证券之星消息，8月22日通用设备板块较上一交易日上涨1.0%，三川智慧领涨。当日上证指数报收于 3825.76，上涨1.45%。深证成指报收于12166.06，上涨2.07%。通用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300066 | 三川智慧 | 8.44 | 20.06% | 203.17万 | | 16.48亿 | | 301377 | 鼎泰高科 | 68.06 | 19.99% | 13.00万 | | 8.39亿 | | 605688 | 同惠电子 | 31.98 | 15.87% | 16.46万 | | 5.24亿 | | 301125 | 腾亚精工 | 22.27 | 13.68% | 15.41万 | | 3.27亿 | | 688577 | 新海德曼 | 94.71 | 13.62% | 6.20万 | | 5.71亿 | | 002871 | 伟隆股份 | 18.43 | 10.03% | 31.15万 | | 5.49亿 ...

Core Viewpoint - Linde Co., a leading company in the compressor casting segment, is expanding its business boundaries from traditional industrial scenarios to digital infrastructure, particularly in the AI computing power industry, which is driving a significant performance turnaround for the company [1][2]. Financial Performance - In Q2 2025, Linde Co. achieved operating revenue of 312 million yuan, a year-on-year increase of 8.24%, and a net profit attributable to shareholders of 62.96 million yuan, up 37.20% year-on-year and 36.39% quarter-on-quarter [2]. - The company's management expenses decreased by 9.29% year-on-year, reflecting ongoing improvements in internal governance and operational efficiency, while R&D expenses increased by 11.35%, enhancing competitiveness in core areas [2]. - The asset-liability ratio stands at 18.30%, with a net cash flow from operating activities of 124 million yuan, indicating strong short-term solvency [2]. Market Position and Opportunities - Linde Co. is positioned as a leader in providing components for AI computing power applications, particularly in data center temperature control systems, which are critical for stable computing power output [3]. - The company’s core products are well-aligned with two major compressor tracks: air compressors and refrigeration compressors, with the latter being essential for data center cooling systems [3]. - The global AI computing power market is projected to grow significantly, with estimates reaching 25.9 billion USD in 2025, representing a 36.2% year-on-year increase [4]. International Expansion - Linde Co. is accelerating its overseas order expansion, which has become a key driver of overall revenue growth in the first half of the year [6]. - The company has made significant progress in establishing its factory in Mexico and has achieved a customer satisfaction rate of over 98% [6]. - The marketing network in Japan is taking shape, and preparations for a marketing organization in Europe are underway, enhancing the company's global footprint [6]. Future Outlook - The demand for global AI computing power is expected to gradually increase, and with the unexpected advancement of Linde Co.'s expansion in North America, Japan, and Europe, the company is poised for a significant performance breakthrough in the second half of the year [7].

Investment Rating - The report maintains a "Buy" rating for the company [2][9] Core Insights - The company reported a strong Q2 performance with a 37% year-on-year increase in net profit, driven by demand from data centers [5][6] - The company is positioned as a leader in the precision components segment for refrigeration compressor castings, with products being widely adopted in AI computing and data center temperature control systems [6] - The company is expanding its overseas operations, with a new factory in Mexico to meet North American demand and a marketing agency established in Japan [7] Financial Performance - For H1 2025, the company achieved revenue of 587 million yuan, a 1.53% increase year-on-year, and a net profit of 109 million yuan, up 11.66% [5] - The revenue breakdown for H1 2025 shows compressor components at 320 million yuan (down 6.4%), engineering machinery components at 206 million yuan (up 21.5%), and other components at 60 million yuan (down 8.8%) [6] - The gross margin improved by 1.67 percentage points to 36.84%, attributed to an increase in overseas revenue [6] Future Projections - Revenue forecasts for 2025-2027 are 1.232 billion yuan, 1.503 billion yuan, and 1.771 billion yuan, with year-on-year growth rates of 12.18%, 21.98%, and 17.81% respectively [8] - Projected net profits for the same period are 228 million yuan, 288 million yuan, and 354 million yuan, with growth rates of 21.38%, 26.76%, and 22.88% respectively [8]

Group 1 - The Shanghai Composite Index is at 3783.05 points, above the five-day moving average, with a change of 0.32% [1] - The total trading volume of A-shares today is 1,080.3 billion yuan [1] - A total of 276 A-shares have prices that have surpassed the five-day moving average, with notable stocks including San Chuan Wisdom, Ping Gao Co., and Tong Hui Electronics, showing divergence rates of 13.32%, 13.23%, and 9.93% respectively [1] Group 2 - The top three stocks with the highest divergence rates from the five-day moving average are: - San Chuan Wisdom (300066) with a price increase of 20.06% and a divergence rate of 13.32% [2] - Ping Gao Co. (688227) with a price increase of 19.99% and a divergence rate of 13.23% [2] - Tong Hui Electronics (833509) with a price increase of 16.85% and a divergence rate of 9.93% [2] - Other notable stocks include Ding Tai Gao Ke (301377) with a divergence rate of 8.41% and An Fu Technology (603031) with a divergence rate of 7.32% [2]

