Anhui Strong State New Materials 强邦新材
One significant filing since 30 May 2026, on earnings pre-announcement (14 Jul 2026): 2026年半年度业绩预告. On 14 Jul 2026 the company said it expects net profit for the period ending 30 Jun 2026 to fall by 60.64% to 71.66% from the same period a year earlier.
自 30 May 2026 起有一份重大公告（earnings pre-announcement，14 Jul 2026）：2026年半年度业绩预告。14 Jul 2026 公司预告截至 30 Jun 2026 的净利润较上年同期下降 60.64% 至 71.66%。
Price History 价格走势
1 session 个交易日, Thu 24 Sep 2026 · Live one-minute prices · High 最高 ¥26.65 · Low 最低 ¥26.40 · −0.11% on the previous close of ¥26.43As of 25 Sep 2026 截至2026年9月25日
Anhui Strong State New Materials 强邦新材, listed on the Shenzhen Stock Exchange as 001279, operates in the packaging and printing industry and was listed on 11 Oct 2024. The company reported flat revenue in 2025 at RMB1.48bn, with attributable net profit falling to RMB53.5m from RMB82.3m in 2024, a decline of 35.0%. Profit quality improved, with operating cash flow per share at RMB2.45, far exceeding net profit. As of 30 Jun 2026, the company maintained a healthy balance sheet with a liabilities to assets ratio of 44.5% and a current ratio of 1.82. However, the first half of 2026 showed a sharp decline in profitability, with attributable net profit down 62.8% year-on-year. A pre-announcement confirmed a profit drop of over 50%, signaling ongoing earnings pressure. The share price fell 32.7% over one year.
强邦新材（001279）于2024年10月11日在深圳证券交易所上市，属于包装印刷行业。2025年营业收入为14.82亿元，与2024年的14.79亿元基本持平，但归母净利润从8,231.6万元下降至5,352.0万元，同比减少35.0%。扣非后净利润同比下降43.4%。每股经营现金流为2.45元，显著高于净利润，显示盈利质量改善。截至2026年6月30日，资产负债率为44.5%，流动比率为1.82，财务结构稳健。但2026年上半年归母净利润同比下降62.8%，业绩预告显示降幅在72%至61%之间，盈利压力持续。过去一年股价下跌32.7%。
| Flag 标记 | Risk 风险 | Mechanism 影响机制 |
|---|---|---|
| Pre-announced profit fall of more than 50% 预告净利润降幅超过50% | The company pre-announced a profit decline of more than 50%. 公司业绩预告显示归母净利润同比下降超50%。 | A sharp drop in net profit may weaken investor confidence and reduce valuation multiples. It could signal underlying operational or demand-side challenges. 净利润大幅下滑可能影响投资者信心。这可能反映经营或市场需求方面存在挑战。 |
- Attributable net profit for the period ending 30 Sep 2026 in the upcoming third-quarter report.
即将发布的截至2026年9月30日第三季度报告中的归母净利润。 - Operating cash flow per share for the first three quarters of 2026.
2026年前三季度每股经营现金流。 - Revenue growth in the first three quarters of 2026 compared to the same period in 2025.
2026年前三季度营业收入同比增长情况。 - Liabilities to assets ratio and current ratio as of 30 Sep 2026 in the third-quarter filing.
第三季度报告中截至2026年9月30日的资产负债率和流动比率。 - Any update on the actual controller or major shareholder's shareholding changes.
实际控制人或主要股东持股变动的最新情况。 - Next distribution announcement, including ex-date and amount per share.
下一次分红公告，包括除权除息日及每股金额。
- Company: Anhui Strong State New Materials 强邦新材, Shenzhen Stock Exchange 001279; industry Packaging and Printing; listed 11 Oct 2024.
公司：强邦新材，深圳证券交易所 001279；行业：包装印刷；上市日期：2024年10月11日。 - Close on 24 Sep 2026 RMB26.40; close on 24 Sep 2025 RMB39.45, RMB39.21 in today's terms; one-year change, adjusted for distributions and share changes -32.7%.
