Workflow
高能射线无铅防护材料
icon
Search documents
新莱福(301323) - 2025年5月21日投资者关系活动记录表
2025-05-21 11:42
Group 1: Market Performance and Product Advantages - The company's radiation protection materials achieved a doubling growth in 2024, driven by technological leadership, superior product performance, cost advantages, and eco-friendly characteristics [1] - The introduction of lead-free radiation protection materials has opened up the market, supported by core patents and innovative results that establish a technological barrier [2] - The flexible lead-free protection materials match the cost of traditional lead-containing products while eliminating harmful substances, addressing global environmental regulations and the demand for lead-free solutions [2] Group 2: Market Penetration Strategies - The company has leveraged over a decade of technological accumulation to develop high-energy radiation lead-free protection materials, which effectively shield X-rays and γ-rays [2] - Targeting sectors such as medical, security, and food safety, the company has introduced products like medical scatter radiation protection blankets and adapted protective materials for food safety testing [2] - The company has successfully expanded its customer base through participation in exhibitions and academic conferences, collaborating with medical institutions and manufacturers [2] Group 3: Research and Development Breakthroughs - The company focuses on a micro-nano powder technology platform, achieving significant breakthroughs in various projects, including infrared absorption materials and transparent radiation protection materials [3] - The development of metal electronic powders and special ultra-fine metal powders is underway, with products entering customer validation stages [3] - The company plans to continue increasing R&D investment, with a projected R&D expenditure of 88.6 million yuan in 2024, representing a 69% increase and accounting for 9.6% of revenue [4] Group 4: Future Strategic Planning - The company aims to strengthen its core competencies in functional materials through sustained R&D investment, enhancing product performance and value [4] - The long-term investment strategy is designed to accelerate product upgrades and establish differentiated competitive advantages in the market [4] - The company anticipates achieving a revenue of 850.996 million yuan in 2024, reflecting a year-on-year growth of 14.94% [4]
新莱福:4月24日接受机构调研,富国基金、平安基金等多家机构参与
Zheng Quan Zhi Xing· 2025-04-24 15:42
Core Viewpoint - New Lai Fu (301323) reported a decline in profits for Q1 2024 due to rising raw material costs, factory relocation, and increased expenses, but remains optimistic about future growth driven by cost stabilization, capacity recovery, and innovative projects [2][3][8] Group 1: Financial Performance - In Q1 2024, the company achieved a revenue of 207 million yuan, an increase of 8.59% year-on-year [8] - The net profit attributable to shareholders was 30.47 million yuan, a decrease of 16.05% year-on-year [8] - The gross profit margin stood at 35.17% [8] Group 2: Factors Affecting Profitability - The decline in profit was primarily due to a 15% increase in raw material prices for magnetic powder and a 30% increase for silver powder, alongside significant cost pressures from the MIM project [2] - The relocation of the Bick factory from Huizhou to Guangzhou impacted production capacity, leading to increased unit costs and a drop in gross margin [2] - R&D and share-based payment expenses increased by over 5 million yuan compared to Q1 2023, further burdening costs [2] Group 3: Future Outlook - The company anticipates a gradual alleviation of cost pressures as raw material prices stabilize and product pricing strategies are implemented [3] - With the completion of the Bick factory relocation, production capacity is expected to recover and improve significantly, leading to a potential increase in gross margin [3] - The MIM project is projected to become a new growth driver, aligning with the increasing demand in smart wearables, robotics, and high-end manufacturing [3] - Continuous innovation and R&D investments are expected to expand market opportunities and enhance product competitiveness [3] Group 4: Product Development and Market Strategy - The company has made breakthroughs in lead-free radiation protection materials, focusing on material innovation and process upgrades, with production capacity exceeding 300,000 square meters [4][5] - The company aims to penetrate European and North American markets while also targeting emerging regions like Southeast Asia and the Middle East [5] - New projects, including the second phase of magnetic material construction, are progressing well, with trial production expected to start in April 2025 [3][4] Group 5: Research and Development Progress - The company has successfully developed spherical metal electronic powders with precise customization from 200 nanometers to 10 microns, enhancing its product offerings [7] - The special ultra-fine metal powder project has completed batch testing and is now entering the customer validation phase [7]
新莱福:首次公开发行股票并在创业板上市招股说明书
2023-05-30 12:38
本次发行股票拟在创业板上市,创业板公司具有创新投入大、新旧产业融合存在不确定性、 尚处于成长期、经营风险高、业绩不稳定、退市风险高等特点,投资者面临较大的市场风 险。投资者应充分了解创业板的投资风险及本公司所披露的风险因素,审慎作出投资决定。 广州新莱福新材料股份有限公司 Guangzhou Newlife New Material CO., LTD (住所:广州经济技术开发区永和经济区沧海四路 4 号) 首次公开发行股票并在创业板上市 招股说明书 保荐人(主承销商) 广东省深圳市福田区中心三路 8 号卓越时代广场(二期)北座 广州新莱福新材料股份有限公司 招股说明书 声明 中国证监会、交易所对本次发行所作的任何决定或意见,均不表明其对发行人注 册申请文件及所披露信息的真实性、准确性、完整性作出保证,也不表明其对发行人 的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任何与之相反的 声明均属虚假不实陈述。 根据《证券法》规定,股票依法发行后,发行人经营与收益的变化,由发行人自 行负责;投资者自主判断发行人的投资价值,自主作出投资决策,自行承担股票依法 发行后因发行人经营与收益变化或者股票价格变动引 ...
