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博雷顿上市后首份中报 毛利同比增长152.1% 自动驾驶设备销售超去年全年
Cai Jing Wang· 2025-08-29 11:02
Core Viewpoint - 博雷顿 (01333.HK) has demonstrated significant growth in its first half-year report since listing, with revenue reaching RMB 327 million, a year-on-year increase of 22.2%, and gross profit rising to RMB 20.95 million, up 152.1% [1] Financial Performance - For the six months ending June 30, 2025, the company's gross margin improved to 6.4%, an increase of 3.3 percentage points year-on-year [1] - The gross margin has shown a consistent upward trend, with figures of 2.3%, 2.0%, and 5.8% in the years 2022 to 2024, respectively [1] - Sales expense ratio decreased from 10.2% to 9.2%, and administrative expense ratio fell from 19.8% to 14.6%, indicating effective cost control during business expansion [1] Product Development and Innovation - The company accelerated the mass production of self-manufactured electric wide-body dump trucks, utilizing an 800V voltage platform that reduces charging time by over 10% [2] - New product developments include various electric vehicles and charging technologies aimed at enhancing battery utilization and operational efficiency [2] - The sales revenue from autonomous driving equipment exceeded 11% of total revenue for the first half of the year, surpassing the entire revenue for similar business in 2024 [2] Strategic Partnerships and Market Position - 博雷顿 has established a partnership with Huawei Digital Energy to focus on zero-carbon smart mining and new energy mining vehicle supercharging [3] - The company has been recognized as the "first stock of zero-carbon mining robots" globally, emphasizing its commitment to renewable energy equipment development [3] - 博雷顿 has been selected for inclusion in the Hang Seng Composite Index, effective September 8, 2025, reflecting strong market recognition of its business performance and value [4]
振江股份:为子公司振江铸造引入三家战略投资者
Mei Ri Jing Ji Xin Wen· 2025-08-28 16:41
每经头条(nbdtoutiao)——申请超2万份,已开出41家,加盟海底捞,你要准备多少钱?1000万元不算 多,真实"账单"公布 (记者 张喜威) 每经AI快讯,振江股份(SH 603507,收盘价:28.12元)8月28日晚间发布公告称,为进一步增强振江 铸造的资金实力,推动公司整体发展战略的顺利实施,提高公司整体竞争力和盈利能力,公司于2025年 8月27日召开第四届董事会第十二次会议,审议通过了《关于子公司增资扩股的议案》,同意通过增资 扩股方式,为全资子公司振江铸造引入三家战略投资者,并签署《江苏省沿海开发投资有限公司与江苏 振江新能源装备股份有限公司关于江苏振江铸造科技有限公司之增资协议》、《江苏省沿海开发投资有 限公司与江苏振江新能源装备股份有限公司关于江苏振江铸造科技有限公司之股东协议》、《江苏南通 高端装备产业专项母基金(有限合伙)与江苏振江新能源装备股份有限公司关于江苏振江铸造科技有限 公司之增资协议》、《江苏南通高端装备产业专项母基金(有限合伙)与江苏振江新能源装备股份有限 公司关于江苏振江铸造科技有限公司之股东协议》、《无锡市上市公司高质量发展基金(有限合伙)与 江苏振江新能源装备股份 ...
科达制造(600499):海外建材收入高增 非洲平台日趋成熟
Xin Lang Cai Jing· 2025-08-28 10:28
Core Insights - The company achieved a revenue of 8.2 billion yuan in the first half of 2025, representing a year-on-year growth of 49%, with a net profit of 750 million yuan, up 64% year-on-year [1] - The overseas building materials segment is identified as the core growth driver, with a revenue increase of 90% year-on-year [2][3] - The company is positioned as a leading player in the African building materials market, with a strong growth outlook due to demographic advantages [5] Financial Performance - In Q2, the company reported a revenue of 4.4 billion yuan, a 51% increase year-on-year, and a net profit of 400 million yuan, up 178% year-on-year [1] - The gross margin for the first half of the year was approximately 29.3%, an increase of 3.7 percentage points year-on-year, while the net profit margin was about 9.1%, up 0.8 percentage points year-on-year [2] - The overseas building materials revenue for the first half was approximately 3.77 billion yuan, with a gross