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万丰奥威跌2.04%,成交额25.24亿元,主力资金净流出3.55亿元
Xin Lang Cai Jing· 2025-08-27 06:56
8月27日,万丰奥威(维权)盘中下跌2.04%,截至13:54,报18.22元/股,成交25.24亿元,换手率 6.44%,总市值386.86亿元。 资金流向方面,主力资金净流出3.55亿元,特大单买入1.51亿元,占比5.98%,卖出4.00亿元,占比 15.85%;大单买入5.12亿元,占比20.27%,卖出6.17亿元,占比24.45%。 截至6月30日,万丰奥威股东户数24.44万,较上期减少8.72%;人均流通股8687股,较上期增加9.55%。 2025年1月-6月,万丰奥威实现营业收入74.94亿元,同比增长1.66%;归母净利润5.01亿元,同比增长 25.74%。 分红方面,万丰奥威A股上市后累计派现38.03亿元。近三年,累计派现7.38亿元。 机构持仓方面,截止2025年6月30日,万丰奥威十大流通股东中,香港中央结算有限公司位居第四大流 通股东,持股2353.89万股,相比上期增加25.79万股。南方中证500ETF(510500)位居第五大流通股 东,持股2205.85万股,相比上期增加563.74万股。永赢低碳环保智选混合发起A(016386)位居第十大 流通股东,持股1009.9 ...
万丰奥威2025年上半年业绩稳健增长,“双引擎”驱动加速布局低空经济新赛道
Quan Jing Wang· 2025-08-27 06:29
8月26日,万丰奥威(002085)(002085.SZ)发布2025年半年报显示,2025年1-6月,公司实现营业收 入74.94亿元,较上年同期增长1.66%;实现归属于上市公司股东的净利润为5.01亿元,较上年同期增长 25.74%。 "双引擎"战略深化:轻量化与通航制造协同发展 公司产业定位"大交通"领域,秉承"双引擎"发展战略,致力于成为全球汽车金属部件轻量化推动者和通 用飞机创新制造全球领跑者。经过20余年的发展,公司形成了汽车金属部件轻量化产业和通航飞机创新 制造产业"双引擎"驱动发展格局。 报告期内,公司从事的主要业务为两大板块,分别为以"铝合金-镁合金"为主线的汽车金属部件轻量化 业务;集自主研发、设计、制造、销售服务等于一体的专业通用飞机制造业务。 数据显示,2025年1-6月,公司汽车金属部件轻量化业务实现营业收入60.56亿元,经营情况整体平稳。 面对竞争较为激烈的产业环境,公司持续优化客户结构,推进生产线数字化管理升级和智能化改造,提 高生产效率。 报告显示,2025年1-6月,公司通航飞机创新制造业务实现营业收入14.38亿元,同比增长12.09%,公司 持续以飞机创新制造为核心, ...
万丰奥威(002085):上半年归母净利5亿元,同比增26%,持续看好公司通航+eVTOL双轮驱动
Huachuang Securities· 2025-08-26 13:00
万丰奥威(002085)2025 年中报点评 推荐(维持) 证 券 研 究 报 告 上半年归母净利 5 亿元,同比增 26%,持续 看好公司通航+eVTOL 双轮驱动 风险提示:低空政策不及预期、低空飞行器安全风险。 [ReportFinancialIndex] 主要财务指标 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) | 16,264 | 17,746 | 19,295 | 21,157 | | 同比增速(%) | 0.4% | 9.1% | 8.7% | 9.6% | | 归母净利润(百万) | 653 | 1,074 | 1,323 | 1,534 | | 同比增速(%) | -10.1% | 64.3% | 23.3% | 15.9% | | 每股盈利(元) | 0.31 | 0.51 | 0.62 | 0.72 | | 市盈率(倍) | 57 | 35 | 28 | 24 | | 市净率(倍) | 5.3 | 4.8 | 4.2 | 3.8 | 资料来源:公司公告,华创证券预测 注:股 ...
万丰奥威涨2.00%,成交额12.85亿元,主力资金净流入1.13亿元
Xin Lang Zheng Quan· 2025-08-26 06:06
8月26日,万丰奥威(维权)盘中上涨2.00%,截至13:38,报17.82元/股,成交12.85亿元,换手率 3.44%,总市值378.37亿元。 截至6月30日,万丰奥威股东户数24.44万,较上期减少8.72%;人均流通股8687股,较上期增加9.55%。 2025年1月-6月,万丰奥威实现营业收入74.94亿元,同比增长1.66%;归母净利润5.01亿元,同比增长 25.74%。 分红方面,万丰奥威A股上市后累计派现38.03亿元。近三年,累计派现7.38亿元。 机构持仓方面,截止2025年6月30日,万丰奥威十大流通股东中,香港中央结算有限公司位居第四大流 通股东,持股2353.89万股,相比上期增加25.79万股。南方中证500ETF(510500)位居第五大流通股 东,持股2205.85万股,相比上期增加563.74万股。永赢低碳环保智选混合发起A(016386)位居第十大 流通股东,持股1009.98万股,相比上期减少132.57万股。 责任编辑:小浪快报 资金流向方面,主力资金净流入1.13亿元,特大单买入1.69亿元,占比13.12%,卖出1.30亿元,占比 10.12%;大单买入3.38 ...
