603659 璞泰来
已收盘 04-19 15:00:00
资讯
新帖
简况
璞泰来获中银证券增持评级，平台化战略优势显现，新产品研发持续推进
金融界 · 17:32
璞泰来获中银证券增持评级，平台化战略优势显现，新产品研发持续推进
璞泰来04月19日遭主力抛售3517万元 环比增加224.75%
自选股智能写手 · 15:19
璞泰来04月19日遭主力抛售3517万元 环比增加224.75%
北向资金4月18日净卖出璞泰来125.50万股 连续3日减持
自选股智能写手 · 09:30
北向资金4月18日净卖出璞泰来125.50万股 连续3日减持
璞泰来获北向资金卖出2380.85万元，累计持股1.14亿股
金融界 · 08:34
璞泰来获北向资金卖出2380.85万元，累计持股1.14亿股
璞泰来(603659)23年受减值影响大，24Q1业绩符合预期
中泰证券 · 04-18 16:16
璞泰来(603659)23年受减值影响大，24Q1业绩符合预期
璞泰来获中泰证券增持评级，23年受减值影响大
金融界 · 04-18 15:03
璞泰来获中泰证券增持评级，23年受减值影响大
璞泰来4月17日遭北向资金减持353.80万股
自选股智能写手 · 04-18 09:30
璞泰来4月17日遭北向资金减持353.80万股
璞泰来获融资买入0.38亿元，近三日累计买入1.01亿元
金融界 · 04-18 08:24
璞泰来获融资买入0.38亿元，近三日累计买入1.01亿元
璞泰来回应负极材料价格上涨 业务预计逐季向好
证券时报·e公司 · 04-17 22:17
璞泰来回应负极材料价格上涨 业务预计逐季向好
璞泰来：2023年负极材料高价库存消纳较慢，存货减值风险已基本完成消纳，盈利能力有望持续改善
金融界 · 04-17 17:15
璞泰来：2023年负极材料高价库存消纳较慢，存货减值风险已基本完成消纳，盈利能力有望持续改善
璞泰来：4月15日接受机构调研，财通证券、博恩资产等多家机构参与
证券之星 · 04-17 17:14
璞泰来：4月15日接受机构调研，财通证券、博恩资产等多家机构参与
璞泰来(603659)：负极业务有望否极泰来 膜业务板块逐步壮大
中邮证券有限责... · 04-17 09:57
璞泰来(603659)：负极业务有望否极泰来 膜业务板块逐步壮大
中邮证券给予璞泰来增持评级 负极业务有望否极泰来 膜业务板块逐步壮大
每日经济新闻 · 04-17 09:03
中邮证券给予璞泰来增持评级 负极业务有望否极泰来 膜业务板块逐步壮大
如何看待高ROE绩优股投资价值？
易方达基金 · 04-17 07:43
如何看待高ROE绩优股投资价值？
璞泰来04月16日遭主力抛售3136万元 环比增加187.18%
自选股智能写手 · 04-16
璞泰来04月16日遭主力抛售3136万元 环比增加187.18%
璞泰来(603659)盈利能力暂时承压，多业并举稳健发展
兴业证券 · 04-16
璞泰来(603659)盈利能力暂时承压，多业并举稳健发展
璞泰来大跌5.06% 2024年一季度净利润同比下降36.64%
智选洞察 · 04-16
璞泰来大跌5.06% 2024年一季度净利润同比下降36.64%
璞泰来4月15日获北向资金加仓303.41万股
自选股智能写手 · 04-16
璞泰来4月15日获北向资金加仓303.41万股
国海证券给予璞泰来买入评级，负极业务盈利见底2024Q2有望修复；其他业务稳步推进多点开花报点评
每日经济新闻 · 04-15
国海证券给予璞泰来买入评级，负极业务盈利见底2024Q2有望修复；其他业务稳步推进多点开花报点评
璞泰来：公司计提资产减值准备
智通财经 · 04-15
璞泰来：公司计提资产减值准备
加载更多
公司概况
公司名称：
上海璞泰来新能源科技股份有限公司
所属行业：
电气机械和器材制造业
上市日期：
2017-11-03
主营业务：
上海璞泰来新能源科技股份有限公司主营业务为新能源电池的负极材料及石墨化加工、隔膜及涂覆加工、自动化装备、PVDF及粘结剂、铝塑包装膜及光学膜、纳米氧化铝及勃姆石的研发、生产和销售。公司主要产品及服务为负极材料、石墨化、锂电设备（含内部销售）、隔膜及涂覆加工、PVDF、铝塑膜、产业投资贸易管理及其他。
发行价格：
16.53
{"stockData":{"symbol":"603659","market":"SH","secType":"STK","nameCN":"璞泰来","latestPrice":18.36,"timestamp":1713510000000,"preClose":19,"halted":0,"volume":15383462,"delay":0,"floatShares":2014999999,"shares":2138000000,"eps":0.7739,"marketStatus":"已收盘","marketStatusCode":5,"change":-0.64,"latestTime":"04-19 15:00:00","open":18.8,"high":18.84,"low":18.07,"amount":282000000,"amplitude":0.0405,"askPrice":18.37,"askSize":348,"bidPrice":18.36,"bidSize":38,"shortable":0,"etf":0,"ttmEps":0.7739,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1713749400000},"adr":0,"adjPreClose":19,"symbolType":"stock","openAndCloseTimeList":[[1713490200000,1713497400000],[1713502800000,1713510000000]],"highLimit":20.9,"lowLimit":17.1,"ibTradeSell":false,"ibTradeBuySell":true,"totalEquity":2137973428,"pbRate":2.15,"roa":"--","roe":"2.47%","epsLYR":0.95,"committee":-0.074946,"marketValue":39253000000,"floatMarketCap":36988000000,"peRate":23.723996,"changeRate":-0.0337,"turnoverRate":0.0076,"status":1},"requestUrl":"/m/hq/s/603659","defaultTab":"news","newsList":[{"id":"2428636320","title":"璞泰来获中银证券增持评级，平台化战略优势显现，新产品研发持续推进","url":"https://stock-news.laohu8.com/highlight/detail?id=2428636320","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2428636320?lang=zh_cn&edition=full","pubTime":"2024-04-19 17:32","pubTimestamp":1713519161,"startTime":"0","endTime":"0","summary":"4月19日，璞泰来获中银证券增持评级，近一个月璞泰来获得8份研报关注。