%% research.95579.com %% 丨证券研究报告丨 联合研究丨公司点评丨中伟股份（ ） 300919.SZ [中Ta伟b股le_份Ti2tl0e2] 3 年报及 2024 年一季报点评： 出货稳定增长，看好镍资源布局增厚盈利 报告要点 [中Ta伟bl股e_份Su发m布ma2r0y2]3年年报及2024年一季报，2023年公司实现营业收入342.73亿元，同比 增长12.95%，实现归属净利润19.47亿元，同比增长26.15%，实现扣非净利润15.87亿元， 同比增长43.13%；拆分至四季度，公司实现营业收入80.83亿元，同比增长0.31%，归属净 利润5.6亿元，同比增长22.19%，实现扣非净利润4.56亿元，同比增长40.21%。2024Q1实 ...

证券代码：300919 证券简称：中伟股份 公告编号：2024-041 中伟新材料股份有限公司 关于参加深圳证券交易所"民营经济迈新阶" 集体业绩说明会的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假记载、误 导性陈述或者重大遗漏。 中伟新材料股份有限公司（以下简称"公司"）将于 2024 年 5 月 16 日（星期四）15： 00-17：30 参加由深圳证券交易所（以下简称"深交所"）组织召开的以"民营经济迈新阶" 为主题的集体业绩说明会活动，现将有关事项公告如下： 一、本次业绩说明会的安排 （一）召开时间：2024 年 5 月 16 日（星期四）15：00-17：30 （二）召开地点：深交所 811 国际会议厅 （四）公司出席人员：公司董事长兼总裁邓伟明先生、副总裁兼财务总监朱宗元先生、 保荐代表人金巍锋先生（具体参会人员以当天实际出席人员为准）。 二、投资者问题征集方式 为充分尊重投资者、提升交流的针对性，现就本次业绩说明会提前向投资者公开征集问 题，广泛听取投资者的意见和建议。投资者可提前登陆深交所"互动易"平台 （http://irm.cninfo.com.cn）"云访谈" ...

首次公开发行股票并在创业板上市 之保荐总结报告书 | 保荐机构名称 | 华泰联合证券有限责任公司 | | --- | --- | | 保荐机构编号 | Z26774000 | 一、保荐机构及保荐代表人承诺 1、保荐总结报告书和证明文件及其相关资料的内容不存在虚假记载、误导 性陈述或重大遗漏，保荐机构及保荐代表人对其真实性、准确性、完整性承担法 律责任。 保荐总结报告书 华泰联合证券有限责任公司 关于中伟新材料股份有限公司 2、本机构及本人自愿接受中国证券监督管理委员会（以下简称"中国证监 会"）、深圳证券交易所对保荐总结报告书相关事项进行的任何质询和调查。 3、本机构及本人自愿接受中国证监会按照《证券发行上市保荐业务管理办 法》的有关规定采取的监管措施。 二、保荐机构基本情况 | 情况 | 内容 | | --- | --- | | 保荐机构名称 | 华泰联合证券有限责任公司 | | 注册地址 | 深圳市前海深港合作区南山街道桂湾五路 128 号前海深港基金小 | | | 镇 B7 栋 401 | | 主要办公地址 | 广东省深圳市福田区莲花街道益田路 5999 号基金大厦 27 层及 28 | | | 层 | ...

保荐总结报告书 华泰联合证券有限责任公司 关于中伟新材料股份有限公司 2021 年向特定对象发行股票并在创业板上市 之保荐总结报告书 | 保荐机构名称 | 华泰联合证券有限责任公司 | | --- | --- | | 保荐机构编号 | Z26774000 | 一、保荐机构及保荐代表人承诺 1、保荐总结报告书和证明文件及其相关资料的内容不存在虚假记载、误导 性陈述或重大遗漏，保荐机构及保荐代表人对其真实性、准确性、完整性承担法 律责任。 2、本机构及本人自愿接受中国证券监督管理委员会（以下简称"中国证监 会"）、深圳证券交易所对保荐总结报告书相关事项进行的任何质询和调查。 3、本机构及本人自愿接受中国证监会按照《证券发行上市保荐业务管理办 法》的有关规定采取的监管措施。 二、保荐机构基本情况 | 情况 | 内容 | | --- | --- | | 保荐机构名称 | 华泰联合证券有限责任公司 | | 注册地址 | 深圳市前海深港合作区南山街道桂湾五路 128 号前海深港基金小 | | | 镇 B7 栋 401 | | 主要办公地址 | 广东省深圳市福田区莲花街道益田路 5999 号基金大厦 27 层及 28 | ...

