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历时近四个月!宁波富达跨界收购“梦碎”,A股年内多起并购案告吹
Hua Xia Shi Bao· 2025-05-16 08:32
华夏时报记者谢碧鹭帅可聪北京报道 今年以来,多家上市公司跨界收购对外宣布失败。比如,近期宁波富达(600724)对外披露了关于终止筹划重大 资产重组事项的公告。此前,宁波富达计划取得晶鑫材料不少于45%股权。然而,尽管双方积极推进各项工作, 但历时约四个月,最终终止了本次重组,选择"分道扬镳"。 计划助力产业转型 据悉,宁波富达是一家以城市商业地产运营管理和住宅开发为主业、兼营新型建材的上市公司,近几年其经营业 绩持续滑坡。 此次拟收购的晶鑫材料专注于太阳能光伏及电子科技领域电子材料的研发、生产和销售,其主要产品有太阳能光 伏用正、背银粉、特种导电银粉等。晶鑫材料在太阳能电池用超细银粉这一细分领域深耕二十余年,核心主导产 品"晶硅太阳能电池用正面电极用银粉"属于太阳能电池制造的关键基础材料,在光伏产业链中位于中上游,用于 生产光伏导电银浆。 "公司主营业务是商业零售地产和水泥建材。对于跨界并购,与其他基于自身产业链开展并购的上市公司相比,我 们要做的工作更多,实施上也会更加谨慎。自筹划重大资产重组事项以来,公司积极组织交易双方以及中介机构 稳步推进各项工作,但双方未能就交易最终方案达成一致。经友好协商,各方同 ...
唯特偶:公司部分产品已达国际先进水平,多领域实现国产替代
Ju Chao Zi Xun· 2025-05-15 07:33
在成本控制方面,公司通过业务流程优化、套期保值对冲原材料波动、数字化管理及费用管控等举措,有效降低运营成本并提升资金效率。针对毛利率提 升计划,公司表示将深化半导体、光伏等高增长领域资源配置,加强技术研发与生产协同,同时强化内部资源整合,推动经营质量稳步修复。 展望未来,公司认为增长潜力来自新能源汽车、5G通讯、光伏等新兴产业的持续爆发,以及海外市场的拓展成效。目前客户覆盖华为、比亚迪、隆基股 份、海康威视等各行业龙头企业,并通过富士康等EMS厂商间接服务惠普、戴尔等国际品牌。 (校对/黄仁贵) 公司通过持续研发投入与技术升级,构建了电子装联材料与可靠性材料的双业务矩阵,形成了覆盖热学、力学、防腐蚀等电子新材料的一站式解决方案, 显著降低客户采购与管理成本,助力国产材料在产业链中的渗透率提升。 2024年,公司营业收入同比增长25.75%,主要受益于产品销量稳步增长及原材料锡金属价格传导效应。未来,公司将坚定执行"六五战略规划",聚焦大客 户战略、渠道优化及海外市场拓展,加速布局东南亚、美洲等区域。目前已在香港、新加坡、墨西哥等6地设立分支机构,并计划在南通及墨西哥新建生 产基地,进一步提升全球交付能力。此外 ...
双重震荡!沃尔核材“无主”架构下,董事长急退与筹划赴港上市同日上演
Hua Xia Shi Bao· 2025-05-15 04:22
华夏时报(www.chinatimes.net.cn)记者 李佳佳 李未来 北京报道 又有企业冲刺"A+H"股。 5月12日晚间,深圳市沃尔核材股份有限公司(下称"沃尔核材",002130.SZ)宣布了两则重磅消息,一是公司筹 划赴港上市,二是董事会近日收到公司董事长周文河书面辞职报告。 根据公告,周文河以个人年龄为由申请辞去董事长等职务。值得关注的是,上述人事变动与赴港上市两大消息于 同日披露,这不禁引发市场猜测,是否属于公司规划的战略安排?两项重大事项之间是否有潜在关联? 为了解相关事项,《华夏时报》记者发采访函至公司董秘办邮箱,但截至发稿前,未收到对方回复。 截至5月14日收盘,公司股价报21.14元/股,较前一交易日微涨0.81%,总市值达266.34亿元,年内股价累计跌幅为 16.28%。 核心市场毛利率下滑 据公开信息,沃尔核材主营业务聚焦在电子通信和新能源电力行业,具体可分为电子材料、通信线缆、电力、新 能源汽车及风力发电五类业务。公司在中国华南、华东、华中、华北地区均设有生产基地。 财报显示,2024年,公司实现营业收入69.27亿元,同比提升21.03%;实现归母净利润8.48亿元,同比增加 ...
