内蒙古第一机械集团股份有限公司2025 年半年度报告 公司代码：600967 公司简称：内蒙一机 内蒙古第一机械集团股份有限公司 2025 年半年度报告 1 / 146 内蒙古第一机械集团股份有限公司2025 年半年度报告 重要提示 一、本公司董事会、监事会及董事、监事、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。 二、公司全体董事出席董事会会议。 三、本半年度报告未经审计。 四、公司负责人王永乐、主管会计工作负责人李志强及会计机构负责人（会计主管人员）孟凡秋 声明：保证半年度报告中财务报告的真实、准确、完整。 五、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 不适用 六、前瞻性陈述的风险声明 √适用 □不适用 本报告中涉及的未来计划、发展战略等前瞻性描述，不构成公司对投资者的实质承诺，敬请投资 者注意投资风险。 十、重大风险提示 公司已在本报告中详细描述可能存在的相关风险，敬请查阅第三节管理层讨论与分析中可能面对 的风险部分内容。 十一、其他 √适用 □不适用 公司主营产品涉及国防武器装备，根据行业主管部门保密要求， ...

格隆汇8月25日丨内蒙一机(600967.SH)公布2025年半年度报告，报告期实现营业收入57.27亿元，同比增 长19.62%；归属于上市公司股东的净利润2.9亿元，同比增长9.99%；归属于上市公司股东的扣除非经常 性损益的净利润2.88亿元，同比增长10.13%；基本每股收益0.170元。 ...

Summary of Key Points Core Viewpoint - As of August 25, 2023, a total of 509 stocks in the Shanghai and Shenzhen markets have experienced a net outflow of main funds for five consecutive days or more, indicating a trend of capital withdrawal from these stocks [1]. Group 1: Stocks with Longest Net Outflow - Hongchuang Holdings has the longest net outflow, with 22 consecutive days of capital withdrawal [1]. - Dashengda follows with 21 consecutive days of net outflow [1]. Group 2: Stocks with Highest Total Net Outflow - Inner Mongolia First Machinery Group has the largest total net outflow, with a cumulative amount of 3.976 billion yuan over 8 days [1]. - Wolong Electric Drive is next, with a total net outflow of 3.784 billion yuan over 7 days [1]. Group 3: Stocks with Highest Net Outflow Ratio - Guanghui Energy has the highest net outflow ratio, with 19.99% over 11 days, and has seen a decline of 2.17% in its stock price [1]. - Other notable stocks include Yuyuan Lithium Chip and Aerospace Rainbow, with net outflow ratios of 9.25% and 7.86% respectively [1]. Group 4: Performance of Affected Stocks - The stock of Inner Mongolia First Machinery Group has decreased by 10.46% during the net outflow period [1]. - In contrast, Wolong Electric Drive has increased by 22.34% despite the net outflow [1].

Core Viewpoint - As of August 22, 2023, a total of 513 stocks in the Shanghai and Shenzhen markets have experienced net outflows of main funds for five consecutive days or more, indicating a trend of capital withdrawal from these stocks [1]. Group 1: Stocks with Longest Net Outflow - Hongchuang Holdings has the longest net outflow, with 21 consecutive days of main fund outflows [1]. - Dashengda follows with 20 consecutive days of net outflows [1]. Group 2: Stocks with Highest Total Net Outflow - Inner Mongolia First Machinery Group has the highest total net outflow, with a cumulative amount of 3.897 billion yuan over 7 days [1]. - Wolong Electric Drive ranks second with a total net outflow of 3.742 billion yuan over 6 days [1]. Group 3: Stocks with Highest Net Outflow Ratio - Guanghui Energy has the highest net outflow ratio, with 19.21% of its trading volume being net outflows over the past 10 days [1]. - The stock has also seen a decline of 2.36% during this period [1]. Group 4: Additional Notable Stocks - Other notable stocks with significant net outflows include: - Shenghong Technology: 3.399 billion yuan over 7 days, with a decline of 7.52% [1]. - WuXi AppTec: 3.332 billion yuan over 6 days, with a decline of 4.74% [1]. - Great Wall Military Industry: 2.978 billion yuan over 7 days, with a decline of 7.73% [1].

