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航天智装股价涨5.02%,东海基金旗下1只基金重仓,持有2.28万股浮盈赚取1.92万元
Xin Lang Cai Jing· 2025-09-30 03:23
9月30日,航天智装涨5.02%,截至发稿,报17.57元/股,成交1.68亿元,换手率1.37%,总市值126.11亿 元。 截至发稿,张立新累计任职时间3年26天,现任基金资产总规模5035.44万元,任职期间最佳基金回报 27.75%, 任职期间最差基金回报-41.89%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 数据显示,东海基金旗下1只基金重仓航天智装。东海社会安全(001899)二季度持有股数2.28万股, 占基金净值比例为2.27%,位居第九大重仓股。根据测算,今日浮盈赚取约1.92万元。 东海社会安全(001899)成立日期2015年11月23日,最新规模1445.13万。今年以来收益18.62%,同类 排名2954/4220;近一年收益33.73%,同类排名2072/3846;成立以来亏损43.3%。 东海社会安全(001899)基金经理为张立新。 资料显示,北京航天神舟智能装备科技股份有限公司位于北京市海淀区中关村南三街16 ...
航天智装股价涨5.02%,财通证券资管旗下1只基金重仓,持有1.43万股浮盈赚取1.2万元
Xin Lang Cai Jing· 2025-09-30 03:18
财通资管中证1000指数增强A(019402)基金经理为辛晨晨。 截至发稿,辛晨晨累计任职时间5年23天,现任基金资产总规模1110.61万元,任职期间最佳基金回报 33.96%, 任职期间最差基金回报-34.95%。 9月30日,航天智装涨5.02%,截至发稿,报17.57元/股,成交1.68亿元,换手率1.38%,总市值126.11亿 元。 资料显示,北京航天神舟智能装备科技股份有限公司位于北京市海淀区中关村南三街16号院1号楼2层, 成立日期2007年9月4日,上市日期2015年5月15日,公司主营业务涉及铁路车辆运行安全检测及检修系 统、智能测试仿真系统和微系统与控制部组件、核工业及特殊环境自动化装备。主营业务收入构成为: 核工业及特殊环境智能装备系统51.56%,智能测试仿真系统和微系统与控制部组件30.33%,铁路车辆 运行安全检测及检修系统22.84%。 从基金十大重仓股角度 数据显示,财通证券资管旗下1只基金重仓航天智装。财通资管中证1000指数增强A(019402)二季度 持有股数1.43万股,占基金净值比例为1.85%,位居第十大重仓股。根据测算,今日浮盈赚取约1.2万 元。 财通资管中证 ...
航天智装涨2.07%,成交额1.09亿元,主力资金净流入476.97万元
Xin Lang Zheng Quan· 2025-09-18 02:36
Core Viewpoint - Aerospace Intelligent Equipment Co., Ltd. has shown a significant stock performance with a year-to-date increase of 37.20%, despite recent declines in the short term [1][2]. Company Overview - Aerospace Intelligent Equipment Co., Ltd. was established on September 4, 2007, and listed on May 15, 2015. The company is located in Haidian District, Beijing [1]. - The company's main business includes safety detection and maintenance systems for railway vehicles, intelligent testing and simulation systems, and automation equipment for the nuclear industry and special environments [1]. Financial Performance - For the first half of 2025, the company achieved a revenue of 494 million yuan, representing a year-on-year growth of 3.77%. However, the net profit attributable to shareholders was -154 million yuan, a decrease of 856.66% compared to the previous year [2]. - Cumulatively, the company has distributed 212 million yuan in dividends since its A-share listing, with 32.30 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 10.38% to 38,100, while the average circulating shares per person decreased by 9.40% to 18,574 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable changes in their holdings [3].
