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华海诚科: 江苏华海诚科新材料股份有限公司审阅报告及备考财务报表
Zheng Quan Zhi Xing· 2025-07-11 12:18
江苏华海诚科新材料股份有限公司 备考合并财务报表附注 一、公司基本情况 江苏华海诚科新材料股份有限公司(以下简称公司或本公司)前身系原江苏华海诚科新 材料有限公司(以下简称有限公司),于2010年12月17日在连云港工商行政管理局登记注册, 取得统一社会信用代码为913207005668572738的《企业法人营业执照》。公司注册地:连云 港经济技术开发区东方大道66号。法定代表人:韩江龙。公司现有注册资本为人民币 流通股份A股29,249,905股;无限售条件的流通股份A股51,446,548股。公司股票于2023年4 月4日在上海证券交易所挂牌交易。 有限公司系由江苏乾丰投资有限公司、天水华天科技股份有限公司共同出资设立,于 际出资1,000万元;天水华天科技股份有限公司认缴注册资本500万元,占注册资本的10%, 实际出资500万元。上述出资已经江苏苏亚金诚会计师事务所有限公司出具的苏亚连验 2010023号验资报告审验,已办理完成工商变更手续。 万元。上述出资已经连云港五星会计师事务所出具连五星验资2011第41号验资报告审验, 已办理完成工商变更手续。 实缴出资部分)转让给江苏亿美驰投资有限公司,同 ...
天洋新材:将继续聚焦内部降本提效和外部新机会拓展
Group 1 - The company held an online performance briefing for the fiscal year 2024 and the first quarter of 2025, discussing operational results, financial status, and development strategies [1] - The main business areas of the company include photovoltaic materials, new consumer building materials for home decoration, electronic adhesives, and environmentally friendly hot melt adhesives [1] - The company reported a 31.79% increase in sales in the photovoltaic business segment for 2024 compared to the previous year, but faced losses in the photovoltaic film business due to ongoing price competition [1] Group 2 - To mitigate losses in the photovoltaic film business, the company plans to adjust production and sales strategies, optimize organizational structure, and enhance asset returns [1] - The company will focus on internal cost reduction and efficiency improvement, as well as external opportunity expansion in 2025 [2] - The company aims to develop high-margin, high-growth new film materials by leveraging over 20 years of experience in polymer materials and existing customer resources [2] Group 3 - The company has integrated its electronic adhesive business and relocated two subsidiaries to a chemical park, achieving an annual production capacity of approximately 1,730 tons [2] - The electronic adhesive segment generated revenue of 158 million yuan in 2024, representing a year-on-year growth of 30.88% [2] - The company is targeting the new energy vehicle sector and aims to establish stable supply relationships with major clients by providing differentiated services [2] Group 4 - The company aims to reduce losses and achieve profitability in the photovoltaic encapsulation film business by dynamically adjusting the production and sales balance [3] - The company has launched specialized encapsulation films for TOPCon and N-type components and is preparing for future market demands through early research and development [3]
洁美科技: 浙江洁美电子科技股份有限公司公开发行可转换公司债券2025年跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-16 04:09
Core Viewpoint - Zhejiang Jiemai Electronic Technology Co., Ltd. maintains a stable long-term credit rating of AA- for both the company and its convertible bonds, reflecting its solid market position and ongoing investments in new energy materials [1][4]. Company Overview - The company was established in April 2001 and transitioned to a joint-stock company in December 2013, listed on the Shenzhen Stock Exchange in April 2017 with a total share capital of 431 million shares as of March 2025 [10][11]. - As of March 2025, the