300990 Sanhe Tongfei Refrigeration
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Sanhe Tongfei Refrigeration News
Tongfei Co., Ltd. (300990): Multiple industries are poised to take off
Investment highlights Domestic industrial temperature control equipment leaders, layout energy storage temperature control to create the second largest growth pole. The company is a leading domestic industrial temperature control equipment leader. It has formed four major product lines: liquid thermostatic equipment, electric box thermostat devices, pure water cooling units, and special heat exchangers. 2
Express News | Tongfei Co., Ltd.: 2023 profit distribution of 10 pairs of 5 yuan Equity registration date May 15
Tongfei Co., Ltd. (300990.SZ) plans to pay 5 yuan for 10 shares to be deducted from interest on May 16
Tongfei Co., Ltd. (300990.SZ) announced that the company's 2023 equity distribution plan: every 10...
Tongfei Co., Ltd. (300990.SZ): 2023 profit distribution of 10 pairs of 5 yuan Equity registration date May 15
On May 8, Ge Longhui Co., Ltd. (300990.SZ) announced that the company's profit distribution plan for 2023 is to distribute RMB 5.00 in cash (including tax) to all shareholders for every 10 shares based on the company's current total share capital of 168,480,000 shares. The share registration date for this equity distribution is May 15, 2024, and the ex-dividend date is May 16, 2024.
Tianfeng Securities released a research report on April 26 stating that it gave Tongfei Co., Ltd. (300990.SZ) a purchase rating. The main reasons for the rating include: 1) achieving high growth in 23, with 24Q1 layout affecting profit growth; 2) business
Tianfeng Securities released a research report on April 26 stating that it gave Tongfei Co., Ltd. (300990.SZ) a purchase rating. The main reasons for the rating include: 1) achieving high growth in 23, with 24Q1 layout affecting profit growth; 2) business spin-off in 23; 3) steady expansion of various segments (energy storage, semiconductors, hydrogen energy, etc.) in 23, opening up new opportunities. (Mainichi Keizai Shimbun)
Tongfei Co., Ltd. (300990): Steady development of traditional business, energy storage and semiconductor temperature control continue to gain strength
High growth was achieved in 23 years. The 24Q1 layout affected the profit growth rate of new product development and equity incentives. Total revenue in 23 years was 1,845 billion yuan, YOY +83.13%; net profit to mother was 182 million yuan, YO
Tongfei Co., Ltd. (300990): Cost implications are limited, energy storage temperature control remains high
Guide to this report: Due to cost forecasting, 2024Q1 performance is under pressure in the short term. Considering that the energy storage temperature control business will continue to benefit from the high downstream boom, superimposed IDC liquid cooling temperature control will begin to be rolled out in 2024, which will have limited impact on the annual performance
The lithography machine sector fluctuated and weakened. Xinlai Applied Materials fell more than 3%, China Porcelain Electronics fell more than 2%, and Tongfei Co., Ltd., Taijing Technology, United Optoelectronics, and Jinghua Laser followed suit.
The lithography machine sector fluctuated and weakened. Xinlai Applied Materials fell more than 3%, China Porcelain Electronics fell more than 2%, and Tongfei Co., Ltd., Taijing Technology, United Optoelectronics, and Jinghua Laser followed suit.
