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博菲电气股价跌5.1%,中信保诚基金旗下1只基金位居十大流通股东,持有50万股浮亏损失80万元
Xin Lang Cai Jing· 2025-09-23 02:43
9月23日,博菲电气跌5.1%,截至发稿,报29.80元/股,成交1690.49万元,换手率2.97%,总市值24.22 亿元。博菲电气股价已经连续4天下跌,区间累计跌幅4.5%。 资料显示,浙江博菲电气股份有限公司位于浙江省嘉兴市海宁市海宁经济开发区杭平路16号,成立日期 2007年3月7日,上市日期2022年9月30日,公司主营业务涉及电气绝缘材料等高分子复合材料的研发、 生产与销售。主营业务收入构成为:绝缘树脂49.46%,槽楔与层压制品22.51%,云母制品10.85%,纤 维制品7.50%,其他6.12%,绑扎制品3.56%。 从博菲电气十大流通股东角度 数据显示,中信保诚基金旗下1只基金位居博菲电气十大流通股东。中信保诚多策略混合(LOF)A (165531)二季度增持31.85万股,持有股数50万股,占流通股的比例为2.69%。根据测算,今日浮亏损 失约80万元。连续4天下跌期间浮亏损失74万元。 中信保诚多策略混合(LOF)A(165531)成立日期2017年6月16日,最新规模12.45亿。今年以来收益 37.35%,同类排名2094/8172;近一年收益75.25%,同类排名1493/79 ...
博菲电气:5月12日召开业绩说明会,投资者参与
Zheng Quan Zhi Xing· 2025-05-12 10:50
Core Viewpoint - The company is focused on enhancing the quality and performance of its electrical insulation materials to meet the high demands of the power equipment industry while expanding its market share through new customer development and market exploration [2][3]. Company Performance - In 2024, the company reported a 9% increase in revenue compared to the previous year, but experienced a decline in net profit and earnings per share due to price reductions driven by increased market competition and strategic pricing adjustments [4]. - The company has a strong order backlog, with Q1 revenue exceeding the same period last year by 30%, indicating a positive growth trend [5][11]. Research and Development - The company invests over 7% of its revenue in R&D annually, holding 90 invention patents and 30 utility model patents, and actively participates in setting national and group standards [2][4]. - The R&D efforts are aligned with the technological advancements in downstream industries such as wind power, rail transportation, industrial motors, and new energy vehicles [2]. Market Strategy - The company aims to strengthen its core business in electrical insulation materials while expanding into composite materials, optimizing its industrial layout, and deepening strategic partnerships with key clients like CRRC [3][9]. - Future plans include focusing on high-end electrical insulation materials and polymer composite materials, with a commitment to creating value for customers and contributing to sustainable development [9]. Financial Metrics - The company's Q1 2025 report shows a revenue of 92.05 million yuan, a year-on-year increase of 30.97%, and a net profit of 2.88 million yuan, a significant increase of 455.38% [11]. - The company's gross margin stands at 28.22%, with a debt ratio of 39.32% [11].
博菲电气(001255) - 001255博菲电气投资者关系管理信息20250512
2025-05-12 09:06
Group 1: Company Overview and Product Development - The company is a leading domestic supplier of electrical insulation systems, focusing on enhancing the technology level of high-end insulation materials and promoting the localization of key insulation material technologies [1][2]. - Core products include insulation resins, slot wedges, laminated products, fiber products, binding products, mica products, and pulling products, with applications across various industries [1]. - The company holds 90 invention patents and 30 utility model patents, participating in the formulation of 19 national standards and 21 group standards, indicating a strong technical reserve [1]. Group 2: Financial Performance - In 2024, the company achieved a 9% increase in operating revenue compared to the previous year, although net profit attributable to shareholders and earnings per share decreased [3]. - The decline in profitability is attributed to a decrease in product prices due to intensified market competition and proactive pricing strategies to gain market share, as well as ongoing investments in new projects that have not yet fully realized their benefits [3]. Group 3: Future Growth and Strategy - The company plans to focus on its core insulation materials business, continuously developing new products and expanding its customer base to enhance profitability and improve operational performance [4][6]. - Current orders are sufficient, with first-quarter revenue exceeding the same period last year by 30%, indicating a positive growth trend [4]. - The company aims to provide safe, environmentally friendly, and sustainable insulation system solutions for various sectors, including wind power, rail transportation, industrial motors, household appliances, and hydropower [6]. Group 4: Market Position and Industry Outlook - The company maintains a strong position in the rail transportation market and deepens strategic cooperation with key clients like CRRC [2][5]. - The industry is expected to have broad market prospects and development space, with the company committed to becoming a world-class insulation material service provider [6]. Group 5: International Business - Currently, the company's products are primarily sold domestically, with no direct overseas sales reported [7].