8月20日，乐惠国际今日收盘28.56元，上涨1.60%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到129.55倍，总市值34.47亿元。 最新一期业绩显示，2025年一季报，公司实现营业收入2.06亿元，同比-5.87%；净利润893.83万元，同 比160.61%，销售毛利率20.66%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13乐惠国际129.55163.382.6234.47亿行业平均 81.0186.996.5977.12亿行业中值60.7559.073.7348.10亿1天地科技7.719.901.00259.49亿2广日股份 11.8211.731.0995.22亿3润邦股份12.7913.001.4163.03亿4弘亚数控15.0014.732.6976.19亿5华荣股份 15.6116.663.4477.02亿6康力电梯16.2516.951.6860.55亿7锡装股份16.4316.891.7743.11亿8杰瑞股份 16.8917.882.15469.64亿9一拖股份17.9316.571.96152.82亿10浩洋股份18.2415.381.8746 ...

乐惠国际股价报27.72元，较前一交易日下跌0.31元，跌幅1.11%。盘中最高触及28.30元，最低下探至 27.58元，成交额0.74亿元。 乐惠国际主营业务为啤酒酿造设备及无菌灌装设备的研发、生产和销售，属于专用设备制造业。公司产 品广泛应用于啤酒、饮料等行业，客户覆盖国内外知名企业。 公司将于8月1日召开2025年第三次临时股东大会，审议包括取消监事会、修订公司章程、调整募投项目 等多项议案。 7月31日主力资金净流出1113.90万元，占流通市值的0.33%。 风险提示：市场有风险，投资需谨慎。 ...

Company Overview - Lehui International closed at 30.82 yuan, down 1.25%, with a rolling PE ratio of 139.81 times and a total market value of 3.72 billion yuan [1] - The company operates in the specialized equipment industry, which has an average PE ratio of 63.41 times and a median of 50.07 times, placing Lehui International at the 229th position in the industry ranking [1] Shareholder Information - As of March 31, 2025, Lehui International had 8,564 shareholders, a decrease of 629 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1] Business Operations - Lehui International focuses on the research, production, and manufacturing of liquid food equipment, with key products including brewing equipment for alcoholic beverages, sterile filling equipment, and other bioprocess equipment [1] - The company has been recognized as a national champion in manufacturing, with its beer brewing equipment and filtration equipment awarded national-level champion product status [1] Financial Performance - In the latest quarterly report for Q1 2025, the company reported revenue of 206 million yuan, a year-on-year decrease of 5.87%, while net profit reached 8.94 million yuan, reflecting a year-on-year increase of 160.61%, with a gross profit margin of 20.66% [1]

Group 1 - The core viewpoint of the news is that the private equity firm Xiangju Capital has conducted research on the listed company Lehui International, revealing insights into its financial performance and strategic direction for 2024 and beyond [1] Group 2 - Lehui International's projected revenue for 2024 is 1.49 billion yuan, representing a year-on-year decline of 9.77%, while the net profit attributable to shareholders is expected to be 21.1 million yuan, an increase of 7.16% [1] - The operating cash flow for Lehui International is reported at 334 million yuan, showing a significant increase of 5,321.62% [1] - The equipment segment remains stable with a profit of 96.38 million yuan, showing consistent annual growth [1] - The fresh beer segment is projected to incur a loss of 75.28 million yuan in 2024, despite a sales growth of 33.36%, which aligns with expectations [1] - In the first quarter of 2025, Lehui International's revenue reached 206 million yuan, with a net profit of 8.94 million yuan, marking a substantial increase of 160.61% compared to the same period in 2023 [1] - The fresh beer segment achieved an EBITDA profit of 2.02 million yuan [1] - The company is focusing on developing markets with breweries, launching self-developed fresh beer machines, and expanding its small tavern business through comprehensive franchising [1] - Lehui International is establishing a "fresh beer 30-kilometer" barrier, continuously investing in brand content, and promoting at store terminals [1] - The equipment segment has a clear development direction, aiming to expand into overseas markets and diversify horizontally, with beer equipment revenue now accounting for approximately 60% [1] - The company achieved an EBITDA profit of 2 million yuan in the first quarter through cost reduction and efficiency improvement, with future focus on effective expansion and maintaining profitability [1] - The first phase of the Wuhan factory has been put into production, and construction has started for factories in Kunming and Changchun, with capital expenditures aligned with sales and profit conditions [1] - Lehui International is advancing its whiskey and brandy business, having completed a domestic whiskey line project [1] - The company aims to secure better contract terms and has dedicated personnel to monitor receivables, enhancing cash flow management efficiency [1] - The Nanjing company is one of the few domestic suppliers of log6 level sterile filling equipment, primarily serving beverage and liquor filling enterprises [1]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Lehui International, which is currently facing a decline in stock price and has a high PE ratio compared to its industry peers [1][2] - As of May 21, Lehui International's stock closed at 24.37 yuan, down 3.87%, with a rolling PE ratio of 110.55 times, and a total market capitalization of 2.941 billion yuan [1] - The average PE ratio for the specialized equipment industry is 61.94 times, with a median of 48.30 times, placing Lehui International at the 223rd position in the industry ranking [1][2] Group 2 - As of March 31, 2025, Lehui International had 8,564 shareholders, a decrease of 629 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1] - The main business of Ningbo Lehui International Engineering Equipment Co., Ltd. includes the research, production, and manufacturing of liquid food equipment, with key products being brewing equipment, sterile filling equipment, and other bioprocess equipment [1] - The company has been recognized as a national champion in manufacturing, with its beer brewing equipment and filtration equipment awarded national champion product status [1] Group 3 - In the latest quarterly report for Q1 2025, Lehui International reported an operating income of 206 million yuan, a year-on-year decrease of 5.87%, while net profit reached 8.9383 million yuan, reflecting a year-on-year increase of 160.61%, with a sales gross margin of 20.66% [1]

