| 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 恒天海龙 | 2天2板 | 10.07% | 10:40 | 年工+低空 | | 000677 | | | | 经济 | | 宗申动力 | 首板 | 10.02% | 09:37 | 低空经济 | | 001696 | | | | +军工 | | 湖南天雁 | 首板 | 10.09% | 09:54 | 汽车+军工 | | 600698 | | | | | | 晨曦航空 | 首板 | 19.96% | 10:36 | 车工 | | 300581 | | | | | | 利君股份 | 首板 | 9.97% | 10:38 | 军工 | | 002651 | | | | | | 内蒙一机 | 首板 | 9.98% | 10:40 | 年工+机器 | | 600967 | | | | く | | 华伍股份 | 首板 | 19.94% | 10:54 | 车工 | | 300095 | | | | | | 建设工业 | ーモモ | 10 0401 | 11.07 | 军工 | 5月7 ...

随着A股上市公司一季报披露完毕，社保基金等长线资金的持仓情况也逐渐浮出水面，现身多家A股上市公司前十 大流通股东名单中。 7651.23万元，同比增长80.52%。方正证券文姬在4月26日发布的研报中表示，3月末，中通客车完成智利895辆电 动大巴首批300台交付，剩余近600辆预计于二季度集中交付，二季度盈利环比向上表现有望延续。当前看，中通 客车新能源出口持续突破，成功中标迪拜40辆高端新能源订单，海外高端订单排产已至6月份，在手订单充沛保障 全年盈利高增。 蓝思科技一季度获社保基金新增持仓市值达10.88亿元。从蓝思科技披露的一季报来看，全国社保基金一零八组 合、全国社保基金六零一组合分别位列前十大流通股东第九和第十席位。蓝思科技4月17日公告称，2025年第一季 度实现营业收入170.63亿元，同比增长10.10%；归属于上市公司股东的净利润为4.29亿元，同比增长38.71%。公 司主要业务智能手机与电脑类业务增加，导致收入增长。浦银国际证券沈岱等人在4月22日发布的研报中表示，今 年下半年大客户新机型结构件、外观件等改款将带动蓝思科技相关业务向上受益。国内安卓客户在组装、新能源 车以及IoT等业务 ...

从最新持仓动向来看，choice数据显示， 社保基金一季度新进入215家个股的前十大流通股东名单 。其中， 中通客车新增社保基金持股家 数最多，达到3家 。 此外，蓝思科技、内蒙一机、安靠智电、学大教育、焦点科技、海兴电力、振华股份、绝味食品、珠江啤酒、北大 荒、安达智能、*ST松发、合合信息、奥士康和利民股份新增社保基金持股家数均达到2家。具体情况如下图： | 名称 | 持股机构家数 | 持股数量 | 持股市值 | 东财行业 | | --- | --- | --- | --- | --- | | | | (万股) | (亿元) | | | 中通客车 | 3 | 1212. 33 | 1. 37 | 商用车 | | 蓝思科技 | 2 | 4296. 86 | 10. 88 | 电子设备制造 | | 内蒙一机 | 2 | 2750. 53 | 2. 95 | 地面装备 | | 安靠智电 | 2 | 831. 39 | 2. 51 | 电线电缆 | | 学大教育 | 2 | 504. 15 | 2. 39 | 教育信息化服务 | | 焦点科技 | 2 | 534. 28 | 2. 30 | 电子商务B2B | | ...

