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大为股份: 2025年半年度业绩预告
Zheng Quan Zhi Xing· 2025-07-10 09:15
Performance Forecast - The company expects a loss of 10.8 million to 13.2 million yuan for the period from January 1, 2025, to June 30, 2025, compared to a loss of 10.2467 million yuan in the same period last year [1][2] - The net profit attributable to shareholders is projected to decline by 5.40% to 28.82% compared to the previous year, where the loss was between 6 million to 8.2 million yuan [1][2] - The basic earnings per share are estimated to be a loss of 0.0455 to 0.0556 yuan per share, compared to a loss of 0.0434 yuan per share in the previous year [2] Communication with Auditors - The performance forecast has not been reviewed by registered accountants, but the company has communicated with the auditing firm regarding the forecast, and there are no significant disagreements [2] Reasons for Performance Changes - The company is advancing its two main business areas: "New Energy + Automotive" and "Semiconductor Storage + Smart Terminals" [2] - In the automotive parts sector, the company is responding to the national "Belt and Road" initiative by collaborating with high-quality global clients to drive business growth [2] - In the semiconductor storage sector, the global market is in an upward cycle, and the company is seizing market opportunities to expand its client base and enhance market share [2] - The Chenzhou lithium battery project is in the construction investment phase, with management expenses and operating costs accounted for in the current period's profit and loss [2]
碰瓷问界、智界!“重庆摩托车大王”旗下公司发致歉声明
Group 1 - Chongqing Zongshen announced the launch of two new electric tricycles named "Zhi Jie S300" and "Wen Jie Q1p" at a product launch event [1] - Both "Zhi Jie" and "Wen Jie" are popular automotive brands under Hongmeng Zhixing, with Chery Automobile Co., Ltd. having registered the "Zhi Jie" trademark since 2020, and Seres Automotive Co., Ltd. holding multiple "Wen Jie" related trademarks [2] - There is public curiosity regarding the appearance of "Zhi Jie" and "Wen Jie" at a non-automotive company event [3] Group 2 - There are concerns that Zongshen's actions may be perceived as "hitching a ride" on the reputation of Hongmeng Zhixing's automotive brands [4] - Zongshen's official account issued an apology for the infringement of the "Wen Jie," "Zhi Jie," and "Shang Jie" trademarks, acknowledging the misunderstanding caused to the public and brand owners [5] - The company has committed to rectifying the naming of the products and enhancing internal review mechanisms [5] Group 3 - Chongqing Zongshen was established in 2001 and specializes in the research, development, manufacturing, and sales of new energy vehicles, three-wheeled motorcycles, and electric tricycles [7] - The company is located in the High-tech Industrial Development Zone of Bishan District, Chongqing [7] - The ownership structure of Chongqing Zongshen shows that Zongshen Industrial Group holds 51%, with other shareholders including Yuan Li and Yuan Deshan [9]
长源东谷: 襄阳长源东谷实业股份有限公司2025年半年度业绩预告的公告
Zheng Quan Zhi Xing· 2025-07-10 08:17
证券代码:603950 证券简称:长源东谷 公告编号:2025-033 襄阳长源东谷实业股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示: 一、本期业绩预告情况 (一)业绩预告期间 (二)业绩预告情况 经财务部门初步测算,预计 2025 年半年度实现归属于母公司所有者的净利 润为人民币 15,500 万元到 18,000 万元,与上年同期(法定披露数据)相比,将 增加 5,970.05 万元到 8,470.05 万元,同比增加 62.65%到 88.88%。 预计 2025 年半年度实现归属于母公司所有者的扣除非经常性损益的净利润 为 15,000 万元到 17,000 万元,与上年同期(法定披露数据)相比,将增加 (三)本次业绩预告数据未经注册会计师审计。 二、上年同期业绩情况 (一)利润总额:10,477.47 万元。归属于母公司所有者的净利润:9,529.95 万元。归属于母公司所有者的扣除非经常性损益的净利润:9,326.35 万元。 (二)基本每股收益:0.29 元。 三、本期业绩受影 ...
