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美瑞新材(300848) - 2025年6月6日投资者关系活动记录表
2025-06-06 09:20
Group 1: Company Overview - The company specializes in polyurethane new materials (TPU, PUR, PUD, PBS) and functional chemical raw materials (special isocyanates, special amines) [2] - Products are widely used in various sectors including consumer electronics, automotive manufacturing, sports and leisure, high-end equipment, green energy, home life, industrial printing, and food hygiene [2] Group 2: Project Progress - The first phase of the polyurethane industrial park in Henan has successfully established a complete production process, with six products achieving qualified output [2] - The two new fundraising projects commenced construction in Q4 2024, with an 18-month construction period; one project aims for an annual output of 10,000 tons of expandable thermoplastic polyurethane elastomer, while the other targets 30,000 tons of water-based polyurethane [4] Group 3: Market Development - The sales team is actively engaging with target customers through domestic and international exhibitions and visits, establishing a solid foundation for sales efforts [3] - The company’s self-developed foaming TPU is emerging in the footwear sector, characterized by lightweight and high rebound properties, with strong profitability and rapid sales growth [4] Group 4: Future Plans - The second phase of the Henan project will be planned after the first phase stabilizes, with timing dependent on market conditions and company operations [4]
汇得科技: 汇得科技股票交易异常波动暨风险提示公告
Zheng Quan Zhi Xing· 2025-05-26 11:29
证券代码:603192 证券简称:汇得科技 公告编号:2025-020 上海汇得科技股份有限公司 股票交易异常波动暨风险提示公告 本公司董事会及全体董事保证本公告内容真实、准确、完整,确认不存在虚 假记载、误导性陈述或重大遗漏,并承担相应的法律责任。 重要内容提示: ? 上海汇得科技股份有限公司(以下简称"公司"或"汇得科技")股票价 格于 05 月 23 日及 05 月 26 日连续二个交易日内日收盘价格涨幅偏离值累计超过 动情形。 ? 公司股票在 2025 年 5 月 20 日至 5 月 26 日的区间累计涨幅达 48.06%, 在上述 5 个交易日内其中有 4 天以涨停价收盘,近期股票成交量及换手率显著提 高,短期波动幅度较大,同期上证指数同比下跌 0.62%,聚氨酯(申万)行业 7 家成份公司(剔除汇得科技后)同比平均上涨 1.84%,公司股票走势与市场及行 业同类公司明显偏离。截止 2025 年 5 月 26 日,公司股票的动态市盈率是 47.28 倍(滚动市盈率为 28.31 倍),聚氨酯(申万)行业滚动市盈率平均值约为 16.73 倍,公司估值高于行业水平,敬请广大投资者注意投资风险,理性投资。 ...
4连板汇得科技:全资子公司“年产60万吨聚氨酯新材料项目”已获得项目建设用地 目前尚在行政审批阶段
news flash· 2025-05-26 10:27
Core Viewpoint - The stock of Huide Technology has experienced a significant increase of 48.06% from May 20 to May 26, indicating high volatility and a valuation above industry levels [1] Company Overview - Huide Technology specializes in the research, production, sales, and technical services of polyurethane resin products, with key products including polyurethane (PU) slurry for synthetic leather, polyurethane elastomer raw materials, thermoplastic polyurethane elastomers (TPU), polyester polyols, and polyurethane materials for new energy batteries [1] - The main application areas for these products are automotive interiors, furniture, textiles, footwear, packaging, and electronic materials [1] Project Development - The wholly-owned subsidiary, Jiangsu Huide New Materials Co., Ltd., is responsible for the "Annual Production of 600,000 Tons of Polyurethane New Materials Project," which has secured construction land and is currently in the administrative approval stage [1] - Substantial construction has not yet commenced, and the project is not expected to significantly impact the company's capacity and daily operations in the short term [1]
一诺威:以全员质管,创建高品质全球化品牌
Qi Lu Wan Bao Wang· 2025-05-19 06:35
质量是企业发展的根本,也是核心竞争力的关键。 第二届淄博市质量领军企业评选结果显示,注册地位于淄博高新区的新华制药(000756)、一诺威以及 华光国瓷3家公司成功入选。体现了它们在质量管理、产品创新、市场影响力等方面成绩亮眼。 一诺威集团营销总监、质量管理委员会主任牛富刚介绍称,公司坚持聚焦环氧丙烷、环氧乙烷、己二酸 下游衍生物三大产业链,通过质量管理和品牌建设水平的不断提升,形成了以"满足顾客需求并超过顾 客期望"为核心的全员质量管理模式。 通过坚持安全、科学、高质量发展理念,一诺威提出了"零缺陷、零投诉、零退货"的质量目标,秉持顾 客满意是工作质量的唯一衡量标准、一次把事情做对、预防重于救火,遵循"三不原则",通过管理手 册、程序文件、制度文件及表单记录,实现事事有人管、层层有专责的工作模式,持续提升公司管理水 平。 在政策引导,政府扶持,助力创新研发与产业升级,加速技术成果转化和质量提升方面,一诺威得到工 信部、山东省工信厅、淄博市和高新区市场监管局等各级政府部门的高度关注与扶持。先后建设了博士 后科研工作站、山东省工程技术研究中心等创新平台,并为企业申报国家级、省级科技项目提供绿色通 道,并与高校、 ...
