公募基金方面，本期较上一期持股增加的公募基金共计1个，即平安鼎越混合，持股增加占比小幅上 涨。本期较上一季度持股减少的公募基金共计6个，主要包括兴银科技增长1个月滚动持有混合A、兴银 策略智选混合A、泉果泰然30天持有期债券A、兴银先锋成长混合A、中银证券凌瑞6个月持有期混合A 等，持股减少占比小幅下跌。本期较上一季度新披露的公募基金共计15个，主要包括兴业研究精选混合 A、长信企业优选一年持有混合、前海开源一带一路混合A、长信优质企业混合A、平安鼎泰混合等。 本期较上一季未再披露的公募基金共计9个，主要包括通用航空ETF、国投瑞银锐意改革混合A、东吴双 动力混合A、东吴多策略混合A、中银证券恒瑞9个月持有期混合A等。 险资方向，本期较上一期持股增加的险资共计1个，即瑞众人寿保险有限责任公司-自有资金，持股增加 占比达0.2%。。本期较上一季度持股减少的险资共计1个，即太平人寿保险有限公司，持股减少占比小 幅下跌。 2025年8月12日，应流股份(603308.SH)发布2025年半年度报告。截至2025年8月11日，共有30个机构投 资者披露持有应流股份A股股份，合计持股量达3.21亿股，占应流股份总股本的 ...

安徽应流机电股份有限公司2025 年半年度报告 公司代码：603308 公司简称：应流股份 安徽应流机电股份有限公司 2025 年半年度报告 1 / 151 安徽应流机电股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、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。 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、 公司负责人杜应流、主管会计工作负责人涂建国及会计机构负责人（会计主管人员）项希 兰声明：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 无 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因存在不确定性，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 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十 ...

公司代码：603308 公司简称：应流股份 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。 1.2本公司董事会、监事会及董事、监事、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。 1.3公司全体董事出席董事会会议。 1.4本半年度报告未经审计。 1.5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 单位：元 币种：人民币 ■ 2.3前10名股东持股情况表 单位: 股 ■ 2.4截至报告期末的优先股股东总数、前10名优先股股东情况表 □适用 √不适用 无 第二节 公司基本情况 2.1公司简介 ■ 2.2主要财务数据 2.5控股股东或实际控制人变更情况 □适用 √不适用 2.6在半年度报告批准报出日存续的债券情况 √适用 □不适用 单位:元 币种:人民币 ■ 反映发行人偿债能力的指标： √适用 □不适用 ■ 第三节 重要事项 公司应当根据重要性原则，说明报告期内公司经营情况的重大变化，以及报告 ...