Core Viewpoint - Inner Mongolia First Machinery Group Co., Ltd. (Inner Mongolia Yijian) has shown significant stock price growth and trading activity, indicating strong market interest and potential investment opportunities in the defense and military equipment sector [2][3]. Company Performance - The stock price of Inner Mongolia Yijian has increased by 204.39% year-to-date, with a recent 0.43% rise over the last five trading days, 30.72% over the last 20 days, and 110.50% over the last 60 days [2]. - As of July 10, the company reported a revenue of 2.731 billion yuan for Q1 2025, representing a year-on-year growth of 19.60%, and a net profit attributable to shareholders of 186 million yuan, up 11.03% year-on-year [2]. Trading Activity - On August 22, the stock price reached 25.66 yuan per share with a trading volume of 1.465 billion yuan and a turnover rate of 3.43%, resulting in a total market capitalization of 43.668 billion yuan [1]. - The company has appeared on the "Dragon and Tiger List" nine times this year, with the most recent appearance on August 15, where it recorded a net buy of -820 million yuan [2]. Shareholder Information - As of March 31, 2025, the number of shareholders increased by 160.16% to 160,000, while the average circulating shares per person decreased by 61.50% to 10,634 shares [2]. - The top ten circulating shareholders include notable funds, with South Fund Military Reform Flexible Allocation Mixed A holding 14.1217 million shares, a decrease of 2.9224 million shares from the previous period [3].

Group 1 - As of August 21, a total of 422 stocks in the Shanghai and Shenzhen markets have experienced net outflows of main funds for five consecutive days or more [1] - The stock with the longest net outflow duration is Hongchuang Holdings, with 20 days of continuous outflow, followed by Dashengda with 19 days [1] - The largest total net outflow amount is from Inner Mongolia First Machinery Group, with a cumulative outflow of 3.856 billion yuan over six days [1] Group 2 - The stock with the highest net outflow ratio is Guanghui Energy, which has seen a 20.09% outflow ratio over the past nine days [1] - The cumulative price change for Inner Mongolia First Machinery Group is -12.86%, while Dashengda has a change of 14.37% [1] - Other notable stocks with significant net outflows include Shenghong Technology, China Great Wall, and WuXi AppTec, with net outflows of 3.218 billion yuan, 3.105 billion yuan, and 3.164 billion yuan respectively [1] Group 3 - The Food and Beverage ETF has seen a recent increase in shares, with a net inflow of 19.085 million yuan [4] - The Gaming ETF has also experienced a net inflow of 23.848 million yuan, indicating positive investor sentiment [4] - The Semiconductor ETF has recorded a net inflow of 5.445 million yuan, reflecting growing interest in the sector [4] Group 4 - The Cloud Computing 50 ETF has faced a net outflow of 1.244 million yuan, suggesting a potential shift in investor focus [5] - The recent performance of the Cloud Computing ETF shows a 6.06% increase over the past five days, despite the outflow [5] - The valuation level of the Cloud Computing ETF is at 92.88%, indicating a high valuation compared to historical levels [6]

Market Overview - The ground equipment sector experienced a decline of 2.71% on August 21, with Inner Mongolia First Machinery Group leading the drop [1] - The Shanghai Composite Index closed at 3771.1, up 0.13%, while the Shenzhen Component Index closed at 11919.76, down 0.06% [1] Stock Performance - Notable stock performances included: - Tianqiao Equipment (300922) rose by 1.77% to close at 28.16 with a trading volume of 71,700 shares and a turnover of 200 million yuan [1] - Inner Mongolia First Machinery Group (600967) fell by 4.37% to close at 25.15, with a trading volume of 1,111,900 shares and a turnover of 2.832 billion yuan [2] - North China Longyuan (301357) decreased by 3.63% to close at 162.57, with a trading volume of 63,100 shares and a turnover of 1.041 billion yuan [2] Capital Flow - The ground equipment sector saw a net outflow of 1.429 billion yuan from institutional investors, while retail investors had a net inflow of 1.448 billion yuan [2][3] - Specific stock capital flows indicated: - Tianqiao Equipment had a net inflow of 12.12 million yuan from institutional investors [3] - North China Longyuan experienced a significant net outflow of 110 million yuan from institutional investors [3] - Inner Mongolia First Machinery Group had a net outflow of 270 million yuan from institutional investors [3]

