电子电气绝缘封装用环氧树脂

Search documents
惠柏新材料科技(上海)股份有限公司2025年半年度报告摘要
Shang Hai Zheng Quan Bao· 2025-08-26 20:45
一、重要提示 非标准审计意见提示 □适用 √不适用 证券代码:301555 证券简称:惠柏新材 公告编号:2025-042 本半年度报告摘要来自半年度报告全文,为全面了解本公司的经营成果、财务状况及未来发展规划,投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利,不送红股,不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 二、公司基本情况 1、公司简介 ■ 2、主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ 3、公司股东数量及持股情况 单位:股 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 □适用 √不适用 公司是否具有表决权差异安排 □是 √否 4、控股股东或实际控制人变更情况 控股股东报告期内变更 □适用 √不适用 公司报告期控股股东未发生变更。 实际控制人报告期 ...
惠柏新材分析师会议-20250515
Dong Jian Yan Bao· 2025-05-15 13:55
Group 1: Research Basic Information - Research object: Huibo New Materials [17] - Industry: Not specified - Reception time: May 15, 2025 [17] - Company reception staff: Director and General Manager Kang Yaolun, Director, Deputy General Manager and Board Secretary Shen Fei, Independent Director Shen Jinxia, Financial Controller Xu Hui, and Sponsor Representative Zhang Yu [17] Group 2: Detailed Research Institutions - Institutions: Investors participating in the company's 2024 online performance briefing [20] Group 3: Main Content Company's Financial Performance - In Q1 2025, the company achieved an operating income of 493 million yuan, a year - on - year increase of 148.09%, and a net profit attributable to the parent of 8.8192 million yuan, a year - on - year increase of 283.16% [24][34] - In 2024, the company's operating income was 1.4200436 billion yuan, a year - on - year increase of 3.04%. Among them, the operating income of epoxy resin for wind turbine blades was 1.0958113 billion yuan, a year - on - year decrease of 2.39%; the operating income of epoxy resin for new composite materials was 234.3679 million yuan, a year - on - year increase of 32.84%; the operating income of epoxy resin for electronic and electrical insulation encapsulation was 86.4191 million yuan, a year - on - year increase of 13.96%. The sales volume of all three major product categories increased [30] Company's Market Position - The company has a certain brand reputation in the special formula modified epoxy resin industry, especially in the wind turbine blade field, and has long provided products for many large wind power manufacturers [28] Product Application - The company's new composite material epoxy resin products can be applied to various sports equipment, robot arms, drones, automotive lightweight materials and other fields. The company is actively developing new products, new customers and new markets, and expanding new application scenarios and fields for new composite material products [29] Project and Capacity - The company's Zhuhai project was capped in September 2024. After completion, it is expected to form an annual production capacity of 82,000 tons of new electronic special materials, and the annual output after the first - phase production is 60,200 tons. The project also layouts new products such as high - end LED packaging materials, electronic - grade resin products, and functional high - purity solid epoxy resin [31] Technology and Patents - As of the end of 2024, the company had 90 patent certificates, including 26 invention patents and 64 utility model patents [39][40] Industry Outlook - Driven by the "carbon neutrality" goal and the global trend of far - reaching sea wind power development, the long - term development trend of the wind power industry is positive, and there is still broad market space in the future [26][37] Company's Response to Industry Changes - The company is actively developing new products, new customers and new markets, expanding new application scenarios and fields for new composite material products, continuously improving the performance of epoxy resin products for electronic and electrical insulation encapsulation, researching and developing other product series formulas, and actively deploying and developing overseas markets [37] Market Value Management - The company attaches great importance to market value management. In the future, it will continue to focus on its main business, improve its operating level and profitability, do a good job in investor relations management, enhance the quality and transparency of information disclosure, and continuously improve enterprise value and shareholder returns [38]
惠柏新材(301555) - 2024年度业绩说明会投资者关系活动记录表
2025-05-15 09:06
