Group 1 - iFlytek expects a significant reduction in losses for the first half of 2025, with projected revenue growth of 15%-20% and net profit growth of 30%-50% compared to the same period last year [1][2] - The company anticipates a gross profit increase of over 600 million yuan, with total sales receipts around 10.3 billion yuan, reflecting a year-on-year increase of approximately 1.3 billion yuan [1][2] - iFlytek's strategic focus on artificial intelligence and continuous investment in R&D, which constitutes about 20% of revenue, has led to healthy growth in its core business, particularly in the consumer sector [2][3] Group 2 - Seres expects a net profit increase of 66.20% to 96.98% for the first half of 2025, with projected net profit between 2.7 billion to 3.2 billion yuan [4] - The company's performance is attributed to its commitment to a software-defined vehicle strategy and the successful launch of new products in the second quarter of 2025 [4] Group 3 - WuXi AppTec anticipates a 44.43% increase in adjusted net profit for the first half of 2025, with expected revenue of approximately 20.8 billion yuan, a year-on-year growth of about 20.64% [5][6] - The growth is driven by the company's focus on its integrated CRDMO business model and the successful sale of part of its stock in WuXi XDC Cayman Inc., contributing an estimated gain of 3.21 billion yuan [6] Group 4 - China Shipbuilding expects a net profit increase of 98.25% to 119.49% for the first half of 2025, with projected net profit between 2.8 billion to 3.1 billion yuan [10] - The company has benefited from improved order structures and effective cost control, leading to significant revenue growth [10] Group 5 - Huadian Power anticipates a net profit increase of 62.62% to 70.22% for the first half of 2025, with projected net profit between 642 million to 672 million yuan [20] - The growth is attributed to effective cost reduction strategies and stable production processes [20] Group 6 - Lotus Holdings expects a net profit increase of 58.67% to 68.59% for the first half of 2025, with projected net profit between 160 million to 170 million yuan [21] - The company's new product development and sales have shown significant results, particularly in the new retail sector [21] Group 7 - Dongyangguang anticipates a net profit increase of 157.48% to 192.81% for the first half of 2025, with projected net profit between 583 million to 663 million yuan [28] - The company is accelerating its strategic layout in the intelligent computing and humanoid robot sectors, which has begun to yield revenue [28] Group 8 - Walden Materials expects a net profit of 545 million to 587 million yuan for the first half of 2025, reflecting a year-on-year growth of 30% to 40% [29] - The growth is driven by increased market demand across various product lines, including electronic materials and new energy vehicles [29] Group 9 - Sanmei Holdings anticipates a net profit increase of 146.97% to 171.67% for the first half of 2025, with projected net profit between 948 million to 1.042 billion yuan [30] - The company benefits from a favorable competitive landscape and rising demand for its fluorinated refrigerants [30]

Core Viewpoint - Lianhua Holdings expects significant growth in net profit for the first half of 2025, driven by increased product sales and operational efficiency [1][2] Financial Performance - The company anticipates a net profit attributable to shareholders of between 160 million to 170 million yuan, representing a year-on-year increase of 58.67% to 68.59% [1] - The expected net profit after deducting non-recurring items is projected to be between 162 million to 172 million yuan, with a growth of 59.13% to 68.95% year-on-year [1] Business Strategy - Lianhua Holdings has implemented a "brand revival strategy" focusing on core business development and innovation in new products, models, and channels [1] - The company has successfully launched new health-oriented seasoning products, with significant sales growth in new retail business [2] Product Development - The company emphasizes a "green, natural, and low" product development philosophy, introducing products like Lianhua Matsutake Fresh and Lianhua Soy Sauce, with some new products seeing revenue growth exceeding 100% year-on-year [2] - New beverage products, including Lianhua 1983 Red Bean and Job's Tears Water, have gained popularity and maintained high sales growth rates [2] Technological Innovation - Lianhua Holdings has launched the Lianhua Zixing Intelligent All-in-One Machine, integrating DeepSeek-R1 model to create comprehensive domestic solutions for various sectors [2] - The company is expanding its revenue channels through the development of large model training and promotion services, targeting light asset operation markets [2] Market Positioning - Industry analysts note that Lianhua Holdings is adapting to market competition through self-reform and continuous innovation, which supports its performance growth [2]

