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南都电源涨2.15%,成交额2.10亿元,主力资金净流入618.90万元
Xin Lang Cai Jing· 2025-09-23 01:58
Core Viewpoint - Nandu Power has shown a mixed performance in stock price and financial results, with a notable increase in stock price year-to-date but a significant decline in revenue and net profit for the first half of 2025 [1][2]. Group 1: Stock Performance - As of September 23, Nandu Power's stock price increased by 2.15% to 19.52 CNY per share, with a trading volume of 210 million CNY and a turnover rate of 1.28%, resulting in a total market capitalization of 17.533 billion CNY [1]. - Year-to-date, Nandu Power's stock price has risen by 20.94%, with a slight decline of 0.76% over the last five trading days, a 15.64% increase over the last 20 days, and a 24.97% increase over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Nandu Power reported a revenue of 3.923 billion CNY, representing a year-on-year decrease of 31.67%, and a net profit attributable to shareholders of -232 million CNY, a decline of 225.48% compared to the previous year [2]. Group 3: Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders for Nandu Power was 122,400, a decrease of 8.78% from the previous period, with an average of 6,968 circulating shares per shareholder, an increase of 9.66% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 10.2998 million shares, an increase of 1.013 million shares from the previous period, and Southern CSI 1000 ETF, holding 8.282 million shares, an increase of 1.759 million shares [3].
南都电源9月17日获融资买入2.13亿元,融资余额13.82亿元
Xin Lang Cai Jing· 2025-09-18 01:32
9月17日,南都电源涨1.17%,成交额19.22亿元。两融数据显示,当日南都电源获融资买入额2.13亿 元,融资偿还2.29亿元,融资净买入-1540.66万元。截至9月17日,南都电源融资融券余额合计13.86亿 元。 分红方面,南都电源A股上市后累计派现6.84亿元。近三年,累计派现5610.24万元。 机构持仓方面,截止2025年6月30日,南都电源十大流通股东中,香港中央结算有限公司位居第四大流 通股东,持股1029.98万股,相比上期增加101.30万股。南方中证1000ETF(512100)位居第五大流通股 东,持股828.20万股,相比上期增加175.90万股。华夏中证1000ETF(159845)位居第十大流通股东, 持股488.92万股,相比上期增加126.74万股。 责任编辑:小浪快报 融券方面,南都电源9月17日融券偿还4400.00股,融券卖出6000.00股,按当日收盘价计算,卖出金额 11.94万元;融券余量20.51万股,融券余额408.15万元,超过近一年60%分位水平,处于较高位。 资料显示,浙江南都电源动力股份有限公司位于浙江省杭州市西湖区文二西路822号,成立日期199 ...
南都电源涨2.06%,成交额10.23亿元,主力资金净流出3534.18万元
Xin Lang Cai Jing· 2025-09-15 02:23
Company Overview - Nandu Power, established on December 8, 1997, and listed on April 21, 2010, is located in Hangzhou, Zhejiang Province. The company focuses on the research, manufacturing, sales, and service of a full range of new energy storage products and systems, including industrial and residential storage, as well as integrated recycling of environmentally friendly resources [1][2]. Financial Performance - As of June 30, 2025, Nandu Power reported a revenue of 3.923 billion yuan, a year-on-year decrease of 31.67%. The net profit attributable to shareholders was -232 million yuan, reflecting a significant year-on-year decline of 225.48% [2]. - The company has cumulatively distributed 684 million yuan in dividends since its A-share listing, with 56.102 million yuan distributed over the past three years [3]. Stock Performance - On September 15, Nandu Power's stock price increased by 2.06%, reaching 20.34 yuan per share, with a trading volume of 1.023 billion yuan and a turnover rate of 5.96%. The total market capitalization stood at 18.269 billion yuan [1]. - Year-to-date, the stock price has risen by 26.02%, with a 7.62% increase over the past five trading days, a 14.21% increase over the past 20 days, and a 36.69% increase over the past 60 days [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased to 122,400, a reduction of 8.78%. The average number of circulating shares per person increased by 9.66% to 6,968 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 10.2998 million shares, an increase of 1.013 million shares from the previous period. Southern CSI 1000 ETF and Huaxia CSI 1000 ETF are also among the top shareholders, with increases in their holdings [3]. Business Segments - Nandu Power's main business revenue composition includes lithium-ion battery products (50.83%), lead-acid battery products (21.49%), recycled lead products (19.35%), and lithium battery materials (8.33%) [1]. - The company operates within the electric equipment industry, specifically in the battery sector, and is involved in various concept sectors such as solid-state batteries, energy interconnection, flying cars, battery recycling, and sodium batteries [1].
