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中材科技(002080) - 002080中材科技投资者关系管理信息20250825
2025-08-25 10:50
证券代码:002080 证券简称:中材科技 中材科技股份有限公司投资者关系活动记录表 编号:2025-003 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | √其他 (电话会议) | | 参与单位名称及 | 长江证券、交银施罗德基金、华夏基金等180余人 | | 人员姓名 | | | 时间 | 2025 年 8 月 22 日上午 10:00-11:30 | | 地点 | 线上会议 | | | 公司董事长黄再满先生,公司财务总监高岭先生,公司董事冯 | | 上市公司接待人 | 俊先生,公司副总裁、董事会秘书何思成女士,中材叶片总经 | | 员姓名 | 理徐俊先生,苏州有限总经理袁卓伟先生,泰山玻纤总经理助 | | | 理陈锐先生,中材锂膜财务总监冯淑文女士 | | | 2025 年上半年,公司实现营业收入 133 亿元,同比增长 | | | 26%;归母净利润 10 亿元,同比增长 115%;扣非归母净利 8 | | | 亿元,同比增长 245%;经营现金流净额 ...
中材科技,净利增长245%,玻纤、叶片、锂膜销量大增
DT新材料· 2025-08-24 16:04
【DT新材料】 获悉,8月22日, 中材科技 发布2025年上半年业绩报告,公司实现营业收入133.3亿元,同比增长26%;实现归属于上市公司股东的净 利润10.0亿元,同比增长115%;实现归属于上市公司股东的扣除非经常性损益的净利润8.1亿元,同比增长245%。 中材科技围绕新能源、新材料、绿色低碳等战略性新兴产业方向,聚焦 特种纤维、复合材料、新能源材料 三大赛道、秉持" 做优玻纤、做强叶片、做 大锂膜 "的产业发展思路,集中优势资源大力发展玻璃纤维及制品、风电叶片、锂电池隔膜三大主导产业,同时从事高压复合气瓶、膜材料及其他复 合材料制品的研发、制造及销售。 (1)玻璃纤维业务 : 报告期内, 泰山玻纤 充分发挥高端产品结构占比高的优势,盈利能力大幅跃升,共销售玻璃纤维及制品67.3万吨,实现销售 收入43.5亿元,同比增长13%,实现归母净利润5.6亿元,同比增长262%; 其中,特种纤维布实现销售895万米,产品覆盖低介电一代纤维布、低介电 二代纤维布、低膨胀纤维布及超低损耗低介电纤维布全品类产品 ,且均已完成国内外头部客户的认证及批量供货,产品性能媲美国际厂商。 报告期内,玻璃纤维产品均价同比增长 ...
中材科技20250822
2025-08-24 14:47
中材科技 20250822 摘要 中材科技玻纤业务优化产品结构,泰山玻纤销售收入达 43.5 亿元,同 比增长 13%,净利润 5.8 亿元,同比大增 216%,毛利率显著提升,受 益于太原基地产能释放及特纤布产品放量,盈利能力有望持续增强。 中材叶片提前布局大叶型风电叶片,销量达 15.2GW,同比增长 103%,销售收入 52 亿元,同比增加 84%,净利润 3.6 亿元,同比增 282%。精益管理和成本控制显著提升盈利能力,预计下半年需求释放 将进一步提升盈利水平。 中材锂膜上半年销售锂电池隔膜 13 亿平方米,同比增长 60%。尽管行 业竞争激烈,价格承压,但高端产品占比提升和新产能释放降低了成本, 二季度毛利率环比改善明显,未来经营能力有望进一步提升。 公司销售储氢气瓶 3,000 只,市场份额超过 50%,保持国内领先地位, 为未来发展奠定基础。同时,公司积极布局航空复合材料、低空经济、 新能源汽车用复合材料等新兴领域,并已获得多个产品认证与批量供应 订单。 泰山玻纤 AI 用低介电 1~2 代、低膨胀石英布等全品类产品已深度卡位 国际头部核心客户,上半年实现销量约 895 万米,为后续产能释放及 ...
