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海外收入占比猛增、与宁德时代关系密切,恒翼能闯关创业板
Bei Jing Shang Bao· 2026-01-22 11:04
成立逾七年时间,广东恒翼能科技股份有限公司(以下简称"恒翼能")向A股市场发起冲击。近期,深交所官网显示,恒翼能创业板IPO进入问询阶段。闯 关创业板背后,公司报告期内净利波动明显。此外,2024年以来,公司海外业务收入占比迅速走高,2025年上半年,公司海外业务收入占当期主营业务收入 的比例达80.23%。另外,公司与宁德时代的关联交易显眼,宁德时代既间接持有公司5.96%的股份,还系公司前五大客户。 冲击IPO背后,恒翼能报告期内营收逐年增长,但净利呈现波动态势。财务数据显示,2022—2024年以及2025年上半年,公司实现营业收入分别约为9.23亿 元、11.05亿元、12.41亿元、5.95亿元;对应实现归属净利润分别约为8856.24万元、1.14亿元、8347.56万元、5700.65万元。 需要注意的是,报告期内,恒翼能海外业务收入呈爆发式增长。具体来看,公司主营业务收入占总营收的比例分别为99.53%、99.32%、99.22%、99.49%, 其中,海外业务收入占主营业务收入的比重从2022年的0.17%迅速增长至2025年上半年的80.23%。 恒翼能表示,2024年开始公司外销收入占比 ...
ST福能:12月26日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-12-29 10:25
Group 1 - The core point of the article is that ST Fuhua (SZ 300173) announced its upcoming board meeting to discuss a three-year shareholder return plan, highlighting its focus on shareholder value [1] - For the first half of 2025, ST Fuhua's revenue composition shows that the lithium battery equipment manufacturing sector accounts for 87.92% of its total revenue, while other businesses contribute 12.08% [1] - As of the report date, ST Fuhua's market capitalization stands at 3.1 billion yuan [1] Group 2 - The article also mentions a breakthrough in China's new type of chips that can bypass the limitations of lithography machines, which is significant for AI training and embodied intelligence, capable of mass production using mature processes of 28 nanometers and above [1]
福能东方:10月24日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-10-27 16:50
Group 1 - The core point of the article is that Funi Dongfang (SZ 300173) held its 20th meeting of the 6th board of directors on October 24, 2025, to review the proposal for the Q3 2025 report [1] - For the first half of 2025, Funi Dongfang's revenue composition was 87.92% from lithium battery equipment manufacturing and 12.08% from other businesses [1] - As of the report, Funi Dongfang's market capitalization is 4.2 billion yuan [1] Group 2 - The article also mentions a controversial company promoting overseas real estate tokenization, with claims of significant financial returns for investors [1]
海伦哲:今年以来,广东新宇新签订单同比增长89%左右,其中约60%的新增订单与储能相关
Mei Ri Jing Ji Xin Wen· 2025-09-25 14:16
Group 1 - The core point of the article is that Helenzheng holds a 22.93% stake in Guangdong Xinyu, making it the largest shareholder, and the company is experiencing significant growth in new orders related to energy storage and solid-state battery production [1][3] - The company specializes in the research and production of equipment related to lithium battery production lines, including die-cutting, packaging, stacking, and welding, and has strong brand competitiveness in the industry [1] - Year-to-date, the company has seen a year-on-year increase of approximately 89% in new orders, with about 60% of these new orders related to energy storage [1] Group 2 - The company is actively tracking the research and development of equipment related to solid-state battery production lines, indicating a strategic focus on this emerging technology [1] - The main products of the company, including die-cutting, packaging, stacking, and welding, are expected to be applicable to the manufacturing of solid-state batteries in the future [1]
福能东方:8月22日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-25 16:10
Group 1 - The company Fuhua Dongfang (SZ 300173) held its 19th meeting of the 6th board of directors on August 22, 2025, to review the performance assessment targets for 2025 [1] - For the year 2024, the revenue composition of Fuhua Dongfang is as follows: 92.81% from lithium battery equipment manufacturing, 4.63% from die-cutting industry, 2.53% from communication services, 0.02% from 3C industry, and 0.01% from other industries [1] - The current market capitalization of Fuhua Dongfang is 4.5 billion yuan [1]