Sinoma Technology (002080.SZ): 2023 equity distribution, 10 installments, 5.6 yuan, share registration date May 30
Gelonghui, May 23, 丨 Sinoma Technology (002080.SZ) announced that the company's 2023 equity distribution plan is to distribute RMB 5.600,000 (tax included) to all shareholders for every 10 shares based on the company's current total share capital of 1,678,123,584 shares. The share registration date for this equity distribution is May 30, 2024, and the exclusive dividend date is May 31, 2024.
Sinoma Technology: The person in charge of the company's information disclosure affairs changed to Gao Ling
Sinoma Technology Co., Ltd. announced that the company's information disclosure manager was changed from Chen Zhibin to Gao Ling.
Huatai Securities: The profitability of glass fiber companies further bottomed out in 24Q1, and supply and demand are expected to continue to improve in Q2-Q3
The profitability of 24Q1 glass fiber companies further bottomed out, but as supply and demand improved in March and glass fiber companies collectively recovered prices, an inflection point in glass fiber prices appeared, and centralized procurement in the middle and downstream led to a marked decline in inventory for two consecutive months in March-April.
Sinoma Technology (002080): Glass fiber bottom established; blade synergy; continuous diaphragm cost reduction
Incident: The company announced its 2023 annual report. During the reporting period, revenue, net profit attributable to mother, and net profit after deducting non-return to mother were 258.89, 22.24, and 19.65 billion, respectively. After retroactive adjustments, the year-on-year ratio was +0.29%, -
Sinoma Technology (002080): Glass fiber profits bottomed out, wind power blades fluctuate quarterly
Description of the incident, the company released a quarterly report: In the first quarter of 2024, revenue was about 4.4 billion yuan, down 12% year on year, and net profit was about 220 million yuan, down 48% year on year. After deducting non-net profit of about 110 million yuan, down 700 million yuan year on year
Sinoma Technology (002080): Glass fiber business market share increases, lithium film business grows rapidly
Incident 1: Sinoma Technology released its 2023 annual report. In 2023, the company achieved revenue/net profit/net profit deducted to mother of 259/22/2 billion yuan respectively, +0.3%/-38%/-11% compared with the same period last year. 23Q
Sinoma Technology (002080): Q1 or the boom is relatively low, focusing on 24-year opportunities for resonance and improvement
The company achieved net profit of 216 million yuan in the first quarter, down 47.66% year on year. The company released its quarterly report for '24, and achieved revenue/net profit to mother of 4.430/ 216 million yuan in 24Q1, -12.16% year-on-year
Express News | Rural wind power is expected to open up a new trillion-level market industry: or three percent of the world with offshore wind power and land wind bases
Sinoma Technology (002080.SZ) announced first-quarter results, net profit of 216 million yuan, a decrease of 47.66%
Sinoma Technology (002080.SZ) released its report for the first quarter of 2024, achieving 44 operating income during the reporting period...
Sinoma Technology (002080): 24Q1 profits are under pressure, and the three major businesses are steadily improving
24Q1 revenue/net profit to mother ratio -12.2%/-47.7%, maintaining the “purchase” rating. 24Q1 The company achieved revenue/net profit attributable to mothers/net profit deducted from mother of 44.3/2.2/110 million yuan, year-on-year -12
Sinoma Technology (002080): The year-on-year decline in the price of glass fiber and lithium film in 24Q1 is optimistic that the price increase of glass fiber will release elasticity
Event: On April 25, 2024, the company released its report for the first quarter of 2024. In 24Q1, the company achieved revenue of about 4.430 billion yuan, -12.16% year-on-year, and net profit of about 216 million yuan to mother, the same
Guolian Securities: What are the investment opportunities contained in the recent price increase in glass fiber fundamentals?
From a short-term perspective, demand weighted sectors such as benefiting construction/wind power are seasonally driven, and demand is expected to continue to improve month-on-month in Q2. Glass fiber companies as a whole are in a relatively low profit and valuation range. It is recommended to focus on the prospects for improving fundamentals and the cost performance ratio of medium- to long-term allocation.