中材科技股份有限公司2025年半年度报告摘要
Core Viewpoint - The company reported significant growth in revenue and net profit for the first half of 2025, driven by its focus on strategic emerging industries such as new energy and new materials, particularly in the fields of special fibers, composite materials, and new energy materials [7][11][12]. Company Overview - The company achieved operating revenue of 13.33 billion yuan, a year-on-year increase of 26% [7]. - The net profit attributable to shareholders reached 1 billion yuan, up 115% year-on-year, while the net profit excluding non-recurring gains and losses was 810 million yuan, reflecting a 245% increase [7]. Business Segments Glass Fiber Business - The company’s subsidiary, Taishan Glass Fiber, has an annual production capacity of over 1.5 million tons and is a leader in the special fiber field, with products sold in over 80 countries [8][9]. - In the first half of 2025, the company sold 673,000 tons of glass fiber products, generating sales revenue of 4.35 billion yuan, a 13% increase year-on-year [12]. - The average price of glass fiber products increased by 14% year-on-year, with a gross margin of 26%, up 11 percentage points [12]. Wind Power Blade Business - The company’s subsidiary, Zhongcai Blades, is a leading provider of wind power blade design, manufacturing, and services, with a production capacity exceeding 30 GW [15]. - In the first half of 2025, the company sold 15.3 GW of wind power blades, a 103% increase year-on-year, with revenue from this segment reaching 5.2 billion yuan, up 84% [19]. Lithium Battery Separator Business - The company’s subsidiary, Zhongcai Lithium Membrane, has established seven production bases in China and is expanding internationally [22]. - The company sold 1.3 billion square meters of lithium battery separators, achieving revenue of 930 million yuan, a 22% increase year-on-year [25]. - The market for lithium battery separators is experiencing high growth, with domestic production increasing by 49% year-on-year [24]. Industry Trends - The glass fiber industry is witnessing a recovery in demand, particularly in high-end applications, with prices showing a rising trend [11]. - The wind power industry in China continues to grow robustly, with new installations reaching 51.39 GW in the first half of 2025, a 98.9% increase year-on-year [16]. - The lithium battery separator market is benefiting from the rapid growth of the new energy vehicle sector, with production increasing significantly [23][24].
星源材质(300568):中报点评:业绩短期承压,积极布局固态电池电解质
Zhongyuan Securities· 2025-08-21 13:02
分析师:牟国洪 登记编码:S0730513030002 mough@ccnew.com 021-50586980 业绩短期承压,积极布局固态电池电解质 ——星源材质(300568)中报点评 证券研究报告-中报点评 增持(首次) 市场数据(2025-08-20) | 收盘价(元) | 12.43 | | --- | --- | | 一年内最高/最低(元) | 13.03/6.83 | | 沪深 300 指数 | 4,271.40 | | 市净率(倍) | 1.70 | | 流通市值(亿元) | 150.88 | | 基础数据(2025-06-30) | | | 每股净资产(元) | 7.33 | | 每股经营现金流(元) | 0.40 | | 毛利率(%) | 25.09 | | 净资产收益率_摊薄(%) | 1.02 | | 资产负债率(%) | 59.54 | | 总股本/流通股(万股) | 134,290.2/121,387.2 | | B 股/H 股(万股) | 0.00/0.00 | 其他化学制品Ⅱ 个股相对沪深 300 指数表现 资料来源:中原证券 相关报告 -7% 5% 17% 29% 41% 5 ...
