证券代码：301538 证券简称：骏鼎达 公告编号：2025-001 深圳市骏鼎达新材料股份有限公司 关于首次公开发行前部分已发行股份上市流通提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 1、本次上市流通的限售股份为深圳市骏鼎达新材料股份有限公司（以下简 称"公司"）首次公开发行前限售股； 2、本次上市流通的首次公开发行前限售股份数量为 8,299,765 股，占公司总 股本的比例为 14.82%，解除限售的股东数量为 5 户，限售期为自公司首次公开 发行并上市起 12 个月； 3、本次限售股上市流通日为 2025 年 3 月 20 日（星期四）。 一、首次公开发行限售股份概况 经中国证券监督管理委员会《关于同意深圳市骏鼎达新材料股份有限公司首 次公开发行股票注册的批复》（证监许可〔2023〕1853 号）同意注册，并经深圳 证券交易所同意，公司首次向社会公开发行人民币普通股股票 10,000,000 股，公 司于 2024 年 3 月 20 日在深圳证券交易所创业板上市。首次公开发行股票完成后 公司总股本为 40,000,000 股 ...

深圳市骏鼎达新材料股份有限公司投资者关系活动记录表 编号：20241212 | --- | --- | --- | |-------------------------|----------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | □ 特定对象调研 | □ 分析师会议 | | | □ 媒体采访 | □业绩说明会 | | 投资者关系活动 | □ 新闻发布会 | □ 路演活动 | | 类别 | □ 现场参观 其他（参加" 活动） | 2024 年度深圳辖区上市公司集体接待日" | ...

446 国 旗 下 企 业 | --- | --- | --- | --- | --- | |---------------------------------------------------------------------------------------------------------------------------|------------------|-----------------------------|-----------------------------------|---------------------------------------| | 2024 年 08 月 21 日 \n骏鼎达（ 301538.SZ ） \n下游多领域需求景气叠加产能建设稳步推进，公司增长势能有望 \n延续 | 投资评级 | 电子 | 公司研究●证券研究报告 \n\| \n增持 | 公司快报 \n其他电子零组件Ⅲ \n-A(首次) | | 投资要点 | 股价 交易数据 | (2024-08-20) | | 72.51 元 | | 事件内容：8 月 19 日盘后，公司披露 2024 年中 ...

Investment Rating - The report assigns an "Outperform" rating to the company, with a target price range of 112.35-121.98 yuan for 2024, based on a PE multiple of 35-38x [6][8] Core Investment Thesis - The company is a leading domestic enterprise in high-molecular modified protective materials, with significant market potential in functional protective sleeves [3] - It has strong R&D capabilities, with 28 invention patents and 113 utility model patents as of 2023 [3] - The automotive sector is the primary application area, contributing 61.82% of revenue in 2023, with sales reaching 398 million yuan, a 30.21% YoY increase [5] - Revenue from new energy vehicle customers grew 44.61% YoY to 151 million yuan in 2023 [5] - The company is expanding internationally, with overseas revenue reaching 154 million yuan (23.98% of total revenue) and a higher gross margin of 52.73% compared to domestic operations [11] Financial Performance & Projections - Revenue grew from 467 million yuan in 2021 to 644 million yuan in 2023, with a 38.46% YoY increase in Q1 2024 [10] - Net profit is projected to grow from 140 million yuan in 2023 to 304 million yuan in 2026, with EPS increasing from 2.49 yuan to 5.44 yuan [6][12] - Gross margin is expected to improve from 43.4% in 2023 to 48.2% by 2026 [12] - ROE is forecasted to decline to 14.0% in 2024 but recover to 17.4% by 2026 [12] Market & Industry Context - China's automotive exports surged 57.9% YoY to 4.91 million units in 2023, contributing 55.7% to total domestic auto sales growth [5] - The company's products are widely used in automotive, construction machinery, rail transit, and communication electronics sectors [10] - Functional protective sleeves are priced at 1.98 yuan/meter, with production capacity utilization expected to grow at 90-92% annually from 2024-2026 [13] Valuation & Peer Comparison - The company's 2024E PE of 28.34x is below the peer average of 36x [25] - PB ratio is projected to decline from 3.97x in 2024 to 2.91x by 2026 [25] - EV/EBITDA is expected to improve from 17.96x in 2024 to 10.87x by 2026 [25] Strategic Initiatives - The company established a subsidiary in Mexico to target North and South American markets, focusing on automotive, construction machinery, and communication electronics sectors [11]

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