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招聘消息透露与英伟达合作,千亿精密制造龙头猛拉涨停,最新回应
21世纪经济报道· 2025-08-26 12:54
记者丨 见习记者李益文 编辑丨叶映橙 针对上述招聘信息及英伟达合作传闻,21财经・南财快讯记者以投资者身份致电领益智造求 证。接线工作人员回应称, 不清楚公司是否有相关招聘;同时提到,公司与部分客户签有保 密协议,客户信息无法对外透露,关于与英伟达是否存在合作,建议投资者关注公司官方公 告。 据公司官网介绍,领益智造成立于2006年,2018年登陆A股市场,是AI终端硬件核心供应商, 主营业务是为客户提供精密功能件、结构件、模组等一站式智能制造服务及解决方案。未来, 公司将聚焦主业并向上游延伸,全面发力机器人、服务器散热等第N增长曲线;拓展海外市 场,提升海外盈利能力。 财务数据方面,领益智造2024年营收442.11亿元,同比增长29.56%,但归母净利润却同比下 滑14.5%至17.53亿元;不过2025年一季度业绩回暖,当季公司营收114.94亿元同比增长 17.11%,归母净利润5.65亿元同比增长23.52%。 (声明:文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。) 出品丨21财经客户端 21世纪经济报道 编辑丨黎雨桐 实习生郑莹莹 多家银行悄然降息,定存利率进入1时代 SFC 21 ...
山东昌乐:服务赋能精准高效项目建设提质提速
Zhong Guo Fa Zhan Wang· 2025-08-25 08:37
在昌乐县宝城街道潍坊励进塑料科技有限公司项目建设现场,生产车间主体已拔地而起,工人们正操作 大型机械铺设排水管道,配套设施安装与道路硬化同步推进……这个项目聚焦高性能材料生产,其核心 产品超高分子量聚乙烯纤维制品具有强度高、耐磨、耐腐蚀等优异特性,将广泛应用于园林绿化、农业 生产等领域。 "项目自去年底开工以来,进展十分顺利。"公司总经理丛林清指着施工蓝图介绍道,"目前车间主体框 架全部完工,9月完成全部建设,10月设备进场调试投产。" 在山东昌硝新材料科技有限公司年产20万吨熔盐及10万吨熔盐原材料项目现场,同样一派火热建设景 象。项目所有主体地上土建部分已施工完成,坚实的工业骨架跃入眼帘。 "项目进度怎么样?""目前项目遇到哪些困难,有什么需要我们跟进的?"朱刘街道服务企业专员陈香凝 再次来到项目建设现场,与公司负责人面对面沟通,了解项目建设情况,并及时解决问题。从项目落地 那天起,就有服务企业专员及时跟进,提供"点对点零距离全方位"的服务。"服务企业专员在手续办 理、政策解读、资源对接等方面全程跟进,给予全方位支持,帮我们节省了大量成本。目前基础建设有 序推进,预计今年年底建成,明年投产。"公司负责人刘 ...
瑞声科技(02018.HK):2025H1经营利润低于预期 等待新产品突破催化
Ge Long Hui· 2025-08-25 04:04
2025H1 经营利润低于预期,等待新产品突破催化考虑到2025H1 公司声学毛利率低于我们预期,我们将 2025-2027 年归母净利润预测由24/30/35 亿下修至23/27/30 亿,对应同比增长26%/18%/12%。当前股价 45.36 港币对应2025-2027 年21.2/18.0/16.1 倍PE。公司战略卡位机器人及XR 领域有望支撑更高估值溢 价,维持"买入"评级。 2025H1 年公司经营利润低于预期 机构:开源证券 研究员:张可 公司指引2025 年毛利率相比2024 年22%继续提升,我们预期公司2025 年有望实现23 亿净利润。公司指 引:(1)2025 年声学毛利率伴随新项目出货恢复至不低于30.2%。(2)结构件收入同比增长 18%-20%,毛利率18%-22%。马达收入同比增长15%-20%,毛利率30%以上。(3)光学收入同比增长 20%左右。(4)MEMS 收入同比增长50%-60%,毛利率15%-20%。(5)2025H2 车载声学收入同比增 速不低于2025H1,且2025 年毛利率不低于2024 年水平。 风险提示:下游需求不及预期、公司生产研发进度不及预期、竞 ...
