9月5日，金发科技涨5.03%，截至发稿，报17.33元/股，成交41.39亿元，换手率9.56%，总市值456.92亿 元。 资料显示，金发科技股份有限公司位于广东省广州市高新技术产业开发区科学城科丰路33号，成立日期 1993年5月26日，上市日期2004年6月23日，公司主营业务涉及化工新材料的研发、生产和销售。主营业 务收入构成为：改性塑料52.07%，贸易品20.65%，绿色石化产品18.85%，新材料6.29%，医疗健康产品 1.48%，其他(补充)0.66%。 从基金十大重仓股角度 截至发稿，宋海岸累计任职时间7年208天，现任基金资产总规模34.43亿元，任职期间最佳基金回报 145.9%， 任职期间最差基金回报-26.88%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，长信基金旗下1只基金重仓金发科技。长信中证500指数A（004945）二季度持有股数23.6万 股，占基金净值比例为1.35%，位居第十大重仓股。根据测 ...

医药生物/医疗服务 固生堂（02273.HK） 2025 年 09 月 02 日 投资评级：买入（维持） | 日期 | 2025/9/1 | | --- | --- | | 当前股价(港元) | 33.560 | | 一年最高最低(港元) | 48.950/25.500 | | 总市值(亿港元) | 79.21 | | 流通市值(亿港元) | 79.21 | | 总股本(亿股) | 2.36 | | 流通港股(亿股) | 2.36 | | 近 3 个月换手率(%) | 49.96 | 股价走势图 数据来源：聚源 -40% -20% 0% 20% 40% 60% 2024-09 2025-01 2025-05 固生堂 恒生指数 相关研究报告 《中医连锁服务龙头企业，国际化布 局持续推进—港股公司首次覆盖报 告》-2025.7.24 2025 上半年业绩稳健增长，盈利能力持续提升 ——港股公司信息更新报告 | 余汝意（分析师） | 阮帅（分析师） | | --- | --- | | yuruyi@kysec.cn | ruanshuai@kysec.cn | | 证书编号：S0790523070002 | 证书编 ...

Group 1 - The establishment of the Zhongke Medical Valley, a comprehensive service platform for medical innovation, marks a significant breakthrough in the collaborative innovation ecosystem in Anhui Province, integrating government, medical, industrial, academic, research, and investment sectors [1] - The platform focuses on the medical device industry and aims to create a full-chain technology transfer platform that includes technology docking, consulting, professional training, concept verification, achievement roadshows, technology transfer, application scenarios, enterprise incubation, and investment financing [1] - The future goal of the platform is to incubate influential "Anhui Intelligent Manufacturing" healthcare products and build a medical technology innovation industry cluster [1]

Core Viewpoint - The company has demonstrated significant growth in revenue and profit, with a focus on expanding its market presence and enhancing its product offerings in the new materials sector, while also addressing challenges in the green petrochemical segment [4][5][21]. Financial Performance - The company achieved operating revenue of 60.514 billion yuan, a year-on-year increase of 26.23% [4]. - The net profit attributable to shareholders reached 0.825 billion yuan, up 160.36% year-on-year [4]. - The net profit excluding non-recurring gains and losses was 0.675 billion yuan, reflecting a 240.13% increase [4]. - Basic earnings per share were 0.3120 yuan, an increase of 162.18% [4]. - The weighted average return on equity was 4.83%, up 2.9 percentage points year-on-year [4]. Business Development - The company is actively expanding its presence in strategic emerging industries such as smart vehicles, new energy, and artificial intelligence, which are driving high-quality growth [5][21]. - The company has accelerated the localization of its overseas supply and service capabilities, with significant production from its new factory in Vietnam [5][21]. - The sales volume of finished products in overseas markets reached 233,500 tons, a year-on-year increase of 29.51% [5]. Product and Market Strategy - The modified plastics segment achieved a sales volume of 2.5515 million tons, a year-on-year increase of 20.78%, with revenue of 32.075 billion yuan, up 18.95% [7]. - The company has developed customized high-performance ABS materials, enhancing temperature and chemical resistance for high-end kitchen appliances [9]. - The company is focusing on technological innovation and collaboration with leading global enterprises to enhance its competitive edge in the automotive and consumer electronics sectors [8][9]. Future Development Strategy - The company aims to strengthen its polymer materials business while expanding its new materials segment, targeting a production value of 800 billion yuan for modified plastics, 300 billion yuan for new materials, 400 billion yuan for green petrochemicals, and 100 billion yuan for medical health products [21][24]. - The company is committed to sustainable development, focusing on green, low-carbon, and circular growth, and enhancing resource utilization efficiency [24][25].

