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天洋新材涨2.08%,成交额7359.76万元,主力资金净流入254.80万元
Xin Lang Cai Jing· 2025-09-24 06:06
Group 1 - Tianyang New Materials' stock price increased by 2.08% on September 24, reaching 7.85 CNY per share, with a total market capitalization of 3.396 billion CNY [1] - The company has seen a year-to-date stock price increase of 23.82%, with a recent decline of 1.88% over the last five trading days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on April 9, where it recorded a net buy of -18.8013 million CNY [1] Group 2 - Tianyang New Materials, established on January 11, 2002, specializes in the research, production, and sales of various thermoplastic environmentally friendly adhesive materials [2] - The company's main revenue sources include hot melt adhesives (42.28%), photovoltaic encapsulation films (32.55%), and reactive adhesives (17.49%) [2] - As of June 30, the number of shareholders decreased by 2.03% to 17,800, while the average circulating shares per person increased by 2.07% to 22,912 shares [2] Group 3 - Since its A-share listing, Tianyang New Materials has distributed a total of 145 million CNY in dividends, with 34.31 million CNY distributed over the past three years [3]
4.88亿买“壳”到手,常州富豪父子的上市梦近了
Tai Mei Ti A P P· 2025-09-18 09:51
与此同时,茹正伟和毛曲波被提名为天洋新材第四届董事会董事候选人。茹正伟为百兴集团董事长茹伯兴之子,常州百瑞兴阳企业管理有限公司(简 称"百瑞兴阳")实控人之一;毛曲波则为百兴集团财务总监、常州百佳年代薄膜科技股份有限公司(简称"百佳年代")董事。 百瑞兴阳、百佳年代均为百兴集团旗下公司,百佳年代与天洋新材的主营业务均为光伏胶膜。2024年,在光伏胶膜企业出货排名中,百佳年代位居第三, 天洋新材则排名第八位。这起收购是光伏胶膜行业难得的并购案例,茹伯兴、茹正伟父子在一步步整合胶膜业务奔向资本市场。 行业老三收购行业老八 文 | 华夏能源网 随着李哲龙的逐步淡出和百兴集团的进驻,天洋新材(SH:603330)即将完成易主。 华夏能源网&零碳资本论获悉,9月13日,光伏胶膜企业天洋新材发布公告称,因工作调整,李哲龙辞去公司董事长、法定代表人、总经理、董事会下设 专门委员会委员职务,辞职后李哲龙不在公司担任任何职务。 同时辞职的还有冯延昭。他辞去了天洋新材董事、董事会下设专门委员会委员职务。辞职后,冯延昭仍在公司担任人力资源及行政负责人职务。 天洋新材由李哲龙1993年创立,于2017年初在上交所主板上市。公司初始以 ...
海优新材(688680):2025年半年报点评:胶膜盈利短期承压,汽车业务有望成为新增长级
Minsheng Securities· 2025-09-01 03:16
Investment Rating - The report maintains a "Recommended" rating for the company [4][6]. Core Views - The company's revenue for H1 2025 was 633 million yuan, a year-on-year decrease of 57.47%, with a net profit attributable to shareholders of -133 million yuan, indicating a narrowing loss [1]. - The profitability of the encapsulation film business is under short-term pressure due to fluctuations in the photovoltaic industry and intense price competition, leading to historically low gross margins [2]. - The automotive materials business is expected to become a new growth driver, with significant progress in the development of self-researched PDCLC instant light-adjustable liquid crystal films, which have been successfully industrialized [3]. Summary by Sections Financial Performance - In Q2 2025, the company achieved revenue of 318 million yuan, a year-on-year decrease of 48.07%, but a quarter-on-quarter increase of 0.66% [1]. - The net profit for Q2 2025 was -76 million yuan, continuing the loss trend [1]. Business Segments - The encapsulation film business faces challenges due to the photovoltaic industry's cyclical adjustments and market competition, prompting the company to adopt a conservative strategy while focusing on innovation [2]. - The automotive business has made substantial advancements, with the successful launch of the PDCLC film in vehicles, and the company is actively expanding production capacity [3]. Revenue and Profit Forecast - Revenue projections for 2025-2027 are estimated at 1.605 billion, 2.840 billion, and 3.993 billion yuan, respectively, with net profits expected to improve from -197 million yuan in 2025 to 227 million yuan in 2027 [4][5]. - The company anticipates a significant increase in revenue driven by the automotive business, with corresponding PE ratios of 76X for 2026 and 18X for 2027 [4].
