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冰箱新标显著提升VIP板需求,关注赛特新材、再升科技
Western Securities· 2025-07-22 12:04
行业点评 | 基础化工 冰箱新标显著提升 VIP 板需求,关注赛特新材、再升科技 证券研究报告 2025 年 07 月 22 日 (20250519-20250525) 2025-05-26 基础化工:磷矿石供需展望与弹性测算—磷化 工行业专题报告 2025-02-24 国内 VIP 板渗透率仍然较低,市场空间有望扩大。18 年我国 VIP 板在国内 冰箱冷柜领域渗透率仅 3%,加上出口 VIP 板总产值仅约 25 亿元。参考海 外渗透率情况,日本 VIP 板渗透率高达 70%,欧盟则在 19 年提标后 VIP 板 应用扩大,预计我国 VIP 板渗透率提升空间较大。24 年我国家用冰箱产量 为 10396 万台,参考历史增速,假设 25-28 年国内家用冰箱增速 +0.26%/+4.23% /+4.23%/+4.23%,若 28 年 VIP 板渗透率达 50%,按每台 冰箱平均使用 2.5 平方米真空绝热板(单价 100 元/m2 )进行推算,国内 VIP 板 潜在市场为 147.53 亿元,18-28 年 CAGR 达 19.42%。 建议关注我国 VIP 板龙头赛特新材、再升科技。1)赛特新材是我国 VI ...
4月24日早间重要公告一览
Xi Niu Cai Jing· 2025-04-24 05:05
Group 1 - Yilida plans to repurchase shares worth 30 to 50 million yuan for employee stock ownership plans, with a maximum price of 6.5 yuan per share [1] - Yinglian shares two major shareholders plan to reduce their holdings by up to 5% [1][2] - Zhongbing Hongjian reports a net loss of 327 million yuan for 2024, with a revenue decline of 25.29% [2][3] Group 2 - Zhongke Electric reports a net profit increase of 626.56% for 2024, with a revenue growth of 13.72% [3][4] - Yong'an Futures reports a net profit decline of 21.07% for 2024, with a revenue decrease of 8.76% [5][6] - Yongjie New Materials reports a net profit increase of 34.28% for 2024, with a revenue growth of 24.71% [7][8] Group 3 - Xibu Securities reports a net profit increase of 20.38% for 2024, despite a revenue decline of 2.64% [9][10] - Jinying Heavy Industry reports a net profit decline of 35.54% for 2024, with a slight revenue increase of 1.13% [10][11] - Haineng Industry reports a net profit decline of 40.45% for 2024, despite a revenue growth of 16.26% [12][13] Group 4 - Penghui Energy reports a net loss of 252 million yuan for 2024, with a revenue increase of 14.83% [14][15] - Weiming Pharmaceutical reports a net loss of 137 million yuan for 2024, with a revenue decline of 16.14% [16][17] - Huachang Technology reports a net profit increase of 184.26% for 2024, with a revenue growth of 6.74% [18][19] Group 5 - Ancar Detection reports a net loss of 213 million yuan for 2024, with a revenue decline of 3.05% [20][21] - Saiwei Intelligent reports a net loss of 507 million yuan for 2024, with a significant revenue decline of 68.03% [22][23] - Qinglong Pipe Industry reports a net profit increase of 976.43% for 2024, with a revenue growth of 36.71% [24][25] Group 6 - Huayin Electric reports a net loss of 113 million yuan for 2024, with a revenue decline of 16.00% [26][27] - Zhongqi New Materials reports a net profit decline of 61.59% for 2024, with a revenue decrease of 22.88% [28][29] - Guangzheng Eye Hospital reports a net loss of 175 million yuan for 2024, with a revenue decline of 16.94% [30][31] Group 7 - Zhenlan Instrument reports a net profit increase of 2.16% for 2024, with a revenue growth of 11.63% [32][33] - Zaiseng Technology reports a net profit increase of 137.99% for 2024, despite a revenue decline of 10.87% [34][35] - Haitai High-tech reports a net profit increase of 51.34% for 2024, with a revenue growth of 25.26% [36][37] Group 8 - Runze Technology reports a net profit increase of 1.62% for 2024, with a revenue growth of 0.32% [38][39]