Core Insights - The company reported a total operating revenue of 587 million yuan for the first half of 2025, an increase of 8.84 million yuan or 1.53% compared to the same period last year [1] - The net profit attributable to shareholders reached 109 million yuan, up by 11.14 million yuan or 11.66% year-on-year [1] - The net cash inflow from operating activities was 124 million yuan, reflecting an increase of 26.18 million yuan or 26.70% compared to the previous year [1] Financial Metrics - The latest debt-to-asset ratio stands at 18.30%, a decrease of 0.61 percentage points from the same period last year [3] - The gross profit margin is reported at 36.84%, an increase of 0.87 percentage points from the previous quarter and up by 1.67 percentage points year-on-year [3] - The return on equity (ROE) is 4.48%, which is an increase of 0.12 percentage points compared to the same period last year [3] - The diluted earnings per share (EPS) is 0.46 yuan, an increase of 0.05 yuan or 12.20% year-on-year [3] - The total asset turnover ratio is 0.20 times, and the inventory turnover ratio is 1.54 times [3] Shareholder Structure - The number of shareholders is 11,100, with the top ten shareholders holding a total of 176 million shares, accounting for 73.23% of the total share capital [3] - The largest shareholder is Hangzhou Liande Holdings Co., Ltd., holding 33.6 million shares [3] - Other significant shareholders include Allied Machinery International Limited with 27.5 million shares and various investment funds [3]

Core Viewpoint - LianDe Co., Ltd. reported a slight decline in stock price while showing stable financial performance in its recent half-year report, indicating resilience in its operations despite market fluctuations [1] Financial Performance - For the first half of 2025, LianDe Co., Ltd. achieved operating revenue of 587 million yuan, representing a year-on-year growth of 1.53% [1] - The net profit attributable to shareholders was 109 million yuan, reflecting an increase of 11.66% year-on-year [1] - The net cash flow from operating activities grew by 26.70% year-on-year, indicating robust operational health [1] Stock Market Activity - As of August 21, 2025, LianDe's stock price was 25.26 yuan, down by 0.74 yuan or 2.85% from the previous trading day [1] - The stock opened at 25.71 yuan, reached a high of 26.32 yuan, and a low of 25.20 yuan during the trading session [1] - On the same day, the net inflow of main funds was 4.44 million yuan, accounting for 0.07% of the circulating market value, while the cumulative net outflow over the past five days was 22.84 million yuan, representing 0.38% of the circulating market value [1] Industry Overview - LianDe Co., Ltd. operates in the general equipment industry, focusing on the research, design, production, and sales of high-precision mechanical components and precision cavity mold products [1] - The company's business spans multiple sectors, including wind energy and data centers, highlighting its diversified market presence [1]

证券代码：605060 证券简称：联德股份 公告编号：2025-032 杭州联德精密机械股份有限公司 杭州联德精密机械股份有限公司（以下简称"公司"）第三届董事会第十三 次会议于 2025 年 8 月 21 日（星期四）在公司二楼会议室以现场的方式召开。会 议通知已于 2025 年 8 月 16 日通过书面的方式送达各位董事。本次会议应出席董 事 8 人，实际出席董事 8 人。 会议由董事长孙袁主持，高级管理人员列席了本次会议。会议召开符合有 关法律、法规、规章和《公司章程》的规定。经各位董事认真审议，会议形成了 如下决议： 二、董事会会议审议情况 第三届董事会第十三次会议决议公告 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、董事会会议召开情况 具体内容详见公司同日披露于上海证券交易所网站（www.sse.com.cn）的《联 德股份 2025 年半年度报告》及《联德股份 2025 年半年度报告摘要》。 （二）审议通过《关于 2025 年半年度募集资金存放与实际使用情况的专项 报告》 表决结果：8 票同意，0 票反对， ...

Core Insights - The company reported a revenue of 586,536,973.13 yuan for the first half of 2025, reflecting a year-on-year growth of 1.53% [2] - The net profit attributable to shareholders of the listed company was 109,118,425.67 yuan, showing a year-on-year increase of 11.66% [2] Financial Performance - Revenue for the first half of 2025: 586.54 million yuan, up 1.53% year-on-year [2] - Net profit for the first half of 2025: 109.12 million yuan, up 11.66% year-on-year [2]

（文章来源：证券日报） 证券日报网讯 8月21日晚间，联德股份发布公告称，公司第三届董事会第十三次会议审议通过了《关于 2025年半年度报告及摘要的议案》等多项议案。 ...

Core Viewpoint - Lande Co., Ltd. reported a year-on-year increase in revenue and net profit for the first half of 2025, indicating positive financial performance and growth potential [2] Financial Performance - The company's revenue for the first half of 2025 was approximately 587 million yuan, representing a year-on-year increase of 1.53% [2] - The net profit attributable to shareholders was around 109 million yuan, showing a year-on-year increase of 11.66% [2] - Basic earnings per share were reported at 0.46 yuan, which is a year-on-year increase of 12.2% [2]