Workflow
箱式变电站
icon
Search documents
昊创瑞通节后两日连涨,智能配电“小巨人”彰显成长潜力
Cai Jing Wang· 2025-10-10 11:01
10月10日,昊创瑞通延续昨日涨势继续走高,截至收盘,公司股价报57.80元/股,涨幅9.18%,总市值 约64亿元。公司9月26日在深交所创业板成功上市,证券代码为301668,本次公开发行股票2790万股, 发行价21.00元/股。 昊创瑞通成立于2007年,专注智能配电设备及配电网数字化解决方案,核心产品包括智能环网柜、智能 柱上开关和箱式变电站,广泛应用于国家电网等新型电力系统建设。公司是国家级专精特新"小巨人"企 业、国家级绿色工厂、高新技术企业,并参与国家标准制定。 从财务数据来看,昊创瑞通2022年至2024年营业收入分别为5.60亿元、6.72亿元和8.67亿元,净利润分 别为6876.07万元、8740.74万元和1.11亿元,增长稳健。 随着我国智能电网和新型电力系统构建不断深入,配电设备智能化成为重要发展趋势,昊创瑞通的发展 前景将更加广阔。昊创瑞通融合电子、通信、网络、控制及传感技术,对传统配电设备进行创新优化, 采用智能化、一体化等设计,赋予产品测量数字化、控制网络化、状态可视化、功能一体化和信息互动 化特征,实现智能化升级。 昊创瑞通表示,将坚持"做精配网主业、适度外延发展"的发展 ...
明阳电气股价涨5.34%,长安基金旗下1只基金重仓,持有700股浮盈赚取1785元
Xin Lang Cai Jing· 2025-10-10 03:22
长安鑫富领先混合A(001657)基金经理为李坤。 截至发稿,李坤累计任职时间309天,现任基金资产总规模28.17亿元,任职期间最佳基金回报6.34%, 任职期间最差基金回报-0.43%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 10月10日,明阳电气涨5.34%,截至发稿,报50.33元/股,成交3.86亿元,换手率4.89%,总市值157.13 亿元。 资料显示,广东明阳电气股份有限公司位于广东省中山市南朗镇横门兴业西路6号,成立日期2015年11 月27日,上市日期2023年6月30日,公司主营业务涉及应用于新能源、新型基础设施等领域的输配电及 控制设备的研发、生产和销售。主营业务收入构成为:箱式变电站53.70%,变压器16.36%,成套开关 柜14.76%,其他13.51%,其他(补充)1.66%。 从基金十大重仓股角度 数据显示,长安基金旗下1只基金重仓明阳电气。长安鑫富领先混合A(001657)二季度持有股数700 股,占基金净值比例为0.43%, ...
明阳电气(301291):公司首次覆盖报告:新能源输配电翘楚,海外、海风、AIDC多域突破
KAIYUAN SECURITIES· 2025-09-30 03:18
Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [1]. Core Views - The company is a leading provider of intelligent distribution equipment in the domestic renewable energy sector, with a strong position in offshore wind power and a strategy for global expansion [4][5]. - Revenue projections for 2025-2027 are estimated at 80.43 billion, 101.96 billion, and 126.19 billion yuan, respectively, with net profits of 8.19 billion, 10.29 billion, and 12.78 billion yuan [4]. - The company's current price-to-earnings (PE) ratios for 2025, 2026, and 2027 are 18.7, 14.9, and 12.0, respectively, indicating a favorable valuation compared to peers [4]. Summary by Sections Company Overview - The company has been a key player in the distribution and control equipment sector since its establishment in 1993, achieving significant milestones in renewable energy equipment development [15]. - It has a concentrated ownership structure, with the actual controller holding 43.47% of shares, and a management team with extensive industry experience [20][22]. Financial Performance - The company has shown consistent revenue and profit growth, with a compound annual growth rate (CAGR) of 40.3% from 2020 to 2024 [27]. - In 2024, the company achieved a revenue of 6.44 billion yuan, with a year-on-year growth of 29.6% [8]. - The gross margin for 2024 was 22.3%, and the net margin was 10.3%, reflecting effective cost control [32][35]. Industry Insights - The renewable energy sector is experiencing stable growth, with increasing demand for wind and solar power, particularly in offshore wind, which has significant growth potential [50][51]. - The market for transformers in the wind and solar sectors is projected to reach 30.6 billion yuan by 2027, driven by the expansion of renewable energy installations [64].
