证券之星消息，9月22日元件板块较上一交易日上涨3.22%，鹏鼎控股领涨。当日上证指数报收于 3828.58，上涨0.22%。深证成指报收于13157.97，上涨0.67%。元件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) | | | --- | --- | --- | --- | --- | --- | --- | | 002938 | 鹏鼎控股 | 63.45 | 10.00% | 48.50万 | | 29.78 Z | | 002916 | 深南电路 | 214.80 | 9.83% | 11.84万 | | 24.48亿 | | 300657 | 弘信电子 | 35.36 | 6.38% | 70.02万 | | 24.63亿 | | 300903 | 科翔股份 | 13.35 | 6.37% | - 43.48万 | | 5.72亿 | | 600183 | 生益科技 | 59.50 | 6.25% | 52.83万 | | 30.86亿 | | 002463 | 沪电股份 | 80.06 | 5.48% | 61.23万 | | 48.23 ...

Group 1 - The core viewpoint of the news is that Xiehe Electronics has seen a significant increase in stock price, rising by 5.08% to 32.47 yuan per share, with a total market capitalization of 2.857 billion yuan [1] - Xiehe Electronics, established on February 17, 2000, specializes in the research, production, and sales of rigid and flexible printed circuit boards, with 96.27% of its revenue coming from printed circuit boards and 3.73% from other sources [1] - The trading volume for Xiehe Electronics reached 62.8083 million yuan, with a turnover rate of 2.27% [1] Group 2 - Among the top shareholders of Xiehe Electronics, the Dazhong Fund's Dazhong CSI 360 Internet + Index A (002236) increased its holdings by 77,300 shares in the second quarter, now holding a total of 512,200 shares, which represents 0.58% of the circulating shares [2] - The Dazhong CSI 360 Internet + Index A fund has achieved a year-to-date return of 27.61% and a one-year return of 77.8%, ranking 1038 out of 4222 and 513 out of 3795 respectively [2] - The fund manager, Xia Gao, has a tenure of 10 years and 277 days, with the best fund return during this period being 200.97% [2]

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Core Viewpoint - The financial performance of Xiehe Electronics (605258) for the first half of 2025 shows a mixed result with revenue growth but a decline in net profit and profitability margins [1][2]. Financial Performance Summary - Total revenue for the first half of 2025 reached 451 million yuan, an increase of 12.13% year-on-year [1]. - Net profit attributable to shareholders was 28.96 million yuan, down 8.31% compared to the previous year [1]. - Gross margin decreased to 18.3%, a decline of 9.8% year-on-year, while net margin fell to 6.29%, down 20.03% [1]. - The company's accounts receivable reached 366 million yuan, representing a 27.09% increase year-on-year, with accounts receivable to net profit ratio at 513.5% [1][9]. Expense and Cash Flow Analysis - Total sales, management, and financial expenses amounted to 30.94 million yuan, accounting for 6.87% of revenue, a decrease of 8.73% year-on-year [1]. - Operating cash flow per share was 0.55 yuan, down 51.29% year-on-year, indicating increased cash outflows for employee payments and taxes [1][6]. Changes in Financial Items - Cash and cash equivalents increased by 30.91% to 153 million yuan due to investments in financial products and time deposits [1]. - Short-term borrowings rose by 73.54% due to increased bank loans [2][7]. - Research and development expenses increased by 62.22%, reflecting higher investment in R&D activities [6]. Market and Operational Insights - The company attributed the revenue growth to ongoing market expansion and steady business development [2]. - The return on invested capital (ROIC) for the previous year was 5.69%, indicating average capital returns, with a historical median ROIC of 20.62% since its listing [8].

