Workflow
高分子复合饰面材料
icon
Search documents
天安新材股价微跌0.37% 获15家基金集体调研
Jin Rong Jie· 2025-08-27 02:13
资金流向方面,8月26日主力资金净流出563.44万元,近五个交易日累计净流出3416.5万元。从换手率观 察,当日换手率为4.42%,显示市场交投保持活跃。 风险提示:以上内容仅供参考,不构成任何投资建议。市场有风险,投资需谨慎。 天安新材 8月26日报收10.88元,较前一交易日下跌0.04元,日内振幅达3.94%,成交金额1.4亿元。该股 开盘报10.94元,盘中最高触及11.29元,最低下探10.86元。 公司主营业务为高分子复合饰面材料的研发生产,产品应用于 建筑装饰 、家居制造等领域。天安新材 属于化学制品板块,同时具有 专精特新 、 装配建筑 等概念属性,注册地位于广东省。 公开信息显示,8月25日共有15家基金公司参与了对天安新材的调研活动,在当日被调研公司中排名第 二。根据最新披露数据,公司当前总市值33.17亿元,流通市值31.19亿元。 ...
广东天安新材料股份有限公司关于2025年半年度业绩说明会召开情况的公告
Core Viewpoint - The company held a half-year performance briefing on August 18, 2025, discussing its stable growth and strategic initiatives in response to market conditions and consumer demands [1]. Group 1: Company Performance - The company reported significant revenue growth in its high polymer composite decorative materials and building ceramics sectors, with building ceramics sales exceeding 20.3 million square meters in the first half of 2025, a year-on-year increase of 6% [2][3]. - The overall gross margin for the company was 23.54%, with net profit attributable to shareholders showing substantial improvement [2]. Group 2: Market Strategy - The company is responding to government policies promoting urban renewal and consumer demand for home improvement by offering personalized services and enhancing brand influence [2]. - The company is actively expanding its overseas market presence, particularly in developed regions with potential for growth in the home building materials sector, and has opened showrooms in Australia [6]. Group 3: Product Development - The company is leveraging advancements in artificial intelligence and robotics to explore new applications for its materials, particularly in the development of electronic skin technology [4]. - The building fireproof decorative panel segment saw a revenue increase of 23.33% in the first half of 2025, attributed to improved operational management and quality control [7]. Group 4: Competitive Positioning - Despite a downturn in the building ceramics industry, the company achieved sales growth and increased market share through strategic channel expansion and innovative marketing efforts [8][9]. - The company has implemented a differentiated competition strategy, focusing on supply chain efficiency and cost control, resulting in a 1.55 percentage point increase in gross margin for the building ceramics segment compared to the previous year [9].
天安新材(603725):业绩稳健、稳中求变,积极布局新赛道
Soochow Securities· 2025-08-18 11:57
Investment Rating - The investment rating for Tianan New Materials is "Accumulate" (maintained) [1] Core Views - The company has demonstrated stable performance while actively seeking changes and expanding into new sectors [7] - The company is focusing on the dual-track strategy of "ceramics + home furnishing" and is enhancing its distribution channels to drive sales growth in the building ceramics segment [7] - The automotive interior materials segment is experiencing rapid growth, particularly in the new energy vehicle market, with a significant increase in revenue [7] - Overall gross margin has improved, while the expense ratio has slightly increased due to higher marketing and R&D investments [7] - The company is strategically positioning itself in the home furnishing industry and exploring opportunities in robotics and new materials for artificial intelligence applications [7] Financial Summary - For 2025, the company is projected to achieve total revenue of 3,244 million yuan, a year-on-year increase of 4.65% [1] - The net profit attributable to the parent company is expected to reach 137.02 million yuan, reflecting a year-on-year growth of 35.66% [1] - The earnings per share (EPS) for 2025 is estimated at 0.45 yuan, with a price-to-earnings (P/E) ratio of 24.03 based on the latest diluted EPS [1] - The gross margin for the first half of 2025 is projected to be 23.21%, showing an improvement from the previous year [8] - The company’s total assets are expected to grow to 3,751 million yuan by 2026, with a debt-to-asset ratio of 68.09% [8]
