离心式压缩机

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东亚机械2025年中报简析:营收净利润同比双双增长,公司应收账款体量较大
Zheng Quan Zhi Xing· 2025-08-26 23:41
据证券之星公开数据整理,近期东亚机械(301028)发布2025年中报。截至本报告期末,公司营业总收 入6.26亿元,同比上升3.44%,归母净利润1.25亿元,同比上升4.36%。按单季度数据看,第二季度营业 总收入3.25亿元,同比上升0.74%,第二季度归母净利润6913.76万元,同比上升0.34%。本报告期东亚 机械公司应收账款体量较大,当期应收账款占最新年报归母净利润比达88.46%。 本次财报公布的各项数据指标表现尚佳。其中,毛利率31.65%,同比减2.93%,净利率20.01%,同比增 0.89%,销售费用、管理费用、财务费用总计4009.2万元,三费占营收比6.4%,同比增7.25%,每股净资 产4.12元,同比增11.43%,每股经营性现金流0.23元,同比增24.64%,每股收益0.33元,同比增3.12% | 东亚机械 最新财务摘要 | | --- | 投资活动产生的现金流量净额变动幅度为37.29%,原因:购买理财产品减少。 | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 6.05亿 ...
冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20250825-2
2025-08-25 07:22
冰轮环境技术股份有限公司投资者关系活动记录表 证券代码:000811 证券简称:冰轮环境 | | 活动期间谈论的主要内容如下: | | --- | --- | | | 一、讨论了业务情况和产业板块 | | | 公司致力于在能源和动力领域提供先进的系统解决方案和 | | | 全生命周期服务,主要产品形式为压缩机和换热装置,实施温控、 | | | 增压等冷热能管理功能,覆盖-271℃-200℃温度区间。具体有螺 | | | 杆式压缩机、离心式压缩机、吸收式制冷机、活塞式压缩机、涡 | | | 旋式压缩机、工业热泵、储能蓄能装置、真空冻干设备、速冻装 | | | 置、换热设备、船用制冷设备、多联机等。 | | | 公司打造了全系列磁悬浮压缩机产品矩阵,有着显著的技术 | | | 优势和市场表现。磁悬浮压缩机在北京冬奥村项目中表现出色, | | | 展现了产品的可靠性和高效性。参与《离心式制冷剂压缩机》和 | | | 《无油悬浮离心式冷水(热泵)机组》两项国家标准起草。 | | | 从客户行业维度看公司产品广泛应用于食品/农副产品冷冻 | | | 冷藏及深加工、冷链物流基地建设、食品/药品真空冻干、冰雪 | | | ...
冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20250822-2
2025-08-22 08:08
Group 1: Financial Performance - In the first half of 2025, the company achieved revenue of 3.12 billion CNY, a year-on-year decline of 7%, with a net profit attributable to shareholders of 266 million CNY, down 20% year-on-year [4] - The second quarter saw a year-on-year revenue increase, with domestic business revenue at 2.1 billion CNY, while overseas business grew significantly by 30%, reaching 1.02 billion CNY [4] Group 2: Business Segments and Products - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with key products including compressors and heat exchangers, covering a temperature range of -271℃ to 200℃ [4] - The low-temperature refrigeration segment generated revenue of 1.73 billion CNY, accounting for 55% of total revenue, while the HVAC segment contributed 1.2 billion CNY, making up 39% [4] Group 3: Data Center Applications - The company’s subsidiaries provide cooling equipment for data centers, including variable frequency centrifugal chillers and integrated natural cooling function screw chillers, which have been recognized in the national green data center technology catalog [5] - Successful projects include major data centers across China and collaborations with local integrators in North America, Australia, Southeast Asia, and the Middle East [5] Group 4: Nuclear Power Industry - The company is actively involved in the nuclear power sector, focusing on core applications such as nuclear island cooling and heat recovery, with innovative technologies developed for safe and efficient energy use [6][7] - It has provided services to multiple nuclear power stations in China, enhancing operational safety and efficiency [6][7] Group 5: Industrial Heat Management - In line with national carbon reduction strategies, the company has launched comprehensive industrial heat control solutions, integrating high-temperature and wide-temperature range heat pump technologies [8] - The solutions aim to achieve efficient energy recovery and utilization across various industrial applications, reflecting the company's long-term strategic vision [8]
冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20250821
2025-08-22 00:08
Group 1: Financial Performance - In the first half of 2025, the company achieved revenue of 3.12 billion CNY, a year-on-year decline of 7% [3] - The net profit attributable to shareholders was 266 million CNY, down 20% year-on-year [3] - Domestic business revenue was 2.1 billion CNY, while overseas business grew significantly by 30%, reaching 1.02 billion CNY [3] Group 2: Business Strategy and Product Offerings - The company focuses on providing safe, environmentally friendly, and energy-efficient smart green energy system solutions [3] - Key products include compressors and heat exchangers, covering a temperature range from -271°C to 200°C [3] - The low-temperature refrigeration segment generated 1.73 billion CNY, accounting for 55% of total revenue, while the HVAC segment contributed 1.2 billion CNY, making up 39% [3] Group 3: Market Applications and Innovations - The company’s products are widely used in various sectors, including food processing, cold chain logistics, and industrial cooling systems [3] - The company has developed a full range of magnetic levitation compressor products, showcasing significant technological advantages [3] - Recent innovations include a helium compressor for superconducting magnets, which operates at near absolute zero temperatures [7] Group 4: Industry Engagement and Standards - The company participated in drafting national standards for centrifugal refrigerant compressors and oil-free centrifugal chillers [3] - It has successfully served numerous data centers and nuclear power plants, enhancing its reputation in the industry [4][5] - The company’s low-carbon energy-saving technologies have been recognized as national demonstration technologies [4]
汉钟精机:半导体真空泵已通过部分国内芯片制造商认可并开始批量供货
Xin Lang Cai Jing· 2025-08-19 07:37
Core Viewpoint - The company has successfully gained recognition from several domestic chip manufacturers for its semiconductor vacuum pumps and has begun bulk supply, while also collaborating with new clients and testing new processes [1] Group 1: Semiconductor Vacuum Pumps - The company’s semiconductor vacuum pumps have received approval from some domestic chip manufacturers and are now in bulk production [1] - New clients and new processes are still undergoing testing and validation [1] - The company is collaborating with multiple semiconductor equipment firms to promote the localization process [1] Group 2: Centrifugal Compressors - The performance of centrifugal compressors, including both standard and magnetic suspension types, has seen growth in the first half of this year [1] - Despite the growth, the contribution of centrifugal compressors to the overall performance remains relatively small [1]
汉钟精机(002158.SZ):半导体真空泵已通过部分国内芯片制造商的认可并开始批量供货
Ge Long Hui· 2025-08-19 07:36
格隆汇8月19日丨汉钟精机(002158.SZ)于投资者互动平台表示,公司半导体真空泵已通过部分国内芯片 制造商的认可并开始批量供货,同时部分新客户和新工艺仍在配合测试验证中。此外,公司已与多家半 导体设备企业合作,逐步推动国产化进程,并在部分制程中实现小批量应用。离心式压缩机(包括普通 离心和磁悬浮离心)今年上半年的业绩有所增长,占整体业绩比重还较小。 ...
杰瑞股份(002353):业绩和现金流显著改善,海外业务有望持续突破
Changjiang Securities· 2025-08-11 02:13
Investment Rating - The investment rating for the company is "Buy" and is maintained [8]. Core Views - The company reported significant improvements in performance and cash flow, with overseas business expected to continue its breakthrough [2][6]. - In the first half of 2025, the company achieved total revenue of 6.901 billion yuan, a year-on-year increase of 39.21%, and a net profit attributable to shareholders of 1.241 billion yuan, up 14.04% year-on-year [2][6]. - The second quarter saw total revenue of 4.214 billion yuan, a 49.12% increase year-on-year, and a net profit of 775 million yuan, an 8.78% increase year-on-year [2][6]. Summary by Sections Financial Performance - The company's main business revenue significantly increased, with a notable performance in the first half and Q2 [2][6]. - The high-end equipment manufacturing segment maintained its leading position, with revenue growth of 22.42% [2][6]. - The oil and gas engineering and technical services business saw an 88.14% increase in revenue, with a gross margin improvement of 6.62% [2][6]. Cash Flow and Profitability - The company's gross profit margin for the first half of 2025 was 32.19%, a decrease of 3.64 percentage points year-on-year, while the net profit margin was 18.4%, down 4.07 percentage points year-on-year [2][6]. - Operating cash flow for the first half of 2025 was 3.14 billion yuan, a 196% increase year-on-year, with a cash flow to performance ratio of 253%, up 156% year-on-year [2][6]. International Strategy - The company is actively pursuing an international strategy, with overseas market revenue reaching 3.295 billion yuan, a 38.38% increase year-on-year [2][6]. - New orders from overseas markets increased by 24.16% year-on-year, indicating strong growth momentum [2][6]. Order Backlog and Management Confidence - The company secured new orders worth 9.881 billion yuan in the first half of 2025, a 37.65% increase year-on-year, with a backlog of 12.386 billion yuan, up 34.76% year-on-year [2][6]. - The company has repurchased shares worth 106 million yuan and the controlling shareholder has increased holdings by 6 million yuan, reflecting confidence in future development [2][6].
