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国力电子Q3预计营收3.4亿元-3.7亿元,净利润同比预增 64.72%到 80.17%
Ju Chao Zi Xun· 2025-10-10 03:47
同时预计归属于母公司所有者的净利润为 1,920 万元到 2,100 万元,与上年同期相比,将增加 754.40 万元到 934.40 万元,同比 增加 64.72%到 80.17%。预计归属于母公司所有者的扣除非经常性损益的净利润为 1,820 万元到 1,980 万元,与上年同期相比, 将增加 1,310.65 万元到 1,470.65 万元,同比增加 257.32%到288.73%。 2024年第三季度,国力电子的利润总额为1,230.39万元,归属于母公司所有者的净利润为1,165.60万元,归属于母公司所有者的 扣除非经常性损益的净利润为509.35万元,基本每股收益为0.13元/股。 据介绍,国力电子Q3业绩增长主要得益于公司在新产品、新客户及新市场的持续拓展。公司在新能源汽车行业的持续景气推动 下,下游市场需求旺盛,带动了公司产品订单的大幅增加。核心产品如控制盒、继电器等重点产品的销售收入同比快速提升, 进一步增强了公司的盈利水平。此外,通过有效的成本与费用控制,公司运营效率得到提升,促进了净利润的进一步增长。 10月10日,昆山国力电子科技股份有限公司(以下简称"国力电子")发布了2025年第 ...
欣灵电气股价涨5.12%,诺安基金旗下1只基金位居十大流通股东,持有42.23万股浮盈赚取65.46万元
Xin Lang Cai Jing· 2025-10-10 03:26
资料显示,欣灵电气股份有限公司位于浙江省乐清经济开发区纬十九路328号,浙江省乐清经济开发区浦 南五路55号,成立日期1999年3月31日,上市日期2022年11月9日,公司主营业务涉及低压电器产品的研 发、生产和销售。主营业务收入构成为:继电器68.37%,配电控制29.75%,其他(补充)1.88%。 从欣灵电气十大流通股东角度 10月10日,欣灵电气涨5.12%,截至发稿,报31.81元/股,成交6177.70万元,换手率7.32%,总市值 32.59亿元。 截至发稿,孔宪政累计任职时间4年319天,现任基金资产总规模46.07亿元,任职期间最佳基金回报 74.86%, 任职期间最差基金回报-16.74%。 王海畅累计任职时间3年81天,现任基金资产总规模25.29亿元,任职期间最佳基金回报62.55%, 任职 期间最差基金回报-18.8%。 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。 责任编辑:小浪快报 数据显示,诺安基金旗下1只基金位居欣灵电气十大流通股东。 ...
国力电子(688103.SH):第三季度净利润预增64.72%到80.17%
Ge Long Hui A P P· 2025-10-09 13:13
本次业绩提升主要源于公司在新产品、新客户及新市场的持续拓展。经过长期研发投入与技术积累,公 司产品更新迅速、布局完善,形成了差异化的市场竞争优势,推动业务进入快速发展通道。公司始终以 客户需求为导向,凭借敏锐的市场洞察,持续开展技术与产品创新,从而保持较强的市场竞争力与持续 盈利能力。具体原因如下:(1)新能源汽车行业持续景气:下游市场需求旺盛,带动公司产品订单大 幅增加;(2)核心产品收入显著增长:公司控制盒、继电器等重点产品销售收入同比快速提升,盈利 水平进一步增强;(3)成本与费用控制见效:通过降本增效提升运营效率,促进净利润进一步增长。 格隆汇10月9日丨国力电子(688103.SH)公布,经财务部门初步测算,预计2025年第三季度实现归属于母 公司所有者的净利润为1,920万元到2,100万元,与上年同期(法定披露数据)相比,将增加754.40万元 到934.40万元,同比增加64.72%到80.17%。经财务部门初步测算,预计2025年第三季度实现归属于母公 司所有者的扣除非经常性损益的净利润为1,820万元到1,980万元,与上年同期(法定披露数据)相比, 将增加1,310.65万元到1,470 ...
国力电子:预计第三季度净利同比增加64.72%-80.17%
Di Yi Cai Jing· 2025-10-09 13:02
国力电子公告,预计公司2025年第三季度实现归属于母公司所有者的净利润为1920万元到2100万元,同 比增加64.72%到80.17%。报告期内,新能源汽车行业持续景气,下游市场需求旺盛,带动公司产品订 单大幅增加;公司核心产品收入显著增长,公司控制盒、继电器等重点产品销售收入同比快速提升,盈 利水平进一步增强。 (本文来自第一财经) ...
