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岳阳兴长收盘下跌1.34%,滚动市盈率103.53倍,总市值57.08亿元
Sou Hu Cai Jing· 2025-07-01 08:28
Company Overview - Yueyang Xingchang's closing price on July 1 was 15.44 yuan, down 1.34%, with a rolling PE ratio of 103.53 times and a total market value of 5.708 billion yuan [1] - The company operates in the petrochemical sector, focusing on the development, production, and sales of chemical new materials, energy conservation and environmental protection, and energy chemical products [1] - Main products include methyl tert-butyl ether, liquefied petroleum gas, propylene, industrial isooctane, ortho-cresol, calcined petroleum coke, and special polypropylene [1] Financial Performance - For Q1 2025, the company reported operating revenue of 1.063 billion yuan, a year-on-year increase of 27.85% [1] - Net profit for the same period was 13.6081 million yuan, reflecting a year-on-year decrease of 37.00% [1] - The sales gross margin stood at 18.85% [1] Shareholder Information - As of March 31, 2025, the number of shareholders was 22,331, an increase of 408 from the previous count [1] - The average market value of shares held per shareholder was 352,800 yuan, with an average holding of 27,600 shares [1] Industry Comparison - The average PE ratio for the petrochemical industry is 12.81 times, with a median of 29.80 times, positioning Yueyang Xingchang at 19th place within the industry [2] - The company's PE ratio is significantly higher than the industry average, indicating potential overvaluation compared to peers [2]
广东聚石化学股份有限公司
Group 1 - The company aims to enhance operational capabilities by upgrading existing assets and processing isooctane and MTBE into finished gasoline to mitigate the negative impact of consumption tax [1] - The first phase of the project is expected to achieve 50% capacity utilization in its first full accounting year, generating revenue of 1.106 billion yuan and a net profit of 15 million yuan [1] - Upon full capacity, the project is projected to generate 2.213 billion yuan in revenue and a net profit of 35 million yuan [1] Group 2 - As of the end of 2024, the company's construction in progress amounts to 637 million yuan, an increase of 28.14% from the previous year [2] - The total budget for significant construction projects is 1.761 billion yuan, with a remaining balance of 558 million yuan [2] - Some projects have exceeded 100% completion but have not yet been transferred to fixed assets [2] Group 3 - The company has identified reasons for underutilization of capacity in major projects, including downstream demand, competition, and core product competitiveness [2][3] - Specific measures are being developed to improve capacity utilization, including price adjustments and enhancing product quality [2] - The company is actively exploring new markets, particularly in Africa, to boost sales [2] Group 4 - The company has a liquidity surplus after meeting operational and project funding needs, indicating no liquidity risk [9] - The company plans to optimize its organizational structure and focus on core business areas to improve its capital structure [9] Group 5 - The company acquired a 55% stake in Guan Zhen Technology for 60 million yuan, with performance commitments for net profits from 2022 to 2024 [10] - Guan Zhen Technology's actual net profits fell short of commitments, leading to a compensation obligation of 60 million yuan [10] - The company plans to transfer its stake in Guan Zhen Technology while ensuring compensation payments are made according to the agreed schedule [12] Group 6 - The company has reallocated goodwill among three asset groups, including Guan Zhen Technology, due to significant changes in the industry [15][19] - The reallocation of goodwill is in compliance with accounting standards and reflects the company's strategic adjustments [17][19]
海越能源资本挽歌:23倍牛股如何沦为提款机?
Mei Ri Jing Ji Xin Wen· 2025-06-10 11:13
每经记者|赵李南 每经编辑|陈俊杰 吕小奎在一份金额高达31.5亿元的贷款担保合同上签下了自己的名字,身边的夫人也跟着落笔。那是 2012年,他刚好年满60岁。跟随吕小奎签署这份担保合同的,还有4位追随他多年的老哥们连同他们的 家属。 这似乎是吕小奎一辈子都在等的机会,这是一次押上全部声誉的豪赌。按照他的预计,这将是100亿元 以上的大项目。资本市场对此也反应强烈,海越股份的股价强劲上涨。 作为ST海越(SH600387,停牌,市值6.5亿元,此前曾简称海越股份、海越能源)时任实控人之一及公 司董事长,吕小奎认为,项目一旦落成,市场是巨大的,也将为解决雾霾难题作出巨大贡献。 如果人生有四季,那一刻的吕小奎恐怕难以想到这是秋天的到来。秋去冬至,上市公司的故事也难以为 继了,2025年6月6日,上交所向海越能源送达终止上市决定。 老骥伏枥 从2005年7月18日至2015年6月1日,这十年里,ST海越股价涨幅约2374.37%(23倍),年化投资回报率 高达39.71%。 这个数字,足以让一众投资大佬汗颜,连股神巴菲特的年化收益也难望其项背。 时间往前推一点,2004年2月,吕小奎带着海越股份敲钟上市,那是他人生 ...
