核心产品产销量创新高，新应用拓展持续推进 25H1 公司真空绝热板实现收入4.52 亿元，同比+1.78%，产销量创历史新高；实现保温箱销售收入0.13 亿元，环比、同比均增长。上半年"赛特真空产业制造基地（一期）"已基本完成1 号厂房、办公楼、宿 舍楼等主体工程建设，公司持续优化生产效率与产品良率，新建产能得到较充分的释放。 上半年公司收入维持稳健增长，利润端则表现欠佳公司发布25 年中报，上半年实现收入/归母净利润 4.69/0.12 亿元，同比+3.7%/-77.66%，实现扣非归母净利润0.1 亿元，同比-80.41%。其中Q2 单季度实现 收入/归母净利润2.23/0.02 亿元，同比-2.51%/-90.81%，扣非归母净利润0.01 亿元，同比-94.82%。公司 上半年盈利水平下降的主要原因系： 1）真空绝热板产品销价整体下降，部分原材料价格上涨等原因导致单位直接材料成本增加；2）因经营 规模扩大、管理人员薪酬增加、折旧及摊销增加等导致管理费用比上年同期增加；3）公司可转债计提 利息同比增加。 以旧换新+新能效标准保障下游需求，维持"买入"评级25 年7 月，国家发展改革委下达今年第三批 69 ...

Company Overview - Langfang Lanrong Thermal Insulation Materials Co., Ltd. has been established with a registered capital of 1 million RMB [1] - The legal representative of the company is Guan Dongliang [1] Business Scope - The company is engaged in the manufacturing and sales of thermal and sound insulation materials [1] - It also produces and sells lightweight building materials, fiberglass and its products, cement products, coatings (excluding hazardous chemicals), refractory materials, fire-blocking materials, and various construction materials [1] - The company is authorized to undertake construction engineering and specialized operations, subject to approval from relevant authorities [1]

Core Insights - The report analyzes the operational prospects and investment opportunities in the global and Chinese closed-cell polyurethane foam insulation board industry from 2025 to 2031 [1]. Market Overview - Closed-cell polyurethane foam insulation boards are defined and categorized, with a focus on their current market status and development characteristics [4]. - The industry is characterized by specific growth trends, influenced by various factors including market demand and supply dynamics [4][5]. - The report outlines the barriers to entry in the closed-cell polyurethane foam insulation board market, indicating the competitive landscape [4]. Supply and Demand Analysis - Global supply and demand trends for closed-cell polyurethane foam insulation boards are forecasted from 2019 to 2031, including production capacity, output, and utilization rates [4]. - The report provides insights into the production and demand trends specifically for the Chinese market, highlighting its share in the global context [4]. Revenue and Sales Trends - The report details the revenue and sales volume trends for closed-cell polyurethane foam insulation boards globally and in China from 2019 to 2031, including price trends [4][5]. - It emphasizes the growth in sales across different product types and applications, projecting significant increases in revenue [4][5]. Competitive Landscape - The competitive landscape is analyzed, showcasing the market share and growth rates of major global and Chinese manufacturers of closed-cell polyurethane foam insulation boards [5]. - The report includes a ranking of major manufacturers based on revenue and market position, along with their strategic initiatives [5]. Regional Market Analysis - The report provides a detailed analysis of the market size and growth rates across different regions, including North America, Europe, Asia-Pacific, Latin America, and the Middle East and Africa [8][9]. - It highlights the sales volume and revenue trends for closed-cell polyurethane foam insulation boards in these regions from 2019 to 2031 [8][9]. Product and Application Analysis - The report categorizes closed-cell polyurethane foam insulation boards by product type and application, analyzing sales volume and revenue trends for each category [9][10]. - It projects future trends in sales and revenue for different applications, indicating the sectors that will drive growth [10]. Industry Dynamics - The report discusses the key drivers and constraints affecting the closed-cell polyurethane foam insulation board industry, including regulatory factors and market dynamics [12]. - It also includes a SWOT analysis of Chinese companies in the industry, providing insights into their competitive positioning [12].

Core Viewpoint - The announcement details the successful completion of the first unlock period for the 2024 restricted stock incentive plan of Shandong Luyang Energy-saving Materials Co., Ltd, allowing 72 eligible participants to unlock a total of 768,600 shares [1][6][13]. Summary by Sections Incentive Plan Approval Process - The company held board and supervisory meetings to approve various proposals related to the 2024 restricted stock incentive plan, including the initial grant and management measures [1][2][4]. Unlock Conditions Achievement - The first unlock period for the restricted stock began on May 16, 2024, and ended on May 15, 2025. The unlock condition was met as the company did not face any adverse audit opinions or administrative penalties [6][7]. - The performance targets for the unlock period included an EBITDA target of 800 million yuan, with the actual EBITDA reported at approximately 685.99 million yuan, achieving a completion rate of 85.75% [6][9]. Performance Assessment - The incentive plan's performance assessment included both company-level and individual-level evaluations. The company-level assessment required meeting specific EBITDA and revenue targets, while individual performance was rated on a scale from S to D [6][9][12]. - A total of 72 individuals met the unlock conditions, with 768,600 shares eligible for release from restrictions [6][13]. Changes in Incentive Plan - The number of initial grant participants was adjusted from 125 to 113, and the total number of restricted shares granted was reduced from 10.55 million to 6.925 million shares due to various factors, including employee departures [10][12]. Legal and Supervisory Opinions - The supervisory board confirmed that the unlock conditions were met and that the process complied with relevant regulations. Legal opinions affirmed that necessary approvals were obtained for the unlock process [13][14].

