新型复合材料用环氧树脂

Search documents
惠柏新材9月30日获融资买入456.23万元,融资余额7325.97万元
Xin Lang Cai Jing· 2025-10-09 01:31
融券方面,惠柏新材9月30日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元; 融券余量0.00股,融券余额0.00元,超过近一年80%分位水平,处于高位。 9月30日,惠柏新材涨0.56%,成交额5877.88万元。两融数据显示,当日惠柏新材获融资买入额456.23 万元,融资偿还892.39万元,融资净买入-436.16万元。截至9月30日,惠柏新材融资融券余额合计 7325.97万元。 融资方面,惠柏新材当日融资买入456.23万元。当前融资余额7325.97万元,占流通市值的4.96%,融资 余额超过近一年70%分位水平,处于较高位。 分红方面,惠柏新材A股上市后累计派现2029.87万元。 资料显示,惠柏新材料科技(上海)股份有限公司位于上海市嘉定区江桥镇博园路558号第2幢,成立日期 2010年12月15日,上市日期2023年10月31日,公司主营业务涉及特种配方改性环氧树脂系列产品的研 发、生产和销售,主要包括风电叶片用环氧树脂、新型复合材料用环氧树脂、电子电气绝缘封装用环氧 树脂等多个应用系列产品。主营业务收入构成为:风电叶片用环氧树脂系列81.88%,新型复合材料 ...
惠柏新材(301555.SZ):暂未与宇树科技合作
Ge Long Hui· 2025-09-05 07:21
Group 1 - The company specializes in the research, production, and sales of specialty formulated modified epoxy resin series products [1] - Main product applications include epoxy resins for wind turbine blades, new composite materials, and electronic electrical insulation packaging [1] - The company has not established a partnership with Yushu Technology [1]
惠柏新材:主营业务为特种配方改性环氧树脂系列产品的研发、生产和销售
Zheng Quan Ri Bao· 2025-09-02 10:40
Core Insights - The company, Huibo New Materials, specializes in the research, production, and sales of specialty formula modified epoxy resin products [2] - The main product lines include epoxy resins for wind turbine blades, new composite materials, and electronic insulation packaging [2] Product Applications - The company's products are widely applicable in various fields such as wind energy, sports equipment (e.g., bicycle frames, golf clubs), fishing rods, rail transportation, automotive lightweighting, hydrogen storage bottles, carbon plates, sports shoe materials, robotic arms, drones, LED packaging, and electronic components [2]
惠柏新材上半年营收同比增长98.18% 卡位风电迭代与新材料机遇
Zheng Quan Ri Bao Zhi Sheng· 2025-08-27 07:12
Core Viewpoint - Huibo New Materials Technology (Shanghai) Co., Ltd. reported strong financial performance for the first half of 2025, with significant growth in both revenue and net profit, indicating robust operational resilience and growth momentum [1][2]. Financial Performance - The company achieved a revenue of 1.015 billion yuan, representing a year-on-year increase of 98.18% [1]. - The net profit attributable to shareholders was 33.2047 million yuan, with a non-recurring net profit of 30.9783 million yuan [1]. Business Segments - The growth in revenue is primarily driven by the increase in sales volume of core products, particularly epoxy resin for wind turbine blades, which generated sales of 831 million yuan, up over 124% year-on-year [1][2]. - Revenue from epoxy resin for new composite materials reached 140 million yuan, reflecting a growth of over 41% [1][2]. Market Position and Strategy - As a leader in epoxy resin for wind turbine blades, the company has strengthened strategic partnerships with downstream customers, enhancing its market share in high-performance resin systems for large offshore wind turbine blades [2]. - The company is actively developing lightweight, high-strength epoxy resin products suitable for ultra-long blades and floating wind power, with several models certified and entering small batch supply [2]. Capacity Expansion - The construction of the Zhuhai factory, with a total investment of approximately 400 million yuan and a designed annual production capacity of 82,000 tons of new electronic specialty materials, is set to be completed by September 2024 [2]. - This project aims to expand production capacity for wind power resins and focus on new product lines such as electronic-grade resins and high-end adhesives, enhancing the company's order-taking capability and market responsiveness [2]. Industry Outlook - Industry experts suggest that the company's product lines are closely tied to high-growth sectors, and the release of production capacity is well-aligned with industry demand, positioning the company for rapid growth over the next three years [2].
