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%。 9月29日，金发科技涨5.76%，截至发稿，报20.75元/股，成交28.08亿元，换手率5.29%，总市值547.10 亿元。 从基金十大重仓股角度 数据显示，中信建投基金旗下1只基金重仓金发科技。中信建投量化进取A（011410）二季度持有股数 22.95万股，占基金净值比例为0.54%，位居第七大重仓股。根据测算，今日浮盈赚取约25.93万元。 中信建投量化进取A（011410）成立日期2021年3月9日，最新规模3.54亿。今年以来收益24.83%，同类 排名3749/8244；近一年收益38.27%，同类排名3479/8080；成立以来收益10.01%。 中信建投量化进取A（011410）基金经理为王鹏。 截至发稿，王鹏累计任职时间5年145天，现任基金 ...

Company Overview - Jinfa Technology Co., Ltd. is located in Guangzhou, Guangdong Province, and was established on May 26, 1993. The company went public on June 23, 2004. Its main business involves the research, production, and sales of new chemical materials [1] - The revenue composition of Jinfa Technology includes: modified plastics (52.07%), trading products (20.65%), green petrochemical products (18.85%), new materials (6.29%), medical health products (1.48%), and others (0.66%) [1] Stock Performance - On September 24, Jinfa Technology's stock fell by 5.66%, closing at 20.51 yuan per share, with a trading volume of 1.609 billion yuan and a turnover rate of 2.97%. The total market capitalization is 54.077 billion yuan [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Baoying Fund holds Jinfa Technology as a major position. Baoying Xiangrui Mixed A (000639) held 3,300 shares in the second quarter, unchanged from the previous period, accounting for 0.73% of the fund's net value, making it the largest holding [2] - The estimated floating loss for Baoying Xiangrui Mixed A today is approximately 4,059 yuan [2] Fund Manager Information - The fund managers of Baoying Xiangrui Mixed A are Cai Dan and Yang Zhixuan. As of the report, Cai Dan has a cumulative tenure of 8 years and 53 days, with the fund's total asset size at 1.802 billion yuan. The best fund return during his tenure is 94.4%, while the worst is 0.99% [3] - Yang Zhixuan has a cumulative tenure of 243 days, with the fund's total asset size at 43.4943 million yuan. The best fund return during his tenure is 42.06%, while the worst is 2.06% [3]

Group 1 - The core viewpoint of the news is that Jinfa Technology's stock has seen a significant increase, with a rise of 5.03% to 17.33 yuan per share, and a trading volume of 4.139 billion yuan, indicating strong market interest [1] - Jinfa Technology, established on May 26, 1993, and listed on June 23, 2004, specializes in the research, production, and sales of new chemical materials, with its main revenue sources being modified plastics (52.07%), trading products (20.65%), green petrochemical products (18.85%), new materials (6.29%), medical health products (1.48%), and others (0.66%) [1] Group 2 - Longxin Fund has a significant holding in Jinfa Technology, with its Longxin CSI 500 Index A fund (004945) holding 236,000 shares, representing 1.35% of the fund's net value, making it the tenth largest holding [2] - The Longxin CSI 500 Index A fund has a total scale of 168 million yuan and has achieved a year-to-date return of 22.42%, ranking 1443 out of 4222 in its category, and a one-year return of 50.53%, ranking 1503 out of 3795 [2]

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 ...

Core Insights - The company has achieved significant results from its strategic transformation, with a strong rise in its new energy business driving overall performance recovery [1][2] - In 2024, the company reported a revenue of 2.683 billion yuan, an increase of 18.66% year-on-year, and a net profit attributable to shareholders of 94.6994 million yuan, up 144.59% year-on-year [1] - The new energy sector saw a revenue increase of 102.78% year-on-year, while the automotive business revenue grew by 19.61% year-on-year, highlighting their importance as growth engines [1] Financial Performance - The company achieved a net profit turnaround in 2024, laying a solid foundation for medium to long-term high-quality development [2] - The net profit after deducting non-recurring gains and losses was 16.7128 million yuan, reflecting a year-on-year increase of 107.60% [1] Strategic Focus - The company is committed to executing its development strategy, which includes high-quality development of home appliance structural components, accelerated growth in automotive structural components, and rapid expansion in new energy and healthcare businesses [2] - The company aims to optimize product structure, manage processes strictly, enhance cost control, and broaden business channels to achieve high-quality development goals [2]