Group 1 - The core point of the news is the performance and market position of Aihua Group, which saw a stock price increase of 5.11% to 18.73 CNY per share, with a total market capitalization of 7.513 billion CNY [1] - Aihua Group, established on December 29, 1993, and listed on May 15, 2015, specializes in the production and sales of capacitors, capacitor raw materials, and related equipment [1] - The revenue composition of Aihua Group includes: industrial control/new energy 49.04%, consumer power/electronics 34.36%, lighting 12.60%, others 2.68%, and electrolytic foil 1.32% [1] Group 2 - From the perspective of major shareholders, a fund under China Merchants Fund, the "China Merchants Quantitative Selected Stock A" (001917), increased its holdings by 1.5575 million shares in the second quarter, holding a total of 2.7574 million shares, accounting for 0.69% of the circulating shares [2] - The fund has achieved a year-to-date return of 36.6% and a one-year return of 74.15%, ranking 762 out of 4222 and 938 out of 3798 respectively [2] - The fund manager, Wang Ping, has a tenure of 15 years and has achieved a best fund return of 267.21% during his management period [3] Group 3 - Another fund under China Merchants Fund, the "China Merchants National Index 2000 Enhanced A" (018786), held 55,600 shares of Aihua Group in the second quarter, representing 0.69% of the fund's net value [4] - This fund has achieved a year-to-date return of 32.99% and a one-year return of 72.19%, ranking 1007 out of 4222 and 1000 out of 3798 respectively [4] - The fund manager, Deng Tong, has a tenure of 3 years and has achieved a best fund return of 68.53% during his management period [5]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603989 证券简称：艾华集团 公告编号：2025-041 湖南艾华集团股份有限公司 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： 公司参加本次说明会的人员：董事长艾立华先生，董事兼总裁艾亮女士，独立董事邓中华先生，董事会 秘书艾燕女士，财务总监樊瑞满先生。 会议召开方式：网络文字互动方式 会议问题征集：投资者可于2025年09月17日（星期三）16:00前，一是通过访问网址 https://eseb.cn/1rjUwCRd33i或使用微信扫描下文中小程序码进行会前提问；二是通过公司邮箱 xiang.yang@aihuaglobal.com进行提问。公司将通过本次业绩说明会，在信息披露允许范围内就投资者普 遍关注的问题进行回答。 湖南艾华集团股份有限公司（以下简称"公司"）已于2025年8月30日发布公司2025年半年度报告，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 ...

证券代码：603989 证券简称：艾华集团 湖南艾华集团股份有限公司 2025年第四次临时股东大会会议资料 二零二五年九月 1 目 录 | 2025 | | 年第四次临时股东大会会议须知 3 | | --- | --- | --- | | 2025 | | 年第四次临时股东大会会议议程 5 | | 2025 | | 年第四次临时股东大会会议议案 6 | | | 议案 1 | 关于变更回购股份用途并注销暨减少注册资本的议案 6 | | | 议案 2 | 关于变更公司经营范围的议案 10 | | | 议案 3 | 关于取消监事会的议案 11 | | | 议案 4 | 关于修订《公司章程》并授权办理工商变更登记的议案 12 | | | 议案 5 | 关于新增、修订公司部分内部控制管理制度的议案 45 | | | 议案 6 | 关于增补公司第六届董事会独立董事的议案 47 | 2 湖南艾华集团股份有限公司 2025 年第四次临时股东大会会议须知 为维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保证股 东大会的顺利进行，根据《上市公司股东大会规则》《湖南艾华集团股份有限公 司章程》《公司股东大会议事规则》及 ...

（文章来源：证券日报） 证券日报网讯 9月8日晚间，艾华集团发布公告称，公司计划于2025年09月18日（星期四）上午10：00- 11：00举行2025年半年度业绩说明会。 ...

1 证券代码：603989 证券简称：艾华集团 湖南艾华集团股份有限公司 2025年第四次临时股东大会会议资料 二零二五年九月 目 录 | 2025 | | 年第四次临时股东大会会议须知 3 | | --- | --- | --- | | 2025 | | 年第四次临时股东大会会议议程 5 | | 2025 | | 年第四次临时股东大会会议议案 6 | | | 议案 | 1 关于变更回购股份用途并注销暨减少注册资本的议案 6 | | | 议案 | 关于变更公司经营范围的议案 2 10 | | | 议案 | 3 关于取消监事会的议案 11 | | | 议案 | 关于修订《公司章程》并授权办理工商变更登记的议案 12 4 | | | 议案 | 5 关于新增、修订公司部分内部控制管理制度的议案 44 | | | 议案 | 关于增补公司第六届董事会独立董事的议案 46 6 | 2 湖南艾华集团股份有限公司 2025 年第四次临时股东大会会议须知 为维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保证股 东大会的顺利进行，根据《上市公司股东大会规则》《湖南艾华集团股份有限公 司章程》《公司股东大会议事规则》及 ...

