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利源股份(002501) - 2025年5月27日投资者关系活动记录表
2025-05-27 09:06
Group 1: Company Overview and Governance - The company is primarily engaged in the research, production, and sales of industrial aluminum profiles, building aluminum profiles, aluminum alloy deep processing products, automotive lightweight products, new energy products, and rail transit equipment components [4][6]. - Recent changes in the controlling shareholder are expected to positively impact the company's governance structure and business development [4][8]. - The company emphasizes risk prevention, strong management, and foundational stability as part of its overall operational principles [8][11]. Group 2: Financial Performance and Future Outlook - As of December 31, 2024, the company had 521 employees [6]. - The company aims to improve operational efficiency through lean management, cost control, and increased R&D investment [6][11]. - The company is focused on turning around its financial performance and achieving profitability in the second quarter of 2025 [6][11]. Group 3: Product Development and Market Strategy - The company plans to optimize its product structure and enhance processing depth to cover a complete manufacturing capability for automotive profiles and assemblies [8][11]. - There is an ongoing effort to explore new business opportunities, particularly in high-margin sectors, while maintaining a focus on automotive parts [6][11]. - The company will continue to adapt its production capabilities based on market and customer demands, including potential developments in the robotics sector [4][6][8]. Group 4: Investor Relations and Communication - The company actively engages with investors through online platforms and Q&A sessions to address concerns regarding performance and strategic direction [2][3]. - All significant matters will be disclosed in accordance with legal requirements, ensuring transparency for investors [3][11].
核心产品线收入承压,国盛智科2024年净利润同比收缩
Shen Zhen Shang Bao· 2025-04-18 13:45
值得注意的是,公司近年来为提升技术壁垒持续加大研发投入,2024年研发费用占营收比重维持高位, 短期内对盈利形成一定稀释效应。报告期内,公司研发投入5,390.32万元,占营业收入的比例为 5.20%,同比增加0.19个百分点。 公开资料显示,国盛智科的主营业务是围绕客户的定制化需求,通过技术研发、方案设计、关键部件研 制、软件二次开发与优化、系统集成、安装调试、售后技术支持等,提供智能制造一体化解决方案,主 要产品包括中高档数控机床、智能自动化生产线以及装备部件。 二级市场上,国盛智科4月18日收报21.21元/股,总市值28亿元。 国盛智科2024年年报显示,公司全年营业收入与净利润同比均出现下滑,其中净利润同比收缩幅度超过 10%。尽管公司在智能制造装备领域的技术积累和产品布局仍在行业中保持竞争力,但多重外部压力与 内部调整的叠加效应,让这家"专精特新"企业的增长步伐明显放缓。 从业务结构看,数控机床、智能自动化生产线等核心产品线收入普遍承压。受制造业投资意愿减弱影 响,下游客户对高端装备的采购需求趋于谨慎,部分项目交付周期延长,导致公司营收规模同比缩水。 与此同时,原材料价格波动与人力成本上升进一步侵 ...