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凯格精机(301338) - 2025年8月24日投资者关系活动记录表
2025-08-25 13:30
| 地点 | 公司会议室 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 上 | 市 | 公 | 司 | 接 | 待 | 1、董事会秘书邱靖琳 | | | | 人员姓名 | 2、投关经理江正才 | | | | | | | | | 公司基本情况介绍: | | | | | | | | | | 投关经理江正才先生详细介绍了公司发展的主营业务、技术 | | | | | | | | | | 优势和研发创新情况。 | | | | | | | | | | 公司与参会人员就以下问题进行了探讨: | | | | | | | | | | 1、2025 | 年半年度整体经营情况。 | | | | | | | | | 答:报告期内,公司实现营业收入 | 万元,同比增 | 45,361.81 | | | | | | | | 长 | 26.22%;归属于母公司股东的净利润为 | 万元,同 | 6,714.20 | | | | | | | 比增长 | 144.18%;公司产品综合毛利率为 | 41.86%,同比增加 | | | | | | ...
凯格精机20250824
2025-08-24 14:47
凯格精机 20250824 摘要 凯格精机 2025 年上半年综合毛利率达 41.86%,同比提升 9.58 个百分 点,主要受益于高端设备需求的增长,尤其是锡膏印刷设备中用于服务 器、5G 基站等领域的三类设备占比显著提升,从 4%升至 15%,该类 设备毛利率高达 65%。 公司锡膏印刷设备收入占比 64%,同比增长 53%,毛利率增加 7.58 个 百分点,主要得益于 AI 服务器、手机等高端市场结构性机会,以及客户 对 PCB 板材良品率要求的提高,推动了对更高精度印刷设备的需求。 凯格精机通过提供重复印刷精度 12.5 微米、重复定位精度 8 微米的高 端 AC500 等三类产品,满足华为、华勤、鹏鼎等大客户对设备精度和 验收的高要求,有效应对了下游客户集中度提升带来的挑战。 公司激光印刷设备业务连续五年全球出货量第一,在消费电子和网络服 务器领域市占超过 50%,未来将拓展汽车电子、半导体银浆印刷及医疗 器械等新兴应用场景,以巩固市场份额并提高盈利能力。 预计 2025 年全年公司整体增长 30%左右,上半年增长超 50%,下半 年可能达六七成,主要基于订单金额口径,上半年订单增长接近 70%, ...
凯格精机: 2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-22 16:12
| 2025 年半年度报告全文 | | 东莞市凯格精机股份有限公司 | | | --- | --- | --- | --- | | 东莞市凯格精机股份有限公司 | | | | | 2025 年半年度报告全文 东莞市凯格精机股份有限公司 | | | | | 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 | | | | | 的真实、准确、完整,不存在虚假记载、误导性陈述或者重大遗漏,并承担 | | | | | 个别和连带的法律责任。 | | | | | 公司负责人邱国良、主管会计工作负责人宋开屏及会计机构负责人(会计 | | | | | 主管人员)吴红梅声明:保证本半年度报告中财务报告的真实、准确、完整。 | | | | | 所有董事均已出席了审议本次半年报的董事会会议。 | | | | | 公司在本报告第三节"管理层讨论与分析"之"十、公司面临的风险和 | | | | | 应对措施"章节,详细披露了公司经营中可能存在的风险及应对措施,敬请 | | | | | 投资者关注相关风险。 | | | | | 公司计划不派发现金红利,不送红股,不以公积金转增股本。 | | | | | | | | 东莞市 ...
凯格精机上半年营收净利同比双增
Zheng Quan Ri Bao Zhi Sheng· 2025-08-22 16:06
本报记者 丁蓉 8月22日晚间,自动化精密装备企业东莞市凯格精机股份有限公司(以下简称"凯格精机")发布2025年 半年度报告。上半年,公司实现营业收入4.54亿元,同比增长26.22%;归属于上市公司股东的净利润 6714.20万元,同比增长144.18%。 凯格精机相关负责人表示,公司上半年净利润同比增长较快,主要是因为营业收入的增长及综合毛利率 的提升。公司高毛利率业务收入结构占比的提升对综合毛利率的提升有积极影响,基板复杂度提高和高 价值印制电路板组装需求的增长对锡膏印刷设备的稳定性、精度、智能化有更高的要求,从而增加了高 端设备的需求。公司产品综合毛利率为41.86%,同比增加9.58个百分点。 今年上半年,凯格精机的业务多点开花。具体来看,公司的锡膏印刷设备实现营业收入2.92亿元,同比 增长53.56%,主要因为人工智能投资规模增加、AI服务器需求的增长、消费电子需求回暖、新能源车 渗透率的提升等,带来印制电路板组装中表面贴装技术设备需求的增长;公司的点胶设备实现营业收入 6049.74万元,同比增长26.31%,市场占有率稳步提升;公司的封装设备实现营业收入5917.62万元,同 比下降38. ...
