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温多利终止北交所IPO 原拟募资1.32亿联储证券保荐
Sou Hu Cai Jing· 2025-08-09 07:59
中国经济网北京8月9日讯 北交所网站昨日公布关于终止对温多利遮阳材料(德州)股份有限公司(以下简 称"温多利")公开发行股票并在北京证券交易所上市审核的决定。 截至招股说明书签署日,Window Answers持有公司 54.73%的股份,为公司的控股股东。ZHAO GUO HUA、ZHU SHU WEN夫妇合计持有 Window Answers 100.00%的股份,除此之外,ZHAO GUO HUA还 分别担任德州新澳、德州华明的执行事务合伙人,并持有德州新澳和德州华明各50.00%的合伙人份 额;ZHAO GUO HUA、ZHU SHU WEN通过Window Answers、德州新澳、德州华明间接持有公司股份 共29,764,800 股,占本次发行前公司股本总额的59.53%。ZHAO GUO HUA、ZHU SHU WEN为公司实 际控制人。ZHAO GUO HUA、ZHU SHU WEN,均为新西兰国籍。 北交所于2023年12月25日受理了温多利提交的公开发行相关申请文件,并按照规定进行了审核。 2025年7月17日,温多利向北交所提交了撤回公开发行股票并在北京证券交易所上市申请文件的申请。 根 ...
西大门:7月29日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-07-29 10:49
Core Viewpoint - Xidamen (SH 605155, closing price: 12.49 yuan) announced the convening of its fourth board meeting on July 29, 2025, to discuss the appointment of the internal audit director and other documents [2] Revenue Composition - For the year 2024, Xidamen's revenue composition is as follows: - Sunshade fabric manufacturing accounts for 57.11% - Sunshade finished products manufacturing accounts for 39.72% - Other manufacturing accounts for 2.02% - Other businesses account for 1.14% [2]
关税调整,跨境电商仍有作为——遮阳面料行业跟踪点评
Orient Securities· 2025-05-29 13:25
Investment Rating - The industry investment rating is maintained as "Positive" [6] Core Insights - The overseas shading fabric market is large, and domestic companies are accelerating their international expansion, with market share expected to continue increasing. Some domestic shading material companies have also expanded into overseas shading finished products, primarily through cross-border e-commerce, achieving significant results [4][9] - The company West Gate (605155, Buy) is recommended for attention due to its dual-driven strategy focusing on shading fabrics and finished products, with potential for improved profitability [4] Summary by Sections Market Dynamics - The U.S. government announced a reduction in tariffs on small packages from 120% to 54%, easing the pressure on cross-border e-commerce businesses. This adjustment is expected to maintain the competitiveness of Chinese shading finished products in the U.S. market [9] - The shading materials industry is experiencing a dual-driven growth model, with domestic companies leveraging manufacturing advantages to capture a stable growth in the overseas shading fabric market [9] Company Performance - West Gate's shading finished product business achieved revenue of 320 million yuan in 2024, a year-on-year increase of 119.7%, primarily driven by cross-border e-commerce [9] - The gross profit margin for this business was 48.7%, reflecting a year-on-year increase of 2.0 percentage points, indicating strong profitability potential [9]
天风证券晨会集萃-20250523
Tianfeng Securities· 2025-05-22 23:41
Group 1: Consumer Electronics - The report highlights the positive outlook for the consumer electronics sector due to the recent adjustments in US-China trade tariffs, which are expected to improve the export environment for Chinese manufacturers in the Apple supply chain, such as GoerTek and Luxshare Precision [3] - The 3D printing industry is experiencing significant developments, with domestic companies making breakthroughs in key technologies, which may disrupt foreign monopolies [3] - The iPhone 16 series is seeing price differentiation in various sales channels, with innovation being a key driver, including the introduction of Apple's first foldable iPhone [3] Group 2: Home Appliances - The global pool cleaning robot market is projected to grow significantly, with an expected penetration rate of 28% by 2026, driven by the increasing number of pools worldwide [5] - The competitive landscape in the pool cleaning robot industry is concentrated, with a lack of innovation providing opportunities for Chinese brands to gain market share, as evidenced by a significant increase in their presence on platforms like Amazon [5] - The report recommends several companies in the home appliance sector, including Gree Electric, Midea Group, and Ecovacs, as potential investment opportunities [5][43] Group 3: Textile and Building Materials - The report indicates that the company achieved a revenue of 1.9 billion yuan in Q1 2025, reflecting a 13% year-on-year increase, driven by increased sales orders [15] - The company is expanding its overseas e-commerce business and has established strategic partnerships to enhance its international presence [15][25] - The report maintains a "buy" rating for the company, projecting net profits of 1.6 billion, 1.9 billion, and 2.4 billion yuan for 2025-2027 [15][25]
西大门(605155):遮阳成品驱动增长
Tianfeng Securities· 2025-05-22 13:11
公司报告 | 公司点评 西大门(605155) 证券研究报告 遮阳成品驱动增长 业绩稳健,遮阳成品驱动增长 公司公告 25 年 Q1 实现营收 1.9 亿同比+13%,归母净利润 0.23 亿同比-1%, 扣非归母净利 0.21 亿同比-7%; 24 年公司实现营业收入 8.2 亿元,同比+28%,营收增长主要系公司销售订 单增加;归母净利润 1.2 亿元,同比+34%,扣非归母净利 1.2 亿元,同比 +34%。 公司业绩增速较快,毛利率、净利率进一步提升,盈利能力持续向好。目 前公司在手订单 2-3 个月,基本满产满销,产能可根据订单情况动态调整, 可有效满足客户要求。 分产品看,24 年公司遮阳面料营收 4.7 亿同比-1%,毛利率 38%同比+1.2pct; 遮阳成品营收 3.2 亿同比+120%,毛利率 49%同比+2.0pct;其他产品 0.2 亿同比+48%。 海外市场表现亮眼 分地区看,24 年中国大陆实现营收 1.8 亿同比-13%,中国大陆以外的国家 地区实现营收 6.3 亿同比+48%,中国大陆以外地区收入占比较高且增长较 快。公司通过建立全球销售网络和服务体系,成功拓展了北美、欧洲等主 ...