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华阳集团涨2.09%,成交额2.13亿元,主力资金净流出1017.62万元
Xin Lang Cai Jing· 2025-08-27 03:15
分红方面,华阳集团A股上市后累计派现9.09亿元。近三年,累计派现5.55亿元。 机构持仓方面,截止2025年6月30日,华阳集团十大流通股东中,东吴移动互联混合A(001323)位居 第四大流通股东,持股660.28万股,相比上期增加100.00万股。长城久富混合(LOF)A(162006)位居第 六大流通股东,持股412.36万股,相比上期减少21.33万股。易方达新丝路混合(001373)位居第七大流 通股东,持股295.51万股,为新进股东。长城产业趋势混合A(014788)位居第八大流通股东,持股 290.51万股,相比上期增加7800.00股。东方红睿丰混合(169101)位居第九大流通股东,持股269.81万 股,为新进股东。南方中证1000ETF(512100)位居第十大流通股东,持股242.80万股,为新进股东。 香港中央结算有限公司、易方达供给改革混合(002910)、易方达稳健收益债券A(110007)退出十大 流通股东之列。 资料显示,惠州市华阳集团股份有限公司位于广东省惠州市东江高新科技产业园上霞北路1号华阳工业 园A区集团办公大楼,成立日期1993年1月16日,上市日期2017年1 ...
华阳集团股价微涨0.80% 汽车零部件业务受关注
Jin Rong Jie· 2025-08-26 18:01
资金流向方面,8月26日主力资金净流入1522.61万元,占流通市值0.09%;近五日主力资金净流出2.41 亿元,占流通市值1.41%。 风险提示:股市有风险,投资需谨慎。 华阳集团主营业务涵盖汽车电子、精密压铸、精密电子部件等领域,产品广泛应用于汽车、消费电子等 行业。公司所属概念板块包括汽车零部件、广东板块等。 截至2025年8月26日收盘,华阳集团股价报32.57元,较前一交易日上涨0.26元,涨幅0.80%。当日成交 额达4.30亿元,换手率为2.52%。 ...
研报掘金丨东莞证券:维持华阳集团“买入”评级 汽车电子与精密压铸双轮驱动
Ge Long Hui A P P· 2025-08-26 06:28
东莞证券研报指出,华阳集团2025上半年营收和利润均实现增长。汽车电子与精密压铸双轮驱动,产品 市占率位列全国前列。分产品来看,2025年上半年汽车电子和精密压铸业务均实现大幅增长,其中汽车 电子实现营业收入37.88亿元,同比增长23.37%;精密压铸实现营业收入12.92亿元,同比增长41.32%。 公司半年报显示,根据第三方统计数据,2025上半年公司HUD产品市占率继续位列国内第一名;车载 无线充电产品市占率继续位列国内第一名,全球市场占有率提升至第二名。海内外客户群持续扩容,订 单开拓成果显著。公司已设立泰国、墨西哥子公司,推进海外业务的发展,全球化布局有序推进。维 持"买入"评级。 ...
日盈电子股价跌5.02%,安联基金旗下1只基金重仓,持有12.9万股浮亏损失24.25万元
Xin Lang Cai Jing· 2025-08-26 06:07
从基金十大重仓股角度 数据显示,安联基金旗下1只基金重仓日盈电子。安联中国精选混合A(021981)二季度减持1000股, 持有股数12.9万股,占基金净值比例为3.04%,位居第七大重仓股。根据测算,今日浮亏损失约24.25万 元。 8月26日,日盈电子跌5.02%,截至发稿,报35.55元/股,成交2.62亿元,换手率6.30%,总市值41.74亿 元。 资料显示,江苏日盈电子股份有限公司位于江苏省常州市经济开发区潞横路2788号,成立日期1998年8 月12日,上市日期2017年6月27日,公司主营业务涉及公司为国内领先的汽车零部件优质供应商,主要从 事车用线束、洗涤系统、汽车电子、精密注塑等业务,具有自主研发能力及生产制造能力的高新技术企 业,近年来通过不断研发创新,产品升级拓展到智能洗涤系统、高速传输线束、360全景环视系统以及各类 车用传感器等智能化、电动化产品。主营业务收入构成为:汽车零部件52.42%,短交通零部件 28.30%,智能家居传感器14.10%,散件等3.77%,其他(补充)1.42%。 安联中国精选混合A(021981)基金经理为程彧。 截至发稿,程彧累计任职时间8年292天,现 ...