亚威股份: 苏亚金诚会计师事务所(特殊普通合伙)关于江苏亚威机床股份有限公司申请向特定对象发行股票的审核问询函的回复
Zheng Quan Zhi Xing· 2025-08-01 16:35
Core Viewpoint - Jiangsu Yawei Machine Tool Co., Ltd. is responding to the Shenzhen Stock Exchange's inquiry regarding its application for a specific stock issuance, detailing the sources of subscription funds and the financial status of the subscribing entity, Yangzhou Chanfang Group [1][2][3]. Group 1: Subscription Fund Sources - The total amount raised from this issuance is 924.5749 million yuan, with Yangzhou Chanfang Group contributing 40% from its own funds and 60% from acquisition loans [1][2]. - Yangzhou Chanfang Group has received a commitment for a merger loan of 560 million yuan from China Construction Bank and a similar commitment from Industrial Bank, contingent on meeting certain conditions [2][3]. Group 2: Financial Status of Yangzhou Chanfang Group - As of June 30, 2025, Yangzhou Chanfang Group's total assets were approximately 5.2889 billion yuan, with net assets of about 3.5965 billion yuan [2]. - The group reported a net loss of 232.686 million yuan for the year 2024 and a loss of 78.7071 million yuan for the first half of 2025 [2]. Group 3: Cost and Profitability Analysis - The unit production cost of self-produced structural components has been decreasing, aligning with the downward trend in raw material prices [7][11]. - The projected unit cost for pressure machine structural components is expected to decline from 0.93 million yuan per ton in T+3 years to 0.83 million yuan per ton in T+6 years [8]. - The estimated gross margin for the pressure machine structural components is projected to increase from 16.00% in T+3 years to 24.45% in T+6 years [11]. Group 4: Project Investment and Financial Impact - The total investment for the fundraising project is 303.66 million yuan, with 233.42 million yuan allocated for project construction and 70.24 million yuan for working capital [16]. - The project is expected to save approximately 349.6181 million yuan in external structural component purchases annually, leading to a projected net profit of 41.3789 million yuan after tax [14][16]. Group 5: Historical Fund Usage - The company has not changed the use of funds raised in previous financing rounds and has adhered to the required approval processes [18][21]. - The company’s IPO and subsequent financing have not involved any unauthorized changes to the use of raised funds or project delays [19][21]. Group 6: Market Competition and Customer Base - The metal forming machine tool industry is highly competitive, with major international players like Germany's Trumpf and Japan's Amada leading the market [26]. - The company primarily sells its products through direct sales domestically and through distributors internationally, maintaining long-term partnerships with capable distributors [22][26].
银轮股份:具备电机模组、结构件等机器人零部件研发制造能力 部分品类已量产
Xin Lang Cai Jing· 2025-07-31 09:13
Group 1 - The company currently has the capability to research and manufacture various robotic components, including motor modules, structural parts, and micro transmission mechanisms [1] - Some of these components have already been mass-produced for customers [1]
佳驰科技总经理陈良:建立持续稳定激励机制 推动“军民两翼”协同发展
Zheng Quan Ri Bao· 2025-07-18 16:07
Core Viewpoint - Chengdu Jiachi Electronic Technology Co., Ltd. (Jiachi Technology) is a leading provider of electromagnetic functional materials and structures (EMMS) in China, focusing on the dual development of military and civilian sectors, and has entered a comprehensive development phase with its upcoming A-share listing in 2024 [2][4]. Group 1: Strategic Development - Jiachi Technology has outlined three strategic development phases: "consolidating the foundation," "rapid growth," and "comprehensive development," with the company now in the "comprehensive development" phase [2]. - The recent approval of the 2025 restricted stock incentive plan at the shareholders' meeting is seen as a move to bind core talent and promote steady growth [2][6]. Group 2: Technological Innovation - The company emphasizes technology as its core, with over one-third of its workforce dedicated to R&D, achieving significant national awards for its innovations in the EMMS industry [3]. - Jiachi Technology's products have been applied in major military projects, including the fourth and fifth generation fighter jets, showcasing its capability to break foreign technology barriers and achieve technological self-sufficiency [3][4]. Group 3: Financial Performance - In 2024, Jiachi Technology achieved a revenue of 957 million yuan and a net profit of 517 million yuan, indicating strong financial performance [4]. - The company has established the largest stealth coating material production base in China, with ongoing projects aimed at enhancing its core capabilities in R&D, manufacturing, and testing [4]. Group 4: Growth Targets - The stock incentive plan includes performance targets for annual revenues of 1.1 billion yuan, 1.37 billion yuan, and 1.6 billion yuan from 2025 to 2027, reflecting the company's confidence in future growth [6]. - Jiachi Technology is focusing on new product directions, including the design and integration of electromagnetic wave dark rooms, which are crucial for both military and civilian applications [6][7]. Group 5: Market Outlook - The global electromagnetic compatibility materials market is projected to grow from approximately 6.8 billion USD in 2020 to 8.2 billion USD by 2025, indicating a robust market opportunity for Jiachi Technology [7]. - The company aims to be a leader in stealth materials technology and a disruptor in electromagnetic compatibility solutions, driving continuous innovation in the EMMS sector [7].