松芝股份:预计2025年上半年净利润同比增长53.58%-86.49%
news flash· 2025-07-10 08:10
松芝股份(002454)公告,预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润为1.4亿 元–1.7亿元,同比上升53.58%-86.49%;扣除非经常性损益后的净利润为1.25亿元–1.55亿元,同比上升 67.08%-107.18%;基本每股收益为0.2元/股–0.3元/股。业绩增长主要由于公司主要业务板块订单饱和, 国内外业务平稳增长,以及降本增效和期间费用优化控制工作取得良好成效。 ...
长源东谷:预计2025年上半年净利润同比增长62.65%-88.88%
news flash· 2025-07-10 07:36
长源东谷(603950)公告,预计2025年上半年实现归属于母公司所有者的净利润为人民币1.55亿元到1.8 亿元,与上年同期相比,将增加5970.05万元到8470.05万元,同比增加62.65%到88.88%。预计2025年上 半年实现归属于母公司所有者的扣除非经常性损益的净利润为人民币1.5亿元到1.7亿元,与上年同期相 比,将增加5673.65万元至7673.65万元,同比增加60.83%到82.28%。 ...
长华集团员工持股平台昨日减持445万股 套现5984万元
Zhong Guo Jing Ji Wang· 2025-07-10 06:45
中国经济网北京7月10日讯 长华集团(605018.SH)昨晚发布关于持股5%以上股东权益变动触及1%刻度的 提示性公告。 本次权益变动为股东履行此前披露的减持计划,不触及要约收购,本次减持事项与股东此前已披露的计 划、承诺一致。本次权益变动不会导致公司控股股东、实际控制人发生变化。 公告显示,7月9日,宁波长宏股权投资合伙企业(有限合伙)、宁波久尔投资合伙企业(有限合伙)分 别减持250万股、195万股。合计减持445万股。 公司上市发行募集资金总额40,512.96万元,扣除发行费用后,实际募集资金净额为36,588.05万元。 公司最终募集资金净额比原计划少1,702.43万元。公司上市前披露的招股说明书显示,公司拟募集资金 38,290.48万元,用于汽车冲焊件(武汉)生产基地建设项目,汽车紧固件技术升级改造及扩产项目,补 充营运资金项目,研发中心改造升级项目。 公司发行费用合计3,924.91万元(不含税),其中保荐及承销费用2,307.22万元。 按长华集团7月9日的加权均价13.448元计算,宁波长宏股权投资合伙企业(有限合伙)和宁波久尔投资 合伙企业(有限合伙)减持金额共计5984.36万元。 ...
中国能印度也能?莫迪突然吹响反击号角,轮到特朗普骑虎难下了
Sou Hu Cai Jing· 2025-07-10 06:18
因此,印度的突然反击可谓让美国措手不及,甚至让特朗普陷入两难境地。从7月4日起,白宫开始向各国发函,表明美国不再考虑与各国单独谈判,而是 选择通过"一刀切"的方式直接设定关税。这一变动令印度不满,给美国带来了意外的挑战。如果美印协议未能在"最后期限"之前达成,那么印度将面临美 国征收26%关税的局面,这对新德里来说无疑是不可接受的,因为美印之间存在巨大的贸易逆差。根据去年的数据,印度对美国的出口总额为874亿美 元,而美国对印度的出口仅为418亿美元,差距达到457亿美元。如果美国决定在这一时刻加重对印度的关税压力,印度必定会采取强烈反击。 事实上,这一局面完全是由美国一手促成的。在美印贸易谈判中,涉及到的主要矛盾点集中在印度是否同意向美国开放农业和乳制品市场。众所周知,美 国是全球农业强国,农产品和乳制品的出口在其经济中占有举足轻重的地位,特朗普政府在这方面要求印度做出让步,而印度则坚持表示这是"不可妥协 的红线"。对于印度而言,农业是国家的命脉,一旦让步,可能会导致大量小农户破产。而乳制品则是印度经济发展中重要的朝阳产业,因此印度必须在 这一问题上保持强硬立场,否则将对经济和产业造成不可挽回的损害。这些产 ...