【2025中报点评/华阳集团】25Q2毛利率环比提升,业绩符合预期
东吴汽车黄细里团队· 2025-08-22 12:30
未经许可,不得转载或者引用。 | 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 7.137 | 10,158 | 12.699 | 15.556 | 18.714 | | 同比 (%) | 26.59 | 42.33 | 25.02 | 22.50 | 20.30 | | 归母净利润(百万元) | 464.82 | 651.36 | 898.57 | 1.130.19 | 1.404.37 | | 同比 (%) | 22.17 | 40.13 | 37.95 | 25.78 | 24.26 | | EPS-最新摊薄(元/股) | 0.89 | 1.24 | 1.71 | 2.15 | 2.68 | | P/E(现价&最新排薄) | 35.86 | 25.59 | 18.55 | 14.75 | 11.87 | 投资要点 公告要点: 公司发布2025年半年报。2025Q2公司实现营业收入28.22亿元,同环比+28.10%/+13.36%;归母 净 利 ...
盈趣科技: 向特定对象发行A股股票方案论证分析报告
Zheng Quan Zhi Xing· 2025-08-21 16:36
Group 1 - The company plans to issue A-shares to raise no more than 800 million yuan to enhance its core competitiveness and profitability for sustainable development [1][9] - The company operates under a UDM model, providing smart control components, innovative consumer electronics, health environment products, and automotive electronics, while also offering smart manufacturing solutions for SMEs [1][2] - The company has established a "Big Triangle" strategy to develop international manufacturing bases in Asia (China, Malaysia), Europe (Hungary), and the Americas (Mexico) to enhance global operational capabilities [2][5] Group 2 - The global smart controller market is projected to reach approximately $1.89 trillion in 2023, with an expected growth to about $1.98 trillion in 2024, reflecting a growth rate of 4.9% [2] - The demand for health environment products, such as air purifiers, is increasing due to heightened public health awareness and consumer upgrading trends [3][4] - The company’s development aligns with national policies promoting high-end and intelligent manufacturing, responding to the "14th Five-Year Plan" for smart manufacturing [4][5] Group 3 - The company aims to enhance its international competitiveness by establishing overseas manufacturing bases, which aligns with national strategies for optimizing international production cooperation [5][9] - The funds raised will be allocated to expand the manufacturing base in Malaysia, construct a new base in Mexico, and upgrade the R&D center, thereby improving the company's product matrix and profitability [9][19] - The issuance of A-shares is deemed necessary to increase the company's total assets and net assets, enhancing its financial stability and risk resistance [9][19] Group 4 - The company has accumulated significant technological expertise in smart control components and innovative consumer electronics, focusing on AI algorithm optimization and smart interaction systems [6][7] - The company plans to develop health environment products centered around "sunshine, air, and water," addressing new health demands and expanding its product offerings [7][8] - The company emphasizes R&D investment as a core strategy to drive innovation and maintain a competitive edge in the technology-intensive industry [8][19]
华阳集团(002906):2025年半年报点评:上半年业绩高增,海内外客户矩阵持续扩张
Western Securities· 2025-08-21 07:09
上半年业绩高增,海内外客户矩阵持续扩张 华阳集团(002906.SZ)2025 年半年报点评 公司点评 | 华阳集团 事件:公司发布 2025 年半年度报告。2025 年上半年公司实现营业收入 53.11 亿元,同比增长 26.65%;归母净利润 3.41 亿元,同比增长 18.98%;扣非 后归母净利润 3.23 亿元,同比增长 16.53%。其中,2025Q2 实现营业收入 28.22 亿元,同比增长 28.10%,归母净利润 1.86 亿元,同比增长 28.52%。 汽车电子与精密压铸双轮驱动,核心产品引领市场新增长。分产品来看,2025 年上半年汽车电子和精密压铸业务均实现大幅增长,其中汽车电子实现营业 收入 37.88 亿元,同比增长 23.37%;精密压铸实现营业收入 12.92 亿元, 同比增长 41.32%。2025 年上半年汽车电子业务部分细分产品领跑市场,公 司 HUD 产品市占率继续位列国内第一名;车载无线充电产品市占率继续位 列国内第一名,全球市场占有率提升至第二名。 海内外客户群持续扩容,打开公司长期成长天花板。2025 年上半年公司汽 车电子新开拓订单继续增长,获得 Stellan ...