证券代码：300919 证券简称：中伟股份 公告编号：2024-040 中伟新材料股份有限公司（以下简称"公司"）已于 2024 年 4 月 24 日在巨潮资讯网 （www.cninfo.com.cn）上披露了《2023 年年度报告》及《2023 年年度报告摘要》。为加强 公司与投资者的交流互动，便于投资者进一步了解公司 2023 年度经营情况及其他关切问题， 在贵州证监局指导下，贵州证券业协会联合深圳市全景网络有限公司举办 2024 年贵州辖区 上市公司投资者集体接待日暨 2023 年度业绩说明会并征集相关问题，具体安排如下： 一、业绩说明会的安排 （一）召开时间 2024 年 5 月 9 日 15:40-17:30 （二）召开方式 网络远程方式。 中伟新材料股份有限公司 关于举办2024年投资者集体接待日 暨2023年度业绩说明会并征集问题的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假记载、误 导性陈述或者重大遗漏。 投资者可登录 http://rs.p5w.net 进入专区页面参与交流。 二、投资者问题提前征集 为广泛听取投资者的意见和建议、提升交流效率及针对性，本次业绩说明 ...

本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假记载、误 导性陈述或者重大遗漏。 中伟新材料股份有限公司（以下简称"公司"）于 2023 年 8 月 24 日召开的第二届董事 会第八次会议、第二届监事会第六次会议，审议通过了《关于公司以集中竞价交易方式回购 公司股份方案的议案》，公司决定使用自有资金以集中竞价方式回购公司股份用于股权激励 或员工持股计划。回购资金总额不低于人民币 18,000 万元（含）且不超过人民币 29,000 万 元（含），回购股份价格不超过人民币 88 元/股，回购股份期限为董事会审议通过回购股份 方案之日起 12 个月内，具体回购股份数量以回购期满时实际回购的股份数量为准。具体内 容详见公司于 2023 年 8 月 25 日在创业板指定网站巨潮资讯网（www.cninfo.com.cn）上披露 的《关于公司以集中竞价交易方式回购公司股份的方案》等公告。 一、公司回购股份的进展情况 根据《深圳证券交易所股票上市规则》、《上市公司股份回购规则》及《深圳证券交易 所上市公司自律监管指引第 9 号-回购股份》等相关规定，上市公司应当在每个月的前三个 交易日内披露截至上月末的 ...

股 票 研 究 [Table_industryInfo] 资本货物/工业 [ Table_Main[中ITnaf 伟bol]e 股_Ti份tle]( 300919) [评Tab级le_：Inv est] 增持 上次评级： 增持 业绩符合预期，一体化持续深入 目标价格： 58.68 上次预测： 57.60 公 ——中伟股份报告之七：23年及 24Q1 业绩点评 当前价格： 50.91 司 庞钧文(分析师) 牟俊宇(分析师) 2024.04.28 更 021-38674703 0755-23976610 [交Ta易bl数e_M据a rket] 新 pangjunwen@gtjas.com moujunyu@gtjas.com 证书编号 S0880517120001 S0880521080003 52周内股价区间（元） 41.47-63.67 报 总市值（百万元） 34,101 告 本报告导读： 总股本/流通A股（百万股） 670/649 流通 B股/H股（百万股） 0/0 公司23年及24Q1业绩基本符合预期。在公司镍矿冶炼-中间品一体化布局持续深入 流通股比例 97% 及镍钴磷钠产品全线推进推动下，公司有望在2 ...

Investment Rating - The report maintains a "Buy" rating for the company [3] Core Views - The company demonstrated robust profitability with a 2023 revenue of 34.273 billion, a year-on-year increase of 12.95%, and a net profit of 1.947 billion, up 26.11% year-on-year [2] - The company is a leader in ternary precursor production, holding a 27% market share in 2023, despite a revenue decline in this segment [2][3] - The company is benefiting from strong overseas demand, with significant revenue growth from key clients such as Tesla and LG Chem [2] Summary by Sections Financial Performance - In Q4 2023, the company reported a revenue of 8.083 billion, a slight increase of 0.31% year-on-year, but a decrease of 9.43% quarter-on-quarter [2] - Q1 2024 revenue reached 9.292 billion, marking a 17.58% year-on-year increase and a 14.97% quarter-on-quarter increase [2] - The gross margin for Q1 2024 was 13.52%, down 2.93 percentage points from the previous quarter but up 2.30 percentage points year-on-year [2] Market Position - The company has established nearly 400,000 tons/year of ternary precursor capacity and is expanding its resource integration globally [3] - The company achieved a ternary precursor revenue of 21.733 billion in 2023, with a gross margin of 17.96%, an increase of 5.36 percentage points from the previous year [2][3] Growth Prospects - The report forecasts a decrease in net profit estimates for 2024 and 2025 due to product price reductions, projecting net profits of 2.345 billion and 2.746 billion respectively [3] - The company is expected to benefit from increasing overseas demand, maintaining its leading position in the industry [3]

证券研究报告·公司点评报告·电池 中伟股份（300919） 2024 年一季报点评：Q1 少数股东权益影响 2024 年 04月 26日 利润，一体化支撑后续盈利 证券分析师 曾朵红 买入（维持） 执业证书：S0600516080001 021-60199793 盈[T 利ab 预le_ 测EP 与S 估] 值 2022A 2023A 2024E 2025E 2026E zengdh@dwzq.com.cn 证券分析师 阮巧燕 营业总收入（百万元） 30,344 34,273 39,861 47,850 56,644 执业证书：S0600517120002 同比（%） 51.17 12.95 16.30 20.04 18.38 021-60199793 归母净利润（百万元） 1,543 1,947 2,365 2,846 3,473 ruanqy@dwzq.com.cn 同比（%） 64.33 26.15 21.50 20.32 22.04 证券分析师 岳斯瑶 EPS-最新摊薄（元/股） 2.30 2.91 3.53 4.25 5.18 执业证书：S0600522090009 P/E（现价&最新摊薄） 21. ...

