证券之星消息，10月9日专用设备板块较上一交易日上涨0.93%，灵鸽科技领涨。当日上证指数报收于 3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。专用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 920284 | 灵鸽科技 | 39.41 | 29.98% | | 17.63万 | | 6.63亿 | | 300512 | 中亚股份 | 9.49 | 19.97% | | 29.07万 | | 2.64亿 | | 300151 | 昌红科技 | 14.47 | 11.65% | | 44.42万 | | 6.32亿 | | 920781 | 瑞奇智造 | 11.09 | 10.90% | | 11.98万 | | 1.32亿 | | 603011 | 合报書能 | 21.62 | 10.03% | | 8.91万 | | 1.93亿 | | 001332 | 锡装股份 | 71.27 | 10.00% | ...

Market Overview - The specialized equipment sector increased by 0.04% on September 1, with Degute leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Top Performers - Degute (300950) closed at 35.94, with a significant increase of 20.00% and a trading volume of 200,100 shares, amounting to a transaction value of 713 million yuan [1] - Kaiteng Precision (871553) saw a rise of 17.14%, closing at 13.33 with a trading volume of 196,900 shares [1] - Bingtian Co. (603800) and Shanghai Yahui (603159) both increased by 10.00%, closing at 51.70 and 22.00 respectively [1] Underperformers - Zhuoran Co. (688121) experienced a decline of 10.93%, closing at 13.36 with a trading volume of 148,000 shares [2] - Zhengfan Technology (688596) fell by 9.12%, closing at 37.38 with a trading volume of 336,100 shares [2] - ST Xinyan (300159) decreased by 4.14%, closing at 3.24 with a trading volume of 703,900 shares [2] Capital Flow - The specialized equipment sector saw a net outflow of 1.837 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.479 billion yuan [2][3] - The top net inflow from retail investors was observed in Degute, with a net inflow of 39.17 million yuan [3] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing while retail investors remained active [2][3]

Group 1: Report Overview - The report is about a research on Shanghai Yahong in the special equipment industry on August 29, 2025 [1][2][16] Group 2: Research Details 1. Research Basic Information - Research object: Shanghai Yahong [16] - Industry: Special equipment [16] - Reception time: August 29, 2025 [16] - Company reception staff: Director and General Manager Sun Li, Executive Deputy General Manager Xie Jiawei, Financial Controller Wu Bin, Independent Director Zhen Weifeng, and Board Secretary Bao Han [16] 2. Detailed Research Institutions - Reception object: Other; Institution - related personnel: Online investors participating in the company's 2025 semi - annual performance briefing [19] 3. Research Results - Main Content Company's 2025 Semi - annual Business Performance - The company achieved revenue of 203 million yuan, a year - on - year decrease of 13.05%; net profit attributable to shareholders of the listed company was - 1.8059 million yuan, a year - on - year decrease of 118.64%; net profit attributable to shareholders of the listed company after deducting non - recurring gains and losses was - 2.6799 million yuan, a year - on - year decrease of 134.57%; net cash flow from operating activities was 31.3239 million yuan, compared with - 7.5583 million yuan in the same period last year, indicating improved cash flow [23] Improvement Measures for Future Losses - Optimize business strategies according to market changes, focus on core business in mold, precision injection molding, and SMT business areas, and digest external risks [24] - Strengthen cooperation with old customers, explore new markets and business scopes, and develop new products in new industries such as new energy vehicles and consumer electronics [24] - Increase cost control, control procurement costs, optimize operational efficiency, and enhance profitability [25] - Ensure cash flow safety and strive to achieve "stable cash flow, increased profits, and maintained market share" [26] Accounts Receivable, Payable, and Cash Flow Improvement - As of the 2025 semi - annual report, accounts receivable were 106 million yuan, and accounts payable were 80 million yuan [26] - In the first half of 2025, net cash flow from operating activities was 31.3239 million yuan, turning positive year - on - year. The company strengthened accounts receivable management, accelerated capital collection, optimized accounts payable payment rhythm, and rationally used funds [26]

