证券代码：600653 证券简称：申华控股 编号：临 2025—29 号 | | | 主营业务分行业情况 | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | | 毛利率 | 营业收入比 | 营业成本比 | 毛利率比 | | 分行业 | 营业收入（元） | 营业成本（元） | （%） | 上年增减 | 上年增减 | 上年增减 | | | | | | （%） | （%） | （%） | | 商业 | 2,458,207,619.92 | 2,549,034,523.68 | -3.69 | 9.09 | 10.48 | -1.30 | | 房地产 | 9,839,219.45 | 4,848,151.91 | 50.73 | 1.60 | 3.89 | -1.09 | | 服务业 | 6,955,890.00 | 9,089,416.72 | -30.67 | -9.48 | 7.74 | -20.89 | | 新能源业 | 9,035,166.04 | 4,060,385.51 | 55.06 | -22.01 | -4.83 | -8.11 ...

申华控股公告，2025年上半年营业收入23.15亿元，同比增长3.13%。归属于上市公司股东的净亏损 5931.35万元，上年同期净亏损3892.71万元。 ...

Market Overview - On August 26, the automotive service sector rose by 0.14% compared to the previous trading day, with Haowu Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Stock Performance - Haowu Co., Ltd. (000757) closed at 5.12, up 2.40% with a trading volume of 153,800 shares and a transaction value of 78.54 million yuan [1] - Other notable performers included: - Alter (300825) at 13.38, up 1.75%, with a trading volume of 791,500 shares and a transaction value of 1.032 billion yuan [1] - XD Beiba Chuan (600386) at 4.76, up 1.49%, with a trading volume of 140,500 shares and a transaction value of 66.65 million yuan [1] - Zhongqi Co., Ltd. (301215) at 6.59, up 1.23%, with a trading volume of 163,900 shares and a transaction value of 108 million yuan [1] Capital Flow - The automotive service sector experienced a net outflow of 64.78 million yuan from institutional investors, while retail investors saw a net inflow of 6.53 million yuan [2] - The capital flow for individual stocks showed: - Haowu Co., Ltd. had a net inflow of 4.76 million yuan from retail investors but a net outflow of 7.54 million yuan from institutional investors [3] - Zhongqi Co., Ltd. had a net inflow of 4.54 million yuan from retail investors but a net outflow of 2.39 million yuan from institutional investors [3] - Alter saw a significant net outflow of 59.71 million yuan from institutional investors, with a net inflow of 45.65 million yuan from retail investors [3]

Market Overview - On August 25, the automotive service sector rose by 0.34% compared to the previous trading day, with Altec leading the gains [1] - The Shanghai Composite Index closed at 3883.56, up 1.51%, while the Shenzhen Component Index closed at 12441.07, up 2.26% [1] Stock Performance - Altec (300825) closed at 13.15, with a gain of 5.28% and a trading volume of 817,300 shares, amounting to a turnover of 1.056 billion yuan [1] - Other notable stocks include: - Transportation Co. (600676) at 5.99, up 2.22% with a volume of 252,000 shares [1] - China Automotive Research (601965) at 19.41, down 0.36% with a volume of 61,500 shares [1] - Xiamen Xinda (000701) at 6.15, down 1.13% with a volume of 334,300 shares [1] Capital Flow - The automotive service sector experienced a net outflow of 14.17 million yuan from institutional investors, while retail investors saw a net outflow of 40.38 million yuan [2] - Conversely, speculative funds recorded a net inflow of 54.55 million yuan [2] Individual Stock Capital Flow - Altec (300825) had a net outflow of 22.25 million yuan from institutional investors, while speculative funds saw a net inflow of 48.09 million yuan [3] - Xiamen Xinda (000701) faced a significant net outflow of 41.78 million yuan from institutional investors, with a net inflow of 14.54 million yuan from speculative funds [3] - Transportation Co. (600676) had a net inflow of 14.72 million yuan from institutional investors, but a net outflow of 1.12 million yuan from retail investors [3]

Market Overview - On August 22, the automotive service sector rose by 0.54% compared to the previous trading day, with Altec leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Stock Performance - Altec (300825) closed at 12.49, with a gain of 4.69% and a trading volume of 569,300 shares, amounting to a transaction value of 706 million yuan [1] - Other notable stocks included: - Shunping Holdings (600653) at 2.04, up 0.49% [1] - China Automotive Research (601965) at 19.48, up 0.41% [1] - Shanghai Material Trade (600822) at 12.57, down 0.24% [1] Capital Flow - The automotive service sector saw a net inflow of 3.9763 million yuan from institutional investors, while retail investors experienced a net outflow of 6.3145 million yuan [2] - The overall capital flow indicates a mixed sentiment among different investor types, with institutional investors showing confidence while retail investors withdrew funds [2] Individual Stock Capital Flow - Altec (300825) had a net inflow of 64.0937 million yuan from institutional investors, but a net outflow of 75.7938 million yuan from retail investors [3] - Other stocks with significant capital flow included: - Xiamen Xinda (000701) with a net outflow of 29.0195 million yuan from institutional investors [3] - North Media (600386) with a net outflow of 6.2772 million yuan from institutional investors [3]

