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汇成真空股价涨5.34%,华安基金旗下1只基金位居十大流通股东,持有123.94万股浮盈赚取1114.18万元
Xin Lang Cai Jing· 2025-09-29 05:33
资料显示,广东汇成真空科技股份有限公司位于广东省东莞市大岭山镇颜屋龙园路2号,成立日期2006 年8月14日,上市日期2024年6月5日,公司主营业务涉及真空镀膜设备研发、生产、销售及其技术服务 为主的真空应用解决方案供应商。主营业务收入构成为:真空镀膜设备-工业品49.29%,真空镀膜设备- 其他消费品19.27%,真空镀膜设备-科研10.64%,真空镀膜设备-消费电子9.91%,技术服务及其他 5.88%,配件及耗材5.01%。 从汇成真空十大流通股东角度 数据显示,华安基金旗下1只基金位居汇成真空十大流通股东。华安媒体互联网混合A(001071)二季 度增持56.06万股,持有股数123.94万股,占流通股的比例为3.04%。根据测算,今日浮盈赚取约1114.18 万元。 华安媒体互联网混合A(001071)成立日期2015年5月15日,最新规模44.84亿。今年以来收益35.41%, 同类排名2339/8244;近一年收益70.41%,同类排名1175/8080;成立以来收益310.7%。 9月29日,汇成真空涨5.34%,截至发稿,报177.35元/股,成交4.64亿元,换手率6.63%,总市值17 ...
汇成真空(301392) - 301392汇成真空投资者关系管理信息20250919
2025-09-19 09:34
证券代码:【301392】 证券简称:【汇成真空】 编号:【IR-2025005】 | 投资者关系活动类别 | ☐ 特定对象调研 ☐ 分析师会议 | | | --- | --- | --- | | | ☐ 媒体采访 业绩说明会 | ☐ | | | ☐ 新闻发布会 ☐ 路演活动 | | | | 现场参观 ☐ | | | | 其他(2025年广东辖区投资者集体接待日暨辖区上市公司中报业 | | | | 绩说明会活动) | | | | 通过"全景路演"网站(http://rs.p5w.net)参与2025年广东辖区 | | | 参与单位名称及人员姓名 | 投资者集体接待日暨辖区上市公司中报业绩说明会活动的投资者 | | | 时间 | 2025年9月19日 15:30-17:00 | | | | 公司通过全景网"投资者关系互动平台"(https://ir.p5w.net) | | | 地点 | 采用网络远程的方式召开 | | | | 董事、总经理 李志荣先生 董事、财务负责人 林琳女士 | | | | 独立董事 涂溶先生 | | | 上市公司接待人员姓名 | 独立董事 江绍基先生 | | | | 独立董事 鄢国祥先 ...
汇成真空20250918
2025-09-18 14:41
Summary of Huicheng Vacuum Conference Call Company Overview - Huicheng Vacuum initially focused on traditional industries such as plastics and hardware for coating equipment, later expanding into automotive and smartphone sectors, mastering diverse coating technologies [2][3] - The company has no controlling shareholder; actual control is held by four siblings through a concerted action agreement [2][5] Financial Performance - Huicheng Vacuum has shown stable growth, primarily providing coating equipment for Apple's stainless steel titanium alloy middle frames, capturing over 95% of Apple's existing equipment [2][6] - Revenue distribution in 2024: Consumer electronics 35%, industrial products 27.4%, with a decline in consumer electronics revenue share due to the shrinking smartphone market [2][7] - Overall profitability is increasing, with gross margins for 2024: Consumer electronics 34%, other consumer products 25%, industrial products 29%, and research 27% [2][8] Market Dynamics - The global vacuum coating equipment market is projected to reach approximately $27 billion in 2024, with a compound annual growth rate (CAGR) exceeding 6.7% from 2024 to 2032, driven by the electronics industry and high-performance coating demands [4][12] - The Asia-Pacific region dominates the market, holding a share of 45%-50% [4][14] Business Segmentation - Huicheng Vacuum's business segments include consumer electronics, other consumer products, industrial products, and research, with respective revenues in 2024 of approximately $14 million, $12 million, $11 million, and $3 million [7] - The company is actively developing new applications in fields such as negative electrode materials, batteries, and hydrogen energy, contributing to the growth of the industrial products segment [2][7] R&D and Client Base - The company has strong R&D capabilities and a high-quality client base, including major players like Foxconn and BYD [4][18] - Non-Apple revenue has been increasing, reaching about 84% of total revenue in 2024, indicating successful diversification efforts [4][19] Competitive Landscape - The vacuum coating equipment industry features differentiated competition, with high-end markets dominated by companies from the US, Japan, and Germany, while domestic manufacturers are gradually moving from low-end to mid-high-end markets [16][17] Strategic Initiatives - Huicheng Vacuum is expanding into semiconductor-related sectors, benefiting from the current geopolitical climate and supply chain disruptions, positioning itself as a key supplier of precision optical coating equipment [21] - The company has secured several new clients outside the Apple ecosystem, showcasing its ability to diversify and expand its market presence [19][20]