国力电子:第三季度净利同比预增64.72%~80.17%
Mei Ri Jing Ji Xin Wen· 2025-10-09 12:27
每经AI快讯,10月9日,国力电子(688103.SH)公告称,国力电子发布2025年第三季度业绩预告,预计归 属于母公司所有者的净利润为1,920万元到2,100万元,同比增长64.72%至80.17%。报告期内,新能源汽 车市场需求旺盛,公司控制盒、继电器等核心产品收入快速增长,新产品和新客户拓展成效显著,叠加 成本费用有效控制,盈利能力持续提升。 (文章来源:每日经济新闻) ...
国力电子:预计第三季度实现净利润1920万元—2100万元 同比增加64.72%—80.17%
人民财讯10月9日电,国力电子(688103)10月9日公告,预计公司2025年第三季度实现归属于母公司所有 者的净利润为1920万元到2100万元,同比增加64.72%到80.17%。报告期内,新能源汽车行业持续景 气,下游市场需求旺盛,带动公司产品订单大幅增加;公司核心产品收入显著增长,公司控制盒、继电 器等重点产品销售收入同比快速提升,盈利水平进一步增强。 转自:证券时报 ...
中熔电气(301031) - 301031中熔电气投资者关系管理信息20250929
2025-09-29 07:08
投资者关系活动记录表 西安中熔电气股份有限公司 | | 产能,以满足客户未来的需求。 | | --- | --- | | | 二、新业务领域与产品进展 | | | 1.数据中心业务 | | | 维蒂、中恒、科士达、科华、台达、麦格米特等均为公司的传统客户, | | 但是随着 | AI 算力的增长,需求增长快,同时技术方案也在创新,中熔 | | | 会跟随着客户的技术方案的更新,同步更新方案。数据中心行业对熔 | | | 断器的分断能力、功耗和温升控制要求更高,激励熔断器在该行业也 | | | 有应用的可能。目前该领域熔断器的市场规模尚无权威共识数据,但 | | | 普遍共识为该行业具备未来增长较大的潜力。公司已安排市场部门进 | | | 行专项研究,并将依据行业需求动态调整资源投入。 | | | 2.激励熔断器 | | | 该产品是公司在新能源汽车安全保护领域的重要产品,已实现从概念 | | | 到批量应用的跨越。随着中国新能源汽车市场从"渗透率提升"转向 | | | "质量与安全提升",以及国家可能出台更严格的安全规范,该产品 | | | 在高端电动车及混动车型中的配置率有望持续提高。 | | | 3.继电 ...
固定收益深度报告:局部景气下的转债掘金(1)
Huaxin Securities· 2025-09-28 08:39
Report Title - Local Boom in Convertible Bond Gold Mining (1) [2] Report Date and Analysts - Report Date: September 28, 2025 - Analysts: Luo Yunfeng (SAC No.: S1050524060001), Yang Feiran (SAC No.: S1050524070001) [3] Core Views - The core driving force of the market in this round has been the improvement of risk appetite, which is an endogenous variable of profitability. Since September, considering the decline in equity trading volume, the narrowing gap between the growth and value of equities, and the increase in the proportion of the same - direction movement of stocks and bonds, it is believed that the repair of risk appetite is basically in place. In the future, risk appetite will fluctuate within a range along with profitability, with the upper and lower limits corresponding to the levels in early January (the week of January 6) and early September (the week of September 8) respectively. On September 25, 2025, it approached the lowest level in recent years on October 12, 2024 [4]. - The recent shift of the market from "banks + micro - cap stocks" to technology has a profit foundation, that is, the overall economy is bottoming out but there are local upturns. The private - sector debt growth rate is used as a proxy variable for profitability, and its downward bottom appeared in October 2024 and has not reached a new low as of July 2025 [4]. - The long - term cycle of convertible bonds is synchronized with equities. The periodic recovery of convertible bond valuations provides signals for left - hand side position - adding and profit - taking. Therefore, short - term fluctuations may be leading and amplifying signals of equities. Recently, although convertible bond valuations have been actively adjusted, they are still at a relatively high level. After the holiday, attention should be paid to locally booming industries and performance - realizing targets [6]. 01 Risk Appetite Will Follow Profitability in Range - bound Fluctuations - The repair of risk appetite in this round may be basically in place. The highest point of risk appetite since data became available was in 2007, and the lowest point was on April 7, 2025. Excluding the impact of event - driven factors, the lowest point was in January 2025. The private - sector debt growth rate, as a proxy variable for profitability, reached its bottom in October 2024 and has not set a new low as of July 2025. The risk appetite may enter a range - bound fluctuation, and on September 25, 2025, it approached the lowest level in recent years on October 12, 2024 [8]. - The overall economic fundamentals are still in the bottom - grinding stage. In the second quarter, the real GDP grew by 5.2% year - on - year, 0.2 percentage points lower than in the first quarter. Investment has been sluggish due to the real estate sector, and infrastructure investment has declined at an accelerating pace since mid - year. Consumption has been affected by the high - then - low national subsidies at the beginning of the year, and the CPI has been in a slump. Industrial product prices have shown a trend of price increases with volume contraction. From the perspective of Wind All - A earnings data, the overall economic fundamentals are still bottoming out [11][14]. 