凯格精机:上半年净利润6714.20万元 同比增长144.18%
Zheng Quan Shi Bao Wang· 2025-08-22 08:49
人民财讯8月22日电,凯格精机(301338)8月22日晚间披露2025年半年报,公司上半年实现营业收入 4.54亿元,同比增长26.22%;归母净利润6714.20万元,同比增长144.18%;基本每股收益0.63元。报告 期内,锡膏印刷设备实现营业收入2.92亿元,同比增长53.56%,主要原因系人工智能投资规模增加、AI 服务器需求的增长、消费电子需求回暖、新能源车渗透率的提升等带来PCBA中SMT设备需求的增长。 ...
盈利与订单齐升,半导体封装成新亮点:凯格精机,锡膏印刷“隐形冠军”
市值风云· 2025-07-18 10:54
Core Viewpoint - The company, Kaige Precision Machinery (301338.SZ), is a leading manufacturer of solder paste printing equipment with a global market share of 40%, recognized for its competitive pricing and performance that matches or exceeds foreign brands [12][11]. Company Overview - Established in 2005 and listed in 2022, the company is controlled by Qiu Guoliang and Peng Xiaoyun, holding 67.76% of the shares [4][3]. - The main products include solder paste printing equipment, dispensing equipment, flexible automation equipment, and packaging equipment, primarily used in the electronics assembly sector [5][11]. Financial Performance - In 2024, the company reported total revenue of 856.6 million yuan, a 15.75% increase from 2023, with solder paste printing equipment contributing 51.9% of the revenue [13][14]. - The revenue from solder paste printing equipment was 444.3 million yuan, showing a 10.62% increase year-on-year [14]. - The company experienced a revenue decline in 2022 and 2023 due to weak demand in the consumer electronics sector, but a recovery began in 2024 with a 27.2% year-on-year growth in Q1 2025 [19][16]. Market Position and Trends - The company has been recognized as a national manufacturing champion and a "specialized, refined, and innovative" enterprise [12]. - The demand for solder paste printing equipment is expected to grow due to increasing integration of electronic components in PCB assembly, driven by the recovery in consumer electronics and growth in AI server and new energy vehicle markets [9][16]. Product Development and R&D - The company has maintained a research and development expense ratio of around 10%, indicating a strong commitment to innovation [29]. - The LED packaging equipment segment has shown significant growth, with a 264% increase in revenue in 2023, driven by advancements in Mini LED technology [17]. Inventory and Order Trends - The value of goods sent out for sale increased significantly, reaching 334 million yuan by the end of 2024, indicating a positive trend in orders [23]. - The company’s inventory value has also risen, reflecting a strategic buildup in anticipation of future demand [24]. Profitability and Margin Recovery - The company faced a decline in gross margin due to a higher proportion of lower-margin LED packaging equipment sales in 2023, but margins improved in Q1 2025, with gross margin at 43.9% and net margin at 16.9% [25][27]. Future Considerations - A significant number of shares will be unlocked on August 18, 2025, which may impact the stock's liquidity and market dynamics [32].
凯格精机(301338) - 2025年5月21日投资者关系活动记录表
2025-05-22 11:38
Group 1: AI and Consumer Electronics - The widespread application of AI is driving the demand for hardware facilities, leading to a recovery in consumer electronics demand [1][2] - IDC forecasts global AI smartphone sales to reach 170 million units in 2024, accounting for 15% of total smartphone shipments, with a year-on-year growth rate of 233% [2] - Canalys predicts that AI PC shipments will represent 18% of total PC shipments in 2024, reaching 48 million units, with a compound annual growth rate of 44% from 2024 to 2028 [2] Group 2: LED Industry Insights - The global LED lighting market is projected to reach a value of $56.058 billion in 2024, with significant growth opportunities in smart and plant lighting [3] - Mini LED backlight TV shipments are expected to double in 2024, reaching 9.3 million units by 2025 [3] - The global mini LED direct display market is anticipated to grow at a compound annual growth rate of approximately 40% from 2024 to 2028 [3] Group 3: Semiconductor Business Development - The company plans to establish a SIP packaging division to introduce new products in the semiconductor process, targeting new markets [5] - The company has developed equipment for the third-generation semiconductor field, focusing on applications in new energy vehicles and aerospace [5] Group 4: Market Expansion and Product Development - The company is increasing investment in R&D to enhance product competitiveness, recently launching the MLED specialized ultra-high-speed solid crystal machine S20 [4] - The company’s market share in high-end solder paste printing equipment is expected to continue rising due to the growing demand in emerging industries [6] - The overseas revenue accounted for 14.58% of total revenue in 2024, indicating further potential for market share growth in international markets [6]
凯格精机(301338) - 2025年5月6日投资者关系活动记录表
2025-05-06 11:20