华峰化学终止收购大股东资产 相关议案未获股东大会通过
Mei Ri Jing Ji Xin Wen· 2025-05-14 07:03
每经记者|黄鑫磊 每经编辑|文多 2024年11月,华峰化学(SZ002064)披露,上市公司拟通过发行股份及支付现金的方式,购买华峰集 团有限公司(以下简称"华峰集团")、尤小平等持有的浙江华峰合成树脂有限公司(以下简称"华峰合 成树脂")合计100.00%的股权。华峰化学还拟通过发行股份及支付现金的方式,购买华峰集团持有的 浙江华峰热塑性聚氨酯有限公司(以下简称"华峰热塑")100.00%的股权。 5月13日,华峰化学披露上述事项终止。终止本次收购事项的原因,是交易的相关议案未获得华峰化学 股东大会有效表决权股份总数的2/3以上通过。 图片来源:公告截图 图片来源:公告截图 曾有投资者质疑标的评估增值率较高 据华峰化学2024年11月披露的公告,作为交易对方的华峰集团为公司控股股东,尤小平为公司实控人, 尤金焕、尤小华为公司关联自然人,交易对方均为公司关联方,所以,收购华峰合成树脂、华峰热塑构 成关联交易。 另据4月11日更新的交易草案,华峰化学本次交易总对价60亿元,其中支付现金对价6亿元,支付股份对 价54亿元,本次拟发行股数为8.79亿股,占发行后上市公司总股本的比例为15.05%,发行价格为6.1 ...
上海汇得科技股份有限公司2024年年度报告摘要
Core Viewpoint - The company, Huide Technology, reported a slight decline in revenue for 2024, but significant growth in net profit, indicating a strong operational performance despite market challenges [10][12]. Company Overview - Huide Technology specializes in the research, production, and sales of polyurethane materials, which are widely used in various industries including automotive, electronics, and construction [4][5]. - The company operates production facilities in Shanghai, Fujian, and Zhejiang, with a focus on direct sales to customers in economically developed regions [5][6]. Financial Performance - In 2024, the company achieved operating revenue of 2.67 billion yuan, a decrease of 1.51% year-on-year, while the main business revenue grew by 1.17% to 2.55 billion yuan [10]. - The net profit attributable to shareholders reached 124.56 million yuan, marking a substantial increase of 95% compared to the previous year [10][12]. - The gross profit margin for the main business improved to 14.24%, an increase of 2.89 percentage points year-on-year [10]. Product and Market Dynamics - The demand for traditional polyurethane applications, such as footwear and apparel, has declined, while new markets like automotive interiors and eco-friendly products are experiencing growth [5][6]. - The company reported a 39.88% increase in sales volume for elastic body and raw liquid products, reaching 21,300 tons in 2024, driven by the recognition of its thermoplastic polyurethane (TPU) products [7][10]. - The polyester polyol business also saw an 11.94% increase in sales volume, totaling 34,500 tons, attributed to the company's R&D capabilities and product optimization [7][10]. Dividend Distribution - The company plans to distribute a cash dividend of 3.75 yuan per 10 shares (including tax) for the 2024 fiscal year, with a total payout amounting to approximately 52.93 million yuan, representing 42.50% of the net profit [3][10][12]. Strategic Initiatives - The company is focusing on product innovation and supply chain integration to enhance competitiveness in the polyurethane industry, which is expected to become more intense [4][6]. - New business areas, such as polyurethane components for new energy batteries and adhesive products for automotive interiors, are developing healthily, with 26 new large customers acquired during the reporting period [8][10].