2026年9月24日收盘价26.40元；2025年9月24日收盘价39.45元（前复权39.21元）；一年涨跌幅（复权）-32.7%。 - 52-week range in today's terms, adjusted for distributions and share changes RMB23.02 to RMB39.62.
52周区间（前复权）23.02元至39.62元。 - In the last 12 months 1 trading days closed 9% or more above or below the day before (all days, not only this year). The 1 most recent of them: 23 Jun 2026 +10.0%.
近12个月共有1个交易日收盘涨跌幅达9%及以上（为全部交易日，不限于今年）。其中最近1个：2026年6月23日 +10.0%。 - Market capitalisation RMB4.22bn; P/E TTM 125.9; price to book 4.20x.
总市值42.24亿元；市盈率（TTM）125.9；市净率4.20倍。 - Revenue 2025 RMB1.48bn; 2024 RMB1.48bn; change +0.2%.
营业收入2025年14.82亿元；2024年14.79亿元；同比+0.2%。 - Attributable net profit 2025 RMB53.5m; 2024 RMB82.3m; change -35.0%.
归属于母公司股东的净利润2025年5,352.0万元；2024年8,231.6万元；同比-35.0%。 - Net profit excluding non-recurring items, 2025 change -43.4%.
2025年扣除非经常性损益后的净利润同比-43.4%。 - Basic EPS 2025 RMB0.33; 2024 RMB0.65.
基本每股收益2025年0.33元；2024年0.65元。 - Operating cash flow per share 2025 RMB2.45; 2024 RMB0.22; operating cash flow to net profit 7.47x.
每股经营现金流2025年2.45元；2024年0.22元；经营现金流与净利润之比7.47倍。 - 2025 gross margin 9.6%; net margin 3.5%; ROE 5.4%.
2025年毛利率9.6%；净利率3.5%；净资产收益率5.4%。 - At 30 Jun 2026: liabilities to assets 44.5%; current ratio 1.82; quick ratio 1.40; receivable days 53; inventory days 59.
截至2026年6月30日：资产负债率44.5%；流动比率1.82；速动比率1.40；应收账款周转天数53；存货周转天数59。 - Period to 30 Jun 2026 (six months, not comparable with the full years above): revenue RMB892.7m, change +28.0%; attributable net profit RMB11.8m, change -62.8%; operating cash flow per share -RMB0.41.
截至2026年6月30日的报告期（六个月，不可与上述全年数据直接比较）：营业收入8.93亿元，同比+28.0%；归母净利润1,180.1万元，同比-62.8%；每股经营现金流-0.41元。 - Pre-announcement of 14 Jul 2026 for the period to 30 Jun 2026: attributable net profit change -72% to -61%.
2026年7月14日发布的截至2026年6月30日业绩预告：归母净利润同比-72%至-61%。 - Ownership: actual controller 郭良春,郭俊成,郭俊毅,王玉兰; controlling shareholder 上海元邦企业管理合伙企业(有限合伙); largest holder at 30 Jun 2026: 上海元邦企业管理合伙企业(有限合伙), 38.81%.
股权：实际控制人：郭良春,郭俊成,郭俊毅,王玉兰；控股股东：上海元邦企业管理合伙企业(有限合伙)；2026年6月30日第一大股东：上海元邦企业管理合伙企业(有限合伙)，持股38.81%。 - Latest distribution: ex-date 4 Jun 2026, cash RMB0.12 per share.
最近一次分配：除权除息日2026年6月4日，每股现金0.12元。 - Aurelian Grade D, score 36.1 of 100, graded within a peer group of 47 companies in its industry; no rank among peers is given.
金源评级D，得分36.1（满分100），于行业同业47家中评定；未提供其在同业中的排名。 - Not held for this report: receivable ageing, litigation case amounts, the order book, the auditor's opinion and key audit matters, segment revenue.
本报告未掌握：应收账款账龄、诉讼案件金额、在手订单、审计意见及关键审计事项、分部收入。