Core Insights - The wind power concept stocks in the A-share market have shown strong performance, with several companies hitting their daily price limits [1] Group 1: Stock Performance - Yunda Co., Ltd. (运达股份) reached a 20% increase, with a total market value of 15 billion [2] - Jixin Technology (吉鑫科技) saw a 10.12% rise, with a market capitalization of 4.535 billion [2] - Dajin Heavy Industry (大金重工) increased by 7.91%, with a market value of 24.9 billion [2] - Gold Wind Technology (金风科技) rose by 7.02%, with a market capitalization of 50.2 billion [2] - Tiensun Wind Energy (天顺风能) experienced a 6.5% increase, with a total market value of 1.35 billion [2] - Other notable performers include Meilei Co., Ltd. (美雷股份) up 5.93%, Haili Wind Power (海力风电) up 5.92%, and Weili Transmission (威力传动) up 5.77% [1][2] Group 2: Year-to-Date Performance - Yunda Co., Ltd. has a year-to-date increase of 44.80% [2] - Jixin Technology has risen 43.56% year-to-date [2] - Dajin Heavy Industry shows a significant year-to-date increase of 90.93% [2] - Gold Wind Technology has a year-to-date increase of 16.70% [2] - Tiensun Wind Energy has a year-to-date decline of 4.39% [2] - Other companies like Meilei Co., Ltd. and Haili Wind Power have year-to-date increases of 37.74% and 49.22% respectively [2]

Core Viewpoint - The AI Fund Hongde New Energy Industry Mixed Initiation A (018029) reported a profit of 468,700 yuan for the first half of 2025, with a weighted average profit per fund share of 0.0444 yuan. The fund's net value growth rate was 6.4%, and the fund size reached 7.7564 million yuan by the end of the first half of the year [2]. Fund Performance - As of September 3, 2025, the fund's one-year cumulative net value growth rate was 50.93%, ranking it 55 out of 169 comparable funds. The three-month and six-month growth rates were 27.97% and 24.93%, ranking 39 out of 171 and 20 out of 171, respectively [4]. - The fund's net value as of September 3, 2025, was 0.858 yuan per unit [2]. Economic Context - The fund management indicated that the overall economic operation was stable in the first half of the year, with GDP growth of 5.3% year-on-year, supported by policies promoting consumption and investment. However, uncertainties regarding exports and consumption in the second half of the year were noted, with a need for effective policy stimulation to address potential economic momentum shortages [2]. Valuation Metrics - As of June 30, 2025, the fund's weighted average price-to-earnings (P/E) ratio was approximately 43.24 times, compared to the industry average of 36.17 times. The weighted average price-to-book (P/B) ratio was about 2 times, while the industry average was 2.99 times. The weighted average price-to-sales (P/S) ratio was approximately 1.95 times, against an industry average of 2.5 times [10]. Growth Metrics - For the first half of 2025, the weighted average revenue growth rate of the stocks held by the fund was -0.02%, and the weighted average net profit growth rate was 0.6%. The weighted annualized return on equity was 0.05% [16]. Fund Holdings and Turnover - As of June 30, 2025, the fund had a total of 174 holders, with a total of 10.7206 million shares held. Institutional investors accounted for 93.28% of the holdings, while individual investors made up 6.72% [32]. - The fund's turnover rate for the last six months was approximately 205.04% [35]. Top Holdings - The top ten holdings of the fund included companies such as Ningde Times, Sunshine Power, Longi Green Energy, China Nuclear Power, and Huayou Cobalt [37].

Group 1 - The core viewpoint of the article highlights the strong financial performance of Jixin Technology (601218) in its 2025 mid-year report, with significant increases in revenue and net profit [1] - The total operating revenue reached 715 million yuan, a year-on-year increase of 23.2%, while the net profit attributable to shareholders was 81.56 million yuan, up 143.18% year-on-year [1] - In Q2, the operating revenue was 377 million yuan, reflecting a 9.65% year-on-year growth, and the net profit for the quarter was 39.55 million yuan, an increase of 86.55% year-on-year [1] Group 2 - The company's gross profit margin improved by 38.95% year-on-year, reaching 26.16%, while the net profit margin increased by 97.73% to 11.41% [1] - Total selling, administrative, and financial expenses amounted to 29.76 million yuan, accounting for 4.16% of revenue, which is a decrease of 14.75% year-on-year [1] - Earnings per share rose significantly by 145.48% to 0.08 yuan, while operating cash flow per share decreased by 37.66% to 0.12 yuan [1] Group 3 - The company's return on invested capital (ROIC) was 1.51%, indicating a weak capital return, with a historical median ROIC of 4.27% over the past decade [2] - The net profit margin last year was 2.47%, suggesting low added value for the company's products or services [2] - The company has a healthy cash asset position, which is crucial for its debt repayment capability [2] Group 4 - The accounts receivable situation is concerning, with accounts receivable to profit ratio reaching 2002.5% [3]

Core Viewpoint - The company plans to distribute a cash dividend of 0.1 yuan per 10 shares for the first half of 2025, based on its financial performance and subject to shareholder approval [1][2]. Summary by Sections Profit Distribution Plan - The company reported a net profit attributable to shareholders of 81,561,657.69 yuan for the first half of 2025, with cumulative distributable profits amounting to 608,839,531.53 yuan as of June 30, 2025 [1]. - The total number of shares as of June 30, 2025, is 969,033,512, leading to a total cash dividend distribution of 9,690,335.12 yuan (including tax) [1]. Decision-Making Process - The company's board of directors held a meeting on August 28, 2025, where the profit distribution proposal was approved with 7 votes in favor and no opposition [2]. - The supervisory board also approved the profit distribution proposal, stating it complies with relevant laws and regulations and supports the company's long-term development [2].

