Core Insights - The company reported a significant increase in net profit for the first half of 2025, reaching 33.35 million yuan, which represents a year-on-year growth of 693.76% [1] - Revenue for the same period was 12.426 billion yuan, showing a year-on-year increase of 13.16% [1] - The company's net profit after deducting non-recurring items was 22.73 million yuan, indicating a turnaround from a loss to profit [1] - Basic earnings per share were reported at 0.03 yuan [1]

智通财经APP讯，海立股份(600619.SH)披露2025年半年度报告，报告期公司实现营收124.26亿元，同比 增长13.16%;归母净利润3335万元，同比增长693.76%;扣非净利润2273万元，同比扭亏为盈;基本每股收 益0.03元。 ...

Core Insights - Company reported a revenue of 12.426 billion yuan for the first half of 2025, representing a year-on-year increase of 13.16% [1] - Net profit attributable to shareholders reached 33.3546 million yuan, showing a significant year-on-year growth of 693.76% [1] - Basic earnings per share increased to 0.03 yuan, reflecting a year-on-year rise of 697.03% [1] Revenue Growth Drivers - The growth in performance is attributed to the company's ability to leverage its core component business and the synergy between heating and cooling products, leading to increased sales [1] - The automotive parts segment has actively improved global operational efficiency, contributing to overall revenue growth [1] Segment Performance - The rotor-type air conditioning compressor and motor business experienced year-on-year growth [1] - Production of heating and cooling related products reached 43.41 million units, up 9.89% year-on-year, while sales increased to 46.92 million units, a rise of 17.20% [1] - The share of variable frequency sales increased by 9.4 percentage points [1] Export Performance - The company capitalized on overseas market demand, achieving export sales of 8.68 million rotor-type air conditioning compressors, a year-on-year increase of 101.55% [1] - Non-residential air conditioning compressor (NRAC) sales reached 2.91 million units, up 36.07% year-on-year [1] - Commercial air conditioning compressor (PAC) sales totaled 2.08 million units, reflecting a year-on-year growth of 20.9% [1]

Core Viewpoint - The company, Haili Co., announced the approval of multiple proposals, including the report on asset impairment provision and asset write-off for the first half of 2025 during its 15th meeting of the 10th Board of Directors [2] Group 1 - The company held its 15th meeting of the 10th Board of Directors on August 29 [2] - The meeting resulted in the approval of the report regarding asset impairment provision and asset write-off [2]

8月29日晚，海立股份（600619）发布2025年半年度报告。报告显示，上半年公司实现营业收入124.26 亿元，同比增长13.16%；实现归母净利润3335.46万元，同比增长693.76%。从披露的半年报来看，上半 年营收与利润双增长，主要是公司进一步发挥冷暖关联以及核心零部件主业优势，产品销售实现同比提 升；与此同时，汽车零部件主业积极提升全球运营效率，共同驱动业绩增长。 上半年，面对复杂严峻的外部环境及内部挑战，海立股份保持战略定力，以市场为导向、以客户为中 心、以技术为驱动，在冷暖与汽零双主业赛道上加速"质"的突破与"效"的提升，坚定不移走全球化、数 字化、绿色化的高质量发展新路，为"十四五"圆满收官蓄势，为"十五五"谋篇布局夯基。 冷暖关联主业量利双增，行业地位持续夯实 上半年，受全球气候变暖、国内政策刺激以及海外需求增长等因素带动，我国空调行业产销量稳步增 长，空调压缩机的需求也水涨船高。据产业在线统计，上半年，中国转子式压缩机行业销量17,003万 台，同比增长7.3%。 报告期内，海立股份冷暖关联主业核心产品在行业需求趋稳、价格竞争激烈的背景下，继续保持"量、 利、质"同步提升的强劲势头； ...

