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每周股票复盘:莱伯泰科(688056)质谱仪国产替代进程加速,公司2024年净利润增长42.03%
Sou Hu Cai Jing· 2025-05-24 15:21
2024年度,公司实现营业收入42,401.01万元,较上年同期上涨1.93%,归属于上市公司股东的净利润 3,914.81万元,较上年同期增加42.03%。2025年第一季度,公司实现营业收入0.99亿元,同比下降 6.09%,实现归属于上市公司股东的净利润1276.67万元,同比增加10.3%。综合来看,2024年度与2025 年第一季度的净利润增长幅度都大于营业收入增长,一方面是因公司产品综合毛利率有所上升,另一方 面是因公司在成本费用上的严格管控。 截至2025年5月23日收盘,莱伯泰科(688056)报收于32.03元,较上周的32.75元下跌2.2%。本周,莱 伯泰科5月21日盘中最高价报33.8元。5月23日盘中最低价报31.7元。莱伯泰科当前最新总市值21.61亿 元,在通用设备板块市值排名192/215,在两市A股市值排名4766/5148。 本周关注点 业绩披露要点 2024年度,公司客户分行业营收情况如下:环保领域表现突出,营业收入同比增长28.91%,主要得益 于公司在山西省生态环境监测仪器装备升级项目中成功斩获65台仪器订单。 5月14日特定对象调研,现场参观 业绩披露要点:2024 ...
纳微科技(688690):纳米微球龙头 国产替代加速成长
Xin Lang Cai Jing· 2025-05-08 06:39
Group 1 - The company reported a revenue of 782 million yuan for 2024, representing a year-on-year growth of 33.33%, with a net profit attributable to the parent company of 83 million yuan, up 20.82% year-on-year [1] - In Q1 2025, the company achieved a revenue of 189 million yuan, a year-on-year increase of 22.39%, and a net profit attributable to the parent company of 29 million yuan, up 72.98% year-on-year [1] - The core business of chromatography fillers and media generated a revenue of 451 million yuan in 2024, with a year-on-year growth of 10.20% [2] Group 2 - The newly added chromatography analysis instruments and accessories contributed a revenue of 154 million yuan, primarily from the consolidation of the acquired company Fuli Instruments [2] - The market for chromatography fillers is expanding, with a current domestic market penetration rate of only about 10%, indicating significant potential for domestic substitution [3] - The company has established strategic cooperation agreements with five major clients, resulting in a sales volume of 224 million yuan, accounting for 50% of the revenue from chromatography fillers [3] Group 3 - The company is evolving into a leading domestic supplier of chromatography fillers, consumables, and instruments, driven by underlying technology [4] - Revenue projections for 2025-2027 are 977 million yuan, 1.17 billion yuan, and 1.37 billion yuan, with net profits of 134 million yuan, 203 million yuan, and 290 million yuan respectively [4] - The current stock price corresponds to a PE ratio of 67, 45, and 31 times for 2025-2027 [4]