莲花控股（SH 600186，收盘价：6.15元）8月4日晚间发布公告称，截至2025年7月31日，公司以集中竞 价交易方式累计回购公司股份数量约为2497万股，占公司目前总股本的比例为1.39%，成交最高价为 6.05元/股，成交最低价为4.29元/股，支付总金额为人民币约1.25亿元。 （文章来源：每日经济新闻） 2024年1至12月份，莲花控股的营业收入构成为：食品制造业占比96.86%，算力服务占比3.05%，其他 业务占比0.09%。 ...

格隆汇8月4日丨莲花控股(600186.SH)公布，截至2025年7月31日，公司以集中竞价交易方式累计回购公 司股份数量为2496.76万股，占公司目前总股本的比例为1.39%，成交最高价为6.05元/股，成交最低价为 4.29元/股，支付总金额为人民币1.25亿元（不含交易费用）。 ...

| 回购方案首次披露日 | 2024/10/31 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2024 年 10 月 | 10 | 月 | 30 | 日~2025 | 年 | 29 日 | | 预计回购金额 | 11,000万元~15,000万元 | | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | | | | | | □用于转换公司可转债 | | | | | | | | | □为维护公司价值及股东权益 | | | | | | | | 累计已回购股数 | 24,967,600股 | | | | | | | | 累计已回购股数占总股本比例 | 1.39% | | | | | | | | 累计已回购金额 | 124,849,586.63元 | | | | | | | | 实际回购价格区间 | 4.29元/股~6.05元/股 | | | | | | | 一、回购股份的基本情况 公司于 2024 年 10 月 30 日召开第九届董事会第二十三次会议，审议通 ...

二是围绕一个战略中心，深耕消费+科技两大方向，做好三大场景结合，强化业务和支持保障体系四统一，深化五大职能 协同，提升六大维度创新。 莲花控股副董事长、首席执行官李斌表示，下半年要重点做好三方面工作：一是要深入优化产品结构。在持续巩固扩大优 势产品基础上，加快在新产品研发和销售推广方面取得更大突破，大幅提升新产品的占有率和美誉度；二是要强化业务协同。 有力推进线上线下，国内国际，研发销售这三大场景的协同协作取得显著成效；三是要继续深化改革。打造更加科学、完善、 高效、有力的"产供销储运"体系。 对于下半年和未来发展规划，莲花控股董事长李厚文提出三点要求： 一是深入推进消费+科技"双轮驱动"战略不动摇，在消费板块，聚焦调味品、水饮产品及食品等领域，并重点巩固扩大调 味品板块现有优势。在科技板块，将重点围绕算力、算法、智能体和半导体材料、新能源材料等相关业务领域，创新业务模 式，强化自主研发能力，提升企业核心竞争力。 本报讯 （记者肖艳青）7月31日，莲花控股股份有限公司（以下简称"莲花控股"）召开2025年年中工作会议，对上半年经 营工作进行全面总结，并分析研究当前经营发展形势，对下半年重点工作进行部署。 据悉 ...

天眼查商业履历信息显示，莲花控股股份有限公司，成立于1998年，位于周口市，是一家以从事食品制 造业为主的企业。企业注册资本179325.1141万人民币，实缴资本23547万人民币。公司法定代表人为李 厚文。 通过天眼查大数据分析，莲花控股股份有限公司共对外投资了24家企业，参与招投标项目154次，知识 产权方面有商标信息191条，专利信息37条，此外企业还拥有行政许可53个。 来源：金融界 金融界消息 截至2025年7月31日收盘，莲花控股（600186）报收于6.18元，上涨1.81%，换手率5.42%， 成交量96.90万手，成交金额5.98亿元。 资金流向方面，今日主力资金净流入5833.01万元，占比成交额9.76%。其中，超大单净流入4067.73万 元、占成交额6.81%，大单净流入1765.28万元、占成交额2.95%，中单净流出流出165.01万元、占成交 额0.28%，小单净流出5668.00万元、占成交额9.49%。 莲花控股最新一期业绩显示，截至2025一季报，公司营业总收入7.94亿元、同比增长37.77%，归属净利 润1.01亿元，同比增长105.19%，扣非净利润1.00亿元， ...