惠柏新材料科技(上海)股份有限公司2025年半年度报告摘要
Shang Hai Zheng Quan Bao· 2025-08-26 20:45
Group 1 - The company did not distribute cash dividends, issue bonus shares, or increase capital from reserves during the reporting period [2] - The company’s main business includes the research, production, and sales of specialty modified epoxy resin products, which are widely used in various industries such as wind power, sports equipment, and electronics [3][4] - The company achieved a main business revenue of 1,012.44 million yuan, representing a year-on-year increase of 98.42%, and a net profit attributable to shareholders of 33.20 million yuan, reflecting a year-on-year growth of 844.33% [4] Group 2 - Revenue from epoxy resin for wind turbine blades reached 831.22 million yuan, an increase of 124.81% year-on-year, while revenue from new composite material epoxy resin was 139.50 million yuan, growing by 41.89% year-on-year [4]
惠柏新材2025年上半年营收净利延续双增长,卡位风电迭代与新材机遇
Zheng Quan Shi Bao Wang· 2025-08-26 10:33
Core Viewpoint - The company, Huibei New Materials, has demonstrated strong revenue and net profit growth in the first half of 2025, driven by its leading position in the wind power epoxy resin market and the increasing demand for high-end materials in the offshore wind sector [1][2][4] Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 1.015 billion yuan, a year-on-year increase of 98.18% [1] - The net profit attributable to shareholders reached 33.2047 million yuan, a significant year-on-year growth of 844.33% [1] - The non-recurring net profit attributable to shareholders was 30.9782 million yuan, reflecting a year-on-year increase of 546.94% [1] Group 2: Market Position and Trends - The domestic wind power industry is evolving towards high-end, large-scale, and deep-sea developments, with a total installed capacity of 573 million kilowatts as of June 2025, marking a year-on-year growth of 22.7% [2] - The company has strengthened its strategic partnerships with downstream clients, enhancing its market share in high-performance resin systems for large offshore wind turbine blades [2] - The company is actively developing lightweight and high-strength epoxy resin products suitable for ultra-long blades and floating wind power, with several models already certified and in small batch supply [2] Group 3: Capacity Expansion and New Product Development - The company is expanding its capabilities in the new composite materials sector, with resin-based composites being applied across various industries including petrochemicals, electronics, and aerospace [3] - The Zhuhai factory project, with a total investment of approximately 400 million yuan, is set to produce 82,000 tons of new electronic materials annually, enhancing the company's capacity for wind power resins and new product lines [3] Group 4: Industry Policies and Future Outlook - The year 2025 is pivotal for the implementation of renewable energy initiatives, with strong government support for offshore wind power development, leading to a projected increase in installed capacity [4] - The demand for epoxy resins is expected to expand significantly, driven by emerging sectors such as electronic packaging and hydrogen energy [4] - The company is positioned to transition from a "wind power leader" to a "composite materials platform enterprise" over the next 2-3 years, capitalizing on its established advantages in various high-demand sectors [4]
惠柏新材(301555.SZ):上半年净利润3320.47万元 同比扭亏
Ge Long Hui A P P· 2025-08-26 10:17
格隆汇8月26日丨惠柏新材(301555.SZ)公布半年度报告,报告期内,公司实现主营业务收入101,243.68 万元,同比增长98.42%,实现归属上市公司股东净利润3,320.47万元,同比增长844.33%。报告期内, 公司业绩增长的主要原因为:风电叶片用环氧树脂实现营业收入83,122.19万元,同比增加124.81%、新 型复合材料用环氧树脂实现营业收入13,950.34万元,同比增长41.89%。 ...
惠柏新材(301555) - 投资者关系活动记录表
2025-06-17 10:52
Group 1: Company Overview - Huibei New Materials Technology (Shanghai) Co., Ltd. is listed under the stock code 301555 [1] - The company specializes in modified epoxy resins for various applications, including new composite materials and electronic packaging [2] Group 2: Market Trends and Applications - The new composite epoxy resin products are widely used in high-end sports equipment, fishing rods, rail transportation, automotive lightweighting, hydrogen storage tanks, carbon boards, sports shoe materials, and drones [2][3] - The wind power industry is experiencing positive growth, supported by national policies and technological advancements, particularly in offshore wind power [2][3] Group 3: Competitive Landscape - Major competitors in the wind power sector include Daosheng Tianhe, Dongshu New Materials, and Shangwei New Materials [3] Group 4: Financial Performance - The gross margin for the new composite epoxy resin products is approximately 33% for 2024, which is higher than that of the wind power products [3][4] Group 5: Corporate Governance and Future Plans - The company will not issue cash dividends for the fiscal year 2024 [4] - The controlling shareholder is currently under a three-year lock-up period following the company's listing on October 31, 2023, and will not reduce holdings during this time [4] - The company emphasizes long-term value management and aims to enhance product quality and operational efficiency while improving investor relations and transparency [4]
惠柏新材分析师会议-20250515
Dong Jian Yan Bao· 2025-05-15 13:55