Financial Performance - The company's operating revenue for Q1 2024 was ¥9,292,228,538.39, representing a 17.58% increase compared to ¥7,902,791,580.39 in the same period last year[3] - Net profit attributable to shareholders was ¥379,138,599.25, an increase of 11.19% from ¥340,969,264.18 year-on-year[3] - The company reported a basic earnings per share of ¥0.57, up 11.76% from ¥0.51 in the previous year[3] - The company's net profit after deducting non-recurring gains and losses was ¥339,942,641.80, which is a 34.64% increase from ¥252,481,726.80 in the same period last year[3] - Net profit for Q1 2024 was ¥522,905,178.52, representing a 43.0% increase from ¥365,684,199.67 in Q1 2023[17] - Total comprehensive income for the first quarter reached CNY 489,884,389.27, an increase from CNY 387,796,905.83 in the previous year[18] - Basic earnings per share increased to CNY 0.57 from CNY 0.51 year-over-year[18] - The company’s total revenue from sales of goods and services was CNY 9,922,704,952.18, compared to CNY 7,783,937,794.70 in the previous year, marking a growth of approximately 27.5%[19] Cash Flow and Liquidity - The net cash flow from operating activities improved significantly to ¥781,639,663.92, a 188.08% increase from a negative cash flow of -¥887,398,973.07 in Q1 2023[3] - The cash and cash equivalents at the end of Q1 2024 were reported at ¥7,470,499,720.99[15] - Cash inflow from operating activities totaled CNY 10,664,914,514.61, compared to CNY 8,399,245,722.82 in the same period last year, reflecting a growth of approximately 27%[19] - Cash and cash equivalents at the end of the period amounted to CNY 11,599,636,291.62, up from CNY 8,573,434,006.32 year-over-year[20] - Cash inflow from financing activities was CNY 5,227,429,346.11, compared to CNY 2,556,351,865.31 in the previous year, indicating a substantial increase[20] - The company reported a net cash outflow from investing activities of CNY -1,492,761,131.70, an improvement from CNY -2,229,869,750.08 in the previous year[20] - The company received CNY 512,649,386.29 from new investments, a significant increase from CNY 24,225,120.00 in the previous year[20] Assets and Liabilities - Total assets as of March 31, 2024, were ¥64,177,305,416.29, reflecting a 3.20% increase from ¥62,186,283,832.73 at the end of the previous year[3] - Total liabilities increased to ¥35,238,563,958.78 in Q1 2024, up from ¥34,262,590,827.28 in Q1 2023[16] - The company's equity attributable to shareholders reached ¥28,938,741,457.51, an increase from ¥27,923,693,005.45 year-over-year[16] - The long-term borrowings rose to ¥15,677,859,078.60, compared to ¥13,832,291,109.73 in the previous year[16] Shareholder Information - The total number of common shareholders at the end of the reporting period was 28,545, with the top 10 shareholders holding 51.36% of the shares[8] - Hunan Zhongwei Holdings Group Co., Ltd. holds 344,000,000 shares, representing 51.36% of the total shares[8] - The number of shares held by the top 10 unrestricted shareholders includes 344,000,000 shares held by Hunan Zhongwei Holdings Group Co., Ltd.[8] - The total amount of shares repurchased so far is 3,885,100, accounting for approximately 0.58% of the total share capital[12] Business Development - The company established a new subsidiary, C&P Advanced Material Technology Co., Ltd., to enhance its business development and market competitiveness[13] - The company has not reported any significant impact on production and operations from the establishment of the new subsidiary[13] - The company plans to continue expanding its market presence and investing in new technologies to drive future growth[17] Financial Assets and Liabilities - The company experienced a significant decrease in financial assets, with trading financial assets dropping by 50.51% to ¥60,602,715.79 due to fluctuations in hedging instruments[6] - The company's contract liabilities increased by 77.30% to ¥300,070,371.86, attributed to the growth in customer prepayments[6] - The company reported a decrease in trading financial assets from RMB 122,462,292.67 to RMB 60,602,715.79[14] - Accounts receivable increased to RMB 4,705,706,404.62 from RMB 3,752,892,890.31, indicating a growth in sales or credit terms[14] - The company reported a significant increase in accounts receivable, totaling ¥747,134,006.99, compared to the previous period[15]