11月4日，联美控股盘中下跌2.07%，截至10:44，报8.03元/股，成交1.38亿元，换手率0.75%，总市值 181.71亿元。 联美控股所属申万行业为：公用事业-电力-热力服务。所属概念板块包括：氢能源、分拆概念、MSCI 中国、融资融券、节能环保等。 截至9月30日，联美控股股东户数5.02万，较上期增加114.38%；人均流通股45053股，较上期减少 53.35%。2025年1月-9月，联美控股实现营业收入21.56亿元，同比减少6.19%；归母净利润5.43亿元，同 比增长6.88%。 分红方面，联美控股A股上市后累计派现40.44亿元。近三年，累计派现16.34亿元。 资金流向方面，主力资金净流出3056.42万元，特大单买入285.49万元，占比2.06%，卖出815.75万元， 占比5.89%；大单买入1473.93万元，占比10.65%，卖出4000.09万元，占比28.90%。 联美控股今年以来股价涨45.13%，近5个交易日跌8.02%，近20日跌20.10%，近60日涨28.69%。 今年以来联美控股已经4次登上龙虎榜，最近一次登上龙虎榜为9月30日，当日龙虎榜净买入-2340 ...

2025年资本市场科技赛道喜讯频传，继国产GPU领军企业摩尔线程获证监会注册批复后，国内企业级 SSD领域龙头大普微电子(简称"大普微")已完成深交所首轮IPO问询函回复，向创业板上市稳步迈进。作 为大普微的间接投资方，联美控股年内有望收获第二个IPO项目，其科技投资版图的战略价值正逐步显 现。 大普微：创业板未盈利上市"首单样本"闯关问询 2025年6月27日，大普微成为创业板第三套上市标准启用后首家获受理的未盈利企业。此次回复深交所 首轮问询函，标志着这家存储芯片企业在上市进程中跨越关键门槛。作为国内企业级SSD领域的领军 者，大普微自2016年成立以来便聚焦数据中心企业级SSD产品的研发、设计与销售，凭借主控芯片、固 件算法到模组设计的"全栈自研"能力，构建起完整技术链条，实现PCIe 3.0至PCIe 5.0产品全覆盖，其自 主研发主控芯片出货量占比高于行业平均水平，填补了国内高端企业级存储主控芯片领域的空白。依托 核心技术优势，公司积累了Google、腾讯、阿里巴巴及三大运营商等优质客户资源，2023年以6.4%的 市场份额位列国内企业级SSD市场第四位。 联美控股：科技投资迎来收获期，双轮驱动显成 ...

证券代码：600167 证券简称：联美控股 公告编号：2025-046 联美量子股份有限公司 关于子公司募集资金账户被冻结的公告 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： ●案件所处的诉讼阶段：法院已受理，尚未开庭。 ●上市公司子公司所处的当事人地位：被告 ●涉案金额：合计约 3,137,516.21 元 ●是否会对上市公司损益产生负面影响：目前案件尚未开庭，尚不能判断本 次诉讼案件对公司本期利润或期后利润等的影响。 公司正通过法律途径积极应诉，有信心维护公司合法权益。公司将根据相关 诉讼进展情况及时履行信息披露义务，敬请投资者注意投资风险。 一、本次诉讼的基本情况 （三）诉讼请求 1 、 要 求 被 告 支 付 货 款 共 计 3,137,516.21 元 及 延 迟 付 款 利 息 （ 以 3,137,516.21 元为基数，自 2025 年 6 月 30 日起至实际付款之日止，按一年期 贷款市场报价利率的四倍）。 2、本案诉讼费、保全费、保函费等由被告承担。 （四）基本案情 2025 年 3 ...