Group 1: Research Basic Information - Research object: Huibo New Materials [17] - Industry: Not specified - Reception time: May 15, 2025 [17] - Company reception staff: Director and General Manager Kang Yaolun, Director, Deputy General Manager and Board Secretary Shen Fei, Independent Director Shen Jinxia, Financial Controller Xu Hui, and Sponsor Representative Zhang Yu [17] Group 2: Detailed Research Institutions - Institutions: Investors participating in the company's 2024 online performance briefing [20] Group 3: Main Content Company's Financial Performance - In Q1 2025, the company achieved an operating income of 493 million yuan, a year - on - year increase of 148.09%, and a net profit attributable to the parent of 8.8192 million yuan, a year - on - year increase of 283.16% [24][34] - In 2024, the company's operating income was 1.4200436 billion yuan, a year - on - year increase of 3.04%. Among them, the operating income of epoxy resin for wind turbine blades was 1.0958113 billion yuan, a year - on - year decrease of 2.39%; the operating income of epoxy resin for new composite materials was 234.3679 million yuan, a year - on - year increase of 32.84%; the operating income of epoxy resin for electronic and electrical insulation encapsulation was 86.4191 million yuan, a year - on - year increase of 13.96%. The sales volume of all three major product categories increased [30] Company's Market Position - The company has a certain brand reputation in the special formula modified epoxy resin industry, especially in the wind turbine blade field, and has long provided products for many large wind power manufacturers [28] Product Application - The company's new composite material epoxy resin products can be applied to various sports equipment, robot arms, drones, automotive lightweight materials and other fields. The company is actively developing new products, new customers and new markets, and expanding new application scenarios and fields for new composite material products [29] Project and Capacity - The company's Zhuhai project was capped in September 2024. After completion, it is expected to form an annual production capacity of 82,000 tons of new electronic special materials, and the annual output after the first - phase production is 60,200 tons. The project also layouts new products such as high - end LED packaging materials, electronic - grade resin products, and functional high - purity solid epoxy resin [31] Technology and Patents - As of the end of 2024, the company had 90 patent certificates, including 26 invention patents and 64 utility model patents [39][40] Industry Outlook - Driven by the "carbon neutrality" goal and the global trend of far - reaching sea wind power development, the long - term development trend of the wind power industry is positive, and there is still broad market space in the future [26][37] Company's Response to Industry Changes - The company is actively developing new products, new customers and new markets, expanding new application scenarios and fields for new composite material products, continuously improving the performance of epoxy resin products for electronic and electrical insulation encapsulation, researching and developing other product series formulas, and actively deploying and developing overseas markets [37] Market Value Management - The company attaches great importance to market value management. In the future, it will continue to focus on its main business, improve its operating level and profitability, do a good job in investor relations management, enhance the quality and transparency of information disclosure, and continuously improve enterprise value and shareholder returns [38]
惠柏新材(301555) - 2024年度业绩说明会投资者关系活动记录表
2025-05-15 09:06
Financial Performance - In Q1 2025, the company achieved a revenue of 493 million CNY, representing a year-on-year increase of 148.09% [9] - The net profit attributable to shareholders for Q1 2025 was 8.82 million CNY, showing a significant growth of 283.16% compared to the previous year [9] - For the full year 2024, the company reported a total revenue of 1.42 billion CNY, with a year-on-year growth of 3.04% [6] Product Performance - Revenue from wind turbine blade epoxy resin in 2024 was 1.10 billion CNY, a decrease of 2.39% year-on-year [6] - Revenue from new composite material epoxy resin reached 234 million CNY, increasing by 32.84% year-on-year [6] - Revenue from electronic insulation packaging epoxy resin was 86.42 million CNY, with a year-on-year increase of 13.96% [6] Market Position and Strategy - The company has established a strong brand presence in the specialty modified epoxy resin industry, particularly in the wind turbine blade sector [4] - The company is actively developing new products and exploring new markets to expand the application of composite materials [5] - The Zhuhai factory project is expected to achieve an annual production capacity of 82,000 tons of new electronic materials, with an initial output of 60,200 tons [8] Industry Outlook - The wind power industry is expected to continue its growth trajectory driven by carbon neutrality goals, with significant global installation capacity anticipated [3] - The company is focusing on the development of high-end LED packaging materials and functional high-purity solid epoxy resins to enhance its product portfolio [7] Challenges and Responses - The company acknowledges that stock price fluctuations are influenced by various factors, including macroeconomic conditions and industry policies [8] - The company is committed to improving operational management and enhancing investor relations to address market volatility [12] Innovation and Technology - As of the end of 2024, the company holds 90 patent certificates, including 26 invention patents and 64 utility model patents [12]