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三维股份:吴善国及其一致行动人叶继艇累计质押公司股份5810万股
Mei Ri Jing Ji Xin Wen· 2025-10-08 08:38
截至发稿,三维股份市值为120亿元。 每经AI快讯,三维股份(SH 603033,收盘价:11.6元)10月8日晚间发布公告称,三维控股集团股份有 限公司持股5%以上股东吴善国先生的一致行动人叶继艇先生持有公司股份3120万股,约占公司总股本 的3.03%。吴善国先生及其一致行动人叶继艇先生合计持有公司股份约1.78亿股,约占公司总股本的 17.27%,本次质押后,吴善国先生及其一致行动人叶继艇先生累计质押公司股份5810万股,约占其持 有公司股份总数的32.63%,约占公司总股本的5.63%。 2025年1至6月份,三维股份的营业收入构成为:聚酯化纤占比34.23%,BDO及电石占比32.76%,橡胶 行业占比24.6%,混凝土枕占比4.78%,其他占比3.62%。 每经头条(nbdtoutiao)——上海一城中村试水房票安置,村民组团买房,有楼盘已预收约70张房票 (记者 王瀚黎) ...
三维股份:持股5%以上股东吴善国延期购回2750万股质押股份
Mei Ri Jing Ji Xin Wen· 2025-08-29 08:25
Group 1 - Company Sanwei Co., Ltd. announced that major shareholder Wu Shanguo has pledged 27.5 million shares to Huaxi Securities for a stock pledge repurchase transaction, with the pledge period extended to August 28, 2026 [1] - For the first half of 2025, Sanwei's revenue composition is as follows: polyester fiber accounts for 34.23%, BDO and calcium carbide account for 32.76%, rubber industry accounts for 24.6%, concrete sleepers account for 4.78%, and others account for 3.62% [1] - As of the report date, Sanwei's market capitalization is 12.3 billion yuan [1]
三维股份:股东增持计划完成,吴善国累计增持约251万股
Mei Ri Jing Ji Xin Wen· 2025-08-11 08:16
Group 1 - The revenue composition of Sanwei Co. for the year 2024 is as follows: BDO and calcium carbide account for 32.86%, polyester fiber accounts for 32.56%, rubber industry accounts for 26.18%, rail transit accounts for 4.78%, and others account for 3.36% [1] Group 2 - Sanwei Co. announced on August 11 that the implementation period for its share buyback plan will expire on August 10, 2025. During this period, Mr. Wu Shanguo has cumulatively increased his shareholding by approximately 2.51 million shares, representing 0.243% of the company's total share capital, with a total investment of about 31 million yuan, exceeding the lower limit of the buyback plan of 30 million yuan [3]
有新装置投产 PTA期货将继续保持偏弱震荡格局
Jin Tou Wang· 2025-08-05 06:05
Group 1 - As of August 4, the number of PTA futures warehouse receipts on Zhengzhou Commodity Exchange decreased by 600 to 27,131 [1] - Yisheng Hainan is undergoing maintenance on its 2 million tons capacity, while Yisheng New Materials has temporarily reduced its output by 7.2 million tons, and Jiaxing Petrochemical may also undergo maintenance on its 2.2 million tons capacity [1] - The comprehensive operating rate of chemical fiber weaving in Jiangsu and Zhejiang regions was 55.51% as of July 31, a decrease of 0.08% from the previous period, with average terminal weaving order days increasing by 0.39 days to 7.33 days [1] Group 2 - Donghai Futures noted that PTA prices have fallen to support levels, with processing fees remaining low around 100, and significant maintenance at large facilities has offset the recent production of 1.6 million tons at Hailun Petrochemical [2] - The spot trading remains relatively low, with basis dropping to a discount of around 10, while downstream operating rates have decreased to 88.1%, leading to a slowdown in purchasing rhythm [2] - Wenkang Futures indicated that while maintenance volumes are expected to increase in August, new facilities are coming online, leading to expectations of continued inventory accumulation and limited processing fee space [2]
三维股份:8月4日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-04 08:17
三维股份(SH 603033,收盘价:10.71元)8月4日晚间发布公告称,公司第五届第十八次董事会会议于 2025年8月4日在公司四楼会议室以现场结合通讯的方式召开。会议审议了《关于选举代表公司执行公司 事务的董事的议案》等文件。 2024年1至12月份,三维股份的营业收入构成为:BDO及电石占比32.86%,聚酯化纤占比32.56%,橡胶 行业占比26.18%,轨道交通占比4.78%,其他占比3.36%。 (文章来源:每日经济新闻) ...