Market Overview - In August, the A-share market showed a strong upward trend, with the ChiNext Index rising over 24% and the Shanghai Composite Index surpassing 3800 points, reaching a 10-year high [1] - The STAR 50 Index experienced a significant increase of 28% during the month [1] Sector Performance - The main market focus was on computing power and semiconductor sectors, with stocks like Xinyisheng reaching historical highs and Industrial Fulian's market capitalization exceeding 1 trillion [1] - In the semiconductor sector, Cambrian's stock price doubled, surpassing Kweichow Moutai to become the "king" of A-shares [1] Individual Stock Highlights - Over 4000 stocks recorded monthly gains, with 14 stocks (excluding newly listed and ST stocks) rising over 100%, led by Gebijia from the Beijing Stock Exchange, which surged 155% [1] Bond Market Activity - In July, the bond market issued a total of 77,536.2 billion yuan in various bonds, including 12,226.5 billion yuan in government bonds and 13,496.8 billion yuan in corporate credit bonds [2][3] Banking Sector Performance - Industrial and Commercial Bank of China reported a net profit of 168.1 billion yuan for the first half of the year, a decrease of 1.4% year-on-year, with total assets exceeding 52 trillion yuan [4] - Bank of China announced a net profit of 117.59 billion yuan for the same period, down 0.9% year-on-year [5] - Agricultural Bank of China achieved a net profit of 139.5 billion yuan, reflecting a growth of 2.7% year-on-year [6] Corporate Financial Results - Hailiang Co. reported a net profit of 711 million yuan for the first half of the year, up 15.03% year-on-year, and proposed a cash dividend of 1 yuan per 10 shares [7] - Postal Savings Bank of China recorded a net profit of 49.23 billion yuan, a year-on-year increase of 0.85%, and proposed a cash dividend of 1.23 yuan per 10 shares [8] - Pianzaihuang's net profit decreased by 16.22% year-on-year to 1.442 billion yuan, with a proposed cash dividend of 14 yuan per 10 shares [9] - Haowei Group reported a net profit of 2.028 billion yuan, up 48.34% year-on-year [10] - Yuxin Technology achieved a net profit of 220 million yuan, reflecting a growth of 35.26% year-on-year [11]

Group 1 - Hailiang Co., Ltd. achieved a revenue of 44.476 billion yuan, a year-on-year increase of 1.17%, and a net profit of 711 million yuan, a year-on-year increase of 15.03% [1] - Yinfai Storage reported a revenue of 543 million yuan, a year-on-year decrease of 18.97%, and a net profit of 62.347 million yuan, a year-on-year decrease of 20.05% [1] - Huamao Technology achieved a revenue of 1.108 billion yuan, a year-on-year increase of 14.42%, and a net profit of 137 million yuan, a year-on-year increase of 3.21% [2] Group 2 - Postal Savings Bank reported a revenue of 179.446 billion yuan, a year-on-year increase of 1.5%, and a net profit of 49.228 billion yuan, a year-on-year increase of 0.85% [4] - Bright Dairy achieved a revenue of 12.472 billion yuan, a year-on-year decrease of 1.9%, and a net profit of 217 million yuan, a year-on-year decrease of 22.53% [6] - Pianzaihuang reported a revenue of 5.379 billion yuan, a year-on-year decrease of 4.81%, and a net profit of 1.442 billion yuan, a year-on-year decrease of 16.22% [7] Group 3 - Great Wall Motors achieved a revenue of 92.335 billion yuan, a year-on-year increase of 0.99%, and a net profit of 6.337 billion yuan, a year-on-year decrease of 10.21% [9] - Haowei Group reported a revenue of 13.956 billion yuan, a year-on-year increase of 15.42%, and a net profit of 2.028 billion yuan, a year-on-year increase of 48.34% [10] - Batian Co., Ltd. achieved a revenue of 2.543 billion yuan, a year-on-year increase of 63.93%, and a net profit of 456 million yuan, a year-on-year increase of 203.71% [12] Group 4 - Yuxin Technology reported a revenue of 1.415 billion yuan, a year-on-year decrease of 5.01%, and a net profit of 220 million yuan, a year-on-year increase of 35.26% [14] - Zhongti Industry reported a revenue of 787 million yuan, a year-on-year decrease of 25.24%, and a net loss of 24.3955 million yuan [15] - Kemei Diagnostics achieved a revenue of 165 million yuan, a year-on-year decrease of 27.03%, and a net profit of 24.3408 million yuan, a year-on-year decrease of 68.24% [16] Group 5 - Huatai Co., Ltd. reported a revenue of 6.409 billion yuan, a year-on-year decrease of 1.86%, and a net profit of 67.6382 million yuan, a year-on-year decrease of 63.13% [17] - Fudan Fuhua reported a revenue of 326 million yuan, a year-on-year increase of 2.20%, and a net loss of 711.58 million yuan [19] - Haili Co., Ltd. achieved a revenue of 12.426 billion yuan, a year-on-year increase of 13.16%, and a net profit of 333.546 million yuan, a year-on-year increase of 693.76% [21] Group 6 - Xintong New Science reported a revenue of 61.852 million yuan, a year-on-year increase of 8.49%, and a net loss of 30.393 million yuan [22] - Newzhisoft achieved a revenue of 897 million yuan, a year-on-year decrease of 3.40%, and a net profit of 30.3531 million yuan, a year-on-year increase of 42.84% [24] - Maolai Optics reported a revenue of 319 million yuan, a year-on-year increase of 32.26%, and a net profit of 32.7555 million yuan, a year-on-year increase of 110.36% [25] Group 7 - Qianjin Pharmaceutical achieved a revenue of 1.818 billion yuan, a year-on-year decrease of 5.52%, and a net profit of 128 million yuan, a year-on-year increase of 8.50% [28] - Quanfeng Automotive reported a revenue of 1.218 billion yuan, a year-on-year increase of 18.90%, and a net loss of 167 million yuan [29] - Zhongjin Lingnan's application for a specific issuance of A-shares has been accepted by the Shenzhen Stock Exchange [31] Group 8 - Zhonglv Electric achieved a revenue of 2.333 billion yuan, a year-on-year increase of 29.30%, and a net profit of 618 million yuan, a year-on-year increase of 33.06% [33] - Sanhuan Group reported a revenue of 4.149 billion yuan, a year-on-year increase of 21.05%, and a net profit of 1.237 billion yuan, a year-on-year increase of 20.63% [35] - China Energy Construction achieved a revenue of 212.091 billion yuan, a year-on-year increase of 9.18%, and a net profit of 28.02 billion yuan, a year-on-year increase of 0.72% [37] Group 9 - Liou Co., Ltd. reported a revenue of 9.635 billion yuan, a year-on-year decrease of 9.62%, and a net profit of 478 million yuan, turning from a loss to profit [38] - Suzhou Bank achieved a revenue of 6.504 billion yuan, a year-on-year increase of 1.81%, and a net profit of 3.134 billion yuan, a year-on-year increase of 6.15% [40] - Shunxin Agriculture reported a revenue of 4.593 billion yuan, a year-on-year decrease of 19.24%, and a net profit of 173 million yuan, a year-on-year decrease of 59.09% [43] Group 10 - Tongfu Microelectronics achieved a revenue of 13.038 billion yuan, a year-on-year increase of 17.67%, and a net profit of 412 million yuan, a year-on-year increase of 27.72% [44] - Weidao Nano reported a revenue of 1.05 billion yuan, a year-on-year increase of 33.42%, and a net profit of 192 million yuan, a year-on-year increase of 348.95% [44] - ZTE Corporation achieved a revenue of 715.53 billion yuan, a year-on-year increase of 14.51%, and a net profit of 50.58 billion yuan, a year-on-year decrease of 11.77% [46]