新莱福:首次公开发行股票并在创业板上市招股意向书
2023-05-16 14:07
本次发行股票拟在创业板上市,创业板公司具有创新投入大、新旧产业融合存在不确定性、 尚处于成长期、经营风险高、业绩不稳定、退市风险高等特点,投资者面临较大的市场风 险。投资者应充分了解创业板的投资风险及本公司所披露的风险因素,审慎作出投资决定。 广州新莱福新材料股份有限公司 Guangzhou Newlife New Material CO., LTD (住所:广州经济技术开发区永和经济区沧海四路 4 号) 首次公开发行股票并在创业板上市 招股意向书 保荐人(主承销商) 广东省深圳市福田区中心三路 8 号卓越时代广场(二期)北座 广州新莱福新材料股份有限公司 招股意向书 声明 中国证监会、交易所对本次发行所作的任何决定或意见,均不表明其对发行人注 册申请文件及所披露信息的真实性、准确性、完整性作出保证,也不表明其对发行人 的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任何与之相反的 声明均属虚假不实陈述。 根据《证券法》规定,股票依法发行后,发行人经营与收益的变化,由发行人自 行负责;投资者自主判断发行人的投资价值,自主作出投资决策,自行承担股票依法 发行后因发行人经营与收益变化或者股票价格变动引 ...
新莱福_招股说明书
2023-03-31 03:52
本次发行股票拟在创业板上市,创业板公司具有创新投入大、新旧产业融合存在不确定性、 尚处于成长期、经营风险高、业绩不稳定、退市风险高等特点,投资者面临较大的市场风 险。投资者应充分了解创业板的投资风险及本公司所披露的风险因素,审慎作出投资决定。 广州新莱福新材料股份有限公司 Guangzhou Newlife New Material CO., LTD (住所:广州经济技术开发区永和经济区沧海四路 4 号) 首次公开发行股票并在创业板上市 招股说明书(注册稿) 声明:本公司的发行申请材料尚需经深圳证券交易所和中国证监会履行相应程序。本招股说 明书不具有据以发行股票的法律效力,仅供预先披露之用。投资者应当以正式公告的招股说 明书作为投资决定的依据。 保荐机构(主承销商) 广东省深圳市福田区中心三路 8 号卓越时代广场(二期)北座 广州新莱福新材料股份有限公司 招股说明书 | 发行股票类型 | 人民币普通股(A 股) | | --- | --- | | 发行股数 | 不超过 26,230,723 股,占发行后总股本的比例不低于 25.00%,最终以深圳证券交易所核准及中国证监会注册的数量 | | | 为准;本次发行 ...
广州新莱福新材料股份有限公司_招股说明书(注册稿)
2023-03-01 07:12
本次发行股票拟在创业板上市,创业板公司具有创新投入大、新旧产业融合存在不确定性、 尚处于成长期、经营风险高、业绩不稳定、退市风险高等特点,投资者面临较大的市场风 广州新莱福新材料股份有限公司 Guangzhou Newlife New Material CO., LTD (住所:广州经济技术开发区永和经济区沧海四路 4 号) 首次公开发行股票并在创业板上市 招股说明书(注册稿) 声明:本公司的发行申请材料尚需经深圳证券交易所和中国证监会履行相应程序。本招股说 保荐机构(主承销商) 广东省深圳市福田区中心三路 8 号卓越时代广场(二期)北座 险。投资者应充分了解创业板的投资风险及本公司所披露的风险因素,审慎作出投资决定。 明书不具有据以发行股票的法律效力,仅供预先披露之用。投资者应当以正式公告的招股说 明书作为投资决定的依据。 广州新莱福新材料股份有限公司 招股说明书 声明 中国证监会、交易所对本次发行所作的任何决定或意见,均不表明其对发行人注 册申请文件及所披露信息的真实性、准确性、完整性作出保证,也不表明其对发行人 的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任何与之相反的 声明均属虚假不实 ...