Tongfei Co., Ltd. (300990): Cost increases, short-term performance is expected to increase under pressure, energy storage and CNC control are expected to increase
Incident: The company released its 2023 annual report and 2024 quarterly report. In 2023, it achieved operating income of 1,845 million yuan, +83.13% year over year; realized net profit of 182 million yuan, +42.69 million yuan year on year
Guolian Securities released a research report on April 18 stating that it gave Tongfei Co., Ltd. (300990.SZ) a purchase rating, and the target price was 42.25 yuan. The main reasons for the rating include: 1) a sharp increase in cost rates in 23 years, pu
Guolian Securities released a research report on April 18 stating that it gave Tongfei Co., Ltd. (300990.SZ) a purchase rating, and the target price was 42.25 yuan. The main reasons for the rating include: 1) a sharp increase in cost rates in 23 years, putting pressure on the company's short-term performance; 2) a sharp increase in energy storage revenue and continued development in emerging fields; 3) large-scale equipment updates are expected to drive up the company's CNC equipment temperature control revenue. (Mainichi Keizai Shimbun)
Tongfei Co., Ltd. (300990.SZ): Liquid thermostatic equipment is mainly used in the field of CNC equipment for temperature control of key functional components such as spindles, motors, hydraulic stations, and gearboxes of CNC machine tools
Gelonghui, April 17丨Tongfei Co., Ltd. (300990.SZ) was surveyed by a specific target on April 17, 2024, on “Application scenarios of the company's products in the field of CNC equipment?” The company replied that in the field of CNC equipment, the company's liquid thermostatic equipment is mainly used for temperature control of key functional components such as CNC machine tool spindles, motors, hydraulic stations, and gear boxes; it is also widely used in temperature control of laser generators (including fiber lasers, carbon dioxide lasers, semiconductor lasers, etc.), cutting heads, and optical components of laser equipment; electrical box thermostats are mainly used in electrical boxes of CNC equipment,
The lithography machine sector initially fluctuated and strengthened. Jinghua Laser rose more than 5%, Guolin Technology, Lan Ying Equipment, and Tongfei Co., Ltd. rose more than 4%, and Wavelength Optoelectronics, Fuller, and Kamei Special Gas followed s
The lithography machine sector initially fluctuated and strengthened. Jinghua Laser rose more than 5%, Guolin Technology, Lan Ying Equipment, and Tongfei Co., Ltd. rose more than 4%, and Wavelength Optoelectronics, Fuller, and Kamei Special Gas followed suit.
Express News | Tongfei Co., Ltd.: The company's first quarter revenue was mainly affected by order delivery time, production and operation conditions were normal
Changes in A-shares | Tongfei shares plummeted 16%, net profit in the first quarter fell 82% year on year
Gelonghui April 16 | Tongfei Co., Ltd. (300990.SZ) fell sharply by 16% to 21.6 yuan, with a total market value of 4.66 billion yuan. According to the news, the company's revenue for the first quarter was 274 million yuan, up 0.57% year on year; net profit to mother was 5.14 million yuan, down 81.88% year on year, achieving net cash flow from operating activities of -88 million yuan, which continued to deteriorate year on year. Furthermore, the balance ratio was 16.47%, up 4.64 percentage points from the previous year.
Tongfei Co., Ltd. (300990.SZ) announced first-quarter results, net profit of 5.138 million yuan, a decrease of 81.88%
Tongfei Co., Ltd. (300990.SZ) released its report for the first quarter of 2024. The company's revenue was 274 million yuan, an increase of 0.57% over the previous year. Net profit attributable to shareholders of listed companies was 5.138 million yuan, a year-on-year decrease of 81.88%. Net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was RMB 3.733,500, a year-on-year decrease of 83.46%. Basic earnings per share were $0.03.
Tongfei Co., Ltd. (300990.SZ): Net profit for 2023 increased by 42.69% to 182 million yuan, and plans to pay 10 to 5 yuan
On April 15, Ge Longhui Co., Ltd. (300990.SZ) announced its 2023 annual report. In 2023, the company achieved operating income of 1,845 billion yuan, an increase of 83.13%; net profit attributable to shareholders of listed companies was 182 million yuan, up 42.69% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 169.6 million yuan, an increase of 60.86% year on year; basic income per share was 1.08 yuan; it plans to distribute a cash dividend of 5.00 yuan (tax included) to all shareholders for every 10 shares.
Huajin Securities: AI computing power increases, liquid cooling is just needed, and the era of liquid cooling is coming at an accelerated pace
Huajin Securities released a research report saying that under the strong demand for computational power in large model training and inference, the power density of GPU servers will increase dramatically, putting higher demands on cooling equipment and technology in data centers.
Guosheng Securities: AIGC increases new demand for liquid cooling to become an important segment of computing power
Guosheng Securities released a research report saying that the market has underestimated the importance of liquid cooling and cooling in AI computing power. In the Nvidia B100 era, air cooling will gradually approach the limit, and the liquid cooling era will begin.
Galaxy Securities: Nvidia B100 is about to be released, liquid cooling technology is trending
Nvidia is expected to launch the B100 GPU at this conference, which will use liquid cooling technology.
Express News | Galaxy Securities: Focus on companies providing liquid cooling solutions for data centers
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