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【私募调研记录】昊泽致远调研楚江新材
Zheng Quan Zhi Xing· 2025-07-15 00:11
Group 1 - The core viewpoint of the news highlights the recent research conducted by the well-known private equity firm Haoze Zhiyuan on a listed company, Chuangjiang New Materials, which is expected to achieve a net profit attributable to shareholders of 240 million to 290 million yuan in the first half of 2025, representing a year-on-year growth of 42.35% to 72% [1] - Chuangjiang New Materials has significantly increased its production capacity compared to previous years, particularly in high-performance carbon fiber fabric products, which are used in multiple aerospace support tasks [1] - The company Dingli Technology is developing tantalum carbide and silicon carbide coating technologies that support material preparation for nuclear fusion devices, while its intelligent environmental thermal equipment is widely applied in the recycling of used lithium batteries [1] Group 2 - Dingli Technology has entered the second round of inquiries from the exchange, and its upcoming listing is expected to enhance brand influence and capital strength [1] - Xinhai High Conductivity Products have received full lifecycle carbon footprint certification, which helps mitigate the costs associated with the EU carbon tariff and expands its market presence in Europe [1] Group 3 - Haoze Zhiyuan (Beijing) Investment Management Co., Ltd. was established in December 2015 and has been registered as a private fund manager since March 2018, managing a total scale of approximately 2 billion yuan [2] - The company has issued over 20 products in the past three years and has a team of nearly 30 members, with a focus on asset allocation and absolute return investment strategies [2] - The main partners of Haoze Zhiyuan have over four years of experience in managing external funds for financial institutions, with a cumulative management scale exceeding 6 billion yuan [2]
【私募调研记录】诚朴(深圳)资产调研楚江新材
Zheng Quan Zhi Xing· 2025-07-15 00:11
Group 1 - The core viewpoint of the news is that Chengpu Asset Management has conducted research on a listed company, Chuangjiang New Material, which is expected to achieve significant profit growth in the coming years [1] - Chuangjiang New Material anticipates a net profit attributable to shareholders of 240 million to 290 million yuan in the first half of 2025, representing a year-on-year growth of 42.35% to 72% [1] - Tian Niao High-tech is producing high-performance carbon fiber fabrics and has significantly increased its production capacity compared to previous years [1] Group 2 - Dingli Technology is developing tantalum carbide and silicon carbide coating technologies that support material preparation for nuclear fusion devices [1] - Dingli Technology is currently in the second round of inquiries from the exchange, and its listing is expected to enhance brand influence and capital strength [1] - Xinhai High-conductivity products have received full lifecycle carbon footprint certification, which helps mitigate EU carbon tariff costs and expand into the European market [1]
楚江新材(002171) - 2025年7月11日投资者关系活动记录表
2025-07-14 07:26
证券代码:002171 证券简称:楚江新材 债券代码:128109 债券简称:楚江转债 安徽楚江科技新材料股份有限公司投资者关系活动记录表 编号:2025-012 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 ☑其他 (电话会) | | 参与单位名称及 | 本次电话会由中信证券组织,具体参会人员名单详见附件 | | 人员姓名 | | | 时间 | 2025 年 7 月 11 日 | | 地点 | 安徽楚江科技新材料股份有限公司 | | 上市公司接待人 | 楚江新材董事会秘书:姜鸿文 | | 员姓名 | 楚江新材证券事务代表:李旭 | | 投资者关系活动 | 2025 年上半年,公司预计实现归属于上市公司股东的净 | | | 利润 2.4 亿元至 2.9 亿元,同比增长 42.35%-72%;扣除非经 | | | 常性损益净利润2亿元至2.5亿元,同比增长75.43%-119.29%。 | | | 1、天鸟高新生产的产品有哪些? | | | 回复:子公司天鸟高新作为国内碳 ...