航天智装(300455):核工业务阶段性承压 重研发深耕智能装备
Xin Lang Cai Jing· 2025-09-11 12:42
Core Viewpoint - The company reported a total revenue of 494 million yuan for the first half of 2025, reflecting a year-on-year growth of 3.77%, but faced significant net losses attributed to various operational challenges [1][2]. Financial Performance - Total revenue for the first half of 2025 was 494 million yuan, up 3.77% year-on-year [1] - Net profit attributable to shareholders was -154 million yuan, a decline of 856.66% year-on-year [1] - Net profit excluding non-recurring items was -156 million yuan, down 904.94% year-on-year [1] Business Segment Analysis - Revenue from railway vehicle safety testing and maintenance was 112 million yuan, an increase of 17.02% year-on-year, with a gross margin of 32.27%, down 3.90 percentage points [2] - Revenue from intelligent testing simulation systems and micro-systems was 134 million yuan, a decrease of 17.80% year-on-year, with a gross margin of 22.37%, up 3.77 percentage points [2] - Revenue from the nuclear industry and special environment automation equipment was 255 million yuan, an increase of 26.47% year-on-year, but with a gross margin of -44.69%, down 63.89 percentage points [2] Cost Management and R&D Investment - The overall expense ratio was 11.83%, a decrease of 0.54 percentage points year-on-year [3] - R&D expenses increased by 39.93% year-on-year to 39.4 million yuan, reflecting a commitment to business transformation and innovation [3] - The company successfully completed prototypes for new railway technology and advanced systems in the aerospace and nuclear sectors [3] Industry Outlook - The company focuses on intelligent equipment, leveraging its expertise in aerospace technology and system engineering, targeting key national strategic industries [4] - In the first half of 2025, fixed asset investment in railways reached 355.9 billion yuan, a year-on-year increase of 5.5% [4] - The nuclear power sector is projected to grow, with China expected to maintain its position as the world's largest nuclear power producer [4] Profit Forecast - Projected revenues for 2025-2027 are 1.513 billion, 1.763 billion, and 2.064 billion yuan, with net profits of 76 million, 100 million, and 115 million yuan respectively [5] - Corresponding price-to-earnings ratios are estimated at 156.7X, 118.4X, and 103.4X [5]
航天智装(300455):核工业务阶段性承压,重研发深耕智能装备
CMS· 2025-09-11 09:34
Investment Rating - The report maintains a "Strong Buy" rating for the company [2][6]. Core Views - The company focuses on the intelligent equipment sector, leveraging aerospace technology and system engineering experience, with a strategic focus on three key national industries: rail transportation, aerospace, and nuclear industry [2][6]. - The company reported a total revenue of 494 million yuan for the first half of 2025, a year-on-year increase of 3.77%, but a significant net loss of 154 million yuan, a decline of 856.66% year-on-year [1][5]. - The nuclear business is currently under pressure, while the railway vehicle safety detection and maintenance business remains stable, with revenue of 112 million yuan, up 17.02% year-on-year [5][6]. Financial Performance - The company's revenue structure has shifted, with an increased proportion of revenue from the nuclear industry, which has been affected by price adjustments [5]. - The revenue from the nuclear and special environment automation equipment segment was 255 million yuan, up 26.47% year-on-year, but with a negative gross margin of -44.69%, a decline of 63.89 percentage points [5][6]. - The company has maintained good control over expense ratios, with total expenses at 11.83%, a decrease of 0.54 percentage points year-on-year [5]. Future Outlook - The company is expected to see revenue growth from 2025 to 2027, with projected revenues of 1.513 billion yuan, 1.763 billion yuan, and 2.064 billion yuan respectively, and corresponding net profits of 76 million yuan, 100 million yuan, and 115 million yuan [6][8]. - The report highlights the potential for growth in the commercial aerospace and nuclear energy sectors, with the latter expected to maintain a strong long-term development trajectory [6][7].
航天智装(300455) - 2024年度业绩说明会
2025-04-14 09:12
Group 1: Company Overview and Strategic Direction - The company aims to consolidate its position in the aerospace market while expanding its customer base in the commercial aerospace sector, aligning with national strategies [2][3] - The company plans to enhance its market development and technological innovation capabilities, focusing on high-quality development in the aerospace technology industry [3][4] Group 2: Business Operations and Product Offerings - The company has three main business areas: railway vehicle safety detection and maintenance systems, intelligent testing and simulation systems, and automation equipment for the nuclear industry, with the railway business being a market leader [4][5] - The company’s revenue for 2024 is projected at CNY 1.329 billion, a decrease of 5.65% year-on-year, with net profit at CNY 71 million, down 21.42% [10][12] Group 3: Market Challenges and Risk Management - The company faces challenges such as concentrated customer demand and intensified market competition, which have impacted revenue growth [10][12] - The company employs various strategies to mitigate operational risks, including risk identification, assessment, and management, while focusing on value creation and investor communication [5][10] Group 4: Future Plans and Market Positioning - The company is committed to enhancing its core competitiveness by increasing market expansion efforts and technology transfer, particularly in the context of commercial aerospace development [10][12] - The company is exploring collaborations with leading domestic enterprises to strengthen its product offerings and market position [7][12] Group 5: Financial Performance and Shareholder Value - The company has experienced a decline in revenue and profit over the past two years, attributed to market conditions and competitive pressures [10][12] - The company emphasizes long-term value creation and aims to improve its market perception through transparent communication and solid operational strategies [10][12]