登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603396 证券简称：金辰股份 公告编号：2025-022 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 根据中国证券监督管理委员会（以下简称"中国证监会"）《上市公司监管指引第2号——上市公司募集 资金管理和使用的监管要求》和《上海证券交易所上市公司自律监管指引第1号——规范运作》《上海 证券交易所股票上市规则》等有关规定，营口金辰机械股份有限公司（以下简称"公司"）董事会编制了 《营口金辰机械股份有限公司关于公司2024年度募集资金存放与实际使用情况的专项报告》。具体如 下： 一、募集资金基本情况 （一）实际募集资金金额和资金到账时间 经中国证券监督管理委员会（证监许可【2017】797号）《关于核准营口金辰机械股份有限公司首次公 开发行股票的批复》，由主承销商中泰证券股份有限公司采用网上发行的方式，公开发行人民币普通股 股票18,890,000股，每股发行价格为人民币19.47元。截至2017年10月12日止，公司实际已向社会公众公 开发行人民币普通股股票1 ...

2025年4月25日，奥特维披露接待调研公告，公司于4月22日接待易方达、睿远基金、诺德基金、红杉资 本、Morgan Stanley等6家机构调研。 公告显示，奥特维参与本次接待的人员共9人，为董事长葛志勇，独立董事孙新卫，董事会秘书周永 秀，财务总监殷哲，研发总监季斌斌，证券部李翠芬，陶敏燕，张秋仪，缪子健。调研接待地点为公司 会议室。 据了解，奥特维 2024 年度实现收入 91.98 亿元，同比增长 45.94%；归母净利润 12.73 亿元，同比增长 1.36%；扣非归母净利润 12.38 亿元，同比增长 6.06%；年度经营性现金流 7.88 亿元，总资产为 140.29 亿元。2024 年度，公司销售、管理、研发费用虽有增长但增长比例低于营业收入增长，新签订单 101.49 亿元，同比下降 22.49%；截至 2024 年 12 月 31 日，在手订单 118.31 亿元，同比下降 10.40%。 2025 年一季度实现收入 15.34 亿元，归母净利润 1.41 亿元，截至 2025 年 3 月 31 日，在手订单 112.71 亿元。 据了解，在交流环节，公司表示 2024 年铝线键合机（增 ...

Investment Rating - The report maintains an "Accumulate" rating for the company [1][5] Core Views - The company reported a significant loss in 2024, with a net profit of -558 million RMB, which is an increase in loss compared to the previous year [8] - In Q1 2025, the company showed a reduction in losses compared to the previous quarter, with a net profit of -57.44 million RMB [10] - The company is focusing on high-margin non-photovoltaic film business, which has shown substantial growth [8] Financial Summary - The company's revenue for 2024 was 2,591 million RMB, a decrease of 46.81% year-on-year [9] - The projected earnings per share (EPS) for 2025-2027 are updated to -1.85, 0.43, and 2.96 RMB respectively [5] - The company’s EBITDA for 2024 is projected at -288 million RMB, with a forecasted recovery to 195 million RMB in 2026 [11] Business Performance - The company’s photovoltaic film sales volume decreased by 24.65% in 2024, leading to a negative gross margin [8] - The non-photovoltaic film business achieved a revenue of 20.66 million RMB in 2024, with a gross margin of 28.22% [8] - The company has successfully launched PDCLC dimming film products for automotive applications, positioning itself as a potential industry leader [8]

Financial Performance - The company reported a basic earnings per share of 7.94 yuan for 2024, a 69.3% increase from 4.69 yuan in 2023 [1] - The net profit for 2024 reached 2.764 billion yuan, up 69.16% from 1.634 billion yuan in 2023 [1] - The operating revenue for 2024 was 18.887 billion yuan, representing a significant increase of 116.27% compared to 8.733 billion yuan in 2023 [1] - The return on equity (ROE) improved to 27.98% in 2024 from 20.45% in 2023, marking a 36.82% increase [1] Shareholder Structure - The top ten unrestricted shareholders collectively hold 7.7494 million shares, accounting for 27.03% of the circulating shares, with an increase of 692.72 thousand shares compared to the previous period [2] - Notable changes among the top shareholders include the entry of new shareholders such as Li Shijun and Wu Bo, while Zhang Yong reduced his holdings by 669.5 thousand shares [3] Dividend Distribution - The company announced a dividend distribution plan of 10 yuan per share, inclusive of tax [3]

现金流管控良好，彰显龙头韧性 公司发布 2024 年年报及 2025 年一季报。2024 年公司实现营业收入 91.98 亿元，同比增长 45.94%；归母净利润为 12.73 亿元，同比增长 1.36%；扣非归母净利润为 12.38 亿元，同比增长 6.06%。2025 年 Q1 公 司实现营业收入 15.34 亿元，同比下降 21.90%；归母净利润为 1.41 亿 元，同比下降 57.56%；扣非归母净利润为 1.24 亿元，同比下降 63.40%。 公司业绩下滑主要系光伏行业处于调整周期。 海外业务方面：公司积极拓展海外市场，2024 年产品已销往全球 40 多个 国家和地区。全年实现境外收入 15.31 亿元，同比增长 53.43%，海外业 务毛利率为 43.24%，显著高于境内业务。公司马来西亚生产基地将于 2025 年投产，有望进一步提升全球服务能力。 证券研究报告 | 年报点评报告 gszqdatemark 2025 04 22 年 月 日 奥特维（688516.SH） 订单方面：2024 年度，公司签署销售订单 101.49 亿元（含税），同比下 降 22.49%，主要系光伏行业订单下滑影响 ...

