Group 1 - The wind power equipment sector experienced a strong rally on September 5, with significant gains in various companies [1] - Jixin Technology reached its daily limit increase, indicating strong market interest [1] - Yunda Co. saw an increase of over 15%, reflecting positive investor sentiment [1] Group 2 - Other companies in the sector, such as Haili Wind Power, New Strong Union, Dajin Heavy Industry, and Jinlei Co., also experienced upward movement in their stock prices [1]

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].

据证券之星公开数据整理，近期吉鑫科技（601218）发布2025年中报。截至本报告期末，公司营业总收 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%。按单季度数据看，第二季 度营业总收入3.77亿元，同比上升9.65%，第二季度归母净利润3954.99万元，同比上升86.55%。本报告 期吉鑫科技盈利能力上升，毛利率同比增幅38.95%，净利率同比增幅97.73%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率26.16%，同比增38.95%，净利率11.41%，同比 增97.73%，销售费用、管理费用、财务费用总计2975.65万元，三费占营收比4.16%，同比减14.75%，每 股净资产3.02元，同比增3.91%，每股经营性现金流0.12元，同比减37.66%，每股收益0.08元，同比增 145.48% 证券之星价投圈财报分析工具显示： 偿债能力：公司现金资产非常健康。 商业模式：公司业绩主要依靠研发驱动。需要仔细研究这类驱动力背后的实际情况。 财报体检工具显示： 建议关注公司应收账款状况（应收账款/利润已达2002.5%） 以上内容为证券之星据公开信息整理 ...

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]

公司最新毛利率为26.16%。最新ROE为2.79%。 公司摊薄每股收益为0.08元，在已披露的同业公司中排名第19。 公司最新总资产周转率为0.19次，在已披露的同业公司中排名第18。最新存货周转率为1.99次。 2025年8月29日，吉鑫科技(601218.SH)发布2025年中报。 公司营业总收入为7.15亿元，在已披露的同业公司中排名第20。归母净利润为8156.17万元。经营活动现 金净流入为1.20亿元，较去年同报告期经营活动现金净流入减少7435.65万元，同比较去年同期下降 38.18%。 公司最新资产负债率为23.41%，较上季度资产负债率增加1.89个百分点，较去年同期资产负债率增加 1.15个百分点。 ...

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 ...