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道通科技股价涨5.06%,中金基金旗下1只基金重仓,持有1.3万股浮盈赚取2.15万元
Xin Lang Cai Jing· 2025-11-25 02:24
中金中证1000指数增强发起A(017733)基金经理为耿帅军、王阳峰。 截至发稿,耿帅军累计任职时间5年36天,现任基金资产总规模42.95亿元,任职期间最佳基金回报 47.5%, 任职期间最差基金回报-38.58%。 王阳峰累计任职时间3年317天,现任基金资产总规模13.06亿元,任职期间最佳基金回报24.83%, 任职 期间最差基金回报-15.97%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,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。 11月25日,道通科技涨5.06%,截至发稿,报34.25元/股,成交1.51亿元,换手率0.66%,总市值229.54 亿元。 资料显示,深圳市道通科技股份有限公司位于广东省深圳市南山区西丽街道松坪山社区高新北六道36号 彩虹科技大楼,成立日期2004年9月28日,上市日期2020年2月13日,公司主营业务涉及汽车智能诊断、 检测分析系统及汽车电子零部件的研发、生产、销售和服务。主营业务收入构成为:汽车诊断产品 29.61%,智能充电网络解决方案22.34%,TPM ...
道通科技(688208):2025年半年报点评:AI战略全面实施,业绩释放成长加速
Minsheng Securities· 2025-08-20 12:19
Investment Rating - The report maintains a "Recommended" rating for the company, indicating a positive outlook for its stock performance in the coming year [6]. Core Insights - The company reported a revenue of 2.345 billion yuan for the first half of 2025, representing a year-on-year growth of 27.35%. The net profit attributable to shareholders was 480 million yuan, up 24.29%, while the net profit after deducting non-recurring items surged by 64.12% to 475 million yuan [1]. - Multiple business segments are showing strong growth, with the automotive diagnostic business generating 694 million yuan (up 14.14%), ADAS products at 207 million yuan (up 17.22%), and TPMS products at 516 million yuan (up 56.83%). The energy intelligence hub (new energy charging) business achieved 524 million yuan (up 40.47%), and AI and software business reached 281 million yuan (up 30.13%) [2]. - The overseas charging station market is expanding, supported by initiatives in Europe and North America. The company has secured contracts for 50,000 commercial AC charging stations in North America, amounting to 238 million yuan [3]. - The company is implementing a strategy focused on embodied intelligence, enhancing its capabilities in autonomous operations and collaborative robotics [3]. Financial Projections - Revenue projections for 2025-2027 are 4.81 billion, 5.99 billion, and 7.50 billion yuan, with year-on-year growth rates of 22.4%, 24.4%, and 25.3% respectively. Net profit attributable to shareholders is expected to reach 940 million, 1.165 billion, and 1.463 billion yuan, with growth rates of 46.7%, 24.0%, and 25.5% [4][5]. - The current stock price corresponds to price-to-earnings ratios of 28, 22, and 18 for the years 2025-2027, reflecting a favorable valuation given the company's growth trajectory [4].