高空安全防护设备

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中际联合(605305):25H1点评:国内外营收高增,盈利能力提升
Changjiang Securities· 2025-08-27 14:45
联合研究丨公司点评丨中际联合(605305.SH) [Table_Title] 中际联合 25H1 点评:国内外营收高增,盈利能 力提升 报告要点 丨证券研究报告丨 [Table_Summary] 公司是风电高空作业设备龙头,主要产品在风力发电行业细分市场占有率第一,国内海外风电 项目持续释放,公司显著受益。同时,随着公司费用可控及非风电业务的布局,公司盈利有望 继续提升。 分析师及联系人 [Table_Author] SAC:S0490517110001 SAC:S0490514040001 SAC:S0490520030003 SAC:S0490520080002 SAC:S0490524070003 SFC:BRP550 SFC:BQK482 SFC:BVD284 赵智勇 邬博华 倪蕤 司鸿历 屈奇 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 中际联合(605305.SH) cjzqdt11111 [Table_Title 中际联合 25H1 2] 点评:国内外营收高增,盈利能 力提升 [Table_Summary2] 事件描述 中际联合发布 2025 ...
中际联合8月26日获融资买入8696.98万元,融资余额3.42亿元
Xin Lang Cai Jing· 2025-08-27 02:13
资料显示,中际联合(北京)科技股份有限公司位于北京市通州区创益东二路15号院1号楼,成立日期 2005年7月21日,上市日期2021年5月6日,公司主营业务涉及专用高空安全作业设备的研发、生产、销 售及高空安全作业服务。主营业务收入构成为:高空安全升降设备66.87%,高空安全防护设备 29.29%,高空安全作业服务3.21%,其他0.63%。 8月26日,中际联合跌3.73%,成交额6.54亿元。两融数据显示,当日中际联合获融资买入额8696.98万 元,融资偿还7275.39万元,融资净买入1421.59万元。截至8月26日,中际联合融资融券余额合计3.42亿 元。 融资方面,中际联合当日融资买入8696.98万元。当前融资余额3.42亿元,占流通市值的4.27%,融资余 额超过近一年90%分位水平,处于高位。 融券方面,中际联合8月26日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元; 融券余量0.00股,融券余额0.00元,超过近一年60%分位水平,处于较高位。 机构持仓方面,截止2025年6月30日,中际联合十大流通股东中,博道惠泰优选混合A(016840)位居 第五大 ...
中际联合20250825
2025-08-25 14:36
中际联合 20250825 摘要 中冀联合 2025 年上半年净利润达 2.44 亿元,同比增长 97.77%,总资 产 35.43 亿元,增长 6.74%,归属于上市公司股东的净资产为 27.56 亿元,增长 6.47%,经营活动现金流量净额为 1.09 亿元,同比增长 35.35%。 2025 年上半年收入端增长 44%,二季度增速达 50%,主要受益于 2023、2024 年新签订单的逐步兑现,高空安全升降设备和高空安全防 护设备分别占主营业务收入的 67%和 30%。 2025 年上半年毛利率超过 50%,同比提升 2.96 个百分点,主要得益 于外销收入占比增加以及国内外市场高单价产品销售占比提高,预计未 来毛利率将维持在 50%左右。 2025 年上半年净利率达 32%,同比提高 7 个百分点,除毛利率提升外, 销售费用和研发费用绝对值下降也是重要原因,预计期间费用率将保持 相对稳定。 2025 年上半年海外收入占比约为 55%,目标是未来达到公司总收入的 三分之二左右。美国市场收入主要来源于存量风机的技改,占比海外收 入 60%以上。 Q&A 中冀联合在 2025 年上半年取得了哪些主要经营成果 ...
中际联合(605305):24A、25Q1点评:业绩持续高增,盈利能力进一步提升
Changjiang Securities· 2025-05-05 13:15
丨证券研究报告丨 联合研究丨公司点评丨中际联合(605305.SH) [Table_Title] 中际联合 24A&25Q1 点评:业绩持续高增,盈 利能力进一步提升 报告要点 [Table_Summary] 公司是风电高空作业设备龙头,主要产品在风力发电行业细分市场占有率第一,国内风电项目 持续释放,带动产业链出货增长,公司有望显著受益。同时,随着公司费用可控及非风电业务 的布局,公司盈利能力有望继续提升。 分析师及联系人 [Table_Author] 赵智勇 邬博华 倪蕤 司鸿历 屈奇 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com SAC:S0490517110001 SAC:S0490514040001 SAC:S0490520030003 SAC:S0490520080002 SAC:S0490524070003 SFC:BRP550 SFC:BQK482 SFC:BUD284 1 中际联合(605305.SH) cjzqdt11111 [Table_Title 中际联合 24A&25Q1 2] 点评:业绩持续高增,盈 利能力进一步提升 [Table_Su ...
