据证券之星公开数据整理，近期中坚科技(002779)发布2025年中报。截至本报告期末，公司营业总收入 5.03亿元，同比上升5.29%，归母净利润5105.74万元，同比上升13.99%。按单季度数据看，第二季度营 业总收入2.17亿元，同比上升5.72%，第二季度归母净利润884.79万元，同比下降35.81%。本报告期中 坚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287.54%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率29.89%，同比增12.54%，净利率9.09%，同比减 3.14%，销售费用、管理费用、财务费用总计5682.42万元，三费占营收比11.31%，同比减3.72%，每股 净资产4.25元，同比减22.36%，每股经营性现金流0.4元，同比减19.84%，每股收益0.28元，同比增 13.99% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 4.77亿 | 5.03亿 | 5.29% | | 归母浄利润（元） | 4479.03万 | 5105.74万 | ...

本次财报公布的各项数据指标表现一般。其中，毛利率72.96%，同比增1.41%，净利率6.44%，同比减 33.39%，销售费用、管理费用、财务费用总计9.28亿元，三费占营收比46.4%，同比减0.31%，每股净资 产3.63元，同比减2.24%，每股经营性现金流0.31元，同比增214.9%，每股收益0.12元，同比减20.0% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 16.87 Z | 20.01亿 | 18.63% | | 归母净利润(元) | 1.65亿 | 1.29亿 | -21.79% | | 扣非净利润(元) | 7578.2万 | 1.45亿 | 90.84% | | 货币资金(元) | 10.04亿 | 14.57 乙 | 45.05% | | 应收账款(元) | 8.51亿 | 9.4 G | 10.48% | | 有息负债 (元) | 17.85 Z | 23.08亿 | 29.36% | | 手利率 | 71.95% | 72.96% | 1.41% | | 净利率 | 9.66 ...

本次财报公布的各项数据指标表现一般。其中，毛利率38.72%，同比减5.59%，净利率7.53%，同比增 30.04%，销售费用、管理费用、财务费用总计2.6亿元，三费占营收比22.4%，同比减1.58%，每股净资 产5.82元，同比增4.64%，每股经营性现金流-0.08元，同比减225.23%，每股收益0.13元，同比减13.33% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 11.51亿 | 11.61亿 | 0.87% 1 | | 归母净利润(元) | 9859.08万 | 8176.94万 | -17.06% | | 扣非净利润(元) | 8941.57万 | 6729.23万 | -24.74% | | 货币资金(元) | 8.67亿 | 4.8 乙 | -44.62% | | 应收账款(元) | 21.68亿 | 29.97亿 | 38.21% | | 有息负债 (元) | 8.06亿 | 10.82 亿 | 34.25% | | 手利率 | 41.01% | 38.72% | -5.59% | ...

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. ...

Core Viewpoint - Sanmei Co., Ltd. reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit, indicating robust growth and improved profitability metrics [1]. Financial Performance - Total revenue reached 2.828 billion yuan, a year-on-year increase of 38.58% [1] - Net profit attributable to shareholders was 999.5 million yuan, up 159.22% year-on-year [1] - In Q2 alone, revenue was 1.616 billion yuan, reflecting a 49.36% increase year-on-year, while net profit for the quarter was 594 million yuan, up 158.98% [1] - Gross margin improved to 49.5%, with a year-on-year increase of 83.96%, and net margin reached 34.96%, up 85.89% [1] Cost and Expenses - Total selling, administrative, and financial expenses amounted to 107 million yuan, accounting for 3.8% of revenue, which is a 142.49% increase year-on-year [1] - Operating cash flow per share increased significantly to 1.55 yuan, a 487.5% rise year-on-year [1] - Earnings per share rose to 1.63 yuan, marking a 158.73% increase year-on-year [1] Changes in Financial Items - Accounts receivable increased by 71.75% due to rising sales prices [2] - Prepayments surged by 157.61% due to increased advance payments for design fees, software fees, and goods [4] - Other receivables decreased by 22.03% as land guarantee deposits were recovered [5] - Long-term equity investments rose by 28.46% due to increased capital contributions and investment income [5] - Construction in progress increased by 45.19% due to significant investments in fluoropolymer projects [5] Liabilities and Cash Flow - Accounts payable increased by 50.42% due to higher payable engineering, equipment, and goods [7] - Contract liabilities surged by 43.99% due to increased advance payments for goods [9] - Tax liabilities rose by 168.3% as a result of increased operating income and corresponding taxes [9] - Net cash flow from operating activities increased by 487.5% due to higher cash receipts from sales [18] - Financing cash flow increased by 188.07% due to higher bank borrowings and employee stock plan contributions [19] Investment and Market Position - The company's return on invested capital (ROIC) was 11.11%, indicating average capital returns [20] - Analysts expect 2025 performance to reach 2.08 billion yuan, with an average earnings per share forecast of 3.41 yuan [22] - The largest fund holding in Sanmei Co., Ltd. is the E Fund Innovation Growth Mixed Fund, with a current scale of 2.268 billion yuan [23]

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 ...