Workflow
新材料
icon
Search documents
东莞市搏世科技有限公司成立 注册资本50万人民币
Sou Hu Cai Jing· 2025-10-11 09:44
天眼查App显示,近日,东莞市搏世科技有限公司成立,法定代表人为连永力,注册资本50万人民币, 经营范围为一般项目:新材料技术研发;机械设备研发;金属材料制造;金属制品销售;专用设备制造 (不含许可类专业设备制造);通用设备制造(不含特种设备制造);机械设备销售;金属加工机械制 造;通用零部件制造;五金产品制造;五金产品零售;模具制造;模具销售;橡胶制品制造;橡胶制品 销售;电子产品销售;货物进出口;技术进出口。(除依法须经批准的项目外,凭营业执照依法自主开 展经营活动)。 ...
研报掘金丨华鑫证券:首予特变电工“买入”评级,输变电订单高增,中标沙特大单
Ge Long Hui A P P· 2025-10-11 01:52
格隆汇10月11日|华鑫证券研报指出,特变电工主营业务包括输变电业务、新能源业务、能源业务及新 材料业务。25H1归母净利润31.8亿元,同比+5.0%,25Q2单季归母净利润15.8亿元,同比+52.5%,环 比-1.0%。输变电订单高增,中标沙特大单,中标总金额约164亿元,执行时间7年,最低执行量为 70%,为公司未来海外收入提供坚实支撑。硅料盈利承压,煤炭和新材料保持稳定。此外,公司黄金项 目2021年起开始产出,产品为成品金和精金粉,年产量(金金属量)约2.5~3吨,形成业绩贡献。公司 输变电业务订单高增并中标沙特大单,整体业绩保持稳健,首次覆盖,给予"买入"投资评级。 ...
泰安|泰安四大产业集群入选省级“雁阵”名单
Da Zhong Ri Bao· 2025-10-10 00:57
近日,省发展改革委公布新一轮"十强产业"雁阵形产业集群储备库及第二批支柱型雁阵集群名单, 泰安市共有4个产业集群入选,数量均居全省第4位。其中,泰安市新型电力装备产业、宁阳县高端化工 产业入选雁阵形产业集群储备库;中华文化枢纽文旅产业、沿黄中医药产业入选第二批支柱型雁阵集 群。 中华文化枢纽文旅产业集群由泰安市与济宁市联合申报,以泰山文旅集团、孔子文旅集团为龙头, 依托"泰山+畅游天下"和"一码游济宁"两大智慧平台,串联183家A级景区、2500余个旅游产品,推 动"圣中泰山"与"岳中孔子"强强联合,共同打造国家级文旅集群示范样板。 沿黄中医药产业集群由泰安市和济南市、菏泽市、聊城市联合申报,构建"济南引领、三地支撑、 全域发展"的区域布局,打造具有较强竞争力和齐鲁辨识度的沿黄现代中医药产业集聚区和全球知名中 医药文旅康养目的地。 近年来,泰安市发展改革委将产业集群培育作为提升"十强"产业能级、重塑产业生态的关键抓手, 通过编制实施产业行动计划,持续推进建链延链补链强链,形成一批主业突出、特色鲜明、配套完善的 产业集群。 下一步,市发展改革委将进一步完善集群协调推进机制,强化政策扶持与跟踪服务,推动资金、土 ...
中原证券晨会聚焦-20251009
Zhongyuan Securities· 2025-10-09 00:47
分析师:张刚 登记编码:S0730511010001 zhanggang@ccnew.com 021-50586990 晨会聚焦 证券研究报告-晨会聚焦 发布日期:2025 年 10 月 09 日 资料来源:聚源,中原证券研究所 -19% -13% -8% -3% 2% 7% 12% 18% 2024.10 2025.02 2025.06 2025.09 上证指数 深证成指 | 周度策略:一周要闻与投资参考(2025.0929-1005) | | --- | | 周度策略:一周要闻与投资参考(2025.0922-0928) | | 市场分析:航天汽车行业领涨 A 股震荡整固 | | 市场分析:电源计算机领涨 A 股小幅整理 | | 宏观专题:我国科创债市场发展及民营企业参与度分析 | | 【行业公司】 | 行业深度分析:上半年业绩小幅增长,二季度环比进一步改善 行业月报:八月国内新增光伏装机需求显著萎缩,多晶硅能耗标准拟大幅 提升 行业月报:周期为盾,成长为矛,关注工程机械、船舶、机器人、AIDC 等高景气板块 行业月报:稳增长工作方案出台,助力行业高质量发展 | 国内市场表现 | | | | --- | - ...
航天智造:在主业发展方面,公司将继续加强技术创新
Zheng Quan Ri Bao Wang· 2025-09-30 09:11
证券日报网讯航天智造(300446)9月30日在互动平台回答投资者提问时表示,在主业发展方面,公司 将继续加强技术创新,提高产品附加值,实施降本增效,提升公司经营质量。汽车内外饰件领域聚焦新 能源汽车智能化、网联化趋势,实现汽车内外饰、智慧座舱等方面的创新和迭代;油气装备领域聚焦国 家能源安全战略,加快军品业务开发,不断巩固行业领先地位,促进融合发展;新材料领域聚焦国产化 替代和转型升级,打造细分领域的隐形冠军。 ...