Investment Rating - The report maintains an "Accumulate-A" rating for the company [1][6] Core Views - The company is experiencing a rapid recovery in performance, driven by both domestic and foreign trade [1][5] - The revenue for Q1 2025 shows a year-on-year growth of 19.60%, indicating a strong recovery trend [4][5] Financial Performance Summary - For the year 2024, the company's revenue was 9.792 billion yuan, a decrease of 2.18% year-on-year, while the net profit attributable to shareholders was 500 million yuan, down 41.33% year-on-year [4] - In Q1 2025, the company reported a revenue of 2.731 billion yuan, up 19.60% year-on-year, and a net profit of 186 million yuan, an increase of 11.03% year-on-year [4][5] - The total liabilities decreased by 31.38% to 8.419 billion yuan in 2024, while cash and cash equivalents dropped by 49.25% to 2.551 billion yuan [4] Market Data - As of April 28, 2025, the closing price was 11.19 yuan, with a market capitalization of 19.043 billion yuan [3] - The stock has seen a yearly high of 13.40 yuan and a low of 6.39 yuan [3] Earnings Forecast - The expected EPS for 2025, 2026, and 2027 are 0.42 yuan, 0.49 yuan, and 0.56 yuan respectively, with corresponding P/E ratios of 26.9, 22.9, and 19.9 [6][9]

Investment Rating - The investment rating for the company is "Buy" with a target price not specified [5] Core Views - The company achieved significant revenue growth in Q1 2025, with a revenue of 2.731 billion yuan, representing a year-on-year increase of 19.6% and a quarter-on-quarter increase of 1.75% [2] - The company plans to achieve a main business revenue of 11 billion yuan in 2025, which is a 12.34% increase compared to 2024 [2] - The substantial increase in related party transactions, expected to reach 8.45 billion yuan in 2025, indicates a strong recovery in overall revenue [2] - The company is advancing in cutting-edge technologies such as unmanned systems and artificial intelligence, which is expected to enhance its growth trajectory [3] - The forecast for net profit attributable to the parent company for 2025 has been adjusted to 910.89 million yuan, reflecting a significant recovery from the previous year's decline [3] Financial Summary - In 2024, the company reported a revenue of 9.792 billion yuan, a decrease of 2.18% year-on-year, and a net profit of 499.51 million yuan, down 41.33% year-on-year [4] - The company’s EBITDA for 2024 is projected at 1.291 billion yuan, with a net profit margin of 5.10% [4] - The projected financials for 2025 include a revenue of 11.505 billion yuan, a net profit of 910.89 million yuan, and an EPS of 0.54 yuan [4] - The company’s P/E ratios for 2025, 2026, and 2027 are expected to be 20.61, 17.85, and 15.13 respectively [3][4]

Investment Rating - The investment rating for the company is "Buy" with a target price not specified [5] Core Views - The company achieved significant revenue growth in Q1 2025, with a revenue of 2.731 billion yuan, representing a year-on-year increase of 19.6% and a quarter-on-quarter increase of 1.75% [2] - The company plans to achieve a main business revenue of 11 billion yuan in 2025, which is a 12.34% increase compared to 2024 [2] - The substantial increase in related party transactions, expected to reach 8.45 billion yuan in 2025, indicates a strong recovery in overall revenue [2] - The company is advancing in cutting-edge technologies such as unmanned systems and artificial intelligence, which is expected to enhance its growth trajectory [3] - The forecast for net profit attributable to the parent company for 2025-2027 has been slightly adjusted downwards, with expected figures of 911 million yuan, 1.051 billion yuan, and 1.241 billion yuan respectively [3] Financial Summary - In 2024, the company reported a revenue of 9.792 billion yuan, a decrease of 2.18% year-on-year, and a net profit of 499.51 million yuan, down 41.33% year-on-year [4] - The company’s EBITDA for 2024 is projected at 1.291 billion yuan, with a net profit margin of 5.10% [4] - The company’s financial ratios indicate a P/E ratio of 37.58 for 2024, expected to decrease to 20.61 in 2025 [4] - The total assets of the company are projected to reach 31.598 billion yuan by 2025, with a debt-to-equity ratio of 42.03% [10]

