Steel Research Gaona (300034): Superalloy, long slope, thick snow, and resonance in production and research have great potential
Key investment points: Technical strength creates high barriers and continues to consolidate leading advantages. The company is currently one of the enterprises with the most advanced technical level and the most complete production range in the field of superalloys in China, and many product segments occupy a dominant position in the market. The company has key points
Steel Research Gaona (300034.SZ): The main products of the company and its subsidiaries, high temperature alloys, aluminum alloys, magnesium alloys and titanium alloys are key materials for manufacturing core components for aerospace engines
Gelonghui, May 7, 丨 Steel Research Gaona (300034.SZ) said on the investor interactive platform that the company and its subsidiaries' main products, high temperature alloys, aluminum alloys, magnesium alloys and titanium alloys, are key materials for manufacturing core components for aerospace engines, and are also core materials for large-scale power generation equipment, such as industrial gas turbines, helium turbines, flue gas turbines, and thermal power generators. The subsidiary Qingdao Xinlitong mainly produces cracking furnace tubes and conversion furnace tubes, continuous annealing lines (continuous galvanizing lines) furnace rollers and radiation tubes, glass conveyor rollers, and high temperature and wear-resistant castings used in the petrochemical, metallurgical, glass, heat treatment and other industries
Steel Research & Development Co., Ltd. (300034): Overseas business grew rapidly, and domestic business achieved results “from blank to piece”
Event: The company announced on April 23 that 2023 revenue ($3.408 billion, +18.37%), net profit to mother (319 million yuan, -5.17%), net profit not attributable to mother ($308 million, +9.83%)
Steel Research & Development Co., Ltd. (300034): Downstream shipping continues to flourish, overseas business performance is outstanding
Core view: Event: The company announces the 2023 Annual Report and the 2024 First Quarter Report. In 2023, revenue, net profit attributable to mother, and net profit excluding non-return to mother were $3.408, 319, and 308 million respectively
Steel Research Gaona (300034): Xinlitong's performance exceeded expectations, and the company's profitability reached a new high in three years
Guide to this report: 24Q1 revenue +28.61%, net profit to mother +57.74%, contract debt +113.38%, steady growth in downstream demand for aerospace engines, benefiting from the supply gap caused by overseas superalloy shortages
Steel Research Gaona (300034): The deep layout of the core standard for superalloys is waiting to blossom
Incident: The company released its 2023 annual report. In 2023, the company achieved revenue of 3.41 billion yuan, +18.4% year on year, net profit to mother of 320 million yuan, -5.2% year on year, net profit not attributable to mother of 310 million yuan, same as
Steel Research Gaona (300034): Xinlitong's growth exceeds expectations, and the superalloy leader has broad space
Guide to this report: The company's 2023 revenue +18.37%, net profit to mother -5.17%, contract debt +126.51%. Downstream demand for aerospace engines grew steadily, driven by exports, and the subsidiary Xinlitong grew more than
Dongwu Securities released a research report on April 25 stating that it gave Steel Research Gaona (300034.SZ) a purchase rating. The main reasons for the rating include: 1) China's aerospace industry is developing rapidly, and the upstream industry is fa
Dongwu Securities released a research report on April 25 stating that it gave Steel Research Gaona (300034.SZ) a purchase rating. The main reasons for the rating include: 1) China's aerospace industry is developing rapidly, and the upstream industry is facing historic opportunities; 2) the company has passed the certification center review and established a good brand image; 3) aviation equipment deliveries have exceeded expectations, and demand in the superalloy field is strong. (Mainichi Keizai Shimbun)
China Post Securities released a research report on April 25 stating that it gave Steel Research Gaona (300034.SZ) a purchase rating. The main reasons for the rating include: 1) the aerospace business base is stable and revenue has maintained rapid growth
China Post Securities released a research report on April 25 stating that it gave Steel Research Gaona (300034.SZ) a purchase rating. The main reasons for the rating include: 1) the aerospace business base is stable and revenue has maintained rapid growth; 2) the petrochemical products market expansion and the company's business development have achieved remarkable results; 3) promoting the company's transformation and broad room for growth. (Mainichi Keizai Shimbun)
Minsheng Securities released a research report on April 23 stating that it gave Steel Research Gaona (300034.SZ) a recommended rating. The main reasons for the rating include: 1) net profit from 1Q24 surged 58%; gross margin increased sequentially for two
