箔及精密结构件
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北交所万里行|驾驭新材料填补行业空白,镍基材料远航精密
Xin Jing Bao· 2025-11-18 08:18
在远航精密厂区的展示厅内,记者发现其主要产品为镍带、箔及精密结构件,被广泛应用于消费电子、 新能源汽车、电动工具、电动二轮车、储能、航空航天及金属纪念币等领域。 深耕精密镍基导体材料领域近二十年的江苏远航精密合金科技股份有限公司(简称"远航精密")是我国 镍基新材料行业的龙头企业。 今年前三季度营业收入创历史新高 今年前三季度,受益于终端应用市场新能源汽车渗透率提高、储能市场快速发展,氢能产业发展带来市 场机遇,叠加部分海外终端客户受关税影响提前备货,远航精密的镍基导体材料和精密结构件需求增长 明显。 前三季度公司实现营业收入7.69亿元,同比增长26.71%,创历史新高,实现归母净利润4099.49万元, 扣非后同比增长7.81%。 远航精密董事长、总经理周林峰在接受新京报贝壳财经记者专访时表示,"目前公司在产品性能、生产 效率及成本控制上具备显著优势,未来随着公司募投项目逐步投产,公司产能规模将进一步扩大,持续 释放增长潜力。" 11月14日,远航精密董事长、总经理周林峰向记者介绍公司发展历程。新京报贝壳财经记者俞金旻 摄 据了解,公司已与多家电池厂商就下一代电池技术展开合作,技术优势显著。这一技术布局不 ...
远航精密(920914):2025Q3营收yoy+29%,推进极薄镍基材料研发旨在适配更高精度新能源应用场景
Hua Yuan Zheng Quan· 2025-11-06 08:48
Investment Rating - The investment rating for the company is "Accumulate" (maintained) [5] Core Views - The company achieved a revenue growth of 29% year-on-year in Q3 2025, driven by the development of ultra-thin nickel-based materials aimed at higher precision applications in the new energy sector [5][7] - The company has established a one-stop supply system from materials to finished products, deeply binding with leading battery manufacturers such as Zhuhai Guanyu and CATL, enhancing its competitive edge [7] - The ongoing research and development of ultra-thin nickel-based materials is expected to meet the requirements for high-precision applications, while the hydrogen energy sector is also showing growth potential [7] Financial Performance Summary - Revenue for 2025 is projected to be 1,008 million yuan, with a year-on-year growth rate of 18.33% [6] - The net profit attributable to the parent company for 2025 is estimated at 64 million yuan, reflecting a year-on-year decrease of 5.61% [6] - Earnings per share (EPS) for 2025 is expected to be 0.64 yuan, with a projected price-to-earnings (P/E) ratio of 51.25 [6][8] Business Development Insights - The company has been focusing on vertical integration, starting from self-produced nickel strips and foils to precision structural component manufacturing, which reduces supply chain complexity and enhances profitability [7] - The company aims to achieve a net profit growth target of 18% by 2025 through cost control and resource optimization, leveraging opportunities in new energy and green technologies [7] - The diverse application of products across consumer electronics, energy storage batteries, and hydrogen production equipment helps mitigate risks associated with reliance on a single market [7]