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中铁装配:2025一季报净利润-0.31亿 同比增长6.06%
Tong Hua Shun Cai Bao· 2025-04-24 12:24
一、主要会计数据和财务指标 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益(元) | -0.1300 | -0.1300 | 0 | -0.1400 | | 每股净资产(元) | 3.39 | 3.55 | -4.51 | 3.65 | | 每股公积金(元) | 3.87 | 3.77 | 2.65 | 3.18 | | 每股未分配利润(元) | -1.55 | -1.30 | -19.23 | -0.64 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 2.61 | 3.18 | -17.92 | 1.62 | | 净利润(亿元) | -0.31 | -0.33 | 6.06 | -0.34 | | 净资产收益率(%) | -3.74 | -3.85 | 2.86 | -3.76 | 数据四舍五入,查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有: 9677.09万股,累计占流通股比: 4 ...
中铁装配(300374) - 2025年4月11日投资者关系活动记录表
2025-04-11 09:30
Financial Performance - The company achieved a revenue of 1.901 billion yuan, representing a year-on-year growth of 27.07% [2] - The net loss attributable to shareholders was 64 million yuan, a reduction in loss by 60.85% compared to the previous year [2] - Operating cash flow remained stable at 92 million yuan, consistent with the previous year [2] Cost Control and Profitability - Future measures to enhance cost control include strengthening budget management, streamlining organizational structure, and controlling non-productive expenses [1] - The company aims to improve net profit margin and achieve profitability by optimizing the procurement supply chain [1] Order Conversion and Market Strategy - The company plans to enhance order conversion rates by optimizing business structure and leveraging internal resources within the China Railway system [1] - Focus will be on developing prefabricated steel structure processing and installation business to ensure project delivery quality and adherence to timelines [2] Research and Development - R&D expenses increased by 37.20% year-on-year, with the company holding 136 valid patents as of 2024 [4] - The company has established a comprehensive prefabricated building product system through over a decade of R&D efforts [2] Industry Outlook - The total output value of the construction industry in 2024 reached 32.6501 trillion yuan, with a year-on-year growth of 3.9% [3] - The company anticipates significant growth opportunities in the prefabricated building sector, driven by national policies promoting green and low-carbon construction [3] Strategic Planning - The company’s strategic focus for the next 3-5 years includes brand building and developing core business advantages in prefabricated EPC projects, prefabricated steel structures, prefabricated building materials, and integrated housing [3]
【中铁装配(300374.SZ)】钢铁行业供给侧改革加速,公司钢结构业务有望受益——跟踪点评报告(孙伟风/陈奇凡)
光大证券研究· 2025-03-26 09:07
点击注册小程序 查看完整报告 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 2020年以来,装配式建筑行业标准趋于完善,为规模化、产业化奠定基础 2020年以来,住建部出台 《装配式住宅设计选型标准》等多份政策文件,涉及预制 PC、装配式钢结构、 装配式装修等领域;官方出台的设计规范文件为装配式建筑的设计、生产、施工、装修等环节提供了参考 标准,有助于推动装配式建筑生产标准化、规模化。未来随着装配式建筑规范化程度日趋完善,规模化带 动建筑预制成本逐步下降,装配式建筑有望推广至更大应用范围,行业空间或持续扩容。 钢铁行业供给侧改革加速,或助力钢结构业务盈利能力回升 3月20日,中信特钢董事长钱刚在该公司业绩说明会上透露,国内钢铁行业正在筹划成立相关基金,建立 落后钢铁产能退出的补偿机制,"从去年下半年开 ...