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航天南湖2024年财报:营收暴跌70%,净利润亏损7800万
Jin Rong Jie· 2025-04-21 13:41
Core Insights - The company reported a significant decline in both revenue and profit for 2024, with total revenue dropping to 218 million yuan, a decrease of 69.98% year-on-year, and a net loss of 78.23 million yuan, down 176.36% from a profit of 102 million yuan in 2023 [1][4] - Despite maintaining a high level of R&D investment, accounting for 44.44% of total revenue, the overall operational situation remains challenging, with short-term benefits from R&D investments being limited [1][7] Revenue and Profit Decline - The company's total revenue fell sharply from 726 million yuan in 2023 to 218 million yuan in 2024, marking a decline of 69.98% [4] - The net profit turned from a profit of 102 million yuan in 2023 to a loss of 78.23 million yuan in 2024, reflecting a year-on-year decrease of 176.36% [4] - The fourth quarter of 2024 saw a further decline in revenue to 132 million yuan, down 28.75% quarter-on-quarter, and a net loss of 20 million yuan, a staggering drop of 2824.01% [4] Product Structure and Market Dependency - The company's product structure is heavily reliant on radar and related equipment, which generated 89 million yuan in revenue in 2024, a significant decline of 84.89% [5] - The gross margin for radar and related equipment decreased by 26.77 percentage points to 6.47% [5] - The company’s revenue from radar components increased by 4.13% to 111 million yuan, with a gross margin of 27.65%, down 0.69 percentage points [5] Regional Performance - The North China region accounted for the largest share of revenue, generating 164 million yuan in 2024, a decline of 75.27% [6] - The gross margin in North China decreased by 14.65 percentage points to 18.95% [6] - In contrast, the Southwest region saw a revenue increase of 281.63% to 33 million yuan, with a gross margin rise of 25.71 percentage points to 17.73% [6] R&D Investment - The company maintained a high R&D investment of 96.79 million yuan in 2024, representing 44.44% of total revenue [7] - The workforce included 345 R&D personnel, making up 42.23% of total employees [7] - The company added 8 new patents in 2024, including 6 defense patents, bringing the total to 56 invention patents and 83 utility model patents [7]
专家访谈汇总:小米股价需回落至52港元寻找支撑
阿尔法工场研究院· 2025-03-25 10:23
1 、 《 时隔逾4年再次配股集资,小米股价短线受压 》摘要 2、 《 揭秘"全口径消费统计制度"》摘要 以北京市为例 早在 年其就发布 《北京市市场总消费统计办法》 这使得消费统计更加全 ■ 建议关注的制导装备产业链公司:高德红外、北方导航、理工导航、智明达、中天火箭、晶品特 装、广东宏大、长城军工等;雷达产业链公司:航天南湖、国睿科技等。 ■ 建议关注的地面兵装产业链公司:内蒙一机、晶品特装等;其他具有出口业务的公司包括:威海广 泰、航宇科技、睿创微纳等。 ■ 在AI大发展的背景下,新能源产业链有望与AIDC(人工智能数据中心)、人形机器人以及低空经济 深度融合,从而推动社会智能化升级并开辟新的成长空间。 ■ AI巨头加速资本开支,推动新能源产业链设备(如HVDC、BBU等)与数据中心技术的结合,这将 助力数据中心向智能计算(智算)数据中心转型。 ■ 随着新能源与人形机器人领域的结合,未来新能源汽车产业链中的公司可能会积极拓展人形机器人 业务。 ■ 与电动车发展阶段不同的是,国内人形机器人产业有望引领全球发展,从0到1的过渡期有望实现更 加顺利的进展。 ■ 新能源的三电系统(电池、电机、电控)是低空经济发 ...
纳睿雷达:纳睿雷达首次公开发行股票并在科创板上市发行结果公告
2023-02-23 11:18
根据《广东纳睿雷达科技股份有限公司首次公开发行股票并在科创板上市发 行安排及初步询价公告》和《广东纳睿雷达科技股份有限公司首次公开发行股票 并在科创板上市发行公告》(以下简称"《发行公告》")公布的回拨机制,由 于网上初步有效申购倍数约为 3,553.27 倍,高于 100 倍,发行人和保荐机构(主 承销商)决定启动回拨机制,将扣除最终战略配售部分后本次公开发行股票数量 的 10%(向上取整至 500 股的整数倍,即 373.85 万股)由网下回拨至网上。回 拨机制启动后:网下最终发行数量为 2,262.2953 万股,约占扣除最终战略配售数 量后发行数量的 60.52%;网上最终发行数量为 1,475.8500 万股,约占扣除最终 战略配售数量后发行数量的 39.48%。 本次发行的网上、网下认购缴款工作已于 2023 年 2 月 22 日(T+2 日)结 束。具体情况如下: 一、新股认购情况统计 广东纳睿雷达科技股份有限公司 首次公开发行股票并在科创板上市 发行结果公告 保荐机构(主承销商):中信证券股份有限公司 广东纳睿雷达科技股份有限公司(以下简称"发行人"或"纳睿雷达")首 次公开发行人民币普通股( ...