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锂电级PVDF产品国内市占率超30%,泉果基金调研璞泰来
Xin Lang Cai Jing· 2025-09-16 06:29
Core Viewpoint - The company has shown strong performance in the first half of 2025, with significant growth in revenue and net profit, driven by robust demand in the diaphragm coating processing business and advancements in product development [3][4]. Group 1: Company Performance - The company achieved operating revenue of 7.088 billion yuan, a year-on-year increase of 11.95% [3] - The net profit attributable to shareholders reached 1.055 billion yuan, up 23.03% year-on-year [3] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 999.2 million yuan, reflecting a 29.17% year-on-year growth [3] Group 2: Business Segments - The diaphragm coating processing business has a full order book, meeting the increasing demand from power battery customers and making significant breakthroughs in the energy storage sector [4] - The company has optimized product design and upgraded technology in the negative electrode materials business, leading to cost reduction and efficiency improvement [4][5] - The PVDF business has effectively captured market opportunities, resulting in stable product quality and increased orders [4] Group 3: Market Position and Strategy - The company is a leader in the domestic PVDF market, with a market share exceeding 30% [11] - The company has established a closed-loop layout in the industry chain, integrating diaphragm base membranes, coating materials, and equipment [5] - The company is actively pursuing the development and market promotion of silicon-carbon anode materials, which are expected to enhance energy density significantly [7][8] Group 4: Future Outlook - The company aims to achieve a shipment target of 250,000 to 300,000 tons for negative materials next year, and 10 billion to 13 billion square meters for coating diaphragms [13] - The company plans to introduce new innovative products and improve production efficiency to maintain stable profitability in the diaphragm business [5][13] - The company has over 3 billion yuan in orders for solid-state battery production equipment, indicating strong demand in this segment [9][10]
频遭重罚,淄博上市企业ST联创到底怎么了
Qi Lu Wan Bao Wang· 2025-05-19 05:15
多次财务造假,频遭监管处罚,淄博这家上市企业到底怎么了? 5月15日,山东联创产业发展集团股份有限公司(下称:ST联创(300343))公告称,公司及相关责任 人因财务造假收到中国证监会山东监管局下发的《行政处罚决定书》,被责令改正并罚款60万元,时任 董事长李洪国被实施5年证券市场禁入。 这是继2025年3月因信息披露违规被实施其他风险警示(ST)后,这家淄博本土上市公司再次陷入舆论 漩涡。 事实上,此次处罚缘起于2017年一场跨界并购。 ST联创2015年启动"化工+互联网"双主业战略,通过高溢价收购上海新合、上海激创、上海麟动等数字 营销公司,快速切入互联网广告领域。 此外,投资者集体诉讼同步推进,济南中院已受理多起索赔案件,律师团队表示,在2018年4月14日至 2022年11月21日期间买入股票的投资者,目前仍可发起索赔。 值得注意的是,实控人李洪国在2016-2019年间通过减持套现超7.6亿元,甚至在监管调查期间违规减 持,进一步激化投资者矛盾。 此后,ST联创聚焦氟化工与新能源赛道。2021年起,公司剥离全部互联网业务,依托聚氨酯产业链优 势,构建从基础原料R142b、含氟制冷剂HFCs到高端 ...