高分子改性材料

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聘任核心技术人员秦怀礼任副总经理,进一步强化技术驱动战略
Jin Rong Jie· 2025-09-28 02:35
9 月 26 日,会通新材料股份有限公司(以下简称"会通股份")发布《关于董事、高级管 理人员离任及聘任高级管理 人员的公告》,公司第三届董事会第十四次会议审议通过聘任议 案,同意聘任公司核心技术人员、首席技术官秦怀礼 为公司副总经理。 图源:会通股份公告 图源:会通股份 此次高管调整或为会通股份强化"技术驱动 "战略的重要举措。秦怀礼由核心技术岗位跻身 核心管理层,一方面将实 现技术研发与经营决策的深度协同,加速前沿技术成果向商业化产 品的转化效率;另一方面亦向市场传递出公司重视 研发管理的明确信号,有助于增强投资者 对公司长期技术竞争力的信心。 作为国内高分子改性材料领域的代表性企业,会通股份在汽车、家电、新能源、消费电子、 电子电气等领域已取得领 先地位,同时公司产品也广泛服务于轨道交通、家居建材、安防、 医疗、储能等多个国家支柱性产业。 核心产品的领先源于研发制度的优化,会通股份通过建立"三级研发体系 "衔接技术创新与 市场需求,布局未来 3-5 年 材料技术趋势,孵化新兴增长曲线,形成完整的产品技术生命周 期管理。其中,一级为中央研究院:作为研发体系的 核心,专注于创新改性产品技术研发、 新技术新项 ...
调研速递|沃尔核材接受南方基金等6家机构调研 高速通信线业务成关注焦点
Xin Lang Zheng Quan· 2025-09-26 13:05
9月25日至26日,深圳市沃尔核材股份有限公司在深圳市坪山区兰景北路沃尔工业园综合楼会议室,接 受了南方基金、招商基金等6家机构的特定对象调研。董事会秘书邱微女士与证券事务代表李文雅女士 接待了来访人员。 点击查看公告原文>> 责任编辑:小浪快报 声明:市场有风险,投资需谨慎。 本文为AI大模型基于第三方数据库自动发布,任何在本文出现的信 息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成 个人投资建议。受限于第三方数据库质量等问题,我们无法对数据的真实性及完整性进行分辨或核验, 因此本文内容可能出现不准确、不完整、误导性的内容或信息,具体以公司公告为准。如有疑问,请联 系biz@staff.sina.com.cn。 机构与公司就多个业务板块展开了深入交流,以下为本次调研的精彩要点: 1.高速通信线业务:2025年 上半年,受益于下游应用需求增长,公司通信线缆业务营收12.46亿元,同比增长62.46%,其中高速通 信线营收4.66亿元,同比大增397.80%。公司正稳步推进产能扩张,部分关键设备已投产,预计明年四 月底前10台进口芯线发泡挤出机到货后,产能将再次跃升。 ...
祥和实业(603500):利润高增彰显成长韧性,铁路智能检测装备打开发展空间
Shanxi Securities· 2025-09-24 09:25
铁路交通设备 祥和实业(603500.SH) 增持-A(首次) 利润高增彰显成长韧性,铁路智能检测装备打开发展空间 2025 年 9 月 24 日 公司研究/公司快报 公司近一年市场表现 事件描述 近日,祥和实业股份发布 2025 年中报。2025 年 H1 公司实现营业收入 3.81 亿元,同比+6.49%;归母净利润为 0.64 亿元,同比+96.56%;扣非净利 润为 0.63 亿元,同比+101.02%。 事件点评 营收利润双增,盈利能力显著改善。上半年,公司营收实现稳健增长, 主要得益于其在产品创新、市场拓展以及内部管理优化等方面的积极作为。 分业务来看,轨道交通相关产品营收达 1.68 亿元,同比大幅增长 35.16%, 主要得益于深度参与广湛、西十等重大铁路项目供货,以及成功开拓大秦重 载铁路专用垫板等新业务。电子元器件配件业务营收为 1.14 亿元,凭借与贵 弥功等知名企业的稳固合作,保持了稳定增长态势。高分子改性材料业务营 收 9381.74 万元,主要受益于下游市场需求增长及自身产能布局推进。上半 年公司毛利率为 30.92%,同比+5.44pct,销售净利率为 17.26%,同比+7.6 ...