margin of 36.8%, reflecting a 5.9 percentage point increase year-on-year [3] Segment Analysis - The building materials machinery segment saw a revenue decline of 5% year-on-year, totaling approximately 2.57 billion yuan, primarily due to weak domestic demand [4] - The company’s ceramic machinery business maintained stable growth in Southeast Asia and South Asia, while the overseas ink business performed well [4] - Blueco Lithium achieved a sales volume of approximately 21,000 tons, generating revenue of 1.24 billion yuan, with a net profit of 19,000 yuan per ton [4] Market Positioning - The company is recognized as a leading player in the African building materials market, benefiting from production, channel, and brand advantages [5] - Future net profit projections for the company are estimated at 1.67 billion yuan, 1.93 billion yuan, and 2.21 billion yuan for 2025-2027, indicating a favorable valuation trend [5]
中国民营企业500强出炉,中山一企业上榜
Nan Fang Du Shi Bao· 2025-08-28 10:21
Core Insights - Mingyang Smart Energy Group ranked 178th in the 2025 China Top 500 Private Enterprises list, showcasing its significant position in the industry [1][5] - The company has consistently improved its rankings in various lists, moving from 311th in 2020 to 178th in 2025 among private enterprises [5] - Mingyang Group's revenue increased from 46.2 billion yuan in 2020 to 62.6 billion yuan in 2024, indicating strong growth [5] Company Overview - Mingyang Smart Energy Group, founded in 1993 in Zhongshan, focuses on the research and manufacturing of high-end equipment for renewable energy [5] - The company's business areas include wind power, marine energy, solar energy, hydrogen energy, smart electrical systems, space energy, and renewable lubricants [5] - Mingyang has been recognized as a leading enterprise in the global renewable energy equipment sector and a provider of comprehensive smart energy solutions [5] Industry Context - The threshold for entry into the Top 500 Private Enterprises list has increased to 27.023 billion yuan, reflecting the growing scale of successful private enterprises [6] - The total revenue of the top 500 private enterprises reached 4.305 trillion yuan, with a combined net profit of 180 billion yuan [6] - Research and development expenditures totaled 113 billion yuan, with an average R&D intensity of 2.77%, highlighting the industry's focus on innovation [6]
致远新能8月26日获融资买入920.64万元,融资余额6877.27万元
Xin Lang Cai Jing· 2025-08-27 02:12
8月26日,致远新能涨0.31%,成交额6079.84万元。两融数据显示,当日致远新能获融资买入额920.64 万元,融资偿还566.29万元,融资净买入354.35万元。截至8月26日,致远新能融资融券余额合计 6877.27万元。 责任编辑:小浪快报 资料显示,长春致远新能源装备股份有限公司位于吉林省长春市朝阳区硅谷大街13888号,成立日期 2014年3月14日,上市日期2021年4月29日,公司主营业务涉及车载LNG供气系统的研发、生产和销 售。主营业务收入构成为:车载LNG供气系统88.40%,低温储罐3.81%,其他3.48%,增碳剂2.13%,锂 电池负极材料石墨化1.86%,车用贮气筒0.26%,防护横梁0.05%,车载高压氢系统0.01%。 截至8月20日,致远新能股东户数1.11万,较上期减少1.06%;人均流通股16768股,较上期增加1.07%。 2025年1月-6月,致远新能实现营业收入8.15亿元,同比增长1.09%;归母净利润2977.26万元,同比减少 54.83%。 分红方面,致远新能A股上市后累计派现6917.91万元。近三年,累计派现5317.91万元。 融资方面,致远新 ...
致远新能2025年中报简析:增收不增利,公司应收账款体量较大
Zheng Quan Zhi Xing· 2025-08-26 23:08
据证券之星公开数据整理,近期致远新能(300985)发布2025年中报。截至本报告期末,公司营业总收 入8.15亿元,同比上升1.09%,归母净利润2977.26万元,同比下降54.83%。按单季度数据看,第二季度 营业总收入3.91亿元,同比上升2.19%,第二季度归母净利润744.75万元,同比下降83.26%。本报告期 致远新能公司应收账款体量较大,当期应收账款占最新年报营业总收入比达40.93%。 本次财报公布的各项数据指标表现一般。其中,毛利率14.98%,同比减28.58%,净利率3.64%,同比减 55.39%,销售费用、管理费用、财务费用总计5770.04万元,三费占营收比7.08%,同比减20.93%,每股 净资产5.34元,同比减19.38%,每股经营性现金流-1.02元,同比增57.13%,每股收益0.16元,同比减 54.84% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 8.06亿 | 8.15 Z | 1.09% | | 归母净利润(元) | 6591.74万 | 2977.26万 ...