证券代码：603989 证券简称：艾华集团 公告编号：2025-041 （一） 会议召开时间：2025 年 09 月 18 日（星期四）上午 10:00-11:00 湖南艾华集团股份有限公司 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： 会议问题征集：投资者可于 2025 年 09 月 17 日（星期三）16:00 前， 一是通过访问网址 https://eseb.cn/1rjUwCRd33i 或使用微信扫描下文中小程序 码进行会前提问；二是通过公司邮箱 xiang.yang@aihuaglobal.com 进行提问。 公司将通过本次业绩说明会，在信息披露允许范围内就投资者普遍关注的问题 进行回答。 湖南艾华集团股份有限公司（以下简称"公司"）已于 2025 年 8 月 30 日 发布公司 2025 年半年度报告，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 18 日（星期四）上 午 10:00-1 ...

Core Viewpoint - AiHua Group (603989) reported a steady revenue growth in 2025, with total revenue reaching 1.961 billion yuan, a year-on-year increase of 1.89%, and a significant rise in net profit attributable to shareholders by 41.56% to 148 million yuan [1] Financial Performance - The second quarter revenue was 1.02 billion yuan, showing a decline of 8.25% year-on-year, while net profit for the same period increased by 10.11% to 76.185 million yuan [1] - The gross profit margin was 20.16%, down 4.67% year-on-year, while the net profit margin improved by 45.59% to 7.49% [1] - Total expenses (selling, administrative, and financial) amounted to 135 million yuan, accounting for 6.91% of revenue, a decrease of 25.23% year-on-year [1] - Earnings per share increased by 42.39% to 0.37 yuan, while operating cash flow per share was -0.48 yuan, a significant decline of 149.16% year-on-year [1] Business Evaluation - The company's Return on Invested Capital (ROIC) was 5.3% last year, indicating average capital returns, with a historical median ROIC of 14.49% since its listing [2] - The net profit margin was reported at 4.84%, suggesting low added value for products or services [2] - The company relies heavily on research and marketing for its performance, necessitating a deeper analysis of these driving factors [2] Cash Flow and Receivables - The cash flow situation is concerning, with cash and cash equivalents to current liabilities at only 66.59%, and the average operating cash flow over the past three years to current liabilities at 8.33% [2] - Accounts receivable reached 598.21% of net profit, indicating a significant amount of outstanding payments [2] Future Outlook - Analysts project a net profit of 349 million yuan for 2025, with an average earnings per share estimate of 0.87 yuan [2] - The management acknowledged recent profit declines due to market fluctuations and increased costs, but expects revenue growth to continue, with a projected revenue of 3.912 billion yuan for 2024 and 9.41 billion yuan for the first quarter of 2025, both showing year-on-year growth [5] - The company plans to optimize the operational strategy of AiHua Fuxian based on its actual performance [5]

Core Viewpoint - Aihua Group (603989.SH) reported its mid-year results for 2025, showing a modest increase in revenue and a significant rise in net profit [1] Financial Performance - The company achieved a total operating revenue of 1.961 billion yuan, representing a year-on-year growth of 1.89% [1] - The net profit attributable to shareholders reached 148 million yuan, marking a year-on-year increase of 41.56% [1] - Basic earnings per share were reported at 0.3705 yuan [1]

Group 1 - The core viewpoint of the article highlights the strong performance of Hunan Aihua Group in the first half of 2025, with revenue reaching approximately 1.961 billion yuan, a year-on-year increase of 1.89%, and a net profit attributable to shareholders of approximately 135 million yuan, up 59.06% [1][2] - The aluminum electrolytic capacitor industry is experiencing a significant recovery, driven by surging demand in emerging sectors such as new energy vehicles, photovoltaics, wind power, industrial automation, and data centers [1][2] - The global capacitor market is projected to exceed 21.1 billion USD by 2025, with a compound annual growth rate of 3%, where high-voltage, high-frequency, and low ESR products are expected to be the main growth drivers [1] Group 2 - Aihua Group's strategic focus on high-growth sectors has led to an increase in the revenue share of industrial and new energy products to 52.75%, becoming the core engine of its performance [2] - The company has achieved breakthroughs in AI server power modules, photovoltaic inverters, and energy storage converters, while maintaining steady growth in the consumer and home appliance markets through high-end product positioning [2] - Aihua Group has consistently adhered to an "investor-centric" philosophy, distributing cash dividends of 59.817 million yuan in June 2025, which accounts for 30.18% of the annual net profit, and has cumulatively distributed 1.7 billion yuan since its listing, demonstrating long-term investment value [2] Group 3 - Looking ahead to the second half of 2025, the market for high-performance capacitors is expected to continue expanding due to increased penetration of new energy vehicles, accelerated installation of wind and solar energy storage, and surging demand for AI computing power [2] - Aihua Group plans to deepen its technological breakthroughs in high-voltage, high-frequency, and solid-state capacitors while optimizing production capacity and global layout to solidify its position as a "world-class capacitor company from China" [2]

每经头条（nbdtoutiao）——近120个品牌、1600辆车逐鹿西南！下半年国内首个A级车展开幕：新能 源"第三极"将改写车市格局 （记者 张喜威） 每经AI快讯，艾华集团（SH 603989，收盘价：18.24元）8月30日发布公告称，公司第六届第六次董事 会会议于2025年8月28日在公司办公楼三楼会议室召开。会议审议了《关于增补公司第六届董事会独立 董事的议案》等文件。 2024年1至12月份，艾华集团的营业收入构成为：电子元器件制造行业占比96.01%，其他业务占比 1.32%。 ...