Zhongfu Shenying (688295): In December, Carbon Fiber prices slightly declined, and profits in the fourth quarter may face further pressure.
In December 2024, the price of Carbon Fiber slightly declined, while the price of raw materials increased month-on-month. In December 2024 (as of December 27), the domestic Carbon Fiber market price experienced a narrow decline, with the average monthly price of mainstream models being 83.98 yuan per thousand.
Zhongfu Shenying (688295.SH): Chairman Zhang Guoliang resigns.
On December 27, Gelonghui reported that Zhongfu Shenying (688295.SH) announced that the Board of Directors recently received the resignation letter from Chairman Zhang Guoliang. Due to age reasons, Mr. Zhang Guoliang has applied to resign from his positions as Chairman of the Board, Director, member of the specialized committees under the Board of Directors, and legal representative of the company. After resigning from the above positions, Mr. Zhang Guoliang will still serve as the Chief Engineer and core technical personnel of the company, continuing to play a key role in the field of technological research and development.
Zhongfu Shenying (688295.SH): Completed the engineering preparation technology development for dry spray and wet spinning M55J and M60J high modulus products.
On December 25, Glonghui reported that Zhongfu Shenying (688295.SH) stated on the investor interaction platform that as of the third quarter report, the company's sales in the aerospace field remained relatively stable, and the company is continuously accelerating the expansion of applications in the aerospace field. Firstly, it is conducting verification of high-temperature toughened epoxy resin prepreg materials, becoming a supplier for the application evaluation of domestic materials for Big Planes; secondly, it has completed the engineering preparation technology development for dry spray wet spinning M55J and M60J high modulus products, and is carrying out application verification in Satellites and other structural components; thirdly, it is continuing to promote Carbon Fiber and its composites in EVTOL, low-altitude cargo Drones, and low-altitude manned flights.
China Aerospace Science & Industry Corporation (688295): Enhancing advantages in the high-end market and leading cost reduction efforts.
Introduction to this report: The company's production and sales pressure is beginning to ease, with prices stabilizing in the civilian industry, and the advantages of high-end products and cost reduction leading the industry. Investment highlights: Maintain a "shareholding" rating. The company's production and sales pressure is beginning to ease, with prices stabilizing in the civilian industry, high-end ...
Zhongfu Shenyin (688295): Carbon fiber patiently awaits the bottom reversal, low-altitude economy opens up growth space
Competition intensifies in the carbon fiber industry, with net income under pressure in 2024Q3, the company achieves revenue of 0.386 billion yuan, -0.166 billion yuan year-on-year, +0.103 billion yuan month-on-month; achieving a net income attributable to the parent of -0.33.
Zhongfu Shenying (688295): Price under pressure, urgently awaiting new demand to increase.
The company achieved revenue of 1.1 billion yuan in the first three quarters, a year-on-year decrease of 30%, with a net income attributable to -8.34 million yuan, a year-on-year decrease of 103%, and a non-GAAP net income decrease of 129%. Revenue reached 0.39 billion in the third quarter.
Express News | Zhongtai Securities: Downgraded the rating of Zhong Fu Shenying Carbon Fiber Co., Ltd. to shareholding.
Zhongfu Shenying (688295): External market weakness, persist in solidifying the internal.
Event: Zhongfu Shenyi released the 2024 third quarter report. The company achieved revenue of 1.119 billion yuan in the first three quarters, a year-on-year decrease of 30.46%, accumulated losses of 8.34 million yuan, compared to a profit of 0.293 billion yuan in the same period last year, including government subsidies.
Zhongfu Shenying (688295): Demand soft growth under pressure, multiple measures to enhance competitiveness.
Event: In the first three quarters of 2024, the company achieved revenue of 1.12 billion, -30.5% year-on-year, achieving a net income attributable to the parent company of -0.008 billion, non-net profit attributable to the parent company of -0.075 billion. Among them, Q3 achieved revenue of 3.9 billion in a single quarter.
Earnings Report: Zhongfu Shenying Carbon Fiber Co.,Ltd. Missed Revenue Estimates By 17%
Huatai Research Downgrades Zhongfu Shenying Carbon Fiber to Add From Buy; Price Target Is 26.19 Yuan
Zhongfu Shenying Carbon Fiber's Q3 Loss Narrows as Operating Income Falls 30%
Chinfon Unican Energy (688295): Profit continues to bottom out, waiting for the supply and demand situation to change quietly.
China National Pharmaceutical Group Corporation's Shenyang Eagle released its third quarterly report: In Q3, it achieved revenue of 0.386 billion yuan (YoY -30.09%, QoQ +36.16%), net profit attributable to parent company -33.3122 million yuan (YoY -146.16%, QoQ -)
Zhongfu Condor Carbon Fiber Co., Ltd. Report for the Third Quarter of 2024
Zhongfu Shenyin (688295.SH) released its performance for the first three quarters, with a net loss of 8.3388 million yuan.
Zhongfu Shenying (688295.SH) released the third quarter report for the first three quarters of 2024, during the reporting period the company achieved revenue...
Zhongfu Shenying (688295.SH): Carbon fiber products have been widely used in the field of medical instruments.
Gelonghui September 10th | Zhongfu Shenying (688295.SH) stated on the investor interaction platform that the company's carbon fiber products have been widely used in the field of medical instruments. At the same time, the company has long been focusing on applications in this field and will continue to promote customer development and product application development in the field of medical instruments.
Zhongfu Shenying (688295.SH): High-performance carbon fiber materials are currently being tested and evaluated by domestic well-known flying car (aircraft) research and production units such as Xiaopeng and Ehang.
Gelonghui, September 10th | Zhongfu Shenying (688295.SH) stated on the investor interaction platform that the company's high-performance carbon fiber materials are currently being tested and evaluated in cooperation with domestic renowned flying car (aircraft) research and production units such as Xiaopeng and Ehang, and the progress is smooth. However, specific information cannot be shared at the moment due to signing confidentiality agreements with related customers for project collaboration.
Express News | Zhongfu Shenyang: is committed to improving market share in the electronic 3C field.
Zhongfu Shenyang: The industry is in a state of supply and demand imbalance. Carbon fiber products have been applied in the field of industrial robots. | Directly hit the earnings conference
① Zhang Guoliang said that from the current situation, the entire carbon fiber industry is still in a phase of supply and demand imbalance, and the price range of products is also in bottom-shaking operation; ② The company's independent director, Yang Pingbo, added that the company's foreign market revenue in the first half of 2024 was 44.7682 million yuan, a year-on-year growth of over 15%.
Zhongfu Shenying (688295): The company's performance is affected by the downturn in the industry, and cultivating internal strength lays the foundation for long-term development.
Event: China General Nuclear Falcon released the 2024 interim report. The company achieved a revenue of 0.732 billion yuan in the first half of the year, a year-on-year decrease of 30.65%, and achieved a net income attributable to the parent company of 24.97 million yuan, a year-on-year decrease of 88.7%, and this period's government subsidies and other non-operating income amounted to
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