致远新能: 董事会决议公告
Zheng Quan Zhi Xing· 2025-08-25 16:13
Meeting Overview - The second meeting of the board of directors of Changchun Zhiyuan New Energy Equipment Co., Ltd. was held on August 23, 2025, with all 7 directors present, including one via remote voting [1] - The meeting was chaired by Chairman Zhang Yuan, and the procedures complied with the Company Law and the company's articles of association [1] Financial Reporting - The board approved the 2025 semi-annual report, confirming it accurately reflects the company's financial status and operating results without any false records or misleading statements [1][2] - The voting results for the approval were unanimous, with 7 votes in favor, 0 against, and 0 abstentions [2] Fund Management - The company prepared a special report on the management and use of raised funds for the first half of 2025, confirming compliance with regulations and no violations in fund usage [2] - The report was also unanimously approved by the board with the same voting results [2] Asset Impairment - The board agreed to the provision for asset impairment, stating it aligns with accounting standards and reflects the company's financial condition and asset value accurately [3] - This decision was also unanimously approved by the board [3] Credit Facilities - The company plans to apply for a credit facility of up to RMB 85 million from CITIC Bank and RMB 100 million from China Everbright Bank, with specific terms for each facility [4] - The board authorized the finance department to handle the credit application and related legal documents [5] - The voting results for this proposal were 5 in favor, 0 against, and 0 abstentions, with related directors abstaining from the vote [5]
致远新能: 监事会决议公告
Zheng Quan Zhi Xing· 2025-08-25 16:13
Meeting Overview - The second meeting of the supervisory board of Changchun Zhiyuan New Energy Equipment Co., Ltd. was held on August 23, 2025, with all three supervisors present, confirming the legality and validity of the meeting procedures [1][2]. Financial Reporting - The supervisory board approved the 2025 semi-annual report, affirming that it accurately reflects the company's financial status and operational results without any false records or misleading statements [1][2]. - The board also confirmed that the company has complied with relevant regulations regarding the use of raised funds, with no violations reported [2][3]. Asset Impairment - The supervisory board agreed that the company's provision for asset impairment is in accordance with accounting standards and accurately reflects the company's asset status and operational results, ensuring no harm to the interests of shareholders, especially minority shareholders [2][3]. Credit Facilities - The company applied for a credit facility of up to RMB 85 million from CITIC Bank and RMB 100 million from China Everbright Bank, with the credit limits being renewable within specified timeframes [3][4]. - Personal guarantees were provided by the company's major shareholders, ensuring that the transaction does not negatively impact the company's financial status or independence [4][5].
市值超100亿元上市惠企达10家,总市值达5585.4亿元!
Sou Hu Cai Jing· 2025-08-21 13:29
Group 1 - The A-share market is performing strongly, with 10 companies from Huizhou having a market capitalization exceeding 10 billion RMB as of August 19, totaling 558.54 billion RMB [1] - Among the 8 listed Huizhou companies in the A-share market, the total market capitalization is 514.68 billion RMB, accounting for 90.7% of the total market capitalization of 20 listed Huizhou companies [2] - Notable companies include Shenghong Technology, Yiwei Lithium Energy, and TCL Technology, with Shenghong Technology's market value increasing by over 140 billion RMB since the beginning of the year [2] Group 2 - TCL Electronics, listed in Hong Kong, has a market capitalization of 236.21 billion HKD (approximately 21.74 billion RMB) and reported a 7.6% year-on-year increase in global TV shipments [4] - Huizhou-based Huitong Technology expects a profit increase of approximately 50% to 60% by June 30, 2025, compared to the mid-2024 report [5] - Li Yuanheng, a leading global new energy equipment company, recently won a Guangdong Patent Award for its contributions to technology innovation [3]
三方携手推动RWA发行 捷利交易宝早盘涨超9% 博雷顿涨近6%
Zhi Tong Cai Jing· 2025-08-21 02:07
Group 1 - Jieli Trading Treasure (08017) and Boleton (01333) experienced significant early gains, with Jieli Trading Treasure rising by 4.69% to HKD 2.01 and Boleton increasing by 5.85% to HKD 46.7 [1] - Jieli Trading Treasure announced a strategic cooperation with Boleton and Golden Continent Holdings Limited (GCH) to globally issue Real World Assets (RWA) [1] - The three parties plan to sign a Strategic Cooperation Agreement soon, focusing on three core collaborations: tokenization of RWA, building a compliant Web3 payment system, and facilitating the issuance and circulation of digital assets under Hong Kong's framework [1] Group 2 - The first core collaboration involves the tokenization of Boleton's new energy equipment operating income rights and green carbon reduction assets, creating auditable on-chain financial products [1] - The second collaboration aims to integrate a compliant Web3 payment system within Boleton's business ecosystem to enhance payment settlement efficiency [1] - The third collaboration will see GCH's licensed company responsible for the compliant issuance of tokenized assets, while TGM will handle product underwriting and subscription arrangements, establishing a complete link for asset tokenization and trading [1]