序号股票简称PE(TTM)PE(静)市净率总市值(元)57拉普拉斯21.2521.254.40154.96亿行业平均 24.6421.492.43146.69亿行业中值25.1221.331.9966.38亿1拓日新能-725.01187.721.0343.38亿2固德 威-164.77-164.773.60104.05亿3ST天龙-156.29-107.9456.739.26亿4晶澳科技-153.094.561.03321.04亿5航天 机电-126.77-126.771.8690.21亿6高测股份-98.12-98.121.2447.40亿7亚玛顿-97.9632.470.8727.11亿8赛伍技 术-53.3539.731.4441.17亿9明冠新材-35.78-35.780.8824.50亿10珈伟新能-34.65171.621.5127.31亿11天洋新 材-29.37-31.321.7129.51亿 截至2024年年报，共有1228家机构持仓拉普拉斯，其中基金1228家，合计持股数350.79万股，持股市值 1.58亿元。 本文源自：金融界 拉普拉斯新能源科技股份有限公司的主营业务是光伏电池片制造 ...

Investment Rating - The investment rating for the company is "Accumulate" [2][5] - The previous rating was also "Accumulate" [2] Core Views - The company's net profit attributable to shareholders decreased by 47.45% year-on-year in 2024, with revenue dropping by 7.52% [10] - The price increase of EVA particles is expected to boost the company's performance, and new production facilities coming online in 2025 will provide additional momentum [5][10] - The company maintains an "Accumulate" rating due to anticipated profit improvements from new capacity and product launches [7] Financial Summary - The company reported a total revenue of RMB 6,268 million in 2024, down from RMB 6,778 million in 2023, reflecting a decline of 7.52% [11] - The net profit attributable to shareholders for 2024 was RMB 234 million, a decrease of 47.45% compared to RMB 446 million in 2023 [11] - The projected earnings per share (EPS) for 2025 is RMB 0.24, down from the previous estimate of RMB 0.37, with a corresponding price-to-earnings (P/E) ratio of 56.7 [7][9] - The company expects to achieve a revenue of RMB 6,679 million in 2025, with a growth rate of 6.6% [9] Production and Capacity Expansion - In 2025, the company plans to launch multiple new production facilities, including 200,000 tons of EVA particles and 100,000 tons/year of POE particles [10] - The company has successfully developed new materials for solid-state batteries and is progressing with the production of silicon-carbon anode binders [10] Market Performance - The company's stock has shown a relative performance of 7.2% against the Shenzhen Composite Index year-to-date [3] - The market capitalization of the company is approximately RMB 18,030.17 million [4]

昨晚评论席互动的时候聊到了网络实名制，我说起点是2013年，很多读者没概念，我说具体一点，最重要的措施是2013年9月1日施 行的《 电话用户真 实身份信息登记规定 》。 在这之前普通人可以随意购买电话卡，不用绑定个人信息，这既意味着可以匿名电话，也意味着可以匿名上网，因为上网的前置基础是电 话卡。电话卡实名登记后，互联网上的所有行为，本质上都可以定位到具体的个人。 我读高中、大学那会，去网吧交钱就给开机，后来才有了必须登记身份证这一环节，也是为了互联网行为穿透到个人。不然你在网吧上网 乱讲话，到时候警察查过来网吧老板吃不了兜着走。 至于全面落实网络实名制还要再晚两年，到了2015年3月互联网所有平台账号都落实实名制，从那以后你想给别人的评论点个赞，都要验 证过手机号才行。 至于读者留言说就算有了实名制，很多网民还是浑身戾气。那是因为这些人知道谁能开盒他，有戾气也要憋着，至于网民和网民之间没有 开盒的威胁，人性的阴暗面根本不用装 …… 今天a股成交1.19万亿，量能比昨天少少反弹了一些，今天小微盘股的表现不佳，个股中位数-0.63%，正好把昨天的+0.63%又跌了回 去。今天涨最好的还是化学原料+2.9%，这 ...

