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联创光电“硬科技”转型成效凸显 可控核聚变商业化进程加速、激光业务驱动业绩增长
Quan Jing Wang· 2025-05-06 11:42
Financial Performance - In 2024, the company achieved operating revenue of 3.104 billion yuan and a net profit attributable to shareholders of 241 million yuan, demonstrating a solid growth trajectory despite a complex market environment [1] - In Q1 2025, the company reported revenue of 801 million yuan and a net profit of 116 million yuan, both showing double-digit growth year-on-year [1] Core Business Focus - The company is concentrating on three core areas: laser technology, superconductivity, and intelligent control, with significant investments in R&D to overcome technological bottlenecks [1] - The company has successfully transitioned from traditional manufacturing to hard technology, enhancing its resilience and growth potential [1] Superconductivity Developments - 2024 is seen as a pivotal year for the industrialization of high-temperature superconductivity technology, with significant breakthroughs achieved in various applications [2] - The company is a global leader in superconductivity, with its subsidiary making strides in technology development and industrialization, including successful installations and testing of superconducting heating equipment [2][3] Laser Technology Advancements - The global laser weapon market is projected to grow from $5 billion in 2023 to $24 billion by 2030, with a compound annual growth rate of 25.9% [4] - The company has established a comprehensive product lineup in the laser sector, focusing on high-end laser devices and systems, and has made significant advancements in its "Guangren" series of anti-drone systems [4][5] Intelligent Control Sector Growth - The intelligent control business saw total assets rise to 2.131 billion yuan in 2024, with a net profit of 116 million yuan, reflecting a year-on-year growth of 4.98% [6] - The company has established an innovation research institute to enhance its technological and manufacturing capabilities in various sectors, successfully expanding its market share [6] Strategic Adjustments in Backlight Source Business - The company faced challenges in 2024 due to structural adjustments in its laser and backlight source businesses, but these issues were resolved by Q1 2025, leading to significant growth in the laser segment [7][8] - The backlight source business underwent strategic restructuring, focusing on high-end applications and successfully turning profitable by March 2025 [8] Future Outlook - The company is well-positioned to leverage policy support and market demand for high-tech industries, particularly in laser and superconductivity sectors, to achieve sustained growth [8]
深圳企业坚持创新驱动发展战略应对错综复杂国际贸易环境 打造硬核竞争力 发掘市场新机会
Shen Zhen Shang Bao· 2025-05-05 16:28
当前国际贸易环境错综复杂,记者从多家深圳企业获悉,凭借丰富的经验和灵活的策略,深圳企业积极 应对、主动调整,坚持实施创新驱动发展战略,展现出强大的抗风险能力。 我国LED产业在国际上占据重要地位,海外市场的依存度高。洲明科技表示,公司在全球的销售网络布 局相对均衡,除美国外,在欧洲和亚非拉地区等地均有销售布局,全球均衡布局可以分散单一地区政策 变化带来的风险。此前,公司收购了美国本土LED企业,可实现本土化生产和分销,有助于规避关税影 响。此外,公司在北美主要推广中高端产品,客户对价格敏感度较低,成本转嫁能力较强。通过技术创 新和产品升级,进一步巩固技术优势,提高产品的附加值,增强议价能力。 深圳拓邦股份有限公司是国内智能控制领域首家上市公司。4月24日,拓邦股份通过深交所互动易平台 表示,公司的海外客户广泛分布于亚洲、欧洲、北美洲、拉丁美洲、大洋洲、非洲等多个区域。公司有 多区域化布局,如墨西哥、印度、罗马尼亚、越南等生产基地已具备批量生产能力,能有效降低单一市 场的关税风险,未来有望在产业链重构中提升份额,获取增量机会。 自主创新打造产品硬核竞争力 在4月13日举行的日本大阪世博会上,光峰科技助力中国馆、 ...
深圳和而泰智能控制股份有限公司 2024年度业绩快报
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002402 证券简称:和而泰 公告编号:2025-016 深圳和而泰智能控制股份有限公司 本公司及监事会全体成员保证信息披露内容的真实、准确和完整,没有虚假记载、误导性陈述或者重大 遗漏。 特别提示:本公告所载2024年度的财务数据为初步核算数据,未经会计师事务所审计,与年度报告中披 露的最终数据可能存在差异,请投资者注意投资风险。 一、2024年度主要财务数据和指标 单位:人民币万元 ■ 二、经营业绩和财务状况情况说明 2024年公司一如既往坚持大客户战略部署,加强业务市场拓展以及提升产品覆盖面,不断构建、优化企 业内部组织结构、管理体系、供应体系、运营体系、生产制造体系,提升抗风险能力与经营韧性,形成 高质量可持续发展的经营战略,并积极推进各项战略部署,打造大变局时代的好企业。 报告期内,公司实现营业收入96.60亿元,同比增长28.66%;主要系公司加大客户开拓力度、提高产品 覆盖面,客户订单交付增加及新客户、新项目订单增加。公司实现归属于上市公司股东的净利润为3.64 亿元,同比增长9.92%,主要系公司在市场开拓、研发创新、内部管理等方面 ...