易实精密(836221):公司事件点评报告:拟控股精冲领军企业,协同效应加速公司成长
Huaxin Securities· 2025-07-10 05:32
Investment Rating - The report maintains a "Buy" investment rating for 易实精密 (836221.BJ) [2][12] Core Views - 易实精密 plans to acquire 51% of 通亦和精工科技 for a maximum price of 1.6 billion yuan, with performance commitments for net profits of 28 million, 32 million, and 36 million yuan for the years 2025 to 2027 [5][12] - The acquisition aims to enhance the company's metal forming process chain and create synergies that will accelerate growth [5][8] - The company is focusing on developing a new manufacturing process for harmonic reducer flexible wheels, which is expected to lower production costs [9][10] Summary by Sections Company Overview - 易实精密's current stock price is 20.94 yuan, with a total market capitalization of 2.4 billion yuan and a total share count of 116 million [2] Market Position - 通亦和 specializes in precision molds and stamping parts, holding 20 patents, including 3 invention patents [6][7] - The company has established long-term relationships with major clients such as 佛吉亚 and 麦格纳宏立 [6] Acquisition Details - The acquisition of 通亦和 is structured in three payment phases: 50%, 20%, and 30%, contingent on performance milestones [5] - The acquisition is expected to integrate supply chain resources, enhancing procurement capabilities and customer bases [8][9] Financial Projections - Revenue forecasts for 易实精密 are 400 million, 510 million, and 610 million yuan for 2025, 2026, and 2027 respectively, with net profits projected at 68 million, 83 million, and 100 million yuan [12][14] - The company anticipates a steady growth rate in revenue and net profit, with a net profit margin of approximately 17.1% in 2024 [14][15]
7月10日早间重要公告一览
Xi Niu Cai Jing· 2025-07-10 05:02
联合精密:上半年净利润预增46.61%-57.61% 7月10日,联合精密(001268)发布2025年半年度业绩预告,公司预计上半年实现归属于上市公司股东 的净利润4930万元至5300万元,同比增长46.61%-57.61%;预计扣除非经常性损益后的净利润4910万元 至5280万元,同比增长48.58%-59.78%。 资料显示,联合精密成立于2003年8月,主营业务是精密机械零部件的研发、生产及销售。 所属行业:家用电器–家电零部件Ⅱ–家电零部件Ⅲ 映翰通:股东及董事拟合计减持不超过2.79%公司股份 7月10日,映翰通(688080)发布公告称,公司股东常州德丰杰清洁技术创业投资中心(有限合伙)、 深圳市优尼科投资管理合伙企业(有限合伙)-深圳南山阿斯特创新股权投资基金合伙企业(有限合 伙)以及董事、副总经理、核心技术人员韩传俊计划减持公司股份。其中,德丰杰拟减持不超过162.91 万股,占总股本2.21%;南山阿斯特拟减持不超过37.58万股,占总股本0.51%;韩传俊拟减持不超过50 万股,占总股本0.07%。减持原因均为资金需求。 资料显示,映翰通成立于2001年5月,主营业务是工业物联网技术 ...
在自动化程度够高的新能源车厂,机器人还能干啥?
3 6 Ke· 2025-07-10 04:43
Group 1 - The year 2025 is seen as a critical year for the commercialization of embodied intelligence, with companies demonstrating its application in factory logistics through live broadcasts [1] - During a three-hour live demonstration, the A2-W robot successfully handled over 800 turnover boxes without any errors, showcasing its capabilities in high-precision operations and autonomous adjustments [1][3] - The A2-W robot can identify and adjust to various sizes and weights of boxes, and it features multi-modal perception and dynamic obstacle avoidance, ensuring safety in shared workspaces [1][3] Group 2 - Despite its advanced capabilities, the A2-W's handling cycle time is approximately 40 seconds, which is slower than the human average of 30-35 seconds, indicating room for efficiency improvement [3] - The importance of embodied intelligence in factories is highlighted by its adaptability to flexible production needs, especially in the context of rapid changes in the automotive industry [3] - The application of embodied intelligence can reduce the need for frequent upgrades to automated production lines, thus lowering costs as production volumes increase [3] Group 3 - Fulin Precision, the destination of the A2-W's operations, is a listed company in the automotive parts sector, experiencing rapid growth in new energy vehicle components [3] - The collaboration between Zhiyuan Robotics and Fulin Precision, along with Annu Intelligent's engineering deployment, emphasizes the integration of robotics in modern manufacturing [3][4] - Annu Intelligent aims to provide comprehensive engineering solutions by collecting data across various dimensions, including sensor data and operational parameters, to enhance the deployment of embodied intelligence [4]