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唯特偶2025年业绩预增,海外布局与现金流改善引关注
Jing Ji Guan Cha Wang· 2026-02-12 09:39
公司于2026年1月6日发布业绩预告,预计2025年归母净利润为6.53亿至7.33亿元,同比增长41%至 59%。正式年度报告预计将在2026年第一季度披露,投资者可关注其盈利细节及与预告的匹配情况。 业务进展情况 经济观察网基于截至2026年2月上旬的公开信息,唯特偶(301319)(股票代码:301319.SZ)有以下值得 关注的事件或动态。 业绩经营情况 2026年2月5日,公司在投资者互动平台表示,已在墨西哥建立工厂,并在中国香港、新加坡、美国、越 南、泰国等地设立子公司,以加强海外生产交付能力。未来,公司计划持续推进其他区域的本地化生产 规划,进一步扩大国际市场份额。 行业与风险分析 唯特偶涉及低空经济、华为概念、新能源汽车等板块,其产品应用于汽车电子、IGBT器件等领域。投 资者可关注相关行业政策及客户合作进展,但需注意高估值风险。 以上内容基于公开资料整理,不构成投资建议。 经营状况 2025年第三季度报告显示,公司前三季度经营现金流净额同比大幅增长1578.59%。公司强调将聚焦战 略新兴赛道(如电子化学品),通过产品高端化和运营优化加速利润释放。 ...
唯特偶:截至2026年2月10日,公司股东数量为8699户
Zheng Quan Ri Bao Wang· 2026-02-11 09:15
证券日报网讯2月11日,唯特偶(301319)在互动平台回答投资者提问时表示,截至2026年2月10日,公 司股东数量为8699户。 ...
唯特偶:将持续积极开拓海外市场 深化全球布局
Core Viewpoint - The company is actively expanding its global presence by establishing subsidiaries in various countries and enhancing its local production capabilities to meet international market demands [1] Group 1: Global Expansion - The company has set up subsidiaries in Singapore, the United States, Vietnam, Thailand, and Mexico [1] - A factory has been established in Mexico to strengthen local production and delivery capabilities [1] Group 2: Future Plans - The company is actively promoting local production planning in the remaining regions [1] - Future efforts will focus on expanding overseas markets, deepening global layout, and enhancing brand building [1] Group 3: Competitive Positioning - The company aims to meet global customer needs with high-quality products and services [1] - The goal is to further increase international market share and enhance competitiveness, moving towards becoming a leading global materials enterprise [1]
唯特偶:截至2026年1月30日公司股东数量为7982户
Zheng Quan Ri Bao· 2026-02-05 10:39
证券日报网讯 2月5日,唯特偶在互动平台回答投资者提问时表示,截至2026年1月30日,公司股东数量 为7982户。 (文章来源:证券日报) ...
唯特偶:在墨西哥建立了工厂,有力加强了海外本地化生产交付能力
Ge Long Hui· 2026-02-05 08:15
格隆汇2月5日丨唯特偶(301319.SZ)在投资者互动平台表示,公司已在中国香港、新加坡、美国、越 南、泰国、墨西哥等地设立了子、孙公司,其中,在墨西哥建立了工厂,有力加强了海外本地化生产交 付能力。针对其余布局区域,公司正积极推进本地化生产的规划工作。未来,公司将持续积极开拓海外 市场,深化全球布局,强化品牌建设,凭借优质产品和服务满足全球客户需求,进一步扩大国际市场份 额,增强自身竞争力,稳步朝着成为全球领先材料企业的目标迈进。 ...
唯特偶(301319.SZ):在墨西哥建立了工厂,有力加强了海外本地化生产交付能力
Ge Long Hui A P P· 2026-02-05 08:15
格隆汇2月5日丨唯特偶(301319.SZ)在投资者互动平台表示,公司已在中国香港、新加坡、美国、越 南、泰国、墨西哥等地设立了子、孙公司,其中,在墨西哥建立了工厂,有力加强了海外本地化生产交 付能力。针对其余布局区域,公司正积极推进本地化生产的规划工作。未来,公司将持续积极开拓海外 市场,深化全球布局,强化品牌建设,凭借优质产品和服务满足全球客户需求,进一步扩大国际市场份 额,增强自身竞争力,稳步朝着成为全球领先材料企业的目标迈进。 ...
