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业绩筑底回升态势明朗,粉末冶金加速商业化撬动天工国际价值跃升
Zhi Tong Cai Jing· 2025-08-27 00:54
在7个交易日放量累涨近40%后,天工国际(00826)于8月25日迎来中报"放榜"。 若对当前行业环境有深入了解,便能发现天工国际此份业绩的"含金量",其于"逆风"环境下仍展现出了强大的业务韧性,而这背后,得益于公司长期坚持的 产品高端化战略渐入收获期,特别是在粉末冶金领域,其搭建的平台已实现对粉末冶金技术的多维商业化,这意味着天工国际已持续引领我国高端制造的粉 末冶金之路,其价值也正被市场所挖掘和重视。 国内市场成业绩稳健发展"压舱石 2025年上半年,由于全球地缘政治的持续不稳以及贸易摩擦的加剧,全球经济的复杂性和不确定性仍深度交织,我国出口贸易面对着更复杂的挑战,这令出 口企业的经营面临着相对较大的压力,天工国际亦不可避免的受到了影响,各产品线的外销收入有不同程度的下滑。 但国内经济发展势头稳健,据国家统计局数据显示,2025年上半年我国的GDP增长率为5.3%,较同期上升0.3个百分点,规模以上的高技术制造业增加值同 比增长9.7%,其中运输指标制造业、电气机械、器材制造这三个行业的增加值分别为11.4%、10.1%、11.4%的双位数增幅,这令国内的特钢需求呈现回暖趋 势。 作为持续发力高端化产品的 ...
2024年全球粉末冶金行业发展现状及趋势概况 全球粉末冶金行业市场规模约为251亿美元【组图】
Qian Zhan Wang· 2025-08-06 05:13
Core Insights - The global powder metallurgy industry is experiencing significant growth, with the market size projected to reach approximately $25.1 billion in 2024 and nearly $33 billion by 2030, reflecting a compound annual growth rate (CAGR) of 4.5% from 2025 to 2030 [8][10]. Industry Overview - The development of powder metallurgy has evolved through three main stages: the nascent period, the technological formation period, and the industrial explosion period, dating back to 300 BC [1]. - The automotive industry is the primary driver of the powder metallurgy market, accounting for about 40% of applications in 2023, followed by aerospace at 36%, and commercial machinery and electrical electronics at 10% and 7%, respectively [6]. Competitive Landscape - GKN Group is identified as the leading player in the global powder metallurgy market, with significant historical development, technological reserves, and strategic influence [3]. - Other notable companies in the first tier include Sumitomo Electric, Bohai Licheng, and Sandvik, which possess strong technical accumulation and market positions [3]. - Domestic companies such as Dongmu Co. and Antai Technology are positioned in the second tier, making strides in the rapidly growing Asian market [3]. Market Dynamics - The recovery of the global macroeconomic environment and the revitalization of the manufacturing industry are contributing to the gradual return of the market to pre-pandemic levels, with increased applications of powder metallurgy products across various downstream sectors [9]. - The demand for powder metallurgy products in the automotive sector is expected to continue growing steadily, alongside expanding applications in the medical field and rapid demand growth in aerospace and military sectors [10].
九菱科技(873305) - 投资者关系活动记录表
2025-05-08 12:00
Group 1: Investor Relations Activity Overview - The company held an earnings briefing on May 7, 2025, via an online platform [3] - Participants included the chairman, general manager, board secretary, financial officer, and sponsor representative [3] Group 2: Research and Development Investment - In 2024, the company invested ¥8,477,019.56 in R&D, developing over 10 new products [4] - New products include rare earth permanent magnet materials and powder metallurgy products, with some already in mass production [4] Group 3: Revenue Contribution and Growth - The contribution of new products to revenue is expected to increase in the coming years as production scales up [4] - The company's main business revenue grew by 7.65% year-on-year in 2024 [5] Group 4: Quarterly Performance Fluctuations - The company experienced fluctuations in revenue and net profit across quarters, with Q4 showing a year-on-year increase of 7.93% in revenue and 4.62% in net profit [4] - These fluctuations are attributed to market cycles [4] Group 5: Future Business Strategies - The company plans to leverage products from fundraising projects, such as iron oxide permanent magnets and rare earth magnets, to drive future revenue growth [5] - Currently, there are no plans for product exports, but future considerations will depend on market conditions [5]