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冠盛股份2025年上半年营收同比增长8.22% 新能源与全球化战略双线发力
Zheng Quan Shi Bao Wang· 2025-08-21 14:20
8月21日晚,冠盛股份(605088.SH)发布2025年半年度报告,报告期内,公司实现营业收入20.34亿 元,同比增长8.22%;归属于上市公司股东的净利润1.62亿元,同比增长2.73%,扣除非经常性损益后的 净利润为1.56亿元,同比增幅达18.88%。 资料显示,作为深耕汽车后市场近四十年的企业,冠盛股份主要产品涵盖等速万向节、传动轴总成、轮 毂轴承单元、橡胶减振系列、转向和悬挂件、减振器系列等,营销网络覆盖海外120多个国家和地区。 公司认为,2025上半年,公司在复杂的全球经济环境下,凭借"自有品牌、全球仓网系统、本土化分销 团队、产品管理"四位一体的核心竞争力实现逆势增长。 在全球供应链布局方面,公司持续升级GSP全球一体化仓网体系,新增欧洲中心仓与中东仓储中心,通 过大数据预测模型和库存计划模型优化供应链流程,不仅提升了履约效率,还降低了全链路供应链成 本。同时,东南亚供应链中心通过核心厂房布局优化实现运营效率提升与产能倍增,进一步增强了区域 供应链韧性,为全球化服务提供有力支撑。 在主营业务稳步推进的同时,冠盛股份积极开拓第二增长曲线,新能源业务取得关键进展。报告显示, 公司控股子公司冠盛 ...
主力资金丨突然拉升,主力重金抢筹这只热门股
Zheng Quan Shi Bao Wang· 2025-05-14 10:48
Core Viewpoint - The main focus of the news is on the net inflow and outflow of funds across various industries in the Chinese stock market, highlighting significant movements in specific sectors and individual stocks. Industry Summary - The total net outflow of main funds from the Shanghai and Shenzhen markets today was 68.25 billion yuan, with the ChiNext board experiencing a net outflow of 25.98 billion yuan, while the CSI 300 index saw a net inflow of 10.17 billion yuan [2]. - Among the 24 industries that rose, the non-bank financial sector led with a gain of 3.99%, followed by transportation at 1.79%, and food and beverage, comprehensive, and retail sectors all rising over 1% [2]. - In contrast, the defense and military industry had the largest decline at 0.74%, with beauty care, machinery, and social services also dropping more than 0.15% [3]. - Eight industries experienced net inflows, with the non-bank financial sector leading at 30.14 billion yuan, followed by the computer industry with a net inflow of 9.57 billion yuan. The food and beverage and non-ferrous metal industries each saw inflows exceeding 4.4 billion yuan [3]. - The electronic industry faced the highest net outflow, exceeding 22 billion yuan, followed by the power equipment and defense industries, each with outflows over 12 billion yuan [4]. Company Summary - A total of 22 stocks had net inflows exceeding 2 billion yuan, with 8 stocks seeing inflows over 4 billion yuan. Notably, Dongfang Fortune surged over 8% in the afternoon, leading with a net inflow of 19.81 billion yuan [5]. - Other notable stocks with significant net inflows included Wuliangye with 6.17 billion yuan, and several securities firms like GF Securities and Xiyang Bearing also saw substantial inflows [6]. - On the downside, Tuo Wei Information had the highest net outflow at 5.02 billion yuan, along with other companies like Wantong Technology and CITIC Securities also experiencing significant outflows [7]. - In the tail-end trading session, 17 stocks had net inflows exceeding 1 billion yuan, with Xiyang Bearing leading at 5.07 billion yuan, reporting a projected revenue of 1.455 billion yuan for 2024, a year-on-year increase of 4.36% [8].