【COMEX黄金行情解析】 今日周五（5月9日）欧市盘中，COMEX黄金价格回升，截至目前报3329.20美元/盎司，涨幅0.57%，今 日开盘于3310.20美元/盎司，最高上探3337.00美元/盎司，最低触及3278.90美元/盎司。 短线来看，COMEX黄金价格上涨，目前交投于3329.20美元/盎司，涨幅0.57%，最高上探3337.00美元/ 盎司，最低触及3278.90美元/盎司。今日上方阻力位为3458-3468，下方支撑位为3258-3268. 打开APP，查看更多高清行情>> 在美欧贸易关系持续紧张的背景下，欧盟执委会于本周四（5月8日）释放出一枚重磅信号弹——若无法 通过谈判解决当前贸易争端，欧盟将考虑对价值高达950亿欧元（约合1072亿美元）的美国商品实施报 复性关税。这一数字不仅创下欧盟对美反制措施的历史新高，更标志着跨大西洋贸易关系可能面临二十 年来最严峻的考验。 欧盟此次拟定的报复清单可谓"精确制导"，瞄准了多个具有战略意义和经济敏感度的美国产品。首当其 冲的是美国引以为傲的波本威士忌和葡萄酒产业，这些承载着美国文化符号的商品可能面临前所未有的 关税壁垒。在工业领域，飞机、汽车 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The modified plastics and specialty engineering plastics sectors have shown remarkable performance, leading to significant improvements in the company's financial results for 2024, with a revenue of 60.5 billion yuan, a year-on-year increase of 26%, and a net profit attributable to shareholders of 0.825 billion yuan, a year-on-year increase of 160% [2][3] - The company has effectively enhanced its operational quality through upstream and downstream integration in the green petrochemical sector, optimizing product structure and steadily improving capacity utilization [2] Financial Performance Summary - In 2024, the modified plastics segment achieved revenue of 32.1 billion yuan, a year-on-year increase of 19%, with a gross margin of 22.1% [3] - The new materials segment generated revenue of 3.7 billion yuan, a year-on-year increase of 16%, with a gross margin of 15.8% [3] - The green petrochemical segment reported revenue of 11.4 billion yuan, a year-on-year increase of 22%, although it had a negative gross margin of -6.4% [3] - The medical health segment achieved revenue of 0.056 billion yuan, a year-on-year increase of 46%, but with a gross margin of -34.2% [3] - In Q1 2025, the company reported revenue of 15.7 billion yuan, a year-on-year increase of 49%, and a net profit of 0.25 billion yuan, a year-on-year increase of 138% [4][7] Segment Performance Summary - The modified plastics segment's sales volume increased by 21% to 2.55 million tons in 2024 [3] - The new materials segment's sales volume increased by 33% to 240,000 tons in 2024 [3] - The green petrochemical segment's sales volume increased by 12% to 1.54 million tons in 2024 [3] - The medical health segment's sales volume increased by 46% in 2024 [3] Future Projections - The company is projected to achieve revenues of 64.6 billion yuan, 73.7 billion yuan, and 82.8 billion yuan for the years 2025, 2026, and 2027, respectively [9] - The net profit attributable to shareholders is expected to be 1.366 billion yuan, 1.820 billion yuan, and 2.337 billion yuan for the years 2025, 2026, and 2027, respectively [9] - The company is recognized as a leader in the modified plastics industry, with continuous growth in sales volume for modified and specialty engineering plastics [8]

【DT新材料】 获悉，4月21日， 金发科技 发布2024年度报告， 公司2024年度总营收达605.14亿元，同比增 长26.23%；实现归母净利润8.25亿元，同比增长160.36% 。近年来， 金发科技营收和利润出现了持续增长的 情况 。 2024年， 金发科技围绕新质生产力加强科技创新，提升一体化产业链优势，依托全球领先的应用 创新能 力，为全球客户提供了更具竞争力的新材料整体解决方案，公司的行业竞争力及市场份额 不断提升，营业 收入同比实现快速增长，归属于上市公司股东的净利润同比实现大幅增长。 在海外市场方面， 金发科技加速推进海外本土化供应和服务能力。随着越南新工厂（第一期）的规模化 投 产，进一步提升了公司产品的全球竞争力。 美国金发、欧洲金发、印度金发、越南金发、马来 西亚金 发等 海外基地协同发力，经营成果显著，市场份额大幅提升， 公司海外业务实现产成品销 量23.35 万吨，同比 增长29.51%。 （一）改性塑料板块经营情况 2024年 金发科技改性塑料销量再创新高，产成 品销量255.15万吨，同比增长20.78%；营业收入320.75亿 元，同比增长18.95%。 1、汽车材料：主要 ...

3月21日，毅昌科技（002420.SZ）发布2024年度报告，报告显示，公司2024年实现营业收入 26.83 亿元，同比上升18.66%；实现归属于上市公司股东的净利润9469.94万元，同比上升144.59%，归属于上 市公司股东的扣除非经常性损益的净利润1671.28万元，同比上升107.60%。 毅昌科技：战略转型成效显著，新能源业务强势崛 起 公司拥有国家级企业技术中心、国家级工业设计中心，现有各类专利上百项，涵盖家电、汽车、医 疗健康等领域。2024年，公司技术研发成果加速转化，新能源行业收入同比增幅达102.78%，汽车业务 收入同比增幅19.61%，成为拉动增长的重要引擎。同时，战略聚焦下的高质量发展家电业务运营成效 凸显，毛利率实现增长。 随着新兴产业链初步形成，公司2024年净利润实现扭亏为盈，为中长期高质量发展奠定坚实基础。 展望未来，毅昌科技将坚决贯彻公司发展战略，坚决执行"高质量发展家电结构件业务，加快发展汽车 结构件业务，提速发展新能源和医疗健康业务"战略。紧紧围绕经营目标，优化产品结构，严格管理流 程，加强成本管控，拓宽业务渠道，实现高质量发展的目标。 近年来，新能源车的发展已 ...