电子真空器件

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泗洪春鸿商贸商行(个体工商户)成立 注册资本30万人民币
Sou Hu Cai Jing· 2025-08-22 23:23
天眼查App显示,近日,泗洪春鸿商贸商行(个体工商户)成立,法定代表人为许春林,注册资本30万 人民币,经营范围为一般项目:电子产品销售;电子真空器件销售;电子元器件零售;电子元器件批 发;电子测量仪器销售;太阳能热利用产品销售;电子专用设备销售;塑料制品销售;日用杂品销售; 机械电气设备销售;电线、电缆经营;配电开关控制设备销售;建筑防水卷材产品销售;计算机软硬件 及辅助设备批发;计算机软硬件及辅助设备零售;集成电路销售;特种设备销售;电器辅件销售;五金 产品零售;电力电子元器件销售;电子专用材料销售;供应用仪器仪表销售;电子元器件与机电组件设 备销售(除依法须经批准的项目外,凭营业执照依法自主开展经营活动)。 ...
赣州市奇数电子商务有限公司成立 注册资本1万人民币
Sou Hu Cai Jing· 2025-08-13 01:45
天眼查App显示,近日,赣州市奇数电子商务有限公司成立,法定代表人为林淑琼,注册资本1万人民 币,经营范围为一般项目:日用家电零售,电子元器件制造,电子元器件零售,电子元器件批发,电子 专用设备制造,电子专用设备销售,电子专用材料销售,电子真空器件制造,电力电子元器件制造,技 术服务、技术开发、技术咨询、技术交流、技术转让、技术推广,网络技术服务,国内贸易代理,互联 网销售(除销售需要许可的商品)(除依法须经批准的项目外,凭营业执照依法自主开展经营活动)。 ...
沧州天瀚贸易有限公司成立 注册资本50万人民币
Sou Hu Cai Jing· 2025-08-08 21:46
天眼查App显示,近日,沧州天瀚贸易有限公司成立,法定代表人为钱金增,注册资本50万人民币,经 营范围为一般项目:电子真空器件销售;电子元器件零售;电子产品销售;电子专用设备销售;电子测量仪 器销售;光电子器件销售;货物进出口;技术进出口;进出口代理(除依法须经批准的项目外,凭营业执照 依法自主开展经营活动)。 ...
国力股份: 昆山国力电子科技股份有限公司关于部分募集资金专户注销的公告
Zheng Quan Zhi Xing· 2025-06-27 16:51
Fundraising Overview - The company, Kunshan Guoli Electronics Technology Co., Ltd., raised a total of RMB 236,499,700.01 through its initial public offering, with 2,389 million shares issued at a price of RMB 12.04 per share [1] - The funds raised have been verified by Rongcheng Accounting Firm, which issued a verification report [1] Fund Management and Usage - The company has established a fundraising management system in compliance with relevant regulations to ensure proper management and usage of the raised funds [2] - Special accounts for the raised funds were opened at various banks, including Industrial and Commercial Bank of China, Bank of Communications, Shanghai Pudong Development Bank, and China Merchants Bank, with a tripartite supervision agreement signed with the underwriter and banks [2] Account Cancellation - The company has recently completed the cancellation of certain fundraising special accounts, including those at Industrial and Commercial Bank of China and Bank of Communications, to streamline fund account management [3] - The cancellation of these accounts will terminate the corresponding tripartite supervision agreements with the underwriter and the banks [3]
每周股票复盘:国力股份(688103)新能源控制盒交付量将显著增加
Sou Hu Cai Jing· 2025-06-07 02:25
Core Viewpoint - The company is actively expanding its product offerings in the electric vehicle sector and enhancing its market competitiveness through strategic initiatives and product development [1][2][4] Group 1: Company Performance and Market Position - As of June 6, 2025, the company's stock price closed at 56.91 yuan, down 0.61% from the previous week, with a market capitalization of 5.424 billion yuan, ranking 19th in the electronic sector [1] - The company has maintained a high capacity utilization rate for its electric vehicle products and has established dedicated production lines to meet the demands of major clients [1][2] Group 2: Product Development and Profitability - The company is developing a new energy control box product to improve the gross margin of its electric vehicle segment, with significant delivery increases expected in 2025 [2][4] - The company has a core product layout in the controlled nuclear fusion field, including cold cathode thyratrons and vacuum capacitors, which are essential for fusion devices [2] Group 3: Share Buyback and Financial Announcements - The company has repurchased a total of 188,143 shares, accounting for 0.1974% of its total share capital, with a total expenditure of approximately 9.67 million yuan [2][4] - The company announced that the "Guoli Convertible Bond" will pay interest of 0.50 yuan per bond on June 12, 2025 [3][4]
【私募调研记录】聚鸣投资调研国力股份
Zheng Quan Zhi Xing· 2025-06-05 00:13
