据证券之星公开数据整理，近期沃特股份（002886）发布2025年中报。截至本报告期末，公司营业总收 入9.06亿元，同比上升12.29%，归母净利润1840.8万元，同比上升23.94%。按单季度数据看，第二季度 营业总收入5.12亿元，同比上升15.42%，第二季度归母净利润1229.61万元，同比上升30.71%。本报告 期沃特股份公司应收账款体量较大，当期应收账款占最新年报归母净利润比达1368.78%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率16.35%，同比减12.71%，净利率1.86%，同比减 22.75%，销售费用、管理费用、财务费用总计8443.41万元，三费占营收比9.32%，同比减11.37%，每股 净资产6.8元，同比增2.17%，每股经营性现金流0.24元，同比增87.41%，每股收益0.07元，同比增 22.81% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 8.07亿 | 9.06亿 | 12.29% | | 归母净利润(元) | 1485.19万 | 1840.8万 ...

据证券之星公开数据整理，近期长青科技(001324)发布2025年中报。截至本报告期末，公司营业总收入 2.3亿元，同比上升11.24%，归母净利润3679.9万元，同比上升4.51%。按单季度数据看，第二季度营业 总收入1.33亿元，同比上升6.53%，第二季度归母净利润2408.99万元，同比上升13.15%。本报告期长青 科技公司应收账款体量较大，当期应收账款占最新年报归母净利润比达588.23%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率33.33%，同比减5.21%，净利率16.59%，同比减 3.11%，销售费用、管理费用、财务费用总计1964.41万元，三费占营收比8.54%，同比减32.26%，每股 净资产8.28元，同比增5.31%，每股经营性现金流0.11元，同比增245.77%，每股收益0.27元，同比增 3.81% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 2.07亿 | 2.3亿 | 11.24% | | 归母浄利润（元） | 3520.97万 | 3679.9万 | 4. ...

财务报表中对有大幅变动的财务项目的原因说明如下： 应收款项变动幅度为71.75%,原因:本期销售单价上涨。 据证券之星公开数据整理，近期三美股份（603379）发布2025年中报。截至本报告期末，公司营业总收 入28.28亿元，同比上升38.58%，归母净利润9.95亿元，同比上升159.22%。按单季度数据看，第二季度 营业总收入16.16亿元，同比上升49.36%，第二季度归母净利润5.94亿元，同比上升158.98%。本报告期 三美股份盈利能力上升，毛利率同比增幅83.96%，净利率同比增幅85.89%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率49.5%，同比增83.96%，净利率34.96%，同比增 85.89%，销售费用、管理费用、财务费用总计1.07亿元，三费占营收比3.8%，同比增142.49%，每股净 资产11.78元，同比增16.67%，每股经营性现金流1.55元，同比增487.5%，每股收益1.63元，同比增 158.73% 应收款项融资变动幅度为27.15%,原因:本期收到银行承兑汇票增加。 预付款项变动幅度为157.61%,原因:本期预付设计费、软件费、货款增加。 其他应收款 ...

据证券之星公开数据整理，近期渝开发（000514）发布2025年中报。根据财报显示，渝开发净利润同比 增长687.86%。截至本报告期末，公司营业总收入1.41亿元，同比下降22.95%，归母净利润1.93亿元， 同比上升687.86%。按单季度数据看，第二季度营业总收入6443.78万元，同比下降38.8%，第二季度归 母净利润1370.52万元，同比上升303.97%。 本次财报公布的各项数据指标表现一般。其中，毛利率19.72%，同比减23.66%，净利率135.75%，同比 增692.28%，销售费用、管理费用、财务费用总计5537.88万元，三费占营收比39.14%，同比增7.6%，每 股净资产4.53元，同比增3.19%，每股经营性现金流0.06元，同比减74.14%，每股收益0.23元，同比增 687.69% 建议关注公司现金流状况（货币资金/流动负债仅为47.74%） 建议关注公司存货状况（存货/营收已达696.76%） | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 1.84亿 | 1.41亿 ...

