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深科达:募投项目深科达智能制造创新示范基地续建工程拟调整方向
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-09 04:32
南方财经10月9日电,深科达(688328.SH)公告,其募投项目深科达智能制造创新示范基地续建工程 因市场环境变化及产能利用不及预期,拟调整方向,变更部分子项目并新增三个研发类项目。截至2025 年6月30日,该项目已投入募集资金14,942.38万元,剩余募集资金21,056.95万元(含利息及理财收益) 将全部用于新募投项目。具体用途为:投入9,000.00万元实施新型显示设备研发项目,7,500.00万元用于 半导体新一代测试设备研发项目,4,556.95万元投向核心零部件研发项目。此次变更主因系消费电子行 业复苏乏力、显示面板需求未显著增长,叠加公司首发募投项目产能尚未完全释放,导致原项目实施必 要性下降。同时,半导体先进封装设备研发周期长、客户认证难,而传统封装测试设备市场需求稳定且 技术路径成熟,公司据此将原半导体先进封装测试设备研发及生产项目调整为覆盖传统与先进封装的半 导体新一代测试设备研发项目。 ...
研报掘金丨中邮证券:首予大连重工“增持”评级,业绩稳健增长,经营质量持续向好
Ge Long Hui A P P· 2025-09-28 02:59
Core Viewpoint - The report from Zhongyou Securities indicates that Dalian Heavy Industry has achieved positive growth in both revenue and profit in the first half of 2025, with multiple business segments performing well [1] Revenue Performance - Material handling equipment revenue reached 2.322 billion yuan, an increase of 8.51% year-on-year [1] - New energy equipment revenue was 1.734 billion yuan, reflecting a year-on-year growth of 21.45% [1] - Metallurgical equipment revenue amounted to 1.948 billion yuan, with a year-on-year increase of 21.04% [1] - Core components revenue reached 1.014 billion yuan, showing a significant year-on-year growth of 25.29% [1] Operational Efficiency - The company continues to implement cost reduction and efficiency improvement measures, along with institutional reforms to enhance operational efficiency and quality [1] Contract Backlog - As of the end of August 2025, the company has a substantial contract backlog of approximately 34.5 billion yuan, primarily scheduled for delivery between 2025 and 2027 [1] Investment Rating - The report initiates coverage with an "Overweight" rating for the company [1]
中邮证券:首予大连重工“增持”评级,业绩稳健增长,经营质量持续向好
Xin Lang Cai Jing· 2025-09-28 02:59
中邮证券日前研报指出,大连重工上半年营收利润双双保持正增长,各业务多点开花。分几个主要的板 块来看:2025H1,物料搬运设备营收23.22亿元,同比+8.51%;新能源设备营收17.34亿元,同比 +21.45%;冶金设备营收19.48亿元,同比+21.04%;核心零部件营收10.14亿元,同比+25.29%。公司持 续推行降本控费、制度改革等举措,进一步提升经营效率和质量。公司在手合同维持高位,国际化布局 有序推进。截至2025年8月末,公司累计在手合同约345亿元,主要将在2025-2027年交付。首次覆盖, 给予"增持"评级。 ...
大连重工(002204):业绩稳健增长,经营质量持续向好
China Post Securities· 2025-09-26 08:07
Investment Rating - The report assigns an "Accumulate" rating for the company, marking its first coverage [1]. Core Insights - The company has demonstrated steady growth in performance, with both revenue and profit showing positive growth in the first half of 2025. Revenue reached 7.453 billion yuan, a year-on-year increase of 6.38%, while net profit attributable to shareholders was 312 million yuan, up 13.88% year-on-year [4]. - The company has a robust order backlog of approximately 34.5 billion yuan, with deliveries expected between 2025 and 2027. It has also made strides in international expansion, signing a global framework cooperation agreement with mining giant Rio Tinto [5]. - Profitability has improved, with a net profit margin of 4.19%, an increase of 0.28 percentage points year-on-year, despite a slight decrease in gross margin [5]. Financial Performance Summary - For the first half of 2025, the company reported revenue of 7.453 billion yuan, with various segments contributing positively: material handling equipment revenue was 2.322 billion yuan (+8.51%), new energy equipment revenue was 1.734 billion yuan (+21.45%), metallurgy equipment revenue was 1.948 billion yuan (+21.04%), and core components revenue was 1.014 billion yuan (+25.29%) [4]. - The company forecasts revenue for 2025-2027 to be 14.727 billion yuan, 15.782 billion yuan, and 16.770 billion yuan, respectively, with year-on-year growth rates of 3.12%, 7.17%, and 6.26% [6]. - The projected net profit for the same period is expected to be 649 million yuan, 752 million yuan, and 837 million yuan, reflecting growth rates of 30.35%, 15.87%, and 11.27% respectively [6]. Valuation Metrics - The company is currently trading at a price-to-earnings (P/E) ratio of 23.35, with projected P/E ratios for 2025, 2026, and 2027 at 18.01, 15.54, and 13.96 respectively [3][6]. - The price-to-book (P/B) ratio is projected to decrease from 1.59 in 2024 to 1.27 by 2027 [9].