昊创瑞通上市:业绩强劲增长,产品获市场广泛认可
Sou Hu Cai Jing· 2025-09-29 13:44
Core Viewpoint - Haocreat Ruitong Electric Equipment Co., Ltd. has officially listed on the Shenzhen Stock Exchange's Growth Enterprise Market, focusing on smart distribution equipment and digital solutions for distribution networks [1] Group 1: Company Overview - Haocreat Ruitong specializes in the research, production, and sales of smart distribution equipment, including smart ring main units, smart pole-mounted switches, and box-type substations [1] - The company has achieved significant revenue growth, with projected revenues of 560 million yuan, 672 million yuan, and 867 million yuan from 2022 to 2024, reflecting compound growth rates of 24.47% and 27.22% for net profits [2] Group 2: Industry Context - The power industry is a crucial foundation for China's economic and social development, with a steady increase in electricity demand driving the growth of the smart distribution equipment sector [2] - By the end of 2023, China's installed power generation capacity reached 2.922 billion kilowatts, a year-on-year increase of 14.0%, while total electricity consumption grew by 6.7% [2] Group 3: Financial Performance - In the first half of 2025, the company reported revenues of 451 million yuan, a year-on-year increase of 2.97%, and a net profit of 61.61 million yuan, up 15.80% [3] - As of June 16, 2025, the company had an order backlog of 750.53 million yuan, reflecting a year-on-year growth of 16.67% [3] Group 4: R&D and Competitive Advantage - The company has a strong R&D team, with 43 personnel, accounting for 11.35% of total employees, and 65.12% of employees holding at least a bachelor's degree [4] - R&D expenditures have shown significant growth, with amounts of 17.30 million yuan, 23.36 million yuan, and 32.32 million yuan over the report period, resulting in a compound growth rate of 36.69% [4] Group 5: Technological Achievements - Haocreat Ruitong has developed core technologies in areas such as fault location and self-healing technology for distribution networks, achieving international advanced levels in several products [5] - The company holds 132 patents, including 15 invention patents, and has participated in the formulation of two national standards [6]
昊创瑞通9月26日获融资买入4547.71万元,融资余额4191.69万元
Xin Lang Cai Jing· 2025-09-29 01:47
Group 1 - On September 26, Haocreat Ruitong's stock surged by 190.76%, with a trading volume of 1.188 billion yuan [1] - The financing buy-in amount for Haocreat Ruitong on the same day was 45.4771 million yuan, with a net financing buy-in of 41.9169 million yuan [1] - As of September 26, the total balance of margin trading for Haocreat Ruitong was 41.9169 million yuan, accounting for 2.98% of its market capitalization [1] Group 2 - As of September 26, the number of shareholders for Haocreat Ruitong reached 29,500, an increase of 246,050% compared to the previous period [2] - For the first half of 2025, Haocreat Ruitong reported operating revenue of 451 million yuan, a year-on-year increase of 2.97%, and a net profit attributable to shareholders of 61.6098 million yuan, reflecting a year-on-year growth of 15.80% [2]
C昊创上市首日获融资买入4547.71万元,占成交额的3.83%
Core Points - C Haocreat (301668) experienced a significant increase of 190.76% on its first trading day, with a turnover rate of 81.60% and a transaction volume of 1.188 billion yuan [2] - The stock's first-day margin trading saw a buy amount of 45.4771 million yuan, accounting for 3.83% of the total trading volume, with a latest margin balance of 41.9169 million yuan, representing 2.98% of the circulating market value [2] - The company specializes in the research, production, and sales of smart distribution equipment, including smart ring network cabinets, smart pole-mounted switches, and box-type substations [2] - On its debut, the stock attracted a net inflow of 355 million yuan from major funds, with large orders contributing 172 million yuan and 183 million yuan respectively [2] - The top five trading departments on the stock's first day had a total transaction of 94.3824 million yuan, with a net purchase of 49.5319 million yuan [2] Financial Data Summary - C Haocreat's first-day financing balance was 41.9169 million yuan, which is 2.98% of its circulating market value [2] - The stock's first-day performance was significantly higher compared to other recent IPOs, such as Jin Hua New Materials (133.00% increase) and C United Dynamics (147.60% increase) [2] - The stock's first-day margin trading details indicate no short selling balance, highlighting strong investor confidence [2]
[新股]昊创瑞通成功登陆创业板 智能配电设备细分龙头起航新征程
Quan Jing Wang· 2025-09-26 10:02
Core Viewpoint - Haocreat Ruitong officially listed on the Shenzhen Stock Exchange's Growth Enterprise Market, marking a significant milestone for the company focused on smart distribution equipment and digital solutions for distribution networks [1] Group 1: Company Overview - Haocreat Ruitong specializes in smart distribution equipment and digital solutions for distribution networks, leveraging national strategic initiatives such as "carbon peak and carbon neutrality" to drive innovation and development [2] - The company has developed key technologies including fault location and self-healing technology for distribution networks, IoT-enabled sensing components, high-precision power sensor technology, and low-pressure sealed air-insulated technology [2] Group 2: Stock Market Performance - The initial public offering price was set at 21.00 yuan per share, with the stock opening at 58.00 yuan and peaking at 75.00 yuan before closing at 61.06 yuan, representing a 190.76% increase on the first day [1] - The total market capitalization reached 6.717 billion yuan, with a trading volume of 18.81 million shares and a turnover of 1.188 billion yuan, indicating a high turnover rate of 81.60% [1] Group 3: Future Plans and Investments - The company plans to use the raised funds of approximately 58.59 million yuan for projects including the production of smart ring network cabinets, smart pole-mounted switches, and the establishment of a smart distribution research center [3][4] - The projects aim to enhance production scale, automation, and information technology levels, thereby improving the company's competitive edge and ensuring sustainable operations [4]
昊创瑞通成功登陆深交所!