汇成真空:9月5日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-09-05 11:29
Company Overview - Huicheng Vacuum (SZ 301392) held its third board meeting on September 5, 2025, to discuss the appointment of the board secretary and other documents [1] - As of the report, Huicheng Vacuum has a market capitalization of 14.8 billion yuan [1] Revenue Composition - For the year 2024, the revenue composition of Huicheng Vacuum is as follows: - Vacuum coating equipment for consumer electronics: 26.02% - Vacuum coating equipment for other consumer goods: 22.19% - Accessories and consumables: 20.52% - Vacuum coating equipment for industrial products: 20.3% - Vacuum coating equipment for scientific research: 5.46% - Technical services and others: 5.44% [1]
汇成真空:公司通过多年技术攻关已具备多项核心能力
Zheng Quan Ri Bao Zhi Sheng· 2025-08-19 10:38
Group 1 - The company has developed core capabilities in various areas including vacuum chamber and system design, mechanical device design for vacuum environments, temperature control system design, arc evaporation source design, magnetron sputtering target design, and more [1] - The company has established research and testing platforms for different film systems, enabling it to provide research, manufacturing, and process development for various coating equipment to clients across different industries [1] - There is a noticeable trend of import substitution in the vacuum coating equipment sector as it serves as a foundational element for industrial development, although there remains a gap compared to advanced foreign technologies [1]
上半年成都950个重点项目完成投资2007.9亿元
Xin Hua Cai Jing· 2025-07-16 13:39
Group 1 - Chengdu completed investments of 200.79 billion yuan in 950 key projects in the first half of the year, accounting for 59.4% of the annual plan [1] - Among the key projects, 137 provincial projects completed investments of 70.62 billion yuan, reaching 69.5% of the annual plan, which is 6.1 percentage points higher than the provincial average [1] - The major industrial projects in Chengdu saw investments of 87.82 billion yuan, representing 59.6% of the annual plan [1] Group 2 - The major infrastructure projects completed investments of 57.18 billion yuan, which is 60.5% of the annual plan [1] - Public service projects achieved investments of 55.8 billion yuan, accounting for 58% of the annual plan [1] - The first 8.6-generation AMOLED production line in China was launched four months ahead of schedule, demonstrating the acceleration of key projects [1] Group 3 - The Guotai vacuum composite collector vacuum coating equipment R&D and production base project in Chengdu was signed, started, and topped out within the same year, with an expected annual output value of 500 million yuan [2] - Chengdu's development and reform commission emphasized the "project-oriented" approach to enhance effective investment and support high-quality economic development [2]
成都950个重点项目上半年投资完成率达59.4%
Si Chuan Ri Bao· 2025-07-16 03:39
Group 1 - Chengdu completed investments of 200.79 billion yuan in 950 key projects in the first half of the year, achieving 59.4% of the annual plan, exceeding the scheduled progress by 9.4 percentage points [1] - Among these, 100 projects led by city leaders completed investments of 73.07 billion yuan, accounting for 63.2% of the annual plan; 137 provincial key projects completed investments of 70.62 billion yuan, reaching 69.5%, which is 6.1 percentage points higher than the provincial average [1] - 473 major industrialization projects completed investments of 87.82 billion yuan, representing 59.6% of the annual plan; 187 major infrastructure projects completed investments of 57.18 billion yuan, at 60.5% of the annual plan; and 290 major public service projects completed investments of 55.8 billion yuan, at 58% of the annual plan [1] Group 2 - The first domestic 8.6-generation AMOLED display production line by BOE started equipment installation four months ahead of schedule, setting a global record for efficiency in the same generation production line