Market Overview - The ground armament sector experienced a decline of 1.19% on August 20, with Changcheng Military Industry leading the drop [1] - The Shanghai Composite Index closed at 3766.21, up 1.04%, while the Shenzhen Component Index closed at 11926.74, up 0.89% [1] Individual Stock Performance - Changcheng Military Industry (601606) closed at 64.69, down 3.45% with a trading volume of 750,500 shares and a transaction value of 4.957 billion [2] - Other notable performers included: - North China Long Dragon (301357) at 168.70, down 2.49% [2] - Tianzuo Equipment (300922) at 27.67, down 1.60% [2] - Inner Mongolia First Machinery (600967) at 26.30, down 1.39% [2] - The highest closing price was recorded by Changcheng Military Industry, while the largest decline was also noted in this stock [2] Capital Flow Analysis - The ground armament sector saw a net outflow of 966.7 million from institutional investors, while retail investors contributed a net inflow of 999 million [2][3] - The capital flow for individual stocks showed: - Changcheng Military Industry had a net outflow of 428 million from institutional investors [3] - Inner Mongolia First Machinery experienced a net outflow of 225 million [3] - North China Long Dragon had a net outflow of 90.33 million [3] Summary of Trading Activity - The trading volume and transaction values varied significantly across stocks, with Changcheng Military Industry leading in transaction value at 4.957 billion [2] - The overall sentiment in the ground armament sector appears cautious, with significant net outflows from institutional investors [2][3]

Group 1 - As of August 19, 2025, Inner Mongolia First Machinery Group's stock price closed at 26.67 yuan, down 3.96% from the previous trading day, with an intraday fluctuation of 6.88% and a trading volume of 4.393 billion yuan [1] - The company's main business includes transportation equipment manufacturing, with involvement in robotics and energy storage sectors. Its products are widely used in rail transit and construction machinery industries [1] - On August 19, the stock price of Inner Mongolia First Machinery Group showed significant volatility, with a quick rebound in the morning followed by a decline, indicating active market trading [1] Group 2 - On that day, the net outflow of main funds was 678 million yuan, with a cumulative net outflow of 2.903 billion yuan over the past five days [1]

Market Overview - The Shanghai Composite Index fell by 0.02% on August 19, with 18 out of the 28 sectors experiencing gains, led by the comprehensive and communication sectors, which rose by 3.48% and 1.87% respectively [1] - The non-banking financial and defense industry sectors had the largest declines, down by 1.64% and 1.55% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 61.83 billion yuan, with six sectors seeing net inflows [1] - The home appliance sector led the net inflow with 2.175 billion yuan and a daily increase of 0.87%, followed by the food and beverage sector with a net inflow of 1.981 billion yuan and a daily increase of 1.04% [1] Defense Industry Performance - The defense industry saw a decline of 1.55% with a net capital outflow of 7.930 billion yuan [2] - Out of 139 stocks in the defense sector, 29 stocks increased, with 4 hitting the daily limit up, while 108 stocks declined [2] - The top three stocks with net inflows in the defense sector were Haige Communication (3.34 billion yuan), Qiyi Er (1.53 billion yuan), and Taihao Technology (1.52 billion yuan) [2] Defense Industry Capital Inflow and Outflow - The top stocks for capital inflow in the defense sector included: - Haige Communication: +2.49% with a capital flow of 334.18 million yuan - Qiyi Er: +2.61% with a capital flow of 152.70 million yuan - Taihao Technology: +10.05% with a capital flow of 151.85 million yuan [4] - The top stocks for capital outflow included: - China Shipbuilding: -0.31% with a capital outflow of 1.266 billion yuan - Jingjiawei: -7.50% with a capital outflow of 914.19 million yuan - Inner Mongolia First Machinery: -3.96% with a capital outflow of 655.36 million yuan [4]