炭黑装备

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德固特跨界收购浩鲸科技:一场“蛇吞象”式的产业突围战
Xin Lang Zheng Quan· 2025-07-07 01:55
Group 1 - The core viewpoint of the news is the acquisition of Haowei Cloud Computing Technology Co., Ltd. by Qingdao Degute Energy Equipment Co., Ltd., which is seen as a significant move due to the disparity in size between the two companies and the cross-industry nature of the deal [1][2] - Degute reported impressive financial results for 2024, with a revenue of 509 million yuan, a year-on-year increase of 64.21%, and a net profit of 96.71 million yuan, up 150.15% year-on-year. However, the company faced a 31.19% year-on-year revenue decline in Q1 2025, with net profit halved to 23.67 million yuan [2][3] - The acquisition aims to leverage Haowei's digital capabilities to drive the intelligent upgrade of industrial scenarios, as Degute seeks to find a second growth curve amid slowing demand in traditional high-energy-consuming equipment markets [2][4] Group 2 - Haowei Technology, previously known as ZTE Soft Creation, has a registered capital of 792 million yuan and employs 4,348 people, with a core business covering telecom software development, cloud management services, and industry digital solutions [3] - The market expresses skepticism regarding the technological compatibility between Degute and Haowei, as Degute's traditional client base is concentrated in heavy industries like chemicals and metallurgy, which overlaps minimally with Haowei's telecom and cloud service clients [4] - Analysts suggest that Haowei's digital technology could enhance Degute's product development precision, optimize production management, and improve after-sales service intelligence, potentially increasing the company's competitiveness [4]
德固特(300950) - 德固特2025年5月7日投资者关系活动记录表
2025-05-07 09:38
3、 公司下游炭黑生产企业是否涉及导电炭黑或特种炭黑的生产? 答:公司生产的炭黑装备可应用于导电炭黑及特种炭黑生产线,并已为黑 猫股份(SZ002068)、永东股份(SZ002753)、联科科技(SZ001207)等众多 知名炭黑企业的生产线提供过上述装备。未来,随着导电炭黑及特种炭黑应用 空间的持续拓展,也将对公司炭黑装备的销售起到一定的积极作用。 4、 公司毛利率保持较高水平的原因? 证券代码:300950 证券简称:德固特 青岛德固特节能装备股份有限公司 投资者关系活动记录表 编号:2025-001 投资者关系活 动类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 ■其他(券商策略会) 参与单位名称 及人员姓名 华创证券 於尔东 中财招商 杨 旭 果行育德 宋海亮 时间 2025 年 5 月 7 日 15:30-16:30 地点 券商策略会会场(上海) 上市公司 接待人员姓名 董事、副总经理、财务总监、董事会秘书 高琳琳 投资者关系 活动主要内 容介绍 1、 公司 2024 年及 2025 年一季度业绩情况? 答:2024 年度,公司实现营业收入 5.0 ...