证券代码: 600105 证券简称: 永鼎股份 公告编号：临 2025-043 江苏永鼎股份有限公司 关于 2025 年半年度利润分配方案的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： ●每股分配比例：每股派发现金红利 0.035 元（含税）。 ●本次利润分配以实施权益分派股权登记日登记的总股本为基数，具体日期 将在权益分派实施公告中明确。 ●在实施权益分派的股权登记日前公司总股本发生变动的，拟维持每股分配 比例不变，相应调整分配总额，并将在相关公告中披露。 一、利润分配方案内容 1、公司拟向全体股东每股派发现金红利 0.035 元（含税）。截至 2025 年 6 月 30 日，公司总股本 1,461,994,802 股，以此计算合计拟派发现金红利 51,169,818.07 元（含税），占公司 2025 年半年度归属于上市公司股东净利润的 比例为 16.06%。 江苏永鼎股份有限公司（以下简称"公司"）2025 年半年度合并报表实现归 属于上市公司股东的净利润 318,525,231.94 元。 ...

永鼎股份(600105.SH)公告称，公司2025年半年度实现营业收入22.6亿元，同比增长24.07%；实现归母 净利润3.19亿元，同比增长917.66%。公司拟以权益分派实施之股权登记日总股本为基数，向全体股东 每10股派发现金红利0.35元（含税）。 ...

Group 1 - The CPO concept stocks in the A-share market experienced significant gains, with notable performances from various companies [1] - Robotech reached a 20% limit up, while Dekoli surged over 14% [1] - Other companies such as Zhongji Xuchuang and Juguang Technology saw increases of over 13% and 10% respectively [1] Group 2 - Cambridge Technology and Changfei Optical Fiber both hit the 10% limit up [1] - New Yisheng rose over 9%, while companies like Changxin Bochuang and Shijia Photon increased by over 8% [1] - Several other firms, including Hengtong Optical, Huimiao Technology, and Mingpu Optoelectronics, saw gains of over 6% [1]

Group 1 - The core viewpoint of the article highlights the performance of the Zhongzheng 2000 ETF Enhanced (159556), which rose by 0.77% to 1.184 yuan with a trading volume of 1.2689 million yuan as of the midday close on August 19 [1] - The fund's performance benchmark is the Zhongzheng 2000 Index return, managed by Ping An Fund Management Co., with a return of 17.65% since its establishment on December 27, 2023, and a return of 9.94% over the past month [1] Group 2 - The top holdings of the Zhongzheng 2000 ETF Enhanced include Zhenhua New Materials, which fell by 0.78%, Hengbao Co., which dropped by 3.70%, and Xinke Materials, which increased by 8.04% [1] - Other notable stock movements include Yongding Co. rising by 2.14%, Xuguang Electronics increasing by 0.89%, and Juguang Technology surging by 5.56%, while Huaitong Energy fell by 1.36% [1]

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300308 | 中际旭创 | -4.97 | 3.69 | -73036.49 | | 300502 | 新易盛 | -2.32 | 5.08 | -70772.52 | | 300620 | 光库科技 | 0.95 | 22.04 | -69180.40 | | 002384 | 东山精密 | -7.73 | 7.91 | -39352.30 | | 603228 | 景旺电子 | -8.94 | 5.69 | -36835.51 | | 688313 | 仕佳光子 | -8.30 | 8.69 | -35301.01 | | 300394 | 天孚通信 | -5.98 | 4.52 | -29101.39 | | 002281 | 光迅科技 | -2.06 | 5.95 | -27724.59 | | 600487 | 亨通光电 | -3.14 | 4.26 | -27149.48 | | 002436 | 兴森科技 | -4.46 | 7.8 ...

金融界消息 截至2025年8月14日收盘，永鼎股份（600105）报收于9.34元，上涨2.19%，换手率 13.05%，成交量190.76万手，成交金额17.73亿元。 通过天眼查大数据分析，江苏永鼎股份有限公司共对外投资了35家企业，参与招投标项目268次，专利 信息688条，此外企业还拥有行政许可92个。 来源：金融界 永鼎股份最新一期业绩显示，截至2025一季报，公司营业总收入8.78亿元、同比增长7.54%，归属净利 润2.90亿元，同比增长960.55%，扣非净利润2.91亿元，同比增长1230.70%，流动比率1.016、速动比率 0.848、资产负债率59.38%。 天眼查商业履历信息显示，江苏永鼎股份有限公司，成立于1994年，位于苏州市，是一家以从事电气机 械和器材制造业为主的企业。企业注册资本146199.4802万人民币，实缴资本146199.4802万人民币。公 司法定代表人为路庆海。 资金流向方面，今日主力资金净流入1.82亿元，占比成交额10.27%。其中，超大单净流入1.88亿元、占 成交额10.62%，大单净流出616.67万元、占成交额0.35%，中单净流出流出8223.4 ...