Business Performance - The company's revenue for 2024 increased by 15.75% year-on-year, while Q1 2025 revenue grew by 27.23% year-on-year [1][2] - Q1 2025 revenue reached 196.56 million, with a net profit attributable to shareholders of 33.21 million, reflecting a 208.34% year-on-year increase [4][5] Market Expansion Plans - The company aims to maintain its market leadership in solder paste printing equipment and expand its Mini/Micro LED equipment business [2][3] - Plans to enhance resource investment in semiconductor products and improve new product development capabilities [2] Risk Management - Non-operating income is low, indicating no significant volatility risk [2] - Inventory impairment risks are manageable [2] Profitability and Cash Flow - The company is focused on deepening its core business in automated precision equipment while improving cash flow through better receivables management and inventory turnover [3][4] - In 2024, the net cash flow from operating activities was negative due to increased material payments [3] Cost Control Measures - Implementation of cost reduction and efficiency enhancement initiatives, including digital management and lean management practices [3] - Use of AI technology to improve production efficiency [3] Research and Development - R&D investment as a percentage of revenue was 9.12% for 2024 and 9.88% for Q1 2025 [3] - Recent innovations include AI applications in defect detection and the development of a low-code visual platform [3] Organizational Culture and Talent Management - The company emphasizes talent development and plans to enhance its management team and optimize performance evaluation systems [4] - Strategies include introducing high-level talent and establishing long-term incentive plans [4] International Expansion Strategy - The company adopts a multi-faceted approach to international market expansion, including following existing clients and localizing operations in key markets [5][6] - Plans to actively participate in international exchanges and adapt to market changes [6] Supply Chain and Geopolitical Risks - The company has no current dependency on foreign products that could be affected by geopolitical tensions [7] - It remains focused on self-research and intellectual property compliance [7]
凯格精机(301338):Q1收入快速增长 优势产品收入占比提升拉动毛利率上行
Xin Lang Cai Jing· 2025-04-30 10:56
Core Viewpoint - The company has demonstrated significant growth in revenue and profit for 2024, driven by new product launches and cost reduction efforts [1] Financial Performance - In 2024, the company achieved revenue of 857 million, a year-on-year increase of 15.75%, and a net profit attributable to shareholders of 71 million, up 34.12% [1] - The company's gross margin was 32.21%, an increase of 1.26 percentage points year-on-year, while the net profit margin was 8.23%, up 1.13 percentage points [1] - The net profit excluding non-recurring items was 64 million, reflecting a 60.25% year-on-year growth, with a margin of 7.42%, an increase of 2.06 percentage points [1] Product Performance - Revenue from solder paste printing equipment reached 444 million, a 10.62% increase, driven by recovery in consumer electronics demand and growth in AI server and new energy vehicle markets, with a gross margin of 40.33% [2] - Packaging equipment generated revenue of 229 million, up 5.72%, with improved recognition from multiple large customers, resulting in a gross margin of 13.75%, an increase of 9.18 percentage points [2] - Revenue from dispensing equipment surged by 55.87% to 88 million, attributed to enhanced core competitiveness and brand influence, maintaining a gross margin of 33.72% [2] - Flexible automation equipment saw revenue growth of 49.56% to 71 million, with recognition from globally renowned clients [2] Q1 2025 Performance - In Q1 2025, the company reported revenue of 197 million, a year-on-year increase of 27.23%, with a gross margin of 43.93%, up 10.14 percentage points [3] - The increase in revenue and gross margin was primarily due to a higher proportion of high-margin solder paste printing machines, leading to a net profit margin of 16.90%, an increase of 9.92 percentage points [3] - Inventory and contract liabilities grew rapidly, with inventory at 551 million, up 17.77% quarter-on-quarter, and contract liabilities at 124 million, up 23.86%, indicating a solid foundation for annual performance growth [3] Future Outlook - Revenue projections for 2025-2027 are 1.029 billion, 1.171 billion, and 1.293 billion, reflecting year-on-year growth rates of 20.17%, 13.77%, and 10.38% respectively [3] - Net profit attributable to shareholders is expected to reach 131 million, 157 million, and 182 million, with growth rates of 85.80%, 19.72%, and 16.27% respectively, corresponding to a PE ratio of 28X for 2025 [3]
凯格精机2024年营收净利润双增长 加大研发投入提升核心竞争力
Zheng Quan Ri Bao Wang· 2025-04-26 03:41
Core Insights - The company reported a revenue of 857 million yuan for 2024, representing a year-on-year growth of 15.75% [1] - The net profit attributable to shareholders reached 70.52 million yuan, marking a year-on-year increase of 34.12% [1] - The overall gross profit margin for the company was 32.21%, an increase of 2.38 percentage points compared to the previous year [1] Revenue Breakdown - Revenue from solder paste printing equipment grew by 10.62%, driven by increased demand from consumer electronics, AI servers, and the rising penetration of new energy vehicles [1] - Revenue from packaging equipment increased by 5.72%, with LED packaging equipment gaining recognition from multiple major customers [1] - Revenue from dispensing equipment surged by 55.87%, attributed to technological advancements and product upgrades enhancing core competitiveness [1] - Revenue from flexible automation equipment rose by 49.56%, with products being recognized by globally renowned clients [1] R&D Investment - The company increased its R&D investment to 78.13 million yuan in 2024, accounting for 9.12% of its revenue [2] - The company adheres to the philosophy that "good products are designed," focusing on the construction of common technologies and modules to optimize R&D efficiency [2] - The strategic shift from a single "champion" product to multiple "champion" products is being implemented in the solder paste printing equipment segment [2]