Core Viewpoint - Nuwai Co., Ltd. shows strong performance with a significant increase in net profit and a positive outlook for future growth, supported by a robust order book and a new equity incentive plan [1] Company Performance - As of August 7, 2025, Nuwai's stock price reached 33.80 yuan, reflecting a 1.68% increase from the previous trading day [1] - The trading volume on that day was 50,774 hands, with a total transaction amount of 171 million yuan [1] - The company's net profit attributable to shareholders grew by 28% year-on-year in the second quarter, exceeding expectations [1] Industry Position - Nuwai specializes in the design, manufacturing, and sales of industrial valves, with applications in the oil, chemical, and power industries [1] - The company is recognized as a leading player in the industrial valve sector, headquartered in Jiangsu [1] Future Outlook - The report from Dongwu Securities on August 7 recommends a "buy" rating for Nuwai, citing the company's solid profit growth and full order book [1] - The company's diversified and global development strategy remains intact, which is expected to drive future growth [1] - The implementation of the 2025 equity incentive plan is anticipated to enhance team motivation and performance [1]

Group 1 - The core viewpoint of the report is that Dongwu Securities has given a "buy" rating to Nuwai Co., Ltd. (603699.SH) based on strong financial performance and growth potential [2] - In Q2, the company's net profit attributable to shareholders increased by 28% year-on-year, indicating robust growth in profitability [2] - The company maintains a full order book, with a diversified and global strategy that supports its growth outlook as a leading valve manufacturer [2] - The implementation of the 2025 equity incentive plan is expected to enhance team motivation and performance [2]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company's Q2 net profit attributable to shareholders increased by 28% year-on-year, exceeding expectations, indicating robust growth in profitability [2] - The company achieved a total revenue of 3.4 billion yuan in the first half of 2025, a year-on-year increase of 20%, with a net profit of 640 million yuan, up 30% year-on-year [2] - The company maintains a strong profit margin, with a net profit margin of 18.7% in the first half of 2025, an increase of 1.5 percentage points year-on-year [2] - The company is expected to benefit from geopolitical tensions and increased energy independence, leading to higher demand for valve procurement [3] - The company has a solid order backlog from major clients like Saudi Aramco and ADNOC, with ongoing expansion of new products and market share [3] - The 2025 stock incentive plan aims to motivate key employees and reflects the company's long-term confidence in its development [4] Financial Summary - Total revenue forecast for 2023 is 5.544 billion yuan, with a year-on-year growth of 36.59% [1] - Net profit attributable to shareholders is projected to be 721.8 million yuan in 2023, representing a year-on-year increase of 54.85% [1] - The earnings per share (EPS) for 2023 is estimated at 0.94 yuan, with a price-to-earnings (P/E) ratio of 35.39 [1] - The company expects to achieve a net profit of 1.15558 billion yuan in 2024, with a year-on-year growth of 60.10% [1] - The projected net profit for 2025 is 1.4499 billion yuan, with a growth rate of 25.47% [1]

8月6日，沪深两融数据显示，纽威股份获融资买入额0.17亿元，居两市第956位，当日融资偿还额0.16亿 元，净买入113.40万元。 本文源自：金融界 最近三个交易日，4日-6日，纽威股份分别获融资买入0.12亿元、0.20亿元、0.17亿元。 作者：智投君 融券方面，当日融券卖出0.18万股，净卖出0.17万股。 ...

这是纽威股份首次上半年营业收入突破30亿元，同时净利润和扣非净利润均超过6亿元，三项业绩指标 均创公司同期历史新高。 长江商报奔腾新闻记者 杨蝶 纽威股份(603699.SH)经营业绩稳定增长。 8月5日晚间，纽威股份发布业绩快报称，2025年上半年，公司实现营业总收入34.04亿元，同比增长 19.96%；净利润6.37亿元，同比增长30.47%；扣非净利润6.16亿元，同比增长27.48%。 此前的2024年，纽威股份就已交出年度最佳业绩。这一年，公司实现营业收入62.38亿元，同比增长 12.5%；净利润11.56亿元，同比增长60.1%。 纽威股份将业绩增长主要归因于三个方面的因素，一是阀门市场行业趋势向好，公司积极开拓市场，在 订单、销售等方面均得到提升；二是公司不断改进产品结构与设计，改善产品品质，推出新产品，满足 了市场多元化的需要；三是公司加强成本管控，提升生产经营效率，积极推进品牌建设，有效支撑了当 期业绩。 资料显示，纽威股份成立于1997年，2003年起就已成为中国最大和世界知名的工业阀门制造商及出口 商，并于2014年成功登陆上交所上市。经营稳中向好之下，纽威股份的资产规模也在扩大。截 ...