Group 1 - Wanhua Chemical reported a 25.10% decrease in net profit for the first half of 2025, with revenue of 90.90 billion yuan, down 6.35% year-on-year [1][2] - The company's net profit attributable to shareholders was 6.12 billion yuan, while the net profit excluding non-recurring items was 6.24 billion yuan, both showing significant declines [1][2] - Despite challenges such as weak international demand and geopolitical tensions, the chemical industry in China maintained stable development due to domestic consumption upgrades and diversified export markets [2] Group 2 - Satellite Chemical achieved a 33.44% increase in net profit for the first half of 2025, with total assets reaching 69.30 billion yuan, up 5.58% year-on-year [4][5] - The company reported revenue of 23.46 billion yuan, a 20.93% increase compared to the previous year, demonstrating resilience in a complex environment [4][5] - The company is focusing on technological innovation and plans to invest 3 billion yuan in high-performance catalyst projects [5] Group 3 - Shengnong Development reported a 22.02% increase in sales revenue for July 2025, reaching 2.13 billion yuan, with significant growth in both poultry and processed meat segments [6][7] - The company noted a strong performance in high-value channels, with retail channel revenue growing over 30% year-on-year [7] Group 4 - Desay SV reported a 45.82% increase in net profit for the first half of 2025, with revenue of 14.64 billion yuan, up 25.25% year-on-year [8] - The smart cockpit and smart driving businesses contributed significantly to the revenue growth, with sales of 9.46 billion yuan and 4.15 billion yuan respectively [8] Group 5 - New Qianglian reported a remarkable 496.60% increase in net profit for the first half of 2025, with revenue of 2.21 billion yuan, up 108.98% year-on-year [16] - The company demonstrated strong growth in its financial performance, indicating effective operational strategies [16] Group 6 - Fuda Co. reported a 98.77% increase in net profit for the first half of 2025, with revenue of 937 million yuan, up 30.26% year-on-year [18] - The company showed significant growth in net profit excluding non-recurring items, indicating strong operational performance [18] Group 7 - Tianzhun Technology reported a revenue increase of 10.32% for the first half of 2025, reaching 597 million yuan, but still recorded a net loss of 14 million yuan [19] - The company’s total assets grew by 9.99% year-to-date, indicating a positive trend in asset management [19] Group 8 - Huafeng Chemical reported a 35.23% decrease in net profit for the first half of 2025, with revenue of 12.14 billion yuan, down 11.7% year-on-year due to industry downturns [28] - The company faced challenges with declining product prices across various segments, impacting overall profitability [28] Group 9 - The company Zhishang Technology plans to acquire 99.86% of Hengyang Data for 1.15 billion yuan, focusing on AI and cloud computing solutions [29] - This acquisition aims to enhance the company's capabilities in intelligent computing and data processing [29] Group 10 - Huangshanghuang plans to acquire 51% of Lixing Food for 495 million yuan, which will allow it to gain control over the food manufacturing company [30] - This acquisition is part of the company's strategy to expand its product offerings and market presence [30] Group 11 - Beida Pharmaceutical faces significant revenue and profit declines due to the termination of its business cooperation with Peking University International Hospital, projecting a loss of approximately 600 million yuan in sales [31] - The company is exploring new directions for transformation, but faces uncertainty regarding its future operations [31]

Business Performance - Luxshare Technology plans to issue H-shares and list on the Hong Kong Stock Exchange [1] - China Shipbuilding Industry Corporation will suspend trading from August 13 until delisting [1] - Hikvision's chairman proposed a mid-term dividend of 4 yuan per 10 shares (including tax) for 2025 [1] - North Medical's subsidiary has essentially halted its main business since June [1] - Shenzhen Huangting Plaza will be judicially auctioned with a starting price of 3.053 billion yuan [1] - ST Suwu's controlling subsidiary has initiated arbitration against Regen Biotech for default, which has been accepted [1] - ST Yigou plans to pay 220 million yuan to reach a debt settlement agreement with Carrefour [1] - Shanghai Jianke's director is under disciplinary review and investigation [1] Mergers and Acquisitions - Xincheng Technology has terminated the acquisition of 96.96% equity in Tianyi Enhua [1] - Guangku Technology intends to purchase 100% equity in Suzhou Anjie Xun Optoelectronics, with resumption of trading on the 12th [1] - ST Biology plans to acquire 51% equity in Huize Pharmaceutical, expected to constitute a major asset restructuring [1] - Dongfang Guoxin aims to gain control of Shituo Cloud to deepen its layout in the intelligent computing power sector [1] - Jinding Investment intends to control Nanjing Shenyuan, entering a key segment of the robotics industry chain [1] - Huangshanghuang plans to acquire 51% equity in Lixing Food for 495 million yuan [1] Financial Performance - Xianggang Technology reported a net profit of 78.32 million yuan in the first half, a year-on-year increase of 432.14% [1] - Yonghe Co. reported a net profit of 271 million yuan in the first half, a year-on-year increase of 140.82% [1] - Fuda Co. reported a net profit of 146 million yuan in the first half, a year-on-year increase of 98.77% [1] - Desay SV reported a net profit of 1.223 billion yuan in the first half, a year-on-year increase of 45.82% [1] - Dier Laser reported a net profit of 327 million yuan in the first half, a year-on-year increase of 38.37% [1] - Rijiu Optoelectronics reported a net profit of 45.61 million yuan in the first half, a year-on-year increase of 37.87% [1] - Wolong Electric Drive reported a net profit of 537 million yuan in the first half, a year-on-year increase of 36.76% [1] - Satellite Chemical reported a net profit of 2.744 billion yuan in the first half, a year-on-year increase of 33.44% [1] Other Financial Results - High Stakes Mining reported a net profit of 69.2 million yuan in the first half, a year-on-year increase of 25.7% [2] - Yingliu Co. reported a net profit of 188 million yuan in the first half, a year-on-year increase of 23.91% [2] - Nanwei Medical reported a year-on-year net profit increase of 17.04% and plans to distribute a dividend of 5 yuan per 10 shares (including tax) [2] - Zhejiang Huaye reported a year-on-year net profit increase of 6.66% and plans to distribute a dividend of 4 yuan per 10 shares (including tax) [2] - New Strong Union reported a net profit of 400 million yuan in the first half, returning to profitability [2] - Aobi Zhongguang reported a net profit of 60.19 million yuan in the first half, returning to profitability [2] - Action Education reported a year-on-year net profit decrease of 3.51% and plans to distribute a dividend of 10 yuan per 10 shares (including tax) [2] - Wanhu Chemical reported a net profit of 6.123 billion yuan in the first half, a year-on-year decrease of 25.10% [2] - New World reported a net profit of 78.03 million yuan in the first half, a year-on-year decrease of 30.01% [2] - Huafeng Chemical reported a net profit of 983 million yuan in the first half, a year-on-year decrease of 35.23% [2] - Hefo China reported a consolidated revenue of 425 million yuan in the first seven months, a year-on-year decrease of 22.66%, with a narrowing decline [2] - Shengnong Development reported a sales revenue of 2.129 billion yuan in July, a year-on-year increase of 22.02% [2] - Xiamen Airport reported a passenger throughput of 2.6248 million in July, a year-on-year increase of 8.58% [2]

