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金帝股份拟投资不低于15亿元在重庆投建高端智能制造项目
Sou Hu Cai Jing· 2025-07-19 01:19
博源重庆注册资本12000万元,注册地址为重庆市璧山区,经营范围包括新能源汽车电驱动系统相关零 部件、组件的研发制造和销售;电机零件和组件的研发制造和销售;注塑、铸铝零件的研发制造和销 售;医疗器械零件和组件、配件的研发制造和销售;技术服务、技术开发、技术转让、技术咨询。金帝 股份拟以自有资金通过子公司金海慧出资持有博源重庆100%股权。 公告显示,金帝股份与重庆市璧山区人民政府签订《工业项目投资合同》,项目总投资不低于15亿元, 其中固定资产投资额不低于12.5亿元,其他投入不低于2.5亿元。项目采取"先租后建"的方式,分二期实 施。一期租赁厂房,固定资产投资额不低于4.5亿元;二期购置建设用地自建厂房,固定资产投入不低 于8亿元。 值得注意的是,金帝股份连续十二个月对外投资累计金额超过公司最近一期经审计总资产的50%,这也 预示着金帝股份对外建设布局的决心。 从产品应用来说,金帝股份定转子产品主要应用在新能源汽车电驱动系统。该产品增长势头迅猛,根据 2025年一季度报,新能源电驱动定转子产品实现收入5546.22万元,同比增长340.13%。2024年定转子系 列产品实现营业收入1.58亿元,同比增长30 ...
晚间公告丨7月16日这些公告有看头
Di Yi Cai Jing· 2025-07-16 10:34
Group 1 - Meidi Technology plans to acquire 100% equity of Haisholi and INNOWAVE VIETNAM for a total of 2 billion KRW, which is approximately 219.47 million USD, allowing direct entry into Samsung's supply chain [3] - Toxin Pharmaceutical will increase its investment in Jiangsu Jinsan Biotechnology by 10 million CNY, acquiring a 1.75% stake, as Jinsan has successfully produced high-purity ergot sulfur [4] - Zhejiang Energy Power reported a power generation of 78.848 billion kWh in the first half of the year, a year-on-year increase of 4.48%, attributed to increased electricity demand in Zhejiang province [5] Group 2 - Tiande Yu expects a net profit of 152 million CNY for the first half of 2025, a year-on-year increase of 50.89%, driven by the growth in high-refresh-rate mobile display driver chips [7] - Pinming Technology anticipates a net profit increase of 231.79% to 302.89% for the first half of 2025, due to growth in building information software revenue and effective cost control [8] - *ST Jinglun expects a loss of 19 to 22 million CNY in the first half of 2025, despite a 23.5% increase in revenue to approximately 83 million CNY, as overall gross profit is insufficient to cover expenses [9] Group 3 - Jindi Co. signed an industrial project investment contract with the government of Bishan District, with a total investment of no less than 1.5 billion CNY [11] - Baiyun Electric is expected to win a procurement project from the State Grid worth 164 million CNY, which represents 3.28% of the company's audited revenue for 2024 [13] Group 4 - Fulei New Materials' shareholder plans to reduce its stake by up to 1.33%, amounting to a maximum of 3.7625 million shares [15] - Wind God Co. plans to raise no more than 1.1 billion CNY through a private placement for a project aimed at enhancing the capacity and efficiency of high-performance giant engineering tires [17]
金帝股份: 山东金帝精密机械科技股份有限公司第三届监事会第十四次会议决议公告
Zheng Quan Zhi Xing· 2025-07-16 10:21
Group 1 - The company held its 14th meeting of the third supervisory board on July 11, 2025, with all three supervisors present, ensuring compliance with relevant laws and regulations [1][2] - The supervisory board approved a proposal for external investment to establish a subsidiary, aiming to expand the market for new energy electric drive rotor products in the Southwest region [1][2] - The company plans to invest a total of no less than 1.5 billion yuan in the project, with fixed asset investment of no less than 1.25 billion yuan and other investments of no less than 250 million yuan [1] Group 2 - The project will be implemented in two phases, with the first phase involving the leasing of a factory with a fixed asset investment of no less than 450 million yuan, and the second phase involving the purchase of land and construction of a factory with a fixed asset investment of no less than 800 million yuan [1]
【私募调研记录】涌津投资调研金帝股份
Zheng Quan Zhi Xing· 2025-07-01 00:08
Group 1 - The core viewpoint of the news highlights the recent performance and growth prospects of Jindi Co., which has shown significant revenue increases in various segments, particularly in new energy and wind power products [1] - Jindi Co. reported a revenue of 381.40 million yuan for Q1 2025, marking a year-on-year growth of 39.81%, driven by increased production of new energy electric drive rotor products and wind power bearing products [1] - The revenue from bearing cage products reached 174.08 million yuan, up 39.01% year-on-year, while wind power bearing products saw a remarkable increase of 99.57%, generating 84.32 million yuan [1] - The automotive parts business generated 165.56 million yuan in revenue, reflecting a year-on-year growth of 44.92%, and the new energy electric drive rotor products achieved a staggering growth of 340.13%, with revenues of 55.46 million yuan [1] - The company has established a competitive advantage in the electric drive system components for new energy vehicles, with multiple series of products already developed [1] - The market for wind power bearing business is expected to expand further due to national policies supporting renewable energy, with a total project scale of 220.644 GW in 2024, a 90% increase from 2023 [1] - The statistics for the first five months of 2025 indicate a total project scale of 64.458 GW, representing a 19.17% growth compared to the same period in 2024 [1]