Core Insights - In total, 10 companies released their semi-annual reports for 2025 on August 6, with all reporting year-on-year net profit growth, and 9 showing revenue growth, while 1 company experienced a decline in revenue [1] - Among these companies, 9 achieved simultaneous growth in both net profit and revenue, with two companies reporting a doubling of their performance, the highest being Nanji Guang with a net profit increase of 982.43% [1] Company Performance Summary - **Nanji Guang (300940)**: - Earnings per share: 0.3274 - Net profit: 72.89 million - Net profit growth: 982.43% - Revenue: 397.51 million - Revenue growth: 244.67% [1] - **Hui Sheng (300871)**: - Earnings per share: 0.6622 - Net profit: 117.18 million - Net profit growth: 325.88% - Revenue: 822.20 million - Revenue growth: 88.45% [1] - **Siwei Liekong (603508)**: - Earnings per share: 0.8000 - Net profit: 303.55 million - Net profit growth: 59.76% - Revenue: 689.19 million - Revenue growth: 23.35% [1] - **Zhongchong (002891)**: - Earnings per share: 0.6841 - Net profit: 203.05 million - Net profit growth: 42.56% - Revenue: 2432.19 million - Revenue growth: 24.32% [1] - **Haiguangxin (688041)**: - Earnings per share: 0.5200 - Net profit: 1201.45 million - Net profit growth: 40.78% - Revenue: 5464.24 million - Revenue growth: 45.21% [1] - **Dongmu (600114)**: - Earnings per share: 0.4200 - Net profit: 260.91 million - Net profit growth: 37.61% - Revenue: 2929.74 million - Revenue growth: 24.51% [1] - **Jinaobo (002917)**: - Earnings per share: 0.2534 - Net profit: 86.73 million - Net profit growth: 20.91% - Revenue: 82.48 million - Revenue growth: 10.47% [1] - **Changhonghua (000404)**: - Earnings per share: 0.3696 - Net profit: 257.26 million - Net profit growth: 13.42% - Revenue: 6627.89 million - Revenue growth: -1.52% [1] - **Jiuzhou Pharmaceutical (603456)**: - Earnings per share: 0.5900 - Net profit: 525.83 million - Net profit growth: 10.70% - Revenue: 2870.95 million - Revenue growth: 3.86% [1] - **Jiahua Energy (600273)**: - Earnings per share: 0.4301 - Net profit: 580.59 million - Net profit growth: 9.64% - Revenue: 5006.31 million - Revenue growth: 8.31% [1]

财报披露季，机构最新持股动向逐渐明朗。二季度末养老金账户出现在宏发股份、东睦股份、海信家电 前十大流通股东榜。 基本养老保险基金八零七组合、基本养老保险基金一五零二二组合为宏发股份第九、第七大流通股东， 合计持股量为2822.27万股，占流通股比例1.93%。基本养老保险基金一二零五组合为东睦股份第六大流 通股东，持股量为626.64万股，占流通股比例1.02%。基本养老保险基金一二零四组合为海信家电第十 大流通股东，持股量为459.61万股，占流通股比例0.50%。（数据宝） 养老金持股明细 （文章来源：证券时报网） | 代码 | 简称 | 持股量（万股） | 环比（%） | 占流通股比例（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 600885 | 宏发股份 | 2822.27 | 64.93 | 1.93 | 电力设备 | | 600114 | 东睦股份 | 626.64 | 43.23 | 1.02 | 机械设备 | | 000921 | 海信家电 | 459.61 | 新进 | 0.50 | 家用电器 | ...

Group 1 - As of August 6, pension funds have appeared among the top ten circulating shareholders of Dongmu Co., holding a total of 6.2664 million shares valued at 127 million yuan [1] - In the second quarter, pension funds were present in the top ten circulating shareholders of three stocks, with a total holding of 39.0852 million shares valued at 875 million yuan [1] - The stocks with the highest holdings by pension funds include Hongfa Co. (28 million shares), Dongmu Co. (6 million shares), and Hisense Home Appliances (5 million shares) [1] Group 2 - The industry distribution of pension fund holdings is primarily concentrated in household durable goods, machinery, and electrical equipment, with one stock in each category [1] - The market value of the three stocks held by pension funds exceeds 100 million yuan, with Hongfa Co. leading at 630 million yuan, followed by Dongmu Co. at 127 million yuan and Hisense Home Appliances at 118 million yuan [1]

