热镀锌板

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华达新材上市5周年:归母净利润下降16.64%,市值较峰值蒸发29.16%
Jin Rong Jie· 2025-08-05 02:32
华达新材 自2020年8月5日上市至今,已迎来5周年。从上市首日收盘价为12.31元、市值48.43亿元,到如今市值达到50.22亿元。 利润角度分析,2020年华达新材实现归母净利润2.75亿元,2024年2.29亿元。归母净利润波动较大,2021年大幅下滑46.26%,随后两年连续回升,但2024年 再次下降31.38%。 2020年8月11日,华达新材的市值巅峰达到70.89亿元,股价也顺应升至18.02元。而至8月4日收盘,华达新材的股价为9.82元,市值为50.22亿元,相比峰值时 期市值减少20.67亿元,市值蒸发了29.16%。 华达新材的主营业务包括多功能彩色涂层板、热镀 锌 铝板及其基板的研发、生产和销售。其核心产品主要分为热镀锌板和彩色涂层板,从产品收入结构来 看,热镀锌板占比最高,达到59.45%,彩色涂层板占比35.63%。 华达新材上市的2020年,当年实现归母净利润2.75亿元。截至最新完整财年的2024年,公司实现2.29亿元的归母净利润,近年累计下降了16.64%。这5年 间,华达新材无一年份出现亏损。 营收角度分析,华达新材2020年实现营收61.01亿元,2024年达到69 ...
金属行业周报:美关税政策态度缓和,避险情绪降温致黄金暂承压-20250427
CMS· 2025-04-27 11:43
Investment Rating - The report maintains a positive investment rating for the metal industry, particularly for copper and aluminum, while recommending a focus on gold investments due to its relative certainty [1][2]. Core Insights - The easing of US tariff policies has led to a decrease in risk aversion, positively impacting market sentiment. However, upcoming economic data, especially for April, could influence market expectations regarding potential short-term recession risks [1]. - The report emphasizes the strong supply-demand fundamentals in the copper and aluminum markets, which have exceeded expectations this year, despite recession risks not being entirely ruled out [1]. - Long-term trends in the metal market are expected to shift back towards supply issues and new consumption drivers, with a specific recommendation to focus on gold investments and consider increasing positions in copper [1]. Summary by Sections Industry Overview - The metal industry has a total market capitalization of approximately 3929.7 billion, with 233 listed companies [2]. - The industry index for non-ferrous metals showed a weekly increase of 1.50%, ranking 10th among sectors [6]. Performance Metrics - Absolute performance over 1 month, 6 months, and 12 months is -7.5%, 6.3%, and 14.2% respectively, while relative performance is -3.8%, 10.6%, and 6.9% [4]. Key Metal Insights - Copper: As of April 24, copper inventories in major regions decreased by 51,700 tons, marking a continuous decline for eight weeks. The price of copper is expected to remain strong in the short term, supported by robust demand [6][7]. - Aluminum: Domestic aluminum ingot inventories decreased to 658,000 tons, with a strong operating rate of 97.6% for electrolytic aluminum. The report anticipates a significant increase in aluminum consumption driven by high-voltage investments starting in June [7]. - Precious Metals: Gold prices fluctuated, reaching over 3,500 USD/oz before retreating due to easing tariff concerns. The report suggests that inflationary pressures will continue to support gold prices in the medium term [7]. Investment Recommendations - The report recommends focusing on companies with strong fundamentals in the copper and aluminum sectors, such as Zijin Mining, Luoyang Molybdenum, and Yunnan Copper, while also highlighting investment opportunities in the gold sector [1][6][7].