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同飞股份8月26日获融资买入6193.05万元,融资余额2.13亿元
Xin Lang Cai Jing· 2025-08-27 01:45
截至6月30日,同飞股份股东户数1.26万,较上期增加27.29%;人均流通股6153股,较上期减少 21.09%。2025年1月-6月,同飞股份实现营业收入12.64亿元,同比增长58.04%;归母净利润1.25亿元, 同比增长466.71%。 融资方面,同飞股份当日融资买入6193.05万元。当前融资余额2.13亿元,占流通市值的1.74%,融资余 额超过近一年90%分位水平,处于高位。 融券方面,同飞股份8月26日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元; 融券余量0.00股,融券余额0.00元,超过近一年70%分位水平,处于较高位。 资料显示,三河同飞制冷股份有限公司位于河北三河经济开发区崇义路30号,成立日期2001年1月11 日,上市日期2021年5月12日,公司主营业务涉及工业温控设备的研发、生产和销售。主营业务收入构 成为:液体恒温设备70.43%,电气箱恒温装置14.48%,纯水冷却单元8.60%,特种换热器3.43%,其他 3.06%。 8月26日,同飞股份涨0.56%,成交额4.05亿元。两融数据显示,当日同飞股份获融资买入额6193.05万 元,融资 ...
【同飞股份(300990.SZ)】数据中心液冷需求提升,公司业绩有望迎来新增长极——动态跟踪(黄帅斌/庄晓波)
光大证券研究· 2025-08-23 00:06
查看完整报告 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 事件: 2025年8月13-15日,第四届EESA储能展在上海举办,公司携多款储能温控产品(变频液冷单元、变频 直冷单元、工业空调等)亮相展会现场。 点评: 聚焦核心领域温控,客户资源稳定优质 点击注册小程序 目前公司产品主要包括液体恒温设备、电气箱恒温装置、纯水冷却单元和特种换热器等四大类,聚焦数控 装备(包括数控机床、激光设备等)、电力电子(包括输变电、电气传动等)、储能、半导体、数据中心 等核心领域,积极扩大市场份额;同时前瞻布局氢能、医疗器械等赛道,不断培育新增长点。公司在工业 温控行业深耕多年,积累了大量优质稳定客户,在数控装备领域,公司客户包括海天精工、纽威数控等企 业;在电力电子温控领域客户包括思源电气、四方股份等;在储能领域, ...
同飞股份:25Q1毛利率环比持续提升,期待公司数据中心、半导体温控收入放量-20250506
GOLDEN SUN SECURITIES· 2025-05-06 01:23
Investment Rating - The report maintains a "Buy" rating for the company [4]. Core Views - The company achieved a revenue of 2.16 billion yuan in 2024, representing a year-on-year increase of 17.07%. However, the net profit attributable to the parent company was 153 million yuan, a decrease of 15.87% year-on-year. Notably, the revenue for Q4 2024 was 787 million yuan, up 51.65% year-on-year, and the net profit for the same quarter was 84 million yuan, exceeding the total net profit of the first three quarters combined [1]. - In Q1 2025, the company reported a revenue of 574 million yuan, a significant increase of 109.02% year-on-year, and a net profit of 62 million yuan, marking a staggering increase of 1104.89% year-on-year [1]. - The company anticipates substantial growth in revenue from data centers and semiconductor temperature control solutions [2]. Financial Performance Summary - In 2024, the company's liquid temperature control equipment revenue reached 1.466 billion yuan, a year-on-year increase of 20.65%, with a gross margin of 21.22%, down 3.93 percentage points year-on-year. The revenue from energy storage temperature control was approximately 1.176 billion yuan, up 30% year-on-year [2]. - The company has expanded its client base in the semiconductor manufacturing equipment sector, including notable clients such as Northern Huachuang and Jing Sheng Machinery [2]. - The financial projections for the company indicate expected net profits of 288 million yuan, 425 million yuan, and 608 million yuan for 2025, 2026, and 2027, respectively, reflecting year-on-year growth rates of 87.6%, 47.7%, and 43.1% [4][5]. Key Financial Metrics - The company's revenue for 2023 was 1.845 billion yuan, with a projected revenue of 3.404 billion yuan for 2025, indicating a growth rate of 57.6% [5]. - The earnings per share (EPS) for 2024 is projected to be 0.91 yuan, with an expected increase to 1.70 yuan in 2025 [5]. - The net profit margin for 2024 is projected to be 7.1%, with expectations of improvement in subsequent years [10].