Group 1: New Stock Offerings - Three new stocks will be available for subscription in the A-share market this week: Shihang New Energy, China Ruilin, and Taihong Wanli, with subscription dates on Monday, Wednesday, and Friday respectively [1] Group 2: Shihang New Energy - Shihang New Energy's issue price is set at 11.8 yuan per share, with a maximum subscription limit of 7,500 shares per account, requiring a market value of 75,000 yuan in the Shenzhen market for full subscription [2] - The company specializes in the research, production, sales, and service of new energy power equipment, focusing on solar energy conversion, storage, and management, with core products including string photovoltaic grid-connected inverters, photovoltaic storage inverters, and storage batteries [2] - Revenue projections for 2022-2024 are 4.457 billion yuan, 3.743 billion yuan, and 2.711 billion yuan, with net profits of 849 million yuan, 341 million yuan, and 259 million yuan respectively [2][3] Group 3: China Ruilin - China Ruilin has a maximum subscription limit of 9,500 shares per account, requiring a market value of 95,000 yuan in the Shanghai market for full subscription [4] - The company provides engineering technology services primarily for the non-ferrous metal mining, selection, smelting, and processing industries, with a history dating back to 1957 [5] - Revenue projections for 2022-2024 are 2.617 billion yuan, 2.866 billion yuan, and 2.474 billion yuan, with net profits of 148 million yuan, 148 million yuan, and 155 million yuan respectively [5][6] Group 4: Taihong Wanli - Taihong Wanli has a maximum subscription limit of 27,000 shares per account, requiring a market value of 270,000 yuan in the Shanghai market for full subscription [7] - The company focuses on the research, production, and sales of automotive structural and functional components, and has established itself as a first-tier supplier for several well-known automotive manufacturers [7] - Revenue projections for 2022-2024 are 1.478 billion yuan, 1.544 billion yuan, and 1.689 billion yuan, with net profits of 126 million yuan, 161 million yuan, and 177 million yuan respectively [8]

Investment Rating - The report maintains a "Recommended" investment rating for the energy sector, particularly focusing on the new energy segment [6]. Core Insights - The report highlights a positive outlook for the new energy sector, driven by a surge in domestic installations and an upward trend in supply chain prices. The upcoming demand surge is expected to stabilize prices across various segments, including solar and wind energy [4][27]. Weekly Market Review - From March 9 to March 14, 2025, the Shanghai Composite Index rose by 1.39%, while the ShenZhen Component Index and the ChiNext Index increased by 1.24% and 0.97%, respectively. In contrast, the Shenwan Electric Power Equipment Index fell by 0.19%, underperforming the CSI 300 by 1.78 percentage points. Sub-sectors such as photovoltaic equipment and battery segments experienced declines of -1.13% and -1.66%, respectively, while wind power equipment saw a slight increase of 0.73% [11][15]. Key Sector Tracking - **Ningde Times**: In 2024, the company reported a revenue of 362.01 billion yuan, a decrease of 9.7% year-on-year, while net profit attributable to shareholders increased by 15.01% to 50.75 billion yuan [3]. Investment Recommendations - **Photovoltaics**: The report suggests focusing on companies that have undergone significant corrections and show clear alpha potential, such as Aishuo Co., Flat Glass Group, and GCL-Poly Energy. The upcoming installation surge in March is expected to boost production and reduce inventory levels [4]. - **Wind Power**: 2025 is projected to be a significant year for wind power, especially offshore wind projects, with ongoing tenders across the country. Recommended companies include Goldwind Technology and Mingyang Smart Energy [4]. - **New Energy Vehicles**: The report indicates a rapid growth in the new energy vehicle supply chain, with a recommendation to focus on companies benefiting from low upstream raw material prices, such as Ningde Times and Yiwei Lithium Energy [4]. Price Data in the Supply Chain - **Silicon Material Prices**: The report notes that silicon material prices remain stable, with mainstream transaction prices for domestic block materials ranging from 38 to 43 yuan/kg. The supply is expected to reach 98,000 to 99,000 tons in March, with inventory reduction trends becoming evident [27]. - **Silicon Wafer Prices**: The report indicates a structural shortage in silicon wafer supply due to increased demand driven by the upcoming installation surge. Prices for N-type silicon wafers have increased, with 183N wafers priced at 1.2 yuan/piece, reflecting a 1.7% increase [28]. - **Battery Prices**: The average price for M10-P type battery cells has decreased to 0.31 yuan/W, while M10-N type prices have risen to 0.295 yuan/W, indicating a mixed trend in pricing across different battery types [31]. Important Company Announcements - **Strategic Partnerships**: Companies like Fulin Precision and Ningde Times have signed strategic cooperation agreements to enhance their capabilities in lithium iron phosphate material development and production [22]. - **Financial Performance**: Jiangsu Blue Lithium Chip Group reported a revenue of 675.62 million yuan for 2024, marking a year-on-year increase of 29.38% [23]. - **Market Developments**: The report mentions significant orders and partnerships in the battery sector, including a 14 billion yuan supply agreement between Dangsheng Technology and LG Chem [16].