岳阳兴长收盘下跌1.25%,滚动市盈率95.42倍,总市值52.61亿元
Sou Hu Cai Jing· 2025-05-30 08:39
Group 1 - The core viewpoint of the articles highlights that Yueyang Xingchang's stock price closed at 14.23 yuan, down 1.25%, with a rolling PE ratio of 95.42 times, significantly higher than the industry average of 12.64 times and the median of 25.38 times [1][2] - The company's total market capitalization is 5.261 billion yuan, ranking 19th in the oil industry based on PE ratio [1][2] - In terms of capital flow, on May 30, Yueyang Xingchang experienced a net outflow of 2.3044 million yuan, with a total outflow of 6.1869 million yuan over the past five days [1] Group 2 - Yueyang Xingchang specializes in the development, production, and sales of petrochemical products, including chemical new materials, energy conservation and environmental protection, and retail of refined oil [1] - The company's main products include methyl tert-butyl ether, liquefied petroleum gas, propylene, industrial isooctane, ortho-cresol, calcined petroleum coke, and special polypropylene [1] - The latest quarterly report for Q1 2025 shows that the company achieved an operating income of 1.063 billion yuan, a year-on-year increase of 27.85%, while net profit was 13.6081 million yuan, a year-on-year decrease of 37.00%, with a sales gross margin of 18.85% [1]
岳阳兴长收盘上涨2.42%,滚动市盈率99.51倍,总市值54.86亿元
Sou Hu Cai Jing· 2025-05-19 08:32
Group 1 - The core viewpoint of the articles highlights that Yueyang Xingchang's stock price has increased by 2.42% to 14.84 yuan, with a rolling PE ratio of 99.51 times, significantly higher than the industry average of 12.68 times [1][2] - The total market capitalization of Yueyang Xingchang is reported at 5.486 billion yuan, ranking 19th in the petroleum industry based on PE ratio [1][2] - As of the first quarter of 2025, five institutions hold shares in Yueyang Xingchang, with a total holding of 14.79537 million shares valued at 2.474 billion yuan [1] Group 2 - Yueyang Xingchang specializes in the development, production, and sales of petrochemical products, including chemical new materials, energy conservation and environmental protection, and retail of refined oil [1] - The company's main products include methyl tert-butyl ether, liquefied petroleum gas, propylene, industrial isooctane, ortho-cresol, calcined petroleum coke, and special polypropylene [1] - In the latest financial report for Q1 2025, the company achieved an operating income of 1.063 billion yuan, a year-on-year increase of 27.85%, while net profit was 13.6081 million yuan, reflecting a year-on-year decrease of 37.00% with a gross profit margin of 18.85% [1]
宇新股份(002986) - 2025年5月7日投资者关系活动记录表
2025-05-07 09:48
证券代码:002986 证券简称:宇新股份 广东宇新能源科技股份有限公司 投资者关系活动记录表 编号:2025-001 | 投资者关系活动类别 | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他(请文字说明其他活动内容) | | 参与单位名称及人员 | 通过价值在线(www.ir-online.cn)线上参与公司2024年 | | | 度业绩说明会的全体投资者 | | 姓名 | | | 时间 | 2025年05月07日 15:00-16:30 | | 地点 | 价值在线(https://www.ir-online.cn/) | | 上市公司接待人员姓名 | 董事长 胡先念 | | | 副总经理兼财务总监 周丽萍 | | | 独立董事 杨朝合 | | | 独立董事 熊政平 | | | 独立董事 吴肯浩 | | | 董事会秘书 胡锐 | | 投资者关系活动主要 | 公司对投资者关注的问题进行了回复,问答情况如下: | | | 1.公司曾建设了10万吨丁酮联产13万吨乙酸乙酯装 | | ...
同比增长6.4%!大亚湾一季度经济数据出炉
Nan Fang Du Shi Bao· 2025-05-01 08:48
4月29日,大亚湾开发区今年一季度经济运行情况出炉。数据显示,该区一季度地区生产总值(GDP) 254.1亿元,同比增长6.4%;规上工业增加值增长11.5%;社会消费品零售总额35.1亿元,增长6.4%。 今年一季度,大亚湾开发区规上工业增加值增长11.5%。多宗项目如期投产达产。埃克森美孚一期、红 墙化学、宇新化工异辛烷改造等7宗项目一季度如期投产,粤电能源、忠信实业、宇新新材料丁二醇和 丁酮等18宗项目达产满产,投产达产项目一季度新增产值22.6亿元。石化产业增加值增长14%,汽车产 业增加值增长14.2%,电子信息产业增加值增长6.7%,占规上工业增加值比重分别为59.8%、24.2%和 9.3%。 采写:南都记者 张嘉培 从重点项目看,全区48宗省市重点建设项目实现投资额94.3亿元,完成年度投资计划的31.4%,超时序 进度6.4个百分点。从在库项目看,一季度新增入库项目37宗,其中工业项目18宗。新入库项目累计完 成投资12.2亿元,占固定资产投资总额10%。 数据显示,一季度,全区社会消费品零售总额35.1亿元,增长6.4%,其中限额以上消费品零售总额15.3 亿元,增长11.9%。提振消费专 ...
岳阳兴长收盘下跌3.77%,滚动市盈率94.23倍,总市值59.48亿元
Sou Hu Cai Jing· 2025-04-01 08:35
岳阳兴长石化股份有限公司的主营业务是化工新材料、节能环保、能源化工等石油化工产品的开发、生 产、销售以及成品油零售等业务。公司的主要产品是甲基叔丁基醚、液化石油气、丙烯、工业异辛烷、 邻甲酚、煅后石油焦、特种聚丙烯。 最新一期业绩显示,2024年年报,公司实现营业收入38.23亿元,同比24.62%;净利润6312.56万元,同 比-37.55%,销售毛利率17.73%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)18岳阳兴长94.2394.232.7759.48亿行业平均 12.1812.351.251729.78亿行业中值43.5869.811.6959.48亿1中晟高科-13.21-14.425.7522.29亿2茂化实 华-9.58-14.402.9618.40亿3沈阳化工-8.33-6.122.0528.03亿4国际实业-5.94-5.941.2926.05亿5华锦股 份-5.45110.570.6377.73亿6*ST海越-4.99-5.760.4914.14亿7博汇股份-4.02-9.823.7619.93亿8ST新潮 6.706.130.74159.13亿9洲际油气7.147.68 ...