域的资源投入力度,将资源灵活转向食 药化塑等传统行业,以有效应对新能源行业的波动。2024 年度, 公司"其他产线及设备"收入同比增加 58.58%,占营业收入的 比重提升至 20.15%;非能源板块实现逆势增长的同时,其收入 占比也得到了稳步提升。 (二)降本增效,提升企业竞争力 公司对业务流程进行重组,实现了资源整合与成本优化, 进一步降低公司的运营成本;同时公司以 LMT 经理为核心,全 面拉通研发、设计、生产工艺、采购、质量及财务等各部门, 深入钻研产品细节与工艺,提升了产品质量与生产效率,有效 降低生产成本。2024 年,公司综合毛利率较上一年提升了 4.91 个百分点,其中,新能源产线及设备的毛利率较上一年提升了 5.60 个百分点;公司管理费用同比减少了 15.87%。 (三)积极开拓海外市场 近年来,公司紧盯大客户战略,依托大客户的国际化布局 成功实现了海外业务的拓展与飞跃。报告期内,公司以先进的 智能制造技术为核心驱 ...
宏工科技(301662) - 20250521投资者关系活动记录表
2025-05-23 01:40
证券代码: 301662 证券简称:宏工科技 宏工科技股份有限公司投资者关系活动记录表 编号:2025-001 | 投资者关系活 | √特定对象调研 □分析师会议 | | --- | --- | | 动类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | √现场参观 □其他 | | 参与单位名称 | 易方达基金、南方基金、博时基金、富国基金、招商基金、泰 | | | 康基金、中欧基金、宝盈基金、民生加银、英大自营、睿郡资 | | | 产、宁泉资产、盘京投资、红骅投资、弈宸基金、正圆基金、 | | | 万泰华瑞、中哲物产、中信证券、中金公司、天风证券、国泰 | | | 海通、长江证券、东吴证券、招商证券、国金证券、浙商证券、 | | | 申万宏源、中泰证券、民生证券、华创证券、开源证券、华福 | | | 证券、浦泓投资、中加基金、高熵资产、大成基金、交银施罗 | | | 德、同威投资 | | 时间 | 2025 年 5 月 21 日 | | 地点 | 公司会议室 | | 上市公司接待 | 公司董事会兼总经理罗才华先生、公司董事兼副总经理余子毅 | | 人员姓名 | 先生、公司财务 ...
政策再松绑 并购重组掀新热潮
Sou Hu Cai Jing· 2025-05-22 20:51
本报记者 孙杰 重大资产重组案例密集披露 昨天,创业板公司鸿铭股份的股价全天强势,以20%涨幅斩获涨停。前一晚,该公司刚刚披露一则资产 重组公告。公司称,拟以现金方式购买深圳市驰速自动化设备有限公司(简称"深圳驰速")83%股权, 交易金额预计为1.51亿元。交易完成后,深圳驰速将成为公司控股子公司,纳入公司合并报表范围。此 次交易预计构成重大资产重组。 在市场人士看来,近几日上市公司集体加快迈出并购步伐,与上周刚出台的并购重组新政直接相关。 5月16日晚,证监会发布最新修订的《上市公司重大资产重组管理办法》,多项"首次"举措引发热议。 比如,首次建立简易审核程序、首次调整发行股份购买资产监管要求、首次设立分期支付机制、首次引 入私募基金"反向挂钩"安排。 紧随其后,沪深北三大证券交易所也火速发布审核规则及配套业务指南,均明确提出,对符合条件的上 市公司发行股份类重组,大幅简化审核流程,缩短审核时限,提高重组效率。 "简易程序、分期支付等规则降低交易成本,预计中小市值公司及战略性新兴产业并购需求将显著增 加,推动市场交易规模扩张。"南开大学金融发展研究院院长田利辉表示,新政有望激发并购重组市场 活力、加速产业 ...