Core Points - The sixth meeting of the supervisory board of Jiangsu Jixin Wind Energy Technology Co., Ltd. was held on August 28, 2025, with all three supervisors present [1] - The supervisory board approved the disclosure of the 2025 semi-annual report and its summary, confirming compliance with relevant laws and regulations [2] - The board also approved the 2025 semi-annual profit distribution plan, which will be submitted for review at the first extraordinary general meeting of shareholders in 2025 [2] - The decision to cancel the supervisory board and amend the company's articles of association was also approved, along with the removal of Mr. Huai Gangqiang from his position as a non-employee representative supervisor [3]

Group 1 - The company reported a total operating revenue of 715 million yuan, ranking 20th among disclosed peers [1] - The net profit attributable to shareholders was 81.56 million yuan [1] - The net cash flow from operating activities was 120 million yuan, a decrease of 74.36 million yuan compared to the same period last year, representing a year-on-year decline of 38.18% [1] Group 2 - The latest debt-to-asset ratio is 23.41%, an increase of 1.89 percentage points from the previous quarter and an increase of 1.15 percentage points from the same period last year [3] - The latest gross profit margin is 26.16% [3] - The latest return on equity (ROE) is 2.79% [3] - The diluted earnings per share is 0.08 yuan, ranking 19th among disclosed peers [3] - The latest total asset turnover ratio is 0.19 times, ranking 18th among disclosed peers [3] - The latest inventory turnover ratio is 1.99 times [3]

2023 2024 2025 ■ 单季度营业总收入-第二季度(亿) ■ 营业总收入-中报(亿) 一 归母净利润 一 归母净利润-中报(万) 8156.17 同比 +143.18% 单季度归母净利润-第二季度(万) 3954.99 目比 +86.54% 8156.16 5345.21 4323.07 3954.98 3353.9 2120.09 2023 2024 2025 ■ 单季度归母净利润-第二季度(万) ■ 归母净利润-中报(万) 一 扣非净利润 一 扣非净利润-中报(万) 7083.98 同比 +188.84% 单季度扣非净利润-第二季度(万) 4221.24 同比 +208.04% 7083.98 4804.14 4221.23 3914.47 2452.51 1370.33 2023 2024 2025 ■ 单季度扣非净利润-第二季度(万) ■ 扣非净利润-中报(万) l 财务数据 证券之星消息，吉鑫科技2025年中报显示，公司主营收入7.15亿元，同比上升23.2%；归母净利润 8156.17万元，同比上升143.18%；扣非净利润7083.98万元，同比上升188.85%；其中2025年第二季 ...

Core Viewpoint - The company, Jixin Technology (601218.SH), reported strong performance in the first half of the year, driven by increased demand in the domestic wind power industry, with significant growth in both revenue and net profit [1]. Financial Performance - The company achieved operating revenue of 715 million yuan, representing a year-on-year increase of 23.20% [1]. - The net profit attributable to shareholders was 81.56 million yuan, reflecting a substantial year-on-year growth of 143.18% [1]. - The company declared a cash dividend of 0.1 yuan for every 10 shares to all shareholders [1].

证券代码：601218 证券简称：吉鑫科技 公告编号：2025-027 江苏吉鑫风能科技股份有限公司 关于召开2025年第一次临时股东大会的通知 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： 一、 召开会议的基本情况 (一) 股东大会类型和届次 2025年第一次临时股东大会 (二) 股东大会召集人：董事会 (三) 投票方式：本次股东大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 召开的日期时间：2025 年 9 月 15 日 14 点 00 分 召开地点：江苏省江阴市云亭街道工业园区那巷路 8 号公司行政大楼三楼会 议室 (五) 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 9 月 15 日 至2025 年 9 月 15 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 东大会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00 ...

证券代码：601218 证券简称：吉鑫科技 公告编号：2025-024 江苏吉鑫风能科技股份有限公司 关于第六届监事会第八次会议决议的公告 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。 江苏吉鑫风能科技股份有限公司 （以下简称"吉鑫科技"或"公司"） 第 六届监事会第八次会议于 2025 年 8 月 28 日在公司会议室召开。会议应到监事 3 人，实到监事 3 人。会议由监事会主席怀刚强先生召集和主持。本次会议的召集 和召开程序符合法律法规及《公司章程》的规定。 经过认真审核，与会监事发表意见如下：同意取消监事会并对《公司章程》 及其附件进行修订，同意免去怀刚强先生非职工代表监事职务。 经与会监事审议表决，达成如下决议： 一、以 3 票赞成、0 票反对、0 票弃权审议通过《关于审议并披露 2025 年半 年度报告及其摘要的议案》。 经过认真审核，与会监事发表意见如下：2025 年半年度报告编制和审议程 序符合国家法律法规、《公司章程》及公司内控制度的相关规定；报告的内容和 格式符合中国证监会和上海证券交易所的要求，真实反映了 ...