Core Viewpoint - The company, Zhenhai Co., reported that as of November 10, 2025, the total number of shareholders is 12,199 [2] Summary by Categories Company Information - Zhenhai Co. has a total of 12,199 shareholders as of the specified date [2]

今年以来镇海股份已经1次登上龙虎榜，最近一次登上龙虎榜为6月18日，当日龙虎榜净买入787.34万 元；买入总计6431.15万元 ，占总成交额比23.66%；卖出总计5643.81万元 ，占总成交额比20.76%。 资料显示，镇海石化工程股份有限公司位于浙江省宁波市高新区星海南路36号，成立日期1994年6月30 日，上市日期2017年2月8日，公司主营业务涉及向客户提供从工程前期的规划咨询到设计、采购、施工 管理、开车、结算审核直到运营服务的一站式解决方案。主营业务收入构成为：工程总承包业务 72.77%，工程设计业务18.48%，其他业务8.39%，其他(补充)0.36%。 镇海股份所属申万行业为：建筑装饰-专业工程-化学工程。所属概念板块包括：浙江国资、股权转让、 节能环保、小盘、固废处理等。 11月13日，镇海股份盘中上涨2.07%，截至10:53，报11.36元/股，成交2152.75万元，换手率0.81%，总 市值27.11亿元。 资金流向方面，主力资金净流入86.35万元，大单买入274.83万元，占比12.77%，卖出188.48万元，占比 8.76%。 镇海股份今年以来股价涨39.73%， ...

Market Overview - On October 31, the Zhejiang state-owned enterprise reform sector rose by 0.02% compared to the previous trading day, with Huazhi Shumei leading the gains [1] - The Shanghai Composite Index closed at 3954.79, down 0.81%, while the Shenzhen Component Index closed at 13378.21, down 1.14% [1] Top Performers - Huazhi Shumei (300426) closed at 9.25, up 4.76% with a trading volume of 123,900 shares and a transaction value of 113 million yuan [1] - Fida Environmental (600526) closed at 5.58, up 4.69% with a trading volume of 317,100 shares and a transaction value of 175 million yuan [1] - Hailianxun (300277) closed at 13.55, up 4.63% with a trading volume of 131,600 shares and a transaction value of 176 million yuan [1] Underperformers - Hangyang Co. (002430) closed at 27.65, down 6.33% with a trading volume of 484,000 shares and a transaction value of 1.367 billion yuan [2] - Yunda Co. (300772) closed at 18.27, down 3.69% with a trading volume of 235,000 shares and a transaction value of 441 million yuan [2] - Zhejiang Energy Power (600023) closed at 5.16, down 2.27% with a trading volume of 1,010,300 shares and a transaction value of 524 million yuan [2] Capital Flow - The Zhejiang state-owned enterprise reform sector experienced a net outflow of 283 million yuan from institutional investors, while retail investors saw a net inflow of 513 million yuan [2][3] - Notable capital movements include: - Xiaoshangpin City (600415) had a net inflow of 228 million yuan from institutional investors, but a net outflow of 146 million yuan from retail investors [3] - Dadongnan (002263) saw a net inflow of 63.91 million yuan from institutional investors, but a net outflow of 70.82 million yuan from retail investors [3]

镇海石化工程股份有限公司 关于 2025 年第三季度业绩说明会召开情况的公告 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。 镇海石化工程股份有限公司（以下简称"公司"）于 2025 年 10 月 28 日下 午 15:00-16:00 通过上海证券交易所上证路演中心以网络互动方式召开"镇海石 化工程股份有限公司 2025 年第三季度业绩说明会"。关于本次说明会的召开事 项，公司已于 2025 年 10 月 16 日在上海证券交易所网站(www.sse.com.cn)披露 了《镇海石化工程股份有限公司关于召开 2025 年第三季度业绩说明会的公告》 （公告编号：2025-029）。 证券代码：603637 证券简称：镇海股份 公告编号：2025-032 现将本次说明会召开情况公告如下： 一、本次说明会召开情况 2025 年 10 月 28 日，公司董事长郑祯先生、董事兼总经理戚元庆先生、独 立董事葛攀攀先生、财务总监张婧女士、董事会秘书石丹女士出席了本次说明会， 就投资者关心的公司经营业绩等事项进行了交流。 二、本次会议投资者 ...