Group 1 - The stock price of Niuwei Co., Ltd. reached a historical high, increasing by 2.94% to 33.64 yuan, with a trading volume of 1.401 million shares and a transaction amount of 46.9244 million yuan, resulting in a turnover rate of 0.19% [2] - The latest total market capitalization of the company in A-shares is 25.855 billion yuan, while the circulating market capitalization is 25.388 billion yuan [2] - The mechanical equipment industry, to which Niuwei belongs, has an overall increase of 0.32%, with 247 stocks rising, including Haosen Intelligent, Deen Precision, and Huadong CNC, which rose by 14.31%, 10.45%, and 10.01% respectively [2] Group 2 - The latest margin trading data shows that as of August 5, the margin balance for Niuwei is 94.4482 million yuan, with a financing balance of 93.0528 million yuan, reflecting an increase of 8.5768 million yuan over the past 10 days, a growth of 10.15% [2] - The company's semi-annual report indicates that it achieved an operating income of 3.404 billion yuan in the first half of the year, a year-on-year increase of 19.96%, and a net profit of 637 million yuan, a year-on-year increase of 30.47%, with basic earnings per share of 0.8300 yuan and a weighted average return on equity of 13.67% [2]

8月5日，沪深两融数据显示，纽威股份获融资买入额0.20亿元，居两市第811位，当日融资偿还额0.17亿 元，净买入350.89万元。 本文源自：金融界 作者：智投君 最近三个交易日，1日-5日，纽威股份分别获融资买入0.06亿元、0.12亿元、0.20亿元。 融券方面，当日融券卖出0.11万股，净卖出0.10万股。 ...

公司表示，报告期内业绩上升除受益于市场行业趋势向好，公司订单饱满之外，还在于公司不断改进产 品结构与设计，改善产品品质，推出新产品，满足了市场多元化的需要。同时，公司加强成本管控，提 升生产经营效率，积极推进品牌建设，有效支撑了当期业绩，助力公司稳定、健康发展。 据《BP世界能源展望》2024年版报告，到2050年，全球能源需求预计将继续上升，但化石燃料的比例 却将进一步下降，而风能、太阳能和氢能等可再生能源的份额将显著增加，成为推动未来能源发展的主 要力量。业内人士分析认为，电气化与数字化正逐渐成为能源转型的核心驱动力，阀门作为能源开采、 生产、传输和储存过程中不可或缺的关键设备，其技术和生产工艺的进步对能源行业的转型升级起到了 至关重要的作用。 8月5日晚间,纽威股份（603699）发布2025年半年度业绩快报，公司上半年实现营业总收入34.04亿元， 同比增长19.96%；归母净利润6.37亿元，同比增长30.47%；基本每股收益0.83元。报告期内，市场行业 趋势向好，公司积极开拓市场，在订单、销售等方面均得到提升。 纽威股份是中国领先的工业阀门制造商，专注于工业阀门的研发、制造和销售，致力于为全球客 ...

Group 1 - Niuwei Co., Ltd. reported a net profit of 637 million yuan for the first half of 2025, representing a year-on-year increase of 30.47% [1] - The company achieved a total operating revenue of 3.404 billion yuan, up 19.96% year-on-year [1] - Niuwei specializes in the research, manufacturing, and sales of industrial valves [2] Group 2 - Shandong Haohua plans to acquire a 29% stake in Zhongyan Alkali Industry with a total investment of 2.32 billion yuan [2] - The company is involved in the production of soda ash and caustic soda [3] Group 3 - Dongfang Co., Ltd. announced a partnership with Dongfang Import and Export Company to develop overseas marketing business [38] - The company focuses on the research, production, and sales of light commercial vehicles and powertrains [38] Group 4 - Xinyuan Technology reported a net profit of 52.6 million yuan for the first half of 2025, a year-on-year increase of 10.70% [12] - The company achieved an operating revenue of 2.871 billion yuan, up 3.86% year-on-year [12] - Xinyuan provides one-stop custom development and production services for pharmaceutical companies and research institutions [12] Group 5 - Zhuhai Piano announced that its subsidiary won the operating rights project for the Baihuazhai scenic area, with an investment of no less than 400 million yuan over 20 years [21] - The company specializes in the research, manufacturing, and sales of pianos and digital musical instruments [21] Group 6 - Zhenghong Technology reported a sales revenue of 26.02 million yuan from pig sales in July, a year-on-year increase of 288.69% [16] - The company sold 63,000 pigs in total from January to July 2025, with a cumulative sales revenue of 109 million yuan, representing a year-on-year increase of 38.06% [16] - Zhenghong focuses on feed products and pig farming [17] Group 7 - ST Nuotai received the cGMP certification from Brazil's National Health Surveillance Agency for its production facility [15] - The company specializes in the research and development of peptide drugs and small molecule pharmaceuticals [15] Group 8 - Guizhou Moutai has repurchased a total of 3.4517 million shares, accounting for 0.2748% of its total share capital, with a total expenditure of 5.301 billion yuan [48][49] - The company is engaged in the production and sales of Moutai liquor and related products [49]

（文章来源：每日经济新闻） 纽威股份（SH 603699，收盘价：32.68元）8月5日晚间发布2025年半年度业绩快报，营业收入约34.04 亿元，同比增加19.96%；归属于上市公司股东的净利润约6.37亿元，同比增加30.47%；基本每股收益 0.83元，同比增加29.69%。 ...