格隆汇8月28日丨朗迪集团（维权）(603726.SH)公布2025年半年度报告，报告期内，公司实现营业收入 10.6亿元，同比增长7.05%；归属于上市公司股东的净利润9066.74万元，同比下降5.50%；归属于上市 公司股东的扣除非经常性损益的净利润8309.24万元，同比增长0.64%；基本每股收益0.49元。 ...

浙江朗迪集团股份有限公司2025 年半年度报告 公司代码：603726 公司简称：朗迪集团 浙江朗迪集团股份有限公司 2025 年半年度报告 1 / 149 浙江朗迪集团股份有限公司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。 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 四、 公司负责人高炎康、主管会计工作负责人高文铭及会计机构负责人（会计主管人员）鲁亚 波声明：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2025年半年度无利润分配及资本公积金转增股本预案。 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 ...

证券代码：603726 证券简称：朗迪集团 公告编号：2025-029 浙江朗迪集团股份有限公司 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 浙江朗迪集团股份有限公司（以下简称"公司"）已于 2025 年 08 月 29 日 在上海证券交易所网站（www.sse.com.cn）披露了《朗迪集团 2025 年半年度报 告全文》及《朗迪集团 2025 年半年度报告摘要》。为便于广大投资者更全面深 入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 09 月 04 日（星期四）15:00-16:00 在"价值在线"（www.ir-online.cn）举办浙江朗迪 集团股份有限公司 2025 年半年度业绩说明会，与投资者进行沟通和交流，广泛 会议召开时间：2025 年 09 月 04 日(星期四)15:00-16:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 会议问题征集：投资者 ...

Core Viewpoint - The home appliance components sector experienced a slight decline of 0.35% on August 20, with Hai Li Co. leading the drop, while the overall market indices showed positive performance with the Shanghai Composite Index rising by 1.04% and the Shenzhen Component Index increasing by 0.89% [1] Group 1: Market Performance - The home appliance components sector's decline was noted at 0.35% [1] - The Shanghai Composite Index closed at 3766.21, up 1.04% [1] - The Shenzhen Component Index closed at 11926.74, up 0.89% [1] Group 2: Individual Stock Performance - Hongchang Technology (301008) saw a significant increase of 20.02%, closing at 30.64 with a trading volume of 198,200 shares and a transaction value of 556 million [1] - Chunguang Technology (603657) increased by 9.07%, closing at 42.21 with a trading volume of 90,800 shares and a transaction value of 374 million [1] - Huaxiang Service (603112) rose by 6.83%, closing at 18.93 with a trading volume of 347,700 shares and a transaction value of 655 million [1] - Other notable performers included Langdi Group (603726) up 3.65%, Zhucheng Technology (301280) up 1.99%, and Xiangqiang Co. (300160) up 1.76% [1] Group 3: Capital Flow - The home appliance components sector experienced a net outflow of 1.046 billion from main funds, while retail investors contributed a net inflow of 716 million [3] - Speculative funds saw a net inflow of 330 million into the sector [3]

Investment Overview - Zhejiang Langdi Group Co., Ltd. has approved an investment plan to establish a production base in Thailand with a maximum investment amount of RMB 110 million, which includes land purchase and fixed asset construction [2] - The company has completed the establishment registration of Langdi Impeller Machinery (Thailand) Co., Ltd. in November 2024 [2] - In January 2025, the company received the overseas investment certificate and project filing notice from relevant authorities [3] Investment Progress Capital Increase - Langdi Thailand has received an investment approval certificate from the Thailand Board of Investment, and the registered capital has been increased from 5 million THB to 57.5 million THB [4] - The company holds 90% of the shares through its wholly-owned subsidiary Langdi (Singapore) Impeller Machinery Pte. Ltd. and 10% through Langdi (Hong Kong) Impeller Machinery Co., Limited [4] Land Purchase Agreement - The company signed a land sale agreement to purchase industrial land in Chonburi Province, Thailand, covering an area of approximately 10 rai (about 24 acres) [5] - The total price for the land is 43 million THB, with a 50% deposit of 21.5 million THB due within 7 days of signing the contract, and the remaining amount payable upon transfer of ownership [6]

Group 1 - The stock price of Landy Group closed at 19.17 yuan on August 19, 2025, down by 0.04 yuan, a decrease of 0.21% from the previous trading day [1] - The company has a total market capitalization of 3.559 billion yuan and a price-to-earnings ratio of 23.79 times [1] - Landy Group is primarily engaged in the research, production, and sales of household air conditioning fan blades and mechanical fans, with products widely used in household and commercial air conditioning and ventilation equipment [1] Group 2 - The company announced significant progress in its Thailand production base project, with its wholly-owned subsidiary increasing registered capital to 57.5 million Thai Baht and successfully acquiring 24 acres of industrial land for 43 million Thai Baht [1] - The total investment for the Thailand project is not expected to exceed 110 million yuan, with preliminary work such as overseas investment filing completed since the project started in September 2024 [1] - In the first quarter of 2025, the company achieved operating revenue of 470 million yuan and a net profit of 37.41 million yuan [1] Group 3 - On August 19, 2025, the net outflow of main funds was 12.64 million yuan, accounting for 0.36% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 84.86 million yuan, representing 2.4% of the circulating market value [1]