答：截至2024年，公司开展自主研发项目共计19项，涉及伸缩式平台关键技术研发、光伏发电移动式冷 库、金属面双石膏板PIR夹芯板工艺的研发等。公司非常重视技术创新，研发方向专注新产品、新工 艺、新材料的开发、老产品改进、产品售前售后技术支持等任务。公司将加快技术创新，同时优化公司 现有产品结构，增强市场竞争力。 问：您好，介绍一下公司2024年度经营情况 证券之星消息，2025年5月7日晶雪节能（301010）发布公告称公司于2025年5月7日召开业绩说明会。 具体内容如下： 投资者提出的问题及公司回复情况问：公司就投资者在本次业绩说明会中出的进行了回复： 答：在门的业务板块，除了在冷库的应用上，近年来公司加大力度拓展更多应用领域，在干仓和工业厂 房的应用量增加。未来，在拓展该业务板块上，我们将1.提高冷库门和工业建筑门的保温、隔热性能， 降低能耗，满足客户对节能环保的需求；2.公司将继续完善产品营销布局，扩大营销队伍，加强客户覆 盖的深度与广度；3.加大产品创新力度，深入了解客户需求，为客户提供定制化的解决方案；4.加强品 牌宣传力度，通过线上线下（300959）相结合的方式提升品牌知名度。 问：2025年 ...

Group 1: Business Performance and Revenue - The company achieved a total operating revenue of 111,739.87 million CNY in 2024, with an operating profit of 3,115.49 million CNY [3] - In Q1 2025, the total operating revenue decreased, with expectations for growth in Q2 and the full year based on existing competitive advantages [3][4] - Revenue from metal-faced energy-saving insulation panels decreased by 3.56%, while revenue from cold storage doors and industrial building doors increased by 2.73% [4] Group 2: Business Strategy and Market Expansion - The company plans to enhance the insulation and energy-saving performance of cold storage and industrial building doors to meet customer demands for energy efficiency [2] - Future business expansion will focus on the ice and snow economy, with participation in projects like ski resorts in Changchun and Suzhou [3] - The company aims to expand its overseas business and optimize its business structure based on market demand [3] Group 3: Research and Development - As of 2024, the company has initiated 19 independent R&D projects, focusing on key technologies and innovative products [3] - The R&D direction emphasizes new products, new processes, and new materials to enhance market competitiveness [3] Group 4: Social Responsibility and Employee Welfare - The company has implemented initiatives such as the "Jingxue Coffee House" for employee relaxation and organized community blood donation activities [3] - Future plans include continued contributions to employee welfare and public welfare activities [3] Group 5: Investor Relations and Market Management - The company is committed to providing reasonable returns to investors and will flexibly use various tools to manage market value [4] - The management is aware of the factors affecting stock prices and emphasizes the importance of rational investment [4]

近期晶雪节能（301010）发布2025年一季报，证券之星财报模型分析如下： 盈利能力指标 从盈利能力来看，公司的毛利率为14.91%，较去年同期减少33.23%；净利率为2.98%，同比减少 25.56%。这些数据显示公司在成本控制和盈利水平方面面临一定压力。 晶雪节能2025年一季度财务表现 营收与利润 晶雪节能在2025年一季度实现营业总收入1.01亿元，较去年同期下降4.92%。归母净利润为303.7万元， 同比下降28.55%；扣非净利润为295.51万元，同比下降27.92%。这表明公司在报告期内盈利能力有所减 弱。 现金流与资产状况 商业模式与未来发展 公司业绩主要依靠研发及营销驱动，需深入研究这些驱动力的实际效果。此外，公司自上市以来累计融 资2.11亿元，累计分红5400万元，分红融资比为0.26。未来，公司应继续关注现金流和应收账款的管 理，以提升整体财务健康度。 费用控制 尽管如此，公司在费用控制方面取得了一定成效。销售费用、管理费用、财务费用总计1600.21万元， 三费占营收比为15.77%，较去年同期减少了16.1%。这表明公司在费用管理上有所改善。 值得注意的是，公司每股经营性现 ...

Group 1 - The company's operating revenue for 2024 is 1.117 billion yuan, representing a year-on-year decrease of 3.01% [1] - The net profit attributable to shareholders of the listed company is 29.9491 million yuan, showing a year-on-year decline of 21.59% [1] - The company will distribute a cash dividend of 2 yuan (including tax) for every 10 shares to all shareholders, with no bonus shares issued [1]