天洋新材2025年中报简析:净利润同比下降139.15%,三费占比上升明显
Zheng Quan Zhi Xing· 2025-08-30 23:25
据证券之星公开数据整理,近期天洋新材(603330)发布2025年中报。截至本报告期末,公司营业总收 入4.68亿元,同比下降28.88%,归母净利润-1056.26万元,同比下降139.15%。按单季度数据看,第二季 度营业总收入2.49亿元,同比下降32.4%,第二季度归母净利润-802.47万元,同比上升18.71%。本报告 期天洋新材三费占比上升明显,财务费用、销售费用和管理费用总和占总营收同比增幅达53.05%。 本次财报公布的各项数据指标表现一般。其中,毛利率22.36%,同比增30.42%,净利率-1.95%,同比 减392.48%,销售费用、管理费用、财务费用总计7951.77万元,三费占营收比16.98%,同比增53.05%, 每股净资产3.53元,同比减12.6%,每股经营性现金流-0.01元,同比增90.44%,每股收益-0.02元,同比 减100.0% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 6.58亿 | 4.68亿 | -28.88% | | 归母净利润(元) | -441.6 ...
天洋新材上半年营收4.68亿元同比降28.88%,归母净利润-1056.26万元同比降139.15%,净利率下降1.55个百分点
Xin Lang Cai Jing· 2025-08-29 11:25
Group 1 - The core viewpoint of the article highlights Tianyang New Materials' significant decline in revenue and net profit for the first half of 2025, indicating financial challenges faced by the company [1][2]. - The company's operating revenue for the first half of 2025 was 468 million yuan, a year-on-year decrease of 28.88%, while the net profit attributable to shareholders was -10.56 million yuan, a decline of 139.15% [1][2]. - The basic earnings per share for the company was -0.02 yuan, with a weighted average return on equity of -0.69% [2]. Group 2 - Tianyang New Materials reported a gross profit margin of 22.36% for the first half of 2025, an increase of 5.21 percentage points year-on-year, while the net profit margin was -1.95%, a decrease of 1.55 percentage points compared to the previous year [2]. - The company's total expenses for the period were 93.86 million yuan, an increase of 3.47 million yuan year-on-year, with a period expense ratio of 20.04%, up 6.31 percentage points from the previous year [2]. - The company’s main business revenue composition includes photovoltaic encapsulation film (47.71%), hot melt adhesive (31.73%), and reactive adhesives (12.02%) [3]. Group 3 - As of the end of the first half of 2025, the total number of shareholders was 17,800, a decrease of 109 from the previous quarter, with an average holding value per household dropping by 21.86% [2]. - Tianyang New Materials is located in Jiading District, Shanghai, and was established on January 11, 2002, with its listing date on February 13, 2017 [3]. - The company operates in the basic chemical industry, specifically in plastics and other plastic products, and is involved in various concept sectors including solar energy and small-cap stocks [3].
天洋新材(603330) - 2025年第二季度主要经营数据的公告
2025-08-29 09:31
证券代码:603330 证券简称:天洋新材 公告编号:2025-062 天洋新材(上海)科技股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 天洋新材(上海)科技股份有限公司(以下简称"公司")根据上海证券交 易所《上市公司行业信息披露指引第十三号—化工》的要求,现将2025年第二季 度主要经营数据披露如下: 一、主要产品的产量、销量及收入实现情况 | 主要产品 | 产量 | 销量 | 营业收入(万元) | | --- | --- | --- | --- | | 热熔胶 | 5,197.05 | 4,502.27 | 10,241.79 | | 光伏封装胶膜 | 1,802.17 | 1,796.18 | 8,273.85 | | 热熔墙布、窗帘 | 41.70 | 41.00 | 1,304.52 | | 反应型胶黏剂 | 246.78 | 226.71 | 4,235.85 | (光伏封装胶膜/墙布、窗帘单位:万平方米;其他产品单位:吨) 二、主要产品和原材料的价格变动情况 | 主要产品 | 2024 | ...
深圳燃气(601139):“燃气+清洁能源”双主业 协同发展
Xin Lang Cai Jing· 2025-08-28 02:33
Core Viewpoint - The company operates with a dual focus on "gas + clean energy," developing a comprehensive natural gas supply chain and actively expanding into clean energy sectors like photovoltaics [1][3]. Group 1: Business Operations - The company has established a full industry system for natural gas, including exploration, transportation, storage, and sales, while also expanding into clean energy such as photovoltaics [1]. - The gas-fired power generation business is primarily managed by its subsidiary, Shenran Thermal Power, which has two operational 9E gas-steam combined cycle units with a capacity of 2×180MW and plans to launch a 470MW 9F unit by June 2024 [1]. - The first 9F unit has generated approximately 1.02 billion kilowatt-hours of electricity since its launch, and the second unit is expected to contribute additional revenue [1]. Group 2: Supply Chain and Innovation - The company has secured natural gas supply agreements with major suppliers like PetroChina, Sinopec, and BP China, ensuring stable and secure gas supply through various infrastructure [2]. - A long-term agreement with PetroChina guarantees a contract volume of 9.69 billion cubic meters over ten years, while another agreement with Guangdong Dapeng Company ensures an annual supply of 271,000 tons of natural gas [2]. - The company has established a robust innovation ecosystem, with 7 national high-tech enterprises and 6 specialized enterprises, and has developed various gas control equipment and energy devices [2]. Group 3: Financial Outlook - The company has 53 gas business operating rights across 11 provinces, with a projected pipeline gas sales volume of 4.975 billion cubic meters in 2024, reflecting a year-on-year growth of 2.78% [3]. - The subsidiary, Swick, is the second-largest photovoltaic encapsulation film manufacturer globally, with an annual production capacity exceeding 1 billion square meters across four production bases [3]. - The company maintains a "buy" rating, with expected earnings per share of 0.52 yuan for 2025 and 2026, and 0.53 yuan for 2027, corresponding to a PE valuation of 13 times [3].