Group 1 - Gujia Home achieved a net profit of 1.02 billion yuan in the first half of 2025, a year-on-year increase of 13.89% [1] - Gujia Home's revenue for the first half of 2025 was 9.80 billion yuan, up 10.02% year-on-year [1] - Phoenix Holdings reported a net profit of 11.04 million yuan, successfully turning a profit [1] - Phoenix Holdings' revenue increased by 200.78% year-on-year to 291 million yuan [1] - Zheshang Securities recorded a net profit of 1.15 billion yuan, a year-on-year growth of 46.49% [1] - Zheshang Securities' revenue decreased by 23.66% to 6.11 billion yuan [1] Group 2 - Tianjin Port's net profit was 503 million yuan, a year-on-year decrease of 18.33% [3] - Tianjin Port's revenue for the first half of 2025 was 6.18 billion yuan, an increase of 4.33% year-on-year [3] - Xuantai Pharmaceutical reported a net profit of 45.59 million yuan, down 15.82% year-on-year [5] - Xuantai Pharmaceutical's revenue was 220 million yuan, a slight increase of 0.74% year-on-year [5] Group 3 - Yilida achieved a net profit of 40.03 million yuan, a year-on-year increase of 18.32% [7] - Yilida's revenue for the first half of 2025 was 758 million yuan, up 12.56% year-on-year [7] - Zhongji United reported a net profit of 262 million yuan, a significant year-on-year increase of 86.61% [9] - Zhongji United's revenue was 818 million yuan, a year-on-year growth of 43.52% [9] Group 4 - China Shipbuilding Special Gas reported a net profit of 178 million yuan, a slight decrease of 0.55% year-on-year [10] - China Shipbuilding Special Gas' revenue was 1.04 billion yuan, an increase of 12.60% year-on-year [10] - Xinyuan Intelligent Manufacturing achieved a net profit of 9.79 million yuan, a year-on-year increase of 284.45% [11] - Xinyuan Intelligent Manufacturing's revenue was 329 million yuan, up 388.33% year-on-year [11] Group 5 - Jiudian Pharmaceutical reported a net profit of 291 million yuan, a year-on-year increase of 2.57% [13] - Jiudian Pharmaceutical's revenue was 1.51 billion yuan, a year-on-year growth of 10.67% [13] - Boya Biological reported a net profit of 225 million yuan, down 28.68% year-on-year [15] - Boya Biological's revenue was 1.01 billion yuan, an increase of 12.51% year-on-year [15] Group 6 - True Love Home achieved a net profit of 197 million yuan, a year-on-year increase of 484.48% [17] - True Love Home's revenue was 390 million yuan, up 21.82% year-on-year [17] - Dongfang Electronics reported a net profit of 302 million yuan, a year-on-year increase of 19.65% [19] - Dongfang Electronics' revenue was 3.16 billion yuan, a year-on-year growth of 12.18% [19] Group 7 - Watte Holdings achieved a net profit of 18.41 million yuan, a year-on-year increase of 23.94% [21] - Watte Holdings' revenue was 906 million yuan, up 12.29% year-on-year [21] - Tianqin Equipment reported a net profit of 16.36 million yuan, a year-on-year increase of 2.78% [22] - Tianqin Equipment's revenue was 111 million yuan, a year-on-year growth of 18.42% [22] Group 8 - Yingfeng Environment achieved a net profit of 382 million yuan, a year-on-year increase of 0.43% [24] - Yingfeng Environment's revenue was 6.46 billion yuan, up 3.69% year-on-year [24] - Kexin Machinery reported a net profit of 52.20 million yuan, a year-on-year decrease of 46.18% [26] - Kexin Machinery's revenue was 592 million yuan, down 17.26% year-on-year [26] Group 9 - Tengda Construction reported a net profit of 108 million yuan, a year-on-year decrease of 0.69% [27] - Tengda Construction's revenue was 1.61 billion yuan, down 5.20% year-on-year [27] - Canaan Technology achieved a net profit of 7.35 million yuan, a year-on-year decrease of 38.46% [29] - Canaan Technology's revenue was 560 million yuan, up 1.29% year-on-year [29] Group 10 - Metro Design reported a net profit of 221 million yuan, a year-on-year increase of 6.58% [30] - Metro Design's revenue was 1.32 billion yuan, up 5.31% year-on-year [30] - China Shipbuilding Special Gas plans to use up to 2.9 billion yuan of idle funds for cash management [31] - The company intends to invest in safe, liquid, principal-protected products [31] Group 11 - Jiuchuang Biotechnology received a medical device registration certificate for its lupus anticoagulant detection kit [32] - The product is intended for in vitro qualitative detection of lupus anticoagulant in human plasma [32] - Xinowei's subsidiary received approval for clinical trials of its innovative drug [33] - The drug is a humanized monoclonal antibody intended for treating multiple cancers [33] Group 12 - Dongcheng Pharmaceutical's subsidiary received FDA approval for clinical trials of its targeted radiopharmaceutical [34] - The drug is intended for treating advanced prostate cancer [34] - Shandong Road and Bridge received approval to issue bonds up to 4 billion yuan [35] - The company specializes in road and bridge engineering construction [35] Group 13 - Diou Home plans to invest 500 million yuan to establish a subsidiary focused on generative AI [36] - The investment aims to transform the company into a full-stack industrial intelligent service provider [36] - Dayilong achieved a net profit of 90.87 million yuan, a year-on-year increase of 217.89% [37] - Dayilong's revenue was 957 million yuan, up 57.35% year-on-year [37] Group 14 - Chaohongji reported a net profit of 331 million yuan, a year-on-year increase of 44.34% [38] - Chaohongji's revenue was 4.10 billion yuan, up 19.54% year-on-year [38] - Taiji Group reported a net profit of 139 million yuan, a year-on-year decrease of 71.94% [39] - Taiji Group's revenue was 5.66 billion yuan, down 27.63% year-on-year [39] Group 15 - Suneng Co. reported a net profit of 93.19 million yuan, a year-on-year decrease of 90.13% [41] - Suneng Co.'s revenue was 5.57 billion yuan, down 17.15% year-on-year [41] - Three Gorges Water Conservancy reported a net profit of 47.93 million yuan, a year-on-year decrease of 79.07% [42] - Three Gorges Water Conservancy's revenue was 4.90 billion yuan, down 6.10% year-on-year [42] Group 16 - Furida reported a net profit of 108 million yuan, a year-on-year decrease of 15.16% [44] - Furida's revenue was 1.79 billion yuan, down 7.05% year-on-year [44] - Chenzhou Electric International achieved a net profit of 25.92 million yuan, a year-on-year increase of 29.55% [46] - Chenzhou Electric International's revenue was 1.96 billion yuan, up 1.26% year-on-year [46] Group 17 - Farlantek achieved a net profit of 122 million yuan, a year-on-year increase of 41.05% [47] - Farlantek's revenue was 1.18 billion yuan, up 46.63% year-on-year [47] - Huitai Medical reported a net profit of 425 million yuan, a year-on-year increase of 24.11% [48] - Huitai Medical's revenue was 1.21 billion yuan, up 21.26% year-on-year [48] Group 18 - Dameng Data's director is under investigation for suspected violations [49] - The company's daily operations remain normal [49] - Maiwei Co. reported a net profit of 394 million yuan, a year-on-year decrease of 14.59% [50] - Maiwei Co.'s revenue was 4.21 billion yuan, down 13.48% year-on-year [50] Group 19 - Waiservice Holdings achieved a net profit of 384 million yuan, a year-on-year increase of 5.51% [52] - Waiservice Holdings' revenue was 12.25 billion yuan, up 16.15% year-on-year [52] - Huakang Co. reported a net profit of 134 million yuan, a year-on-year decrease of 3.38% [53] - Huakang Co.'s revenue was 1.87 billion yuan, up 37.32% year-on-year [53] Group 20 - Bluelight Optical achieved a net profit of 103 million yuan, a year-on-year increase of 110.27% [54] - Bluelight Optical's revenue was 577 million yuan, up 52.54% year-on-year [54] - Shunwang Technology reported a net profit of 162 million yuan, a year-on-year increase of 69.22% [55] - Shunwang Technology's revenue was 1.01 billion yuan, up 25.09% year-on-year [55] Group 21 - Anbiping reported a net loss of 12.50 million yuan in the first half of 2025 [56] - Anbiping's revenue was 159 million yuan, down 30.11% year-on-year [56] - Jinhua Co. reported a net profit of 6.20 million yuan, a year-on-year decrease of 34.53% [57] - Jinhua Co.'s revenue was 241 million yuan, down 1.90% year-on-year [57] Group 22 - Xiehe Electronics achieved a net profit of 28.96 million yuan, a year-on-year decrease of 8.31% [59] - Xiehe Electronics' revenue was 451 million yuan, up 12.13% year-on-year [59] - Huguang Co. reported a net profit of 276 million yuan, a year-on-year increase of 8.40% [60] - Huguang Co.'s revenue was 3.63 billion yuan, up 6.20% year-on-year [60]