Core Viewpoint - Longi Green Energy reported a narrowing loss in its 2025 interim financial results, with total revenue declining and net profit improving year-on-year despite ongoing challenges in the solar industry [1] Financial Performance - Total revenue for the first half of 2025 was 32.813 billion yuan, a decrease of 14.83% compared to 38.529 billion yuan in 2024 [1] - The net profit attributable to shareholders was -2.569 billion yuan, an improvement of 50.88% from -5.231 billion yuan in the previous year [1] - In Q2 2025, total revenue was 19.161 billion yuan, down 8.12% year-on-year, while net profit was -1.133 billion yuan, up 60.66% [1] - Gross margin was -0.82%, a decrease of 110.66% year-on-year, while net margin was -7.92%, an increase of 41.83% [1] Cost and Expenses - Total selling, administrative, and financial expenses amounted to 1.773 billion yuan, accounting for 5.4% of revenue, a decrease of 24.65% year-on-year [1] - Operating cash flow per share improved by 92.45% to -0.06 yuan, while earnings per share increased by 50.72% to -0.34 yuan [1] Asset and Liability Changes - Cash and cash equivalents decreased by 9.51% to 49.303 billion yuan, while accounts receivable increased by 16.41% to 11.908 billion yuan [1] - Interest-bearing debt rose by 18.77% to 24.735 billion yuan [1] Investment and Market Position - The company has faced significant challenges, with a historical median ROIC of 15.67% over the past decade, and a particularly poor ROIC of -9.7% in 2024 [4][5] - Analysts expect a net profit of -2.138 billion yuan for 2025, with an average earnings per share estimate of -0.28 yuan [5] Fund Holdings - The largest fund holding Longi Green Energy is the Huatai-PB CSI Photovoltaic Industry ETF, with a current scale of 9.984 billion yuan and a recent net value increase of 2.42% [6]

据证券之星公开数据整理，近期江波龙(301308)发布2025年中报。截至本报告期末，公司营业总收入 101.96亿元，同比上升12.8%，归母净利润1476.63万元，同比下降97.51%。按单季度数据看，第二季度 营业总收入59.39亿元，同比上升29.51%，第二季度归母净利润1.67亿元，同比下降20.55%。本报告期 江波龙应收账款上升，应收账款同比增幅达37.34%。 本次财报公布的各项数据指标表现一般。其中，毛利率12.96%，同比减44.89%，净利率0.4%，同比减 93.86%，销售费用、管理费用、财务费用总计7.45亿元，三费占营收比7.3%，同比减19.06%，每股净资 产16.08元，同比减1.36%，每股经营性现金流1.65元，同比增148.59%，每股收益0.04元，同比减97.22% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 2665.06 | 101.96亿 | 12.80% | | 归母净利润（元） | 5.947 | 1476.63万 | -97.51% | | 扣非净 ...

据证券之星公开数据整理，近期劲嘉股份(002191)发布2025年中报。截至本报告期末，公司营业总收入 12.39亿元，同比下降16.56%，归母净利润1.22亿元，同比下降32.54%。按单季度数据看，第二季度营 业总收入6.03亿元，同比下降12.6%，第二季度归母净利润5554.74万元，同比下降8.17%。本报告期劲 嘉股份公司应收账款体量较大，当期应收账款占最新年报归母净利润比达1655.26%。 财务报表中对有大幅变动的财务项目的原因说明如下：短期借款变动幅度为-57.71%,原因:报告期归还银 行借款。交易性金融资产的变动原因:报告期子公司理财增加。预付款项变动幅度为-49.79%,原因:报告 期交货结转。应付票据变动幅度为-58.78%,原因:报告期票据结算减少。应付职工薪酬变动幅度 为-54.52%,原因:报告期支付上年奖金。预计负债变动幅度为-96.42%,原因:支付投资者诉讼赔偿款。财务 费用变动幅度为58.28%,原因:报告期利息收入减少。所得税费用变动幅度为-60.49%,原因:报告期利润规 模下降。投资活动产生的现金流量净额变动幅度为165.62%,原因:报告期收到减资款及股权转让 ...

