长江商报消息 ●长江商报记者 汪静 顺丰控股（002352.SZ，06936.HK）8月经营向好。 9月19日晚间，顺丰控股发布的8月经营简报显示，公司业绩延续稳健增长态势，8月营收合计247.87亿 元，同比增长7.86%。公司业务量14.06亿票，同比增长34.80%。 长江商报记者注意到，顺丰控股持续推进战略布局，深化全球基础设施布局构建自身优势。8月，公司 供应链及国际业务营收达到61.3亿元。2025年上半年，公司在鄂州货运枢纽的国际货运吞吐量较2024年 同期增长超100%。 根据半年报，2025年上半年，顺丰控股实现营业收入1468.58亿元，同比增长9.26%；净利润57.38亿 元，同比增长19.37%；扣非净利润为45.51亿元，同比增长9.72%。 快递行业"反内卷行动"首月成效如何？ 近日，顺丰控股披露8月经营简报，公司业绩延续稳健增长态势，8月营收合计247.87亿元，同比增长 7.86%。其中，速运业务营收186.57亿元，同比增长14.14%；业务量14.06亿票，同比增长34.80%；单票 收入13.27元；供应链及国际业务营收达到61.3亿元。 2025年上半年，中国快递行业 ...

Core Viewpoint - The early termination of the share reduction plan by the actual controller of Top Group has sparked controversy, despite typically being seen as a positive signal for the market [1][2]. Group 1: Share Reduction Details - On September 17, Top Group announced the early termination of the share reduction plan by its actual controller, Wu Jianshu, and his son, Wu Haonian, who had previously planned to reduce their holdings by a maximum of 299.92 million shares and 49.56 million shares respectively [1][3]. - As of September 17, Wu Jianshu and Wu Haonian had reduced their holdings by 299.83 million shares and 49.53 million shares, achieving completion rates of 99.97% and 99.93% respectively [1][2]. - The total cashing out by Wu Jianshu and his son amounted to nearly 900 million yuan, with only 1,266 shares remaining unsold at the time of the announcement [2][7]. Group 2: Financial Performance - Top Group's net profit attributable to shareholders for the first half of 2025 was 1.295 billion yuan, representing a year-on-year decline of approximately 11%, marking the first decline in mid-term profits in six years [2][9]. - The company's revenue for the first half of 2025 was 12.935 billion yuan, a year-on-year increase of 5.83%, but the net profit showed a downward trend [9]. - The comprehensive gross margin and net margin for the first half of 2025 were 19.55% and 10.02%, respectively, both down by 1.8 percentage points and 1.94 percentage points year-on-year [9]. Group 3: Stock Price Movement - Top Group's stock price increased significantly from 46.81 yuan per share on August 15 to 69.14 yuan per share on September 10, reflecting a price increase of 47.70% [4][5]. - Following the stock price surge, Wu Jianshu and his son executed their share reduction, which raised questions among investors regarding the timing and implications of their actions [5][6]. Group 4: Fund Utilization Adjustment - On September 17, Top Group announced an adjustment in the use of raised funds, reallocating 400 million yuan towards the smart manufacturing industrial park project and delaying the timeline for certain projects [10]. - The timeline for the "annual production of 3.3 million lightweight chassis systems" project has been extended from October 2025 to December 2026 [10].

长江商报消息 ●长江商报记者 刘倩雯 当代科技债务重整推动三特索道（002159.SZ）股权转移，武汉高科国有控股集团有限公司（简称"高科 集团"）借机提升话语权。9月20日，三特索道发布公告，其控股股东高科集团通过司法划转方式获得当 代科技所质押的352万股公司股票，加之此前通过司法拍卖取得的131万股，高科集团及其一致行动人合 计持股比例升至23.77%，以0.8个百分点的优势超越原第一大股东当代系，成为公司合并第一大股东。 此次变动虽未导致实际控制人变更，但进一步巩固了国有资本对三特索道的控制力，被视为维护控制权 稳定、化解股东债务风险的关键一步。 股权变动未导致实控人变更 三特索道成立于1989年，主要在全国范围内从事旅游资源的综合开发与运营。根据三特索道于9月20日 发布的系列公告，本次股权变动主要通过两种方式完成。 一方面，高科集团与当代科技、当代城建发等签署《关于股票转让等事项的协议》，约定以股抵债安 排。当代科技将其已质押的352万股公司股票，按15.46元/股的价格通过司法划转方式抵偿对高科集团 的债务，抵债总额约5441.92万元。湖北省武汉市中级人民法院于9月18日执行划转，同时解除了该 ...

