Yueda Inv.(600805)

Search documents
综合板块8月26日涨1.13%,综艺股份领涨,主力资金净流出1.43亿元





Zheng Xing Xing Ye Ri Bao· 2025-08-26 08:36
证券之星消息,8月26日综合板块较上一交易日上涨1.13%,综艺股份领涨。当日上证指数报收于 3868.38,下跌0.39%。深证成指报收于12473.17,上涨0.26%。综合板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600770 | 综艺股份 | 6.25 | 2.97% | 65.97万 | 4.10亿 | | 000632 | 三木集团 | 4.22 | 2.43% | 19.18万 | 8016.47万 | | 000753 | 漳州发展 | 7.44 | 2.20% | 127.07万 | 9.34亿 | | 600673 | 东阳光 | 20.57 | 1.68% | 113.75万 | 23.82亿 | | 600881 | 亚泰集团 | 2.12 | 1.44% | 137.56万 | 2.91亿 | | 002758 | 浙农股份 | 9.36 | 0.75% | 7.84万 | 7336.00万 | | 000421 | 南京公用 | 6.76 ...
悦达投资股价震荡下行 盘中一度快速反弹2%
Jin Rong Jie· 2025-08-25 19:18
截至2025年8月25日15时,悦达投资股价报5.87元,较前一交易日下跌1.68%。盘中出现快速反弹,5分 钟内涨幅超过2%,最高触及6.03元,成交额达3.08亿元。 悦达投资属于综合行业板块,业务涉及新能源、太阳能等领域。公司总部位于江苏,同时参股银行等金 融业务。 消息面上,8月25日早盘悦达投资出现快速拉升,在9点39分报价5.99元,成交5803万元。盘面显示,该 时段买卖盘口较为活跃,卖一至卖五挂单价格区间为6.00-6.04元,买一至买五挂单价格区间为5.94-5.98 元。 资金流向方面,8月25日主力资金净流出3723.02万元,占流通市值0.75%。近五个交易日主力资金累计 净流入8353.29万元,占流通市值1.67%。 风险提示:股市有风险,投资需谨慎。 ...
悦达投资上半年减收增利,新能源转型收益难抵债务高压
凤凰网财经· 2025-08-24 12:51
以下文章来源于证券之星 ,作者陆雯燕 01 财务费用激增"吞噬"利润 证券之星注意到,悦达投资上半年净利增长背后难掩隐忧,公司财务费用激增64.5%,利息支出是归母净利润的约3.7倍,而第二季度的亏损也连累了整体 业绩增长。在聚焦新能源发展的同时,悦达投资上半年短期债务缺口超8亿元,偿债压力明显,资产负债率也攀升至2013年同期以来的高点。如今,重金布 局的新能源业务尚未形成规模盈利,悦达投资的战略转型正面临资金与盈利能力的双重考验。 证券之星 . 证券之星始创于1996年,是国内领先的金融信息及综合服务平台。关注证券之星,即时获取有价值的财经资讯。 2025年半年报显示,悦达投资实现营业收入13.58亿元,同比下降22.01%;对应归母净利润1402.47万元,同比增长27.62%;同期扣非后净利润1193.92万 元,同比增长120.92%,较去年同期扭亏为盈,结束了连续六期中报扣非后净利润为负的局面。 悦达投资表示,营收下滑系上年同期包含已出表上海悦达智行汽车服务有限公司(下称"悦达智行")收入所致。2024年上半年,悦达投资成功转让江苏艾文 德悦达汽车内饰有限责任公司36%股权、悦达智行100%股权, ...
悦达投资:悦达绿色数智能源管理中心运用云计算、人工智能等技术构建时空大数据平台
Jin Rong Jie· 2025-08-22 09:19
本文源自:金融界 作者:公告君 针对上述提问,悦达投资回应称:"尊敬的投资者您好!悦达绿色数智能源管理中心深入贯彻低碳发展 理念,紧扣'集中监控、少人值守、智能运维'智慧光伏电站建设目标,通过综合运用云计算、人工智 能、视频孪生等新技术,构建了满足各方需求的时空大数据平台,具备'数字化分析、前瞻性预警、规 范化流程、高效化对标、智慧化决策'等功能,通过'集控中心-区域-场站'多级管控,实现从数智中心到 各风电、光伏、储能场站的纵向贯通。全面推动悦达数智运维落地落实,打造一个深度探索新能源集约 化、专业化运营管理的典型示范应用。感谢您的关注!" 金融界8月22日消息,有投资者在互动平台向悦达投资提问:"贵司拥有大量绿电和储能资源是否会进入 数据中心业务?" ...
