特钢材料

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广大特材业绩飙升年内股价涨80% 3.9亿回购落地董事长提议4亿加码
Chang Jiang Shang Bao· 2025-06-18 23:46
Core Viewpoint - The company, Guangda Special Materials, is actively repurchasing shares to boost market confidence, with a total of 17.77 million shares repurchased for 390 million yuan, nearing the upper limit of its repurchase plan of 400 million yuan [1][3][4]. Group 1: Share Repurchase - Guangda Special Materials has initiated a new round of share repurchase, with a total repurchase amount not less than 200 million yuan and not exceeding 400 million yuan [2][4]. - The company’s share price has significantly increased, rising over 80% from 14.99 yuan per share at the beginning of the year to 27.11 yuan per share by June 18 [2][4]. - The repurchase is based on the confidence in the company's future development and aims to protect the interests of investors, especially small and medium-sized investors [4]. Group 2: Financial Performance - The company has shown a remarkable improvement in profitability, with a year-on-year increase in net profit and non-recurring net profit exceeding 20 times for two consecutive quarters [3][6]. - In the fourth quarter of 2024, the company reported a net profit of 35.33 million yuan and a non-recurring net profit of 30.98 million yuan, representing year-on-year growth of 7348.26% and 2424.28%, respectively [6]. - The company’s revenue for the first quarter of this year reached 1.12 billion yuan, a year-on-year increase of 25.75%, with a net profit of 74.25 million yuan, up 1488.76% [6]. Group 3: Business Operations - Guangda Special Materials focuses on high-end steel materials and components for industries such as renewable energy and rail transportation, with revenue steadily increasing from 1.81 billion yuan in 2020 to 4.003 billion yuan in 2024 [5]. - The company’s revenue from the renewable energy wind power business accounted for 54.86% of total revenue in 2024, with energy equipment and mechanical equipment contributing 19.8% and 9.32%, respectively [6]. - The company is also exploring strategic emerging industries such as military nuclear power, aerospace, and marine engineering, with R&D expenses exceeding 200 million yuan in 2024 [7].
今年首份科创板一季报出炉,西高院净利润同比增34%
Xin Lang Cai Jing· 2025-04-10 15:00
智通财经记者 蒋立冬 AI创意 科创板上市公司2025年首份一季报出炉。 4月10日晚间,电力检验检测公司西高院(688334)发布2024年年度报告和2025年第一季度报告,这也 是科创板首家披露2025年一季报的上市公司。 数据显示,公司2025年第一季度实现营业收入2.07亿元,同比增长12.1%;归母净利润6297.4万元,同 比增长12.1%;扣非归母净利润5832.56万元,同比增长34.6%。 此外,特钢材料公司广大特材(688186)一季度实现营业收入11.2亿元,净利润则同比增加1504.79%。 主要得益于公司下游所属行业需求整体向好,公司产销两旺;同时公司募投项目效益显现,风电齿轮箱 零部件项目产能逐步释放,销售收入大幅度增加,有效降低单位固定成本,实现盈利。海上风电铸件项 目通过一系列技术改造、产线优化、工艺降本、产品多样化等方式促使产能利用率大幅度提升,实现盈 利。 还有诺泰生物(688076)、圣诺生物(688117)等生物医药企业,也均在多肽行业发展趋势下实现了多 肽原料药业务销售收入大幅增长,并实现净利润同比翻番。 经营、研发、投资者回报利好频出 在科技创新与产业升级的双轮驱动 ...