Core Insights - The company reported a total revenue of 295 million yuan for Q3 2025, a year-on-year decrease of 9.96%, while the net profit attributable to shareholders was 51.69 million yuan, down 8.0% year-on-year [1] - The gross margin increased by 29.67% year-on-year to 25.69%, and the net margin rose by 2.17% to 17.52% [1] - The company has a strong cash position with monetary funds amounting to 797.1 million yuan, a 25.09% increase year-on-year [1] Financial Performance - Total revenue for Q3 2025 was 1.24 billion yuan, a decrease of 2.41% compared to the same quarter last year [1] - The company achieved a significant increase in operating cash flow per share, which rose by 804.64% to 0.51 yuan [1] - The total of selling, administrative, and financial expenses reached 15.87 million yuan, representing a 453.98% increase year-on-year [1] Business Overview - The company specializes in the oil and petrochemical industry, providing comprehensive engineering services from planning and design to construction and operation [5] - Engineering contracting accounts for 70% to 80% of total revenue, contributing 40% to 60% of overall gross profit [5] - The company has a historical average Return on Invested Capital (ROIC) of 9.46%, indicating a reasonable investment return [4] Market Position and Strategy - The company has signed contracts worth 420 million yuan as of June 30, 2025, with several new projects in the pipeline [6] - The company aims to enhance strategic cooperation with core clients in green technology and product upgrades, focusing on a dual strategy of maintaining traditional refining and expanding into green chemicals and new materials [7] - The company has developed proprietary sulfur recovery technology, maintaining a leading position in the domestic market with a sulfur recovery capacity exceeding 5.8 million tons per year [8] Competitive Advantages - The company has over 50 years of industry experience and is recognized for its technical expertise in the oil and petrochemical engineering sector [3][10] - The company emphasizes differentiation in its development path, focusing on technical strength and superior service rather than scale [10] - The company’s core competencies include technology, qualifications, market presence, and continuous innovation, which collectively form a competitive moat in the industry [11]

Core Insights - The company reported a revenue of 124,463,281.78 yuan for the third quarter of 2025, representing a year-on-year decrease of 2.41% [2] - The net profit attributable to shareholders of the listed company was 25,731,624.16 yuan, showing a year-on-year increase of 36.30% [2] Financial Performance - Revenue for Q3 2025: 124.46 million yuan, down 2.41% year-on-year [2] - Net profit for Q3 2025: 25.73 million yuan, up 36.30% year-on-year [2]

Core Viewpoint - The company announced a financial impairment test for its assets to objectively reflect its financial status and operating results as of September 30, 2025 [1] Financial Summary - The company has recognized a total impairment provision of 10,030,935.71 yuan for the period from January to September 2025 [1] - The impairment provision includes a charge of 92,293.06 yuan and a reversal of impairment provision amounting to 10,123,228.77 yuan [1]