楚能新能源连下四大采购订单!
起点锂电· 2025-07-18 10:18
Core Viewpoint - Chunan New Energy, established only four years ago, is rapidly expanding its supply chain and entering the automotive sector, driven by strong demand for energy storage and power solutions [1][20]. Group 1: Procurement Orders - Chunan New Energy has signed procurement contracts with at least four lithium battery industry chain companies from January to July 2023, covering multiple fields [3]. - A significant contract with Tianci Materials involves the procurement of over 550,000 tons of electrolyte products, effective until December 31, 2030 [4][5]. - A strategic cooperation agreement with Jiangsu Ruidefeng entails a procurement of approximately 250 million structural components, valued at around 3 billion yuan over five years [6]. - Chunan has partnered with Longpan Technology for the supply of 150,000 tons of lithium iron phosphate cathode materials, with an estimated total sales amount exceeding 5 billion yuan from 2025 to 2029 [7]. - A collaboration with Huachuang Materials will see the supply of 150,000 tons of lithium battery copper foil over the next five years [9][10]. Group 2: Market Position and Growth - Chunan New Energy's order influx reflects a strong supply chain stability and a focus on the lithium iron phosphate battery market, indicating confidence in future development [12][14]. - In 2024, Chunan ranked 7th globally in energy storage battery shipments, with significant overseas market performance, securing over 30 GWh in orders from international companies [15]. - The company has also made strides in the power sector, ranking 14th in domestic power battery installations in the first half of 2023, with a notable entry into the passenger vehicle market [15][16]. - Chunan is expanding into emerging sectors such as marine applications, having equipped over 100 new energy vessels [18]. Group 3: Automotive Sector Entry - Chunan New Energy is planning to enter the automotive manufacturing sector, with a dedicated team already in place and job postings for various roles related to vehicle production [20]. - The first vehicle model is expected to target the Wanjie M5, focusing on range-extended SUVs, with plans for both range-extended and pure electric models in the long-term strategy [22].
东吴证券晨会纪要-20250716
Soochow Securities· 2025-07-15 23:30
Macro Strategy - The "urban renewal" initiative is expected to achieve a total investment of at least 4.48 trillion yuan during the 14th Five-Year Plan period, averaging nearly 900 billion yuan annually. The main sources of potential demand will come from the renovation of urban villages, old residential areas, and urban infrastructure upgrades [1][18] - The renovation of old residential areas and urban infrastructure is projected to contribute at least 2.35 trillion yuan in new investment during the 14th Five-Year Plan period, supported by over 470 billion yuan in central budget investments and special bonds [1][18] - The urban village renovation is estimated to contribute 2.13 trillion yuan in new investment during the 14th Five-Year Plan period, assuming a "half-demolition, half-renovation" approach for the remaining self-built houses [1][18] Economic Data - The actual GDP growth rate for Q2 was 5.2%, with a cumulative growth of 5.3% for the first half of the year, indicating a strong performance compared to the previous year. However, the nominal GDP growth rate was lower at 3.9% [2][20] - Consumer spending showed a year-on-year increase of 5.0% in the first half, driven by the "old-for-new" policy, while real estate sales showed resilience compared to the previous year [2][20] - Industrial production in June saw a year-on-year increase of 6.8%, supported by strong external demand, particularly in the equipment manufacturing sector [2][21] Company Analysis - Zhongkuang Resources (002738) has adjusted its profit forecast for 2025-2027 due to pressure from falling lithium prices and temporary losses in copper smelting, projecting net profits of 4.0/9.6/19.3 billion yuan [10] - Li Ning (02331.HK) anticipates challenges in sales due to deepening discounts and increased expenses, with revised net profit forecasts of 23.1/26.0/29.3 billion yuan for 2025-2027 [10] - 361 Degrees (01361.HK) is expanding its superstore network and maintaining industry-leading growth, with net profit forecasts of 13.0/14.6/16.2 billion yuan for 2025-2027 [11] - Zhongrong Electric (301031) expects continued high growth in its electric vehicle-related products, projecting net profits of 3.4/4.8/6.3 billion yuan for 2025-2027 [12] - Huanxin Cement (600801) reported a significant increase in Q2 profits, driven by improvements in domestic cement profitability and overseas operations, with revised net profit forecasts of 28.8/32.2/35.6 billion yuan for 2025-2027 [15]
