002254 Tayho Advanced Materials Group
- 10.60
- -0.40-3.64%
Tayho Advanced Materials Group News
Taihe New Materials (002254): The aramid business is growing steadily, and spandex profits are under pressure
24Q1 earnings are under pressure. The company recently released reports for the first quarter of 2023 and 2024. In 2023, it achieved revenue of 3,925 million yuan, +4.67% year-on-year, and net profit to mother of 333 million yuan, year-on-year-
Taihe Xincai (002254) Comment: Spandex losses drag down performance, aramid volume increases and prices fall, pending the completion and commissioning of large-scale production lines for aramid coated diaphragms
The company released its 2023 annual report, and the results were in line with expectations. In 2023, the company achieved operating income of 3,925 million yuan (yoy +4.7%), and net profit to mother was 333 million yuan (yoy -23.6%), after deducting non-payment
Taihe New Materials (002254): The drop in spandex prices is dragging down performance, and the industrialization of aramid coating is imminent
Incident Overview The company released the 2023 annual report and the first quarter report of 2024. In 2023, the company achieved operating income of 3,925 million yuan, an increase of 4.67% over the previous year; realized net profit to mother of 333 million yuan, a year-on-year decrease of 23.5 million yuan
Taihe New Materials (002254): 1Q24 profit pressure accelerates development of aramid coating business
The 2023 results were basically in line with market expectations. 1Q24 fell short of market expectations. The company announced 2023 results: revenue of 3,925 million yuan, +4.7% year over year; net profit to mother of 333 million yuan, -23.6% year on year
Taihe New Materials (002254): Spandex drives performance and aramid coated diaphragms drive growth
Incident The company released the 2023 annual report and the 2024 quarterly report. In 2023, the company achieved operating income of 3,925 million yuan, an increase of 4.67% over the previous year; net profit to mother was 333 million yuan, a year-on-year decrease
Express News | Taihe New Materials and Xingyuan Material joined forces to release aramid series diaphragm products
Express News | Pension appeared as the top ten tradable shareholders with 166 individual shares in the first quarter
Taihe New Materials (002254.SZ): Net profit of 333 million yuan for the first quarter and plans to distribute 3 yuan
On April 28, Ge Longhui (002254.SZ) announced its report for the first quarter of 2024, with operating income of 3,925 million yuan, up 4.67% year on year; net profit attributable to shareholders of listed companies was 333 million yuan, down 23.59% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 235 million yuan, down 25.79% year on year; basic income per share was 0.39 yuan; it plans to distribute a cash dividend of 3 yuan (tax included) for every 10 shares to all shareholders.
Taihe New Materials (002254): Spandex price pressure is dragging down performance incremental business to create a new profit growth pole
Incident: The company released its 2023 annual report and 2024 quarterly report. In 2023, it achieved revenue of 3,925 billion yuan, a year-on-year increase of 4.67%, and net profit to mother of 333 million yuan, a year-on-year decrease of 23.59%.
Taihe New Materials (002254.SZ): As of April 19, 2024, there were more than 39,000 accounts holding the company's shares
On April 23, GLONGHUI | Taixin Materials (002254.SZ) said on the investor interactive platform that as of April 19, 2024, there were more than 39,000 accounts holding the company's shares.
Express News | Xingyuan Materials, Taihe New Materials and others set up battery material technology companies
Express News | Taihe New Materials: Hydrogen diaphragms are progressing smoothly and are currently in the pilot phase
Taihe New Materials (002254.SZ): 0.775% of shares have been repurchased cumulatively
Gelonghui, April 1 | Taihe New Materials (002254.SZ) announced that as of March 31, 2024, the company had repurchased a total of 6,696,626 shares through centralized bidding transactions, accounting for 0.775% of the company's current total share capital of 863,794,983 shares; the highest transaction price was 14.80 yuan/share, the minimum transaction price was 9.21 yuan/share, and the total amount paid was 78.84 million yuan (excluding transaction fees).
Kaisheng New Materials (301069.SZ): It has established good cooperative relationships with high-quality downstream customers such as DuPont of the United States, Teijin of Japan, Colon Korea, Taihe New Materials, and Sinochem Hi-Fiber
Gelonghui March 25 丨 Kaisheng New Materials (301069.SZ) held a performance briefing on March 25, 2024 to discuss “What are the company's major customers?” The company replied that the company has established good cooperative relationships with high-quality downstream customers such as DuPont of the United States, Teijin of Japan, Colon Korea, Taihe New Materials, and Sinochem Hi-Fiber. For other customer situations, please refer to the regular reports disclosed by the company.
Taihe New Materials (002254.SZ): The domestic market share of the company's aramid is about 50-60%
Gelonghui March 25 | Taihe New Materials (002254.SZ) said on the investor interactive platform that according to information obtained by the company, the domestic market share of the company's aramid is about 50-60%.
Taihe New Materials (002254.SZ): Aramid paper series products can be used to make aircraft radars and sub-stress components
Gelonghui, March 21丨An investor asked Taitai New Materials (002254.SZ) on the investor interactive platform, “Are the company's high-performance fiber products such as spandex and aramid supplied to flying car projects or conventional low-altitude aircraft? What components are provided with high-performance fiber products such as spandex and aramid?” The company replied that the company's aramid paper series products can be used to make aircraft radars and sub-stress components.
Taihe New Materials (002254.SZ): The company's products are used in aircraft
Gelonghui March 15 | Taihe New Materials (002254.SZ) said on the investor interactive platform that the company's products are used in aircraft.
Taihe New Materials (002254.SZ): Using aramid coated diaphragms to improve its safety performance, the estimated cost increase per vehicle is around 100 yuan
Gelonghui March 4 | Taihe Xincai (002254.SZ) said on the investor interactive platform that if electric bicycles use lithium-ion batteries, their safety performance can be improved by aramid coated diaphragms, and the estimated cost increase for each vehicle is about 100 yuan.
Taihe New Materials (002254.SZ) has spent 71.68 million yuan to buy back 6.0826 million shares
Taihe New Materials (002254.SZ) issued an announcement. As of February 29, 2024, the company passed centralized bidding...
Taihe New Materials (002254): Aramid and spandex double material leading new business opens up space
Key investment points: First coverage gives a “gain” rating: The company is a domestic leader in aramid and spandex, and is currently growing from a traditional main business to a new material platform company. We expect the company's 2023-2025 EPS to be 0.43/0.
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