有机硅胶

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回天新材: 2022年湖北回天新材料股份有限公司向不特定对象发行可转换公司债券2025年跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-20 09:44
Core Viewpoint - The company, Hubei Huitian New Materials Co., Ltd., is a leading player in the domestic engineering adhesive industry, with strong R&D capabilities and a promising outlook for downstream industries, which supports future business growth [2][5]. Financial Performance - The company's total assets as of March 2025 are 65.86 billion, with equity attributable to shareholders at 28.94 billion [2]. - The company's total debt has increased, leading to weaker debt repayment indicators, indicating rising repayment pressure [6]. - Revenue for 2024 is reported at 39.89 billion, a slight increase from 39.02 billion in 2023, while net profit decreased from 2.98 billion in 2023 to 1.04 billion in 2024 [4][16]. Market Position and Growth - The company has maintained a high production and sales rate, with significant growth in the sales volume of its main products, particularly in the electronic and automotive sectors, which saw increases of 45.56% and 41.23% respectively [2][5]. - The company is focusing on expanding its market share in the renewable energy sector, particularly in photovoltaic silicone and solar cell back membranes, despite facing a 58.34% decline in sales in this segment due to increased competition and market saturation [18][19]. Risks and Challenges - The company faces risks related to changes in control, as the actual controller's shareholding is relatively low, which could impact governance [5][6]. - The profitability is sensitive to fluctuations in the downstream industry, with pressures from declining raw material prices and increased competition affecting profit margins [5][11]. - The company has a high proportion of receivables, which could strain working capital and increase the risk of bad debts, particularly in the photovoltaic sector where payment cycles are longer [6][18]. Industry Outlook - The adhesive industry in China is expected to grow, driven by demand from emerging sectors such as new energy vehicles and lithium batteries, although sales growth has not met expectations due to various challenges [11][12]. - The industry is projected to have an average annual growth rate of 4.2% in production and 4.3% in sales during the 14th Five-Year Plan period [12]. - The company is well-positioned to benefit from the ongoing transition to clean energy and the increasing demand for high-performance adhesives in various applications [14][15].
创达新材拟北交所上市:61岁董事长陆南平控股27%,化工研究设计院出身
Sou Hu Cai Jing· 2025-06-11 13:01
瑞财经 刘治颖 近日,无锡创达新材料股份有限公司(以下简称:创达新材)完成上市辅导,拟北交所上市,申万宏源证券承销保荐为辅导机构。 2024年1月18日,申万宏源证券承销保荐与创达新材签署了辅导协议,并按照相关规定及双方约定开展辅导工作。自2024年1月至2025年6月,申万宏源证券 承销保荐共开展了五期辅导工作。 创达新材成立于2003年,主营业务是高性能热固性复合材料的研发、生产和销售。公司的主要产品包括环氧模塑料、液态环氧封装料、有机硅胶、酚醛模塑 料和导电银胶等电子封装材料。 陆南平,男,1967年10月出生。高中学历,1988年9月至1993年6月任无锡化工研究院宜兴联合化工厂技术员;1993年6月至1995年6月任无锡惠利精细化工有 限公司生产技术部长;1995年7月至2015年4月任绵阳惠力执行董事兼总经理;1998年12月起任惠利电子总经理;2001年7月起任惠利工程总经理;2004年5月 至2011年12月任惠利工程及惠利电子董事长兼总经理(2008年8月至2010年12月在西南财经大学会计学院参加总裁班学习);2011年12月至今任惠利工程及惠 利电子执行董事兼总经理;2015年4月至20 ...
宜安科技(300328) - 300328宜安科技投资者关系管理信息20250429
2025-04-29 09:48
证券代码:300328 证券简称:宜安科技 东莞宜安科技股份有限公司 投资者关系活动记录表 编号:202504-01 投资者关系活动类别 特定对象调研 ☐分析师会议 ☐媒体采访 ☐业绩说明会 ☐新闻发布会 ☐路演活动 ☐现场参观 ☐其他(请文字说明其他活动内容) 参与单位名称及人员 姓名 创华投资、国诚投资、华福证券、昱阳私募、鼎萨资产、深圳弘 洺基金、深圳博普资产、袁立波、刘欢 时间 2025年4月28日 地点 公司会议室 上市公司接待人员姓名 董事会办公室主任 甘桂林 一、参观公司展厅 二、互动交流 1.请简单介绍一下公司2024年经营情况及公司主要业务板块 的营收情况? 答:公司2024年营业收入16.5亿,其中镁制品7.07亿、铝制 品5.76亿、液态金属1.23亿、有机硅胶1.01亿、模具0.65亿。归 属于上市公司股东净利润100.55万元。 2.公司2024年营收和利润较同期比较下降的原因? 答:主要有三方面原因影响:一是新能源汽车整车厂商降 价,直接导致公司利润受到一定的影响;二是2024年为排除安全 生产隐患增加安全生产投入,直接影响利润;三是为了盘活资 答:液态金属准入还是有一定的门槛,包 ...
湖北回天新材料股份有限公司2024年年度报告摘要
Shang Hai Zheng Quan Bao· 2025-04-27 19:25
Core Viewpoint - The company, Hubei Huitian New Materials Co., Ltd., is engaged in the research, production, and sales of adhesive materials and has a diverse product range that serves various industries including photovoltaic new energy, consumer electronics, and automotive manufacturing [5][10]. Company Overview - Hubei Huitian New Materials Co., Ltd. is a high-tech enterprise specializing in the development and production of adhesives and other new materials, with main products including high-performance silicone adhesives, polyurethane adhesives, lithium battery negative electrode adhesives, epoxy adhesives, and acrylic adhesives [5]. - The company also produces solar cell back sheets and has expanded its product offerings to include automotive maintenance chemicals such as brake fluids [5]. Business Model - The company employs a centralized procurement strategy for key raw materials while also utilizing local procurement for specialized materials, which helps in controlling costs and ensuring stable supply [7]. - The production cycle for adhesive products typically ranges from 3 to 7 days, with a structured sales planning process based on market demand and inventory levels [8]. Sales Strategy - Domestically, the company has established sales divisions based on application fields such as photovoltaic, electronics, and automotive, utilizing a combination of direct sales to large clients and sales through first-level distributors [9]. - Internationally, the company exports products to regions including Southeast Asia, South Asia, the Middle East, and Europe, employing a similar sales model of direct supply to major clients and through distributors [10]. Financial Information - The company has received a standard unqualified audit opinion from its accounting firm, indicating sound financial practices [3]. - The company plans to distribute cash dividends of 1.5 yuan per 10 shares to shareholders, with no stock dividends planned [4].