国电南自: 国电南自关于回购注销部分已获授但尚未解除限售的限制性股票及调整回购价格的公告
Zheng Quan Zhi Xing· 2025-05-22 12:47
Core Viewpoint - The company plans to repurchase and cancel a total of 222,784 restricted stocks that have been granted but not yet released from restrictions, involving 7 individuals, and adjust the repurchase prices accordingly [1][2][3] Group 1: Repurchase Details - The repurchase involves 132,864 shares at a price of 3.22 CNY per share and 89,920 shares at a price of 2.56 CNY per share plus interest from bank deposits [1][9] - The total amount allocated for the repurchase is approximately 670,532.23 CNY, funded entirely by the company's own resources [12] Group 2: Performance Assessment - Six individuals from the first grant of restricted stocks received a performance assessment grade of C, leading to the decision to repurchase their unvested shares [2][9] - One individual from the reserved grant was transferred to another company, prompting the repurchase of their unvested shares [9][14] Group 3: Price Adjustment - The repurchase price for the first grant of restricted stocks was adjusted to 3.22 CNY per share due to the company's annual profit distribution plan, which includes a cash dividend of 1.4 CNY per 10 shares [10][11] - The repurchase price for the reserved grant was adjusted to 2.56 CNY per share, reflecting the company's dividend distribution and interest calculations [12][11] Group 4: Corporate Governance - The board of directors and the supervisory board approved the repurchase and cancellation of the restricted stocks, ensuring compliance with relevant laws and regulations [14][15] - Independent financial advisors and legal opinions confirmed that the repurchase and price adjustment processes adhered to legal requirements and did not harm the interests of the company or its shareholders [15][17]
国电南自: 国电南自募集资金管理制度(2025年5月修订)
Zheng Quan Zhi Xing· 2025-05-22 12:26
General Principles - The purpose of the fundraising management system is to standardize the management of funds raised by the company, improve the efficiency and effectiveness of fund usage, and protect the interests of investors [1][2] - The funds raised refer to the money obtained by the company through the issuance of stocks and their derivatives for specific purposes [1] Fund Storage - The company must prudently select commercial banks and open special accounts for the raised funds, which should not be stored in the group's financial company [2][3] - A tripartite supervision agreement must be signed with the sponsor or independent financial advisor and the commercial bank within one month of the funds being received [3][4] Fund Usage - The usage of raised funds must strictly follow the approval and decision-making procedures outlined in the system and relevant regulations [4][5] - The company must ensure that the use of funds aligns with the commitments made in the issuance application documents and must not change the direction of fund usage arbitrarily [5][6] Project Feasibility - The board of directors must fully verify the feasibility of fundraising projects, ensuring they have good market prospects and profitability [6][7] - Funds raised should primarily be used for the main business, and certain behaviors, such as financial investments or providing funds to controlling shareholders, are prohibited [7][8] Changes in Fund Usage - Any changes in the use of raised funds must be approved by the board of directors and disclosed in a timely manner [8][9] - If a project is completed, any surplus funds must be used for other fundraising projects with board approval [10][11] Continuous Supervision - The finance department must maintain a ledger of the usage of raised funds, and the audit department must check the storage and usage at least every six months [12][13] - The board of directors must continuously monitor the actual management and usage of raised funds and disclose the situation accurately [14][15]
凯格精机(301338) - 2025年5月21日投资者关系活动记录表
2025-05-22 11:38
证券代码:301338 证券简称:凯格精机 答:LED 下游应用汉族要分为 LED 照明和 LED 显示,目前 应用主要集中在照明领域。随着新兴产品渗透率越来越高, LED 应用市场规模将逐步扩张。根据 TrendForce,2024 年全 球 LED 照明市场产值 560.58 亿美元,但存在智能照明、植 物照明市场增长的结构性机遇。新型显示如小间距、Mini LED 的需求保持较快速的发展,根据 Omdia,2024 年 mini LED 背光电视出货量翻倍增长,预计 2025 年出货量将达到 930 万台。根据洛图科技预计, mini LED 直显全球市场规 模 2024-2028 年复合增长率约 40%。 市场容量增长的同时,LED 封装设备的需求也将随之增长, TrendForce 集邦咨询数据显示,2024 年全球 LED 封装市场 规模达 127 亿美金。 公司 LED 固晶机在取得大客户突破之后,提高了行业 的品牌知名度和市场占有率,之前小批量采购的客户加大了 采购的力度,大客户新突破较多,同时 Mini 固晶机出货量 取得较快增长。 公司将持续投入研发,升级产品,提高产品竞争力。近 期,公司 ...