Group 1: Company Performance Highlights - Jiangfeng Electronics (300666.SZ) achieved a revenue of 3.605 billion CNY in 2024, a year-on-year increase of 38.57%[9] - Lianhua Holdings (600186.SH) is expected to see a revenue growth of 35.09% from 2025 to 2027, with net profits projected at 335 million CNY in 2025[19] - Meige Intelligent (002881.SZ) forecasts revenues of 3.786 billion CNY in 2025, with net profits of 229 million CNY[22] - Foxit Software (688095.SH) anticipates a net profit of 33 million CNY in 2025, with a significant increase in subscription revenue[25] - Lanjian Intelligent (688557.SH) expects net profits of 162 million CNY in 2025, with a projected EPS of 1.59 CNY[34] - Western Mining (601168.SH) reported a revenue of 31.619 billion CNY in H1 2025, a year-on-year increase of 26.59%[36] Group 2: Market Trends and Opportunities - The global market for semiconductor precision components is projected to reach approximately 428.8 billion CNY by 2025, with China's market growing faster than the global average[12] - The AI and big data sectors are driving rapid growth in computing power demand, with the Chinese intelligent computing market expected to reach 1,037.3 EFLOPS by 2025[17] - The smart connected vehicle market is projected to grow from 2.3 billion CNY in 2020 to 5 billion CNY by 2024, with a compound annual growth rate of 21%[21] - The Chinese seasoning market is expected to continue expanding due to the rise of pre-packaged meals and digital marketing strategies[15]

莲花控股股份有限公司 关于转型算力业务相关进展情况的公告 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600186 证券简称：莲花控股 公告编号：2025一055 ■ 截至2025年7月29日，根据莲花紫星、新疆莲花紫星、紫星探索前期签订的算力服务合同及软件服务合 同，本月回款共计1,505.07万元。 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法律责任。 莲花控股股份有限公司（以下简称"公司"）于2023年11月29日收到中国证券监督管理委员会河南监管局 （以下简称"河南证监局"）《关于对莲花健康产业集团股份有限公司采取出具警示函及责令公开说明措 施的决定》（行政监管措施决定书〔2023〕65号）（以下简称"《决定书》"）。现根据《决定书》的要 求对公司本月算力业务相关进展情况说明如下： 一、算力服务器及相关设备采购、到货情况 ■ 二、算力服务器租赁业务开展情况 ■ 三、软件服务业务开展情况 四、开展算力业务金融机构融资情况 ■ 公司将严格履行信息披露义务，及时公告应予披露的重要事项，确保披露信息的真实性、准确性、 ...

证券代码：600186 证券简称：莲花控股 公告编号：2025—055 | 序 | 合同签订 | 客户 | 合同内容 | 合同期限 | | 合同金额 | 交付情 | 累计回 款情况 | 变化 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | 时间 | | | | | （万元） | 况 | （万元） | 情况 | | 1 | 2025.7.24 | DⅫ公司 | 台 服务 1 GPU | 自服务计 费之日起 | | | 未交付 | | 本月 | | | | | 器算力服务 | | 1 | 6.36 | | 3.18 | 新增 | | | | | | 年 | | | | | | | | | | 台 服务 6 GPU | 2025.7.17-2 | | | | | 本月 | | 2 | 2025.7.11 | EⅠ公司 | | | | 194.4 | 已交付 | 97.2 | | | | | | 器算力服务 | 026.1.16 | | | | | 新增 | | | | 公司 | 台 服务 4 GPU | 2025.7.1-2 ...