Group 1 - High-speed Electric achieved a revenue of 810 million yuan, a year-on-year increase of 30.33%, and a net profit of 36.33 million yuan, up 54.32% year-on-year for the first three quarters [1] - Huaguang Bio reported a revenue of 868 million yuan, a year-on-year increase of 17.98%, and a net profit of 16.33 million yuan, up 146.55% year-on-year for the first three quarters [2] - North Navigation turned a profit with a net profit of 125 million yuan for the first three quarters, compared to a loss in the previous year, with a revenue of 2.468 billion yuan, up 210.01% year-on-year [3] Group 2 - Wukuang New Energy reported a revenue of 5.054 billion yuan, a year-on-year increase of 33.96%, but a net loss of 20.1 million yuan for the first three quarters [4] - Century Rui Er achieved a revenue of 5.110 billion yuan, a year-on-year increase of 5.21%, and a net profit of 41.64 million yuan, up 27.23% year-on-year for the first three quarters [5] - Jiejie Micro reported a revenue of 2.502 billion yuan, a year-on-year increase of 24.70%, and a net profit of 34.7 million yuan, up 4.30% year-on-year for the first three quarters [6] Group 3 - Zhejiang Huaye achieved a revenue of 739 million yuan, a year-on-year increase of 11.08%, and a net profit of 181 million yuan, up 143.68% year-on-year for the first three quarters [7] - Lege Co. reported a revenue of 4.846 billion yuan, a year-on-year increase of 21.92%, but a net profit of 16.9 million yuan, down 36.33% year-on-year for the first three quarters [8] - Huichuan Technology achieved a revenue of 31.663 billion yuan, a year-on-year increase of 24.67%, and a net profit of 4.254 billion yuan, up 26.84% year-on-year for the first three quarters [9] Group 4 - Jieya Co. reported a revenue of 565 million yuan, a year-on-year increase of 38.44%, and a net profit of 67.9 million yuan, up 95.78% year-on-year for the first three quarters [10] - Hengtian Hailong reported a revenue of 829 million yuan, a year-on-year increase of 0.89%, but a net profit of 274,780 yuan, down 93% year-on-year for the first three quarters [11] - Baolidi achieved a revenue of 1.058 billion yuan, a year-on-year increase of 4.57%, and a net profit of 106 million yuan, up 31.25% year-on-year for the first three quarters [12] Group 5 - Feitian Chengxin reported a revenue of 520 million yuan, a year-on-year increase of 3.10%, and a net profit of 10.38 million yuan, up 146.05% year-on-year for the first three quarters [13] - Xiangqiang Co. reported a revenue of 1.237 billion yuan, a year-on-year increase of 9.19%, but a net profit of 171 million yuan, down 5.90% year-on-year for the first three quarters [14] - Guangzheng Eye Care reported a revenue of 663 million yuan, a year-on-year decrease of 5.05%, but a net profit of 17,340 yuan, turning from loss to profit for the first three quarters [15] Group 6 - Sand Technology achieved a revenue of 430 million yuan, a year-on-year increase of 26.94%, and a net profit of 115 million yuan, up 47.52% year-on-year for the first three quarters [16] - Tianhao Energy reported a revenue of 1.941 billion yuan, a year-on-year decrease of 36.05%, and a net profit of 95.74 million yuan, down 27.25% year-on-year for the first three quarters [17] - Yiyuan Communication achieved a revenue of 17.877 billion yuan, a year-on-year increase of 34.96%, and a net profit of 733 million yuan, up 105.65% year-on-year for the first three quarters [18] Group 7 - Zhenhai Co. reported a revenue of 295 million yuan, a year-on-year decrease of 9.96%, and a net profit of 51.69 million yuan, down 8% year-on-year for the first three quarters [19] - Xinda Securities received approval to issue up to 10 billion yuan in corporate bonds for technology innovation [20] - Jingong Steel Structure signed a contract worth 1.23 billion yuan for an overseas project [21] Group 8 - Chuanfa Longmang plans to invest 366 million yuan in a lithium dihydrogen phosphate project [22] - Ningbo Energy plans to invest 58.5 million yuan to establish a joint venture [23] - China Unicom plans to spin off its subsidiary for listing on the Growth Enterprise Market [24] Group 9 - China Unicom reported a revenue of 292.985 billion yuan, a year-on-year increase of 1%, and a net profit of 8.772 billion yuan, up 5.2% year-on-year for the first three quarters [25] - Haigang Co. announced a plan to reduce its shareholding by 0.9965% [26] - Jintongling's subsidiary is facing bankruptcy liquidation [27] Group 10 - Lanshi Heavy Industry plans to transfer 51.02% of its environmental company shares for 14.39 million yuan [28] - Lanshi Heavy Industry's shareholder plans to reduce its stake by 1% [29] - Dongtian Micro reported a revenue of 637 million yuan, a year-on-year increase of 53.91%, and a net profit of 80.03 million yuan, up 99.20% year-on-year for the first three quarters [30] Group 11 - Siling Co. reported a revenue of 581 million yuan, a year-on-year increase of 4.38%, and a net profit of 14 million yuan, up 2.17% year-on-year for the first three quarters [31] - Hanrui Cobalt achieved a revenue of 4.871 billion yuan, a year-on-year increase of 16.49%, and a net profit of 238 million yuan, up 42.57% year-on-year for the first three quarters [32] - Ganfeng Lithium's vice president plans to reduce his stake by 40,000 shares [33] Group 12 - Kaile Co. plans to acquire at least 50% of Kesheng Machinery [34] - Huace Navigation achieved a revenue of 2.618 billion yuan, a year-on-year increase of 15.47%, and a net profit of 493 million yuan, up 26.41% year-on-year for the first three quarters [35] - Jingbeifang reported a revenue of 3.613 billion yuan, a year-on-year increase of 5.14%, and a net profit of 243 million yuan, up 7.94% year-on-year for the first three quarters [36] Group 13 - Weiergao achieved a revenue of 1.122 billion yuan, a year-on-year increase of 51.93%, and a net profit of 69.79 million yuan, up 48.11% year-on-year for the first three quarters [37] - Hanyi Co. reported a revenue of 139 million yuan, a year-on-year increase of 1.10%, and a net profit of 904,470 yuan, up 78.52% year-on-year for the first three quarters [38] - Boya Precision achieved a revenue of 387 million yuan, a year-on-year increase of 47.27%, and a net profit of 66.11 million yuan, up 82.87% year-on-year for the first three quarters [39] Group 14 - Qianfang Technology achieved a revenue of 5.256 billion yuan, a year-on-year decrease of 2.82%, and a net profit of 189 million yuan, up 1098.97% year-on-year for the first three quarters [40] - Binhua Co. submitted an application for H-share listing [41] - Chengde Lulu reported a revenue of 1.956 billion yuan, a year-on-year decrease of 9.42%, and a net profit of 384 million yuan, down 8.47% year-on-year for the first three quarters [42] Group 15 - Beifang Changlong reported a revenue of 122 million yuan, a year-on-year increase of 159.21%, but a net profit of 11.29 million yuan, turning from profit to loss for the first three quarters [43]

Core Insights - The company reported a revenue of 295 million yuan for the first three quarters of 2025, representing a year-on-year decline of 9.96% [1] - The net profit attributable to shareholders was 51.69 million yuan, down 8% year-on-year [1] - The non-recurring net profit increased by 11.26% year-on-year to 47.12 million yuan [1] - The basic earnings per share stood at 0.22 yuan [1]

Core Viewpoint - Zhenhai Co., Ltd. announced the convening of its sixth board meeting to discuss asset impairment provisions, indicating ongoing financial management efforts [1] Group 1: Company Financials - For the year 2024, Zhenhai Co., Ltd.'s revenue composition is heavily weighted towards petrochemicals, accounting for 99.7% of total revenue, with other businesses contributing only 0.3% [1] - As of the report, Zhenhai Co., Ltd. has a market capitalization of 2.7 billion yuan [1]