Group 1 - The core viewpoint of the news is that 聚鸣投资 has conducted research on 国力股份, a company engaged in the development, production, and sales of electronic vacuum devices, which are widely used in various sectors including new energy vehicles, aerospace, and semiconductor equipment [1] - 国力股份 maintains a high capacity utilization rate and is expanding its production capacity through fundraising projects to meet market demand [1] - The company is addressing the low profit margins in the new energy vehicle sector by developing a new energy control box product, with expected delivery volume increasing by 2025 and potential improvement in profit margins [1] - In the field of controlled nuclear fusion, 国力股份 provides products such as cold cathode thyratrons, velocity modulation tubes, and vacuum capacitors, demonstrating rapid response and high power handling capabilities [1] - The company's products are widely used in semiconductor equipment manufacturing, particularly in plasma etching devices, and it aims to enhance competitiveness by improving product quality and reducing costs [1] Group 2 - 聚鸣投资 is a prominent private equity fund manager in China, focusing on "contrarian investment" and "growth investment" with a commitment to stable and sustainable investment returns [2] - The company manages over 30 billion and has a core team with backgrounds from top domestic and international universities, including Tsinghua University [2] - The chairman and investment director, 刘晓龙, has extensive experience in fund management, having previously managed over 30 billion in public funds and achieved significant recognition in the industry [2] - The private equity period has shown stable and outstanding performance, with representative products achieving absolute positive returns of 7.6% in 2018, 65.06% in 2019, and 97.13% in 2020, along with various industry awards [2]
科技内需引领,中游周期回暖
GUOTAI HAITONG SECURITIES· 2025-05-06 03:33
Report Industry Investment Rating - Not provided in the content Core Viewpoints of the Report - In 2025Q1, the year-on-year growth rate of single-quarter net profit attributable to the parent of all A-shares turned positive from negative, and the year-on-year revenue growth rate slightly turned negative. After excluding finance and petroleum & petrochemicals, the year-on-year growth rate of single-quarter net profit attributable to the parent of all A non-financial and non-petroleum & petrochemicals also turned positive from negative, while the year-on-year revenue growth rate slightly declined. In terms of size style, the year-on-year growth rates of CSI 500 and CSI 1000 in the single quarter of 2025Q1 turned significantly positive from negative. In terms of major sectors, the growth rates of net profit attributable to the parent of the consumer and growth sectors led in 2025Q1, those of the cyclical and financial sectors slightly turned positive, and the negative growth rate of the stable sector significantly narrowed. In terms of industries, the performance growth rates of the midstream cyclical, some consumer, and growth industries generally improved, with agriculture, forestry, animal husbandry, and fishery, household appliances, automobiles, electronics, and non-banking maintaining high-speed growth [3][19][21]. - The average negative growth of the single-quarter net profit attributable to the parent of existing convertible bonds in 2025Q1 significantly narrowed, and the revenue growth rate declined. After excluding some extreme values, the average growth rate of the single-quarter net profit attributable to the parent of existing convertible bonds in 2025Q1 significantly narrowed from -42.76% in 2024Q4 to -2.23%, and the average growth rate of single-quarter revenue in 2025Q1 decreased from 8.51% in 2024Q4 to 5.36% [3][33]. - Some convertible bonds are recommended for investment. In the cyclical sector, it is recommended to overweight convertible bonds such as Guocheng, Huayou, and Guangda. In the consumer sector, it is recommended to overweight convertible bonds in agriculture, forestry, animal husbandry, and fishery, as well as Zhongchongzhuan 2, Xinruzhuan, and Baolong. In the growth sector, it is recommended to overweight convertible bonds such as Weice, Haopeng, Guoli, and Weil [3][7][13]. Summary by Relevant Catalogs 1. 