深科达股价涨5.01%,广发基金旗下1只基金重仓,持有20.83万股浮盈赚取30.41万元
Xin Lang Cai Jing· 2025-09-25 01:54
广发百发大数据成长混合A(001734)成立日期2015年11月18日,最新规模4.08亿。今年以来收益 30.34%,同类排名3159/8173;近一年收益54%,同类排名2638/8003;成立以来收益72.19%。 广发百发大数据成长混合A(001734)基金经理为叶帅。 截至发稿,叶帅累计任职时间4年11天,现任基金资产总规模11.56亿元,任职期间最佳基金回报 79.31%, 任职期间最差基金回报-22.82%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 9月25日,深科达涨5.01%,截至发稿,报30.58元/股,成交4155.78万元,换手率1.47%,总市值28.88亿 元。深科达股价已经连续3天上涨,区间累计涨幅6.63%。 资料显示,深圳市深科达智能装备股份有限公司位于广东省深圳市宝安区西乡街道龙腾社区汇智研发中 心B座10楼,成立日期2004年6月14日,上市日期2021年3月9日,公司主营业务涉及从事平板显示器件 生产设备 ...
华翔股份(603112.SH):拟发行可转债募资不超13.08亿元
Ge Long Hui A P P· 2025-09-18 10:40
格隆汇9月18日丨华翔股份(603112.SH)公布向不特定对象发行可转换公司债券预案,本次向不特定对象 发行可转换公司债券拟募集资金总额不超过人民币13.08亿元,扣除发行费用后募集资金净额拟用于以 下项目:核心零部件产能提升及产业链延伸项目、智能家居零部件产能提升项目、汽车零部件产能提升 项目、工程机械零部件产能升级项目、补充流动资金及偿还债务。 ...
深科达涨2.12%,成交额4220.94万元,主力资金净流入250.53万元
Xin Lang Cai Jing· 2025-09-18 02:36
Company Overview - Shenzhen Deep Science and Technology Co., Ltd. is located in Bao'an District, Shenzhen, Guangdong Province, and was established on June 14, 2004. The company was listed on March 9, 2021. Its main business involves the research, production, and sales of flat panel display production equipment [2]. - The company's revenue composition includes flat panel display equipment (49.90%), semiconductor equipment (27.02%), core components (22.49%), and others (0.59%) [2]. Stock Performance - As of September 18, the stock price of Deep Science increased by 2.12%, reaching 27.96 CNY per share, with a total market capitalization of 2.641 billion CNY [1]. - Year-to-date, the stock price has risen by 86.65%, with a recent 5-day increase of 0.98%, a 20-day decrease of 3.98%, and a 60-day increase of 23.72% [2]. - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on April 28, where it recorded a net purchase of 4.3555 million CNY [2]. Financial Performance - As of June 30, the company had 6,547 shareholders, an increase of 9.54% from the previous period, while the average circulating shares per person decreased by 8.71% to 14,427 shares [3]. - For the first half of 2025, Deep Science achieved operating revenue of 360 million CNY, representing a year-on-year growth of 49.57%. The net profit attributable to shareholders was 20.6042 million CNY, reflecting a significant year-on-year increase of 180.87% [3]. Dividends and Shareholding - Since its A-share listing, Deep Science has distributed a total of 50.776 million CNY in dividends, with 9.4456 million CNY distributed over the past three years [4]. - As of June 30, 2025, the top ten circulating shareholders of Deep Science saw a change, with the Dazhong CSI 360 Internet + Index A (002236) exiting the list [4].