国泰海通晨报-20250821
Haitong Securities· 2025-08-21 03:42
Group 1: Macroeconomic Overview - National general public budget revenue increased by 0.1% year-on-year in the first seven months of 2025, with a notable increase of 2.6% in July, marking the highest monthly growth of the year [3] - National general public budget expenditure grew by 3.4% year-on-year in the same period, with significant contributions from health and social security sectors [3] - Government fund budget revenue decreased by 0.7% year-on-year, indicating ongoing impacts from the real estate market adjustments [4] Group 2: Anfu Technology - Anfu Technology is expected to acquire a 43% stake in Nanfu Battery by 2026, significantly enhancing its earnings [8] - The restructuring strategy aims to deepen control over Nanfu Battery, with projected net profit of no less than 914 million yuan for 2025 [9] - The alkaline battery market is projected to grow, driven by trends such as smart home adoption and outdoor activities, with global retail sales expected to exceed $12 billion by 2025 [9][10] Group 3: Lenovo Group - Lenovo Group reported a strong start to FY2026, with total revenue reaching $18.8 billion, a 22% year-on-year increase [11] - The company’s three main business segments showed robust growth, with the IDG segment achieving $13.5 billion in revenue, up 18% [12] - Lenovo's AI strategy is advancing, with significant developments in both personal and enterprise AI solutions [12][13] Group 4: Ruoyuchen - Ruoyuchen's revenue for H1 2025 exceeded expectations, driven by a 242% year-on-year increase in self-owned brand sales [14] - The company is expected to maintain high growth rates, with EPS projections of 0.81, 1.20, and 1.62 yuan for 2025-2027 [15] - The self-owned brand "Zhanjia" has shown strong performance, contributing significantly to overall revenue growth [16] Group 5: Nuo Pin - Nuo Pin is positioned as a leader in high-end blueberry production, with a target EPS of 0.86, 1.26, and 1.56 yuan for 2025-2027 [18] - The company benefits from high barriers to entry in blueberry cultivation, leveraging unique climatic conditions in Yunnan [19] - Nuo Pin's sales channels are expanding, with a significant increase in fresh food revenue from 1 billion to 2.14 billion yuan from 2021 to 2024 [20]
A+H丨营收近2700亿,开辟第二增长曲线的立讯精密(002475.SZ)拟赴港IPO
Xin Lang Cai Jing· 2025-08-20 07:49
Group 1 - The core point of the news is that Luxshare Precision (立讯精密) has submitted an application for an initial public offering (IPO) on the Hong Kong Stock Exchange, aiming to expand its market presence [1] - Luxshare Precision has achieved a market capitalization of 290.4 billion RMB as of August 20, 2025, reflecting its growth in the precision smart manufacturing sector [2] - The company reported revenues of 214 billion RMB, 231.9 billion RMB, and 268.8 billion RMB for the years 2022, 2023, and 2024 respectively, with net profits of 10.5 billion RMB, 12.2 billion RMB, and 14.6 billion RMB during the same period [2] Group 2 - The business segments of Luxshare Precision include consumer electronics, automotive electronics, communication and data centers, and others, with consumer electronics contributing 86.7% of total revenue in 2024 [3] - The company relies heavily on a single major customer, with revenue from this customer accounting for 73.3%, 75.2%, and 70.7% of total revenue in 2022, 2023, and 2024 respectively [3] - Luxshare Precision is diversifying its revenue streams by expanding into automotive electronics and communication sectors, with automotive electronics revenue growing at a compound annual growth rate (CAGR) of 49.6% from 2022 to 2024 [4] Group 3 - The company is also investing in robotics, with a project in Changshu that has a total investment of 5 billion RMB, expected to achieve an annual output value of 10 billion RMB upon completion [4] - The funds raised from the IPO will be used to expand and upgrade existing production bases, particularly for automotive and consumer electronics, as well as for technology research and development [5]
亚太股份(002284.SZ):可以为客户提供包括底盘系统部件、汽车电子、线控制动以及轮毂电机等产品与技术
Ge Long Hui A P P· 2025-08-19 07:01
格隆汇8月19日丨亚太股份(002284.SZ)在互动平台表示,公司作为国内汽车制动系统行业的龙头企业, 致力于底盘系统关键零部件的研发与生产,可以为客户提供包括底盘系统部件、汽车电子、线控制动以 及轮毂电机等产品与技术。 ...