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广信材料(300537):定增受理加速拓张产能 引领海工涂料国产替代
Xin Lang Cai Jing· 2025-06-15 06:37
Core Viewpoint - The company is expanding its production capacity through a simplified stock issuance process, focusing on electronic photosensitive materials and coatings, which is expected to significantly boost revenue and profit in the coming years [1] Group 1: Investment and Production Capacity - The company has received approval for a simplified stock issuance to raise funds for a project with a total investment of 525 million yuan, aiming to produce 50,000 tons of electronic photosensitive materials annually [1] - Once fully operational, the project is expected to generate an annual revenue of 1.447 billion yuan and a net profit of 128 million yuan [1] Group 2: Revenue Breakdown and Market Focus - In 2024, the company's revenue from photoresists and related materials reached 332 million yuan, accounting for 64.03% of total revenue, showing a year-on-year decline of 1.92% [1] - The company is focusing on new technologies in the photovoltaic sector, particularly in BC cell adhesives, which have generated approximately 50 million yuan in annual revenue, establishing a leading market position [1] Group 3: Coating Business Growth - The company's coating business achieved a revenue of 185 million yuan in 2024, representing 35.67% of total revenue, with a year-on-year growth of 8.08% [2] - The sales of functional film materials and metal packaging coatings saw significant growth, with revenues of 90 million yuan, marking a 66.08% increase year-on-year [2] Group 4: Market Position and Future Prospects - The company is advancing in the anti-corrosion coating sector, launching high-performance graphene-based products and undergoing NORSOK M-501 certification, targeting the marine engineering market [3] - The global anti-corrosion coating market is projected to reach 333.38 billion yuan by 2029, with the company aiming to capture a significant share post-certification [3]
广信材料(300537):2024年报及2025一季报点评:资产减值影响24Q4业绩,龙南基地项目陆续投产
EBSCN· 2025-04-29 09:49
2025 年 4 月 29 日 当前价:16.43 元 作者 分析师:赵乃迪 执业证书编号:S0930517050005 010-57378026 zhaond@ebscn.com 分析师:周家诺 执业证书编号:S0930523070007 021-52523675 zhoujianuo@ebscn.com 公司研究 资产减值影响 24Q4 业绩,龙南基地项目陆续投产 ——广信材料(300537.SZ)2024 年报及 2025 一季报点评 增持(维持) 市场数据 | 总股本(亿股) | 2.00 | | --- | --- | | 总市值(亿元): | 32.93 | | 一年最低/最高(元): | 14.00/24.83 | | 近 3 月换手率: | 318.54% | 股价相对走势 -10% 11% 33% 54% 75% 04/24 07/24 10/24 01/25 广信材料 沪深300 收益表现 | % | 1M | 3M | 1Y | | --- | --- | --- | --- | | 相对 | -7.50 | -1.26 | 4.03 | | 绝对 | -10.22 | -1.62 | ...