炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 东吴证券（601555.SH）交出上半年成绩单。报告期内，东吴证券实现营业收入44.28亿元，同比增长 33.63%；实现归属于母公司股东的净利润19.32亿元，同比增长65.76%。公司拟向全体股东每10股派发 现金红利1.38元（含税），合计派发现金红利约6.86亿元，占半年度净利润的35.50%。 分业务来看，投资交易业务表现最为亮眼，实现营业收入21.10亿元，同比增长69.69%，毛利率达 93.30%，对公司整体业绩增长贡献显著。该业务营业成本同比下降39.07%，显示出较强的成本控制能 力和资金运用效率。 | | | | | 单位:元 | 币种:人民币 | | --- | --- | --- | --- | --- | --- | | 分行业 | 营业收入 | 营业成本 | 毛利率 | 营业收入比 | 营业成本比 上年增减(%) | | | | | (%) | 上年增减(%) | | | 财富管理业务 | 1.655,892,769.32 | 837,112,844.34 | 49.45 | 21.58 | 7.56 | ...

每经头条（nbdtoutiao）——世界首例基因编辑猪肺成功移植人体 对话主要参与者：距离临床应用还有 多远？ （记者 王晓波） 每经AI快讯，科达利发布公告称，2025年8月27日，科达利接受东吴证券等投资者调研，公司董事会秘 书罗丽娇等人回答了投资者提出的问题。 ...

Core Viewpoint - The company plans to utilize part of its temporarily idle raised funds for cash management to improve fund efficiency while ensuring that it does not affect the normal implementation of its investment projects [2][4][6]. Fundraising Basic Situation - The company raised a total of RMB 759,999,198.51 through a non-public issuance of 51,806,353 shares at RMB 14.67 per share, with a net amount of RMB 752,972,966.10 after deducting issuance costs [1][2]. Cash Management Basic Situation - The company intends to use up to RMB 30 million of the temporarily idle raised funds for cash management, which can be rolled over within a 12-month period from the board's approval date [2][4]. - The purpose of cash management is to enhance fund efficiency and reduce financial costs while ensuring the safety of the raised funds [2][4]. Investment Project Changes - The company has approved the change and completion of the "Lightweight Automotive Aluminum Components Intelligent Production Base Project" and will invest the remaining raised funds into a new project for the construction of a production line for high-strength fasteners [3][4]. Risk Analysis and Control Measures - The company plans to invest in low-risk, high-liquidity products such as structured deposits and large-denomination certificates of deposit, with overall risks being controllable [4]. - Measures will be taken to ensure the safety of funds and to avoid impacting the normal progress of investment projects [4][5]. Impact on the Company - The cash management plan is designed to ensure that it does not change the purpose of the raised funds or affect the company's main business operations, thereby providing better returns for the company and its shareholders [5][6]. Review Procedures - The board and supervisory board have approved the cash management proposal, complying with relevant laws and regulations, and ensuring that there is no disguised change in the use of raised funds [6].

Group 1 - The report is a continuous supervision tracking report for Zhangjiagang Haigang New Energy Equipment Co., Ltd. for the first half of 2025 by Dongwu Securities Co., Ltd. [1] - The report indicates that the company has established and effectively executed relevant regulations, including those to prevent related party transactions and manage raised funds [1][2] - The company has not encountered any significant issues requiring attention during the reporting period [2] Group 2 - The company has not failed to fulfill any commitments, and there are no reported reasons or corrective measures needed [2] - There were no instances of external investments, risk investments, or financial assistance that required reporting [2] - The report does not indicate any regulatory measures taken against the company or its sponsors [2]

证券代码：601555 股票简称：东吴证券 公告编号：2025-040 东吴证券股份有限公司 关于 2025 年半年度利润分配方案的公告 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： ● 本次利润分配每股分配比例：每股派发现金红利人民币 0.138 元（含税）。 ● 本次利润分配以公司实施权益分派方案时股权登记日在册的全体股东所 持股份数为基数，具体日期将在权益分派实施公告中明确。 ● 在实施权益分派的股权登记日前公司总股本发生变动的，拟维持每股分 配金额不变，相应调整分配总额，并将另行公告具体调整情况。 本次利润分配方案结合了公司发展阶段、未来的资金需求等因素，不会对公 司每股收益、现金流状况及正常经营产生重大影响。 （一）利润分配方案的具体内容 根据公司 2025 年半年度财务报告（未经审计），截至 2025 年 6 月 30 日， 东吴证券股份有限公司（以下简称"公司"）母公司报表期末未分配利润为人民 币 6,670,964,613.53 元。经董事会决议，公司 2025 年半年度拟以实施权益分派 股权 ...