construction [2] - To ensure rapid project advancement, Chengdu High-tech Zone implemented a "combination punch" strategy, forming a service team to guarantee projects "land and start construction" immediately, and enhancing cross-district collaboration for smooth implementation of water and electricity support projects [2] - The Guotai vacuum composite fluid vacuum coating equipment R&D and production base project in Chengdu's Wenjiang High-tech Industrial Park was signed, started, and topped out in the same year, with an expected annual output value of 500 million yuan upon completion [2] Group 3 - Chengdu has firmly implemented national and provincial policies to promote investment through project facilitation, focusing on key initiatives such as "three centers and one base" and "full park development," adhering to the "project first" philosophy [3] - The city is committed to comprehensive lifecycle management services for major projects, aiming to achieve "time over half, task over half," thereby providing strong support for effective investment expansion and high-quality economic development in the province and city [3]
汇成真空: 东莞证券股份有限公司关于广东汇成真空科技股份有限公司持续督导定期现场检查报告
Zheng Quan Zhi Xing· 2025-05-12 11:32
Group 1 - The core viewpoint of the report highlights the ongoing supervision and inspection of Guangdong Huicheng Vacuum Technology Co., Ltd. by Dongguan Securities Co., Ltd. to ensure compliance with governance, internal control, and information disclosure requirements [1][2][3] - The inspection period is set from June 5, 2024, to December 31, 2024, with the actual inspection conducted from April 7 to April 25, 2025 [1] - The report indicates that the investment progress of the "Vacuum Coating R&D Center Project" is slow, with only 2.73% completion by the end of 2024, primarily due to difficulties in importing high-precision research and development equipment [2] Group 2 - In 2024, the company achieved operating revenue of 520 million yuan, a slight decrease of 0.35% year-on-year, while the net profit attributable to shareholders was 68 million yuan, down 16.02% year-on-year [3] - The decline in net profit is attributed to increased intermediary service fees due to the company's listing and higher asset impairment losses resulting from increased inventory [3] - By the end of 2024, accounts receivable amounted to 299 million yuan, a year-on-year increase of 39.90%, and inventory reached 333 million yuan, up 40.73% year-on-year, indicating rapid growth in these areas [3]
汇成真空(301392):真空镀膜设备专精特新小巨人,助力高端产品国产替代
China Post Securities· 2025-04-14 12:00
Investment Rating - The report assigns a "Buy" rating for the company, indicating a positive outlook for its stock performance [2]. Core Insights - The company specializes in vacuum coating equipment and has expanded its product applications over the years, serving various industries including consumer electronics, automotive, and optical components [4]. - The company has established itself as a supplier for major clients such as Foxconn and Apple, contributing to its revenue growth and market presence [4]. - The domestic market for vacuum coating equipment is expected to grow significantly, with a projected compound annual growth rate (CAGR) of 7.0% from 2018 to 2025 [5]. - The company reported a revenue of 431 million yuan in the first three quarters of 2024, reflecting a year-on-year increase of 10.99%, and a net profit of 64 million yuan, up 22.31% year-on-year [4]. Financial Performance - The company is projected to achieve revenues of 571 million yuan, 715 million yuan, and 896 million yuan for the years 2024, 2025, and 2026 respectively, with corresponding net profits of 76 million yuan, 120 million yuan, and 180 million yuan [8][10]. - The price-to-earnings (P/E) ratios for 2024, 2025, and 2026 are estimated to be 126, 79, and 53 respectively, indicating a potential for growth in earnings [8][10]. - The company's revenue growth rates are expected to be 9.31% in 2024, 25.34% in 2025, and 25.25% in 2026 [10].