Core Viewpoint - Linhai Co., Ltd. reported significant growth in revenue and profit for the first half of 2025, driven by increased sales in its main product lines, including firefighting machinery, agricultural machinery, and special vehicles [2][5][6]. Company Overview and Financial Indicators - Linhai Co., Ltd. is primarily engaged in the research, manufacturing, and sales of firefighting machinery, agricultural machinery, special vehicles, and motorcycles [3][4]. - The company achieved an operating income of CNY 578.39 million, a year-on-year increase of 33.41% [2][6]. - The total profit reached CNY 15.01 million, reflecting a 63.90% increase compared to the previous year [2][6]. - The net profit attributable to shareholders was CNY 11.65 million, up 36.10% year-on-year [2][6]. - The basic earnings per share increased to CNY 0.0532, a rise of 36.06% from the previous year [2][14]. Main Business and Industry Analysis - The company's main business areas include firefighting machinery, agricultural machinery, special vehicles, and motorcycles, with a focus on the firefighting machinery segment [3][4][5]. - The firefighting machinery industry is experiencing growth due to increased attention on forest fire prevention and disaster management from the government, supported by national policies and funding [5][6]. - In the agricultural machinery sector, the company faced a slight decline in overall market sales, with a 1% decrease in total sales of rice transplanters [5][6]. - The special vehicles and motorcycle industries showed positive trends, with the all-terrain vehicle market experiencing a 3.22% increase in production and sales [5][6]. Operational Performance - The firefighting machinery segment saw a remarkable sales revenue increase of 184.14%, achieving the best performance in the same period historically [6][7]. - Agricultural machinery sales reached CNY 1.52 billion, a 20.71% increase, with significant growth in high-speed rice transplanters [6][7]. - The special vehicles segment generated sales of CNY 28.77 million, with a notable 32% increase in sales outside the U.S. market, despite challenges posed by tariffs [6][7]. - The motorcycle segment exported over 13,000 units, reinforcing the company's international strategy [6][7]. Innovation and Development - The company is committed to technological innovation, with ongoing development of new products in firefighting and agricultural machinery [8][10]. - Linhai Co., Ltd. has established a comprehensive research and development system, focusing on smart firefighting pumps and electric special vehicles [10][11]. - The company has implemented a digital transformation strategy to enhance production efficiency and meet future market demands [12][13].

Core Insights - Linhai Co., Ltd. reported a significant increase in its main operating revenue and net profit for the first half of 2025, indicating strong financial performance and growth potential [1][3]. Financial Performance - The company's main operating revenue reached 578 million yuan, a year-on-year increase of 33.41% [1][3]. - The net profit attributable to shareholders was 11.65 million yuan, up 36.1% year-on-year [1][3]. - The non-recurring net profit was 9.69 million yuan, reflecting a 43.4% increase compared to the previous year [1][3]. - In Q2 2025, the company achieved a single-quarter main operating revenue of 307 million yuan, a 32.52% increase year-on-year [1][3]. - The single-quarter net profit attributable to shareholders was 8.16 million yuan, up 24.42% year-on-year [1][3]. - The non-recurring single-quarter net profit was 7.50 million yuan, showing a substantial increase of 56.3% year-on-year [1][3]. Financial Ratios - The company's debt ratio stood at 52.52% [1]. - Investment income was reported at 102,300 yuan, while financial expenses were -384,620 yuan [1]. - The gross profit margin was 13.92%, reflecting a slight decrease of 0.37% year-on-year [7]. Earnings Per Share - Earnings per share (EPS) was reported at 0.05 yuan, representing a year-on-year increase of 36.06% [7]. - The operating cash flow per share was 0.29 yuan, which is a decrease of 34.41% year-on-year [7]. Shareholder Information - The largest shareholder, China Fuma Machinery Group Co., Ltd., holds 42.10% of the shares [12]. - The number of shareholders has shown a slight increase, with 1.49 million shareholders reported in Q2 2025 [14].