Core Viewpoint - Shanghai Yahui's stock price has increased by 10.2% this week, reaching a closing price of 21.82 yuan, with a market capitalization of 3.055 billion yuan as of August 22, 2025 [1] Stock Performance - The stock reached a peak price of 22.8 yuan on August 21, 2025, marking its highest point in nearly a year [1] - The stock experienced one limit-up closing this week, with no limit-down closing [1] Shareholder Changes - As of June 30, 2025, the number of shareholders decreased to 7,580, a reduction of 194 shareholders or 2.5% compared to March 31, 2025 [2][5] - The average number of shares held per shareholder increased from 18,000 to 18,500 shares, with an average holding value of 309,000 yuan [2] Financial Performance - For the first half of 2025, the company reported a main revenue of 203 million yuan, a year-on-year decrease of 13.05% [3][5] - The net profit attributable to shareholders was -1.8059 million yuan, down 118.64% year-on-year [3] - The second quarter of 2025 saw a main revenue of 103 million yuan, a decline of 13.74% year-on-year, with a net profit of -2.2695 million yuan, down 156.4% [3] Company Announcements - The company has released its semi-annual report summary, emphasizing the need for investors to read the full report for a comprehensive understanding of its financial status and future plans [4] - The board of directors confirmed the accuracy and completeness of the report, which has not been audited [4] - There will be no profit distribution or capital reserve transfer to shareholders for the reporting period [4]

据证券之星公开数据整理，近期上海亚虹（603159）发布2025年中报。截至本报告期末，公司营业总收 入2.03亿元，同比下降13.05%，归母净利润-180.59万元，同比下降118.64%。按单季度数据看，第二季 度营业总收入1.03亿元，同比下降13.74%，第二季度归母净利润-226.95万元，同比下降156.4%。本报告 期上海亚虹公司应收账款体量较大，当期应收账款占最新年报归母净利润比达364.01%。 本次财报公布的各项数据指标表现不尽如人意。其中，毛利率16.81%，同比减12.4%，净利率-0.89%， 同比减121.44%，销售费用、管理费用、财务费用总计2590.09万元，三费占营收比12.78%，同比增 15.29%，每股净资产3.6元，同比增1.73%，每股经营性现金流0.22元，同比增514.43%，每股收益-0.01 元，同比减114.29% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 2.33亿 | 2.03 Z | -13.05% | | 归母净利润(元) | 968.82万 ...

Group 1 - The company, Shanghai Yahui Mould Co., Ltd., will hold a performance briefing on August 29, 2025, from 15:00 to 16:00 to discuss its semi-annual results and address investor inquiries [4][5][6] - The briefing will be conducted online via the "Yahui Mould" WeChat mini-program, allowing for interactive Q&A [4][6] - Investors can submit questions through the mini-program until August 28, 2025, at 17:00, and the company will respond to commonly asked questions during the briefing [4][6][7] Group 2 - The company has confirmed that the semi-annual report and summary were disclosed on August 22, 2025, on the Shanghai Stock Exchange website [5] - The board of directors guarantees the truthfulness, accuracy, and completeness of the announcement regarding the performance briefing [3][4] - The company will not distribute profits or increase capital reserves through stock conversion during the semi-annual period [1]

Core Viewpoint - Shanghai Yahong Moulding Co., Ltd. reported a significant decline in revenue and net profit for the first half of 2025, attributed to market conditions and reduced sales volume, while maintaining a focus on cash flow management and operational efficiency [2][4][5]. Company Overview and Financial Indicators - The company achieved operating revenue of CNY 202.61 million, a decrease of 13.05% compared to the same period last year [4][5]. - The total profit for the period was a loss of CNY 1.53 million, down 114.31% year-on-year [4][5]. - The net profit attributable to shareholders was a loss of CNY 1.81 million, a decline of 118.64% compared to the previous year [4][5]. - The net cash flow from operating activities was CNY 31.32 million, an increase of 514.43% year-on-year [4][5]. - Total assets at the end of the reporting period were CNY 618.41 million, with net assets of CNY 503.78 million [4][5]. Industry and Main Business Analysis - The plastic mould industry in China is experiencing steady growth, with a 5% year-on-year increase in production in the first half of 2025 [3][4]. - The automotive industry is a key application area for injection moulds, with significant demand driven by the rapid development of new energy vehicles [3][4]. - As of June 2025, the total number of vehicles in China reached 460 million, with new energy vehicles accounting for 10.27% of the total [3][4]. - The company focuses on precision injection mould design and manufacturing, serving major automotive manufacturers and home appliance producers [3][4]. Operational Strategy and Market Position - The company employs a customized production model for its plastic mould products, ensuring alignment with client specifications [5][6]. - The sales model remains stable, primarily direct sales based on customer requirements [5][6]. - The company has established a robust supplier management system, ensuring a steady supply of raw materials [6][7]. - The management emphasizes cash flow health as a core operational strategy, focusing on optimizing accounts receivable and payable [7][8]. Competitive Advantages - The company possesses advanced technology and equipment, including a precision mould R&D center and automated production lines [9][10]. - It offers a comprehensive manufacturing system that integrates mould development, injection molding, and assembly services [10][11]. - The company benefits from its location in the Yangtze River Delta, a hub for the automotive and parts industry, enhancing its market access [11][12].

