铜基材料

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“先行者”楚江新材:不断突破边界的铜基材料龙头
Shang Hai Zheng Quan Bao· 2025-09-17 19:28
真空石墨化炉 ◎邹传科 记者 刘一枫 在芜湖市鸠江区,一处园林式的厂区内亭台错落、绿树成荫。移步换景间,竟难相信这是芜湖先进铜基 材料研发制造的核心腹地——楚江新材总部所在地。 "草木修得齐,材料更要轧得匀。"年过花甲的楚江新材董事长姜纯目光中满是坚定。这位"老铜人"已在 铜基材料领域深耕40余年,"做材料如同养园林,既要耐得住,也要懂得破土出新"。 最新公布的2025中国民营企业500强榜单中,楚江新材以537.51亿元营收位列第226位,在安徽省内排名 第三。2025年半年度报告显示,今年上半年,楚江新材实现营收288.03亿元,同比增长16.05%;扣非净 利润2.27亿元,同比增长98.76%。 "保持年轻,专心专注。"姜纯在接受上海证券报记者专访时表示,练好内功,坚守长期主义是公司高质 量发展的不二法则。"顺应国家战略性新兴产业布局,积极研发、大胆创新,传统产业也要常做常新。" 修炼内功择机遇 出生于1960年的姜纯是芜湖本地人。芜湖本无铜矿禀赋,却成为铜基材料和电线电缆的加工重镇,这一 发展历程中,姜纯既是见证者,也是奋斗者,更是先行者。 1986年,芜湖市有色金属压延厂(以下简称"压延厂")成立 ...
国海证券晨会纪要-20250908
Guohai Securities· 2025-09-08 01:05
Group 1: Company Performance Highlights - The report indicates that Meinian Health achieved a revenue of 4.1 billion yuan in H1 2025, with a year-on-year decline of 2.28%, and a net loss of 221 million yuan, which is an increase in loss by 2.59% year-on-year [4][6] - Zhongjian Technology reported a significant revenue increase of 59.46% year-on-year, reaching 464 million yuan in H1 2025, with a net profit growth of 99.15% [8][9] - Jinfat Technology's revenue for H1 2025 was 31.6 billion yuan, reflecting a 36% year-on-year increase, while net profit rose by 54% [15][16] Group 2: Strategic Initiatives and Innovations - Meinian Health is advancing its "All in AI" strategy, integrating AI technology into health management, generating 140 million yuan in revenue from AI-related services, a 62.36% increase year-on-year [6][7] - Zhongjian Technology is benefiting from the growing demand for high-performance carbon fiber in aerospace and high-end equipment, with a focus on expanding production capacity [8][11] - Jinfat Technology is leveraging new materials and innovative products to capture emerging market opportunities, with significant growth in its modified plastics and new materials segments [15][17] Group 3: Financial Projections and Ratings - Meinian Health's revenue projections for 2025-2027 are 10.4 billion, 11.4 billion, and 12.6 billion yuan, with net profits expected to grow significantly in the coming years [7] - Zhongjian Technology's revenue forecasts for 2025-2027 are 1.06 billion, 1.27 billion, and 1.59 billion yuan, with a "buy" rating maintained due to strong growth prospects [13] - Jinfat Technology anticipates revenues of 646 billion, 737 billion, and 828 billion yuan for 2025-2027, with a "buy" rating reflecting its leadership in the modified plastics industry [19]