雷赛智能(002979) - 投资者关系活动记录表(2025年5月22日)
2025-05-22 11:34
Market Overview - The overall automation market in China is projected to reach nearly ¥300 billion by 2024, with the OEM automation market exceeding ¥100 billion [3] - The humanoid robot market is expected to grow from approximately ¥2.76 billion in 2024 to ¥10.471 billion by 2026, and potentially reach ¥300 billion by 2035 [3] Company Strategy - The company aims for a revenue growth of 20%-30% and a net profit increase of 30%-50% in 2025 [4] - Key strategies include: 1. Capturing import market share 2. Expanding into mid-to-low-end markets 3. Deepening focus on strategic industries 4. Expanding channel networks 5. Seizing opportunities in humanoid robotics 6. Gradually advancing overseas market development [4] Robotics Business Development - The company has established subsidiaries focused on core components and solutions for humanoid robots, including Shanghai Leisai Robot Technology Co., Ltd. and Shenzhen Lingqiao Drive Control Technology Co., Ltd. [5][7] - The company has received significant commercial orders for its core components, although current revenue contribution remains small [8] Incentive and Repurchase Plans - A new equity incentive plan aims to attract and retain talent, aligning employee interests with company growth and shareholder value [10] - The company plans to implement a share repurchase program based on market conditions, with adjustments disclosed as per legal requirements [11] Project Developments - The company is investing in a headquarters and R&D base for humanoid robot components in Dongguan, enhancing its manufacturing capabilities and market competitiveness [12][13] - The project is progressing as planned, with the establishment of Dongguan Leisai Robot Technology Co., Ltd. to support this initiative [13]
国电南自:对全资子公司增资4500万元
news flash· 2025-05-22 11:02
国电南自(600268)公告,公司拟以自有资金对全资子公司南京国电南自轨道交通工程有限公司增资 4500万元。增资前南自轨道注册资本为5500万元,增资后将增至1亿元。本次增资旨在提高南自轨道的 抗风险能力及核心竞争力,满足市场开拓需要。增资事项已经公司2025年第一次临时董事会会议审议通 过,不构成关联交易或重大资产重组。南自轨道2024年营业收入3.62亿元,净利润3085.28万元。 ...
博众精工:深度研究报告3C自动化设备领先企业,积极拓展新兴领域-20250522
Huachuang Securities· 2025-05-22 10:30
公司研究 证 券 研 究 报 告 博众精工(688097)深度研究报告 强推(首次) 3C 自动化设备领先企业,积极拓展新兴领域 目标价:34.8 元 [ReportFinancialIndex] 主要财务指标 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) | 4,954 | 5,751 | 7,004 | 8,392 | | 同比增速(%) | 2.4% | 16.1% | 21.8% | 19.8% | | 归母净利润(百万) | 399 | 517 | 636 | 767 | | 同比增速(%) | 2.0% | 29.6% | 23.1% | 20.8% | | 每股盈利(元) | 0.89 | 1.16 | 1.42 | 1.72 | | 市盈率(倍) | 28 | 22 | 18 | 15 | | 市净率(倍) | 2.5 | 2.3 | 2.1 | 1.9 | 资料来源:公司公告,华创证券预测 注:股价为 2025 年 5 月 21 日收盘价 其他专用机械 2025 年 05 月 2 ...
慈星股份拟收购沈阳顺义加码智能制造 一季度净利锐减66.5%跨界寻新增长点
Chang Jiang Shang Bao· 2025-05-21 23:15
此次收购沈阳顺义控股权,是慈星股份向智能制造领域迈出的重要一步。若交易顺利完成,公司将获得 新的业绩增长点,并进一步优化业务结构。 慈星股份是国内领先的针织机械设备制造商,主要产品包括电脑横机、无缝内衣机等,曾是该细分市场 的龙头企业。然而,近年来受行业周期波动及市场竞争加剧影响,公司业绩呈现波动趋势。 长江商报奔腾新闻记者 江楚雅 跨界收购失败3个月后,慈星股份(300307)又看上了智能高端装备制造公司。 5月19日晚,慈星股份(300307.SZ)发布公告称,公司拟通过发行A股股票及支付现金的方式购买沈阳 顺义科技股份有限公司(下称"沈阳顺义")股权,并同步募集配套资金。公司股票自2025年5月20日开 市时起停牌。 慈星股份表示,本次交易事项尚处于筹划阶段,筹划发行股份及支付现金购买资产并募集配套资金事项 尚存较大不确定性。 公开资料显示,沈阳顺义是一家专注于自动化设备、智能生产线及工业机器人系统集成的科技型企业, 主要服务于汽车制造、3C电子、新能源等行业。 事实上,慈星股份近年来已多次通过并购拓展业务版图。2021年,公司收购了工业机器人企业苏州鼎纳 自动化,2022年又参股了半导体设备企业,试图 ...