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行业周报:我国最大海上气田建成,新疆陇疆大型煤综合利用项目开工-20250629
Huafu Securities· 2025-06-29 08:21
行 华福证券 基础化工 2025 年 06 月 29 日 业 研 究 行 业 定 期 报 告 基础化工 行业周报:我国最大海上气田建成,新疆陇疆大 型煤综合利用项目开工 投资要点: 本周板块行情:本周,上证综合指数上涨 1.91%,创业板指数上涨 5.69%, 沪深 300 上涨 1.95%,中信基础化工指数上涨 4.15%,申万化工指数上涨 3.11%。 化工各子行业板块涨跌幅:本周,化工板块涨跌幅前五的子行业分别为膜 材料(11.79%)、其他塑料制品(6.72%)、绵纶(6.51%)、其他化学制品Ⅲ(5.81%)、 涂料油墨颜料(5.52%);化工板块涨跌幅后五的子行业分别为食品及饲料添加剂 (0.54%)、农药(0.62%)、纯碱(1.47%)、合成树脂(1.61%)、复合肥(1.7%)。 本周行业主要动态: 我国最大海上气田建成。中国海油 25 日宣布,我国首个深水高压气田— —"深海一号"二期项目全面投产,标志着我国最大海上气田建成。"深海一 号"大气田分一期和二期开发建设,探明天然气地质储量超 1500 亿立方米, 最大作业水深超 1500 米,最大井深达 5000 米以上,是我国迄今为止自主开 ...
莱特光电(688150):OLED终端材料多系列布局,新产品放量加速成长
China Post Securities· 2025-06-10 09:53
证券研究报告:电子 | 公司点评报告 OLED 终端材料多系列布局,新产品放量加速成长 l 投资要点 股票投资评级 买入 |首次覆盖 个股表现 2024-06 2024-08 2024-11 2025-01 2025-03 2025-06 -27% -19% -11% -3% 5% 13% 21% 29% 37% 45% 莱特光电 电子 资料来源:聚源,中邮证券研究所 公司基本情况 | 最新收盘价(元) | 24.08 | | --- | --- | | 总股本/流通股本(亿股)4.02 | / 1.79 | | 总市值/流通市值(亿元)97 | / 43 | | 52 周内最高/最低价 | 24.99 / 15.18 | | 资产负债率(%) | 15.8% | | 市盈率 | 57.33 | | 第一大股东 | 王亚龙 | 研究所 分析师:吴文吉 SAC 登记编号:S1340523050004 Email:wuwenji@cnpsec.com 分析师:翟一梦 SAC 登记编号:S1340525040003 Email:zhaiyimeng@cnpsec.com 莱特光电(688150) 各板块业务快速成长 ...
高管离任、募投延期 莱特光电“前路”在何方?
Core Viewpoint - The management of Lite-On Optoelectronics has undergone significant changes, with five directors resigning amid ongoing share reductions by major shareholders, which raises concerns about the company's governance and future direction [1][2][3] Management Changes - Five directors, including Xue Zhen and Dong Zhenhua, have collectively resigned, with two being recommended by major shareholders [1][2] - The board is being restructured to reduce the number of directors from 11 to 7, indicating a shift in governance strategy [2] Shareholder Activity - Major shareholders Junlian Chengye and Junlian Huicheng have reduced their combined shareholding from 9.48% at IPO to 3.9% as of March 2025, following the expiration of their lock-up period [1][3] - The reduction in shareholding coincides with the management changes, suggesting potential instability or lack of confidence in the company's future [1][3] Fundraising and Project Delays - The company plans to raise up to 300 million yuan through a simplified procedure for specific projects and to supplement working capital, with shareholder approval already obtained [1][4] - The "OLED Terminal Material R&D and Industrialization Project" has faced two delays, now expected to be completed by August 2026, with less than 50% of the investment progress made as of November 2024 [1][4][6] Financial Performance - Lite-On Optoelectronics reported a revenue of 472 million yuan in 2024, a year-on-year increase of 56.9%, and a net profit of 167 million yuan, up 117.17% [4] - In Q1 2025, the net profit reached 60.87 million yuan, reflecting a growth of 39.90% compared to the previous year [4] Production Capacity and Market Response - As of the end of 2024, the company has established an annual production capacity of 12 tons for OLED terminal materials, with plans to continue expanding capacity in line with market demand [5] - Despite the high growth in sales revenue, the company has faced scrutiny regarding its ability to meet production timelines and manage project delays effectively [5][6]