研报认为，公司平台协同和一体化优势不断巩固，新产品开发持续推进。2023年公司负极出货15.53万吨，同比增长11.35%；实现营收66.11亿元，同比下降16.01%；毛利率同比下降14.49个百分点至14.99%。23年末公司负极高价库存整体消耗完毕，降本增效措施在24年有望逐步显现成效；此外，公司采用非石化类原料的创新和高压快充负极产品在24年有望放量，带动盈利修复。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404191735208b3a7d4b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404191735208b3a7d4b&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2428687545","title":"璞泰来04月19日遭主力抛售3517万元 环比增加224.75%","url":"https://stock-news.laohu8.com/highlight/detail?id=2428687545","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2428687545?lang=zh_cn&edition=full","pubTime":"2024-04-19 15:19","pubTimestamp":1713511140,"startTime":"0","endTime":"0","summary":"04月19日, 璞泰来股价跌3.37%，报收18.36元，成交金额2.82亿元，换手率0.76%，振幅4.05%，量比0.69。璞泰来今日主力资金净流出3517万元，上一交易日主力净流出1083万元，今日环比增加224.75%。该股近5个交易日下跌8.20%，主力资金累计净流出9090万元，其中2个交易日为股价上涨时净流出；近20日主力资金累计净流出5217万元，其中净流出天数为13日。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024041915324187947d4d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024041915324187947d4d&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2428957608","title":"北向资金4月18日净卖出璞泰来125.50万股 连续3日减持","url":"https://stock-news.laohu8.com/highlight/detail?id=2428957608","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2428957608?lang=zh_cn&edition=full","pubTime":"2024-04-19 09:30","pubTimestamp":1713490231,"startTime":"0","endTime":"0","summary":"4月18日，北向资金减持璞泰来125.50万股连续3日减持。截止当日收盘，沪股通共持有璞泰来11404.41万股，占流通股5.66%。沪股通减持金额前五个股分别为中信银行、农业银行、紫金矿业、长江电力、建发股份。璞泰来近5个交易日下跌9.31%，沪股通累计减持342.94万股；近20个交易日下跌6.36%，沪股通累计减持1723.59万股。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404190934108b384283&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404190934108b384283&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2428578901","title":"璞泰来获北向资金卖出2380.85万元，累计持股1.14亿股","url":"https://stock-news.laohu8.com/highlight/detail?id=2428578901","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2428578901?lang=zh_cn&edition=full","pubTime":"2024-04-19 08:34","pubTimestamp":1713486861,"startTime":"0","endTime":"0","summary":"4月19日，巨灵财经数据显示，北向资金18日减持璞泰来预估2380.85万元，累计持股1.14亿股，总计持有市值21.67亿元，占流通股比例5.66%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024041908342587927b8f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024041908342587927b8f&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2428551428","title":"璞泰来(603659)23年受减值影响大，24Q1业绩符合预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2428551428","media":"中泰证券","top":-1,"share":"https://www.laohu8.com/m/news/2428551428?lang=zh_cn&edition=full","pubTime":"2024-04-18 16:16","pubTimestamp":1713428177,"startTime":"0","endTime":"0","summary":"24Q1实现营收30.3亿元，同比下降18%；归母净利润4.5亿元，同比下降37%，环比提升57%；扣非净利润4.2亿元，同比下降38%，环比提升79%。23年公司净利率13.93%，同比下降7.57pct。24Q1计提资产减值0.61亿元，较23Q3减少5.22亿元，24Q1净利率16.72%，同比上升8.32pct。