02 Fundamental Local Boom Corresponds to the Double - Innovation Market - In terms of revenue, the improvement of the Science and Technology Innovation 50 and the ChiNext Index is leading, while the Micro - cap and Dividend Indexes have the most obvious decline. In 2025Q2, the revenue growth rate of the ChiNext Index increased by 5 percentage points to 9.3%, and the Science and Technology Innovation 50 ended its relative disadvantage for three consecutive quarters. The revenue of the Micro - cap and Dividend Indexes decreased by 7.8% and 5.9% respectively in 2025Q2 [18]. - In terms of gross profit margin, compared with 2024Q2, the Science and Technology Innovation 50 and the SSE 50 had the most significant increase in gross profit margin in 2025Q2, up 2.5 and 2.0 percentage points respectively. The ChiNext Index had a gross profit margin of 24.5% in 2025Q2, still the highest among broad - based indexes [21]. - Most indexes' year - on - year growth rate of net profit attributable to shareholders in 2025Q2 declined quarter - on - quarter. The Science and Technology Innovation Board had a significant improvement in net profit in 2025Q2, and the ChiNext Index continued to lead other broad - based indexes in terms of growth rate [24]. - In terms of specific industries, in 2025Q2, the industries with the highest year - on - year growth rate of net profit attributable to shareholders were gaming (104%), steel (82%), precious metals (76%), etc. The industries with the largest decline were real estate (- 132%), coal (- 37%), etc. The industries with positive growth in 2025Q2 and an improvement compared with 2025Q1 were banks, insurance, etc. Combining the historical percentile of valuation, the industries with high performance growth and still some room for valuation are power equipment, new energy, gaming, and consumer electronics [29][30] 03 Convertible Bonds Follow Equities to Explore Locally Booming Sectors - The long - term cycle of convertible bonds is synchronized with equities. The short - term periodic recovery of convertible bond valuations provides signals for left - hand side position - adding and profit - taking. Short - term fluctuations may be leading and amplifying signals of equities. Recently, although convertible bond valuations have been actively adjusted, they are still at a relatively high level. After the holiday, attention should be paid to locally booming industries and performance - realizing targets. Convertible bond targets with good performance in 2025Q2 are concentrated in power equipment, electronics, etc. [45] - The All - A Index can basically explain most of the long - term fluctuations of convertible bonds. The regression results show that the performance of convertible bonds mainly follows the equity market, and the equity market trend can explain 91.4% of the price fluctuations of the convertible bond market. The convertible bond market follows equities in this round, and is less affected by the bond market [48][59] - The short - term fluctuations of convertible bond valuations provide signals for left - hand side position - adding and profit - taking. From June 23 to August 25, the active increase in convertible bond valuations was greater than that of the underlying stocks. Therefore, the convertible bond market entered the downward - oscillation cycle earlier than the equity market on August 27 and had a larger decline due to the return of valuations [61] - ETF share fluctuations have a relatively small impact on the price fluctuations of underlying convertible bond targets. Since September, the growth rate of convertible bond ETF shares has decreased significantly, which may mainly reflect sentiment and valuation [64] - Convertible bonds with good profitability have larger increases and are more resistant to declines. From June 23 to August 25, convertible bonds followed the underlying stocks in a sharp rise, with the growth sector leading. Some convertible bonds in individual sectors outperformed the underlying stocks, mainly concentrated in industries and targets with excellent performance. From August 25 to