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利君股份: 2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-22 16:12
公司航空航天零部件制造业务主要包括航空航天工装模具设计及制造、航空数控零件精密加工、 飞机、多种型号军用飞机以及运载火箭等。 (2)经营模式 销售模式:对接客户获取合同信息组织生产,在产品完成后交付客户。 采购模式:除客户提供的带料加工外,其他生产用原材料直接在市场上组织采购。 生产模式:按客户约定需求时间及产品特征合理组织生产。 (3)业绩驱动 航空航天行业的市场需求主要来自国防科技工业、民用航空和航天探索等多个方面。复杂的国 际形势要求国防现代化建设不断加强,随着国防实力的提升和民用航空市场的扩大,国内航天航空 市场需求保持持续增长。航空航天产业科技水平的不断提高、商业航天市场的兴起,将迎来更多的 发展机遇和挑战,为行业带来了新的增长点。随着中国航空航天工业的不断壮大和技术水平的提升, 航空航天零部件制造业在国家政策鼓励和市场需求增长的推动下,拥有较大的发展潜力和广阔的市 场空间。 报告期内,公司从事的主要业务、主要产品及其用途、经营模式、主要的业绩驱动因素未发生 重大变化。 (二)报告期公司经营财务情况分析 属于上市公司股东的净利润 5,720.22 万元,较上期下降 31.72%;公司现金及现金等价物 ...
利君股份搭热点“7天6板”大涨91.67% 营收净利双降分红比例高达51.63%
Chang Jiang Shang Bao· 2025-05-15 23:31
Core Viewpoint - The stock price of Lijun Co., Ltd. has surged significantly, with a notable increase of 91.67% over a period of six trading days, raising questions about the underlying reasons for this volatility [2][3]. Company Performance - In 2023, Lijun Co., Ltd. reported an operating revenue of 1.073 billion yuan, reflecting a year-on-year growth of 5.17%, while the net profit attributable to shareholders decreased by 44.06% to 123 million yuan [4]. - For 2024, the company anticipates a decline in both revenue and net profit, projecting an operating revenue of 776 million yuan and a net profit of 120 million yuan, representing year-on-year decreases of 27.63% and 2.28%, respectively [4]. - In the first quarter of 2025, the downward trend continued, with operating revenue of 175 million yuan, down 14.67% year-on-year, and a net profit of approximately 46.39 million yuan, a decrease of 17.80% [4]. Dividend Policy - Despite the declining performance, Lijun Co., Ltd. plans to distribute dividends of approximately 62.08 million yuan in 2024, which constitutes 51.63% of its net profit [4]. - The controlling shareholders, who are father and daughter, hold over 60.38% of the company's shares, indicating that they will receive a significant portion of the dividends, estimated to exceed 37.44 million yuan [4]. Market Context - The China Securities Military Industry Index experienced a notable increase of 5% from May 6 to May 12, with several stocks showing consecutive gains, although it has recently faced three consecutive days of decline [3].