广东天安新材料股份有限公司2025年半年度报告摘要
Group 1 - The company has announced the appointment of Tianjian Accounting Firm as its new auditor for the 2025 fiscal year, replacing Lixin Accounting Firm, which had provided audit services for 12 consecutive years [5][17][20] - The decision to change auditors was made to ensure the independence and objectivity of the audit process, in compliance with relevant regulations [6][17] - The board of directors unanimously approved the change in auditor during a meeting held on August 14, 2025 [20][28] Group 2 - The company reported no significant changes in its operational status during the reporting period, and there were no major events that impacted its business operations [3][4] - The company has disclosed its half-year report for 2025, which includes key financial data and operational results [25][26] - The company has proposed an increase in the expected daily related transactions for 2025, which is deemed necessary for normal business operations [67][70] Group 3 - The company has entered into guarantee contracts with banks to support its subsidiaries' loan applications, with a total guarantee amounting to RMB 5,000 million for Tianan Polymer and RMB 5,280 million for Shiwang Yingpai [97][98][101] - The guarantees are considered necessary for the subsidiaries' operational needs and are within the approved limits set by the board [103][104] - The board has confirmed that the guarantees do not harm the interests of the company or its shareholders, particularly minority shareholders [103]
天安新材担保率“飙升”破100%,现金流净额呈下降趋势
Core Viewpoint - Tianan New Materials has announced a total guarantee amount of 260 million yuan for its subsidiaries, raising concerns about its high guarantee ratio and potential financial risks [2][3]. Group 1: Guarantee Details - The guarantees provided by Tianan New Materials include a maximum of 50 million yuan for Anhui Tianan, 20 million yuan for Tianan High Polymer, and 5.52 million yuan for Shiwanyingpai, among others [3]. - The total amount of external guarantees by Tianan New Materials and its subsidiaries has reached 800 million yuan, which is 105.32% of the company's audited net assets for 2024 [2]. Group 2: Financial Performance - The company reported a net cash flow from operating activities of -35.82 million yuan in the first quarter, a significant decline of 418.42% year-on-year [3][6]. - Tianan New Materials' total liabilities are on the rise, with subsidiaries like Tianan High Polymer and Shiwanyingpai exceeding a 70% debt-to-asset ratio [4]. Group 3: Cash Flow and Debt Structure - The company's current liabilities account for 83.87% of its total liabilities, indicating a pressing need to improve short-term debt repayment capabilities [4]. - Despite stable or growing revenue from 2022 to 2024, the net cash flow from operating activities has been declining, with figures of 274 million yuan, 191 million yuan, and 166 million yuan respectively [6].
天安新材(603725) - 天安新材2024年度高分子复合饰面材料业务主要经营数据公告
2025-04-16 10:16
证券代码:603725 证券简称:天安新材 公告编号:2025-020 广东天安新材料股份有限公司 2024 年度高分子复合饰面材料业务主要经营数据公告 本公告涉及的经营数据已经立信会计师事务所(特殊普通合伙)审计,并为 本公司出具了标准无保留意见的审计报告,详见公司 2025 年 4 月 17 日在上海证 券交易所网站(www.sse.com.cn)披露的公告。有关公司信息均以在指定信息披 露媒体披露的为准,提请广大投资者认真阅读并注意投资风险。 特此公告。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所《上市公司自律监管指引第 3 号——行业信息披露第十 三号化工》、《关于做好主板上市公司 2024 年年度报告披露工作的通知》的要 求,广东天安新材料股份有限公司(以下简称"公司")现将 2024 年度高分子 复合饰面材料业务的主要经营数据披露如下: 二、高分子复合饰面材料主要产品的价格变动情况(不含税) | 主要产品 | 2024 | 年平均售价 | 2023 年平均售价 | | 变动比率(%) | | ...
天安新材(603725) - 天安新材2025年第一季度高分子复合饰面材料业务主要经营数据公告
2025-04-16 10:16
本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所《上市公司自律监管指引第 3 号——行业信息披露第十 三号化工》、《关于做好主板上市公司 2025 年第一季度报告披露工作的通知》 的要求,广东天安新材料股份有限公司(以下简称"公司")现将 2025 年第一 季度高分子复合饰面材料业务的主要经营数据披露如下: 二、高分子复合饰面材料主要产品的价格变动情况(不含税) | 主要产品 | 2025 | 年 1 3 | 至 | 月平均 | 2024 | 年 1 3 | 至 | 月平均 | 变动比率(%) | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 售价 | | | | 售价 | | | | | | 家居装饰饰面材料 | | 23,328.61 | | 元/吨 | | 25,764.45 | | 元/吨 | | -9.45 | | 汽车内饰饰面材料 | | 41,805.64 | | 元/吨 | | 41,54 ...