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先导智能股价跌5.04%,浙商证券资管旗下1只基金重仓,持有6.75万股浮亏损失19.04万元
Xin Lang Cai Jing· 2025-10-14 06:10
10月14日,先导智能跌5.04%,截至发稿,报53.18元/股,成交53.46亿元,换手率6.26%,总市值832.89 亿元。 资料显示,无锡先导智能装备股份有限公司位于江苏省无锡市新吴区新锡路20号(经营场所:无锡市新吴 区新洲路18号),香港湾仔皇后大道东183号合和中心46楼,成立日期2002年4月30日,上市日期2015年5 月18日,公司主营业务涉及专业从事自动化成套设备的研发、设计、生产与销售以及自动化整体解决方 案。主营业务收入构成为:锂电池智能装备68.76%,其他15.76%,光伏智能装备8.04%,智能物流系统 6.44%,3C智能装备0.95%,其他(补充)0.05%。 从基金十大重仓股角度 数据显示,浙商证券资管旗下1只基金重仓先导智能。浙商汇金转型驱动(001540)二季度持有股数 6.75万股,占基金净值比例为3.09%,位居第十大重仓股。根据测算,今日浮亏损失约19.04万元。 浙商汇金转型驱动(001540)基金经理为陈顾君。 截至发稿,陈顾君累计任职时间5年269天,现任基金资产总规模2.04亿元,任职期间最佳基金回报 40.78%, 任职期间最差基金回报-7.57%。 ...
先导智能,来自江苏无锡,递交IPO招股书,拟赴香港上市|A股公司香港上市
Xin Lang Cai Jing· 2025-08-27 06:10
Core Viewpoint Wuxi Lead Intelligent Equipment Co., Ltd. (referred to as "Lead Intelligent") is preparing for an IPO on the Hong Kong Stock Exchange, aiming to leverage its position as a leading provider of intelligent equipment in the lithium battery and photovoltaic sectors, with significant market share and innovative technology. Company Overview - Lead Intelligent was established in 2002 and specializes in providing intelligent equipment and solutions for emerging industries, particularly in lithium batteries, photovoltaic cells, and consumer electronics [4]. - The company was listed on the A-share market on May 18, 2015, and as of August 26, 2025, its total market capitalization exceeds RMB 45.6 billion [2]. Business Segments - **Lithium Battery Equipment**: Lead Intelligent is the largest provider of lithium battery intelligent equipment globally, holding market shares of 15.5% and 19.0% in the global and Chinese markets, respectively. The company has delivered 145 complete line solutions globally as of April 30, 2025 [4]. - **Photovoltaic Equipment**: The company has developed advanced manufacturing processes and equipment for photovoltaic components and cells, achieving a production line conversion efficiency of over 26.5% [5]. - **3C Intelligent Equipment**: Lead Intelligent offers intelligent solutions for the production and testing of various 3C products, including automotive and consumer electronics [6]. - **Hydrogen Energy Equipment**: The company provides complete line solutions for hydrogen production and has successfully delivered major equipment to international clients [6]. Financial Performance - The revenue for Lead Intelligent in the years 2022, 2023, 2024, and the first four months of 2025 were RMB 138.36 billion, RMB 164.83 billion, RMB 117.73 billion, and RMB 35.99 billion, respectively. The corresponding net profits were RMB 23.18 billion, RMB 17.71 billion, RMB 2.68 billion, and RMB 400 million [11]. - The company’s gross profit margins have shown fluctuations, with gross profit for 2022 at RMB 5.065 billion (36.6%) and for the first four months of 2025 at RMB 1.25 billion (34.7%) [11]. Shareholder Structure - As of August 19, 2025, the major shareholder, Mr. Wang Yanqing, holds a direct stake of 0.56% and indirect stakes through various entities totaling 32.33% [8]. Management Team - The board of directors consists of 8 members, including 4 executive directors and 4 independent non-executive directors, with Mr. Wang Yanqing serving as the chairman and general manager [10][11]. IPO Details - Lead Intelligent has appointed CITIC Securities and JPMorgan as joint sponsors for its IPO, with Deloitte serving as the auditor [12].
