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【元力股份(300174.SZ)】2025年度员工持股计划对应回购完成,公司中长期投资价值逐步凸显——公告点评(王招华/戴默)
光大证券研究· 2025-06-24 13:28
Core Viewpoint - The company has successfully completed its employee stock ownership plan, reflecting management's confidence in the company's future development and stability in stock price [3][5]. Group 1: Employee Stock Ownership Plan - The company completed its employee stock ownership plan by acquiring 2.6217 million shares at a price of 14.83 yuan per share, which represents 0.72% of the total share capital [3][5]. - A total of 285 employees participated in the plan, with 8 senior management and supervisors accounting for 9.23% of the total shares subscribed [4]. - The plan aims to stabilize stock prices and protect shareholder interests, demonstrating management's confidence in the company's prospects [5]. Group 2: Production and Sales Performance - In 2024, the company achieved an activated carbon production capacity of 149,900 tons, with a utilization rate of 98.68%, and sales of 150,200 tons, reflecting a year-on-year increase of 17.86% [6]. - The company maintained its leading position in the industry for several consecutive years in terms of production, sales, and export volumes [6]. - The sodium silicate production capacity reached 207,200 tons, with a utilization rate of 96.13%, and sales of 197,800 tons, showing a year-on-year decrease of 42.47% [6]. - The silica gel production capacity was 26,000 tons, with a utilization rate of 106.90%, and sales of 28,100 tons, reflecting a year-on-year increase of 10.62% [6]. Group 3: New Energy Carbon Materials Development - The company successfully launched its first porous carbon production line in 2024, laying a solid foundation for the industrialization of new energy carbon materials [7]. - Hard carbon and porous carbon have achieved mass production, enhancing the product matrix and accelerating the formation of new growth drivers for the company [7]. - The company announced a change in the use of raised funds from a previous project to support the construction of a new porous carbon production project, further strengthening its position in the new energy carbon materials sector [7].
暴增662.33%!道氏技术,加速布局硅基负极和固态电池
DT新材料· 2025-04-23 16:01
【DT新材料】 获悉,4月23日, 道氏技术 发布公告,2025年第一季度,公司实现营业收入为17.58亿元,同比下降12.17%;归母净利润为4273.36万 元,同比大幅上升206.86%;扣非归母净利润为3576.83万元,同比大幅上升266.60%。 受全球新能源材料市场竞争加剧及下游需求阶段性波动影响。尽管公司 三元前驱体和阴极铜 出货量同比增长(三元前驱体出口1.8万吨,+137%), 但产品价格受行业供需格局调整承压,导致收入规模收缩58。受益于 金属铜市场价格高位运行 (刚果子公司阴极铜产量19,674吨,+61%)及存货跌 价准备减少,叠加规模化生产摊薄成本,推动毛利率显著改善,支撑净利润高增。 | | 本报告期 | 上年同期 | 本报告期比上年同期增减 | | --- | --- | --- | --- | | 营业收入(元) | 1,758.117,781.59 | 2.001.701.468.85 | -12.17% | | 归属于上市公司股东的净利 | 43.733.567.84 | 14,252,078.70 | 206.86% | | 润(元) | | | | | 归属于上市公司 ...