September 23, convertible bonds led the All - A Index in decline, and their subsequent performance was weaker than that of equities, mainly due to the periodicity of convertible bond valuation fluctuations [70][77] - The new energy sector under the goal of carbon peaking by 2030 may be one of the most certain trading directions in the next five years. The new energy vehicle penetration rate continues to increase, and the energy storage market has an important turning point. The report focuses on Keli Convertible Bonds and Hongfa Convertible Bonds in the new energy field [83] - Keli Convertible Bonds: Kodal Precision is the global leader in precision structural parts. The company's performance has been growing steadily. The convertible bond has a relatively large issuance scale, and the current price is around 140 yuan, with a conversion premium rate of 18.6%. It is an offensive convertible bond with high - quality underlying stocks and has no risk of forced redemption for the time being [87][89][92] - Hongfa Convertible Bonds: Hongfa Co., Ltd. is the world's largest relay manufacturer. The company's performance has been growing steadily. The convertible bond has a large issuance scale, and the current price is around 134 yuan, with a conversion premium rate of 18.2%. The downward - adjustment clause is relatively loose [95][98][101]
宏发股份涨2.02%,成交额3.72亿元,主力资金净流出1455.98万元
Xin Lang Zheng Quan· 2025-09-25 06:03
截至6月30日,宏发股份股东户数2.97万,较上期增加17.81%;人均流通股49214股,较上期增加 18.83%。2025年1月-6月,宏发股份实现营业收入83.47亿元,同比增长15.43%;归母净利润9.64亿元, 同比增长14.19%。 分红方面,宏发股份A股上市后累计派现29.87亿元。近三年,累计派现13.70亿元。 机构持仓方面,截止2025年6月30日,宏发股份十大流通股东中,香港中央结算有限公司位居第二大流 通股东,持股2.97亿股,相比上期增加6980.62万股。南方中证500ETF(510500)位居第五大流通股 东,持股1732.34万股,相比上期增加665.21万股。广发稳健增长混合A(270002)位居第八大流通股 东,持股1200.01万股,相比上期增加480.01万股。国泰智能汽车股票A(001790)位居第十大流通股 东,持股1025.84万股,相比上期增加268.92万股。 9月25日,宏发股份盘中上涨2.02%,截至13:52,报26.26元/股,成交3.72亿元,换手率0.98%,总市值 383.33亿元。 资金流向方面,主力资金净流出1455.98万元,特大单买入1 ...
三友联众宋朝阳:深耕小器件 实现大梦想
Core Viewpoint - The company Sanyou Lianzhong, led by Chairman Song Chaoyang, focuses on innovation and investment in high-value relay sectors such as new energy and automotive, aiming for high-quality development and breaking monopolies in the industry [2][10]. Group 1: Company Background and Development - Sanyou Lianzhong was founded in 2008 by Song Chaoyang and two university classmates, specializing in relay production and self-developed automation equipment [3]. - The company initially aimed to provide domestic brands for the home appliance industry, successfully producing relays that matched the quality of imported brands at a lower price [4]. - Sanyou Lianzhong faced challenges entering the white goods market due to procurement standards favoring imported brands, leading to a partnership with Japanese brand DEC to gain market access [5][6]. Group 2: Market Position and Product Expansion - The company has expanded its product range from general power relays to include magnetic latching relays, automotive relays, new energy relays, and signal relays, penetrating various sectors such as smart meters and industrial control [6][8]. - Sanyou Lianzhong ranked second in domestic relay sales for eight consecutive years from 2014 to 2021, indicating a strong market presence [6]. Group 3: Investment and R&D Focus - After going public on the Shenzhen Stock Exchange in 2021, Sanyou Lianzhong allocated significant funds to expand production lines for automotive and new energy relays, recognizing these as growth markets with higher technical demands [7]. - The company maintains a research and development investment ratio of over 5% of revenue, with a growing R&D team from 470 in 2022 to a projected 668 by the end of 2024 [7][8]. Group 4: Future Strategy and Market Trends - Sanyou Lianzhong is preparing for a shift towards automation and intelligent manufacturing in the relay industry, moving from mass production to customized production [9]. - The company aims to increase its self-manufacturing of core components and has developed fully automated production lines to enhance competitiveness [9]. - Sanyou Lianzhong is also expanding internationally, establishing subsidiaries in North America, South Korea, Germany, and Vietnam to enhance its global footprint [9].