功能性结构件

Search documents
连亏股冠石科技拟不超7亿定增 上市募5亿国投证券保荐
Zhong Guo Jing Ji Wang· 2025-09-29 07:23
中国经济网北京9月29日讯 冠石科技(605588.SH)9月27日披露的2025年度向特定对象发行股票预案 显示,公司本次向特定对象发行股票拟募集资金总额(含发行费用)最多不超过70,000.00万元(含本 数),扣除发行费用后的募集资金净额将用于光掩膜版制造项目和补充流动资金。 | 序号 | 项目名称 | 项目预计总投资 | 拟投入募集资金 | | --- | --- | --- | --- | | 1 | 光掩膜版制造项目 | 193,149.63 | 53.000.00 | | 2 | 补充流动资金 | 17,000.00 | 17.000.00 | | | 合计 | 210,149.63 | 70,000.00 | 本次向特定对象发行股票的发行对象为符合中国证监会规定的不超过35名(含本数)特定对象。 截至预案公告日,公司本次向特定对象发行尚无确定的发行对象,因而无法确定发行对象与公司的 关系。 截至预案公告日,张建巍直接持有公司约57.35%的股份,并通过控股镇江冠翔企业管理中心(有 限合伙)间接控制公司约3.06%的表决权,直接及间接合计控制公司约60.41%的表决权,并担任公司董 事长。张建巍 ...
东山精密:公司能为新能源汽车客户提供PCB(含FPC)等多种产品及综合解决方案
Zheng Quan Ri Bao Wang· 2025-09-15 08:41
证券日报网讯东山精密(002384)9月15日在互动平台回答投资者提问时表示,公司是上游供应商中为 数不多的能为新能源汽车客户提供PCB(含FPC)、车载屏、功能性结构件等多种产品及综合解决方案的 厂商。未来多产业链、一体化的优势将进一步加深公司与客户的黏性。 ...
鸿富瀚:液冷产品已与中兴通讯、服务器领域头部厂商达成合作 并获取北美大客户送样资格
Xin Lang Cai Jing· 2025-09-10 13:09
Core Viewpoint - Hongfuhuan has established partnerships with major players in the server industry and ZTE for its liquid cooling products, while also gaining sample qualification from a major North American client [1] Group 1: Company Developments - Hongfuhuan primarily provides functional structural components for Apple products, with an expected increase in orders due to the launch of foldable smartphones next year [1] - The company's liquid cooling products focus on the network communication and server sectors, with key offerings including liquid cooling plate modules and comprehensive liquid cooling solutions [1] Group 2: Partnerships and Market Expansion - Domestically, Hongfuhuan has formed collaborations with ZTE and leading manufacturers in the server field [1] - Internationally, the company has secured sample qualification from a major North American client and is actively working on the introduction of related liquid cooling products [1]
调研速递|鸿富瀚接受全体投资者调研,上半年营收3.55亿元利润下滑
Xin Lang Zheng Quan· 2025-09-10 12:56
Core Viewpoint - In the first half of 2025, Hongfuhuan experienced revenue growth but a significant decline in net profit, attributed to market fluctuations and increased operational costs [2][3]. Group 1: Financial Performance - In the first half of 2025, Hongfuhuan achieved a revenue of 355.41 million yuan, representing a year-on-year increase of 9.37% [2] - The net profit attributable to shareholders was 22.73 million yuan, showing a year-on-year decrease of 52.41% [2] - The decline in profit is primarily due to market environment fluctuations, pressure on core product profitability, and increased fixed costs due to strategic investments [2] Group 2: Future Strategies - The company plans to focus on three key areas: enhancing technology and market collaboration, optimizing production efficiency, and deepening refined management [3] - Investment in liquid cooling technology will be increased, with efforts to expand into new markets like Thailand and Vietnam [3] - The goal is to improve production capacity utilization and reduce fixed costs through better production scheduling and resource management [3] Group 3: Business Insights from Q&A - The company primarily provides functional structural components for Apple products, with expectations of increased orders following the launch of foldable smartphones next year [4] - Liquid cooling products are targeted at the telecommunications and server sectors, with collaborations established with major clients like ZTE [4] - The company is optimistic about performance in the second half of the year, citing a peak season for consumer electronics and improved order fulfillment [4] - Various costs have risen due to business expansion, including sales and management expenses [4] - Strategic partnerships have been formed with Huawei for microgrid and related equipment [4] - The company has established production bases in multiple locations, including Shenzhen and overseas in the U.S., Vietnam, and Thailand, to meet customer demands [4] - Emphasis is placed on the role of AI technology in enhancing product offerings, particularly in cooling solutions for servers and wearable devices [4]