Core Insights - Inner Mongolia First Machinery Group (600967.SH) reported a strong performance in Q1 2025, leading its peers in revenue, net profit, and cash flow metrics [1][3] Financial Performance - The company's total revenue reached 2.731 billion yuan, marking an increase of 448 million yuan or 19.60% year-on-year [1] - Net profit attributable to shareholders was 186 million yuan, up by 18.5 million yuan or 11.03% compared to the same period last year [1] - Operating cash flow showed a significant increase, with a net inflow of 728 million yuan, up by 1.731 billion yuan year-on-year [1] Key Ratios - The latest debt-to-asset ratio stands at 42.88%, a decrease of 6.25 percentage points from the previous year [3] - Gross margin is reported at 11.22% [3] - Return on equity (ROE) is at 1.58%, an increase of 0.14 percentage points year-on-year [3] - Diluted earnings per share (EPS) is 0.11 yuan, reflecting a year-on-year increase of 12.24% [3] - Total asset turnover ratio improved to 0.13 times, up by 37.08% year-on-year [3] - Inventory turnover ratio increased to 0.94 times, a rise of 52.14% compared to the previous year [3] Shareholder Structure - The number of shareholders is 64,400, with the top ten shareholders holding 1.052 billion shares, accounting for 61.82% of the total share capital [3] - The largest shareholder is Inner Mongolia First Machinery Group Co., Ltd., holding 42.45% [3]

证券代码：600967 证券简称：内蒙一机 公告编号：临 2025-015 号 内蒙古第一机械集团股份有限公司 关于召开2024年年度股东会的通知 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： 股东会召开日期：2025年5月16日 本次股东会采用的网络投票系统：上海证券交易所股东大会网络投票系统 一、召开会议的基本情况 （一）股东会类型和届次 2024年年度股东会 （二）股东会召集人：董事会 （三）投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合的方 式 （四）现场会议召开的日期、时间和地点 网络投票起止时间：自2025 年 5 月 16 日 至2025 年 5 月 16 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股东会召 开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00-15:00；通过互联网投票平台 的投票时间为股东会召开当日的 9:15-15:00。 （六）融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 1 涉及融资融券、转 ...

证券代码：600967 证券简称：内蒙一机 公告编号：临 2025－005 号 内蒙古第一机械集团股份有限公司 七届十五次监事会决议公告 本公司监事会及全体监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： 一、监事会会议召开情况 （一）本次监事会会议的召开符合有关法律、行政法规、部门规章、规范性 文件和《公司章程》的规定。 （二）召开本次会议的会议通知及会议资料于 2025 年 4 月 14 日以电子邮件、 书面送达方式发出。 （三）本次会议于 2025 年 4 月 24 日在公司二楼会议室以现场形式召开并形 成决议。 （四）会议应参加表决监事 4 名，实际参加表决监事 4 名。其中监事赵晶因 公未能出席本次会议，委托监事宁显波出席会议并行使表决权。会议由与会监事 共同推举沈昌美监事主持。 二、监事会会议审议情况 经出席监事审议，以现场投票表决方式通过以下议案： 1.审议通过《关于 2024 年度监事会工作报告议案》。 ● 本次会议应参加表决监事 4 名，实际参加表决监事 4 名。其中监事赵晶 因公未能出席本次会议，委托监事宁显波 ...

证券代码：600967 证券简称：内蒙一机 公告编号：临 2025-004 号 内蒙古第一机械集团股份有限公司 七届二十一次董事会决议公告 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。 重要内容提示： ● 本次会议应参加表决董事6名（其中独立董事3名），实际参加表决董事6 名。 ● 本次董事会没有议案有反对或弃权票。 ● 本次董事会议案全部获得通过。 一、董事会会议召开情况 （一）本次董事会会议的召开符合有关法律、行政法规、部门规章、规范性 文件和《公司章程》的规定。 （二）内蒙古第一机械集团股份有限公司七届二十一次董事会会议通知于 2024 年 4 月 14 日以书面和邮件形式告知全体董事。 （三）本次会议于 2025 年 4 月 24 日在公司二楼会议室以现场方式召开并形 成决议。 （四）会议应参加表决董事 6 名（其中独立董事 3 名），实际参加表决董事 6 名。会议由董事长王永乐主持。公司部分监事和高级管理人员列席了会议。 二、董事会会议审议情况 经出席董事审议，以投票表决方式通过以下议案： 1.审议通过《关于 20 ...