中证报中证网讯（记者 林倩）8月27日盘后，东吴证券公告了2025年半年度报告。报告期内，东吴 证券实现营业收入44.28亿元，同比增长33.63%；归属于母公司股东的净利润19.32亿元，同比增长 65.76%。 ...

Core Insights - Dongwu Securities reported a revenue of 4.428 billion yuan for the first half of 2025, representing a year-on-year growth of 33.63% [1] - The net profit attributable to the parent company was 1.932 billion yuan, showing a year-on-year increase of 65.76% [1] - Basic earnings per share reached 0.39 yuan, reflecting a year-on-year growth of 69.57% [1] Revenue and Profit Analysis - In the second quarter, Dongwu Securities achieved a revenue of 1.336 billion yuan, which is a year-on-year increase of 22.75% [1] - The net profit attributable to the parent company for the second quarter was 0.952 billion yuan, marking a year-on-year growth of 34.2% [1]

智通财经APP讯，东吴证券(601555.SH)披露2025年半年度报告，报告期公司实现营收44.28亿元，同比 增长33.63%;归母净利润19.32亿元，同比增长65.76%;扣非净利润19.21亿元，同比增长66.20%;基本每股 收益0.39元。公司拟每10股派发现金红利1.38元(含税)。 ...

Core Viewpoint - The company has shown positive growth in its financial performance for the first half of 2025, with significant increases in revenue and profit metrics, alongside advancements in solid-state lithium battery materials and international market expansion [1][2][3]. Financial Performance - In the first half of 2025, the company achieved operating revenue of 4.432 billion yuan, a year-on-year increase of 25.17% - The net profit attributable to shareholders was 311 million yuan, up 8.47% year-on-year - The non-recurring net profit reached 251 million yuan, reflecting a growth of 16.02% year-on-year - The company has seen a substantial increase in the sales volume of lithium iron phosphate, establishing itself as a strategic supplier for major domestic battery manufacturers [1]. Solid-State Lithium Battery Materials - The company has made early and comprehensive investments in solid-state lithium battery materials, including oxides, sulfides, and halides - The semi-solid positive electrode material addresses safety issues associated with high-nickel materials, while the all-solid positive electrode material resolves interface impedance challenges - The solid electrolyte technology remains industry-leading, with stable production and large-scale supply capabilities achieved [2]. Three-Dimensional Material Business - The multi-material business has continued to expand, integrating products into the supply chains of global high-end electric vehicle manufacturers - The company has established deep cooperation with international giants like LGES and SK on, securing over 10 billion yuan in orders for the next three years - Domestic high-nickel and medium-nickel high-voltage products are being supplied to major domestic battery manufacturers [3]. Supply Chain Management - In response to fluctuations in raw material prices, the company is optimizing its supply chain management system - The company is actively signing framework agreements with raw material suppliers to reduce procurement costs while ensuring supply stability - The strategy includes extending its reach into upstream resource sectors to build a strategic supply chain security system [4]. International Market Development - The company has successfully supplied products to global lithium battery giants and well-known automotive companies in China, Japan, and other regions, with an increasing proportion of international customers - The lithium manganese iron phosphate business has seen rapid growth, with monthly sales volumes nearing 10,000 tons - The company has initiated construction on its Finland base project in the first half of 2025, with steady progress being made [5].

Core Viewpoint - Dongwu Securities report indicates that LiuGong's net profit attributable to shareholders in the first half of the year increased by 25% year-on-year, aligning with expectations, with a target to achieve 60 billion yuan in revenue by 2030 [1] Product Performance - Loaders: In the first half of 2025, domestic and international revenue both increased by 20% year-on-year, with global sales of electric loaders rising by 193% [1] - Excavators: In the first half of 2025, sales revenue increased by 25% year-on-year, with domestic terminal sales up by 31%, increasing market share by 1.6 percentage points, and overseas terminal sales up by 22%, increasing market share by 0.5 percentage points, resulting in a significant net profit growth of 90% [1] Profit Forecast Adjustments - Due to pressure from demand in specific overseas regions, the company’s net profit forecasts for 2025-2027 have been revised down to 1.85 billion, 2.76 billion, and 3.55 billion yuan respectively, from previous estimates of 2.07 billion, 2.89 billion, and 3.79 billion yuan [1] - The current market capitalization corresponds to price-to-earnings ratios of 12x, 8x, and 6x for the years 2025, 2026, and 2027 respectively, maintaining a "buy" rating [1]