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信宇人2025年中报简析:净利润同比下降70.96%,三费占比上升明显
Zheng Quan Zhi Xing· 2025-08-30 23:24
据证券之星公开数据整理,近期信宇人(688573)发布2025年中报。截至本报告期末,公司营业总收入 8647.66万元,同比下降45.57%,归母净利润-7240.64万元,同比下降70.96%。按单季度数据看,第二季 度营业总收入3155.71万元,同比下降70.24%,第二季度归母净利润-4654.11万元,同比下降236.13%。 本报告期信宇人三费占比上升明显,财务费用、销售费用和管理费用总和占总营收同比增幅达 116.48%。 本次财报公布的各项数据指标表现不尽如人意。其中,毛利率6.21%,同比减55.09%,净利 率-87.86%,同比减221.54%,销售费用、管理费用、财务费用总计3573.75万元,三费占营收比 41.33%,同比增111.16%,每股净资产7.36元,同比减15.94%,每股经营性现金流0.29元,同比增 213.76%,每股收益-0.76元,同比减76.74% 问:公司干法电极设备的进展?与同行同类设备的差异是什么? 答:公司干法电极设备样机已成功试制,目前正处于参数调试和技术验证阶段,已与国内头部客户进行 了初步技术交流。该设备由搅拌设备和干法涂布设备组成,其中搅拌 ...
【私募调研记录】国源信达调研信宇人
Zheng Quan Zhi Xing· 2025-06-13 00:10
Group 1 - The core viewpoint of the news highlights the recent research conducted by Guoyuan Xinda Capital on a listed company, focusing on advancements in dry electrode equipment and solid-state electrolytes [1] - Xinyuren has successfully trial-produced a dry electrode equipment prototype using dry powder direct coating technology, which eliminates the fiberization film-making process and reduces binder content, making it suitable for thick electrode preparation without high-pressure rolling [1] - The halide solid-state electrolyte samples have been completed, showing an ionic conductivity slightly above 10^-3, indicating good conductivity performance, stability, and low cost [1] Group 2 - The optical glue and tape from Yamei New Materials have established stable cooperation with leading 3C clients, achieving significant breakthroughs in the Mini LED packaging materials market [1] - Micro LED mass transfer films have achieved small batch shipments, and moisture barrier films are being applied in flexible perovskite [1] - The proposed human skin material utilizes silicone-based materials and employs nano-imprinting technology to replicate the microscopic structure of human skin, achieving realistic touch sensations, with samples sent to pressure sensor companies and FPC manufacturers for widespread applications [1] Group 3 - Guoyuan Xinda Capital Management Co., Ltd. is a private equity fund management company registered with the Asset Management Association of China, established in 2015 with a registered capital of 50 million yuan [2] - The company is an observer member of the Securities Association of China and has a strong team of recognized new-generation investment talents [2]