Financial Performance - The company reported a total revenue of 129 million yuan for the first half of 2025, an increase of 6.94% year-on-year [1] - The net profit attributable to shareholders was 37.48 million yuan, a decrease of 13.0% compared to the previous year [1] - The gross margin was 43.51%, down 2.17% year-on-year, while the net margin decreased by 18.39% to 28.61% [1] - The total accounts receivable reached 116 million yuan, representing 122.93% of the net profit, indicating a significant receivables issue [1][4] - Operating cash flow per share increased by 88.16% to 0.4 yuan, while earnings per share decreased by 14.29% to 0.48 yuan [1] Expense Analysis - Total sales, management, and financial expenses amounted to 942.98 million yuan, accounting for 7.29% of revenue, a significant increase of 176.09% year-on-year [1] - Sales expenses rose by 76.55% due to increased travel and exhibition costs [3] - Management expenses increased by 32.68%, attributed to higher travel costs and share-based payment expenses [3] - Research and development expenses grew by 55.95%, reflecting increased personnel costs and share-based payments [3] Asset and Liability Changes - Cash and cash equivalents increased significantly, with a net increase of 613.21% due to improved cash flow from operating and investing activities [3] - Other receivables increased by 170.78% due to an increase in petty cash [2] - Long-term prepaid expenses decreased by 91.58% due to reduced office renovation costs [2] - The company has a healthy cash position, indicating strong liquidity [4] Market and Business Outlook - The company expects growth in solar motor revenue, although a slight decline in gross margin is anticipated [4] - The company is focusing on maintaining its non-standard customization approach while transitioning towards standardization in product offerings [5] - The company has a robust order backlog, particularly in the energy storage motor segment, benefiting from growth in the power industry [7] - The company is actively exploring investment opportunities beyond robotics, maintaining a cautious yet open approach [6]

财务报表中对有大幅变动的财务项目的原因说明如下： 货币资金变动幅度为71.08%,原因:公司销售回款增加。 据证券之星公开数据整理，近期深纺织A（000045）发布2025年中报。截至本报告期末，公司营业总收 入16.0亿元，同比下降1.41%，归母净利润3523.48万元，同比下降19.73%。按单季度数据看，第二季度 营业总收入8.23亿元，同比下降4.58%，第二季度归母净利润1437.05万元，同比下降37.84%。本报告期 深纺织A公司应收账款体量较大，当期应收账款占最新年报归母净利润比达910.94%。 本次财报公布的各项数据指标表现一般。其中，毛利率14.87%，同比增3.25%，净利率2.97%，同比减 27.83%，销售费用、管理费用、财务费用总计9833.22万元，三费占营收比6.14%，同比增47.91%，每股 净资产5.83元，同比增2.01%，每股经营性现金流0.64元，同比增2648.95%，每股收益0.07元，同比减 19.72% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 16 ...

证券之星价投圈财报分析工具显示：业务评价：公司去年的ROIC为4.41%，资本回报率不强。去年的净 利率为8.97%，算上全部成本后，公司产品或服务的附加值一般。从历史年报数据统计来看，公司近10 年来中位数ROIC为4.6%，中位投资回报较弱，其中最惨年份2015年的ROIC为3.46%，投资回报一般。 公司历史上的财报相对一般。偿债能力：公司现金资产非常健康。商业模式：公司业绩主要依靠营销驱 动。需要仔细研究这类驱动力背后的实际情况。 财报体检工具显示：建议关注公司现金流状况(近3年经营性现金流均值/流动负债仅为14.31%) 据证券之星公开数据整理，近期通程控股(000419)发布2025年中报。根据财报显示，通程控股增收不增 利。截至本报告期末，公司营业总收入10.34亿元，同比上升15.58%，归母净利润8327.87万元，同比下 降26.86%。按单季度数据看，第二季度营业总收入5.24亿元，同比上升26.6%，第二季度归母净利润 7481.69万元，同比下降1.06%。 本次财报公布的各项数据指标表现一般。其中，毛利率22.23%，同比减17.42%，净利率9.69%，同比减 38.55%，销售 ...