Core Insights - The company reported a revenue of 12.426 billion yuan for the first half of 2025, representing a year-on-year growth of 13.16% [1] - The net profit attributable to shareholders reached 33.3546 million yuan, showing a significant year-on-year increase of 693.76% [1] Financial Performance - Revenue for the first half of 2025: 12.426 billion yuan [1] - Year-on-year revenue growth: 13.16% [1] - Net profit attributable to shareholders: 33.3546 million yuan [1] - Year-on-year net profit growth: 693.76% [1]

Group 1 - The company reported a revenue of 12.426 billion yuan for the first half of the year, representing a year-on-year growth of 13.16% [1] - The net profit attributable to shareholders of the listed company was 33.3546 million yuan, showing a significant year-on-year increase of 693.76% [1] - The basic earnings per share were 0.03 yuan per share [1]

证券代码：600619(A 股) 900910(B 股) 证券简称：海立股份(A 股) 海立 B 股(B 股) 编号：临 2025-049 上海海立(集团)股份有限公司 第十届董事会第十五次会议决议公告 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法律责任。 上海海立(集团)股份有限公司（以下简称"公司"）第十届董事会第十五次 会议以通讯方式召开。会议应到董事 9 人，实际参会董事 9 人。会议通知及载有 决议事项的书面文件以电子邮件方式发出，并于 2025 年 8 月 28 日经与会全体董 事审议并签名表决。会议的召开及程序符合法律法规及《公司章程》的有关规定。 会议审议各项议案，与会董事一致同意并作出如下决议： 一、审议通过《2025 年上半年度计提资产减值准备及资产核销的报告》。（详 见公司临 2025-050 公告） 2025 年上半年度公司合并报表范围计提资产减值准备共计 54,591,340.57 元，核销应收账款坏账准备共计 2,088,101.13 元。其中核销的应收账款坏账准 备均为在之前年度计提。 公司根据《企业会 ...