界面新闻记者 | 陈慧东

dexinkeji（603032.sh）2023nianniandubaogaoxianshi，gongsiqunianshixianyingshou5.62yiyuan，tongbijianshao3.45%；guimujinglirun1.08yiyuan，tongbijianshao34%。

zheiyiyejibiaoxiandafudiyujigouciqianyuqi。tianfengzhengquanyanbaoxianshi，kaolvdaobiyadidengxiayouxuqiuxiangduijiaoruo，jianggongsi2023、2024niandeguimujinglirunyuceyou5.60yiyuan、8.19yiyuandiaozhengwei4.18yiyuan、6.32yiyuan，yuji2025nianguimujinglirunwei8.91yiyuan。

yucitongshi，dexinkejijinnianyijiduyejiyezaidafuxiahua。gongsitongripiludeyijiduyejiyugaoxianshi，yujikuisun1100wanyuandao1600wanyuan，yushangniantongqixiangbijianshao1.18yiyuandao1.13yiyuan，tongbixiajiang115.74%dao110.82%。

gongsicheng，benqiyejiyukuidezhuyaoyuanyinximuqiansuochuxingyezhengchuyuzhouqidibu。shouxingyezhouqijixiayoujiagezhandeyingxiang，gongsiyugongyinglianzhongdabufenqiyeyiyang，yejijunchuyuzhujidijiandekunjingzhong，xiayoudianchichangkucunshuipingjugaobuxia，kaigonglvchixudimi，gongsichuhuoliangsuixiayoushichangbodongjiaoshangnianchuxianxiajiang。diejiayeneichannengguosheng、jingzhengjiajudengduozhongyinsudeyingxiang，gongsiyewuguimo、dingdanjiageyijidingdanliangjunchuxianyidingchengduxiahua，yidingchengdushangjiyalelirunkongjian，daozhigongsiyinglinenglixiajiang。

dexinkejiyuanmingweidexinjiaoyun，zhuyingdaoluyunshuyewu。2021nian，dexinjiaoyunyichao6yiyuanjiageshougoudongguanzhihongjingmi100%guquan，congerxinzenglidianchicaiqiejingmimojuyewu，muqianxingchengleyidonglidianchizhongdaopiandianchiqiedaochanpinhexiaofeidianzidianchizhongdiepiandianchicaiqiemojuweidaibiaodehexinchanpin。2021nianzhi2022nian，gongsiyejicengxiandafuzengzhang，fenbieshixianguimujinglirun0.71yiyuanhe1.63yiyuan。

dexinkejidezhizhuyewulidianchicaiqieyewulirunkongjianchengyashenzhong。2022nian，shangshigongsihexinzigongsidongguanzhihongjingmishixianyingshou5.42yiyuan、jinglirun2.17yiyuan，2023nianzefenbiewei5.06yiyuan、1.84yiyuan。

congmaolilvlaikan，2023nian，zhanbishangshigongsizongyingshoujiuchengdejingmizhizaoyewubudanyingshouguimotongbiweisuo6.79%zhi5.05yiyuan，yingyechengbenqueshangsheng34.9%zhi2.36yiyuan，maolilvbishangnianjianshao14.47gebaifendianzhi53.22%。

zhengge2023nian，lidianchanyeliandouchuyuqukuzhouqi。danmuqiancongqiyepaichandeshujulaikan，lidianchiqukuzhouqijijiangjieshu。genjuzimeiti“shushuoxinnengyuan”shuju，3yuefen，quanqiuzhuyaodianchiqiyepaichanheji82.08gwh，huanbizengzhang38.74%。guoneitop3qiyepaichantongbizengsujunzai29%yishang，huanbizengsujunzai38%yishang。buguo，channengguoshengzaochengdelidianjiagezhan，yijingshichanyehuinuanhonglijinyibuxiangtoubuqiyejuji。

另外，天风证券2023年7月发布的研报提出，公司基于裁切磨具所累积的技术及客户优势，积极拓展涂布模头业务，开发出多款高精密挤压涂布模头，并已实现狭缝式挤压式模头的批量供货，新客户持续拓展中。考虑到涂布模头存在国产替代qushi，xinzeng+tihuanxuqiuweilaiyouwangjiyugongsiguangkuodeyejizengzhangkongjian。

suirantubumotouxingyeqianjingjiaohao，longtouqiyemanensite（301325.sz）qunianjingliyuzengzuigaochao77%。dangaixingyejishumenjianyejiaogao，erdexinkeji2023niandeyanfatouruheji0.32yiyuan，zhanzongyingshoude5.63%，shangbuji2022niandeyanfatourue0.37yiyuan。

gudonghushufangmian。caibaoxianshi，jiezhi2024nian3yue31ri，gongsigudonghushuwei3.14wanhu，jiaoshangqi（2023nian12yue31ri）zengjia4160hu，zengfuda15.30%。dexinkejigudonghushudiyuxingyepingjunshuiping。genjuchoiceshuju，jiezhi2024nian3yue31ridianlishebeixingyeshangshigongsipingjungudonghushuwei4.53wanhu。qizhong，gongsigudonghushuchuyu1.5wan~3.5wanqujianzhanbizuigao，wei28.02%，dexinkejiyechuzaigaiqujianfanweinei。