先导智能涨2.02%,成交额4.80亿元,主力资金净流入2859.19万元
Xin Lang Cai Jing· 2025-08-27 03:15
Company Overview - Xian Dao Intelligent Equipment Co., Ltd. is located in Wuxi, Jiangsu Province, and specializes in the research, design, production, and sales of automation equipment and solutions [1] - The company was established on April 30, 2002, and went public on May 18, 2015 [1] - Main business revenue composition includes: lithium battery intelligent equipment (64.85%), intelligent logistics systems (15.75%), photovoltaic intelligent equipment (7.31%), other (6.18%), 3C intelligent equipment (5.81%), and others (0.09%) [1] Stock Performance - As of August 27, the stock price increased by 2.02% to 29.74 CNY per share, with a total market capitalization of 46.578 billion CNY [1] - Year-to-date, the stock price has risen by 48.97%, with a 4.20% increase over the last five trading days, 14.38% over the last 20 days, and 48.74% over the last 60 days [1] Financial Performance - For the first quarter of 2025, the company reported a revenue of 3.098 billion CNY, a year-on-year decrease of 6.42%, and a net profit attributable to shareholders of 365 million CNY, down 35.30% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 3.149 billion CNY, with 1.461 billion CNY distributed in the last three years [3] Shareholder Information - As of March 31, 2025, the number of shareholders is 112,200, a decrease of 8.22% from the previous period, with an average of 13,899 shares held per shareholder, an increase of 8.96% [2] - Major shareholders include Hong Kong Central Clearing Limited, holding 113 million shares, and various ETFs with varying changes in holdings [3]
先导智能(300450):行业触底风险释放,业绩拐点有望来临
Investment Rating - The report maintains a "Buy" rating for the company [1] Core Views - The company reported a significant decline in revenue and net profit for 2024, with revenue at 11.855 billion, down 28.71% year-on-year, and net profit at 286 million, down 83.88% year-on-year [4][6] - The first quarter of 2025 showed a revenue of 3.098 billion, down 6.42% year-on-year, and a net profit of 365 million, down 35.30% year-on-year, which aligns with expectations [4][6] - The company is the largest global provider of new energy intelligent equipment and solutions, holding a 9.1% market share, with significant positions in lithium battery equipment and logistics [7] - The report indicates a potential turning point in performance as the risks associated with the industry bottoming out are being released [1][7] Financial Data and Profit Forecast - The company’s total revenue is projected to increase to 13.844 billion in 2025, with a year-on-year growth rate of 16.8% [6] - The net profit forecast for 2025 is adjusted to 1.540 billion, reflecting a substantial increase of 438.4% compared to the previous year [6] - The report anticipates a gradual improvement in profitability, with projected net profits of 1.920 billion in 2026 and 2.424 billion in 2027 [6][7] - The current price-to-earnings ratio is estimated at 21 for 2025, 17 for 2026, and 13 for 2027, indicating a favorable valuation compared to historical levels [7]
又一锂电龙头企业赴港IPO!
鑫椤锂电· 2025-03-03 08:23
Core Viewpoint - Xian Dao Intelligent Equipment Co., Ltd. is aiming to become a world-leading intelligent equipment enterprise, focusing on the development of clean energy industries and is a major player in the high-end non-standard intelligent equipment market [1][2]. Group 1: Company Overview - Xian Dao specializes in the research, design, production, and sales of high-end non-standard intelligent equipment, covering various fields including lithium battery equipment, photovoltaic equipment, 3C intelligent equipment, smart logistics systems, automotive intelligent production lines, hydrogen equipment, and laser precision processing equipment [1]. - As of 2024, Xian Dao holds a market share of 22.4% in the global lithium battery intelligent equipment market and 16.4% in overseas markets, making it the largest Chinese supplier in the overseas market [1]. Group 2: Market Presence and Partnerships - The company has established product sales and solution delivery in over 20 countries, including Germany, France, Sweden, the USA, Japan, and South Korea, and has collaborated with major automotive and battery manufacturers such as Tesla, Volkswagen, BMW, and LG [2]. - Xian Dao has also formed deep partnerships with domestic leaders like CATL, ATL, and BYD, positioning itself as a partner for their international expansion [2]. Group 3: IPO and Future Plans - Xian Dao has submitted its IPO application to the Hong Kong Stock Exchange, with plans to use the raised funds for global expansion, increased R&D investment, enhanced digital capabilities, and general corporate purposes [2]. - If successful, Xian Dao will become a dual-listed company on both A-share and H-share markets, which is expected to enhance its international visibility and financing capabilities [2].