汽车差速器锥齿轮

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精锻科技跌2.05%,成交额3.95亿元,主力资金净流出4808.02万元
Xin Lang Cai Jing· 2025-08-27 06:56
8月27日,精锻科技盘中下跌2.05%,截至14:18,报14.30元/股,成交3.95亿元,换手率4.75%,总市值 83.66亿元。 资金流向方面,主力资金净流出4808.02万元,特大单买入2109.56万元,占比5.34%,卖出5036.48万 元,占比12.75%;大单买入9194.99万元,占比23.28%,卖出1.11亿元,占比28.04%。 精锻科技今年以来股价涨61.20%,近5个交易日跌5.92%,近20日涨4.30%,近60日涨5.06%。 机构持仓方面,截止2025年6月30日,精锻科技十大流通股东中,永赢先进制造智选混合发起A (018124)位居第二大流通股东,持股2314.28万股,为新进股东。前海开源嘉鑫混合A(001765)位居 第九大流通股东,持股242.75万股,为新进股东。金鹰信息产业股票A(003853)退出十大流通股东之 列。 责任编辑:小浪快报 资料显示,江苏太平洋精锻科技股份有限公司位于江苏省泰州市姜堰区双登大道198号,成立日期1992 年12月9日,上市日期2011年8月26日,公司主营业务涉及汽车差速器锥齿轮、汽车变速器结合齿齿轮、 汽车变速器轴类件、ED ...
精锻科技(300258):精密齿轮行业龙头,布局减速器卡位机器人核心部件
Soochow Securities· 2025-06-09 00:15
Investment Rating - The report assigns a "Buy" rating for the company, marking the first coverage of the stock [1]. Core Views - The company is a leader in the precision gear industry, focusing on the automotive sector and expanding into the robot reducer market, which is expected to drive future growth [7][12]. - The company has a strong market position in the differential gear segment, with a significant market share and a growing revenue stream from its complete differential assembly business [12][22]. - The transition towards electric vehicles is creating new opportunities for the company, particularly in lightweight aluminum components and robot joint technology [57][69]. Summary by Sections 1. Company Overview - Established in 1992 and listed in 2011, the company specializes in precision gears for automotive applications, including differential gears and transmission components [12]. - The company has a diverse customer base, including major domestic and international automotive manufacturers [18]. 2. Financial Performance - The company reported total revenue of 20.25 billion yuan in 2024, a decrease of 3.7% year-on-year, with a net profit of 1.60 billion yuan, down 32.8% [20]. - Revenue is projected to grow to 23.06 billion yuan by 2025, with net profit expected to reach 2.41 billion yuan [1]. 3. Market Position - The company holds the largest market share in the differential gear sector in China, benefiting from high entry barriers in the capital-intensive industry [42][43]. - The market for differential assemblies is expected to grow significantly, with projections of 71.51 billion yuan by 2025 [54]. 4. Product Development - The company is expanding its product offerings to include lightweight aluminum components, which are crucial for meeting the demands of electric vehicles [57][69]. - The company has initiated projects to produce aluminum alloy parts, with planned capacities of 700,000 and 800,000 units for steering knuckles and control arms, respectively [71]. 5. Strategic Initiatives - The company is actively pursuing partnerships in the robotics sector, having established a joint venture to develop precision reducers for robotic applications [12][56]. - The company is enhancing its production capabilities through capital increases and convertible bonds to support its growth in the differential assembly market [55].