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永臻股份(603381):业绩符合预期,积极推进产业链延伸与新业务拓展
SINOLINK SECURITIES· 2025-08-28 01:46
业绩简评 8 月 27 日公司披露 2025 年半年报,上半年实现营收 57.0 亿 元,同比+61%;实现归母净利润 0.52 亿元,同比-71%。其中 Q2 实 现营收 31.1 亿元,同比+51%、环比+20%;实现归母净利润 0.25 亿 元,同比-77%、环比-8%。业绩处于预告范围内,符合预期。 经营分析 边框加工费下降盈利承压,差异化越南产能贡献超额盈利。 上半年边框产品实现收入 49.15 亿元,同比显著增长,主要源自 边框产销量增长。上半年光伏行业供需矛盾凸显,铝边框行业竞争 加剧、加工费下滑,公司边框业务毛利率下降至 4.74%。Q2 公司越 南产能基地快速释放,聚焦美国、印度等潜力地区市场,海外边框 实际供给较少的背景下,越南差异化产能获得了较高的加工费与 利润率,Q2 公司销售毛利率 4.51%,环比提升 0.57 PCT。 边框产能扩张稳步推进,积极推进业务延伸。上半年公司积 极推进边框产能扩张及业务延伸,光伏边框产能方面,公司包头基 地年产 100GW 光伏铝边框及 60 万吨铝合金新材料熔铸项目已于 2025 年 4 月完成奠基,为后续持续提升产品市占率、巩固行业地 位奠定了坚实 ...
【私募调研记录】幻方量化调研立中集团
Zheng Quan Zhi Xing· 2025-08-28 00:12
调研纪要:2025年上半年,立中集团充分发挥产业链协同优势,推动销售收入稳步增长,实现营业收入 1,444,339万元,同比增长15.41%,净利润40,129万元,同比增长4.97%。公司推进铝合金新材料在新能 源汽车、人形机器人、储能及半导体等领域的应用,多项新材料已实现量产或验证。公司在泰国和墨西 哥建立生产基地,泰国新增第三工厂,墨西哥扩建车轮产能,享受'零关税'政策。公司成为首单成交单 位,通过期货市场实现再生铝产品标准化流通,提升市场认可度。公司聚焦高端锻造、铸旋和低碳铝合 金车轮,扩展海外产能,提升全球供应能力。 根据市场公开信息及8月27日披露的机构调研信息,知名私募幻方量化近期对1家上市公司进行了调研, 相关名单如下: 1)立中集团 (宁波幻方量化投资参与公司业绩说明会) 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 机构简介: 幻方量化(九章资产)是一家依靠数学与计算机科学进行量化投资的对冲基金公司。创始团队于2008年开 始致力于量化对冲领域的研究、创新与实践,依靠强大的系统、独特的模型、严谨的风控,始终保持令 ...
【私募调研记录】凯丰投资调研立中集团
Zheng Quan Zhi Xing· 2025-08-28 00:12
根据市场公开信息及8月27日披露的机构调研信息,知名私募凯丰投资近期对1家上市公司进行了调研, 相关名单如下: 1)立中集团 (深圳凯丰投资参与公司业绩说明会) 调研纪要:2025年上半年,立中集团充分发挥产业链协同优势,推动销售收入稳步增长,实现营业收入 1,444,339万元,同比增长15.41%,净利润40,129万元,同比增长4.97%。公司推进铝合金新材料在新能 源汽车、人形机器人、储能及半导体等领域的应用,多项新材料已实现量产或验证。公司在泰国和墨西 哥建立生产基地,泰国新增第三工厂,墨西哥扩建车轮产能,享受'零关税'政策。公司成为首单成交单 位,通过期货市场实现再生铝产品标准化流通,提升市场认可度。公司聚焦高端锻造、铸旋和低碳铝合 金车轮,扩展海外产能,提升全球供应能力。 机构简介: 深圳市凯丰投资管理有限公司,是一家投资于全球大宗商品、债券、权益类资产及其衍生品的宏观对冲 基金管理公司。凯丰投资是中国基金业协会会员、中国期货业协会会员,具有中国证券基金业协会批准 的私募基金管理人资格。公司管理的多只阳光化基金产品的业绩与规模均居于国内同类产品前列,并荣 获"2014年度金牛私募管理公司(宏观期 ...
矢志攀登铝材科技高峰
Jing Ji Ri Bao· 2025-06-16 22:06
Core Insights - The transformation of Binzhou Aluminum Industry from traditional heavy production to lightweight manufacturing is highlighted, emphasizing the need for higher value-added products and a longer industrial chain [1] - Weiqiao Group has launched six new series of aluminum alloy materials that enhance strength, toughness, and serviceability, achieving a 20% weight reduction in vehicles and improving fuel efficiency and electric vehicle range [2] Group 1 - The aluminum industry in Binzhou is recognized for its significant production capabilities in alumina, electrolytic aluminum, and aluminum materials, but faces challenges due to a heavy reliance on primary products and low added value [1] - The establishment of a full-process automotive lightweight base by Shandong Hongxing Light Alloy Co., Ltd. aims to replace intermediate products with high-value terminal components, promoting the use of aluminum alloys over steel in vehicles [1] Group 2 - The new aluminum alloys developed by Weiqiao Group can be applied throughout the automotive body, ensuring safety and cost control while achieving a 20% weight reduction and a decrease in fuel consumption by approximately 1 liter per 100 kilometers [2] - The modernization of the aluminum production process has led to a cleaner and more efficient environment, incorporating AI technology to enhance automation and operational efficiency [2]
立中集团:继续坚持“铝合金新材料和汽车轻量化零部件全球供应商”市场定位 进一步完善全球化产能布局
Quan Jing Wang· 2025-05-10 03:27
Core Viewpoint - The company has established unique core competitive advantages through long-term efforts and comprehensive development across various business segments, enhancing its resilience and market position [1][2]. Group 1: Competitive Advantages - The company has achieved synergistic development across its business segments, leading to shared sales channels, centralized procurement for cost savings, and improved risk resistance [1]. - The company possesses strong production capabilities and a diversified global capacity layout and sales network, highlighting its scale and regional advantages [1]. Group 2: Future Strategy - The company will continue to position itself as a global supplier of aluminum alloy new materials and lightweight automotive components, enhancing its international competitiveness [2]. - The company aims to expand its presence in the new energy vehicle market and accelerate the transition to high-value-added wheel products such as spun, forged, and large-sized wheels [2]. - The company plans to leverage its supply chain advantages to increase its market share in low-carbon and green aluminum alloy wheels, ensuring sustainable development through global resource support [2]. - The company will focus on developing high-performance new materials for applications in new energy vehicles, 3C products, low-altitude economy, humanoid robots, and semiconductor chips [2]. - The company intends to increase research and market development efforts for high-end functional intermediate alloy materials to boost market share in this segment [2].