万丰奥威(002085.SZ)发布上半年业绩,归母净利润5.01亿元,增长25.74%
智通财经网· 2025-08-25 11:53
智通财经APP讯,万丰奥威(002085.SZ)发布2025年半年度报告,该公司营业收入为74.94亿元,同比增 长1.66%。归属于上市公司股东的净利润为5.01亿元,同比增长25.74%。归属于上市公司股东的扣除非 经常性损益的净利润为3.87亿元,同比增长7.85%。基本每股收益为0.24元。 2025年1-6月,公司汽车金属部件轻量化业务实现营业收入60.56亿元,同比减少0.54%,经营情况整体 平稳。公司通航飞机创新制造业务实现营业收入14.38亿元,同比增长12.09%。 ...
开拖拉机的姑娘,执掌千亿商业帝国
创业家· 2025-08-19 10:20
Core Viewpoint - The article highlights the entrepreneurial journey of Chen Ailian, founder of WanFeng Group, emphasizing her unique blend of femininity and decisiveness in the male-dominated manufacturing industry, particularly in the aerospace and automotive sectors [8][43]. Group 1: Early Life and Career - Chen Ailian was born in 1958 in Shaoxing, Zhejiang, and displayed strong leadership qualities from a young age, notably becoming a tractor driver despite societal gender norms [14][18]. - In 1992, after gaining experience in various roles, she founded WanFeng Aluminum Wheel Co., focusing on manufacturing aluminum motorcycle wheels, which was a strategic move given the market demand [20][22]. Group 2: Business Growth and Transformation - WanFeng transitioned from motorcycle wheels to automotive wheels in 1998, capitalizing on the booming automotive industry in China, which was experiencing rapid growth due to foreign investments [32][34]. - By 2024, WanFeng had become one of the largest manufacturers of aluminum alloy wheels globally, with approximately 10% market share in the automotive sector and annual revenue exceeding 13.4 billion [36][37]. Group 3: Strategic Acquisitions - In 2013, WanFeng acquired Canadian magnesium leader MagCorp for 1.53 billion, a move that was initially met with skepticism but later proved beneficial as it expanded WanFeng's capabilities in lightweight materials for the automotive industry [39][40]. - The acquisition allowed WanFeng to tap into the growing demand for lightweight materials in aerospace and automotive sectors, significantly boosting its revenue from the automotive lightweight segment [40][42]. Group 4: Vision for the Future - Chen Ailian aims to establish WanFeng as a century-old enterprise, having developed a long-term plan that spans 100 years, focusing on sustainable growth and innovation in manufacturing [55][57]. - The company is also venturing into the general aviation sector, with the establishment of WanFeng Aviation Town, which integrates various aviation-related services and aims to capitalize on the emerging low-altitude economy [52][54].
山东政商要情(7.7—7.13)
Jing Ji Guan Cha Wang· 2025-07-13 12:57
Group 1: Robotics Industry in Shandong - Shandong plans to exceed 50 billion yuan in robot manufacturing industry scale by 2027, aiming to cultivate over three leading enterprises with output exceeding 2 billion yuan each [2] - The "Action Plan" includes 18 measures covering technology innovation, industry cultivation, financial support, standard construction, talent support, and application promotion [2] - The plan aims to enhance technological innovation capabilities and development quality in the robotics sector, establishing Shandong as a national growth pole for robot R&D and manufacturing [2] Group 2: Low-altitude Economy in Shandong - Shandong ranks third in the nation with over 1,400 operational drone enterprises, showcasing a strong development momentum in the low-altitude economy [3] - The low-altitude industry in Shandong is characterized by integrated manufacturing and service development, with over 400 companies involved in the R&D and manufacturing of general aircraft and drones [3][4] - The province aims to strengthen the low-altitude industry's ecosystem by enhancing product innovation, deepening application promotion, and building a comprehensive industrial ecosystem [4] Group 3: Ecological Compensation in the Yellow River Basin - Shandong received 62.07 million yuan in ecological compensation from Henan for the Yellow River basin, contributing to the improvement of water quality in the region [5] - Since the establishment of the compensation mechanism in 2021, Shandong has received a total of 250 million yuan, promoting collaborative ecological protection efforts between the two provinces [5] Group 4: Employment Measures in Jinan - Jinan has introduced 20 specific measures to promote high-quality and sufficient employment, focusing on economic development, skill enhancement, and support for key groups [6] - The city has maintained an annual urban employment increase of over 170,000 in recent years, positioning itself as a significant employment hub [6] Group 5: Talent Development in Qingdao - Qingdao has implemented 20 measures to optimize the talent development ecosystem, focusing on identifying, supporting, and empowering talent [7] - The measures include financial support for young talents and specialized professionals, aiming to create a nurturing environment for talent growth [7] Group 6: Jerry's Gas Project in Algeria - Jerry Oilfield Services Group announced a project award worth approximately 6.126 billion yuan for the Rhourde Nouss gas boosting station in Algeria [8] - This project marks an expansion of Jerry's oil and gas engineering services in North Africa, aligning with the company's strategic focus on the Middle East and North Africa [8]
