编辑 杨娟娟 新京报贝壳财经讯 8月6日，盛美上海发布半年度业绩报告称，2025年上半年，公司营业收入约32.65亿 元，同比增加35.83%；归属于上市公司股东的净利润约6.96亿元，同比增加56.99%；基本每股收益1.58 元，同比增加54.9%。 ...

今日公布半年报公司一览 证券时报·数据宝统计，8月7日共有10家公司公布2025年半年报，其中8家净利润同比增长，2家同比下 降，9家营业收入同比增长，1家同比下降，净利润和营业收入同时增长的公司有顺博合金等8家，净利 润和营业收入均下降的有峨眉山A等1家，业绩增幅翻倍的公司有1家，其中顺博合金增幅最大，达 110.56%。（数据宝） | 代码 | 简称 | 每股收益 | 净利润（万 | 净利润同比 | 营业收入（万 | 营业收入同比 | | --- | --- | --- | --- | --- | --- | --- | | | | （元） | 元） | （%） | 元） | （%） | | 002996 | 顺博合 金 | 0.2700 | 17663.48 | 110.56 | 712627.98 | 11.75 | | 002233 | 塔牌集 团 | 0.3700 | 43539.69 | 92.47 | 205624.80 | 4.05 | | 300184 | 力源信 息 | 0.0833 | 9613.04 | 65.79 | 403377.28 | 17.46 | | 688082 | 盛 ...

2025年8月7日，盛美上海(688082.SH)发布2025年半年度报告。截至2025年8月06日，共有31个机构投资 者披露持有盛美上海A股股份，合计持股量达3.90亿股，占盛美上海总股本的88.27%。其中，前十大机 构投资者包括ACM RESEARCH, INC.、香港中央结算有限公司、招商银行股份有限公司-华夏上证科创 板50成份交易型开放式指数证券投资基金、上海浦东新兴产业投资有限公司、中国工商银行股份有限公 司-易方达上证科创板50成份交易型开放式指数证券投资基金、中国工商银行股份有限公司-诺安成长混 合型证券投资基金、中国农业银行股份有限公司-东方人工智能主题混合型证券投资基金、中信证券股 份有限公司-嘉实上证科创板芯片交易型开放式指数证券投资基金、中国建设银行股份有限公司-南方信 息创新混合型证券投资基金、中国工商银行股份有限公司-华泰柏瑞沪深300交易型开放式指数证券投资 基金，前十大机构投资者合计持股比例达88.02%。相较于上一季度，前十大机构持股比例合计下跌了 0.33个百分点。 公募基金方面，本期较上一期持股增加的公募基金共计4个，包括嘉实上证科创板芯片ETF、易方达上 证科创板5 ...

Core Insights - The company reported a total revenue of 3.265 billion yuan for the first half of 2025, with a net profit attributable to shareholders of 696 million yuan [1] - The net cash inflow from operating activities was -132 million yuan, a decrease of 579 million yuan compared to the same period last year, representing a year-on-year decline of 129.54% [1] Financial Metrics - The latest debt-to-asset ratio is 37.98%, an increase of 1.92 percentage points from the previous quarter [3] - The latest gross profit margin stands at 50.73%, a slight decrease of 0.14 percentage points from the previous quarter [3] - The return on equity (ROE) is reported at 8.44% [3] - The diluted earnings per share (EPS) is 1.58 yuan [3] - The total asset turnover ratio is 0.26 times, while the inventory turnover ratio is 0.37 times [3] Shareholder Information - The number of shareholders is 11,700, with the top ten shareholders holding a total of 388 million shares, accounting for 88.02% of the total share capital [3] - The largest shareholder is ACM RESEARCH, INC., holding 81% of the shares [3]