桐昆股份(601233):投建长草东煤矿,完善新疆一体化布局
Caixin Securities· 2025-07-07 09:15
Investment Rating - The investment rating for the company is "Buy" [2][9]. Core Insights - The company is investing a total of 6.144 billion in the construction of the Changcaodong open-pit coal mine in Xinjiang, which will have an annual coal production capacity of 5 million tons, enhancing its integrated layout in the region [9]. - The project is expected to generate an average annual output value of approximately 1.8 billion and an average annual after-tax profit of 442 million, with a payback period of 10.42 years [9]. - The company aims to improve the supply of raw materials for its polyester fiber business and ensure stable fuel supply for local production facilities in Xinjiang [9]. - The company has strategically positioned itself in the Xinjiang market, leveraging the region's abundant and low-cost raw material resources to enhance its polyester industry chain [9]. - Revenue forecasts for the company are projected to be 110.68 billion, 119.58 billion, and 131.51 billion for the years 2025, 2026, and 2027 respectively, with net profits expected to reach 2.095 billion, 3.606 billion, and 4.698 billion in the same years [7][9]. Financial Metrics Summary - The company’s revenue for 2023 is reported at 82.64 billion, with a projected increase to 101.31 billion in 2024 and 110.68 billion in 2025 [10]. - The earnings per share (EPS) are expected to grow from 0.33 in 2023 to 0.87 in 2025, and further to 1.95 by 2027 [7][10]. - The price-to-earnings (P/E) ratio is projected to decrease from 32.07 in 2023 to 12.20 in 2025, indicating a potential increase in valuation attractiveness [7][10]. - The book value per share (BPS) is expected to rise from 14.75 in 2023 to 16.03 in 2025, reflecting a strengthening financial position [7][10].
下游仍积极补库 PTA近期将继续维持偏强震荡
Jin Tou Wang· 2025-06-18 06:07
Group 1 - The domestic futures market for PTA is experiencing a strong upward trend, with the main contract opening at 4820.00 CNY/ton and reaching a high of 4958.00 CNY, reflecting a price increase of approximately 3.49% [1] - Short-term PTA prices are expected to be supported by cost increases and active downstream restocking, while medium-term outlook suggests potential pressure from new production capacities and high inventory levels [1][2] - The supply side is seeing a slowdown in inventory depletion, while the demand side is under pressure due to high polyester inventory levels, leading to expectations of reduced production in the future [2] Group 2 - The PTA basis has significantly increased, with transactions reported at +250-280, indicating a tightening of spot liquidity and a decrease in port inventory to 180,000 tons [2] - The market is expected to maintain a strong oscillation in the near term, influenced by downstream cost pressures and the potential for significant reductions in bottle chip production [2]
三维股份: 三维控股集团股份有限公司2024年年度股东大会会议资料
Zheng Quan Zhi Xing· 2025-05-14 08:15
Core Viewpoint - The company is focused on maintaining shareholder rights and ensuring the smooth conduct of the annual general meeting, while also reporting on its operational performance and future strategies. Meeting Procedures - The annual general meeting is scheduled for May 22, 2025, and will include various proposals for shareholder approval, including the appointment of auditors and reports on fundraising and related transactions [2][4]. - A combination of on-site and online voting will be utilized for decision-making, with specific time slots designated for each voting method [4][5]. Financial Performance - In the reporting period, the company achieved a revenue of 5.15 billion yuan, representing a year-on-year increase of 32.31% [6][24]. - The net profit attributable to shareholders was reported as a loss of approximately 146.79 million yuan, a decline of 199.28% compared to the previous year [24]. Business Segments - The company has made significant advancements in its BDO integrated project, achieving a production capacity of 300,000 tons/year for BDO and 360,000 tons/year for calcium carbide, which has become a new growth engine for revenue [7][8]. - The rubber products segment has seen improvements through technological upgrades and the introduction of new production lines, enhancing product quality and efficiency [8][20]. Strategic Initiatives - The company plans to expand its BDO upstream supply chain and develop a coal tar project to reduce procurement costs and enhance competitiveness [8][17]. - In the polyester fiber sector, the company is investing in high-value automotive yarns and has established strategic partnerships with leading manufacturers [9][13]. Governance and Management - The board of directors has been active in overseeing company operations, with a focus on compliance with legal regulations and enhancing corporate governance [10][21]. - The company is committed to improving its internal control systems and risk management processes to ensure sustainable growth [10][26]. Future Outlook - The company aims to strengthen its market position by leveraging its diversified industrial chain and enhancing resource integration capabilities [18][19]. - Plans for 2025 include optimizing organizational structure and enhancing management efficiency to adapt to market challenges [18][25].