Lotus Holdings 2025 Semi-Annual Performance Forecast [Current Period Performance Forecast](index=1&type=section&id=一、本期业绩预告情况) The company anticipates net profit attributable to shareholders for the first half of 2025 to range from **160 million RMB to 170 million RMB**, marking a significant year-on-year increase 2025 Semi-Annual Performance Forecast | Metric | 2025 H1 Forecast (million RMB) | 2024 H1 (million RMB) | Year-on-Year Growth Rate | | :--- | :--- | :--- | :--- | | **Net Profit Attributable to Parent** | 160.00 - 170.00 | 100.8372 | 58.67% - 68.59% | | **Net Profit Attributable to Parent (Excluding Non-Recurring Items)** | 162.00 - 172.00 | 101.8041 | 59.13% - 68.95% | - The performance forecast data has not been audited by an accounting firm[4](index=4&type=chunk) [Prior Period Performance Review](index=2&type=section&id=二、上年同期经营业绩和财务状况) In the first half of 2024, the company reported net profit attributable to parent of **100.8372 million RMB** and basic earnings per share of **0.0562 RMB** 2024 Semi-Annual Key Financial Data | Metric | Amount (million RMB) | | :--- | :--- | | Total Profit | 138.6803 | | Net Profit Attributable to Shareholders of Listed Company | 100.8372 | | Net Profit Attributable to Parent (Excluding Non-Recurring Items) | 101.8041 | | Earnings Per Share | 0.0562 RMB/share | [Primary Reasons for Performance Increase](index=2&type=section&id=三、本期业绩预增的主要原因) Significant performance growth is attributed to the successful "Brand Revitalization Strategy," strong new product sales, and enhanced operational efficiency through cost reduction - The company, guided by its "Brand Revitalization Strategy," accelerates the cultivation and development of new quality productive forces, continuously strengthening its main business[6](index=6&type=chunk) - Significant achievements in new product development and sales, with revenue growth exceeding **100%** for products such as Matsutake Fresh, Premium Brewed Soy Sauce, and compound seasonings[6](index=6&type=chunk) - The company experienced an increase in overall product sales volume and significant growth in sales revenue, while cost reduction and efficiency improvement measures enhanced net sales margin and operational efficiency[6](index=6&type=chunk) [Risk Warning](index=2&type=section&id=四、风险提示) The company confirms no significant uncertainties currently affect the accuracy of this performance forecast - The company has no significant uncertainties affecting the accuracy of this performance forecast[7](index=7&type=chunk) [Other Explanations](index=2&type=section&id=五、其他说明事项) The disclosed performance data is preliminary and unaudited, with final accurate financial data subject to the officially released 2025 semi-annual report - The above forecast data is a preliminary calculation by the company's finance department and has not been audited by a certified public accountant[8](index=8&type=chunk) - Investors are reminded that specific and accurate financial data will be subject to the company's officially disclosed 2025 semi-annual report, and to be aware of investment risks[8](index=8&type=chunk)

莲花控股（600186）公告，公司预计2025年上半年度实现归属于上市公司股东的净利润1.6亿元至1.7亿 元，与上年同期相比，将增加5916.28万元至6916.28万元，同比增长58.67%至68.59%。实现归属于上市 公司股东的扣除非经常性损益的净利润1.62亿元至1.72亿元，与上年同期相比，将增加6019.59万元至 7019.59万元，同比增长59.13%至68.95%。 ...

报告期内公司财务费用较高。子公司莲花紫星主要通过外部融资开展算力服务业务。自2023年末至2024 年末，公司共发生外部借款5.09亿元(不含提前归还借款)，2024年度财务费用为2613.24万元，其中利息 费用为2628.04万元，公司借款年化利率为5.35%至7.5%。不考虑借款期间，以当年度利息/外部借款总 额计算得公司平均资本成本为5.13%。 2024年末莲花控股持有的固定资产主要为大型服务器、显卡、网卡、交换机、光模块等，账面原值合计 6.38亿元，账面净值合计5.9亿元。根据相关规定，公司对持有的固定资产进行了减值测试。经评估测 算，公允价值减去处置费用后的净额为5.79亿元，预计未来现金流量的现值为5.74亿元，可收回金额为 5.79亿元，即报告期产生资产减值损失1125.68万元。 该公司表示，本次减值主要系因型号5等新产品面市，导致公司前期购置的型号1等服务器在购置后市场 价格出现波动。公司算力业务毛利率较高但仍产生亏损，主要原因系公司该年度实现营业收入的时间较 短，而前置费用发生较多；业务扩张期，外部融资较多；硬件设备价值受市场价格波动影响出现资产减 值。以上事项均具有一定的商业合理性 ...

上海证券交易所上市公司管理二部： 根据贵部于 2025 年 6 月 6 日下发的《关于莲花控股股份有限公 司 2024 年年度报告的信息披露监管问询函》【上证公函【2025】0786 号】的要求，我们作为莲花控股股份有限公司审计机构，现回复如下： 问题 1： 关于算力服务业务可持续性。年报及相关公告显示，公司算力服 务业务主要由旗下莲花紫星开展，相关业务资金来源主要为金融借款 等。2024 年度，算力服务业务实现营业收入 8,064.34 万元，毛利率 42.45%，利息费用 3,186.48 万元，同比上升 5,559.39%，莲花紫星 实现净利润-1,455.74 万元。请公司：（1）结合报告期算力服务业 务各项成本费用等明细，说明相关业务毛利率较高但亏损的原因及合 理性；（2）计算相关业务的投资回收期，结合报告期算力服务业务 开展主要依赖金融借款且亏损等情况，说明公司资金成本与业务回报 是否匹配，开展算力服务业务是否具有商业合理性及可持续性，继续 开展相关业务是否有利于维护上市公司及中小股东利益。 回复： 中兴财光华会计师事务所（特殊普通合伙） 关于莲花控股股份有限公司 2024 年年度报告 的信息披露 ...