Core Viewpoint - JinDi Co., Ltd. is actively expanding its core business by planning to acquire a controlling stake in Guangzhou Uni Precision Co., Ltd., which will enhance its market share and customer base in the precision stamping business [1][2][3]. Group 1: Acquisition Details - The acquisition agreement was signed on September 19, and if completed, Uni Precision will become a subsidiary of JinDi [3]. - Uni Precision, established in November 2009 with a registered capital of 35 million USD, specializes in manufacturing gears, gearboxes, and automotive parts [3]. - The acquisition price will be determined based on an audit and evaluation by a third-party agency, and it does not constitute a related party transaction or a major asset restructuring [3]. Group 2: Business Performance - In the first half of 2025, JinDi reported a net profit attributable to shareholders of 75.93 million CNY, a year-on-year increase of 32.86% [2][7]. - The company achieved a revenue of 835 million CNY, reflecting a 40.57% growth compared to the previous year, driven by increased production of precision components and bearing retainers [7]. - The revenue from bearing retainers reached 427 million CNY, up 43.86%, with wind power-related products seeing a significant increase of 118.65% [7]. Group 3: Strategic Initiatives - JinDi has been actively investing in its core business, including a 150 million CNY investment in Serbia for a production base expected to start in Q1 2026 [5]. - The company plans to invest at least 1.5 billion CNY in Chongqing for a smart manufacturing project focused on high-end equipment components [5]. - JinDi's subsidiaries are also investing in precision manufacturing projects for new energy equipment, with planned investments of 530 million CNY and 300 million CNY [5]. Group 4: Research and Development - JinDi's R&D expenses for the first half of 2025 reached 65.81 million CNY, accounting for 7.88% of its revenue, with a year-on-year increase of 29.64% [7][8]. - The company holds 903 domestic patents, including 163 invention patents, and has added 124 new patents in the first half of 2025 [8]. - JinDi has established strong partnerships with major global bearing manufacturers and top automotive parts suppliers, enhancing its competitive edge [8].

长江商报消息 ●长江商报记者 张璐 近日，"电子布"厂商宏和科技（603256.SH）动作频频，在资本市场上引发广泛关注。 9月19日晚，宏和科技发布公告，为满足公司全资子公司黄石宏和电子材料科技有限公司（以下简称"黄 石宏和"）业务经营需要，公司拟以债转股方式对黄石宏和进行增资3亿元，黄石宏和注册资本拟由7亿 元增加至10亿元。 宏和科技表示，黄石宏和为公司的全资子公司，本次增资将有助于进一步推进黄石宏和的业务发展，提 升公司整体实力。 2025年上半年，公司凭借高端产品批量交付实现业绩爆发，其营收、净利润分别同比增长35%、 10588%。 长江商报记者注意到，二级市场上，截至2025年9月22日，宏和科技股价报收40.3元/股，年内涨幅高达 382.63%，最新总市值达354.5亿元，市场预期持续向好。 根据公告，宏和科技拟以债转股方式对黄石宏和进行增资3亿元，黄石宏和注册资本拟由7亿元增加至10 亿元。 3亿债转股增资子公司拓业务 9月19日，宏和科技召开第四届董事会第九次会议，审议通过了《关于公司以债转股方式向全资子公司 增资的议案》。此次增资完成后，黄石宏和的注册资本将大幅提升，这有助于增强其资金 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 长江商报消息 ●长江商报记者 黄聪 信息披露违规，绝味食品（603517.SH）"戴帽"。 9月19日晚间，绝味食品公告显示，公司当日收到中国证券监督管理委员会湖南监管局下发的《行政处罚事先告知 书》（以下简称"《事先告知书》"）。 经查明，绝味食品涉嫌违法的事实为，2017年至2021年期间，未确认加盟门店装修业务收入，导致年度报告少计 营业收入，5年合计7.24亿元。 监管部门决定，对绝味食品及公司董事长戴文军等三人合计罚款850万元。 同日，绝味食品发布公告称，公司股票将实施其他风险警示（ST），9月22日全天停牌，9月23日复牌后简称变更 为"ST绝味"，日涨跌幅限制缩至5%。 一家上市公司财务人员向长江商报记者表示，绝味食品可能通过少计收入降低税负，或试图掩盖加盟业务增长放 缓的真相。 长江商报记者发现，截至2024年上半年底，绝味食品门店数量达14969家，相比2023年底，半年时间净关店近千 家。然而，2024年年报和2025年半年报中，公司未公布门店的具体数量和增减情况。 戴文军被罚200万 经查明，绝味食品涉嫌违法的事实如下：2017年至20 ...