火炬电子股价涨5.09%,融通基金旗下1只基金重仓,持有41.88万股浮盈赚取79.57万元
Xin Lang Cai Jing· 2025-09-30 03:12
Group 1 - The core viewpoint of the news is that Torch Electronics has seen a significant increase in its stock price, rising by 5.09% to reach 39.25 CNY per share, with a trading volume of 370 million CNY and a market capitalization of 18.666 billion CNY [1] - Torch Electronics, established on December 20, 2007, and listed on January 26, 2015, is primarily engaged in the research, production, sales, testing, and service of electronic components and new materials [1] - The company's main revenue sources include international trade (53.08%), self-produced passive components (34.32%), self-produced ceramic materials (7.29%), self-produced active components (4.73%), and other sources (0.57%) [1] Group 2 - From the perspective of fund holdings, one fund under Rongtong has a significant position in Torch Electronics, with the Rongtong Tongqian Research Selected Flexible Allocation Mixed A fund reducing its holdings by 216,800 shares, now holding 418,800 shares, which constitutes 5.26% of the fund's net value [2] - The Rongtong Tongqian Research Selected Flexible Allocation Mixed A fund has a total scale of 303 million CNY and has achieved a year-to-date return of 24.82%, ranking 3981 out of 8167 in its category [2] - The fund manager, Shi Zhu, has been in position for 3 years and 90 days, with the best return during his tenure being 14.99% and the worst being -35.25% [3]
金发科技股价涨5.76%,中信建投基金旗下1只基金重仓,持有22.95万股浮盈赚取25.93万元
Xin Lang Cai Jing· 2025-09-29 05:33
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 ...
鸿富瀚拟投建光伏储能电站项目 总投资14.10亿元
9月26日晚间,鸿富瀚(301086)发布拟对外投资设立境外公司及建设光伏储能电站项目的公告。 项目定位方面,鸿富瀚表示,该投资项目主要为满足刚果(金)卡莫阿一卡库拉铜矿区域的电力供应需 求,推动该矿业能源电力系统建设,搭配储能解决其电力短缺的困境,结合公司海外业务拓展的长期战 略规划,投资设立合资公司,并主导建设KAMOA光伏储能电站项目,是公司海外能源业务的重要切入 点。 "本项目既是顺应全球能源转型与矿业绿色发展趋势的战略选择,也是依托自身资源与能力解决实际需 求的关键举措。从行业布局来看,'光储一体化'模式已成为高耗能产业能源配套的优选方案,本项目通 过布局刚果(金)优质太阳能资源,既能抢占非洲新兴清洁能源市场,又能为矿业企业提供定制化能源解 决方案,形成差异化竞争优势。"公司表示。 对于上市公司本身而言,鸿富瀚认为,本次对外投资事项是公司海外发展战略的重要组成部分,有利于 进一步拓展国际市场,提高公司的海外业务拓展能力及服务水平,更好地满足海外客户的多方面需求。 鸿富瀚主要从事精密功能性组件、自动化设备、散热解决方案及新材料的研发、设计、生产和销售,产 品广泛应用于智能手机、平板电脑、笔记本电脑、智 ...
精彩抢先看 | 价值与投资——前沿产业的价值跨越
Di Yi Cai Jing Zi Xun· 2025-09-25 07:32
Group 1 - The initiative "Value and Investment" is launched by Shanghai Stock Exchange and Yicai Media to enhance the service for China's capital market reform and promote rational, value, and long-term investment concepts [2] - The focus is on high-barrier, original, and leading-edge industries driven by hard technology, which are seen as strategic points for a new round of technological revolution and industrial leap [2] - The program features discussions on how frontier industries can accelerate commercialization and value enhancement, with insights from industry leaders and index analysis [2] Group 2 - The live event will be available on Yicai's official website and app on September 26, 2025, at 15:00 [3]
火炬电子跌2.01%,成交额2.73亿元,主力资金净流出3028.68万元
Xin Lang Cai Jing· 2025-09-25 06:26
Core Viewpoint - Torch Electronics has experienced a decline in stock price recently, with a notable drop in trading volume and net outflow of funds, despite a year-to-date increase in stock price [1][2]. Company Overview - Torch Electronics, established on December 20, 2007, and listed on January 26, 2015, is located in Quanzhou, Fujian Province. The company specializes in the research, production, sales, testing, and service of electronic components and new materials [2]. - The company's revenue composition includes 53.08% from international trade, 34.32% from self-produced passive components, 7.29% from self-produced ceramic materials, 4.73% from self-produced active components, and 0.57% from other sources [2]. Financial Performance - For the first half of 2025, Torch Electronics reported a revenue of 1.772 billion yuan, representing a year-on-year growth of 24.20%. The net profit attributable to shareholders was 261 million yuan, reflecting a significant increase of 59.04% [3]. - The company has distributed a total of 1.037 billion yuan in dividends since its A-share listing, with 365 million yuan distributed over the past three years [4]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 6.67% to 29,600, while the average circulating shares per person decreased by 3.49% to 16,077 shares [3]. - Notable institutional shareholders include Guangfa Small and Medium Cap Selected Mixed Fund, which increased its holdings by 39,550 shares, and other funds that have also increased their positions [4].