劲嘉股份(002191) - 2025年5月13日投资者关系活动记录表
2025-05-14 01:12
Group 1: Financial Performance and Strategies - The company has experienced a decline in revenue and net profit for three consecutive years and is implementing measures to reverse this trend [1] - Plans to enhance core competitiveness and establish differentiated competitive barriers in three key industries: premium paper packaging, new materials, and new tobacco [1] - The company aims to create a clear second and third growth curve through strategic positioning in the global market [1] Group 2: Market Expansion and Opportunities - The company is cautiously expanding its new tobacco business into potential markets, including Europe and the Americas, based on local market characteristics and consumer preferences [2] - Plans to enhance competitiveness in the high-end packaging market by improving R&D capabilities and optimizing production processes [3] Group 3: Challenges and Adjustments - The decline in the premium paper packaging business is attributed to changing market demands and reduced customer orders, prompting a strategic adjustment to enhance product development and market outreach [4] - The company is considering restructuring or integrating loss-making subsidiaries to improve overall profitability and market competitiveness [6] Group 4: Future Development Plans - The company is focused on building a diversified development framework in the new tobacco sector, emphasizing customized services and standardized production management [5] - Plans to advance the electronic materials business by overcoming technical barriers and enhancing product performance for scale production [5]
沃尔核材拟发行H股股票并申请在香港联交所上市 AI算力需求推动高速通信线订单增长
Core Viewpoint - The company,沃尔核材, plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international strategy and brand image while improving core competitiveness and management levels [1][2] Group 1: H-Share Issuance and Listing - The board of directors approved the proposal for issuing H-shares and listing on the Hong Kong Stock Exchange [1] - The company aims to complete the issuance within 24 months, considering the interests of existing shareholders and market conditions [1] - The issuance requires approval from various regulatory bodies, including the China Securities Regulatory Commission and the Hong Kong Stock Exchange [1][2] Group 2: Business Performance - In 2024, the company achieved a revenue of 6.93 billion yuan, a year-on-year increase of 21.03%, and a net profit of 848 million yuan, also up by 21.00% [2] - The first quarter of 2025 saw a revenue of 1.76 billion yuan, representing a 26.60% year-on-year growth, with a net profit of 250 million yuan, up 35.86% [3] Group 3: Business Strategy and Market Focus - The company focuses on the electronic communication and new energy power sectors, with plans to strengthen its competitive edge through automation and digital management [3] - The product matrix includes electronic materials, communication cables, electricity, new energy vehicles, and wind power, providing a robust foundation for growth [3] - The company is actively expanding production capacity, including new bases in Malaysia and Huizhou [3] Group 4: Market Demand and Supply Chain Management - There is a growing demand for high-speed communication lines driven by increasing AI computing power, which is positively impacting the company's revenue [4] - The company is monitoring fluctuations in raw material prices, particularly copper, to mitigate impacts on pricing and costs [5]
宁波富达终止跨界收购晶鑫材料,主业低迷拖累转型突围
Shen Zhen Shang Bao· 2025-05-09 14:58
5月9日晚间,宁波富达(600724)股份有限公司(以下简称"宁波雷达"或"公司")发布关于终止筹划重 大资产重组事项的公告。公告称,公司与宁波晶鑫电子材料有限公司(以下简称"晶鑫材料"或"目标公 司")的股东签署《投资合作意向协议之终止协议》,同意终止筹划重大资产重组事项。 深圳商报·读创客户端记者 穆砚 此前,宁波富达表示,收购晶鑫材料后,公司将在原有商业地产和水泥建材两大主营业务基础上,新进 入以光伏银粉为主的电子专用材料领域,并将依托自身资源优势,与目标公司实现有效协同,助力公司 实现产业转型突破和能级提升。但此次重组折戟暴露了其对外并购的审慎不足。 2024年,宁波富达剥离了燃料油业务。宁波富达曾在2023年年报中表示,公司是一家投资型公司,公司 本级没有实体业务。公司下属子公司涉及三个行业,主要业务为商业地产的出租、自营联营及托管业 务,水泥及其制品的生产、销售与燃料油业务。 尽管本次交易尚处筹划阶段且未支付任何款项,但这一动作仍反映出公司在战略扩张中的现实阻力。 近两年,宁波富达调整优化内部产业结构,主动出清部分盈利能力不佳的资产。 公告透露,于2025年1月17日披露了《宁波富达股份有限公司关 ...
同益股份(300538) - 300538同益股份投资者关系管理信息20250509
2025-05-09 09:58
深圳市同益实业股份有限公司 投资者关系活动记录表 证券代码:300538 证券简称:同益股份 编号:2025-001 深圳市同益实业股份有限公司 投资者关系活动记录表 | 投资者关系活动类别 | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 ☑业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 (请文字说明其他活动内容) | | 参与单位名称 及人员姓名 | 线上参与公司 年度网上业绩说明会的投资者 2024 | | 时间 | 2025 年 5 月 9 日(星期五)下午 15:00-17:00 | | 地点 | 价值在线(https://www.ir-online.cn/) | | 形式 | 网络互动方式 | | 上市公司接待人员姓名 | 董事长兼董事会秘书(代行):邵羽南先生 | | | 副董事长、总经理:华青翠女士 | | | 独立董事:周明女士 | | | 财务总监:宫诚先生 | | | 1.在产品质量管控方面采取了哪些措施? | | | 答:尊敬的投资者,您好。在产品质量管控方面,公司持续优 | | | 化生产工艺、改进生产 ...