Core Viewpoint - Anhui Yingliu Electromechanical Co., Ltd. reported a strong performance in the first half of 2025, with significant growth in revenue and net profit, driven by robust orders in the aviation engine and gas turbine sectors [1][2]. Financial Performance - The company achieved operating revenue of 1.384 billion yuan, a year-on-year increase of 9.11% [1] - The net profit attributable to shareholders reached 188 million yuan, up 23.91% year-on-year [1] - The net profit after deducting non-recurring items was 187 million yuan, reflecting a growth of 25.60% [1] - In Q2 alone, the company reported operating revenue of 721 million yuan, a 19% increase, and a net profit of 96.22 million yuan, up 56.8% [1] Business Segments - The company has developed and completed 809 product varieties and is currently developing 129 more, with a backlog of orders exceeding 1.5 billion yuan, marking a historical high [1] - In the gas turbine sector, the demand for high-temperature alloy blades has increased due to rising orders from leading global companies like Siemens Energy [2] - Yingliu has become the sole supplier of turbine hot-end blades for Siemens Energy's F-class gas turbines in China and is also developing blades for its H-class turbines [2] - In the aviation engine sector, the collaboration with China Aviation Engine Corporation has expanded the product range, particularly with the rapid delivery of CJ1000 and CJ2000 series products [2] Strategic Direction - The company is committed to high-quality development amidst global carbon neutrality goals and energy structure transformation, focusing on optimizing industrial layout and promoting green, digital, and intelligent transitions in equipment manufacturing [3] - Through technological innovation and market expansion, the company aims to strengthen its global competitiveness in the high-end equipment manufacturing sector [3]

（文章来源：证券日报） 证券日报网讯 8月11日晚间，应流股份发布公告称，公司将于2025年8月20日召开2025年半年度业绩说 明会。 ...

证券日报网讯 8月11日晚间，应流股份发布公告称，公司第五届董事会第十一次会议审议通过了《安徽 应流机电股份有限公司2025年半年度报告及摘要》。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 8月11日晚间，应流股份发布公告称，公司第五届监事会第十次会议审议通过了《安徽应 流机电股份有限公司2025年半年度报告及摘要》。 ...

（编辑 何成浩） 证券日报网讯 8月11日晚间，应流股份发布公告称，2025年上半年实现营业收入1，383，605，904.38 元，同比增长9.11%；归属于上市公司股东的净利润为188，259，351.24元，同比增长23.91%。 ...