Minsheng Securities released a research report on April 23 stating that it gave Steel Research Gaona (300034.SZ) a recommended rating. The main reasons for the rating include: 1) net profit from 1Q24 surged 58%; gross margin increased sequentially for two consecutive quarters; 2) Foundry alloy products grew rapidly in 23 years; Xinlitong's revenue and profitability increased rapidly; 3) actively preparing production to meet strong demand. (Mainichi Keizai Shimbun)
Steel Research Gaona (300034): First-quarter results increased 58% year-on-year, with remarkable business development results
Incident: On April 23, Steel Research Institute Gaona released its 2023 annual report and 2024 quarterly report. In 2023, the company achieved revenue of 3.408 billion yuan, an increase of 18% over the previous year, and achieved net profit of 319 million yuan to mother, compared with the same period last year
Steel Research Gaona (300034): Rapid growth in civilian products business, temporary correction of new alloys
Event: 2023 Report: In 2023, the company achieved operating income of 3.408 billion yuan, an increase of 18.37%; net profit attributable to shareholders of listed companies of 319 million yuan; a year-on-year decrease of 5.17%, not returned to mother
Steel Research Gaona (300034.SZ): Net profit of 319 million yuan in 2023 fell 5.17% year on year
Gelonghui, April 22丨Steel Research Gaona (300034.SZ) released its 2023 annual report. Operating revenue was 3.4 billion yuan, up 18.37% year on year, net profit of 319 million yuan, down 5.17% year on year, after deducting non-net profit of 308 million yuan, up 9.83% year on year, with basic earnings of 0.4152 yuan per share. A cash dividend of 1.24 yuan is distributed to all shareholders for every 10 shares.
Steel Research Gaona (300034): A successful start in 24Q1, and the development of the long track can be expected
The profit forecast was lowered, and Steel Research and Gaona released an annual report, achieving revenue of 3.408 billion yuan (yoy +18.37%) and net profit of 319 million yuan (yoy -5.17%) in 2023. incorporation
High temperature alloys, aluminum alloys, magnesium alloys, and titanium alloys, which are the main products of Kohna Steel (300034.SZ) and its subsidiaries, are key materials for manufacturing core components for aerospace engines
Gelonghui, April 17 | Steel Research Gaona (300034.SZ) said on the investor interactive platform that the company and its subsidiaries' main products, high temperature alloys, aluminum alloys, magnesium alloys and titanium alloys, are key materials for manufacturing core components for aerospace engines, and are also core materials for large-scale power generation equipment, such as industrial gas turbines, helium turbines, flue gas turbines, and thermal power generators. The subsidiary Qingdao Xinlitong mainly produces cracking furnace tubes and conversion furnace tubes, continuous annealing lines (continuous galvanizing lines), furnace rollers and radiation tubes, glass conveyor rollers, and high temperature and wear-resistant castings used in the petrochemical, metallurgical, glass, heat treatment and other industries
Steel Research & Development Co., Ltd. (300034.SZ): The target customers of the product are also mainly aerospace engine equipment manufacturers and large power generation equipment enterprise groups
Gelonghui, April 17, 丨 Steel Research Gaona (300034.SZ) said on the investor interactive platform that the company's products are positioned in the field of high-end and new superalloys. The target customers are also mainly aerospace engine equipment manufacturers and large power generation equipment enterprise groups. It also sells hot-end components for use in high temperature environments to companies in the fields of metallurgy, chemicals, glass manufacturing, etc.
Express News | Fushun Special Steel and Sichuan Gaona sign strategic cooperation agreement
Steel Research Gaona (300034.SZ) will list and circulate 259.31,900 restricted shares on April 1
Steel Research & Development Co., Ltd. (300034.SZ) announced that a total of 1 shareholder of the company applied to lift the sales restrictions. The sales restrictions were lifted...
Steel Research & Development Co., Ltd. (300034.SZ): Higher raw material prices lead to an increase in manufacturing costs, leading to a risk of a decline in gross margin
Gelonghui, Feb. 22丨Steel Research Gaona (300034.SZ) said on the investor interactive platform that the raw materials currently used in the company's products are mainly non-ferrous metals such as nickel, chromium, cobalt, etc., and prices fluctuate greatly, which affects the cost of the company's main raw materials. Higher raw material prices lead to higher manufacturing costs, leading to a risk of falling gross margins.
Northeast Securities: Rapid growth in military and civilian demand, focus on high quality superalloy tracks
Superalloys are important advanced metal materials.
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