Financial Performance - In Q1 2025, the company achieved a revenue of 493 million CNY, representing a year-on-year increase of 148.09% [9] - The net profit attributable to shareholders for Q1 2025 was 8.82 million CNY, showing a significant growth of 283.16% compared to the previous year [9] - For the full year 2024, the company reported a total revenue of 1.42 billion CNY, with a year-on-year growth of 3.04% [6] Product Performance - Revenue from wind turbine blade epoxy resin in 2024 was 1.10 billion CNY, a decrease of 2.39% year-on-year [6] - Revenue from new composite material epoxy resin reached 234 million CNY, increasing by 32.84% year-on-year [6] - Revenue from electronic insulation packaging epoxy resin was 86.42 million CNY, with a year-on-year increase of 13.96% [6] Market Position and Strategy - The company has established a strong brand presence in the specialty modified epoxy resin industry, particularly in the wind turbine blade sector [4] - The company is actively developing new products and exploring new markets to expand the application of composite materials [5] - The Zhuhai factory project is expected to achieve an annual production capacity of 82,000 tons of new electronic materials, with an initial output of 60,200 tons [8] Industry Outlook - The wind power industry is expected to continue its growth trajectory driven by carbon neutrality goals, with significant global installation capacity anticipated [3] - The company is focusing on the development of high-end LED packaging materials and functional high-purity solid epoxy resins to enhance its product portfolio [7] Challenges and Responses - The company acknowledges that stock price fluctuations are influenced by various factors, including macroeconomic conditions and industry policies [8] - The company is committed to improving operational management and enhancing investor relations to address market volatility [12] Innovation and Technology - As of the end of 2024, the company holds 90 patent certificates, including 26 invention patents and 64 utility model patents [12]
惠柏新材2025年一季度营收增长148% 扭亏为盈实现开门红
Zheng Quan Shi Bao Wang· 2025-04-29 07:58
Core Viewpoint - The company, Huibei New Materials, reported a significant increase in revenue and profit in both its 2024 annual report and 2025 Q1 report, driven by strong market demand for its epoxy resin products, particularly in the wind power sector [1][2][3]. Financial Performance - In 2024, the company achieved a revenue of 1.42 billion yuan, a year-on-year increase of 3.04% [1] - The revenue from epoxy resin for wind turbine blades was 1.096 billion yuan, while new composite materials and electronic insulation epoxy resin generated revenues of 234 million yuan and 86 million yuan, reflecting increases of 32.84% and 13.96% respectively [1] - In Q1 2025, the company reported a revenue of 493 million yuan, a remarkable year-on-year growth of 148%, and a net profit of 8.82 million yuan, marking a turnaround from losses [1][3]. Market Position and Product Development - Huibei New Materials is a leading player in the specialty modified epoxy resin sector, with a strong focus on wind power applications [2] - The company has established a solid customer base, including major domestic wind turbine manufacturers, and has received positive feedback for its products [2] - The company has expanded its product line to include various types of epoxy resins, which has contributed to steady revenue growth [3]. Industry Trends - The deep-sea wind power sector is expected to become a key growth area, with government initiatives promoting floating offshore wind projects [4] - China is projected to maintain its leadership in offshore wind power, with new installed capacity expected to exceed 4 GW in 2024, accounting for over 50% of the global market share [4] - The domestic wind power market is anticipated to reach new highs, with new installations expected to hit 110 GW to 120 GW in 2025 [4]. Capacity Expansion - The company is accelerating its capacity expansion to meet rising market demand, with a new factory in Zhuhai set to produce 82,000 tons of new electronic materials annually [5] - The Zhuhai project, with an investment of approximately 400 million yuan, will also introduce high-end LED packaging materials and functional high-purity solid epoxy resins [5] - The growth in demand for core products in wind power, electronic components, and transportation is expected to further enhance the company's growth potential [5].
惠柏新材:首次公开发行股票并在创业板上市招股意向书
2023-10-11 12:34
创业板投资风险提示:本次发行股票拟在创业板上市,创业板公司具有创新投入大、新 旧产业融合存在不确定性、尚处于成长期、经营风险高、业绩不稳定、退市风险高等特 点,投资者面临较大的市场风险。投资者应充分了解创业板的投资风险及本公司所披露 的风险因素,审慎作出投资决定。 惠柏新材料科技(上海)股份有限公司 Wells Advanced Materials (Shanghai)Co.,Ltd. (上海市嘉定区江桥镇博园路 558 号第 2 幢) 首次公开发行股票并在创业板上市 招股意向书 保荐机构(主承销商) (北京市西城区金融大街 5 号(新盛大厦)12、15 层) 惠柏新材料科技(上海)股份有限公司 招股意向书 1-1-1 惠柏新材料科技(上海)股份有限公司 招股意向书 声明及承诺 中国证监会、交易所对本次发行所作的任何决定或意见,均不表明其对发行 人注册申请文件及所披露信息的真实性、准确性、完整性作出保证,也不表明其 对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任 何与之相反的声明均属虚假不实陈述。 根据《证券法》的规定,股票依法发行后,发行人经营与收益的变化,由发 行人自行负责;投资者 ...
惠柏新材料科技(上海)股份有限公司_招股说明书(注册稿)
2023-06-29 23:08
创业板投资风险提示:本次发行股票拟在创业板上市,创业板公司具有创新投入大、新 旧产业融合存在不确定性、尚处于成长期、经营风险高、业绩不稳定、退市风险高等特 点,投资者面临较大的市场风险。投资者应充分了解创业板的投资风险及本公司所披露 的风险因素,审慎作出投资决定。 惠柏新材料科技(上海)股份有限公司 Wells Advanced Materials (Shanghai)Co.,Ltd. (上海市嘉定区江桥镇博园路 558 号第 2 幢) 首次公开发行股票并在创业板上市 招股说明书 (注册稿) 声明:本公司的发行申请尚需经深圳证券交易所和中国证监会履行相应程序。本招股 说明书不具有据以发行股票的法律效力,仅供预先披露之用。投资者应当以正式公告 的招股说明书作为投资决定的依据。 保荐机构(主承销商) (北京市西城区金融大街 5 号(新盛大厦)12、15 层) 惠柏新材料科技(上海)股份有限公司 招股说明书(注册稿) 1-1-2 惠柏新材料科技(上海)股份有限公司 招股说明书(注册稿) 声明及承诺 中国证监会、交易所对本次发行所作的任何决定或意见,均不表明其对发行 人注册申请文件及所披露信息的真实性、准确性、完整性 ...