2023年涂覆膜销量52.7亿平，同比增长22%，市占率达40.73%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240418163016878f25fd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240418163016878f25fd&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2428653029","title":"璞泰来获中泰证券增持评级，23年受减值影响大","url":"https://stock-news.laohu8.com/highlight/detail?id=2428653029","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2428653029?lang=zh_cn&edition=full","pubTime":"2024-04-18 15:03","pubTimestamp":1713423821,"startTime":"0","endTime":"0","summary":"4月18日，璞泰来获中泰证券增持评级，近一个月璞泰来获得7份研报关注。23年公司净利率13.93%，同比下降7.57pct。其中23Q4净利率8.40%，环比下降1.62pct。原因可能在于23年公司计提各项资产减值总计10.6亿元；其中23Q4计入的减值准备为5.8亿元，包括存货跌价及合同履约成本减值损失5.9亿元，主要是负极业务前期高成本存货减值。24Q1计提资产减值0.61亿元，较23Q3减少5.22亿元，24Q1净利率16.72%，同比上升8.32pct。展望后续，我们预计24Q2负极价格稳定，并且不再有减值压力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240418150527878e72e6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240418150527878e72e6&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2428658880","title":"璞泰来4月17日遭北向资金减持353.80万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2428658880","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2428658880?lang=zh_cn&edition=full","pubTime":"2024-04-18 09:30","pubTimestamp":1713403826,"startTime":"0","endTime":"0","summary":"4月17日，北向资金减持璞泰来353.80万股。截止当日收盘，沪股通共持有璞泰来11529.91万股，占流通股5.72%。沪股通减持金额前五个股分别为贵州茅台、工业富联、中信银行、赛力斯、中国中免。璞泰来近5个交易日下跌9.48%，沪股通累计减持237.57万股；近20个交易日下跌4.88%，沪股通累计减持1622.62万股。股市有风险，请谨慎决策。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404180934178b324767&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404180934178b324767&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2428015213","title":"璞泰来获融资买入0.38亿元，近三日累计买入1.01亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2428015213","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2428015213?lang=zh_cn&edition=full","pubTime":"2024-04-18 08:24","pubTimestamp":1713399880,"startTime":"0","endTime":"0","summary":"4月17日，沪深两融数据显示，璞泰来获融资买入额0.38亿元，居两市第221位，当日融资偿还额0.18亿元，净买入2019.00万元。最近三个交易日，15日-17日，璞泰来分别获融资买入0.38亿元、0.25亿元、0.38亿元。融券方面，当日融券卖出1.72万股，净买入0.87万股。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404180825108b320e87&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404180825108b320e87&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2428411483","title":"璞泰来回应负极材料价格上涨 业务预计逐季向好","url":"https://stock-news.laohu8.com/highlight/detail?id=2428411483","media":"证券时报·e公司","top":-1,"share":"https://www.laohu8.com/m/news/2428411483?lang=zh_cn&edition=full","pubTime":"2024-04-17 22:17","pubTimestamp":1713363420,"startTime":"0","endTime":"0","summary":"近日，负极头部厂商璞泰来在接待机构调研中对前述消息作出回应：目前部分负极材料产品的价格上涨，能够部分缓解负极材料企业的盈利压力，但行业整体仍处于阶段性供过于求的状态，头部企业有望迎来新一轮机遇。璞泰来坦言，目前的负极材料行业的价格水平已经达到了行业极限，过低的价格不利于长期产业链的健康发展，短期内负极材料市场价格继续下行的概率不大。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024041722175579214309&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024041722175579214309&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2428391203","title":"璞泰来：2023年负极材料高价库存消纳较慢，存货减值风险已基本完成消纳，盈利能力有望持续改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2428391203","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2428391203?lang=zh_cn&edition=full","pubTime":"2024-04-17 17:15","pubTimestamp":1713345322,"startTime":"0","endTime":"0","summary":"4月17日消息， 璞泰来 披露投资者关系活动记录表显示，2023年全球锂离子电池需求继续保持较快增长，但增速有所放缓；行业产能扩张速度较快，打破了原有的供求平衡，锂离子电池各细分业务市场均面临阶段性供过于求、产品价格下滑的挑战。