Core Insights - The company reported a revenue of 2.155 billion yuan and a net profit of 543 million yuan for the first three quarters of 2025, marking a year-on-year profit increase of 6.88% [1] Group 1: Business Performance - The company achieved steady growth in average heating area and network coverage, enhancing its market influence [1] - The company is focusing on clean heating and smart energy management, deepening its industrial layout in line with the "dual carbon" strategy and urban energy infrastructure upgrades [1] Group 2: Technological Advancements - The company has made significant advancements in its smart heating platform, which utilizes IoT architecture, cloud computing, and AI algorithms to create a four-level intelligent control system [3] - The platform effectively addresses heating time-space mismatch issues and enhances system efficiency while reducing pipeline losses [3] - Real-time data management capabilities have been established, allowing for precise control and monitoring of heating parameters [3] Group 3: Environmental Initiatives - The company is committed to green low-carbon development, achieving a synergy between green growth and operational efficiency through continuous exploration in clean energy and deep carbon upgrades in traditional businesses [4] - Significant investments have been made to optimize traditional coal heating operations, incorporating efficient combustion technologies and advanced pollution control equipment [5] - The company has implemented intelligent monitoring systems for heating networks to minimize heat loss and enhance energy utilization efficiency [5]

2025年10月31日，联美控股(600167.SH)发布2025年三季报。 公司摊薄每股收益为0.24元。 公司最新总资产周转率为0.13次，在已披露的同业公司中排名第72，较去年同期总资产周转率持平，同比较去年同期下降3.28%。最新存货周转率为3.43 次，在已披露的同业公司中排名第83，较去年同期存货周转率减少0.37次，同比较去年同期下降9.74%。 公司股东户数为5.02万户，前十大股东持股数量为19.43亿股，占总股本比例为85.88%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | l | 联众新能源有限公司 | 52.9 | | 2 | 联美集团有限公司 | 17.2. | | 3 | 拉萨和泰装修有限公司 | 4.91 | | ব | 周泽亮 | 2.48 | | 5 | 周如明 | 2.40 | | 6 | 沈阳茵美诺德科技有限公司 | 1.61 | | 7 | 深圳鼎呈投资管理有限公司-鼎呈顶志私募证券投资基金 | 1.29 | | 8 | 深圳鼎呈投资管理有限公司-鼎呈鼎盛20号私募证券投资基金 | 1.17 | | g | ...

Core Viewpoint - Lianmei Holdings is a leading enterprise in the clean heating sector in China, focusing on comprehensive energy services and high-speed rail digital media advertising, with significant market presence due to its technological and scale advantages [1] Group 1: Business Performance - In Q3 2025, Lianmei Holdings reported revenue of 2.156 billion yuan, ranking 6th in the industry, surpassing the industry average of 1.865 billion yuan and the median of 810 million yuan, but lagging behind the top competitors [2] - The main business revenue composition includes heating and steam income of 1.416 billion yuan, accounting for 74.62%, and advertising revenue of 293 million yuan, accounting for 15.42% [2] - The net profit for the same period was 547 million yuan, ranking 2nd in the industry, only behind Xiexin Nengke, and significantly above the industry average of 174 million yuan and the median of 106 million yuan [2] Group 2: Financial Health - As of Q3 2025, Lianmei Holdings had a debt-to-asset ratio of 27.24%, lower than the previous year's 29.32% and the industry average of 43.74%, indicating strong debt repayment capability [3] - The gross profit margin for the same period was 33.30%, an increase from 31.90% year-on-year, and higher than the industry average of 22.05%, reflecting robust profitability [3] Group 3: Shareholder Information - As of June 30, 2025, the number of A-share shareholders decreased by 9.21% to 23,400, while the average number of circulating A-shares held per account increased by 10.14% to 96,600 [5] - The company is focusing on the clean heating sector, with stable demand and potential cost optimization due to declining coal prices, which may enhance profitability in the heating business [5] Group 4: Executive Compensation - The chairman, Su Zhuangqiang, received a salary of 600,000 yuan, unchanged from the previous year, while the president, Lu Chengsong, earned 360,200 yuan in 2024 [4] Group 5: Future Outlook - Analysts maintain profit forecasts for Lianmei Holdings, expecting net profits of 802 million yuan, 892 million yuan, and 932 million yuan for 2025 to 2027, with a dividend payout ratio of no less than 40% during this period [5] - The company is projected to achieve net profits of 836 million yuan, 930 million yuan, and 1.046 billion yuan for the same years, with a target price of 7.66 yuan based on a 20.7x PE ratio for 2025 [6]