Investment Rating - The report gives a "Buy" rating for the company Yongding Co., Ltd. (600105.SH) [2] Core Views - Yongding Co., Ltd. is positioned to benefit from the integration of optical and electronic technologies, with significant growth potential in laser chip and high-temperature superconducting materials [5][8] - The company has diversified its operations beyond cable manufacturing to include automotive wiring harnesses, optical communication, power engineering, superconductors, and big data services, establishing itself as a comprehensive solution provider [5][8] - The report highlights the robust growth in the optical module industry and the potential for domestic superconductors to exceed 10 billion in market size [5][25] Summary by Sections Section 1: Development and Growth - Yongding Co., Ltd. has evolved from a single cable manufacturer to a multi-industry player, with projected revenue contributions from automotive wiring harnesses (29.3%), optical communication (27.1%), and power engineering (25.3%) in 2024 [5][8] - The company is focusing on the full industrial chain of optical communication, with significant investments in laser chips and superconducting materials [5][8] Section 2: Optical Module Industry - The optical module market is expected to grow at a CAGR of approximately 22% from 2024 to 2029, with domestic suppliers increasing their market share [51] - Major global tech companies are significantly increasing their capital expenditures, which is expected to drive demand for optical modules [49][51] Section 3: Laser Chip and Superconducting Material Expansion - Yongding Co., Ltd. is set to establish a domestic IDM laser chip factory, with an expected annual production capacity of 15 million photonic integrated chips [5][8] - The company plans to expand its production capacity for high-temperature superconducting materials to 20,000 km within the next 2-3 years [5][8] Section 4: Financial Forecast and Valuation - The company is projected to achieve net profits of 360.05 million, 140.73 million, and 209.56 million yuan for the years 2025, 2026, and 2027 respectively, with corresponding EPS of 0.25, 0.10, and 0.14 yuan [5][8] - The report emphasizes the company's strong financial performance and growth trajectory, driven by its diversified business model [5][8]

Core Viewpoint - The company is transitioning from a single cable manufacturer to a diversified integrated solution provider across multiple industries, including automotive wiring harnesses, optical communication, power engineering, superconductors, and big data services, with significant revenue contributions expected from these sectors in 2024 [1] Group 1: Company Developments - The company is the first private listed company in the domestic optical cable industry and has expanded its business scope significantly [1] - In 2024, the revenue contributions from automotive wiring harnesses, optical communication, and power engineering are projected to be approximately 29.3%, 27.1%, and 25.3% respectively [1] - The company is set to establish a domestic IDM laser chip factory through its subsidiary, expected to produce around 15 million photonic integrated chips annually after completion [3] Group 2: Industry Trends - The global optical module market is projected to grow at a CAGR of approximately 22% from 2024 to 2029, driven by major international tech companies increasing their capital expenditures [2] - The domestic superconducting market is expected to reach 13.92 billion by 2026, with significant applications in controlled nuclear fusion [2] - The second-generation superconducting materials REBCO show promising industrialization prospects due to their high irreversibility field and current density in liquid hydrogen and ammonia temperature ranges [2] Group 3: Future Projections - The company anticipates net profits attributable to shareholders of 360 million, 141 million, and 210 million for the years 2025, 2026, and 2027 respectively, with corresponding EPS of 0.25, 0.10, and 0.14 yuan [3] - The company plans to expand its superconducting strip production capacity to 20,000 km within the next 2-3 years, with an initial capacity of approximately 2,000 km expected by mid-2025 [3]

Group 1 - The core point of the announcement is that Yongding Co., Ltd. has provided significant external guarantees totaling 396,070.13 million yuan, with an actual guarantee balance of 260,053.20 million yuan, which represents 83.95% of the company's audited net assets as of the end of 2024 [1] - The company has provided guarantees to its controlling subsidiaries amounting to 295,690.13 million yuan, with an actual guarantee balance of 178,983.20 million yuan, accounting for 57.78% of the company's audited net assets as of the end of 2024 [1] - There are no overdue guarantees reported by the company [1]

证券代码：600105 证券简称:永鼎股份 公告编号：临 2025-040 江苏永鼎股份有限公司关于 为子公司申请年度银行授信提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示: ●被担保人名称及是否为上市公司关联人：金亭汽车线束（苏州）有限公司（以 下简称"苏州金亭"）、江苏永鼎电气有限公司（以下简称"永鼎电气"）、江苏永 鼎泰富工程有限公司（以下简称"永鼎泰富"）、江苏永鼎盛达电缆有限公司（以下 简称"永鼎盛达"）为上市公司合并报表范围内子公司，不存在其他关联关系。 ●本次担保金额及已实际为其提供担保的余额： 1、本次为全资子公司苏州金亭申请银行授信提供担保，担保额为人民币 1,200.00 万元，本公司已实际为其提供担保的余额 28,500.00 万元人民币<含本次>。 2、本次为全资子公司永鼎电气申请银行授信提供担保，担保额为人民币 1,000.00 万元，本公司已实际为其提供担保的余额 12,000.00 万元人民币<含本次>。 3、本次为控股子公司永鼎泰富申请银行授信提供担保，担 ...