中际联合(605305):业绩大幅增长 净利率快速提升
Xin Lang Cai Jing· 2025-04-23 08:29
Core Insights - The company achieved a revenue of 1.299 billion yuan in 2024, representing an 18% year-on-year increase, with Q4 revenue at 365 million yuan, down 10% year-on-year [1] - The company’s net profit attributable to shareholders reached 315 million yuan, a 52% increase year-on-year, with Q4 net profit at 77 million yuan, down 13% year-on-year [2] - The company is expanding its overseas market presence and product line, indicating significant long-term growth potential [3] Revenue Breakdown - Revenue from aerial safety lifting equipment in 2024 was 889 million yuan, up 16% year-on-year [1] - Revenue from aerial safety protection equipment was 355 million yuan, up 24% year-on-year [1] - Revenue from aerial safety operation services was 46 million yuan, up 1% year-on-year [1] Regional Performance - Domestic sales in 2024 amounted to 644 million yuan, an increase of 16% year-on-year [1] - International sales reached 646 million yuan, a 19% increase year-on-year [1] Industry Performance - Revenue from the wind power sector was 1.254 billion yuan, up 16% year-on-year [1] - Non-wind power sectors generated revenue of 35.32 million yuan, a significant increase of 172% year-on-year [1] Profitability Metrics - The company’s net profit margin improved significantly, with a sales net profit margin of 24.24%, up 5.51 percentage points year-on-year [2] - The gross profit margin for 2024 was 45.49%, slightly down by 0.64 percentage points year-on-year [2] Cost Management - The company’s expense ratio decreased to 22.64%, down 5.25 percentage points year-on-year, indicating improved cost control [2] Product and Market Expansion - The company is focusing on expanding its overseas business, particularly in the wind power high-altitude operation equipment market, which is larger than the domestic market [3] - New product developments include dual-machine linkage solutions and heavy-load elevators, aimed at various sectors such as construction and communication [3] Future Revenue Projections - Revenue forecasts for 2025 and 2026 are adjusted to 1.615 billion yuan and 1.932 billion yuan, respectively, with expected year-on-year growth of 24% and 20% [3] - The projected net profit for 2025 and 2026 is adjusted to 394 million yuan and 475 million yuan, with expected growth rates of 25% and 21% [3]
中际联合收盘上涨1.10%,滚动市盈率14.95倍,总市值48.84亿元
Jin Rong Jie· 2025-04-17 11:01
Group 1 - The core viewpoint of the articles highlights the performance and market position of Zhongji United Technology Co., Ltd., a provider of specialized high-altitude safety operation equipment and services [1][2] - As of April 17, the company's stock closed at 22.98 yuan, with a rolling PE ratio of 14.95 times and a total market capitalization of 4.884 billion yuan [1] - The average PE ratio in the wind power equipment industry is 28.86 times, with a median of 33.40 times, placing Zhongji United in 9th position within the industry [1][2] Group 2 - For the third quarter of 2024, the company reported operating revenue of 934 million yuan, a year-on-year increase of 33.57%, and a net profit of 238 million yuan, reflecting a year-on-year growth of 101.01% [2] - The company's gross profit margin stands at 48.86% [2] - A total of 350 institutions hold shares in Zhongji United, with a combined holding of 46.8693 million shares valued at 1.328 billion yuan [1]
中际联合收盘下跌1.08%,滚动市盈率18.49倍,总市值60.40亿元
Jin Rong Jie· 2025-03-27 11:08
Company Overview - Zhongji United (Beijing) Technology Co., Ltd. specializes in high-altitude safety operation equipment and services, focusing on the R&D, production, and sales of specialized high-altitude safety equipment [1] - The company aims to become a globally influential high-tech enterprise in the field of specialized high-altitude safety operation equipment and services, adhering to the principles of Safe, Simple, and Specialized [1] Financial Performance - For the third quarter of 2024, the company reported a revenue of 934 million yuan, representing a year-on-year increase of 33.57% [2] - The net profit for the same period was 238 million yuan, showing a significant year-on-year growth of 101.01% [2] - The sales gross margin stood at 48.86% [2] Market Position - As of the latest data, Zhongji United's rolling price-to-earnings (PE) ratio is 18.49, while the industry average PE ratio is 33.72 [2] - The company ranks 10th in terms of PE ratio within the wind power equipment industry, which has a median PE of 34.29 [1][2] - The total market capitalization of Zhongji United is 6.04 billion yuan [1][2] Institutional Holdings - As of the third quarter of 2024, 35 institutions hold shares in Zhongji United, with a total of 9.54 million shares valued at 270 million yuan [1]