Core Insights - Linhai Co., Ltd. reported a revenue of 578,394,011.47 yuan for the first half of 2025, representing a year-on-year growth of 33.41% [2] - The net profit attributable to shareholders of the listed company was 11,652,494.94 yuan, showing a year-on-year increase of 36.10% [2]

Group 1 - The core viewpoint of the article highlights Linhai Co., Ltd.'s stock performance and financial results, indicating a decline in stock price but significant revenue and profit growth in the first half of 2025 [1] - As of August 25, 2025, Linhai's stock price was 11.42 yuan, down 1.72% from the previous trading day, with a trading volume of 59,592 hands and a transaction amount of 0.68 billion yuan [1] - The company reported a revenue of 578 million yuan for the first half of 2025, representing a year-on-year increase of 33.41%, and a net profit attributable to shareholders of 11.65 million yuan, up 36.10% year-on-year [1] Group 2 - The fire-fighting machinery segment showed significant sales growth, with core products like all-terrain fire trucks and forest fire pumps performing exceptionally well [1] - The agricultural machinery segment also experienced growth despite a downturn in the industry, with notable increases in the sales of high-speed rice transplanters [1] - The special vehicles segment saw increased sales in international markets, contributing positively to the overall performance of the company [1] Group 3 - On August 25, 2025, the main funds experienced a net outflow of 303,200 yuan, with a cumulative net outflow of 4.2172 million yuan over the past five days [2]

证券日报网讯 8月25日晚间，林海股份发布公告称，公司第九届董事会第八次会议审议通过了《公司 2025年半年度报告及半年度报告摘要》等多项议案。 （文章来源：证券日报） ...

Market Overview - On August 25, the motorcycle and other sectors fell by 0.58%, with Qianli Technology leading the decline [1] - The Shanghai Composite Index closed at 3883.56, up 1.51%, while the Shenzhen Component Index closed at 12441.07, up 2.26% [1] Stock Performance - Key stocks in the motorcycle sector showed varied performance, with Lvtong Technology rising by 5.52% to 36.31 and Qianjiang Motorcycle falling by 0.64% to 17.12 [1] - Qianli Technology closed at 10.64, down 2.65%, with a trading volume of 1.0726 million shares and a transaction value of 1.147 billion [2] Capital Flow - The motorcycle and other sectors experienced a net outflow of 205 million in main funds, while retail investors saw a net inflow of 1.52 billion [2] - Notable capital flows included a net inflow of 699.91 million for Yong'anxing and a net outflow of 253.87 million for Taotao Vehicle [3]

林海股份有限公司董事离职管理制度 第一章 总 则 第一条 为加强林海股份有限公司（以下简称公司）董事离职管理，保障公 司治理结构的稳定性和连续性，维护公司及股东的合法权益，根据《中华人民共 和国公司法》（以下简称《公司法》）《中华人民共和国证券法》（以下简称《证券 法》）《上市公司章程指引》和《林海股份有限公司章程》（以下简称《公司章程》） 的规定，制定本制度。 第二条 本制度适用于公司董事（含独立董事）因任期届满、辞职、被解除 职务或其他原因离职的情形。 第三条 公司董事离职管理应遵循以下原则： （一）合法合规原则：严格遵守国家法律法规、监管规定及《公司章程》的 要求； （二）公开透明原则：及时、准确、完整地披露董事离职相关信息； （三）平稳过渡原则：确保董事离职不影响公司正常经营和治理结构的稳定 性； （四）保护股东权益原则：维护公司及全体股东的合法权益。 第二章 离职情形与程序 第一节 离职情形 第四条 公司董事离职包含任期届满未连任、主动辞职、被解除职务以及其 他导致董事实际离职等情形。 第二节 辞职程序 第五条 公司董事可以在任期届满以前辞职，董事辞职应当向公司提交书面 辞职报告，辞职报告中应说明辞 ...