Core Viewpoint - The company reported significant growth in revenue and net profit for the first half of 2025, driven by strong market performance and continuous innovation in semiconductor equipment [1][2]. Financial Performance - The company achieved a revenue of 3.265 billion yuan, a year-on-year increase of 35.83% [1] - The net profit attributable to shareholders was 696 million yuan, reflecting a growth of 56.99% compared to the previous year [1] - The net profit excluding non-recurring items was 674 million yuan, up by 55.17% year-on-year [1] Product Development and Innovation - The company has focused on product platformization and enhancing technical performance, which contributed to its revenue growth [2] - In the semiconductor cleaning equipment sector, the company holds a global market share of 8.0% [3] - The company’s semiconductor plating equipment has a global market share of 8.2% [3] - The company invested 544 million yuan in R&D, a 39.47% increase year-on-year, and has filed a total of 1,800 patents, with 494 granted [3] Manufacturing and Operational Efficiency - The "Semiconductor Equipment R&D and Manufacturing Center" reached operational status in June 2025, enhancing production efficiency and capacity [4] - The center supports rapid business growth and timely order fulfillment [4] Industry Outlook - The company anticipates continued high demand in the semiconductor equipment market, supported by national policies and increased capital expenditure from major clients [5] - Global semiconductor equipment sales are projected to reach a record high of 117.1 billion USD in 2024, with a 10% year-on-year growth [5] - The domestic market is expected to grow by 35% to 49.6 billion USD, accounting for 42% of the global market [5] - The company has developed innovative cleaning technologies, including the SAPS/TEBO megasonic cleaning technology, positioning itself competitively in the market [5][6] New Product Launches - The company has introduced several new devices and processes with independent intellectual property rights, including the Ultra PmaxTM plasma-enhanced chemical vapor deposition equipment [6] - The company is also validating new ALD furnace tube technologies, further strengthening its competitive position in furnace equipment [7]

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：688082 公司简称：盛美上海 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。 1.2重大风险提示 公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险及应对措施，敬请查阅本报告"第三 节 管理层讨论与分析"之"四、风险因素"。 1.3本公司董事会及董事、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。 1.4公司全体董事出席董事会会议。 1.5本半年度报告未经审计。 1.6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 无 1.7是否存在公司治理特殊安排等重要事项 □适用 √不适用 第二节 公司基本情况 2.1公司简介 ■ 2.2主要财务数据 单位：元 币种：人民币 ■ 2.3前10名股东持股情况表 单位： 股 公司股票简况 ■ 公司存托凭证简况 □适用 √不适用 联系人和联系方式 ■ 2.4前十名境内存托凭证持有人情况表 ...

Group 1: Company Performance - BeiGene reported a net profit of 450 million yuan for the first half of 2025, marking a turnaround from losses in the previous year, with product revenue increasing by 45.8% to 17.36 billion yuan and total revenue rising by 46.0% to 17.52 billion yuan [1] - CITIC Securities announced that Huaxia Fund achieved an operating income of 4.258 billion yuan and a net profit of 1.123 billion yuan in the first half of 2025, with total comprehensive income of 1.106 billion yuan [3] - Shanghai Pudong Development Bank's net profit for the first half of 2025 was 29.737 billion yuan, reflecting a year-on-year growth of 10.19%, with total operating income of 90.559 billion yuan, up 2.62% [6] - Xianhe Co. plans to invest approximately 11 billion yuan in a new integrated high-performance paper-based material project, with an expected annual output value of about 5.15 billion yuan from the first phase [7] - Shengmei Shanghai reported a net profit of 696 million yuan for the first half of 2025, representing a year-on-year increase of 56.99% [14] Group 2: Regulatory and Corporate Actions - Sino Medical's subsidiary received breakthrough medical device designation from the FDA for its intracranial atherosclerosis treatment product, marking it as the first of its kind globally [2] - *ST Dongtong's actual controller and chairman is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [8] - Tianyang Technology is planning to purchase equity in Tonglian Financial Services, with key transaction details still under negotiation [10] - Dongfang Guoxin's major shareholder reduced their stake by 2.68 million shares, decreasing their total shareholding from 27.06% to 26.82% [5] - Filinger's president reduced his holdings by 8,600 shares during a period of stock price volatility, while other executives did not sell shares [4]