荣盛石化(002493):公司简评报告:炼化边际改善,大化工平台深化
Donghai Securities· 2025-05-07 06:27
Investment Rating - The investment rating for the company is "Buy" (maintained) [1][8] Core Views - The company is experiencing marginal improvements in refining and deepening its chemical platform, which is expected to enhance its performance [1] - The company reported a significant recovery in Q1 2025, with a notable increase in net profit compared to the previous quarter [6] - The company is focusing on international expansion and the construction of a diversified chemical platform, which is expected to drive future growth [6] Summary by Sections Financial Performance - In 2024, the company achieved a revenue of 326.48 billion yuan, a year-on-year increase of 0.42%, while the net profit attributable to shareholders was 724.48 million yuan, down 37.44% year-on-year [6] - For Q1 2025, the company reported a revenue of 749.75 billion yuan, a decrease of 7.54% year-on-year, but a net profit of 588 million yuan, which is an increase of 6.53% year-on-year and a significant increase of 486.62% quarter-on-quarter [6] - The gross profit margin for 2024 was 11.48%, with expectations for it to rise to 12.97% in 2025 [3][6] Business Segments - The refining and chemical segments showed improvements, with the refining segment achieving a gross profit of 20.71 billion yuan and a margin of 17.57% in 2024 [6] - The chemical segment benefited from price recovery, contributing to steady cash flow growth, with a net profit of 3.54 billion yuan from Zhejiang Petrochemical, a key performance driver for the company [6] Strategic Initiatives - The company is advancing its international strategy and enhancing its chemical platform, with several projects underway, including the production of α-olefins and rare earth butadiene rubber [6] - The company has engaged in share buybacks and has a stable dividend policy, reflecting long-term investment value [6] Earnings Forecast - The forecast for net profit attributable to shareholders is 2.89 billion yuan for 2025, 3.83 billion yuan for 2026, and 4.88 billion yuan for 2027, with corresponding EPS of 0.29, 0.38, and 0.48 yuan respectively [6]
荣盛石化:公司简评报告:炼化边际改善,大化工平台深化-20250507
Donghai Securities· 2025-05-07 06:23
Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The report highlights that the refining margins have improved, and the company is deepening its chemical platform [1] - The company experienced significant performance recovery in Q1 2025, with a notable increase in net profit compared to the previous quarter [6] - The chemical segment benefits from price spread recovery, leading to steady cash flow growth [6] - The company is actively pursuing international expansion and enhancing its chemical platform [6] - The controlling shareholder has been consistently buying back shares, reflecting confidence in the company's long-term value [6] - The earnings forecast for 2025-2027 shows a gradual increase in net profit and earnings per share [6] Financial Performance Summary - In 2024, the company achieved a revenue of 326,475.16 million yuan, with a slight year-on-year increase of 0.42% [6] - The net profit attributable to the parent company for 2024 was 724.48 million yuan, down 37.44% year-on-year [6] - For Q1 2025, the company reported a revenue of 749.75 million yuan, with a year-on-year decrease of 7.54% but a quarter-on-quarter increase in net profit of 486.62% [6] - The gross profit margin for 2024 was 11.48%, with expectations for improvement in subsequent years [6] Earnings Forecast and Valuation - The forecasted net profits for 2025, 2026, and 2027 are 2,887.98 million yuan, 3,831.54 million yuan, and 4,876.71 million yuan respectively [6] - The earnings per share (EPS) for the same years are projected to be 0.29 yuan, 0.38 yuan, and 0.48 yuan [6] - The price-to-earnings (PE) ratios for 2025, 2026, and 2027 are estimated at 30.29, 22.83, and 17.94 respectively [6]