兴瑞科技与绿色云图达成战略合作 聚焦液冷服务器生产及研发领域
Zheng Quan Shi Bao Wang· 2025-07-09 14:43
Group 1 - Company signed a strategic cooperation framework agreement with Shenzhen Green Cloud Technology Co., Ltd. to develop liquid cooling server products and technology [1] - Green Cloud Technology is a subsidiary of NetEase Technology and specializes in providing green data center solutions based on immersion liquid cooling technology [1][2] - The cooperation focuses on three main areas: product processing, joint technology research and development, and resource sharing [2] Group 2 - In product processing, Green Cloud will prioritize entrusting the manufacturing of integrated systems and related equipment to the company under equal business conditions [2] - Joint R&D will target cutting-edge technologies in liquid cooling servers, with both parties determining research directions and projects together [2] - Resource sharing will involve Green Cloud providing experimental support and the company offering mold development services to assist in new product testing [2] Group 3 - The company specializes in precision component manufacturing and R&D, with products used in electric vehicle systems, smart terminals, and consumer electronics [3] - In 2024, the company's automotive electronics and new energy vehicle business achieved sales revenue of 1.041 billion yuan, with over 80% from new energy vehicles, showing a growth rate of over 10% [3] - The company has completed capacity planning in multiple domestic locations and is expanding overseas in Thailand, Vietnam, and Indonesia, while strengthening market presence in Europe and North America [3] Group 4 - The company aims to focus on opportunities in computing servers and robotics, actively seeking external development opportunities based on industry insights [3]
多家锂电企业抢滩东南亚 产业链协同“出海”再提速
Zheng Quan Ri Bao· 2025-07-02 16:30
Core Insights - Major Chinese lithium battery companies are expanding their operations in Southeast Asia, indicating a deeper collaboration in the lithium battery supply chain [1] Group 1: Major Investments - CATL has commenced a joint battery factory project in Indonesia with a total investment of $5.9 billion, covering the entire electric vehicle battery production chain [2] - Xingyuan Material's factory in Malaysia, with an investment of nearly 5 billion RMB, aims to produce 2 billion square meters of wet and coated separators annually, becoming the largest production base for lithium-ion battery separators [2] - EVE Energy announced an investment of up to 8.654 billion RMB for a new energy storage battery project in Kedah, Malaysia [2] Group 2: Strategic Importance - The expansion of production capacity overseas is crucial for meeting the growing global demand for energy storage solutions and enhancing the market position of these companies [3] - Chinese lithium battery companies possess advantages in technology, capacity, and cost, which complement the resource and market advantages of Southeast Asia [3] Group 3: Industry Trends - Various upstream and downstream companies in the lithium battery supply chain are also establishing operations in Southeast Asia, indicating a collective strategy to localize production [4] - Southeast Asia is rich in mineral resources, such as Indonesia's nickel reserves, which supports the development of the lithium battery industry [4] - The region's relatively low labor costs provide a competitive edge for production [4] Group 4: Market Dynamics - The clustering of electric vehicle manufacturing in emerging markets like Thailand is attracting battery companies to establish local production facilities, creating a localized production ecosystem [4] - The collaboration among lithium battery manufacturers around electric vehicle factories is a strategic move to maximize supply chain efficiency and market penetration [5]