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广大特材业绩飙升年内股价涨80% 3.9亿回购落地董事长提议4亿加码
Chang Jiang Shang Bao· 2025-06-18 23:46
长江商报消息 ●长江商报记者 潘瑞冬 回购一轮接着一轮,广大特材(688186.SH)真金白银提振市场信心。 6月18日晚间,广大特材披露回购进展,公司以集中竞价交易方式累计回购股份1776.67万股,支付的资 金总额为3.9亿元,已接近回购计划上限的4亿元。 而6月17日晚间,广大特材公告,公司实际控制人、董事长、总经理徐卫明提议公司使用专项贷款及自 筹资金回购股份,回购资金总额不低于2亿元,不超过4亿元。 这意味着,广大特材即将启动新一轮回购。 长江商报记者注意到,广大特材股价正处于年内高位。2025年以来,广大特材的股价涨幅明显,从年初 的14.99元/股涨至6月18日收盘价27.11元/股,期间涨幅超80%。 长江商报记者注意到,2025年以来,广大特材的股价涨幅明显。K线图显示,公司股价从年初的14.99 元/股涨至6月18日收盘价27.11元/股,期间涨幅超80%。为顺利实施回购,此前,广大特材曾上调了回 购价格上限。 同时,2025年以来,广大特材收获了多支基金的关注,一季度持有广大特材股票的基金数量从2024年末 的1支增至11支。 一季度毛利率大幅提升 业绩方面,2024年四季度以来,广大特 ...
金雷股份(300443) - 2025年5月15日投资者关系活动记录表
2025-05-15 10:24
Group 1: Production Capacity and Utilization - The company has a casting capacity of 150,000 tons, but can currently release 80,000 to 100,000 tons due to various factors affecting production [1] - The effective casting capacity is expected to double this year, achieving 80,000 to 100,000 tons compared to 30,000 to 40,000 tons in 2024 [2] - The production release rate for new projects is approximately 50%-60% in the first year and 70%-80% in the second year [2] Group 2: Market Trends and Demand - The global offshore wind power installed capacity is projected to grow from 8 GW in 2024 to 16 GW in 2025, representing a 100% increase [1] - The company is diversifying its product offerings in the wind power sector, including both forged and cast components [3] - The market for casting products is expected to stabilize due to a self-regulatory agreement among wind power companies to reduce price competition [3] Group 3: Financial Performance and Orders - The company’s overseas orders have remained stable compared to last year, with an increase in offshore casting orders [4] - The company has invested in a subsidiary for bearing production, with expected product output by the end of 2025 [4] - The company’s market share in the casting spindle sector is increasing due to the rapid development of offshore wind power [5]