largest shareholder is Zhejiang Yuanlong Investment Management Group Co., Ltd., holding 46.74% of the shares [10]. Financial Performance - In 2024, the company achieved a total operating revenue of 1.817 billion yuan, a year-on-year increase of 15.57%, but experienced a decline in profit due to increased R&D expenses [4][11]. - The total debt as of the end of 2024 was 2.822 billion yuan, a significant increase of 68.86% from the previous year, but the overall debt burden remains manageable [7][11]. Business Segments - The company focuses on electronic packaging materials and electronic-grade film materials, with recent expansions into new energy battery materials [4][11]. - The electronic packaging materials segment accounted for 86.49% of total revenue in 2024, while electronic-grade film materials contributed 9.66% [21]. Market Position and Competitive Advantage - The company holds a strong market position in the electronic packaging materials sector, benefiting from technological advantages and established customer relationships [5][18]. - It is recognized as a leader in setting industry standards and has received accolades for its innovation and sustainability efforts [18]. Industry Environment - The electronic components industry is experiencing growth driven by the recovery in the consumer electronics sector, with a reported 11.8% increase in the production value of China's electronic information manufacturing industry in 2024 [14][15]. - The demand for electronic components is supported by trends in digitalization, new infrastructure projects, and the growth of sectors such as 5G, AI, and electric vehicles [14][15]. Future Outlook - The company is expected to benefit from the completion of ongoing projects and the release of new production capacities, particularly in electronic-grade film materials, which are anticipated to become a new growth driver [4][5]. - The stable credit outlook reflects confidence in the company's ability to manage capital expenditures and leverage its technological capabilities for future growth [4][5].
6个半导体项目IPO、投产,其中康美特拟北交所IPO 已完成上市辅导
Sou Hu Cai Jing· 2025-06-10 09:45
1、康美特拟北交所IPO 已完成上市辅导 近日,证监会披露了关于北京康美特科技股份有限公司(简称:康美特)向不特定合格投资者公开发行股票并在北京证券交易所上市辅导工作完成报告,上 市辅导机构为广发证券。 经辅导,广发证券认为,康美特具备成为上市公司应有的公司治理结构、会计基础工作、内部控制制度,充分了解多层次资本市场各板块的特点和属性;康 美特及其董事、监事、高级管理人员、持有百分之五以上股份的股东和实际控制人(或其法定代表人、执行事务合伙人)已全面掌握发行上市、规范运作等方 面的法律法规和规则、知悉信息披露和履行承诺等方面的责任和义务,树立了进入证券市场的诚信意识、自律意识和法治意识。 料显示,康美特是一家专业从事电子封装材料及高性能改性塑料等高分子新材料产品研发、生产、销售的国家级专精特新重点"小巨人"企业。自设立以来, 公司坚持以研发驱动业务发展,围绕有机硅封装材料、环氧封装材料及改性可发性聚苯乙烯材料三大技术平台持续进行技术突破和产业化发展。 其中,公司电子封装材料的主要产品形态为 LED 芯片封装用电子胶粘剂,产品广泛应用于新型显示、半导体通用照明、半导体专用照明、半导体器件封装 及航空航天等领域; ...
【IPO一线】半导体封装材料厂商康美特拟北交所IPO 已完成上市辅导
Ju Chao Zi Xun· 2025-06-08 13:30
近日,证监会披露了关于北京康美特科技股份有限公司(简称:康美特)向不特定合格投资者公开发行 股票并在北京证券交易所上市辅导工作完成报告,上市辅导机构为广发证券。 经辅导,广发证券认为,康美特具备成为上市公司应有的公司治理结构、会计基础工作、内部控制制 度,充分了解多层次资本市场各板块的特点和属性;康美特及其董事、监事、高级管理人员、持有百分 之五以上股份的股东和实际控制人(或其法定代表人、执行事务合伙人)已全面掌握发行上市、规范运作 等方面的法律法规和规则、知悉信息披露和履行承诺等方面的责任和义务,树立了进入证券市场的诚信 意识、自律意识和法治意识。 料显示,康美特是一家专业从事电子封装材料及高性能改性塑料等高分子新材料产品研发、生产、销售 的国家级专精特新重点"小巨人"企业。自设立以来,公司坚持以研发驱动业务发展,围绕有机硅封装材 料、环氧封装材料及改性可发性聚苯乙烯材料三大技术平台持续进行技术突破和产业化发展。 其中,公司电子封装材料的主要产品形态为 LED 芯片封装用电子胶粘剂,产品广泛应用于新型显示、 半导体通用照明、半导体专用照明、半导体器件封装及航空航天等领域;公司高性能改性塑料的产品形 态为改性 ...