Core Insights - Lianmei Quantum Co., Ltd. reported a slight decline in revenue for the first three quarters of 2025, totaling 2.155 billion yuan, while net profit attributable to shareholders increased by 6.88% to 543 million yuan [1] Group 1: Business Performance - The company focuses on urban clean heating services and has optimized its business layout through strategic partnerships and project acquisitions to enhance market share [1] - The implementation of a smart control pilot project for secondary pipelines marks a shift from traditional experience-based heating control to a modern data-driven approach [1] Group 2: Technological Innovation - Lianmei has developed the "Lianmei Smart Operation Platform," creating a complete technological closed loop from data perception to intelligent analysis and automatic execution [1] - The company aims for low-carbon, clean, and efficient development by exploring innovative clean energy technologies, contributing to the establishment of a modern energy system [1] Group 3: Urban Infrastructure Integration - Leveraging national funding for urban infrastructure updates, Lianmei integrates smart heating construction with urban renewal initiatives [2] - The company is upgrading traditional heating networks to smart heating networks equipped with sensing, analysis, and optimization capabilities through the installation of smart control devices and IoT sensor systems [2] - Lianmei actively participates in urban renewal and clean heating projects, expanding its heating coverage and solidifying its market leadership [2]

Core Insights - The company reported a revenue of 2,155,565,895.27 yuan for the first three quarters of 2025, representing a year-on-year decrease of 6.19% [1] - The net profit attributable to shareholders of the listed company was 543,176,799.75 yuan, showing a year-on-year increase of 6.88% [1] Financial Performance - Revenue for the first three quarters of 2025: 2,155,565,895.27 yuan, down 6.19% year-on-year [1] - Net profit for the same period: 543,176,799.75 yuan, up 6.88% year-on-year [1]

Core Insights - The company reported a revenue of 2.156 billion yuan for the first three quarters of 2025, representing a year-on-year decline of 6.19% [1] - The net profit attributable to shareholders reached 543 million yuan, showing a year-on-year increase of 6.88% [1] - The net profit excluding non-recurring items was 463 million yuan, reflecting a year-on-year decrease of 8.15% [1] - The basic earnings per share stood at 0.2442 yuan [1]

Core Viewpoint - In the third quarter of 2025, Lianmei Holdings (600167.SH) reported revenue growth and profit increase, driven by a dual focus on carbon reduction and efficiency enhancement in the clean energy sector [1][6]. Financial Performance - For the first three quarters of 2025, Lianmei Holdings achieved a revenue of 2.155 billion yuan and a net profit attributable to shareholders of 543 million yuan, representing a year-on-year growth of 6.88% [1][6]. Policy Environment - Since 2025, national policies have provided strong momentum for the development of the clean energy heating industry, including the release of the "Action Plan for High-Quality Development of the Heat Pump Industry" which aims for over 20% efficiency improvement in heat pump products by 2030 [2][6]. Clean Energy Strategy - Lianmei Holdings is focusing on technological innovation to drive the transition to clean energy, expanding into biomass energy, heat pumps, hydrogen energy, and energy storage while upgrading traditional coal heating operations to low-carbon models [2][6]. Biomass Energy Development - The company’s subsidiary, Jiangsu Lianmei Bioenergy Co., is a key player in the biomass energy sector, utilizing agricultural and forestry waste for integrated power generation and heating, thus contributing to local energy supply and waste management [3][6]. Heat Pump Technology - Lianmei Holdings is optimizing air-source heat pump applications to meet winter heating demands in cold regions, investing in R&D to enhance the conversion of low-grade heat to high-grade heat, thereby reducing reliance on fossil fuels [4][6]. Coal Heating Optimization - The company is upgrading its traditional coal heating business by investing in advanced combustion technologies and pollution control equipment, significantly reducing emissions of sulfur dioxide, nitrogen oxides, and particulate matter [5][6]. Future Outlook - Looking ahead, Lianmei Holdings plans to continue aligning with national energy policies, increasing investment in technology R&D and project implementation to further enhance its clean energy industry layout [6].