江苏悦达投资股份有限公司关于召开2025年半年度业绩说明会的预告公告
Shang Hai Zheng Quan Bao· 2025-08-21 19:22
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:600805 证券简称:悦达投资 编号:临2025-025号 江苏悦达投资股份有限公司 关于召开2025年半年度业绩说明会的预告公告 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。 重要内容提示: 会议召开时间:2025年8月29日(星期五)16:00-17:00 会议召开地点:上海证券交易所上证路演中心(网址:http://roadshow.sseinfo.com/) 江苏悦达投资股份有限公司(以下简称"公司")已于2025年8月16日发布公司2025年半年度报告,为便 于广大投资者更全面深入地了解公司2025年半年度经营成果、财务状况,公司计划于2025年8月29日 16:00-17:00举行2025年半年度业绩说明会,就投资者关心的问题进行交流。 一、说明会类型 本次说明会以网络互动形式召开,公司将针对2025年半年度的经营成果及财务指标的具体情况与投资者 进行互动交流和沟通,在信息披露允许的范围内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点 三 ...
悦达投资(600805) - 悦达投资关于召开2025年半年度业绩说明会的预告公告
2025-08-21 08:00
证券代码:600805 证券简称:悦达投资 编号:临 2025-025 号 江苏悦达投资股份有限公司 关于召开 2025 年半年度业绩说明会的预告公告 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。 重要内容提示: 会议召开时间:2025 年 8 月 29 日(星期五)16:00-17:00 会议召开地点:上海证券交易所上证路演中心(网址: http://roadshow.sseinfo.com/) 会议召开方式:上证路演中心网络互动 投资者可于 2025 年 8 月 22 日(星期五)至 8 月 28 日(星期 四)16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或 通过公司邮箱 600805@yueda.com 进行提问。公司将在说明会上对投 资者普遍关注的问题进行回答。 一、说明会类型 本次说明会以网络互动形式召开,公司将针对 2025 年半年度的 经营成果及财务指标的具体情况与投资者进行互动交流和沟通,在信 息披露允许的范围内就投资者普遍关注的问题进行回答。 1 二、说明会召开的时间、地点 (一) 会议召开 ...
悦达投资:2025年上半年净利润1402.47万元 同比增长27.62%
Sou Hu Cai Jing· 2025-08-18 13:17
Financial Performance - For the first half of 2025, the company's operating revenue was approximately 1.36 billion, a decrease from 1.74 billion in the same period last year, representing a decline of about 22% [1] - The net profit attributable to shareholders was approximately 14 million, an increase from about 11 million in the previous year, showing a growth of approximately 27% [1] - The net cash flow from operating activities was approximately 5.59 million, a significant improvement from a negative cash flow of about 65.92 million in the same period last year [1] Profitability Metrics - The company's weighted average return on equity for the first half of 2025 was 0.27%, an increase of 0.04 percentage points year-on-year [24] - The return on invested capital for the same period was 0.54%, up by 0.27 percentage points compared to the previous year [24] Asset and Liability Changes - As of the end of the first half of 2025, the company's fixed assets increased by 27.48% compared to the end of the previous year, while construction in progress decreased by 32.56% [37] - Long-term borrowings increased by 17.52%, and non-current liabilities due within one year surged by 89.59% [40] Shareholder Structure - As of the end of the first half of 2025, the largest shareholder, Jiangsu Yueda Group Co., Ltd., maintained a holding of approximately 33.99% [51] - A new shareholder, Liu Shuang, entered the top ten shareholders, replacing the previous holder, Boshi Zhongzheng Financial Asset Management Plan [51] Valuation Ratios - As of August 15, 2025, the company's price-to-earnings ratio (TTM) was approximately 155.35, the price-to-book ratio (LF) was about 1.07, and the price-to-sales ratio (TTM) was around 1.78 [1]
悦达投资2025上半年营收同比下滑22.01%,存货周转天数延长
Sou Hu Cai Jing· 2025-08-17 18:28
Group 1 - The core viewpoint of the news is that Yueda Investment has experienced a decline in revenue but an increase in profit during the first half of 2025, indicating a shift in financial performance [1] - Yueda Investment's operating revenue for the first half of 2025 was 1.358 billion yuan, a year-on-year decrease of 22.01%, while the net profit attributable to shareholders was 14 million yuan, a year-on-year increase of 27.62% [1] - The company's net profit margin improved from 0.07% in the first half of 2024 to 0.63% in the first half of 2025, an increase of 0.56 percentage points [3] Group 2 - The gross profit margin increased from 5.74% in the first half of 2024 to 10.24% in the first half of 2025, an increase of 4.50 percentage points [3] - Yueda Investment's cash flow from operating activities turned positive, reaching 6 million yuan in the first half of 2025, compared to a negative 6.7 million yuan in the same period of 2024 [5] - The company's debt-to-asset ratio was 49.11% in the first half of 2025, an increase of 4.62 percentage points year-on-year [5] Group 3 - The number of institutional investors holding Yueda Investment shares decreased to 8 by the end of the first half of 2025, down from 16 in the same period of 2024, indicating a decline in investor confidence [7] - Yueda Investment's market capitalization was 4.705 billion yuan as of August 15, 2025, significantly lower than its peak market capitalization of 21.085 billion yuan on June 5, 2015, requiring a 348.10% increase in stock price to reach that historical high [7] - Despite the decrease in institutional holdings, improvements in profitability metrics provide a foundation for future growth [7]