2025年8月6日，东睦股份(600114.SH)发布2025年中报。 公司最新资产负债率为54.74%。 公司最新毛利率为23.72%，较去年同期毛利率减少0.72个百分点。最新ROE为9.06%。 公司摊薄每股收益为0.42元。 公司最新总资产周转率为0.39次。最新存货周转率为2.05次。 公司股东户数为3.65万户，前十大股东持股数量为2.14亿股，占总股本比例为34.65%，前十大股东持股 情况如下： 公司营业总收入为29.30亿元。归母净利润为2.61亿元。经营活动现金净流入为4.93亿元。 | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | T | 睦特殊金属工业株式会社 | 10.62% | | 2 | 宁波金广投资股份有限公司 | 8.29% | | 3 | 宁波新金广投资管理有限公司 | 4.86% | | 4 | 香港中央结算有限公司 | 4.48% | | 5 | 张京海 | 1.87% | | 6 | 基本养老保险基金一二零五组合 | 1.02% | | 7 | 国寿安保基金-中国人寿保险股份有限公司-分红险-国寿安保基金国寿股份均衡股 票型组合单一 ...

2025年8月6日，东睦股份(600114.SH)发布2025年半年度报告。截至2025年8月05日，共有29个机构投资 者披露持有东睦股份A股股份，合计持股量达2.10亿股，占东睦股份总股本的34.10%。其中，前十大机 构投资者包括睦特殊金属工业株式会社、宁波金广投资股份有限公司、宁波新金广投资管理有限公司、 香港中央结算有限公司、基本养老保险基金一二零五组合、国寿安保基金-中国人寿保险股份有限公司- 分红险-国寿安保基金国寿股份均衡股票型组合单一资产管理计划(可供出售)、招商银行股份有限公司- 南方中证1000交易型开放式指数证券投资基金、招商银行股份有限公司-易方达品质动能三年持有期混 合型证券投资基金、国寿安保智慧生活股票A、易方达改革红利混合，前十大机构投资者合计持股比例 达33.01%。相较于上一季度，前十大机构持股比例合计上涨了4.75个百分点。 养老金视角，本期较上一期持股增加的养老金基金共计1个，即基本养老保险基金一二零五组合，持股 增加占比达0.3%。 公募基金方面，本期较上一期持股增加的公募基金共计5个，包括易方达改革红利混合、易方达品质动 能三年持有混合A、华泰柏瑞消费成长混合、国寿 ...

Core Viewpoint - The company has conducted its 2025 second extraordinary general meeting and the ninth board of directors' first meeting, resulting in the election of new board members and the approval of various resolutions related to company governance and investment plans [20][27][28]. Group 1: Company Overview - The company is named Dongmu New Materials Group Co., Ltd. and is listed under the stock code 600114 [1]. - The company has confirmed that the content of its announcements is accurate and complete, with no false statements or omissions [4][14]. Group 2: Financial and Investment Decisions - The board approved a total investment of up to 56 million yuan for technological transformation projects in 2025, which includes an additional authorization of 16 million yuan on top of a previously approved 40 million yuan [6]. - The company has established a wholly-owned subsidiary, Shanxi Dongmu Magnetic Electric Co., Ltd., to implement a project for producing 60,000 tons of soft magnetic materials [15]. Group 3: Board and Management Changes - The ninth board of directors consists of eight directors elected during the extraordinary general meeting, with a term of three years from August 5, 2025, to August 5, 2028 [23][30]. - Zhu Zhirong was elected as the chairman of the ninth board, and other key management positions were filled, including the appointment of Xiao Yajun as the board secretary [28][35][56]. Group 4: Regulatory Compliance - The company has ensured that all meetings and resolutions comply with the Company Law and its own articles of association, with legal opinions confirming the validity of the proceedings [24][42].