Core Viewpoint - Shenhua Holdings (600653) has shown a positive trend in financing activities, with a net financing purchase of 64.19 million yuan on August 21, 2025, indicating increased investor interest [1]. Financing Summary - On August 21, 2025, the financing buy amounted to 991.64 million yuan, while financing repayment was 927.45 million yuan, resulting in a net financing purchase of 64.19 million yuan. The financing balance reached 1.16 billion yuan [1]. - Over the past three trading days, the cumulative net financing purchase totaled 124.82 million yuan, with 13 out of the last 20 trading days showing net financing purchases [1]. - The financing balance as of August 21, 2025, represented 2.95% of the circulating market value [2]. Margin Trading Summary - On the same day, the margin trading saw a short selling of 23,800 shares, with no shares being repaid, resulting in a net short selling of 23,800 shares. The remaining short selling volume was 100,800 shares [3]. - In the last 20 trading days, there were 13 days with net short selling activities [3]. Total Margin Trading Balance - The total margin trading balance reached 1.17 billion yuan on August 21, 2025, reflecting an increase of 689,500 yuan or 0.59% from the previous day [4]. - The margin trading balance has shown fluctuations, with a previous balance of 1.16 billion yuan on August 20, 2025, which increased by 291,300 yuan or 0.25% [4].

Core Viewpoint - The company plans to establish a joint venture, Shenwei Exploration (Shenyang) Technology Co., Ltd., with Shuo Cheng Technology to focus on AI predictive maintenance in the automotive smart manufacturing and industrial production sectors in Northern China [2][3][14]. Group 1: Investment Overview - The registered capital of the joint venture is set at RMB 10 million, with the company contributing RMB 5.1 million for a 51% stake, while Shuo Cheng Technology contributes RMB 4.9 million for a 49% stake [2][3][11]. - The joint venture aims to leverage the company's resources in the automotive industry and Shuo Cheng Technology's AI capabilities for industrial asset lifecycle management [2][10][14]. Group 2: Joint Venture Details - The joint venture will operate under the name Shenwei Exploration (Shenyang) Technology Co., Ltd., with its registered address in the Shenyang Free Trade Zone [8]. - The business scope includes technology promotion, software development, AI application software development, and various technology services [8][9]. Group 3: Agreement and Governance - The joint venture agreement was signed on August 19, 2025, and does not require shareholder approval as it is not classified as a related party transaction or a major asset restructuring [4][11]. - The governance structure includes a board of directors with three members, two nominated by the company and one by Shuo Cheng Technology, with the company nominating the chairman [9][11]. Group 4: Impact on the Company - This investment is seen as a strategic move to explore new growth paths and enhance the company's operational sustainability by tapping into the AI maintenance market [14].

Core Insights - The stock price of Shenhua Holdings (600653) closed at 1.96 yuan on August 19, 2025, with an increase of 2.08% and a trading volume of 571,200 shares, amounting to 112 million yuan in transaction value [1] Financial Performance - For the first quarter of 2025, the company reported total revenue of 925 million yuan, a year-on-year decrease of 16.04% - The net profit attributable to shareholders was 11.95 million yuan, reflecting a year-on-year increase of 56.11% - The non-recurring net profit was 14.11 million yuan, up 47.77% year-on-year - The current ratio stood at 1.268, the quick ratio at 0.594, and the debt-to-asset ratio at 69.66% [1] Capital Flow - On the trading day, the net inflow of main funds was 10.13 million yuan, accounting for 9.07% of the transaction value - Large orders saw a net inflow of 9.05 million yuan, representing 8.11% of the transaction value, while medium and small orders experienced net outflows of 601,090 yuan and 411,600 yuan, respectively [1] Company Overview - Shenhua Holdings, established in 1992 and located in Shenyang, primarily engages in other financial services - The registered capital of the company is approximately 1.95 billion yuan, with a paid-in capital of 20 million yuan - The legal representative of the company is Gao Xingan [1][2]

证券代码：600653 证券简称：申华控股 公告编号：临 2025-28 号 辽宁申华控股股份有限公司 关于合资设立申维探索（沈阳）科技有限公司的公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性 陈述或重大遗漏，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： 投资标的名称：申维探索（沈阳）科技有限公司（暂定名，最终名称以工商登 记核准的名称为准） 投资金额：合资公司拟定注册资本为人民币 1,000 万元整，其中辽宁申华控股 股份有限公司（以下简称"公司"）以人民币现金形式出资 510 万元，持股 51%；硕橙 （厦门）科技有限公司（以下简称"硕橙科技"）以人民币现金形式出资 200 万元，以 发明专利形式出资 290 万元，合计出资 490 万元，持股 49%。 投资标的业务：合资公司拟依托公司在汽车相关行业的资源积累和市场触达优 势，以及硕橙科技在基于数据基座和算法模型的工业资产全生命周期 AI 运维能力，致 力于开展面向汽车智能制造和北方区域工业生产领域的 AI 预测性运维业务。 相关风险提示：合资公司未来可能面临宏观经济、国家政策、行业周期、市场 竞 ...

公司拟通过与硕橙科技合资设立公司，共同开拓AI运维业务在汽车智能制造和北方区域工业生产领域 的市场应用。双方将充分利用各自业务优势、技术优势、渠道资源及企业品牌，促进实现优势互补和业 务联动。本次投资是公司布局新质生产力行业、探索新兴发展路径的尝试，有利于公司持续健康运营。 格隆汇8月19日丨申华控股(600653.SH)公布，为落实公司转型升级的发展需要，公司拟与硕橙科技合资 设立申维探索（沈阳）科技有限公司（简称"合资公司"），该公司注册资本人民币1,000万元整。其 中，公司以人民币现金形式出资510万元，占比51%；硕橙科技以人民币现金形式出资200万元，以发明 专利形式出资290万元（该发明专利截至2025年7月31日对应评估值为293万元），合计出资490万元，占 比49%。 ...