祥和实业股价跌5.07%,金鹰基金旗下1只基金重仓,持有30万股浮亏损失18.3万元
Xin Lang Cai Jing· 2025-09-18 07:03
Group 1 - The core point of the news is that Xianghe Industrial experienced a decline of 5.07% in its stock price, reaching 11.41 CNY per share, with a trading volume of 170 million CNY and a turnover rate of 4.35%, resulting in a total market capitalization of 3.797 billion CNY [1] - Xianghe Industrial, established on October 5, 1997, and listed on September 4, 2017, is based in Tiantai County, Zhejiang Province. The company specializes in the research, production, and sales of rail fastening systems, electronic component accessories, and modified polymer materials [1] - The revenue composition of Xianghe Industrial includes 44.17% from rail transportation-related products, 29.94% from electronic component accessories, 24.64% from modified polymer materials, 0.83% from other supplementary products, and 0.42% from drone supporting products [1] Group 2 - From the perspective of major fund holdings, one fund under Jin Ying Fund has a significant position in Xianghe Industrial. The Jin Ying Minfeng Return Mixed Fund (004265) held 300,000 shares in the second quarter, accounting for 1.75% of the fund's net value, making it the second-largest holding [2] - The Jin Ying Minfeng Return Mixed Fund (004265) was established on June 28, 2017, with a current scale of 157 million CNY. Year-to-date, it has achieved a return of 23.44%, ranking 3934 out of 8172 in its category; over the past year, it has returned 50.03%, ranking 3362 out of 7980; and since inception, it has returned 83% [2]
祥和实业: 浙江天台祥和实业股份有限公司2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-29 16:29
Core Viewpoint - Zhejiang Tiantai Xianghe Industrial Co., Ltd. reported significant growth in revenue and net profit for the first half of 2025, indicating strong operational performance and market demand in its key sectors [1][12]. Company Overview and Financial Indicators - The company achieved operating revenue of approximately 380.75 million yuan, a year-on-year increase of 6.49% [2][12]. - Total profit reached approximately 76.91 million yuan, reflecting a 90.34% increase compared to the previous year [2][12]. - Net profit attributable to shareholders was approximately 64.37 million yuan, up 96.56% year-on-year [2][12]. - The net cash flow from operating activities was approximately 36.77 million yuan, a significant improvement from a negative cash flow in the previous year [2][12]. - The company's total assets were approximately 1.48 billion yuan, showing a slight decrease of 0.57% from the previous year [2][12]. Business Operations - The main business areas include electronic components, rail transit products, polymer modified materials, and drone accessories, with a focus on R&D, production, and sales [3][4]. - The company has established a strong R&D capability, with over 100 authorized patents and participation in national and provincial projects [13][14]. - The production model is primarily order-based, with a focus on maintaining safety stock to meet customer demands [5][12]. Industry Context - The global aluminum electrolytic capacitor market is projected to reach 54.65 billion yuan by 2024, with China's market expected to reach 15.41 billion yuan [7][10]. - The demand for rail transit products is driven by ongoing investments in railway infrastructure, with a reported fixed asset investment of 433 billion yuan in the first seven months of 2025, a 5.6% increase year-on-year [8][9]. - The high-speed rail maintenance market is expanding due to aging infrastructure, necessitating the replacement and maintenance of rail fasteners [8][9]. - The polymer modified materials sector is supported by national policies aimed at fostering innovation and development in new materials [10][11]. - The drone industry is experiencing rapid growth, with the market expected to reach 169.1 billion yuan by 2025, driven by technological advancements and expanding applications [11].