2023年全年，公司负极材料的高价库存消纳较慢并经历了较大的减值，到2023年第四季度，存货减值风险已经基本完成消纳。公司认为，随着部分具有成本竞争力的产品已逐步导入，负极业务单位盈利最差的阶段已经过去，盈利能力有望持续改善，整体预计将呈现逐季向好的趋势。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404171720418b2e352b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404171720418b2e352b&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2428391277","title":"璞泰来：4月15日接受机构调研，财通证券、博恩资产等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2428391277","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2428391277?lang=zh_cn&edition=full","pubTime":"2024-04-17 17:14","pubTimestamp":1713345264,"startTime":"0","endTime":"0","summary":"证券之星消息，2024年4月17日璞泰来发布公告称公司于2024年4月15日接受机构调研，财通证券、博恩资产、恒越基金、上海复胜、国君资管、冲积资产、胤胜资产、交银施罗德、长江养老、野村东方国际证券、山西证券、东吴证券、光合未来、睿远基金、银华基金、鹏扬基金、博裕资本、准锦投资、汇丰前海证券、华福证券参与。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024041717153787883966&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024041717153787883966&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2428846337","title":"璞泰来(603659)：负极业务有望否极泰来 膜业务板块逐步壮大","url":"https://stock-news.laohu8.com/highlight/detail?id=2428846337","media":"中邮证券有限责...","top":-1,"share":"https://www.laohu8.com/m/news/2428846337?lang=zh_cn&edition=full","pubTime":"2024-04-17 09:57","pubTimestamp":1713319065,"startTime":"0","endTime":"0","summary":"投资要点事件：璞泰来披露2023 年年报和2024 年一季报。过往业绩中负极业务承压，2024 年有望迎来边际改善。公司业绩同比下滑主要来自负极业务板块。截至一季报，公司存货107 亿元，相比2023 年一季度末和四季度末均有所小幅下降，公司负极高价库存整体消纳完毕，负极生产降本增效措施在2024 年将逐步显现成效，预计2024 年负极产品盈利有望迎来边际改善。硅基负极的1.2 万吨项目有望在2025 年逐步投产。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404170957478786a35f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404170957478786a35f&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2428367943","title":"中邮证券给予璞泰来增持评级 负极业务有望否极泰来 膜业务板块逐步壮大","url":"https://stock-news.laohu8.com/highlight/detail?id=2428367943","media":"每日经济新闻","top":-1,"share":"https://www.laohu8.com/m/news/2428367943?lang=zh_cn&edition=full","pubTime":"2024-04-17 09:03","pubTimestamp":1713315780,"startTime":"0","endTime":"0","summary":"中邮证券04月17日发布研报称，给予璞泰来（603659.SH，最新价：18.92元）增持评级。评级理由主要包括：1）事件：璞泰来披露2023年年报和2024年一季报；2）过往业绩中负极业务承压，2024年有望迎来边际改善。风险提示：下游需求不及预期；原材料价格波动风险；市场竞争加剧风险；产能投放进度不及预期风险；新产品导入进度不及预期风险。AI点评：璞泰来近一个月获得5份券商研报关注，买入3家，增持1家，平均目标价为26.95元，与最新价18.92元相比，高8.02元，目标均价涨幅42.42%。（文章来源：每日经济新闻）","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240417090724878672cf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240417090724878672cf&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2428335376","title":"如何看待高ROE绩优股投资价值？","url":"https://stock-news.laohu8.com/highlight/detail?id=2428335376","media":"易方达基金","top":-1,"share":"https://www.laohu8.com/m/news/2428335376?lang=zh_cn&edition=full","pubTime":"2024-04-17 07:43","pubTimestamp":1713311019,"startTime":"0","endTime":"0","summary":"4月进入了A股上市公司的财报密集披露期，一季度的企业盈利边际变化情况成为后市是否能够继续上行的关键，而从当前公布的宏观数据来看，工业企业盈利增速1-2月份延续回升，3月制造业PMI更是出现了超预期回升，一季度上市公司的业绩增速或出现改善，贵州茅台营收与利润总额的“双千亿“也是对此的反映。