从“校内培养”向“市场实战”转变
Ke Ji Ri Bao· 2025-05-07 01:31
Core Viewpoint - The article discusses the shift in graduate education at Anhui University of Technology (AHT) from traditional on-campus training to practical market-oriented training through collaboration with industry partners [1][3]. Group 1: Collaboration with Industry - AHT has established 21 provincial-level joint training bases with companies like Chery New Energy Automobile Technology Co., Ltd. and Guoxuan High-Tech Co., Ltd., employing 289 industry mentors [3]. - The university has implemented a dual-mentor system, enhancing the training of master's students by integrating theoretical and practical learning [3][4]. Group 2: Dual-Track Curriculum - AHT's dual-track curriculum includes both theoretical courses and practical industry-oriented courses, designed in collaboration with companies like Anhui Andekeming Electronic Materials Technology Co., Ltd. [4]. - Students are required to complete at least six months of project work in the industry, with their theses based on real projects from these companies [4]. Group 3: Practical Applications and Outcomes - The collaboration has led to successful outcomes, with three out of six joint-trained master's students choosing to stay with their company after completing their projects [4]. - AHT's computer science students have developed a big data platform for the beef cattle industry, creating over 300,000 yuan in economic benefits and generating numerous job opportunities [6]. - The partnership with Tongling Nonferrous Metals Group has resulted in research projects that directly contribute to production processes, with 15 graduates taking on core roles in the company [8]. Group 4: Future Directions - AHT aims to build a new educational ecosystem that integrates education, talent, industry, and innovation chains, focusing on deepening cooperation with leading enterprises and research institutions [8].
福斯特(603806):Q1利润超预期 看好海外业务及电子材料贡献盈利增量
Xin Lang Cai Jing· 2025-05-06 00:32
Group 1 - The company reported Q1 2025 revenue of 3.624 billion yuan, a year-on-year decrease of 32%, and a net profit attributable to shareholders of 401 million yuan, down 23% year-on-year [1] - The company's sales volume in the film business is expected to decline both year-on-year and month-on-month in Q1, with a seasonal demand dip in January and February, followed by increased shipments in March due to domestic demand [2] - The company anticipates a recovery in single-watt net profit in Q1, primarily benefiting from price increases in December last year and March this year, maintaining a strong profitability level within the industry [2] Group 2 - The company expects good growth in sales of photosensitive dry film, entering a phase of volume and profit increase as major PCB customers ramp up procurement [3] - For 2025, the company forecasts improved profitability as second- and third-tier companies gradually exit the market, leading to industry consolidation [3] - The company is expanding its overseas film production capacity, initiating the second phase of its Thailand base expansion, which will further increase the proportion of overseas sales [3] Group 3 - The company has established a self-controlled core raw material supply chain and dual manufacturing centers in East and South China, positioning itself for rapid growth in the electronic materials business as the electronic circuit industry recovers [3] - The company's client base includes leading firms in the industry, and its products cater to various manufacturing processes, expanding into packaging substrates to meet high-end chip demands [3] Group 4 - The company is projected to achieve net profits attributable to shareholders of 1.9 billion yuan and 2.6 billion yuan in 2025 and 2026, respectively, corresponding to valuations of 17 and 12 times [4]
鼎龙股份(300054):25Q1业绩符合预期 电子材料布局多点开花
Xin Lang Cai Jing· 2025-05-05 08:48
受打印复印耗材原装芯片新品发布同比减少,以及新领域芯片开发影响,净利润同比有所收窄。 此外,传统打印复印通用耗材板块,经营情况保持稳定,受终端市场需求影响,营业收入同比略降,归 母净利润同比收窄。 投资分析意见:根据公司25Q1 经营数据,参考公司股权激励目标,小幅上调公司2025-2026年归母净利 润预测为6.87、9.73 亿元(原值为6.66、9.65 亿元),新增2027 年归母净利润预测为12.34 亿元,当前 市值对应PE 为41、29、23X,看好公司电子材料平台化布局,维持"增持"评级。 风险提示:1)新项目进展不及预期;2)客户导入不及预期;3)下游需求不及预期;4)2024年12 月 19 日公司就深交所问询函进行了回复。 公司发布2024 年报:报告期内,公司实现营收33.38 亿元(YoY+25%),归母净利润5.21亿元 (YoY+135%),扣非归母净利润4.69 亿元(YoY+185%),销售毛利率46.88%,同比+9.93pct,净利 率19.14%,同比+8.35pct。其中,24Q4 单季度实现营收9.12 亿元(YoY+15%,QoQ+1%),归母净利 润1.44 亿 ...