Group 1 - The core point of the article is that Xiehe Electronics reported its financial results for the first half of 2025, showing a revenue increase but a decline in net profit [1] - The company achieved an operating income of 450,587,224.98 yuan, representing a year-on-year growth of 12.13% [1] - The net profit attributable to shareholders of the listed company was 28,959,200.14 yuan, which reflects a year-on-year decrease of 8.31% [1]

（文章来源：证券日报） 证券日报网讯 8月21日晚间，协和电子发布公告称，公司第三届监事会第二十次会议审议通过了《关于 公司2025年半年度报告及摘要的议案》等多项议案。 ...

Core Viewpoint - The company, Xiehe Electronics, announced the convening of its fourth board meeting on August 21, 2025, to review various proposals, including amendments to existing documents [2] Financial Performance - For the year 2024, Xiehe Electronics reported that its revenue composition was 96.27% from printed circuit boards and 3.73% from other businesses [2]

协和电子（SH 605258，收盘价：32.95元）8月21日晚间发布半年度业绩报告称，2025年上半年营业收 入约4.51亿元，同比增加12.13%；归属于上市公司股东的净利润约2896万元，同比减少8.31%；基本每 股收益0.3291元，同比减少8.3%。 （文章来源：每日经济新闻） ...

Core Viewpoint - The company reported a revenue of 451 million yuan for the first half of 2025, reflecting a year-on-year growth of 12.13%, while the net profit attributable to shareholders decreased by 8.31% to approximately 28.96 million yuan [1] Company Performance - The company achieved an operating income of 451 million yuan in the first half of 2025, marking a 12.13% increase compared to the previous year [1] - The net profit attributable to shareholders was 28.96 million yuan, which represents a decline of 8.31% year-on-year [1] - The basic earnings per share stood at 0.3291 yuan [1] Industry Insights - The PCB industry is experiencing an uptick in demand, particularly driven by growth in downstream applications such as AI and automotive sectors [1]