Core Viewpoint - The company, Lianhua Holdings, is responding to an inquiry from the Shanghai Stock Exchange regarding the sustainability and profitability of its computing power service business, which has shown high gross margins but incurred losses in 2024 [1][2]. Financial Performance - In 2024, the computing power service business generated revenue of 80.64 million yuan, with a gross margin of 42.45%, but reported a net loss of 14.56 million yuan [1][2]. - The breakdown of costs includes operating costs of 46.41 million yuan (57.55% of revenue), financial expenses of 26.13 million yuan (32.40%), and asset impairment losses of 11.26 million yuan (13.96%) [1][2]. Investment Recovery - The company has invested a total of 637.92 million yuan in fixed assets for its computing power services, with an expected cash inflow of 610.33 million yuan over the next five years, resulting in an estimated investment recovery period of approximately 4.86 years [2][5]. Financing and Costs - The computing power business primarily relies on external financing, with total borrowings of 509.38 million yuan as of the end of 2024, leading to significant interest expenses that impacted profitability [1][2]. - The average capital cost for the company is calculated at 5.13%, with interest expenses for the computing power business amounting to 26.28 million yuan, which is 180.53% of the net profit [5][6]. Client and Supplier Relationships - The company disclosed its top ten clients for the computing power service, detailing contract amounts, revenue recognition, and payment statuses, indicating a diverse client base [6][7]. - There are no significant related party transactions or conflicts of interest identified between the company and its clients or suppliers, ensuring the integrity of business operations [6][7]. Asset Impairment - The company recognized an asset impairment loss of 11.26 million yuan due to market price fluctuations affecting the value of its computing power equipment, which is a significant factor contributing to the overall losses [2][5].

证券代码：600186 证券简称：莲花控股 公告编号：2025—052 莲花控股股份有限公司 关于上海证券交易所对公司2024年年度报告的信息 披露监管问询函的回复公告 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法律责任。 莲花控股股份有限公司（以下简称"莲花控股"或"公司"）于 2025 年 6 月 6 日收到《关于莲花控股股份有限公司 2024 年年度报告 的信息披露监管问询函》（上证公函【2025】0786 号，以下简称"《问 询函》"），公司收到《问询函》后高度重视，积极组织各部门和年 审会计师对《问询函》涉及的问题进行逐项落实和回复。现将对《问 询函》回复内容公告如下： 问题 1： 关于算力服务业务可持续性。年报及相关公告显示，公司算力服 务业务主要由旗下莲花紫星开展，相关业务资金来源主要为金融借款 等。2024 年度，算力服务业务实现营业收入 8,064.34 万元，毛利率 42.45%，利息费用 3,186.48 万元，同比上升 5,559.39%，莲花紫星 实现净利润-1,455.74 万元。请公司：（1）结合报告期 ...

莲花控股股份有限公司 2025 年第二次临时股东大会 会议资料 二〇二五年七月十六日 莲花控股股份有限公司 2025 年第二次临时股东大会会议资料 莲花控股股份有限公司 2025 年第二次临时股东大会会议议程 召开的日期时间：2025 年 7 月 16 日 15 点 00 分 召开地点：河南省项城市颍河路 18 号公司会议室 (五) 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 7 月 16 日 至2025 年 7 月 16 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为 股东大会召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00-15:00； 通过互联网投票平台的投票时间为股东大会召开当日的 9:15-15:00。 一、 召开会议的基本情况 (一) 股东大会类型和届次 2025 年第二次临时股东大会 (二) 股东大会召集人：董事会 (三) 投票方式：本次股东大会所采用的表决方式是现场投票和网络投票 相结合的方式 (四) 现场会议召开的日期、时间和地点 (六) 融资融券、转融通、约定购 ...

证券代码：600186 证券简称：莲花控股 公告编号：2025-051 莲花控股股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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法律责任。 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律监 管指引第 7 号——回购股份》等相关规定，在回购期限内根据市场情况择机做出 回购决策并予以实施，同时根据回购股份事项进展情况及时履行信息披露义务， 敬请广大投资者注意投资风险。 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，审议通过了《关 于以集中竞价交易方式回购公司股份的预案》，同意公司使用自有资金或自筹资金 （含银行回购专项贷款等）以集中竞价交易方式回购公司股份，回购的资金总额 不低于人民币 11,000 万元（含）且不超过人民币 15,000 万元（含），回购价格 不超过人民币 6.07 元/股，回购期限为自本次回购方案经公司董事会审议通过之 日起不超过 12 个月，即 2024 年 10 月 30 日至 2025 年 ...