| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600118 | 中国卫星 | -7.34 | 8.85 | -39000.44 | | 600435 | 北方导航 | -2.77 | 6.07 | -14278.85 | | 002465 | 海格通信 | -2.05 | 4.38 | -13966.68 | | 600893 | 航发动力 | -0.35 | 1.43 | -9723.45 | | 000768 | 中航西飞 | 0.24 | 2.43 | -9431.18 | | 300065 | 海兰信 | 0.05 | 8.69 | -8340.54 | | 600482 | 中国动力 | -1.26 | 1.95 | -8088.82 | | 002151 | 北斗星通 | -1.40 | 4.93 | -6820.52 | | 601137 | 博威合金 | -2.58 | 3.89 | -5567.43 | | 600391 | 航发科技 | -1.61 | 4.75 | -528 ...

半年报显示，公司在柴油机领域取得新突破：大功率甲醇双燃料低速机10X92DF-M-1.0-LPSCR实现交 付应用。据相关资料，该机型为全球首台10X92DF-M甲醇双燃料低速机，标志着公司率先攻克"甲醇燃 料"领域"卡脖子"难题，可助力船舶实现零碳排放，技术水平达到国际先进。这一突破恰逢政策窗口 期：根据《船舶制造业绿色发展行动纲要（2024-2030年）》，到2025年我国LNG、甲醇等绿色动力 （601330）船舶国际市场份额需超过50%，政策红利正加速释放。 与此同时，双燃料发动机矩阵的完善让公司在绿色船舶竞争中占据先机。上半年，公司8S50ME-C9.7- GI-HPSCR双燃料发动机顺利交付，甲醇双燃料主机12G95ME-C-LGIM-EGRTC完成交付，中速双燃料 发动机8M450DF完成性能调试。至此，公司已实现LNG、甲醇、氨燃料动力机型的全面覆盖，可满足 国际海事组织（IMO）2030年减排标准要求。而IMO2023年温室气体战略明确提出，到2030年国际航运 碳强度需降低至少40%，零碳燃料占比需达到5%-10%，中国动力的技术布局正与这一全球标准同步推 进。 机构研报指出，据中国船舶工 ...

Group 1 - The A-share market for the China Shipbuilding sector experienced a downward trend on September 1, with China Power falling over 2% [1] - Other companies in the sector, including Kunshan Intelligent and China Marine Defense, saw declines of over 1% [1] - China Shipbuilding Han Guang and China Shipbuilding Technology also followed the downward trend [1]

Financial Performance - The company reported a total revenue of 27.651 billion yuan for the first half of 2025, an increase of 11.22% year-on-year [1] - The net profit attributable to shareholders reached 919 million yuan, reflecting a significant year-on-year increase of 93.35% [1] - In Q2 2025, total revenue was 15.339 billion yuan, up 13.97% year-on-year, with a net profit of 524 million yuan, marking a 35.2% increase [1] - Gross margin improved to 16.49%, a year-on-year increase of 39.26%, while net margin rose to 6.35%, up 102.48% [1] Key Financial Ratios - The company's operating expenses, including sales, management, and financial costs, totaled 1.16 billion yuan, accounting for 4.2% of revenue, a decrease of 15.79% year-on-year [1] - Earnings per share (EPS) increased to 0.41 yuan, up 86.36% compared to the previous year [1] - The return on invested capital (ROIC) for the previous year was 3.92%, indicating historically weak capital returns [3] Cash Flow and Debt Management - The company reported cash and cash equivalents of 41.605 billion yuan, a year-on-year increase of 35.94% [1] - Interest-bearing debt decreased to 7.482 billion yuan, down 30.38% year-on-year, indicating improved debt management [1] Market Position and Investment Sentiment - Analysts expect the company's performance for 2025 to reach 2.226 billion yuan, with an average EPS forecast of 0.99 yuan [5] - The largest fund holding the company is the E Fund National Defense and Military Industry Mixed A, with a scale of 8.802 billion yuan and a recent net value increase of 0.13% [6]

格隆汇8月29日丨中国动力(600482.SH)公布，2025年上半年实现营业收入276.51亿元，同比增长 11.22%；实现归属于上市公司股东的净利润9.19亿元，同比增长93.35%。公司拟以实施权益分派股权登 记日登记的总股本为基数，向全体股东每10股派发现金红利0.8161元（含税）。 ...