深圳燃气(601139):“燃气+清洁能源”双主业,协同发展
Dongguan Securities· 2025-08-27 09:17
Investment Rating - The report maintains a "Buy" rating for the company, indicating an expectation that the stock will outperform the market index by more than 15% in the next six months [59]. Core Viewpoints - The company operates with a dual focus on "gas + clean energy," developing a comprehensive natural gas supply chain while actively expanding into the photovoltaic sector [6][13]. - The gas power generation units are expected to contribute incremental revenue, with the second 9F gas-steam combined cycle unit officially launched in June 2025 [6][48]. - The company has established rich supply channels for natural gas, securing long-term agreements with major suppliers, ensuring stable supply [6][40]. - The company is committed to innovation, having developed numerous patents and technology standards, enhancing its competitive edge [6][51]. Summary by Sections 1. Dual Business Model - The company integrates "gas + clean energy" as its dual main business, having established a full industry chain for natural gas and actively expanding into clean energy [6][13]. - As of the end of 2024, the company holds 53 gas business operating rights across 11 provinces, with a natural gas supply of 6.576 billion cubic meters, a 5.06% increase year-on-year [16][17]. 2. Gas Price Linkage - The report highlights the orderly advancement of natural gas price linkage, which aids the company in managing procurement costs effectively [31]. 3. Vertical Integration and Competitive Strength - The company has signed resource supply agreements with major oil and gas suppliers, ensuring a stable supply of natural gas [40]. - The company’s LNG and LPG wholesale business is managed by a subsidiary, enhancing its resource procurement and storage capabilities [42]. - The gas power generation business is expected to generate additional revenue, with significant capacity from newly launched units [48]. 4. Investment Recommendations - The report projects earnings per share of 0.52 yuan for 2025 and 0.53 yuan for 2027, maintaining a price-to-earnings ratio of 13 times [59][60].
海优新材: 关于“海优转债”可选择回售的第一次提示性公告
Zheng Quan Zhi Xing· 2025-08-05 16:10
Key Points - The company announced a repurchase price of 100.22 RMB per bond, including accrued interest [1][5] - The repurchase period is set from August 12, 2025, to August 18, 2025 [1][5] - The payment date for repurchase funds is August 21, 2025 [1][5] - The repurchase is not mandatory for bondholders [1][5] - The company issued 6.94 million convertible bonds on June 23, 2022 [1][3] - A bondholder meeting will be held on August 1, 2025, to discuss the termination of a specific fundraising project and the reallocation of remaining funds to a new project [1][3] - The new project involves the construction of a 2 million square meter PDLC light control film production line [1][3] Repurchase Terms - The repurchase clause is activated due to significant changes in the use of raised funds compared to the commitments in the prospectus [2][3] - Bondholders can sell back all or part of their convertible bonds at face value plus accrued interest [3][4] - The accrued interest calculation is based on a 1.60% annual interest rate for 50 days [4][5] Repurchase Process - Bondholders must submit their repurchase requests through the Shanghai Stock Exchange trading system during the specified period [5][6] - The repurchase price includes accrued interest, totaling 100.22 RMB per bond [5][6] - The bonds will continue to trade during the repurchase period, but conversion to shares will be halted [5][6]
22家企业上半年合计亏损超142.5亿元
3 6 Ke· 2025-08-05 01:23
在光伏"反内卷"以及多晶硅"小作文"频繁出现的背景下,近日有多家光伏企业陆续发布了2025年上半年业绩预报。据预见能源不完全统计显示,在已公布 半年报以及业绩预告的23家光伏企业中,有18家企业出现亏损,仅有5家企业保持盈利,合计亏损金额在142.5-169.2亿元,同比亏损进一步扩大 6.74%-26.74%。 不过,和去年不同的是,这次光伏行业的半年报呈分化趋势,有的企业在继续扩大亏损,有的却开始减亏,而2024年同期业绩表现不错的光伏辅材企业今 年却比较一般。 | | | | 2025年上半年光伏企业业绩预报 | | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 公司名称 | 2025年上半年预计净利润(亿元) | | 2024年上半年净利润(亿元) | 同比(同花顺有数据) | | | | | 最低值 | 最高值 | | 最低 | 最高 | | 1 | 通威股份 | -52 | -49 | -31.29 | -66.19% | -56.60% | | 2 | 弘元绿能 | -3.5 | -2.9 | -11.57 | 减亏69.76% | ...