Core Viewpoint - The report highlights the financial performance and operational developments of Dongmu New Materials Group Co., Ltd. for the first half of 2025, showcasing significant growth in revenue and net profit, driven by advancements in powder metallurgy technology and strategic partnerships in the automotive and consumer electronics sectors [2][3][9]. Company Overview and Financial Indicators - Dongmu New Materials Group Co., Ltd. reported a revenue of approximately 2.93 billion RMB for the first half of 2025, representing a 24.51% increase compared to the same period last year [3]. - The total profit for the period reached approximately 342 million RMB, marking a 54.68% increase year-on-year [3]. - The net profit attributable to shareholders was approximately 261 million RMB, reflecting a 37.61% increase compared to the previous year [3]. - The net cash flow from operating activities surged by 252.25%, amounting to approximately 493 million RMB [3]. Industry and Main Business Situation - The company operates in the powder metallurgy (PM) industry, which is characterized by advanced metal forming technologies that offer energy savings, material efficiency, and environmental benefits [4][5]. - The automotive sector remains a key market, with automotive parts sales accounting for 75.14% of the company's P&S main business revenue, amounting to approximately 948 million RMB, a year-on-year increase of 12.71% [4]. - The company’s SMC technology platform experienced a revenue decline of 2.68%, primarily due to intense market competition leading to price reductions [5]. Market Trends and Opportunities - The Chinese automotive industry showed robust growth in the first half of 2025, with production and sales increasing by 12.5% and 11.4%, respectively, and a significant rise in the production and sales of new energy vehicles (NEVs) [4]. - The demand for precision gears in the robotics industry presents new opportunities for the company’s P&S and MIM technologies, as these methods are well-suited for manufacturing high-precision components [5][6]. - The rapid development of AI and high-power computing requirements in data centers is creating substantial market demand for the company's soft magnetic composite materials [6][7]. Financial Performance Analysis - The company achieved a main business revenue of approximately 2.91 billion RMB, with P&S, SMC, and MIM segments contributing 1.26 billion RMB, 444 million RMB, and 1.21 billion RMB, respectively [9]. - The increase in revenue is attributed to higher sales from the MIM technology platform, which saw a 57.26% year-on-year growth [9]. - The company’s focus on cost reduction and efficiency improvements has positively impacted its profit margins and overall financial health [9]. Competitive Advantages - The company has established a strong R&D foundation with a national-level technology center and numerous patents, enhancing its competitive edge in the PM industry [10][11]. - The implementation of lean production practices and advanced information systems has improved operational efficiency and product quality [11][12]. - The company has built a robust market presence in various sectors, including automotive, consumer electronics, and renewable energy, leveraging its technological capabilities and customer relationships [12][13].

公司应当根据重要性原则，说明报告期内公司经营情况的重大变化，以及报告期内发生的对公司 经营情况有重大影响和预计未来会有重大影响的事项 □适用 √不适用 东睦新材料集团股份有限公司 2025 年半年度报告摘要 公司代码：600114 公司简称：东睦股份 东睦新材料集团股份有限公司 东睦新材料集团股份有限公司 2025 年半年度报告摘要 第一节 重要提示 展规划，投资者应当到 www.sse.com.cn 网站仔细阅读半年度报告全文。 在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 不适用 第二节 公司基本情况 公司股票简况 股票种类 股票上市交易所 股票简称 股票代码 变更前股票简称 A股 上海证券交易所 东睦股份 600114 宁波东睦、G东睦 联系人和联系方式 董事会秘书 证券事务代表 姓名 肖亚军 唐佑明 电话 0574-87841061 0574-87841061 浙江省宁波市鄞州工业园区景江路 浙江省宁波市鄞州工业园区景江路 办公地址 电子信箱 johnway@pm-china.com tangym@pm-china.com 单位：元 币种：人民币 本报告期末比上年 本报告期末 上年度 ...

Group 1 - The company held its 19th meeting of the 8th Board of Directors on August 5, 2025, with all 9 directors present, and the meeting complied with relevant laws and regulations [1] - The Board approved the full text and summary of the 2025 semi-annual report with a unanimous vote of 9 in favor [2] - The Board approved an increase in the 2025 technical transformation investment budget to no more than 400 million yuan, allowing the general manager to implement specific investment projects [2][3] Group 2 - The Board approved the establishment of a market value management system for the company, with a unanimous vote of 9 in favor [3] - The Board approved the revision of the information disclosure management system, also with a unanimous vote of 9 in favor [3] - The Board agreed to adjust the board members of Shanghai Fuchi High-Tech Co., Ltd., appointing three new directors while keeping the rest unchanged, with a unanimous vote of 9 in favor [4]

NBTM NEW MATERIALS GROUP Co., Ltd. 第九届董事会第一次会议决议公告 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。 一、董事会会议召开情况 证券代码：600114 股票简称：东睦股份 编号：2025-071 东睦新材料集团股份有限公司 东睦新材料集团股份有限公司（以下简称"公司"）于2025年8月5日 召开了2025年第二次临时股东会，会议选举产生了公司第九届董事会8名 董事，并与公司工会委员会扩大会议民主选举产生的1名职工代表董事共 同组成了公司第九届董事会。经协商，公司第九届董事会第一次会议于 事9人，实际出席会议董事9人。朱志荣先生主持了本次会议，公司全体候 选高管人员列席了本次会议。会议的召开符合《中华人民共和国公司法》 （以下简称《公司法》）和《东睦新材料集团股份有限公司章程》（以下 简称"公司章程"）的有关规定。 委员：楼玉琦先生、郭灵光先生 二、董事会会议审议情况 全体董事对本次董事会会议的议案进行了审议，经表决形成如下决 议： （一）审议通过《关于选举公司第九届董事会董 ...