5微米隔膜薄如蝉翼,探秘恩捷股份“智慧工厂”里的黑科技
Hua Xia Shi Bao· 2025-08-21 09:29
Core Viewpoint - Yunnan Enjie New Materials Co., Ltd. reported a revenue of 5.763 billion yuan for the first half of 2025, marking a year-on-year increase of 20.48%, driven by its wet lithium battery separator business which continues to solidify its global leadership position [2] Group 1: Company Performance - The company achieved a revenue of 5.763 billion yuan in H1 2025, reflecting a 20.48% increase year-on-year [2] - Enjie has established a strong market presence in the lithium battery separator sector, leveraging significant technological advantages and market resilience [2] Group 2: Manufacturing and Technology - The Yuxi base features an advanced smart manufacturing system, designed to meet Industry 4.0 standards, allowing for real-time monitoring and flexible manufacturing processes [3] - The main product, a lithium battery separator with a thickness of only 5 micrometers, demonstrates superior strength, capable of withstanding a vertical puncture of up to 560 grams, with a 16.7% increase in puncture strength compared to conventional products [3][4] - Enjie has implemented an innovative online coating process that integrates base film manufacturing and coating, significantly enhancing production efficiency and quality consistency [4] Group 3: Quality Control and Supply Chain - The company employs a "four-in-one" quality control system that aims for "zero defects" in delivery, enhancing its competitive edge [4] - A robust supply chain management system ensures stability and efficiency, with exclusive supply agreements and rapid response capabilities [4] Group 4: Research and Development - Enjie invests an average of 700 million yuan annually in R&D, holding 505 effective patents related to lithium battery separators, with an additional 304 patents pending [6] - The company offers over 130 types of separators, catering to diverse markets including high-end power batteries and consumer electronics, with products meeting international standards [6] Group 5: Future Outlook and Strategic Initiatives - Enjie has entered the solid-state battery materials sector, focusing on sulfide technology, which is expected to have significant commercial potential [7] - The company is developing a production line for sulfide solid electrolyte materials, with plans for large-scale production to support its comprehensive product matrix covering liquid, semi-solid, and solid-state batteries [7] - Enjie aims to remain a key supplier in the evolving battery landscape, anticipating that solid-state batteries will coexist with traditional technologies [7] Group 6: Market Position - Enjie serves over 50 leading battery clients globally, including CATL and BYD, with a projected market share of nearly 26% in the global electric vehicle separator market by mid-2024 [8] - The company emphasizes its technological edge as a core competitive advantage, ensuring it remains at the forefront of market competition through continuous innovation [8]
恩捷股份(002812) - 2025年8月19日投资者关系活动记录表
2025-08-20 10:24
证券代码:002812 证券简称:恩捷股份 债券代码:128095 债券简称:恩捷转债 云南恩捷新材料股份有限公司 投资者关系活动记录表 编号:2025-009 | | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 业绩说明会 ☑ | | 投资者关系 | □新闻发布会 □路演活动 | | 活动类别 | | | | □现场参观 | | | □其他 | | 参与单位名 | 通过全景网"投资者关系互动平台"(http://ir.p5wnet)参与公司 2025 年半年度业绩 | | 称及人员姓 | | | 名 | 说明会的广大投资者 | | 时间 | 年 月 日 2025 8 19 | | 地点 | 全景网"投资者关系互动平台"(http://ir.p5wnet) | | 上市公司接 | 董事长 Xiaoming Lee 先生、副董事长兼总经理李晓华先生、副总经理禹雪女士、 | | 待人员姓名 | 董事会秘书白云飞先生、财务总监李湘林先生、独立董事张菁女士 | | | 公司就投资者以下问题进行回复: | | | 1、现阶段公司产能利用率是多少? | | | 尊敬的投资者,您好!公 ...
持续进化 主动变革 恩捷股份“三高一长”筑牢竞争壁垒
Core Viewpoint - The article emphasizes the strategic approach of Enjie Co., Ltd. in the lithium battery separator industry, focusing on high technology, quality, efficiency, and long-termism to build competitive advantages in a challenging market environment [2][3]. Industry Characteristics - The separator industry is characterized by "high investment, high risk, high technical barriers, and long verification cycles" [2][3]. - Enjie Co., Ltd. has established its own version of "high technology, high quality, high efficiency, and adherence to long-termism" as a response to these industry characteristics [2][3]. Company Strategy - Enjie Co., Ltd. is optimizing liquid battery separators while proactively laying out solid-state materials to maintain technological leadership [2][9]. - The company aims to avoid price competition by building global production capacity and systematic technological iterations [5][6]. - Enjie Co., Ltd. has over 11 billion square meters of separator production capacity, which could stretch from Earth to the Moon and back 14 times if made into a 1-meter wide strip [4]. Technological Innovation - The company has pioneered online coating technology, significantly improving production efficiency by reducing the number of production steps [4]. - Enjie Co., Ltd. offers over 130 types of separator products to meet diverse customer needs and enhance customer loyalty through customized product development [4][6]. - The company is focused on three main drivers for separator evolution: increasing energy density, upgrading safety standards, and enhancing fast-charging capabilities [6]. Market Dynamics - The lithium battery separator market is experiencing intense competition, with prices declining due to increased supply and cost control measures from downstream battery manufacturers [5][6]. - A recent consensus among separator manufacturers aims to optimize supply-demand relationships and prevent "bad money driving out good" by agreeing on price discipline and capacity management [5][6]. Future Outlook - Solid-state batteries are seen as the next significant advancement in battery technology, with Enjie Co., Ltd. actively investing in this area despite the potential risk of diminishing the need for separators [7][9]. - The company is developing cost-reduction strategies for solid-state electrolytes while acknowledging that liquid batteries will continue to dominate the market for the foreseeable future [8][9].