Sinoma Technology (002080.SZ): The lithium battery separator production line developed and manufactured by Sinoma Dasou has been used in Tengzhou and Nanjing bases
Gelonghui April 17 丨 Sinoma Technology (002080.SZ) held a performance briefing on April 16, 2024 to discuss “How is the company's self-developed diaphragm production equipment progressing? How long is it expected to be put into use?” The company replied that the lithium battery separator production lines developed and manufactured by the company's subsidiary Sinoma Dazhuang have been used at the Tengzhou and Nanjing bases, and the production line is operating at a good level.
Sinoma Technology (002080.SZ): The subsidiary Suzhou Company has a product layout of high-pressure hydrogen storage bottles for drones
Gelonghui, April 16 | Sinoma Technology (002080.SZ) said on the investor interactive platform that the hydrogen energy sector is a future-oriented strategic reserve industry that the company focuses on building in the field of new energy materials. The development trend of the industry is clear, and the company's subsidiary Suzhou Company has a product layout for high-pressure hydrogen storage bottles for drones. As a basic front-end material, the company's glass fiber has a wide range of downstream applications, such as automobiles, wind power, rail transit, electronics, aerospace, etc.; as the most diverse glass fiber company in the industry, Taishan glass fiber has long invested in new product layout and new technology development.
Guoxin Securities released a research report on April 15 stating that Sinoma Technology (002080.SZ) was given a buying rating. The main reasons for the rating include: 1) revenue increased slightly year-on-year, and profits were under pressure; 2) structu
Guoxin Securities released a research report on April 15 stating that Sinoma Technology (002080.SZ) was given a buying rating. The main reasons for the rating include: 1) revenue increased slightly year-on-year, and profits were under pressure; 2) structural upgrades, integration and optimization, and wind power blade profit restoration; 3) glass fiber sales bucked the trend, and the industry sentiment is expected to bottom out; 4) lithium film profits are stable, and the project layout is progressing at an accelerated pace. (Mainichi Keizai Shimbun)
Sinoma Technology (002080): Optimizing the structure, improving profits and profits are still under pressure year-on-year
Revenue increased slightly year over year, and profits were under pressure. In 2023, the company achieved revenue of 25.89 billion yuan, +0.3% year-on-year after adjustment, net profit attributable to mother of 2.22 billion yuan, adjusted year-on-year ratio of -37.8%, net profit not attributable to mother 19.6
Changjiang Securities: The inflection point is now actively recommending opportunities at the bottom of glass fiber
The bottom actively recommends the glass fiber sector. The inflection point of industry inventory has arrived, and elasticity lies in electronic cloth and emerging demand.
Deep*Company* Sinoma Technology (002080): Industry sentiment declines, the company's endogenous growth momentum is strong
The company released its 2023 annual report, with annual revenue of 25.89 billion yuan, an increase of 0.3%; net profit to mother of 2.22 billion yuan, a decrease of 37.8%; net profit not attributable to mother of 1.96 billion yuan, a decrease of 10.7%; EPS1.
BOC Securities released a research report on April 12 stating that it gave Sinoma Technology (002080.SZ) a buying rating. The main reasons for the rating include: 1) 2023Q4 supply and demand for glass fiber, blades, and lithium film continued to be weak,
BOC Securities released a research report on April 12 stating that it gave Sinoma Technology (002080.SZ) a buying rating. The main reasons for the rating include: 1) 2023Q4 supply and demand for glass fiber, blades, and lithium film continued to be weak, and profits declined year-on-year; 2) lithium film's contribution to performance increased significantly; 3) industry competition intensified, and leading companies had endogenous motivation. (Mainichi Keizai Shimbun)
Huatai Securities: The obvious cost advantage of leading companies in the downturn in the glass fiber industry, differences in product structure will become the key to profit
Huatai Securities released a research report saying that during the downturn in the glass fiber industry, leading companies have obvious cost advantages, and a new round of cold repair technology reform and intelligent manufacturing is expected to drive industry costs down further. At the same time, differences in product structure will become the key to profit. At the end of March '24, glass fiber companies collectively issued price increase letters. Industry prices began to rise. The effective supply increase in the Q2-Q3 industry is low and demand is expected to improve month-on-month. Inventory falls and prices may rise or be somewhat sustainable. The profit of glass fiber companies is expected to improve. The focus is on recommending leading companies with cost and product structure advantages, China Jushi (600176.SH) and Sinoma Technology (0020)
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