对沪深300指数中公布2023年年报的前十大成份股而言，其ROE也基本稳定在较高水平，部分甚至有提升，那么在该背","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024041707355787e81096&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024041707355787e81096&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2427581199","title":"璞泰来04月16日遭主力抛售3136万元 环比增加187.18%","url":"https://stock-news.laohu8.com/highlight/detail?id=2427581199","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2427581199?lang=zh_cn&edition=full","pubTime":"2024-04-16 15:18","pubTimestamp":1713251930,"startTime":"0","endTime":"0","summary":"04月16日, 璞泰来股价跌7.93%，报收18.92元，成交金额5.07亿元，换手率1.30%，振幅7.20%，量比1.03。璞泰来今日主力资金净流出3136万元，连续5日净流出，上一交易日主力净流出1092万元，今日环比增加187.18%。近一年数据显示，该股主力连续5日净流出后，次日下跌概率为71.43%，平均跌幅为2.26%。该股近5个交易日下跌14.70%，主力资金累计净流出8617万元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流出1383万元，其中净流出天数为11日。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404161534438b296aca&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404161534438b296aca&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2427861238","title":"璞泰来(603659)盈利能力暂时承压，多业并举稳健发展","url":"https://stock-news.laohu8.com/highlight/detail?id=2427861238","media":"兴业证券","top":-1,"share":"https://www.laohu8.com/m/news/2427861238?lang=zh_cn&edition=full","pubTime":"2024-04-16 10:16","pubTimestamp":1713233783,"startTime":"0","endTime":"0","summary":"2023年由于负极材料行业产能释放及下游去库存，负极材料及石墨化价格持续下滑，前期高价库存去化较慢，导致负极业务盈利能力承压，2023年负极材料及石墨化业务毛利率仅为14.99%，同比下滑14.49pct。受益于公司设备及原材料自供的优势，公司隔膜业务在2023年行业竞争加剧的背景下盈利能力仍有所改善，全年毛利率52.08%，同比提升7.85pct。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404161039178b28778e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404161039178b28778e&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2427860530","title":"璞泰来大跌5.06% 2024年一季度净利润同比下降36.64%","url":"https://stock-news.laohu8.com/highlight/detail?id=2427860530","media":"智选洞察","top":-1,"share":"https://www.laohu8.com/m/news/2427860530?lang=zh_cn&edition=full","pubTime":"2024-04-16 09:50","pubTimestamp":1713232211,"startTime":"0","endTime":"0","summary":"消息解读璞泰来发布2024年一季度业绩报告。而这也是公司上市来年度净利润首次降低。北向资金方面，璞泰来04月15日获得北向资金增持303.41万股，截至04月15日，北向资金当前共持有璞泰来12011.18万股，市值23.43亿元，持股占流通股比为5.96%。最新财报显示，今年一季报，璞泰来实现营业收入30.34亿元，同比减少17.97%，净利润为4.45亿元，同比减少36.64%，基本每股收益为0.21元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404161109147920cd27&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404161109147920cd27&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2427850090","title":"璞泰来4月15日获北向资金加仓303.41万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2427850090","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2427850090?lang=zh_cn&edition=full","pubTime":"2024-04-16 09:30","pubTimestamp":1713231031,"startTime":"0","endTime":"0","summary":"4月15日, 北向资金增持璞泰来303.41万股。截止当日收盘，沪股通共持有璞泰来12011.18万股，占流通股5.96%。沪股通增持金额前五个股分别为贵州茅台、中国建筑、山西汾酒、兴业银行、招商银行。