2025Q1 Performance Growth Convertible Bond Recommendations - Among the existing 472 convertible bonds, 372 achieved profitability in the single quarter of 2025Q1. After excluding those with a balance of less than 300 million yuan and a remaining term of less than 1 year, 109 convertible bonds remain. Some convertible bonds are recommended for investment based on factors such as the sustainability of the company's high performance growth and the current price and conversion premium rate of the convertible bonds [6]. - **Cyclical Sector**: It is recommended to overweight convertible bonds with mineral resource advantages such as Guocheng and Huayou, Guangda with a positive business trend, Dongcai, Dinglong, Anji, and Zhengfan that benefit from the domestic substitution of semiconductor materials, Keli and Bo 23 that benefit from the accelerated development of the robot and AI industries, and Polai that benefits from the recovery of consumer demand and domestic substitution [7]. - **Consumer Sector**: It is recommended to overweight convertible bonds in agriculture, forestry, animal husbandry, and fishery, including Muyuan, Juxing, Wenshi, Xiwangzhuan 2, and Hefeng. Also recommended are Zhongchongzhuan 2, the leading pet food company, Xinruzhuan, the leading regional dairy company, and Baolong, an automobile parts manufacturer [13]. - **Growth Sector**: It is recommended to overweight Weice, the leading domestic third-party integrated circuit testing service provider, Haopeng, a consumer battery manufacturer, Guoli, an electronic vacuum device manufacturer, and Weil, the global CIS leader [15]. 2. All A: Technology and Domestic Demand Lead, Midstream Cycle Warms Up - **Overall A-share Performance**: In 2025Q1, the year-on-year growth rate of single-quarter net profit attributable to the parent of all A-shares turned positive from negative, and the year-on-year revenue growth rate slightly turned negative. After excluding finance and petroleum & petrochemicals, the year-on-year growth rate of single-quarter net profit attributable to the parent of all A non-financial and non-petroleum & petrochemicals also turned positive from negative, while the year-on-year revenue growth rate slightly declined [19]. - **Size Style Performance**: In 2025Q1, the year-on-year growth rates of CSI 500 and CSI 1000 in the single quarter turned significantly positive from negative, while the year-on-year growth rate of net profit attributable to the parent of SSE 50 slightly turned negative from positive [20]. - **Sector Performance**: In 2025Q1, the growth rates of net profit attributable to the parent of the consumer and growth sectors led, those of the cyclical and financial sectors slightly turned positive, and the negative growth rate of the stable sector significantly narrowed. The revenue growth rate of the growth sector led among all sectors [21][23]. - **Industry Performance**: In 2025Q1, the performance growth rates of the midstream cyclical, some consumer, and growth industries generally improved, with agriculture, forestry, animal husbandry, and fishery, household appliances, automobiles, electronics, and non-banking maintaining high-speed growth. In terms of ROE and other aspects, the ROE levels of most downstream cyclical and consumer sectors declined, the gross profit margins of the optional consumer sector generally declined, and the net profit margins of the midstream cyclical sector generally recovered. The top 30 sub-industries in terms of single-quarter profit growth rate in 2025Q1 were mainly concentrated in the electronics, computer, and media industries [25][28][32]. 3. Convertible Bonds: Narrowing Negative Profit Growth, Declining Revenue Growth Rate - As of May 5, 2025, the existing 472 convertible bonds covered 27 out of 30 CITIC first-level industries, and 92% of the underlying stocks of the convertible bonds had a market value of less than 3 billion yuan. In terms of size style, the issuers of convertible bonds were generally closer to small and medium-cap stocks [33]. - The average negative growth of the single-quarter net profit attributable to the parent of existing convertible bonds in 2025Q1 significantly narrowed, and the revenue growth rate declined. After excluding some extreme values, the average growth rate of the single-quarter net profit attributable to the parent of existing convertible bonds in 2025Q1 significantly narrowed from -42.76% in 2024Q4 to -2.23%, and the average growth rate of single-quarter revenue in 2025Q1 decreased from 8.51% in 2024Q4 to 5.36% [33].