冠盛股份(605088):2024年业绩稳健增长,估值下有底上有力
Huaan Securities· 2025-04-01 07:44
Investment Rating - The investment rating for the company is "Buy" (maintained) [7] Core Views - The company is expected to achieve steady growth in 2024, with projected revenue of 40.20 billion yuan, a year-on-year increase of 26%, and a net profit attributable to the parent company of 2.98 billion yuan, a year-on-year increase of 5% [7] - The company has shown strong revenue growth in North America and domestically, with new products continuously being developed [7] - The automotive aftermarket is considered to have stable attributes, and the company's high growth in revenue in North America and domestically is expected to be sustainable [7] Financial Performance Summary - Revenue for 2024 is projected at 40.20 billion yuan, with a year-on-year growth of 26.4% [6] - Net profit attributable to the parent company is expected to be 2.98 billion yuan in 2024, with a year-on-year increase of 4.8% [6] - The gross profit margin for 2024 is projected to be 25.5%, a decrease of 1.5 percentage points year-on-year [7] - The company anticipates a net profit of 3.8 billion yuan in 2025, 4.6 billion yuan in 2026, and 5.8 billion yuan in 2027, with corresponding growth rates of 28%, 20%, and 28% [7] Regional Revenue Breakdown - In 2024, revenue from Europe is expected to be 14.7 billion yuan (up 14% year-on-year), North America 9.1 billion yuan (up 42%), Asia and Africa 7.1 billion yuan (up 13%), domestic revenue 6.0 billion yuan (up 78%), and South America 3.2 billion yuan (up 19%) [7] - The revenue from the product categories includes: drive shafts 14.8 billion yuan (up 23%), constant velocity joints 5.8 billion yuan (up 9%), hub bearings 6.6 billion yuan (up 27%), rubber dampers 3.9 billion yuan (up 23%), corner modules 4.2 billion yuan (up 40%), and others 4.8 billion yuan (up 66%) [7] Valuation Metrics - The projected P/E ratios for 2025, 2026, and 2027 are 18.04, 15.04, and 11.79 respectively [6] - The projected P/B ratios for the same years are 2.42, 2.08, and 1.77 [6] - The EV/EBITDA ratios are projected to be 12.49, 10.44, and 8.26 for 2025, 2026, and 2027 respectively [6]
突然,集体跳水!
证券时报· 2025-03-21 09:34
Market Overview - A-shares experienced a significant decline today, with the Shanghai Composite Index dropping over 1% and falling below 3400 points, while the ChiNext and STAR Market indices fell more than 2% [1][2] - The Hong Kong market also saw a downturn, with the Hang Seng Index decreasing nearly 2% and falling below 24000 points, and the Hang Seng Tech Index dropping over 3% [1][2] Automotive Industry - The automotive supply chain stocks faced substantial declines, with companies like Taide Co. falling over 16%, and BYD, which has a market capitalization exceeding 1 trillion, dropping 7% after reaching a historical high of 400 yuan [4][5] - Longyuan Automotive's stock fell over 4% amid reports of multiple app failures affecting vehicle access for owners, leading to a temporary inability to unlock vehicles [5] Ocean Economy Concept - The ocean economy sector saw a strong rally, with companies like Haimer Technology and Shaoyang Hydraulic hitting the daily limit up of 20%, and ShenKai Co. achieving a seven-day consecutive limit up [6][7] - The government has prioritized "deep-sea technology" as a key emerging industry, indicating a strategic shift towards industrial application from research exploration, which is expected to drive growth in deep-sea resource extraction and related technologies [7][8]
飞一般的感觉!一天7倍,单日换手率超80%!中签股民赚麻了!海洋经济爆发,这些板块掀起涨停潮...
雪球· 2025-03-20 07:45
Market Overview - The market experienced fluctuations with the ChiNext index leading the decline, closing down 1% while the Shanghai Composite Index fell by 0.51% and the Shenzhen Component Index decreased by 0.91% [2] - The total trading volume in the Shanghai and Shenzhen markets was 1.44 trillion yuan, a decrease of 24.9 billion yuan compared to the previous trading day, with over 3,200 stocks declining [3] Sector Performance - Sectors such as deep-sea technology, military industry, coal, and wind power saw significant gains, while data center power supply, gaming, liquor, and consumer electronics faced notable declines [4] New Stock Performance - The newly listed stock Jiangnan New Materials surged over 700% during intraday trading, achieving the largest first-day gain for a new stock this year [5][6] - Jiangnan New Materials opened at a 526.19% increase and closed with a 606% rise, reaching a market capitalization of 10.8 billion yuan and a turnover rate of 85% [7][10] Company Insights - Jiangnan New Materials is a key supplier of materials in the PCB industry chain, focusing on the research, production, and sales of electronic circuit copper-based new materials, with a market share of 24% globally and 41% domestically in the copper ball product segment [10] - The company reported a 34.83% year-on-year increase in net profit for 2023 and anticipates a further 24.37% growth in 2024, with projected revenues for Q1 2025 expected to grow by 19.02% to 29.53% year-on-year [10] Robotics Sector - The humanoid robot concept stocks have become active, with Xiangyang Bearing hitting the limit up, and other companies like Shuanglin Shares and Baisheng Intelligent rising over 10% [12] - The rapid development of humanoid robots in China has been highlighted by recent technological breakthroughs, including a robot capable of performing a side flip [15] Marine Economy - The marine economy sector saw significant growth, with companies like Tianhai Defense and Yaxing Anchor Chain experiencing over 10% increases [18] - The Shanghai Municipal Oceanic Administration announced plans for marine industry development, which is expected to drive GDP growth and enhance the scale of the marine economy [20]