医疗服务价格项目立项指南让新技术更普惠
Ke Ji Ri Bao· 2025-05-26 23:40
CT(计算机断层扫描)设备均价已从3000万元降至1000万元,其服务费用是否应该下调?电子胶片已 经逐步取代实体胶片,胶片打印费却一直和检查费绑定收取,合理吗?床旁DR(数字化X射线摄影设 备)服务一次对多个部位进行摄影,应该按摄影部位累计收费吗? 这些直接关系到患者医疗负担的问题,在国家医保局组织印发的放射检查、超声检查、放射治疗等医疗 服务价格项目立项指南(以下简称"指南")中均作出明确规定。 "指南明确,床旁X射线摄影在进行同一次检查时,无论多少个部位,收费仅可收取一次。"在近日召开 的立项指南解读会议上,国家医保局医药价格和招标采购指导中心技术专班负责人唐菲表示,指南通过 推动合理制定收费价格,助力患者享受高质量、可负担的医疗服务。 打破检查收费"大锅饭" "原来,对心脏进行磁共振检查和对其他部位的检查,收费标准是相同的。"安徽医科大学第一附属医院 副院长李小虎表示,但是心脏检查技术难度高,耗时近一个小时,以同样标准收费忽略了检查间不同的 技术难度和劳动时间。 "过去,我国高端医疗设备的自主保障水平处于低位,直接或者间接推高了设备采购和维护成本。"联影 医疗中国业务总裁缪宏表示,经过近10年的高速发 ...
回天新材:竞争加剧拖累业绩,逆势扩张静待收获-20250516
Caixin Securities· 2025-05-16 10:45
证券研究报告 公司点评 回天新材(300041.SZ) 基础化工| 化学制品 竞争加剧拖累业绩,逆势扩张静待收获 2025 年 05 月 16 日 | 评级 | 买入 | | --- | --- | | | 评级变动 维持 | | 交易数据 | | | 当前价格(元) | 8.97 | | 52 周价格区间(元) | 6.99-10.19 | | 总市值(百万) | 5018.12 | | 流通市值(百万) | 4883.51 | | 总股本(万股) | 55943.40 | 涨跌幅比较 | 37% | 回天新材 | | 化学制品 | | | --- | --- | --- | --- | --- | | 17% | | | | | | -3% | | | | | | -23% 2024-05 | 2024-08 | 2024-11 | 2025-02 | 2025-05 | | % | | 1M | 3M | 12M | | 回天新材 | | 8.60 | 3.94 | 14.12 | | 化学制品 | | 4.44 | 1.63 | -6.16 | 周策 分析师 执业证书编号:S0530519020001 ...
天洋新材: 天洋新材(上海)科技股份有限公司2024年年度股东大会会议资料(补正后)
Zheng Quan Zhi Xing· 2025-05-16 09:22
天洋新材(上海)科技股份有限公司 会议资料 二〇二五年五月 天洋新材(上海)科技股份有限公司 一、会议召集人:公司董事会 二、投票方式:本次股东大会所采用的表决方式是现场投票和网络投票相结合的方 式 三、现场会议召开时间、地点: 时间:2025 年 05 月 19 日 14 时 30 分 地点:上海市嘉定区南翔镇惠平路 505 号公司二楼会议室 四、网络投票的系统、起止日期和投票时间 网络投票系统:上海证券交易所股东大会网络投票系统 网络投票起止时间:自 2025 年 05 月 19 日 至 2025 年 05 月 19 日 采用上海证券交易所网络投票系统,通过交易系统投票平台的投票时间为股东大会 召开当日的交易时间段,即 9:15-9:25,9:30-11:30,13:00-15:00;通过互联网投票平台 的投票时间为股东大会召开当日的 9:15-15:00。 六、会议审议事项 序号 议 案 序号 议 案 七、会议议程 监事、高级管理人员和律师; 天洋新材(上海)科技股份有限公司 一、本次股东会议将进行表决的事项 非累积投票事项: 序号 议 案 五、会议主持人:董事长 李哲龙 三、现场会议表决规定 二、现场 ...