Group 1 - The core viewpoint of the articles indicates that Lehui International's stock is currently trading at 23.65 yuan, with a PE ratio of 107.28, significantly higher than the industry average of 61.40 [1][2] - The total market capitalization of Lehui International is 2.855 billion yuan, ranking 222nd in the specialized equipment industry based on PE ratio [1][2] - As of the first quarter of 2025, four institutions hold a total of 36.4271 million shares of Lehui International, with a market value of 790 million yuan [1] Group 2 - Lehui International specializes in the research, production, and manufacturing of liquid food equipment, including brewing equipment and sterile filling equipment [1] - The company has been recognized as a national champion in manufacturing, with its beer brewing equipment and filtration equipment awarded national-level champion products [1] - In the latest financial report for the first quarter of 2025, Lehui International reported a revenue of 206 million yuan, a year-on-year decrease of 5.87%, while net profit increased by 160.61% to 8.9383 million yuan, with a gross margin of 20.66% [1]

宁波乐惠国际工程装备股份有限公司的主营业务是液体食品装备的研发、生产和制造。公司的主要产品 是酒类酿造设备、无菌灌装设备、其他生物过程设备。公司在工信部、中国工业经济联合会公布的第五 批国家级制造业单项冠军示范企业和产品名单中，公司的啤酒酿造装备、过滤设备两次荣获国家级单项 冠军产品。 最新一期业绩显示，2025年一季报，公司实现营业收入2.06亿元，同比-5.87%；净利润893.83万元，同 比160.61%，销售毛利率20.66%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)222乐惠国际108.14136.382.1828.78亿行业平均 61.0671.284.2161.34亿行业中值48.8048.143.0639.68亿1中船应急-1792.25930.713.1080.43亿2利和 兴-829.08630.235.3244.62亿3卓兆点胶-635.14-119.854.2924.87亿4开勒股份-601.07-364.145.0138.35亿5博 杰股份-566.44229.772.5151.13亿6至纯科技-487.70433.432.13102.28亿7爱司凯-375.44- ...

Group 1 - The core viewpoint of the article highlights the performance and valuation of Lehui International, noting its recent stock price increase and current market metrics [1] - As of May 6, Lehui International's closing price was 24.3 yuan, reflecting a 4.52% increase, with a rolling PE ratio of 110.23, marking a new low in 87 days and a total market capitalization of 2.933 billion yuan [1] - In comparison to the industry, Lehui International's PE ratio is significantly higher than the average of 59.87 and the median of 47.75, ranking it 224th in the specialized equipment sector [1][2] Group 2 - The company specializes in the research, production, and manufacturing of liquid food equipment, with key products including brewing equipment, sterile filling equipment, and other bioprocess equipment [1] - Lehui International has been recognized as a national champion in manufacturing, with its beer brewing equipment and filtration equipment awarded national-level champion product status [1] - For the first quarter of 2025, the company reported a revenue of 206 million yuan, a year-on-year decrease of 5.87%, while net profit reached 8.9383 million yuan, showing a significant year-on-year increase of 160.61%, with a sales gross margin of 20.66% [1]

Group 1: Financial Performance - The company achieved a revenue of approximately 1.52 billion yuan in 2024, representing an 18.38% increase compared to the previous year [10] - The net profit attributable to shareholders reached 69.79 million yuan, a growth of 49.69% year-on-year [10] - The net profit after deducting non-recurring gains and losses was 70.78 million yuan, reflecting a significant increase of 165.37% [10] Group 2: Market and Industry Insights - The liquid packaging machinery and automation equipment industry is expected to grow, with a projected total output value of 500 billion yuan by 2025, averaging an 8% growth rate [9] - The company's overseas revenue accounted for 43.3% of total revenue, with a year-on-year growth of 49.62% [10] - The company is focusing on emerging markets such as Southeast Asia and Africa, despite facing challenges related to economic and policy uncertainties [7] Group 3: Innovation and R&D - The company invested 67.23 million yuan in R&D in 2024, marking an 18.87% increase [10] - Key innovations include breakthroughs in blow molding technology, sterilization processes, and automation control technologies [8] - The company aims to enhance product competitiveness through modular design and standardization, while also strengthening patent protection [2] Group 4: Supply Chain and Risk Management - The company is implementing measures to mitigate supply chain risks, including establishing a diversified supplier system and optimizing inventory management [5] - Strategies to address international trade risks include monitoring global political and economic conditions and adjusting market strategies accordingly [5] Group 5: Future Development Strategy - The company aims to become a global leader in liquid product packaging equipment, focusing on high-quality comprehensive solutions for various industries [4] - Future plans include enhancing production line intelligence and optimizing warehouse layouts to improve efficiency [6] - The company will continue to strengthen its market team and marketing capabilities to adapt to consumer trends and industry dynamics [4]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Lehui International, which has a high PE ratio compared to its industry peers [1][2] - As of April 28, Lehui International's closing price was 22.4 yuan, with a PE ratio of 101.61 times, significantly higher than the industry average of 60.85 times and the median of 45.87 times [1][2] - The company's total market capitalization is 2.704 billion yuan, ranking it 220th in the industry [1][2] Group 2 - Lehui International specializes in the research, production, and manufacturing of liquid food equipment, with key products including brewing equipment and sterile filling equipment [1] - The company has been recognized as a national champion in manufacturing, with its beer brewing equipment and filtration equipment awarded national-level champion products [1] - In the first quarter of 2025, Lehui International reported a revenue of 206 million yuan, a year-on-year decrease of 5.87%, while net profit reached 8.9383 million yuan, showing a significant increase of 160.61% [1]