南都电源涨2.07%,成交额3.06亿元,主力资金净流入817.19万元
Xin Lang Cai Jing· 2025-08-27 03:15
Core Viewpoint - Nandu Power has experienced fluctuations in stock price and financial performance, with a notable decline in revenue and profit in the first half of 2025, while maintaining a focus on energy storage solutions and related products [1][2]. Financial Performance - As of June 30, 2025, Nandu Power reported a revenue of 3.923 billion yuan, a year-on-year decrease of 31.67% [2]. - The company recorded a net profit attributable to shareholders of -232 million yuan, representing a year-on-year decrease of 225.48% [2]. - Cumulative cash dividends since the A-share listing amount to 684 million yuan, with 56.102 million yuan distributed over the past three years [3]. Stock Market Activity - On August 27, 2023, Nandu Power's stock price increased by 2.07%, reaching 17.23 yuan per share, with a trading volume of 306 million yuan and a turnover rate of 2.11% [1]. - The company has seen a net inflow of main funds amounting to 8.1719 million yuan, with significant buying activity from large orders [1]. - Year-to-date, the stock price has increased by 6.75%, with a 15.56% increase over the past 20 days [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased to 122,400, a reduction of 8.78% [2]. - The average number of circulating shares per shareholder increased by 9.66% to 6,968 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable increases in their holdings [3]. Business Overview - Nandu Power, established on December 8, 1997, focuses on the research, manufacturing, sales, and service of new energy storage products, including lithium-ion batteries and lead-acid batteries [1]. - The company's revenue composition includes lithium-ion battery products (50.83%), lead-acid battery products (21.49%), recycled lead products (19.35%), and lithium battery materials (8.33%) [1]. - The company operates within the electric equipment industry, specifically in the battery sector, and is involved in various concept sectors such as IDC power, flying cars, graphene, digital energy, and new energy vehicles [1].
南都电源涨2.35%,成交额5.44亿元,主力资金净流出2455.85万元
Xin Lang Cai Jing· 2025-08-25 03:49
Core Viewpoint - The stock of Nandu Power has shown fluctuations with a recent increase of 2.35%, while the company faces challenges with a significant drop in revenue and net profit in the first half of 2025 [1][2]. Financial Performance - As of June 30, 2025, Nandu Power reported a revenue of 3.923 billion yuan, a year-on-year decrease of 31.67% [2]. - The net profit attributable to shareholders was -232 million yuan, reflecting a year-on-year decrease of 225.48% [2]. - The stock price has increased by 7.93% year-to-date, but has seen a decline of 2.19% over the last five trading days [1]. Shareholder Information - The number of shareholders as of June 30, 2025, was 122,400, a decrease of 8.78% from the previous period [2]. - The average number of circulating shares per shareholder increased by 9.66% to 6,968 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable increases in their holdings [3]. Business Overview - Nandu Power specializes in the research, manufacturing, sales, and service of new energy storage products, including lithium-ion batteries, lead-acid batteries, and recycled lead products [1]. - The revenue composition is as follows: lithium-ion battery products (50.83%), lead-acid battery products (21.49%), recycled lead products (19.35%), and lithium battery materials (8.33%) [1]. - The company is categorized under the power equipment industry, specifically in batteries and energy storage [1].