正帆科技(688596):OPEX占比提升,外延并购接力成长
Changjiang Securities· 2025-09-16 15:17
Investment Rating - The investment rating for the company is "Buy" and is maintained [7]. Core Views - The company reported a revenue of 2.017 billion yuan for the first half of 2025, an increase of 8.88% year-on-year, while the net profit attributable to shareholders decreased by 10.20% to 94 million yuan [5][10]. - The company's OPEX business revenue share increased to 37.3% in H1 2025 from 31.0% in 2024, indicating significant growth in this segment [10]. - The company is actively pursuing external acquisitions to enhance its core component business, including a recent acquisition of 62.23% of Liaoning Hanjing Semiconductor Materials Co., which specializes in high-precision quartz and advanced ceramic materials [10]. Financial Performance Summary - In H1 2025, the company achieved a gross margin of 23.71%, down 3.2 percentage points year-on-year, while the gross margin for Q2 2025 was 22.35%, a decrease of 4.3 percentage points [5][10]. - The company expects to achieve revenues of 6.99 billion yuan, 8.78 billion yuan, and 10.85 billion yuan for 2025, 2026, and 2027 respectively, with net profits projected at 700 million yuan, 930 million yuan, and 1.15 billion yuan for the same years [10].
大连重工(002204) - 002204大连重工投资者关系管理信息20250912
2025-09-12 11:05
Group 1: Financial Performance - In the first half of 2025, the company achieved an operating income of 7.453 billion yuan, a year-on-year increase of 6.38% [3] - The net profit attributable to shareholders was 312 million yuan, reflecting a year-on-year growth of 13.88% [3] - The growth in performance was primarily driven by the stable development of the main business, with the asset transfer of Dazhong Hotel completed on September 10, 2025, contributing to future earnings [3] Group 2: Business Segments and Strategies - The main revenue sources include material handling equipment, metallurgy equipment, new energy equipment, core components, and engineering general contracting projects [3] - The new energy equipment segment has a low gross margin of 4.42%, significantly lower than the core components segment at 27.93% [3] - Future strategies to improve gross margins in the new energy segment include supply chain integration, product development, lean management, and digital transformation [3] Group 3: Market Position and Development Plans - The company is leveraging its technological capabilities to actively engage in the domestic and international marine engineering equipment market [4] - Key development areas include high-end, intelligent, green, and lightweight material handling machinery, as well as advanced metallurgy equipment [4] - The company aims to create a first-class heavy industry group, focusing on core businesses, expertise, markets, and customers [3] Group 4: Shareholder Communication and Market Perception - The company acknowledges that stock price fluctuations are influenced by various factors, including macroeconomic conditions and market sentiment [5] - Management emphasizes the importance of improving operational quality and long-term value to enhance shareholder returns [5] - The company is committed to transparent communication with shareholders and addressing their concerns regarding stock performance and incentive plans [5]
从默默无闻到智能一哥,宇树科技做对了什么?
3 6 Ke· 2025-09-11 04:06
Core Viewpoint - The rapid growth of embodied intelligence in the robotics sector is highlighted, with significant developments such as the upcoming IPO of Yushu Technology, which is expected to achieve a market valuation of at least 50 billion yuan upon listing [2]. Company Overview - Yushu Technology, founded in 2016, has quickly risen from obscurity to become a leading player in the robotics industry, particularly in the field of embodied intelligence [5]. - The company has undergone substantial growth, with its registered capital increasing from 288,900 yuan to 364 million yuan, a 125-fold increase, and a valuation of 12 billion yuan after its C-round financing [7]. Financial Performance - Yushu Technology has maintained profitability for five consecutive years since 2020, with projected revenues exceeding 1 billion yuan in 2024 and a gross margin above 50% [7]. - In Q1 2025, the company reported revenues of 3.27 billion yuan and a net profit of 480 million yuan, with forecasts for net profits of 1.415 billion, 1.856 billion, and 2.287 billion yuan from 2025 to 2027 [7]. Product Portfolio - The company's product matrix includes quadruped robots (65% of revenue), humanoid robots (30%), and core components (5%), with applications spanning research, education, consumer, and industrial sectors [8][3]. - The quadruped robot Go1 has sold over 50,000 units, capturing over 60% of the consumer quadruped robot market, while the humanoid robot G1 is priced at 99,000 yuan, significantly lower than international competitors [8]. Competitive Strategy - Yushu Technology is known as a "price killer," leveraging strong R&D and cost control to offer competitive pricing, with quadruped robots priced in the tens of thousands, compared to competitors' prices exceeding 500,000 yuan [9][10]. - The company has adopted a three-step strategy to disrupt the industry: selecting the right technology route, achieving full self-research to reduce costs, and implementing market-driven product development [10][11][13]. Market Position and Future Outlook - Yushu Technology aims to expand its market share in humanoid robots and establish itself as a benchmark for hard technology in China [4]. - The humanoid robot market in China is projected to grow at a rate of 63% annually, with potential stock reaching 25.2 million units by 2030 [16]. - The company is positioned to lead the Chinese robotics industry, with plans to utilize its IPO to enhance technological innovation and deepen market penetration [17][20].