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同飞股份(300990) - 300990同飞股份投资者关系管理信息20251024
2025-10-24 10:18
投资者关系活动记录表 编号:2025-005 证券代码:300990 证券简称:同飞股份 三河同飞制冷股份有限公司 | | ☑特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活动类别 | □新闻发布会 □路演活动 | | | ☑现场参观 | | | ☑其他(电话会议) | | | 会议参会人员: | | | 浙商证券、天风证券、国寿资产、华能贵诚信托、辰翔基金、东方红 | | 参与单位名称及人员 | 资产、富国基金、耕霁资产、国寿安保、国新国证基金、海富通基金、 | | 姓名 | 华夏基金、建信基金、江苏瑞华、南方基金、南土资产、平安基金、 | | | 山东金仕达、华杉投资、慎知资产、新华资产、阳光资管、昱阳私募、 | | | 长江证券、长心投资、长信基金、肇万资产等机构投资者参加 | | 时间 | 2025 年 10 月 24 日 | | 地点 | 公司 | | | 常务副总经理、董事会秘书、财务总监:高宇 | | 上市公司接待人员 | 证券市场总监:宋朋 | | | 证券事务代表:赵颖 | | | 一、公司 年前三季度经营情况介绍 2025 ...
【私募调研记录】复胜资产调研同飞股份
Zheng Quan Zhi Xing· 2025-04-21 00:11
Group 1 - The core viewpoint of the news is that Fusheng Asset has conducted research on Tongfei Co., which has significant growth potential in various sectors, particularly in energy storage and medical equipment [1] - Tongfei Co.'s products are widely used in CNC equipment, power electronics, energy storage, semiconductors, and data centers [1] - In the energy storage sector, Tongfei Co. expects revenue of approximately 1.176 billion yuan in 2024, representing a year-on-year growth of 30% [1] - The company has expanded its customer base in the medical equipment sector, particularly with its temperature control products for MRI machines, including a partnership with United Imaging [1] - For the data center sector, Tongfei Co. has introduced cold plate liquid cooling and immersion cooling solutions, securing clients such as Kehua Data [1] - In Q1 2025, Tongfei Co. achieved revenue of 574 million yuan, a year-on-year increase of 109.02%, with a net profit of 61.91 million yuan, reflecting a growth of 1,104.89% [1] - The company anticipates continued improvement in operational performance in Q3 and Q4 of 2024, driven by revenue expansion and cost optimization measures [1]