刚扭亏就喊业绩反转?储能价格战下南都电源赴港IPO谋破局|看财报
Sou Hu Cai Jing· 2025-08-18 07:34
Core Viewpoint - The energy storage industry is experiencing a price war and a reshuffling of manufacturers, with Nandu Power facing significant challenges despite claims of a performance turnaround after a substantial loss last year [1][6]. Financial Performance - In the first half of 2025, Nandu Power reported revenue of 3.923 billion yuan, a year-on-year decline of 31.67%, and a net loss of 232 million yuan, a year-on-year decrease of 225.48% [1][2]. - The company attributed the revenue decline to strategic transformation and a reduction in the lead recycling business, while the loss was linked to lower revenue recognition in Q1 [1][6]. - In Q2 2025, Nandu Power achieved revenue of 2.784 billion yuan, a year-on-year increase of 0.93%, but the net profit attributable to shareholders was 34 million yuan, down 67.03% year-on-year [2]. Product Performance - Nandu Power's main products include lithium-ion batteries (50.83% of revenue), lead-acid batteries (21.49%), recycled lead (19.35%), and lithium battery materials (8.34%) [4]. - The gross margin for lithium-ion batteries fell by 11.61% to 17.63%, while recycled lead products had a gross margin of -11.02%, indicating significant cost coverage issues [4][5]. Industry Context - The energy storage sector is facing project delays and terminations, with many companies opting for a more rational approach amid tightening financing conditions [8]. - Despite these challenges, Nandu Power is pursuing growth, with a production capacity of 10 GWh for lithium-ion batteries and 4 GWh for lead-acid batteries, although utilization rates are only 70.4% and 62.5%, respectively [8]. IPO and Legal Issues - Nandu Power has initiated plans for an IPO in Hong Kong, aiming to expand its international business and address its high debt levels, which currently stand at 80.04% [8][9]. - The company is also embroiled in a legal dispute with New Day Co., with claims amounting to 486 million yuan, adding financial uncertainty to its IPO prospects [9]. Market Opportunities - Nandu Power has secured several significant orders, including a 2.8 GWh semi-solid battery independent energy storage project, indicating potential for future growth despite current challenges [7]. - The company is also developing a third-generation high-voltage lithium battery system, which could enhance its market position in high-density backup applications [7].
南都电源去年净利暴跌4260.62%,单季亏损17.44亿元,负债压顶计划港股上市“输血”
Hua Xia Shi Bao· 2025-05-01 12:21
Core Viewpoint - Nandu Power has reported its largest loss in history, struggling with a significant decline in revenue and a shift from lead-acid to lithium batteries amid intense market competition [2][3]. Financial Performance - In 2024, Nandu Power achieved revenue of 7.984 billion yuan, a year-on-year decrease of 45.56%, and incurred a loss of 1.497 billion yuan, a 4260.62% decline compared to a profit of 35.976 million yuan in 2023 [2]. - In Q1 2025, the company reported revenue of 1.139 billion yuan, down 61.81% year-on-year, with a loss of 266 million yuan, contrasting with a profit of 82.586 million yuan in Q1 2024, marking a 422.47% decrease in net profit [2]. Business Transition - Nandu Power has been transitioning from lead-acid to lithium batteries since its establishment in 1994, but has faced challenges, including a significant drop in new energy storage shipments and underutilization of production capacity [3][4]. - The company has chosen to abandon some low-price competitive orders to ensure product quality and cash flow, leading to a substantial decrease in new energy storage shipments [3][6]. Product Revenue Breakdown - The revenue from Nandu Power's four main product categories—recycled lead products, lithium battery products, lead-acid battery products, and lithium battery materials—was 42.31%, 29.44%, 19.62%, and 8.63% respectively, all experiencing contraction in 2024 [4]. - Sales of lithium batteries fell to 2.81 GWh, a decrease of 1.78 GWh or 38.78% year-on-year, while lead-acid battery sales dropped to 2.62 GWh, down 0.96 GWh or 26.82% [4]. Profitability Challenges - The recycled lead products, which are the largest revenue source, are currently operating at a loss, with a gross margin of -3.11% in 2024, despite a slight improvement from the previous year [5]. - The gross margin for lithium battery products plummeted to -8.12% in 2024, a decrease of 26.44 percentage points year-on-year, due to intense competition and falling sales prices [6][7]. Asset and Debt Management - Nandu Power's asset impairment losses reached 588 million yuan in 2024, accounting for 36.78% of total profit, primarily due to inventory write-downs and goodwill impairment [7]. - The company's debt ratio has been increasing, reaching 81.14% by Q1 2025, indicating a high-risk financial position [8]. Future Outlook - Nandu Power aims to optimize its customer structure and improve cash flow while pursuing a listing on the Hong Kong Stock Exchange to enhance its international market presence and alleviate debt pressure [8].