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华锋股份: 广东华锋新能源科技股份有限公司公开发行可转换公司债券2025年跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-27 16:17
Company Overview - Guangdong Huafeng New Energy Technology Co., Ltd. maintains a long-term credit rating of A- with a stable outlook for both the company and its convertible bonds [1][3] - The company primarily engages in the research, production, and sales of electric control and drive systems for new energy vehicles, as well as the development and production of electrode foils [13] Financial Performance - In 2024, the company reported a significant increase in operating revenue, reaching 10.31 billion yuan, with a profit of 0.97 billion yuan [13][29] - The company’s cash assets increased from 2.40 billion yuan in 2023 to 3.54 billion yuan in 2024, indicating improved liquidity [11] - The company’s total assets grew from 17.20 billion yuan in 2023 to 20.63 billion yuan in 2024, reflecting a positive trend in asset accumulation [11] Business Segments - The new energy vehicle drive system segment saw substantial growth, driven by increased orders from major clients such as Foton Motor, contributing to a revenue increase [29] - The electrode foil business also experienced growth due to a recovery in demand from the electronic components industry, with a notable increase in sales volume and revenue [29] Industry Analysis - The electronic aluminum foil industry is benefiting from a recovery in the consumer electronics sector and the growth of the new energy vehicle market, which is expected to continue driving demand [18][21] - In 2024, China's new energy vehicle sales reached 12.87 million units, a year-on-year increase of 35.5%, indicating a strong market for related components [22] - The aluminum oxide industry is also experiencing growth, with production expected to rise, further supporting the demand for electronic aluminum foils [18] Competitive Position - The company holds over 50 technology patents in the electrode foil sector and has established itself as a supplier to well-known aluminum electrolytic capacitor manufacturers [6][24] - Despite its competitive advantages, the company faces challenges such as high dependency on a single customer for its new energy vehicle drive systems, which affects its pricing power [5][8] Future Outlook - The company’s rating outlook remains stable, with potential for upgrades if asset quality improves significantly or if there are major technological breakthroughs in its new energy vehicle systems [6] - The ongoing expansion of the new energy vehicle market and the company's strategic initiatives in R&D are expected to enhance its market position and financial performance in the coming years [21][24]
丽岛新材: 丽岛新材:相关债券2025年跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-20 12:25
关债券 2025 年跟踪评级报告 中鹏信评【2025】跟踪第【347】号 01 信用评级报告声明 除因本次评级事项本评级机构与评级对象构成委托关系外,本评级机构及评级从业人员与评级对象不存 在任何足以影响评级行为独立、客观、公正的关联关系。 本评级机构与评级从业人员已履行尽职调查义务,有充分理由保证所出具的评级报告遵循了真实、客 观、 公正原则,但不对评级对象及其相关方提供或已正式对外公布信息的合法性、真实性、准确性和完整性 作任何保证。 本评级机构依据内部信用评级标准和工作程序对评级结果作出独立判断,不受任何组织或个人的影响。 本评级报告观点仅为本评级机构对评级对象信用状况的个体意见,不作为购买、出售、持有任何证券的 建议。本评级机构不对任何机构或个人因使用本评级报告及评级结果而导致的任何损失负责。 江苏丽岛新材料股份有限公司相 本次评级结果自本评级报告所注明日期起生效,有效期为被评证券的存续期。同时,本评级机构已对受 评对象的跟踪评级事项做出了明确安排,并有权在被评证券存续期间变更信用评级。本评级机构提醒报 告使用者应及时登陆本公司网站关注被评证券信用评级的变化情况。 本评级报告版权归本评级机构所有,未经 ...
税企联动促规范 同心聚力谋发展
Sou Hu Cai Jing· 2025-05-16 07:58
"合规是企业的立身之本,只有依法合规经营,企业才能行稳致远。税务部门对我们的涉税风险提醒和 业务辅导,帮助我们提高了风险防范意识和应对潜在税务风险的能力,让企业更好安心发展。"克拉玛 依天华新能源电力有限公司财务总监张长任说。 良好的营商环境是企业成长发展的重要保障。胡杨河税务局将充分发挥税收职能作用,持续优化纳税服 务举措,为企业在依法申报、享受税费支持政策、风险预警等方面提供高效服务,打造更加优质的税收 营商环境,更好助力企业轻装上阵、行稳致远。(魏林慧) "公司目前销售经营情况如何?""对税务部门在纳税服务等方面有没有意见建议?"……税务干部走进企 业生产车间、研发中心,详细了解生产经营、市场拓展、技术创新等情况,并通过座谈交流等形式,宣 讲税费优惠政策和信用激励举措,解答涉税问题,帮助企业梳理排查涉税风险点。 在新疆荣泽铝箔制造有限公司生产车间里,一条条生产线正高速运转,银白色的铝箔如银色瀑布般从生 产线倾泻而出,一派繁忙有序的生产景象。作为一家专业研发、生产和销售高压化成箔的高新技术企 业,该公司绿色环保生产技术处于国内领先水平。企业财务总监任彩艳向前来走访的税务人员介绍了企 业生产研发情况。"在我 ...
鼎胜新材(603876):2024年报及2025一季报点评:Q4包装箔扭亏盈利大幅改善,25年各产品盈利趋稳
Soochow Securities· 2025-04-30 12:43
证券研究报告·公司点评报告·工业金属 鼎胜新材(603876) 2024 年报及 2025 一季报点评:Q4 包装箔扭 亏盈利大幅改善,25 年各产品盈利趋稳 买入(维持) | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 19,064 | 24,022 | 25,461 | 27,500 | 29,823 | | 同比(%) | (11.76) | 26.01 | 5.99 | 8.01 | 8.45 | | 归母净利润(百万元) | 534.83 | 301.09 | 500.99 | 602.11 | 755.27 | | 同比(%) | (61.29) | (43.70) | 66.39 | 20.18 | 25.44 | | EPS-最新摊薄(元/股) | 0.57 | 0.32 | 0.54 | 0.65 | 0.81 | | P/E(现价&最新摊薄) | 14.05 | 24.95 | 15.00 | 12.48 ...