新材料行业月报:基本金属价格普涨,2025年全国累计发电装机容量同增16%-20260129
Zhongyuan Securities· 2026-01-29 08:42
Investment Rating - The report maintains an "Outperform" rating for the new materials industry [1][8]. Core Insights - The new materials sector outperformed the CSI 300 index in January 2026, with the new materials index rising by 10.54%, surpassing the CSI 300's increase of 1.90% by 8.64 percentage points [8][12]. - Basic metal prices saw a general increase in January 2026, with notable price changes including copper (1.23%), aluminum (2.79%), zinc (4.74%), and tin (34.93%) [8][37]. - Global semiconductor sales continued to grow, with November 2025 figures showing a 29.8% year-on-year increase, marking the 25th consecutive month of growth [8][42]. - The new materials sector is expected to benefit from the ongoing recovery in downstream demand and the push for domestic alternatives, indicating a potential growth cycle ahead [8][21]. Summary by Sections Industry Performance Review - The new materials index showed strong performance in January 2026, ranking 7th among 30 major industry sectors [12][16]. - A total of 170 stocks in the new materials sector were analyzed, with 141 stocks rising and 25 falling in January [17][20]. - The sector's valuation increased, with the new materials index PE (TTM) at 31.72, reflecting a 4.21% month-on-month increase [21][24]. Important Industry Data Tracking - In December 2025, the Consumer Price Index (CPI) rose by 0.2% month-on-month, while the Producer Price Index (PPI) increased by 0.2% [30][31]. - Basic metal prices and inventory changes were tracked, showing significant fluctuations in January 2026 [37][40]. - The export volume of superhard materials increased by 3.39% in December 2025, although the export value saw a slight decline [50][50]. Industry Dynamics - The establishment of the humanoid robot standard committee in Beijing and the introduction of the first group standard for functional diamonds highlight ongoing developments in the new materials sector [2]. - The implementation of the action plan for upgrading the non-ferrous metal industry in Henan province indicates regional efforts to enhance industry standards [2].
唯特偶(301319) - 关于全资子公司新增募集资金专户并签订募集资金三方监管协议的公告
2026-01-27 09:18
深圳市唯特偶新材料股份有限公司 关于全资子公司新增募集资金专户并签订 证券代码:301319 证券简称:唯特偶 公告编号:2026-003 募集资金三方监管协议的公告 一、募集资金基本情况 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有虚假 记载、误导性陈述或重大遗漏。 经中国证券监督管理委员会(以下简称"中国证监会")《关于同意深圳市唯 特偶新材料股份有限公司的批复》(证监许可[2022]1259号)同意注册,并经深 圳证券交易所同意,深圳市唯特偶新材料股份有限公司(以下简称"公司")向 社会公众公开发行人民币普通股(A股)1,466万股,每股面值人民币1.00元,发 行价格为47.75元/股,募集资金总额为人民币70,001.50万元,扣除相关发行费用 后实际募集资金净额为人民币62,430.31万元。 上述募集资金已于2022年9月26日划至公司指定账户。天职国际会计师事务 所(特殊普通合伙)对公司首次公开发行股票后新增注册资本及实收股本情况进 行了审验,并出具了天职业字[2022]1744-18号《验资报告》。公司已开立了募集 资金专项账户,对募集资金进行了专户存储,并与专户开户银行、 ...
唯特偶1月26日获融资买入2320.99万元,融资余额4.08亿元
Xin Lang Cai Jing· 2026-01-27 01:39
截至12月31日,唯特偶股东户数8374.00,较上期减少15.85%;人均流通股11159股,较上期增加 18.86%。2025年1月-9月,唯特偶实现营业收入10.60亿元,同比增长24.00%;归母净利润6953.45万元, 同比减少4.84%。 分红方面,唯特偶A股上市后累计派现1.91亿元。 1月26日,唯特偶跌3.14%,成交额1.73亿元。两融数据显示,当日唯特偶获融资买入额2320.99万元, 融资偿还3496.09万元,融资净买入-1175.09万元。截至1月26日,唯特偶融资融券余额合计4.09亿元。 融资方面,唯特偶当日融资买入2320.99万元。当前融资余额4.08亿元,占流通市值的6.41%,融资余额 超过近一年90%分位水平,处于高位。 融券方面,唯特偶1月26日融券偿还100.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元; 融券余量2655.00股,融券余额13.61万元,超过近一年80%分位水平,处于高位。 资料显示,深圳市唯特偶新材料股份有限公司位于广东省深圳市龙岗区宝龙街道同乐社区水田一路18号 唯特偶工业园,成立日期1998年1月19日,上市日期202 ...
唯特偶(301319.SZ):与海冠集团等签订《战略合作框架协议》
Xin Lang Cai Jing· 2026-01-21 10:20
Core Viewpoint - The company, Weiteou (301319.SZ), has signed a strategic cooperation framework agreement with the Jinan Licheng District People's Government and Shandong Haiguan Power Group Co., Ltd. to leverage regional advantages and enhance collaboration in developing new fire extinguishing products and materials [1] Group 1 - The agreement aims to utilize the favorable business environment and regional development policies of Jinan City, Shandong Province [1] - Haiguan Group will leverage its customer resources and project integration capabilities in collaboration with Weiteou [1] - The partnership focuses on the research, large-scale production, and supply chain integration of new products such as perfluorohexane microcapsules, elastic armor coatings, flame-retardant materials, electronic assembly materials, and reliability materials [1] Group 2 - The collaboration is based on principles of complementary advantages, resource sharing, mutual benefit, and common development [1] - The parties aim to establish a comprehensive, long-term, and stable strategic cooperation relationship [1] - The goal is to deepen cooperation, expand cooperation areas, implement cooperation measures, enhance cooperation levels, and achieve mutual benefits for high-quality development [1]