新华视点|绿色能源·低空经济·田间“速递”——经济新动能一线观察
Xin Hua She· 2025-07-09 06:49
Group 1: Foreign Trade and Manufacturing - The steel furniture industry in Luoyang, Henan, has over 1,000 companies and exports more than 1,000 types of steel furniture to over 120 countries and regions globally [1] - The town of Shaogang in Yucheng, Shangqiu, has the largest professional wholesale market for steel tape measures in Central China, producing nearly 1.5 billion tape measures annually, accounting for over 65% of the global market share, with an annual output value exceeding 12 billion yuan [1] Group 2: Renewable Energy - Guizhou province is focusing on developing its renewable energy sector, particularly wind and solar power, leveraging its natural resources [2] - The Xianshuiwo Agricultural Photovoltaic Power Station in Weining County utilizes high supports and large spacing for solar arrays, promoting a "dual win" for agricultural income and energy generation [2] Group 3: Low-altitude Economy - The aviation town in Wuhu, Anhui, has strategically planned its low-altitude economy since 2013, with the total revenue from this sector expected to reach 46.38 billion yuan in 2024, reflecting a year-on-year growth of 15.95% [3] Group 4: Agricultural Technology - In Xiaoshan District, Hangzhou, agricultural drones are being used to enhance the efficiency of transporting harvested bayberries, providing farmers with a new harvesting experience [4] Group 5: E-commerce and Logistics - The red apricot harvest in Pengyang County, Ningxia, is being facilitated by rapid development in local logistics, allowing for direct sales through e-commerce and efficient distribution across the country [5]
巩固提升航空产业传统优势加速竞逐低空经济新赛道——专访哈尔滨经开区管委会副主任、平房区政府副区长余定志
Xin Hua Cai Jing· 2025-06-16 16:43
Core Viewpoint - The low-altitude economy is seen as a significant opportunity for economic development, with various provinces and cities in China implementing action plans to transform low-altitude airspace into an economic space, enhancing productivity from the sky [1][4]. Group 1: Development Strategies - The Harbin Economic Development Zone (HEDZ) is focusing on leveraging national policies to promote low-altitude economic development, emphasizing a strategy of "large supply, micro scenarios, and broad collaboration" [1][3]. - The region aims to build a low-altitude manufacturing base, enhance low-altitude service capabilities, and establish a low-altitude route network to boost manufacturing supply capacity [1][4]. Group 2: Industrial Strengths - HEDZ has become the largest helicopter manufacturing base in China and a key hub for aviation aluminum-magnesium alloy processing and composite materials production [3]. - The area hosts prominent companies such as Harbin Aircraft Industry Group and has received multiple national recognitions for its aviation equipment innovation and advanced manufacturing capabilities [3][4]. Group 3: Future Plans - The "Harbin Low-altitude Economy High-Quality Development Implementation Plan (2024-2027)" aims to cultivate three major low-altitude manufacturing industry chains: general aviation aircraft, drones, and eVTOLs, while establishing innovation platforms [3][5]. - The plan includes the development of three core industrial zones focused on intelligent manufacturing of unmanned aerial vehicles, general aviation aircraft, and key components for civil aviation [4]. Group 4: Economic Impact - The low-altitude economy is expected to become a new engine for China's economic development, contributing to the goals of becoming a manufacturing, technological, and transportation powerhouse [5]. - HEDZ plans to integrate the industrial chain, innovation chain, financial chain, and talent chain to foster a comprehensive low-altitude economic ecosystem [5].
万丰奥威(002085):2024年报及2025年一季报点评:传统业务稳健发展,低空业务未来可期
Guoyuan Securities· 2025-05-19 08:30
[Table_Summary] 报告要点: 营收增长稳健,费用管控得当 2024 年公司实现营收 162.64 亿元,同比+0.35%;归母净利 6.53 亿元,同 比-10.14%;销售毛利率16.53%,同比-3.8pct;净利率5.17%,同比-1.21pct。 公 司 费 用 控 制 得 当 , 销 售 / 管 理 / 研 发 / 财 务 费 用 率 分 别 为 1.18%/4.37%/2.84%/0.53%,分别同比下降 0.19/0.43/0.22/1.01pct。25Q1 公司实现营收35.67亿元,同比+0.75%;归母净利2.75亿元,同比+21.29%; 毛利率 18.34%,同比-1.48pct;净利率 10.54%,同比+2.30pct。 轻量化业务稳步增长,通航制造业务快速发展 [Table_Main] 公司研究|可选消费|汽车与汽车零部件 证券研究报告 万丰奥威(002085)公司点评报告 2025 年 05 月 19 日 [Table_Title] 传统业务稳健发展,低空业务未来可期 ——万丰奥威(002085)2024 年报及 2025 年一季报点评 公司深耕轻量化金属部件,构 ...