Quan Jing Wang· 2025-09-26 09:02
Group 1 - HCRT officially entered the capital market on September 26, marking a new chapter in its development [1] - Beijing HCRT Electrical Equipments Co., Ltd. was established in February 2007 and focuses on smart distribution equipment and digital solutions for distribution networks [1] - The company specializes in the research, production, and sales of smart distribution equipment, including smart ring main units, smart pole-mounted switches, and box-type substations [1] Group 2 - The successful listing of HCRT is a significant milestone in the company's development and reflects its strengths in technology innovation, market layout, management team, and brand building [5] - The company aims to leverage this listing as an opportunity to continue its innovation-driven and quality-focused development philosophy, enhancing its core competitiveness in the smart distribution equipment sector [5]
昊创瑞通上市募5.9亿首日涨191% 依赖国网曾被“停标”
Zhong Guo Jing Ji Wang· 2025-09-26 08:11
Core Viewpoint - Haocreat Ruitong Electric Equipment Co., Ltd. has successfully listed on the Shenzhen Stock Exchange's ChiNext board, with a closing price of 61.06 yuan, reflecting a significant increase of 190.76% on its first day of trading [1]. Company Overview - Haocreat Ruitong specializes in smart distribution equipment and digital solutions for distribution networks, focusing on the research, production, and sales of products such as smart ring main units, smart pole-mounted switches, and box-type substations [1]. Shareholding Structure - The major shareholders are Duan Youtao and Zhang Lingli, who together control 75.03% of the company. Duan Youtao holds 38.00% directly and 4.87% indirectly through a partnership, while Zhang Lingli holds 32.16% directly. They are a married couple, with Duan serving as Chairman and General Manager, and Zhang as a Director and Deputy General Manager [1]. Fundraising and Financials - The company raised a total of 585.90 million yuan, with a net amount of 516.15 million yuan after deducting issuance costs. This net amount exceeded the original plan by 39.62 million yuan [3]. - The funds will be allocated to projects including the production of smart ring main units, smart pole-mounted switches, and the establishment of a smart distribution research center, as well as to supplement working capital [3]. Financial Performance - From 2022 to 2024, the company reported revenues of 559.80 million yuan, 672.37 million yuan, and 867.25 million yuan, respectively, with net profits of 68.76 million yuan, 87.41 million yuan, and 111.29 million yuan [4]. - For the first half of 2025, the company achieved a revenue of 450.80 million yuan, a year-on-year increase of 2.97%, and a net profit of 61.61 million yuan, reflecting a growth of 15.80% [6]. Customer Concentration - The State Grid Corporation is the largest customer, accounting for a significant portion of sales, with revenues from this customer being 350 million yuan, 498 million yuan, and 619 million yuan over the past three years, representing 91.87%, 88.92%, and 91.99% of total sales, respectively [11]. - The gross profit from sales to the State Grid has consistently exceeded 93% over the last three years, indicating a heavy reliance on this customer [11]. Market Position and Challenges - The company faced challenges due to quality issues, resulting in a six-month suspension of bidding qualifications for certain products from the State Grid's subsidiaries, which negatively impacted its operational performance and brand reputation [11].
N昊创首日涨190.76% 成交11.88亿元
Group 1 - The company N Haocreat (301668) was listed today, opening with a rise of 176.19%, and closing with an increase of 190.76%, with a total trading volume of 18.81 million shares and a turnover of 1.188 billion yuan, resulting in a turnover rate of 81.60% [2] - The company primarily engages in the research, production, and sales of smart distribution equipment, with key products including smart ring network cabinets, smart pole-mounted switches, and box-type substations [2] - The total number of shares issued in this offering was 27.90 million, with an online issuance of 11.56 million shares at a price of 21.00 yuan per share, resulting in a price-to-earnings ratio of 21.02, compared to the industry average of 22.81 [2] Group 2 - The company raised a total of 586 million yuan from the initial public offering, with the funds primarily allocated to the production construction project of smart ring network cabinets, the establishment of a smart distribution research and development center, the production construction project of smart pole-mounted switches, and to supplement working capital [2]