【杰瑞股份(002353.SZ)】订单大幅增长,油气工程、天然气设备收入同比接近翻倍——25年中报点评(黄帅斌/陈佳宁/夏天宇)
光大证券研究· 2025-08-09 00:04
点击注册小程序 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 营收、净利润均实现大幅增长 杰瑞股份2025H1实现营业收入69.0亿元,同比增长39.2%;归母净利润12.4亿元,同比增长14.0%。公司毛利率 为32.2%,同比下降3.6个百分点;净利率为18.4%,同比下降4.1个百分点。公司拟每股中期分红0.15元(含 税)。 设备、工程板块收入双双高增,天然气业务拓展迅速 2025H1公司高端装备制造业务实现营收42.2亿元,同比增长22.4%;油气工程及技术服务业务实现营收20.7亿 元,同比增长88.1%。公司天然气相关业务(涵盖设备与工程领域)实现收入同比增长112.7%,新增订单提升 43.3%。公司成功签署国内大型储气库离心式压缩机供货合同,合同总金额约5亿元人民币,这 ...
杰瑞股份(002353):中报业绩优异、现金流显著改善,持续看好公司长期表现
Tianfeng Securities· 2025-08-08 09:41
公司发布 2025 年半年报,业绩表现优异,经营现金流持续改善。 收入端:25H1 收入 69 亿元、同比+39%,25Q2 收入 42 亿元、同比+49%。 其中 25H1 国内收入占比 52.25%、收入同比+39.97%,海外收入占比 47.75%、 收入同比+38.38%。同时公司多措并举严控两金,经营现金流持续改善, 25H1 经营性现金流净额 31.44 亿元,同比增加 20.83 亿元。 收入增长主要系油气工程及技术服务板块同比+88.14%,天然气相关业务实 现收入同比增长 112.69%。此外 25H1 公司获取新订单 98.81 亿元,同比 +37.65%,截至今年上半年度末存量订单 123.86 亿元,同比+34.76%,为后 续收入表现奠定坚实基础。 利润端:25H1 归母净利润 12.4 亿元、同比+14%,扣非归母净利润 12.3 亿 元、同比+33.9%。25Q2 归母净利润 7.75 亿元、同比+8.8%,扣非归母净利 润 7.69 亿元、同比+37.46%,主要系去年同期 1.68 亿元非流动资产处置收 益影响。 公司报告 | 半年报点评 盈利能力端:25H1 毛利率/归母净 ...
新锦动力(300157.SZ):目前公司与雅江集团无业务合作
Ge Long Hui· 2025-08-04 07:08
Core Viewpoint - New Jin Power (300157.SZ) emphasizes its focus on gas supply and technical services through its subsidiary, Yajiang Hengpu Natural Gas Co., Ltd, while highlighting its leading position in the compressor business for chemical production equipment [1] Company Overview - The company has developed its own "NEWICM" brand centrifugal compressors, which are critical equipment for the production of synthetic ammonia, urea, caustic soda, and methanol [1] - New Jin Power's compressors are positioned in the international first tier for syngas compressor units, CO2 compressor units, and chlorine compressor units [1] Market Opportunities - The company recognizes the market opportunities presented by national major projects and is attentive to potential business opportunities arising from these initiatives [1]