机油泵

Search documents
研报掘金丨国盛证券:首予飞龙股份“买入”评级,“汽车+泛工业”双轮驱动
Ge Long Hui A P P· 2025-08-04 07:27
Group 1 - The core viewpoint of the article highlights Feilong Co.'s strategic positioning in the robotics and AI sectors, driven by dual engines of "automotive and general industry" [1] - The company's annual production capacity includes 8 million mechanical water pumps, 4.6 million exhaust manifolds, 8 million turbo shells, 1.2 million oil pumps, and over 8 million new energy thermal management components, with a maximum of 1.2 million units in the civilian sector [1] - The overseas production base, Longtai Company, is currently in the process of being put into operation [1] Group 2 - The increasing penetration rate of new energy vehicles is expected to boost demand for electronic water pumps, while the growth of hybrid vehicles will drive the demand for turbo shells [1] - The company is actively advancing its robotics and AI business, which is anticipated to allow it to share in the growth dividends of emerging industries [1] - The projected net profit attributable to the parent company for 2025, 2026, and 2027 is expected to reach 450 million, 580 million, and 710 million yuan respectively, with year-on-year growth rates of 37%, 28%, and 23% [1]
【机构调研记录】瑞达基金调研飞龙股份
Zheng Quan Zhi Xing· 2025-07-31 00:13
Group 1 - The core viewpoint of the news is that Feilong Co., Ltd. is experiencing growth in its performance due to stable raw material prices, optimized product structure, and improved management, with a focus on expanding its overseas market presence and entering the humanoid robot business [1] - Feilong Co., Ltd. has an annual production capacity that includes 8 million mechanical pumps, 4.6 million exhaust manifolds, 8 million volutes, 1.2 million oil pumps, and over 8 million new energy thermal management components [1] - The company has established a global layout with its first overseas smart factory, Longtai Company, which began trial production on June 26, 2025, aimed at mitigating international trade risks and enhancing supply chain resilience [1] Group 2 - Ruida Fund, established in 2020, has an asset management scale of 0.89 billion yuan, ranking 205 out of 210 in total public funds [2] - The best-performing public fund product under Ruida Fund in the past year is the Ruida Advanced Manufacturing Mixed Fund, which has a latest unit net value of 1.45 and a growth of 83.47% over the past year [2]
【私募调研记录】林园投资调研飞龙股份
Zheng Quan Zhi Xing· 2025-07-31 00:06
Group 1 - The core viewpoint of the article highlights that Feilong Co., Ltd. is experiencing significant growth in its performance due to stable raw material prices, optimized product structure, and enhanced management practices [1] - Feilong Co., Ltd. has an annual production capacity that includes 8 million mechanical pumps, 4.6 million exhaust manifolds, 8 million volutes, 1.2 million oil pumps, and over 8 million new energy thermal management components [1] - The company has established a global presence with overseas supply of volutes, exhaust manifolds, mechanical pumps, and electronic pumps, serving over 50 clients including BorgWarner and Cummins [1] Group 2 - Longtai Company, composed of employees from China and Thailand, has secured overseas orders and is collaborating with General Motors, Ford, and Cummins, while continuously expanding into the Southeast Asian market [1] - The company believes that the growth in overseas revenue is sustainable and is accelerating its layout in humanoid robotics by providing core components and liquid cooling solutions [1] - Longtai Company completed trial production on June 26, 2025, marking the establishment of the company's first overseas smart factory, which will effectively mitigate international trade risks and enhance supply chain resilience [1]