拓邦股份(002139):收入回归双位数增长 机器人和AI整机等创新业务值得期待
Xin Lang Cai Jing· 2025-03-31 00:33
Core Viewpoint - In 2024, the company "restarts growth," with operating revenue exceeding 10 billion yuan for the first time, achieving a year-on-year growth rate returning to double digits, and overall profitability and operational efficiency significantly improved, enhancing operational health [1] Group 1: Financial Performance - In 2024, the company achieved operating revenue of 10.501 billion yuan, a year-on-year increase of 16.78%, and a net profit attributable to shareholders of 671 million yuan, up 30.25% year-on-year [2][3] - The company reported a net profit margin of 6.39%, an increase of 0.66 percentage points year-on-year, and a comprehensive gross margin of 22.97%, up 0.66 percentage points [7] Group 2: Business Growth and Strategy - The company's core business segments, including tools and home appliances, achieved operating revenue of 7.981 billion yuan in 2024, with a year-on-year growth of 25.48%, and both segments saw revenue growth rates exceeding 20% [4] - The company is focusing on a "two-step" strategy to enhance customer demand and optimize component product capabilities while deepening core technologies to create new growth opportunities [3] Group 3: Innovation and Future Outlook - The company has established a product platform in the robotics field, including servo drives and motors, and has successfully delivered samples to over 10 leading industry enterprises for humanoid robot applications [5] - The digital energy and smart automotive sectors are expected to open up broad long-term growth opportunities, despite a decline in revenue for digital energy due to falling market prices [4] Group 4: Global Expansion - The company accelerated its international market presence, with overseas manufacturing platform output exceeding 2.2 billion yuan, growing over 70%, benefiting from its global layout in countries like Vietnam, India, Romania, and Mexico [8]
华之杰IPO前向陆亚洲家族分红1.97亿 募投项目5年未动工疑股东退出秘而不宣
Chang Jiang Shang Bao· 2025-03-31 00:15
3月28日,上交所上市审核委对华之杰上市申请进行了审议,认为其符合发行条件、上市条件和信息披 露要求,但还有问题未解决。 筹划IPO上市长达17年,苏州华之杰电讯股份有限公司(以下简称"华之杰")终于取得了重大实质进展, 但距离真正挂牌上市还有一段距离。 这究竟是怎么回事?华之杰对如此重大事件没有回应。 长达17年的IPO上市路 华之杰执着于A股上市,但其IPO之路走得很苦很累。 根据招股书,2001年5月,华之杰商务与香港佳贸共同出资设立华之杰有限,注册资本为100万美元,香 港佳贸出资95万美元。2002年12月,香港佳贸将其持有华之杰有限95%股权转让给超能公司。陆亚洲设 立超能公司以及通过超能公司投资华之杰有限的出资来源均为香港佳贸董事长陈洪兰通过香港佳贸提供 的借款。 IPO上市之路异常曲折艰辛,与其异常现象较多有关。 在IPO之前的2017年至2021年,华之杰累计向股东派发现金红利约2.14亿元,其中,约1.97亿元分给了 公司实际控制人陆亚洲一家。分红之后,公司再计划募资建设及补充流动资金,因此被质疑有圈钱嫌 疑。 本次IPO募投项目,2009年就已取得土地使用权证,2020年取得了项目备案证 ...
华之杰过会:今年IPO过关第8家 中信建投过2单
Zhong Guo Jing Ji Wang· 2025-03-29 07:46
Core Viewpoint - Suzhou Huazhi Jie Telecommunications Co., Ltd. has successfully passed the IPO review by the Shanghai Stock Exchange, marking it as the 8th company to be approved for listing this year [1][2]. Company Overview - Huazhi Jie is positioned in the smart control industry, focusing on lithium battery power management, smart control, and brushless motor drive technologies. The company provides system solutions for power management and drive in lithium battery electric tools and consumer electronics [1]. - The main products include smart switches, smart controllers, brushless motors, and precision structural components, integrating R&D, production, and sales [1]. IPO Details - The company plans to publicly issue no more than 25 million shares, accounting for at least 25% of the total share capital post-issue. The total funds to be raised are approximately 48.61 million yuan, aimed at expanding production capacity for electric tool smart components and supplementing working capital [2]. - The lead underwriter for the IPO is CITIC Securities, marking the second successful IPO project for CITIC Securities this year [1][2]. Market and Financial Considerations - The company was questioned during the listing committee meeting regarding the rapid increase in gross margin for its smart switch products compared to industry peers, and the potential risks of significant performance fluctuations [3]. - The necessity and rationale behind the fundraising projects were also discussed, particularly in relation to market trends and existing production capacity utilization [3].
华之杰:全球电动工具核心供应商,新能源+智能家居释放增长潜能
梧桐树下V· 2025-03-27 12:22
据上交所公告显示,上交所上市审核委员会将于3月28日召开2025年第10次审议会议,审议苏州华之杰电讯股份有限公司(简称:华之杰)的首发申 请。 公开资料显示,华之杰定位智能控制行业,主要为电动工具、消费电子等领域产品提供智能、安全、精密的关键功能零部件,公司是百得集团、牧田集 团、TTI集团等全球电动工具巨头的关键供应商之一,近年来正积极拓展新能源汽车、智能家居等领域业务。本次上市,公司拟募集资金48,608.58万 元,主要用于年产8,650万件电动工具智能零部件扩产项目及补充流动资金。 聚焦智能控制领域,一体化能力解决行业痛点 华之杰的主要产品为智能开关、智能控制器、无刷电机、精密结构件,主要应用于锂电电动工具、消费电子等领域。其中电动工具零部件产品占主营业 务收入的比例达到90%以上,是公司主要的收入来源。 国内外双轮驱动,绑定下游龙头业绩稳增 全球电动工具及园林工具消费市场呈现显著地域特征:欧美地区因人工成本高企叠加浓厚的DIY文化,形成家居装修、汽修维护、草坪修剪等自主作业 场景的持续需求。Frost&Sullivan数据显示, 北美市场自2018年超越欧洲成为全球最大电动工具市场,2020年以1 ...