Core Points - The company announced plans to invest in a new production base in Thailand, with a maximum investment amount of 110 million RMB [1] - The investment will cover land purchase and construction of fixed assets, with actual investment subject to approval from Chinese and local authorities [1] - The management team is authorized to develop and implement specific plans for the investment, including establishing a subsidiary in Thailand and signing relevant agreements [1] Investment Details - The establishment of "Randall Turbine Machinery (Thailand) Co., Ltd." was completed in November 2024 [1] - The company received necessary investment certificates and project registration notifications from relevant authorities in Ningbo by January 2025 [1] - A land sale agreement has recently been signed for the new production base [1]

证券代码：603726 证券简称：朗迪集团 编号：2025-028 浙江朗迪集团股份有限公司 关于投资建设泰国生产基地的进展公告 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。 一、对外投资概述 浙江朗迪集团股份有限公司（以下简称"公司"）于2024年9月20日召开了第七届 董事会第十二次会议，审议通过了《关于拟投资建设泰国生产基地的议案》，同意在泰 国投资新建生产基地，该项目计划投资金额不超过人民币1.1亿元，包括但不限于购买 土地、购建固定资产等相关事项，实际投资金额以中国及当地主管部门批准金额为准； 授权公司经营管理层及其合法授权人员就泰国生产基地投资事项制定与实施具体方案、 申请投资备案登记、设立泰国子公司及海外结构搭建、签署土地购买等相关协议或文 件，及办理其他与本事项相关的一切事宜。具体内容详见公司2024年9月21日在上海证 券交易所网站（www.sse.com.cn）披露的《朗迪集团关于拟投资建设泰国生产基地的 公告》（公告编号：2024-046）。 2024年11月，公司完成朗迪叶轮机械(泰国)有限公司（以下 ...

Investment Rating - The report initiates coverage with a "Buy" rating for the company [4] Core Views - The company is a leading player in the domestic fan blade and mechanical fan industry, with a robust product line and a strong market position, benefiting from the "home appliance replacement" policy in 2024, which is expected to significantly boost the sales volume of its air conditioning fan blade products [2] - The establishment of a new production base in Thailand with an investment of 110 million yuan is anticipated to enhance the company's overseas market share, targeting a production capacity of 12.7 million air conditioning fan blades per year [2] - The company has made significant technological advancements in mechanical fans, particularly in the core components, which are expected to expand its downstream application scenarios [2] - The company has strategically entered the semiconductor sector, becoming the second-largest shareholder of Yongxi Electronics, with a 7.59% stake, and has significant indirect holdings in leading NAND and DRAM manufacturers, indicating substantial growth potential [3] - The company is also actively pursuing acquisitions in the new materials sector, such as the proposed acquisition of a stake in Ningbo Jujia Technology, which is expected to strengthen its supply chain and expand into emerging fields [10] Financial Summary - Revenue projections for 2025-2027 are 2.18 billion, 2.49 billion, and 2.84 billion yuan, respectively, with corresponding net profits of 192 million, 228 million, and 264 million yuan, indicating a steady growth trajectory [4] - The company is expected to achieve a net profit growth rate of 57.16% in 2024, followed by 11.27% and 19.00% in the subsequent years [5] - The projected PE ratios for 2025-2027 are 18.62, 15.64, and 13.52, reflecting an attractive valuation as the company grows [4]

Group 1 - The stock price of Longdi Group closed at 19.06 yuan on August 14, 2025, down 0.74 yuan, a decrease of 3.74% from the previous trading day [1] - The trading volume on that day was 85,400 hands, with a transaction amount of 165 million yuan, and a fluctuation of 3.84% [1] - Longdi Group operates in the home appliance industry and is also involved in humanoid robots and air energy heat pumps [1] Group 2 - The company's main business includes the mechanical fan sector, which has recently made progress in electromechanical system integration [1] - Longdi Group has completed the dual technology platform layout for both internal and external rotors and has achieved systematic matching tests with various types of fans [1] - On August 13, the company received institutional research from Northeast Securities and Caitong Fund, where executives introduced technological breakthroughs and industrialization progress in the fan sector [1] Group 3 - On August 14, the net outflow of main funds was 35.366 million yuan, accounting for 1% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds was 7.6026 million yuan, representing 0.22% of the circulating market value [1]