轨道交通车辆配套产品

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今创集团(603680):公司简评报告:把握行业机遇,盈利成长亮眼
Donghai Securities· 2025-09-05 08:29
——公司简评报告 [table_main] 投资要点 [盈利预测与估值简表 Table_profits] | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 4,499.39 | 5,462.00 | 5,000.00 | 5,204.50 | | 同比增速(%) | 21.69% | 21.39% | -8.46% | 4.09% | | 归母净利润(百万元) | 302.07 | 550.58 | 587.49 | 664.73 | | 同比增速(%) | 8.87% | 82.27% | 6.70% | 13.15% | | EPS摊薄(元) | 0.39 | 0.70 | 0.75 | 0.85 | | 市盈率(P/E) | 33.42 | 18.33 | 17.18 | 15.19 | | | 资料来源:携宁,东海证券研究所(数据截取时间:2025年9月4日盘后) | | | | [Table_Reportdate] 2025年09月05日 公 司 简 评 [Table_invest] ...
东海证券给予今创集团“增持”评级,公司简评报告:把握行业机遇,盈利成长亮眼
Sou Hu Cai Jing· 2025-09-05 08:28
免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自担。 每日经济新闻 每经AI快讯,东海证券9月4日发布研报称,给予今创集团(603680.SH,最新价:13.02元)"增持"评 级。评级理由主要包括:1)公司轨道交通车辆配套产品可覆盖多元化需求;2)轨道交通行业整体景气 度提升;3)公司推动产品升级换代,费用控制已有成效;4优化资产负债结构,现金流显著改善。风险 提示:宏观经济和产业政策变化风险、市场竞争加剧风险、汇率风险、股权投资及投资收益风险。 每经头条(nbdtoutiao)——烤肉店里洗头、西湖边开面包店、进军高端酒店……海底捞"不务正业"背 后:子品牌存活率不足50% (记者 曾健辉) ...
必得科技实控人方拟9亿转让5617万股 2021年上市募4亿
Zhong Guo Jing Ji Wang· 2025-08-11 06:05
Core Viewpoint - Bidet Technology (605298.SH) announced a share transfer agreement involving its actual controllers and their concerted actors, which will not change the control of the company [1][2]. Share Transfer Details - The actual controllers Wang Jianqun, Liu Ying, and their concerted actors Wang Kai, Wang Jianping, and Li Biyu will transfer a total of 56,167,150 shares, representing 29.90% of the company's total share capital, to Yangzhou Dinglong Qishun Equity Investment Partnership (Limited Partnership) for a total price of 897 million yuan, at a price of 15.97 yuan per share [1][2]. - Before the transfer, the shareholdings of the controllers were 97,344,000 shares (51.82%), 34,058,482 shares (18.13%), 1,571,700 shares (0.84%), 771,479 shares (0.41%), and 405,600 shares (0.22%) respectively [1][2]. Post-Transfer Shareholding Structure - After the transfer, Wang Jianqun and Liu Ying will hold 73,008,000 shares (38.87%) and 4,976,111 shares (2.65%) respectively, while Wang Kai, Wang Jianping, and Li Biyu will no longer hold any shares [2]. Control and Compliance - The share transfer will not lead to a change in the controlling shareholder or actual controllers, with Wang Jianqun remaining the controlling shareholder [2]. - The transaction does not trigger a mandatory tender offer and is not considered a related party transaction, ensuring no adverse impact on the company's operations or minority shareholders [2]. Regulatory Requirements - The share transfer requires compliance confirmation from the Shanghai Stock Exchange and must complete the share transfer registration with the China Securities Depository and Clearing Corporation [2]. - There is uncertainty regarding the completion of the transfer due to potential funding issues from the buyer, Dinglong Qishun [2]. Company Background - Bidet Technology was listed on the Shanghai Stock Exchange on March 1, 2021, with an issuance of 27 million shares at a price of 15.99 yuan per share, raising a total of 432 million yuan [3][4]. - The net proceeds from the IPO amounted to 392 million yuan, allocated for expansion projects, R&D center construction, and working capital [3].