悦达投资2025年中报简析:净利润增27.62%,盈利能力上升
Zheng Quan Zhi Xing· 2025-08-16 22:46
Core Viewpoint - The recent financial report of Yueda Investment (600805) shows a decline in total revenue but an increase in net profit, indicating a mixed performance with improved profitability metrics despite lower sales figures [1] Financial Performance - Total revenue for the first half of 2025 was 1.358 billion yuan, a decrease of 22.01% year-on-year - Net profit attributable to shareholders was 14.02 million yuan, an increase of 27.62% year-on-year - In Q2 2025, total revenue was 675 million yuan, down 30.15% year-on-year, while net profit was -1.80 million yuan, up 60.64% year-on-year - Gross margin increased by 78.33% year-on-year to 10.24%, and net margin rose by 762.6% to 0.63% [1] Cost and Efficiency Metrics - Total selling, administrative, and financial expenses amounted to 176 million yuan, accounting for 12.99% of revenue, an increase of 5.69% year-on-year - Earnings per share rose by 23.08% to 0.02 yuan, while operating cash flow per share increased by 108.48% to 0.01 yuan [1] Business Model and Investment Returns - The company's return on invested capital (ROIC) was 0.89%, indicating weak capital returns, with a historical median ROIC of 1.46% over the past decade - The company has experienced four years of losses since its listing, suggesting a generally poor financial track record [3] Strategic Focus and Projects - In 2024, the company is focusing on the development of the renewable energy sector, with several projects including a 378MW photovoltaic project and a 160MW/320MWh energy storage project successfully launched [4][5] - The company aims to enhance its market share and profitability in the energy sector by increasing power generation capacity and improving energy management efficiency [5] Recent Developments and Future Outlook - In Q1 2025, the company reported a revenue of 683 million yuan, with a year-on-year increase of 25.08% after excluding the impact of the divested subsidiary - The company anticipates continued growth in its renewable energy and textile sectors, with significant contributions from various projects [6] - The company has successfully launched multiple wind and solar storage projects since its strategic shift in 2022, positioning itself to capitalize on national carbon reduction initiatives [7]
悦达投资(600805)2025年中报简析:净利润增27.62%,盈利能力上升
Sou Hu Cai Jing· 2025-08-16 22:19
Core Viewpoint - The recent financial report of Yueda Investment (600805) shows a decline in total revenue but an increase in net profit, indicating a mixed performance with improved profitability metrics despite lower sales figures [1] Financial Performance - Total revenue for the first half of 2025 was 1.358 billion yuan, a decrease of 22.01% year-on-year [1] - Net profit attributable to shareholders was 14.02 million yuan, an increase of 27.62% year-on-year [1] - In Q2 2025, total revenue was 675 million yuan, down 30.15% year-on-year, while net profit was -1.80 million yuan, up 60.64% year-on-year [1] - Gross margin increased by 78.33% to 10.24%, and net margin rose by 762.6% to 0.63% [1] - Total expenses (selling, administrative, and financial) amounted to 176 million yuan, accounting for 12.99% of revenue, an increase of 5.69% year-on-year [1] Cash Flow and Debt Situation - Cash flow per share was 0.01 yuan, an increase of 108.48% year-on-year [1] - The company’s cash and cash equivalents increased by 19.68% to 1.21 billion yuan [1] - Interest-bearing liabilities rose by 30.77% to 3.589 billion yuan [1] Business Model and Strategy - The company’s return on invested capital (ROIC) was 0.89%, indicating weak capital returns [3] - The company is focusing on the development of the new energy sector, with several projects successfully launched, including a large-scale photovoltaic project and a shared energy storage project [4][5] - The company aims to enhance its market share and profitability in the energy sector by improving energy management efficiency through advanced technologies [4] Recent Developments - The company has successfully launched multiple wind and solar projects since its strategic transformation in 2022, aligning with national "dual carbon" development goals [5] - The manganese iron lithium project has achieved significant production capacity and market validation, with a fourfold increase in product shipment compared to the previous year [6]