林海股份有限公司股东会议事规则 第一章 总 则 第一条 为规范林海股份有限公司（以下简称"本公司"、"公司"）行为，提高 股东会议事效率，保证股东会依法行使职权，保证股东会程序及决议的合法性，根据《中 华人民共和国公司法》（以下简称《公司法》）、《中华人民共和国证券法》（以下简 称《证券法》）、《上市公司股东会规则》和《公司章程》及其它法律法规的规定，制 定本规则。 第二条 公司股东会的召集、提案、通知、召开等事项适用本规则。 第三条 公司应当严格按照法律、行政法规、本规则及《公司章程》的相关规定召 开股东会，保证股东能够依法行使权利。 公司董事会应当切实履行职责，认真、按时组织股东会。公司全体董事应当勤勉尽 责，确保股东会正常召开和依法行使职权。 第四条 股东会应当在《公司法》和《公司章程》规定的范围内行使职权。 第五条 股东会分为年度股东会和临时股东会。年度股东会每年召开一次，应当于 上一会计年度结束后的 6 个月内举行。临时股东会不定期召开，出现《公司法》第一百 一十三条规定的应当召开临时股东会的情形时，临时股东会应当在二个月内召开。 公司在上述期限内不能召开股东会的，应当报告中国证监会江苏监管局和上海 ...

林海股份有限公司信息披露管理制度 第一章 总则 第一条 为加强林海股份有限公司（以下简称"公司"）信息披露管理水平 和信息披露质量，提高公司信息披露工作质量和规范信息披露程序，保证公司真 实、准确、完整、及时、公平地披露信息，保护公司、股东及其他利益相关人的 合法权益，根据《中华人民共和国公司法》（以下简称《公司法》）、《中华人 民共和国证券法》（以下简称《证券法》）、《上市公司信息披露管理办法》《上 海证券交易所股票上市规则》（以下简称"《股票上市规则》"）、《上海证券 交易所上市公司自律监管指引第 2 号——信息披露事务管理》等有关法律、法规、 规章、规范性文件和《林海股份有限公司章程》（以下简称"《公司章程》"） 的规定，结合公司实际情况，制定本制度。 第二条 公司设董事会办公室为信息披露事务管理部门。 第三条 本制度所称信息披露是指法律、法规、证券监管部门要求披露的已 经或可能对公司股票交易价格及投资者作出价值判断和投资决策产生重大影响 的信息，在规定的时间内、在规定的媒体上、按规定的程序及规定的方式向社会 公众公布，并按规定程序送达上海证券交易所和证券监管部门。 第四条 本制度所称信息披露直通车（以 ...

林海股份有限公司总经理工作细则 第一章 总则 第一条 为维护林海股份有限公司（以下简称"本公司"、"公司"）及公 司股东的合法权益，规范总经理的行为，保证总经理依法行使职权、承担义务， 依据《中华人民共和国公司法》（以下简称"公司法"）、《上海证券交易所股 票上市规则》和《林海股份有限公司章程》（以下简称"公司章程"）以及国家 的相关法规，特制定本规则。 第二章 总经理的任免、职权及义务 第二条 总经理的任免 1、公司设总经理一名，由董事会聘任或解聘。 2、总经理每届任期三年，总经理可以连聘连任。 3、存在以下情形的，不得担任公司的总经理： （1）存在《公司法》第一百七十八条所列情形之一； （2）最近三年内受到中国证监会行政处罚； （3）最近三年内受到证券交易所公开谴责或二次以上通报批评； （4）被中国证监会采取不得担任上市公司董事、高级管理人员的市场禁入 措施，期限尚未届满； （5）被证券交易所公开认定为不适合担任上市公司董事、高级管理人员， 期限尚未届满； （6）本公司现任审计委员会成员； （7）法律、行政法规、部门规章或公司董事会规定的其他情况。 第三条 公司总经理的职权 公司总经理向董事会负责，行使下 ...