霍尔电推力器核心部件

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国光电气(688776):混合堆链主企业 深度受益于可控核聚变加速发展
Xin Lang Cai Jing· 2025-05-27 08:32
事件:公司近日召开股东大会,对财务议案和内部选举进行了投票表决。 公司近些年在除传统业务领域之外,还在积极拓展以霍尔电推力器核心部件、弹炮应用等为代表的新产 品、新业务。核工业领域,公司不断加强与国际、国内的核聚变项目跟进力度(包 括"ITER"、"BEST"、"HL-3"、"Z 箍缩混合堆"等项目在内),积极推进可控核聚变部件设备研发和核 电资格认证,拓展以特殊气体制备系统为代表的核工业专用产品市场份额,争取更多订单。 在传统核电方面,公司正积极推进民核(核电)领域的相关认证,进展较顺利。未来公司将充分利用自 身技术、项目经验积累及完备的相关体系认证等优势,积极布局并拓展市场份额与领域,力争为公司核 工业板块的发展添加新的动力。 股权激励充分调动核心人员工作积极性,高解锁条件彰显公司发展信心2024 年4 月16 日,公司发布 2024 年限制性股票激励计划(草案),拟向公司核心技术人员及核心骨干人员授予100 万股限制性股 票,约占公告日公司股本总额的0.92%,行权价格为每股39.76 元,首次授予90.5 万股,激励对象总人 数为63 人,约占公司截至2023 年12 月31 日员工总数974人的6. ...
国光电气:5月16日组织现场参观活动,中信证券、国联民生证券等多家机构参与
Zheng Quan Zhi Xing· 2025-05-22 10:38
Core Viewpoint - The company is actively expanding its business in the nuclear industry, particularly in fusion projects, while facing challenges in revenue and profit due to external factors affecting project timelines and costs [2][8]. Group 1: Company Operations - The company operates under a processing model for the ITER project, where material costs are borne by the client, and recent material changes have caused delays in procurement orders [2]. - The overall order volume remains stable, with the company expanding into new products such as Hall thruster core components and applications in the nuclear industry [2][3]. - The company is enhancing its collaboration with domestic and international projects in the nuclear fusion sector, successfully supplying key components for notable domestic fusion devices [3][4]. Group 2: Financial Performance - In Q1 2025, the company reported a main revenue of 105 million yuan, a year-on-year decrease of 34.07%, and a net profit of 2.12 million yuan, down 92.65% [8]. - The significant increase in cash flow, with a net cash flow from operating activities of 116 million yuan, is attributed to improved management of accounts receivable and reduced procurement expenses [7]. - The decline in revenue and profit is linked to macroeconomic changes and delays in project contracts due to technical changes mandated by the ITER headquarters [8]. Group 3: Shareholder Activity - Two shareholders, Hainan Guozhiguang and Tianyi Chuangtou, have reduced their holdings, with Guozhiguang having completed a reduction of 1,625,751 shares, representing 1.50% of the total share capital [5].