冠石科技: 关于募集资金2025年半年度存放与使用情况的专项报告
Zheng Quan Zhi Xing· 2025-08-29 10:25
Summary of Key Points Core Viewpoint The report provides a detailed account of Nanjing Guanshi Technology Co., Ltd.'s fundraising activities, including the amount raised, its usage, and management practices, ensuring compliance with regulatory requirements and protecting investor interests. Group 1: Fundraising Overview - The company raised a total of RMB 501,100,500 through the issuance of 18,275,000 shares at RMB 27.42 per share, with net proceeds amounting to RMB 455,867,927.74 after deducting issuance costs [1][2][3] - As of June 30, 2025, the company has utilized RMB 380,779,938.44 of the raised funds, leaving a remaining balance of RMB 98,261,870.03 [1][2][3] - The total amount used in the first half of 2025 was RMB 118,935,655.08, with previous years accounting for RMB 261,844,283.36 [1][2][3] Group 2: Fund Management Practices - The company has established a fundraising management system in compliance with relevant laws and regulations, ensuring funds are stored in dedicated bank accounts [1][2][3] - A tripartite supervision agreement was signed with banks and the sponsor to regulate the use and storage of the funds, which has been strictly adhered to [1][2][3] - As of June 30, 2025, the company has canceled the fundraising accounts as per the regulatory requirements [1][2][3] Group 3: Fund Usage and Project Updates - The company has invested RMB 11,893.56 million in fundraising projects during the reporting period, with a cumulative investment of RMB 38,077.99 million [5][6][7] - A significant portion of the funds has been redirected to the "Photomask Manufacturing Project," with 56.27% of the total funds being reallocated due to market demand fluctuations [5][6][7] - The company has not encountered any issues with the use of funds, and all activities have been reported transparently [5][6][7]
东山精密(002384):新能源业务快速成长,持续聚焦双轮驱动战略
Orient Securities· 2025-05-26 15:39
Investment Rating - The report maintains a "Buy" rating for the company with a target price of 32.97 CNY based on a 21x PE valuation for 2025 [2][6][11]. Core Insights - The company is experiencing rapid growth in its new energy business, with a focus on a dual-driven strategy. In 2024, the new energy segment achieved revenue of 8.65 billion CNY, a year-on-year increase of 36.98%, accounting for 23.52% of total revenue [10]. - The PCB business remains a global leader, benefiting from increased industry demand. The company ranks second globally in FPC revenue and third in PCB revenue, with a projected compound annual growth rate of 4.8% for the global PCB industry from 2025 to 2029 [10]. - The company is advancing its globalization strategy by acquiring 100% of the French GMD Group, aiming to expand its presence in the European automotive sector [10]. Financial Forecast and Investment Recommendations - The company is projected to achieve earnings per share of 1.57 CNY, 2.15 CNY, and 2.71 CNY for the years 2025 to 2027, respectively. The previous estimates were adjusted primarily due to changes in revenue, gross margin, and expense ratios [2][11]. - Revenue forecasts for 2023 to 2027 are as follows: 33.65 billion CNY (2023), 36.77 billion CNY (2024), 42.35 billion CNY (2025), 49.27 billion CNY (2026), and 57.13 billion CNY (2027), with year-on-year growth rates of 7%, 9%, 15%, 16%, and 16% respectively [4][10].