山西:创新引领,建设现代化产业体系
Group 1: Economic Development and Innovation - Shanxi province is accelerating the construction of a modern industrial system with distinctive advantages, focusing on technological innovation to drive new productivity development [2][3] - In the first half of the year, the added value of the equipment manufacturing industry in Shanxi increased by 9.6%, and investment in high-tech industries grew by 17.8% [2] - The province aims to achieve transformation through innovation, integrating education, technology, and talent development [3] Group 2: Manufacturing and Automation - Taiyuan Fulaierda Logistics Equipment Technology Co., Ltd. showcased its four-way shuttle robot at the China International Supply Chain Promotion Expo, highlighting its innovation in smart logistics [3] - Shanxi Electric Motor Manufacturing Co., Ltd. has upgraded its production equipment and established a smart factory, increasing production efficiency by three times [4][5] - Shanxi Keda Automation Co., Ltd. has over 450 intellectual property rights and is recognized as a national-level intelligent manufacturing pilot demonstration unit [6] Group 3: Digital Economy and Data Services - The "Cloud Voice Valley" big data smart service base in Datong is a collaboration between the local government and Shanghai Runxun Group, focusing on digital service industry development [8][9] - Datong is transforming its main industries from coal and electricity to computing power and services, with a significant increase in server installations [9][10] - The city has attracted major data service companies, forming an ecosystem that includes data storage and computing power services [10] Group 4: New Materials and High-Tech Industries - Shanxi Dongmu Magnetic Electric Co., Ltd. is part of the emerging "Harmonious Automotive Materials" industry landmark, focusing on high-performance magnetic materials [13][14] - Shanxi Blueco Technology Co., Ltd. is a key player in lithium battery separator production, with an investment of 1.92 billion yuan and an annual production capacity of 1.2 billion square meters [16] - The company emphasizes continuous innovation and product development to maintain its competitive edge in the market [16][17] Group 5: Policy and Strategic Initiatives - Shanxi province has implemented a series of policies to promote digital economy development, focusing on both industrial digitalization and digital industrialization [12] - The province aims to reshape its industrial landscape by supporting high-quality development through strategic initiatives in traditional and emerging industries [17]
大东南股价上涨1.71% 股东户数连续三期下降
Jin Rong Jie· 2025-08-13 16:16
风险提示:股市有风险,投资需谨慎。 消息面上,大东南披露股东户数连续三期下降,截至8月10日,股东户数为128,960户,较7月31日减少 7,815户,降幅5.71%。此外,公司表示目前在固态电池领域没有新技术在研发。 资金方面,8月13日主力资金净流入2,784万元,占流通市值的0.42%;近五日主力资金净流出406.96万 元,占流通市值的0.06%。 截至2025年8月13日15时,大东南股价报3.57元,较前一交易日上涨1.71%。当日开盘价为3.52元,最高 触及3.66元,最低下探至3.51元,成交量为148.33万手,成交额达5.30亿元。 大东南主营业务为塑料薄膜、锂电池隔膜等产品的研发、生产和销售,所属行业为塑料制品板块。公司 产品广泛应用于包装、电子、新能源等领域。 ...