利润总额同比增长55.08%，主要原因：报告期内公司营业收入增长，高毛利的产品收入占比提升，同 时报告期内公司收到的增值税退税增加，计提的信用减值损失减少所致。归属于上市公司股东的净利润 同比增长59.76%，主要原因：同利润总额变动。 营业收入同比增长23.35%，主要原因：报告期内公司订单增加，同时项目验收结算增多，收入同比增 长。 智通财经APP讯，思维列控(603508.SH)披露2025年半年度报告，报告期实现营收6.89亿元，同比增长 23.35%;归母净利润3.04亿元，同比增长59.76%;扣非净利润3.02亿元，同比增长56.50%;基本每股收益 0.80元。公司拟向全体股东每股派发现金股利2.10元(含税)。 ...

Group 1 - The core viewpoint of the article is that Siwei Liekong (603508.SH) reported significant growth in both revenue and net profit for the first half of 2025, indicating strong business performance [1] - The company achieved operating revenue of 689 million yuan, representing a year-on-year increase of 23.35% [1] - The net profit attributable to shareholders reached 304 million yuan, showing a substantial year-on-year growth of 59.76% [1] Group 2 - The basic earnings per share (EPS) for the company is reported at 0.80 yuan [1] - The company plans to distribute a cash dividend of 2.10 yuan per share (including tax) to all shareholders [1] - The revenue growth is primarily attributed to an increase in orders and a higher number of project acceptance settlements during the reporting period [1]

证券代码：603508 证券简称：思维列控 公告编号：2025-025 河南思维自动化设备股份有限公司 关于公司董事、高级管理人员辞职暨补选董事的公告 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。 河南思维自动化设备股份有限公司（以下简称"公司"）董事会于近日收到 公司董事、高级管理人员解宗光先生提交的辞职报告，因个人原因解宗光先生申 请辞去公司董事、高级管理人员职务，将继续在公司担任其他职务。 一、董事/高级管理人员离任情况 特此公告。 河南思维自动化设备公司 (一) 提前离任的基本情况 | 姓名 | 离任职务 | 离任时间 | | | 原定任期 到期日 | | 离任 原因 | 是否继续在上 市公司及其控 | 具体 职务 | 是否存在未 履行完毕的 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | 股子公司任职 | | 公开承诺 | | 解宗 | 董事、高级 | 2025 8 | 年 | 2027 ...

河南思维自动化设备股份有限公司 2025 年半年度报告 公司代码：603508 公司简称：思维列控 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、 公司负责人李欣、主管会计工作负责人孙坤及会计机构负责人（会计主管人员）何旭静声明： 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 公司拟以实施权益分派时的股权登记日的总股本为基数，向全体股东每股派发现金股利2.10 元（含税），不以资本公积转增股本，不送红股。截至2025年6月30日，公司总股本为381,274,377 股，以此计算拟派发现金股利800,676,191.70元（含税）。在实施权益分派的股权登记日前公司总 股本发生变动的，公司拟维持每股分配金额不变，相应调整分配总额。本次利润分配预案已经公 司第五届董事会第九次会议审议通过，尚需提交公司2025年第一次临时股东会审议。 河南思维自动化设备股份有限公司 ...

人民财讯8月5日电，思维列控（603508）8月5日晚间披露2025年半年度报告，公司上半年实现营业收入 6.89亿元，同比增长23.35%；归母净利润3.04亿元，同比增长59.76%；基本每股收益0.8元。公司拟每10 股派发现金红利21元(含税)。 ...

2024年1至12月份，思维列控的营业收入构成为：软件和信息技术服务业占比97.77%，其他业务占比 2.23%。 思维列控（SH 603508，收盘价：29.8元）8月5日晚间发布公告称，公司第五届第九次董事会会议于 2025年8月5日以现场表决方式召开。会议审议了《关于提议召开公司2025年第一次临时股东会的议案》 等文件。 （文章来源：每日经济新闻） ...

每经AI快讯，8月5日，思维列控(603508.SH)发布半年报，公司上半年实现营业收入6.89亿元，同比增长 23.35%；净利润3.04亿元，同比增长59.76%。公司拟每股派发现金股利2.1元（含税）。 ...