Group 1: Company Performance - BeiGene reported a net profit of 450 million yuan for the first half of 2025, marking a turnaround from losses in the previous year, with product revenue increasing by 45.8% to 17.36 billion yuan and total revenue rising by 46.0% to 17.52 billion yuan [1] - CITIC Securities announced that Huaxia Fund achieved a net profit of 1.123 billion yuan in the first half of 2025, with total operating income of 4.258 billion yuan and total comprehensive income of 1.106 billion yuan [1] - Shanghai Pudong Development Bank reported a net profit of 29.737 billion yuan for the first half of 2025, reflecting a year-on-year growth of 10.19%, with total operating income of 90.559 billion yuan, up 2.62% [4] - Xianhe Co., Ltd. plans to invest approximately 11 billion yuan in a new integrated high-performance paper-based material project, with an expected annual output value of about 5.15 billion yuan from the first phase [5] - Shunbo Alloy reported a net profit growth of 110.56% year-on-year for the first half of 2025 [12] Group 2: Regulatory and Corporate Actions - Sino Medical announced that its subsidiary received breakthrough medical device designation from the FDA for a new intracranial atherosclerosis treatment product, marking a significant milestone as the first of its kind globally [1] - *ST Dongtong's actual controller and chairman is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [6][7] - Tianyang Technology is planning to purchase equity in Tonglian Jinfu and related companies, with key transaction details still under negotiation [8] - Filinger reported stock price fluctuations, with the president reducing his holdings by 8,600 shares during a period of abnormal trading activity [2] - Dongfang Guoxin's controlling shareholder reduced their stake by 2.68 million shares, decreasing their total shareholding from 27.06% to 26.82% [3]

（文章来源：证券日报） 证券日报网讯 8月6日晚间，盛美上海发布公告称，公司第二届董事会第二十二次会议审议通过了《关 于公司2025年半年度报告及其摘要的议案》等多项议案。 ...

Key Points - The article highlights various significant announcements from different companies, including project investments, operational data, and stock buybacks [1][2][3] Group 1: Project Investments - Maglev Technology plans to invest in the construction of a "maglev compressor and related product R&D production base" [1] - Xianhe Co. intends to invest in an integrated high-performance paper-based new material project [1] - China Shipbuilding Technology aims to invest in a 1.3 million kilowatt wind power project in Xinjiang [1] Group 2: Operational Data - Wen's Co. reported July sales revenue of 2.316 billion yuan from meat chickens and 4.877 billion yuan from live pigs [1][2] - Dongrui Co. recorded July sales revenue of 170 million yuan from live pigs [2] - Jindong Agricultural reported cumulative sales revenue of 7.365 billion yuan from January to July [2] Group 3: Stock Acquisitions - Weichai Heavy Machinery plans to acquire 100% equity of Changbo Company for 492 million yuan [1][2] - Electric Connection Technology intends to acquire 39% equity of Aimers for 180 million yuan [2] - Huaxi Co. plans to acquire 100% equity of Xiefeng Cotton and Hemp for 90 million yuan [2] Group 4: Stock Buybacks - Tapai Group plans to repurchase company shares with an investment of 50 million to 100 million yuan [1][2] Group 5: Performance - BeiGene reported total revenue of 17.518 billion yuan for the first half of the year, a year-on-year increase of 46% [1][3] - Shengmei Shanghai achieved a net profit of 696 million yuan in the first half of the year, a year-on-year growth of 56.99% [2][3] - Liyuan Information reported a net profit of 96.13 million yuan in the first half of the year, a year-on-year increase of 65.79% [3] Group 6: Shareholding Changes - MinDe Electronics' controlling shareholder plans to reduce holdings by up to 4% [1][3] - Qianhong Pharmaceutical's major shareholder plans to reduce holdings by up to 1.67% [1][3] - Ligao Food's shareholders plan to reduce holdings by up to 2.47% [3] Group 7: Other Announcements - Xingyuan Zhuomei received a project designation notification from a client [1][3] - Alloy Investment's controlling shareholder has changed to Jiuzhou Hengchang, with the actual controller changing to Wang Yunzhang [1][3]