璞泰来近5个交易日上涨0.10%，沪股通累计增持150.78万股；近20个交易日上涨6.48%，沪股通累计减持954.88万股。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404160934168b283ca2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404160934168b283ca2&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2427247560","title":"国海证券给予璞泰来买入评级，负极业务盈利见底2024Q2有望修复；其他业务稳步推进多点开花报点评","url":"https://stock-news.laohu8.com/highlight/detail?id=2427247560","media":"每日经济新闻","top":-1,"share":"https://www.laohu8.com/m/news/2427247560?lang=zh_cn&edition=full","pubTime":"2024-04-15 17:17","pubTimestamp":1713172620,"startTime":"0","endTime":"0","summary":"国海证券04月15日发布研报称，给予璞泰来买入评级。评级理由主要包括：1）负极材料业务：2023年销量稳定增长，但受整个行业激烈竞争和去；2）库存的影响，盈利能力有所下滑；2024年公司负极材料盈利能力有望得到明显的改善；3）膜材料及涂覆业务：涂覆隔膜和PVDF业务2023年实现量利双增；4）膜材料及涂覆业务：新业务基膜和复合集流体2024年有望加速放量；5）锂电自动化装备业务：2023年交付规模实现显著增长。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404151719308b256892&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404151719308b256892&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2427237770","title":"璞泰来：公司计提资产减值准备","url":"https://stock-news.laohu8.com/highlight/detail?id=2427237770","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2427237770?lang=zh_cn&edition=full","pubTime":"2024-04-15 16:14","pubTimestamp":1713168853,"startTime":"0","endTime":"0","summary":"上海璞泰来新能源科技股份有限公司公告，公司于2024年4月12日召开第三届董事会第二十三次会议及第三届监事会第十八次会议，审议通过了《关于计提资产减值准备的议案》，同意105,760.52万元的减值准备计入2023年度当期损益，其中计入第四季度当期损益的减值准备为58,171.13万元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404151614178b2524ef&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404151614178b2524ef&s=b","is_publish_highlight":false,"gpt_icon":0}],"profile":{"ret":0,"listingDate":"2017-11-03","address":"上海市浦东新区中国(上海)自由贸易试验区芳春路400号1幢301-96室","stockEarnings":[{"period":"1week","weight":-0.0931},{"period":"1month","weight":-0.0636},{"period":"3month","weight":-0.0266},{"period":"6month","weight":-0.2653},{"period":"1year","weight":-0.4719},{"period":"ytd","weight":-0.0922}],"companyName":"上海璞泰来新能源科技股份有限公司","boardCode":"AI0038","perCapita":"31790股","boardName":"电气机械和器材制造业","registeredCapital":"213797万元","compareEarnings":[{"period":"1week","weight":0.0132},{"period":"1month","weight":0.0037},{"period":"3month","weight":0.0854},{"period":"6month","weight":0.0306},{"period":"1year","weight":-0.0878},{"period":"ytd","weight":0.0334}],"survey":" 上海璞泰来新能源科技股份有限公司主营业务为新能源电池的负极材料及石墨化加工、隔膜及涂覆加工、自动化装备、PVDF及粘结剂、铝塑包装膜及光学膜、纳米氧化铝及勃姆石的研发、生产和销售。公司主要产品及服务为负极材料、石墨化、锂电设备（含内部销售）、隔膜及涂覆加工、PVDF、铝塑膜、产业投资贸易管理及其他。","serverTime":1713523797198,"listedPrice":16.53,"stockholders":"63372人(较上一季度增加17.74%)","compareStock":{"symbol":"000001.SH","name":"上证指数"}},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"璞泰来(603659)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供璞泰来(603659)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"璞泰来,603659,璞泰来股票,璞泰来股票老虎,璞泰来股票老虎国际,璞泰来行情,璞泰来股票行情,璞泰来股价,璞泰来股市,璞泰来股票价格,璞泰来股票交易,璞泰来股票购买,璞泰来股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"璞泰来(603659)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供璞泰来(603659)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}