Economic Overview - In June, the profit of large-scale industrial enterprises in China decreased by 4.3% year-on-year, with a total profit of 715.58 billion yuan, showing a narrowing decline compared to May's 5.1% drop [1] - The Ministry of Agriculture and Rural Affairs released a plan to promote agricultural product consumption, focusing on optimizing supply, innovating circulation, and activating market demand [1] - The U.S. and EU reached a new trade agreement, with the U.S. imposing a 15% tariff on EU products and the EU committing to invest an additional $600 billion in the U.S. [1] - The National Development and Reform Commission announced the issuance of 69 billion yuan in special bonds to support the consumption of old goods [1] - The Ministry of Finance reported a slight decline in public budget revenue by 0.3% year-on-year, while expenditures increased by 3.4% [1] Agricultural Sector - The Ministry of Agriculture's plan aims to enhance the supply of high-quality agricultural products and improve market satisfaction through better quality and branding [1] - The agricultural sector is expected to benefit from increased consumer demand for diverse and high-quality products [1] Robotics Industry - Wuhan Investment Holding Group and partners are establishing a 10 billion yuan fund to invest in humanoid robotics, focusing on core technologies and applications in various sectors [1][6] Pharmaceutical Industry - The National Medical Products Administration reported a significant increase in the approval of innovative drugs and medical devices, with approvals for 43 innovative drugs and 45 medical devices in the first half of the year, marking increases of 59% and 87% respectively [1][9] Silver Market - The global silver market is entering a new phase of structural supply-demand gap expansion, with industrial demand being the primary driver [7] - Silver demand is projected to grow from 31,241 tons in 2019 to 36,207 tons by 2024, with industrial silver demand increasing significantly [8][10] - The electronic and electrical sectors are the largest consumers of silver, with demand expected to rise due to growth in the photovoltaic and automotive industries [9][13] Construction and Infrastructure - The commencement of the Yarlung Tsangpo River hydropower station project signals increased government investment in infrastructure, with an estimated total investment of 1.2 trillion yuan [19][20] - The project is expected to significantly boost demand for construction materials, particularly cement and steel, benefiting local companies [20] E-commerce and Food Industry - Lotus Holdings is expanding into the smart computing sector while maintaining its core business in seasoning products, capitalizing on the growing demand for convenience foods [24][25] - The company is leveraging digital marketing and e-commerce platforms to enhance brand visibility and sales [25][26] Logistics and Delivery Sector - The express delivery industry in China saw a 15.8% year-on-year increase in business volume in June, with significant differentiation in growth rates among major companies [30][31] - The ongoing focus on reducing internal competition may lead to a stabilization of pricing strategies in the logistics sector [31]

Investment Rating - The industry investment rating is "positive," indicating a relative performance stronger than the market benchmark index by over 5% [33]. Core Insights - The global silver market has entered a new phase of structural supply-demand gap expansion, with signs of a rightward shift in the demand curve [1]. - Industrial demand is the primary component of silver demand, accounting for 58.5% of the total demand in 2024, with a total global silver demand projected at 36,207 tons [1][2]. - The compound annual growth rate (CAGR) for global silver demand from 2019 to 2024 is 3%, with industrial silver demand growing at a CAGR of 5.4% during the same period [2]. - The electronic and electrical sectors are the main drivers of industrial silver demand, with the photovoltaic industry being a significant contributor [3][5]. Summary by Sections Silver Demand Composition - In 2024, silver demand is composed of industrial demand (21,165 tons, 58.5%), jewelry (6,491 tons, 17.9%), and physical investment (5,939 tons, 16.4%) [1]. - The demand from the silverware and photography sectors is relatively minor, at 1,684 tons (4.7%) and 792 tons (2.2%) respectively [1]. Industrial Silver Demand Growth - From 2019 to 2024, industrial silver demand increased from 16,281 tons to 21,165 tons, contributing 98% to the total growth in silver demand during this period [2]. - The electronic and electrical sector's silver demand is projected to reach 14,323 tons in 2024, accounting for 67.7% of industrial silver demand [3]. Photovoltaic Industry Impact - The shift from P-type to N-type solar cells is expected to increase silver consumption in the photovoltaic sector, with N-type cells requiring significantly more silver per gigawatt [6]. - The projected silver consumption in the photovoltaic sector for 2025-2027 is expected to grow steadily, reaching 6,552 tons, 7,128 tons, and 7,500 tons respectively [6]. Automotive Sector Contribution - The growth of the new energy vehicle sector is anticipated to further drive silver demand, with projected consumption in the automotive sector reaching 2,566 tons, 2,799 tons, and 2,926 tons from 2025 to 2027 [7]. Overall Silver Demand Forecast - The global silver demand is expected to grow at a CAGR of 2.9% from 2024 to 2027, reaching 39,457 tons by 2027, with industrial demand's share increasing from 58.5% to 59.7% [9]. - The supply-demand gap for silver is projected to widen, with supply growth expected to lag behind demand growth, leading to a tightening market [9].