Core Viewpoint - The mechanical sector showed an upward trend in July, with solid performance in themes such as solid-state battery equipment, humanoid robots, construction machinery, and shield machines [1][3] Investment Highlights - In July, the CITIC mechanical sector rose by 7.35%, outperforming the CSI 300 index by 2.28 percentage points, ranking 10th among 30 CITIC primary industries [2] - The top-performing sub-industries in July included laser processing equipment (up 15.53%), construction machinery (up 13.87%), and elevators (up 12.52%), while nuclear power equipment, 3C equipment, and industrial robots saw declines [2] Industry Insights and Recommendations - The company recommends focusing on domestic demand-driven sectors with strong fundamentals, stable profits, and high dividend yields, particularly in construction machinery, high-speed rail equipment, and mining metallurgy equipment [3] - Short-term market risk appetite has increased, benefiting growth sector investments, with a positive outlook for previously adjusted themes like humanoid robots and AIDC [3] - Specific recommendations include traditional construction machinery leaders (e.g., SANY Heavy Industry), high-speed rail equipment (e.g., Thinking Control), and mining metallurgy leaders (e.g., CITIC Heavy Industries, Zhongchuang Zhiling, Yituo Co., Ltd.) [3] - The company also suggests focusing on leading companies in humanoid robot components (e.g., Estun, Green Harmonic, Boke Co., Ltd.) and AIDC infrastructure beneficiaries (e.g., Invec, Yingliu Co., Ltd.) [3]

Core Viewpoint - The financial performance of Siwei Control (603508) shows positive growth in revenue and net profit, indicating a stable operational status despite a slight decline in stock price and net capital outflow on the trading day [1]. Financial Performance - As of the first quarter of 2025, the company reported total operating revenue of 319 million yuan, representing a year-on-year increase of 6.72% [1]. - The net profit attributable to shareholders reached 127 million yuan, with a year-on-year growth of 26.40% [1]. - The non-recurring net profit also stood at 127 million yuan, reflecting a year-on-year increase of 27.05% [1]. - The company's liquidity ratios are strong, with a current ratio of 11.165 and a quick ratio of 9.825, while the debt-to-asset ratio is low at 5.75% [1]. Market Activity - On July 29, 2025, the stock closed at 29.28 yuan, down 0.88%, with a turnover rate of 1.13% and a trading volume of 43,000 lots, amounting to a transaction value of 1.26 billion yuan [1]. - The main capital flow showed a net outflow of 13.94 million yuan, accounting for 11.1% of the transaction value, with significant outflows from large and super-large orders [1]. Company Background - Siwei Control, officially known as Henan Siwei Automation Equipment Co., Ltd., was established in 1998 and is located in Zhengzhou [2]. - The company primarily engages in the manufacturing of railway, shipping, aerospace, and other transportation equipment [2]. - The registered and paid-in capital of the company is 3.81 billion yuan, with Li Xin serving as the legal representative [1][2]. Investment and Intellectual Property - The company has made investments in 12 enterprises and participated in 1,639 bidding projects [2]. - It holds 4 trademark registrations and 271 patents, along with 8 administrative licenses [2].

Group 1 - The railway fixed asset investment in June reached 113.8 billion, showing a year-on-year growth of 4.6%, indicating high industry prosperity despite a high base from the previous year [1] - From January to June, the total railway fixed asset investment was 355.9 billion, with a year-on-year increase of 5.5% [1] - The number of railway passengers reached 2.236 billion, reflecting a year-on-year growth of 6.7%, while freight volume was 25.58 million tons, up by 1.8% [1] Group 2 - The railway department has increased night high-speed trains to meet the rising passenger demand during the summer peak, with June passenger volume at 373 million, a 3.6% increase year-on-year [2] - The Chengdu-Chongqing high-speed railway is under construction and will operate at a speed of 400 km/h, reducing travel time between Chengdu and Chongqing to 50 minutes [2] Group 3 - Several rail transit equipment companies reported better-than-expected performance in the first half of the year, confirming the sector's prosperity, with China CNR expected to achieve a net profit of 6.722-7.562 billion, a growth of 60-80% [3] - Other companies like Siwei Control and Jinchuan Group also reported significant profit increases, with growth rates ranging from 45% to over 200% [3] Group 4 - The upcoming vehicle tenders are expected to see a significant increase, with the second half of the year projected to have a tender volume that may exceed expectations [4] - The total new railway line expected to be put into operation in the second half is around 2300 kilometers, following a modest 301 kilometers in the first half [4] Group 5 - The focus is recommended on vehicle equipment segments, with key suppliers such as China CNR and Siwei Control highlighted for their reliability in the upcoming peak and major repair years [5] - Other companies to watch include Times Electric, China Communications, and Jinchuang Group, among others, for their respective components and systems [5]