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诺邦股份(603238)季报点评:制造+品牌齐头发展
Xin Lang Cai Jing· 2025-12-06 00:24
公司发布2025 年三季报 公司25Q3 营收7 亿同增23%,归母净利0.31 亿同增21%,扣非后归母净利0.3 亿同增35%。 公司25Q1-3 营收20 亿同增30%,归母净利1 亿同增38%,扣非后归母净利0.9 亿同增48%。 国光内外兼修,国内国际同步发展 公司控股子公司杭州国光28 年专注于各种多功能、高性能、环保型湿巾开发及应用,产品涵盖婴儿湿 巾、个人护理湿巾、清洁湿巾、功能性湿巾、湿毛巾及干棉柔巾等六大领域,是国内湿巾、干巾产品线 最齐全、规模最大、品控能力最强的生产商之一。 杭州国光有效推动内外贸一体化发展。其中外贸积极发展多元化海外市场,在深化与全球沃尔玛、高露 洁、金佰利、屈臣氏等大客户合作同时,新客户增长亮眼,特别是一带一路国家订单快速增长;内贸把 握国内干湿巾消费市场机遇,与山姆、胖东来、永辉超市等多家知名商超建立稳定合作。 为应对国际宏观环境不确定性,杭州国光在马来西亚工厂已于6 月底正式运营。今年上半年杭州国光 (合并层面)营收8.4 亿元,同增37%。 公司规模及产品优势凸显 公司现有十一条水刺生产线和一条研发试验线,覆盖干法梳理、湿法成型和干湿混合等生产工艺,设计 年产 ...
诺邦股份股价涨5.01%,南方基金旗下1只基金位居十大流通股东,持有558.21万股浮盈赚取513.55万元
Xin Lang Cai Jing· 2025-11-11 06:10
Group 1 - Nobon Co., Ltd. experienced a stock price increase of 5.01%, reaching 19.30 CNY per share, with a trading volume of 87.87 million CNY and a turnover rate of 2.67%, resulting in a total market capitalization of 3.426 billion CNY [1] - The company, established on November 27, 2002, and listed on February 22, 2017, specializes in the research, production, and sales of differentiated and personalized water-jet non-woven materials and disposable hygiene products, with its main business revenue composition being 69.51% from water-jet non-woven materials and 29.11% from other products [1] Group 2 - Among the top ten circulating shareholders of Nobon Co., Ltd., a fund under Southern Fund holds a significant position. The Southern Performance Growth Mixed A Fund (202003) reduced its holdings by 614,500 shares in the third quarter, now holding 5.5821 million shares, which accounts for 3.14% of the circulating shares [2] - The Southern Performance Growth Mixed A Fund (202003) was established on November 16, 2006, with a current scale of 4.4 billion CNY. Year-to-date returns are 17.5%, ranking 4875 out of 8147 in its category, while the one-year return is 17.92%, ranking 4041 out of 8056 [2]