Group 1 - Neusoft Group has received a significant order for smart cockpit domain controllers worth approximately 5.6 billion RMB from a well-known domestic automotive manufacturer, marking a deepening of their collaboration [1][2] - The smart cockpit domain controllers will be applied to multiple models equipped with the Qualcomm 8397 platform, with production expected to start in Q4 2026 and a lifecycle of about four years [2] - Neusoft has been deeply involved in the automotive electronics sector for over 30 years, providing various products including smart cockpit controllers and IVI in-car entertainment systems to numerous domestic and international car manufacturers [2] Group 2 - In 2024, Neusoft Group is experiencing rapid growth in its AI business, with new contracts in vertical AI applications amounting to 484 million RMB in the first half of 2025, representing a year-on-year increase of approximately 50% [3] - The AI applications in the medical field have seen a contract amount of 331 million RMB, reflecting a year-on-year growth of about 60% [3] - Neusoft has launched the "Rongzhi" solution implementation framework and the "Tianyi" healthcare solution series, with AI application products being deployed across various sectors [3] Group 3 - Neusoft Group has approved a cash dividend policy, distributing 1.50 RMB per 10 shares to all shareholders, totaling approximately 178 million RMB, with a payout ratio of 282.87% [4]

长江商报消息 ●长江商报记者 潘瑞冬 作为石油和化学工业工程领域的"国家队"，中国化学（601117.SH）订单收获颇丰。 近日，中国化学公告称，公司2025年1—8月新签合同额2563.39亿元，其中境内合同额2060.48亿元，境 外合同额502.91亿元。 业绩方面，2025年上半年，中国化学归母净利润同比增长9.26%，达31.02亿元。长江商报记者注意到， 此前七年，即2018年至2024年，中国化学的营业收入和归母净利润连续七年实现双增，加上2025年上半 年，这七年半，公司累计实现归母净利润329.16亿元。 境内订单增长6.52% 净利稳健增长 中国化学是我国石油和化学工业体系建设的"国家队"，在基础化工、石油化工、煤化工上具备领先优 势。公司在全球完成工程项目7万多个，业务遍布全球80多个国家和地区，位居全球油气服务领域第 一。 1953年成立至今，中国化学承担了我国90%的化工项目、70%的石油化工项目。目前，化学工程业务依 然是公司传统的核心业务，也是收入和利润的主要来源。 近年来，中国化学的业绩稳步增长。同花顺数据显示，2017年，中国化学的营业收入和归母净利润分别 为585.71亿元 ...

Core Insights - The film "731" has sparked significant interest in the Chinese film market, contributing to a recovery in the industry and an increase in stock prices of related companies [1][2][11] Film Performance - "731" was released on September 18 and broke three historical records for Chinese cinema, including the highest number of screenings on opening day [5] - As of September 22, the film's box office exceeded 12.7 billion yuan [2][6] Company Impact - The film's production involved companies like Changying Group and Poly Film, with Changying Group not being publicly listed but having a related entity, Jishi Media, that has seen a stock price increase of approximately 136% over two months [3][4][7] - Jishi Media's market capitalization rose by about 8.7 billion yuan during this period [4][7] - Other companies like China Film and Tonghong Technology, which have ties to Changying Group, also experienced stock price increases of 39% and 53% respectively, with market capitalizations rising by 8.7 billion yuan and 1.5 billion yuan [11] Industry Trends - The overall Chinese film industry is showing signs of recovery, with a reported 22.9% year-on-year increase in total box office revenue for the first half of 2025 [12]

巴菲特清仓了比亚迪（002594.SZ、01211.HK）的消息在网上流传，伴随的是，投资17年，巴菲特的投 资回报超过38倍。 9月22日，比亚迪集团品牌及公关处总经理李云飞回应称，股票投资，有买就有卖，这是很正常的事 情。他同时表示，感谢芒格和巴菲特对比亚迪的认可。 2008年，听从已经去世的老搭档查理·芒格的建议，巴菲特买了比亚迪。伯克希尔以每股8港元的价格， 买了比亚迪港股2.25亿股，耗资约18亿港元。14年后的2022年，伯克希尔哈撒韦才开始减持，2024年7 月，其持股比降至5%以下。 据统计，巴菲特持有比亚迪股票的这些年里，比亚迪的股价上涨了约3890%。 被股神巴菲特长期持有的比亚迪确实表现了较高成长性。Wind数据显示，2011年A股上市以来，比亚迪 累计盈利1284.97亿元。其中，2024年，公司盈利超过400亿元。 比亚迪核心人员看好公司发展前景。近期，37名核心人员（含高管）合计斥资5232.78万元增持公司股 份。 17年长投回报超38倍 股神巴菲特投资比亚迪，堪称是大赚特赚。 长江商报消息 ●长江商报记者 沈右荣 根据公开信息，2008年，听从已经去世的老搭档查理·芒格的建议， ...