| 童細菌 | 日本の 日本の店 | | --- | --- | | 刘力宇 | ה מיני ה פ | | 孟璐 | | | 郭雨蒙 | | | 孙仁昊 | ចំនួន ច | | 赖思旭 | סטורים | | 童明祺 | ספינים | | | | | 投资要点 | | --- | 事件： 公司发布 2025 年三季度报告。2025 年 Q1-Q3，公司实现营收 14.92亿元，同比+1.67%；归母 净利润为 0.92 亿元，同比-20.85%；扣非归母净利为 0.64 亿元，同比-31.73%。其中，2025Q3 营收为 5.05 亿元，同/环比分别+9.73%/+6.43%；归母净利润为 0.31 亿元，同/环比分别 +38.94%/+53.25% ； 扣 非 归 母 净 利 为 0.19 亿 元 ， 同 / 环 比 分 别+6.44%/+112.62%。 Q3 净利率同环比大幅提升。 25Q1-Q3 公司归母净利率为 6.16%，同比-1.75pct；毛利率为 23.78%，同比-1.28pct。其中， 25Q3 归母净利率为6.20%，同/环比分别+1.30pct/+1.89pct；毛利 ...

证券研究报告·公司点评报告·汽车零部件 精锻科技（300258） 2025 年三季度报告点评：25Q3 业绩同环比 提升显著，拟增资泰国工厂扩产 买入（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 2,103 | 2,025 | 2,100 | 2,416 | 2,910 | | 同比（%） | 16.32 | (3.72) | 3.70 | 15.04 | 20.46 | | 归母净利润（百万元） | 237.61 | 159.69 | 189.30 | 236.66 | 298.37 | | 同比（%） | (3.94) | (32.79) | 18.54 | 25.02 | 26.08 | | EPS-最新摊薄（元/股） | 0.41 | 0.27 | 0.32 | 0.40 | 0.51 | | P/E（现价&最新摊薄） | 34.27 | 51.00 | 43.02 | 34.41 | 27.29 | [T ...

Core Viewpoint - The company plans to invest 250 million RMB in its subsidiary in Thailand to expand production capacity for new energy vehicles and engineering machinery components, responding to the supply needs of European and American clients [2] Investment Details - The investment will be made through a differentiated investment approach, with 1% directly from the company and 99% through its wholly-owned subsidiary in Singapore [2] - The funds will primarily be used for working capital required for the new production capacity and to optimize resource allocation for the industrialization project of electric drive components for new energy vehicles [2] Company Background - The Thai subsidiary was established on July 11, 2023, with a registered capital of 1.5 billion THB, located in Nakhon Pathom, Thailand [2] - Its business scope includes the design, manufacturing, and sales of precision forgings, finished gears, and axle components, as well as import and export of various goods and technologies [2] Shareholding Structure - The current shareholding structure is 99% owned by the Singapore subsidiary and 1% by the company, and the new investment will not change this structure [2] Strategic Alignment - The investment aligns with the company's overall strategic planning and operational development needs, enhancing its ability to meet the supply demands of European and American clients for new energy vehicles and engineering machinery components [2]

格隆汇10月22日丨精锻科技(300258.SZ)公布，结合全球市场竞争格局以及供应链重构趋势，依据欧美 客户对公司提出的增加新能源汽车和工程机械齿轴项目供应配套产能需求，江苏太平洋精锻科技股份有 限公司拟对新能源汽车电驱传动部件产业化项目资源进行优化配置。根据客户市场需求预测，精锻科技 拟进一步扩大太平洋精锻科技（泰国）有限公司（简称"泰国公司"）产能规模。综合考虑相关因素以及 新增产能投产所需流动资金，精锻科技拟对泰国公司增加投资2.5亿元人民币，其中1%由精锻科技直接 投资，99%经全资子公司PPFINDUSTRIALPTE.LTD.（以下简称"新加坡公司"）向泰国公司投资。 ...

Core Viewpoint - The company plans to expand the production capacity of its Thai subsidiary, focusing on the demand for new energy vehicles and engineering machinery gear shafts, with an investment of 250 million RMB [1] Group 1: Investment Details - The company will invest a total of 250 million RMB in its Thai subsidiary, with 1% of the investment coming directly from the company and 99% from its wholly-owned subsidiary in Singapore [1] - The investment aims to meet the market demand forecasted by customers [1] Group 2: Production Focus - The expansion will specifically target the production of gear shafts for new energy vehicles and engineering machinery [1]

Core Viewpoint - Jinguan Technology (300258.SZ) is optimizing resource allocation for its electric drive transmission components project in response to increased demand from European and American clients for supply capacity in the new energy vehicle and construction machinery gear shaft projects [1] Group 1: Investment and Capacity Expansion - The company plans to expand the production capacity of its subsidiary, Pacific Jinguan Technology (Thailand) Co., Ltd. (referred to as "Thai Company"), based on market demand forecasts [1] - Jinguan Technology intends to invest an additional 250 million RMB in the Thai Company, with 1% of the investment coming directly from Jinguan Technology and 99% from its wholly-owned subsidiary, PPF INDUSTRIAL PTE.LTD. (referred to as "Singapore Company") [1]

Core Viewpoint - Jingzhuan Technology (300258.SZ) announced plans to optimize resource allocation for its electric drive components project in response to increased demand from European and American customers for supply capacity in the new energy vehicle and construction machinery gear shaft projects [1] Group 1: Investment and Capacity Expansion - The company intends to expand the production capacity of its subsidiary, Pacific Jingzhuan Technology (Thailand) Co., Ltd., based on market demand forecasts [1] - A total investment of 250 million RMB will be made in the Thai subsidiary, with 1% directly from Jingzhuan Technology and 99% from its wholly-owned subsidiary, PPF INDUSTRIAL PTE.LTD. [1]

转自：智通财经 【精锻科技：拟对泰国公司增加投资2.5亿元以扩大新能源汽车及工程机械齿轴产能】智通财经10月22 日电，精锻科技(300258.SZ)公告称，为满足欧美客户对新能源汽车和工程机械齿轴项目供应配套产能 需求，公司拟对泰国公司增加投资2.5亿元，其中1%由公司直接投资，99%经全资子公司新加坡公司向 泰国公司投资。此次增资旨在优化配置新能源汽车电驱传动部件产业化项目资源，符合公司整体战略规 划及经营发展需要，风险整体可控，不会影响泰国公司的股权结构，不会对公司的生产经营和财务状况 产生重大影响。 ...