唯特偶(301319) - 2025年5月14日投资者关系活动记录表 (2024年度业绩说明会)
2025-05-14 11:47
证券代码:301319 证券简称:唯特偶 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 ☑ 业绩沟通会(电话会) □ 新闻发布会 □ 路演活动 □ 现场参观 □ 其他 参与单位名称 及人员姓名 线上参与公司 2024 年度业绩说明会的全体投资者 时间 2025 年 05 月 14 日 15:00-17:00 地点 价值在线(https://www.ir-online.cn/) 上市公司 接待人员姓名 董事长、总裁 廖高兵 董事、副总裁兼总经理 桑泽林 独立董事 李明 保荐代表人 谢丰峰 董事会秘书 廖娅伶 投资者关系活动 主要内容介绍 1.2025 年有明确的毛利率提升计划吗? 答:尊敬的投资者,您好!公司将结合以下措施平衡战略投 入与利润修复,进而应对原材料对毛利率的冲击:1. 深度贯彻 六五战略规划,聚焦半导体、光伏等行业发展新机遇,优化资源 配置,提升产品竞争力。2. 持续研发投入,推动关键领域取得 进展,为长期可持续发展奠定基础。3. 利用期货套期保值业务 降低原材料价格波动风险,提升盈利稳定性。4. 优化内部管理, 整合资源,提质 ...
晶华新材: 晶华新材2024年年度股东大会会议资料
Zheng Quan Zhi Xing· 2025-05-09 08:45
Core Points - The company achieved a revenue of 1.885 billion yuan in 2024, representing a year-on-year growth of 20.94% [3][29] - The net profit attributable to the parent company was 67.03 million yuan, an increase of 18.50% compared to the previous year [3][29] - The company is focusing on high-quality development and optimizing production processes to enhance economic efficiency [3][4] Business Performance - The industrial adhesive materials segment saw significant improvements through refined management and optimization of production processes, leading to cost reduction and efficiency gains [3][4] - The company expanded its market share in domestic home decoration and outdoor sectors, achieving growth despite global trade tensions [3][4] - The electronic adhesive materials segment is deepening its focus on the automotive and battery sectors, with new product developments aimed at meeting high-performance requirements [4][5] Research and Development - The company has increased its R&D efforts, successfully developing high-performance adhesive products and biodegradable materials to meet market demands for sustainability [4][6] - Innovations in polymer technology have been implemented, including the use of thermal bulk polymerization for OCA adhesives, enhancing product stability and quality [6][7] Capacity Expansion - The company is advancing its capacity construction projects, including a new production line for electronic materials and a new facility for biodegradable materials, which are expected to be operational in 2025 [8][15] - The company aims to enhance its production efficiency and market competitiveness through automation and intelligent manufacturing [8][15] Financial Overview - The total assets of the company reached approximately 2.559 billion yuan, reflecting a 20.32% increase from the previous year [29] - The company reported a significant increase in cash flow from operating activities, amounting to 276.20 million yuan, up 86.83% year-on-year [29] Strategic Initiatives - The company is committed to enhancing its brand influence and customer relationships through active participation in industry exhibitions and technology exchanges [17][18] - A focus on talent development and collaboration with research institutions is being prioritized to support the company's innovation and growth strategies [18][19]