1.4本半年度报告未经审计。 1.5董事会决议通过的本报告期利润分配预案或公积金转增股本预案 报告期内，公司拟以实施权益分派股权登记日登记的总股本为基数，向全体股东每10股派发现金红利 0.8161元（含税）。截至报告期末，公司总股本为2,252,861,845股，以此计算合计拟派发现金红利 183,856,055.17元（含税）。如在本报告期末至实施权益分派股权登记日期间，公司总股本发生变动， 公司拟维持每股分红金额不变，相应调整分配总额。此预案尚需提交股东会审议。 第二节 公司基本情况 公司代码：600482 公司简称：中国动力 债券代码：110808 债券简称：动力定02 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到http://www.sse.com.cn/网站仔细阅读半年度报告全文。 1.2本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不存在虚假 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。 1.3公司全体董事出席董事会会议。 2.1公司简介 ■ 2.2主要财务数据 单位：元 ...

Core Viewpoint - The report highlights the financial performance and operational status of China Shipbuilding Industry Group Power Co., Ltd. for the first half of 2025, showcasing significant growth in revenue and net profit, driven by strong demand in the shipbuilding and defense sectors [1][2]. Financial Performance - The company achieved operating revenue of CNY 27.65 billion, an increase of 11.22% compared to the same period last year [2][14]. - Net profit attributable to shareholders reached CNY 919.22 million, reflecting a substantial growth of 93.35% year-on-year [2][14]. - The net cash flow from operating activities was CNY 5.29 billion, up by 10.91% from the previous year [2][14]. - The total assets increased to CNY 114.51 billion, a growth of 5.10% compared to the end of the previous year [2][14]. Business Segments - The company operates in various power sectors, including gas, steam, diesel, and nuclear power, providing a comprehensive range of products such as gas turbines, steam turbines, and diesel engines [3][6]. - The diesel engine segment saw a significant increase in sales, with the number of low-speed diesel engines delivered rising by 18% [10][14]. - The company is a key supplier in the defense sector, providing power and transmission equipment for naval vessels, maintaining a 100% market share in large naval turbine installations [6][14]. Market Position and Strategy - The company has established a strong market position in the domestic shipbuilding industry, with leading market shares in various segments, including low-speed diesel engines and marine machinery [5][14]. - The report indicates a focus on technological innovation and cost control, which has contributed to improved profit margins and operational efficiency [11][14]. - The company is actively expanding its global service network for low-speed engines, enhancing its competitive edge in the international market [5][10]. Future Outlook - The global demand for gas turbines is expected to continue growing, with the company positioned to capitalize on this trend due to its technological advancements in medium-sized gas turbines [3][8]. - The nuclear power sector is anticipated to expand significantly, with the company involved in various aspects of nuclear power engineering and equipment supply [8][14]. - The report emphasizes the importance of maintaining strong relationships with key clients and enhancing brand recognition to support future growth [13][14].

Core Viewpoint - The company plans to distribute a cash dividend of 0.08161 yuan per share (including tax) based on its total share capital as of the dividend distribution record date, pending approval from the shareholders' meeting [1][2]. Group 1: Profit Distribution Plan - The company reported a net profit attributable to shareholders of 4,289,798,246.31 yuan for the first half of 2025 [1]. - The total cash dividend proposed for distribution amounts to 183,856,055.17 yuan (including tax), based on a distribution of 10 shares per shareholder [2]. - The company will maintain the per-share dividend amount even if the total share capital changes before the record date, adjusting the total distribution amount accordingly [1][2]. Group 2: Decision-Making Process - The profit distribution plan was approved during the 16th meeting of the 8th Board of Directors held on August 29, 2025, and aligns with the company's profit distribution policy and shareholder return plan [2].

Core Points - The company held its 16th meeting of the 8th Board of Directors on August 29, 2025, with all 10 directors present, and the meeting was conducted in accordance with relevant laws and regulations [1][2][3] Group 1: Financial Reports - The Board approved the 2025 semi-annual report and its summary, with unanimous support from all directors [1] - The Board also approved the special report on the storage and actual use of raised funds for the first half of 2025, with unanimous support [1][2] Group 2: Risk Assessment and Profit Distribution - The Board approved the risk assessment report for the first half of 2025 from China Shipbuilding Finance Co., with 5 votes in favor and no opposition [1][2] - A profit distribution plan was proposed, with a cash dividend of 0.8161 yuan per 10 shares (including tax), totaling approximately 183.86 million yuan based on the total share capital of 2,252,861,845 shares [2][3]

智通财经APP讯，中国动力(600482.SH)披露2025年半年度报告，报告期公司实现营收276.51亿元，同比 增长11.22%;归母净利润9.19亿元，同比增长93.35%;扣非净利润8.65亿元，同比增长106.39%;基本每股 收益0.41元。公司拟向全体股东每10股派发现金红利0.8161元(含税)。 ...