Core Viewpoint - Shanghai Yahon Mould Co., Ltd. reported significant declines in financial performance for the first half of 2025, with a notable drop in revenue and net profit compared to the previous year [1]. Financial Summary - Total assets at the end of the reporting period were CNY 618.41 million, a decrease of 1.34% from the previous year [1]. - Operating revenue for the period was CNY 202.61 million, down 13.05% from CNY 233.02 million in the same period last year [1]. - Total profit for the period was a loss of CNY 1.53 million, a decline of 114.31% compared to a profit of CNY 10.72 million in the previous year [1]. - Net profit attributable to shareholders was a loss of CNY 1.81 million, representing a decrease of 118.64% from CNY 9.69 million in the same period last year [1]. - The net profit after deducting non-recurring gains and losses was a loss of CNY 2.68 million, down 134.57% from CNY 7.75 million in the previous year [1]. - The net cash flow from operating activities was not specified [1]. - The weighted average return on net assets decreased by 2.27 percentage points to -0.35% [1]. - Basic and diluted earnings per share were both CNY -0.01, a decline of 114.29% from CNY 0.07 in the previous year [1]. Shareholder Information - As of the end of the reporting period, the total number of shareholders was 7,580 [2]. - The largest shareholder, Hainan Ningsheng Tourism Group Co., Ltd., held 29.99% of shares, amounting to 41,986,000 shares [2]. - Other significant shareholders included Xie Yaming with 20.17% (28,233,000 shares) and Xie Yue with 5.63% (7,880,000 shares) [2]. - Xie Yaming and Xie Yue are identified as acting in concert due to their father-son relationship [2].

证券代码：603159 证券简称：上海亚虹 公告编号：2025-020 上海亚虹模具股份有限公司 关于召开2025年半年度业绩说明会的公告 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: 一、说明会类型 上海亚虹模具股份有限公司（以下简称"公司"）已于 2025 年 8 月 22 日在 上海证券交易所网站（www.sse.com.cn）披露公司 2025 年半年度报告及摘要。 为便于广大投资者更全面深入地了解公司 2025 年半年度的经营成果、财务状 况，公司计划于 2025 年 8 月 29 日（星期五）15:00-16:00 召开业绩说明会，就 投资者关心的问题进行交流。 二、说明会召开的时间、地点 （一）召开时间： 2025 年 8 月 29 日（星期五）15:00-16:00 （二）召开地点： 网络平台在线交流 微信小程序：亚虹模具 （三）召开方式： 文字问答互动 三、参加人员 董事、总经理：孙力先生 会议召开时间：2025 年 8 月 29 日（星期五）15:00-16:00 会议召开地点：网络平台在 ...

公司代码：603159 公司简称：上海亚虹 上海亚虹模具股份有限公司 2025 年半年度报告 1 / 160 上海亚虹模具股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、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。 上海亚虹模具股份有限公司2025 年半年度报告 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、 公司负责人孙林、主管会计工作负责人吴彬及会计机构负责人（会计主管人员）胡仙颖声 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 公司半年度不进行利润分配或资本公积金转增股本。 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的未来计划、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。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 十一、 其他 □适用 √不适用 2 / 160 | 第一节 | 释义 | 4 | ...