2025年广东省东莞市新质生产力发展研判:持续完善“8+8+4”产业体系,构建东莞新质生产力培育高地[图]
Chan Ye Xin Xi Wang· 2025-05-19 01:07
Core Viewpoint - Dongguan City aims to build a "global advanced manufacturing innovation leading city" by developing a modern industrial system characterized by "8+8+4," which includes traditional industries, strategic emerging industries, and future industries to support high-quality development [1][14]. Group 1: Industrial Structure - Dongguan has established a modern industrial system consisting of eight traditional advantageous industries, eight strategic emerging industries, and four future industries, creating a comprehensive industrial ecosystem [1][14]. - The eight traditional industries include food and beverage, paper and paper products, textiles and clothing, chemical manufacturing, furniture manufacturing, packaging and printing, toys and sporting goods, and molds and precision manufacturing [1][14]. - The eight strategic emerging industries focus on new-generation electronic information, high-end equipment manufacturing, semiconductors and integrated circuits, advanced materials, new energy, biomedicine and health, artificial intelligence, and low-altitude economy [1][14]. - The four future industries are next-generation mobile communication, frontier new materials, embodied intelligent robots, and future life health [1][14]. Group 2: Economic Performance - In 2024, Dongguan's GDP reached 1,228.215 billion yuan, with a year-on-year growth of 4.6%, indicating steady economic growth [5]. - The secondary industry added value was 6,800.80 billion yuan, growing by 6.6%, showcasing strong industrial growth momentum [5]. - The advanced manufacturing and high-tech manufacturing sectors saw significant growth, with advanced manufacturing value-added increasing by 11.1% and high-tech manufacturing value-added growing by 12.7% [7]. Group 3: Policy Framework - The "new quality productive forces" concept was introduced as a national strategy in 2024, emphasizing innovation-driven development and high-quality economic growth [11]. - Dongguan's government has implemented various policies to support the development of new quality productive forces, including plans for low-altitude economy, strategic emerging industries, and artificial intelligence integration into manufacturing [11][12]. - The city aims to cultivate over seven industrial clusters with a scale exceeding 100 billion yuan by 2027, with a focus on high-tech manufacturing and industrial investment growth [17]. Group 4: Future Development Trends - Dongguan is focusing on the integration of innovation chains and industrial chains, aiming to break through key technologies in semiconductors and industrial mother machines [29]. - The city plans to enhance the digital economy and advanced manufacturing integration, targeting a digital economy core industry scale of over 500 billion yuan by 2027 [30]. - Efforts are being made to accelerate green and low-carbon transformation, particularly in new energy and circular economy sectors [31]. - Dongguan aims to strengthen industrial collaboration with Shenzhen and Guangzhou, attracting global high-end innovation resources [32].
会通股份,海外业务增长178%
DT新材料· 2025-04-23 16:01
| | | | | 单位:元 币种:人民币 | | --- | --- | --- | --- | --- | | | | | 本期比上 | | | 主要会计数据 | 2024年 | 2023年 | 年同期增 | 2022年 | | | | | 減(%) | | | 营业收入 | 6.087.725.669.58 | 5.348.842.872.96 | 13.81 | 5,179,311,061.77 | | 浄利润 | 200,178,867.82 | 141,987,251.89 | 40.98 | 57.435.061.94 | | 归属于上市公司股东的净利 润 | 194.054.632.90 | 146.968.364.69 | 32.04 | 59,159,253.98 | | 归属于上市公司股东的扣除 | 169.682.367.18 | 116,232,252.89 | 45.99 | 38.584.321.46 | | 非经常性损益的净利润 | | | | | | 经营活动产生的现金流量净 | 551,300,528.61 | 146,750,796.59 | 275.67 | 128,8 ...
会通股份2024年财报亮眼,净利润增长32%,但分红比例引争议
Jin Rong Jie· 2025-04-22 13:49
Core Viewpoint - The company reported strong revenue and profit growth in 2024, but its low dividend payout ratio has raised concerns about its capital efficiency [1][4]. Financial Performance - The company achieved total revenue of 6.088 billion yuan, a year-on-year increase of 13.81% [1][4]. - The net profit attributable to shareholders was 194 million yuan, up 32.04% year-on-year [1][4]. - The net profit after deducting non-recurring gains and losses was 170 million yuan, reflecting a growth of 45.99% [1][4]. - The proposed cash dividend is 1.5 yuan per 10 shares, totaling approximately 70.9 million yuan, which represents only 36.54% of the net profit attributable to shareholders [4]. Innovation and Market Expansion - The company has driven comprehensive business growth through technological innovation and market expansion [5]. - Significant investments in R&D in the field of polymer modified materials have led to three global innovations and eight domestic innovations [5]. - The company has successfully established a factory in Thailand, serving over 30 overseas clients and achieving overseas sales of over 17,000 tons, a year-on-year increase of 178.39% [6]. Efficiency and Cost Control - The introduction of a lean management system has significantly improved overall efficiency and cost control [7]. - The company's gross profit margin is 13.45%, which, while improved from the previous year, remains at a mid-level compared to industry peers [7]. - There is still room for improvement in raw material procurement and production process optimization to further enhance profitability [7].