人民财讯11月7日电，深南电A（000037）11月7日公告，11月6日收到政府补助805.18万元，占公司最近 一个会计年度(2024年度)经审计归属于上市公司股东的净利润的36.75%。该补助与公司日常经营活动相 关，不具有可持续性。 ...

Group 1 - Company Shenzhen Nanshan Thermal Power Co., Ltd. received a government subsidy of approximately 8.05 million yuan, which accounts for 36.75% of the company's audited net profit attributable to shareholders for the most recent fiscal year [1] - For the first half of 2025, the revenue composition of Shenzhen Nanshan Thermal Power indicates that the power industry contributed 97.54%, while other businesses accounted for 2.46% [1] - As of the report date, the market capitalization of Shenzhen Nanshan Thermal Power is 5.5 billion yuan [1]

证券代码：000037、200037； 证券简称：深南电 A、深南电 B； 公告编号：2025-045 深圳南山热电股份有限公司 关于获得政府补助的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 根据《企业会计准则第16号——政府补助》的相关规定，与企 业日常活动相关的政府补助，应当按照经济业务实质，计入其他收 益或冲减相关成本费用；与企业日常活动无关的政府补助，应当计 入营业外收入。公司本次获得的政府补助与公司日常活动相关，将 计入"其他收益"科目。 （三）补助对上市公司的影响 按照《企业会计准则》等有关规定，公司本次获得的政府补助 预计对公司本年利润总额的影响为8,051,800.00元。 一、获取补助的基本情况 深圳南山热电股份有限公司（以下简称"公司"）于2025年 11月6日收到政府补助8,051,800.00元（人民币，下同），占公 司最近一个会计年度（2024年度）经审计归属于上市公司股东的 净利润的36.75%。该补助与公司日常经营活动相关，不具有可持 续性。 二、补助的类型及其对上市公司的影响 （一）补助的类型 根据《企业会计准则第16 ...

（原标题：深南电A(000037.SZ)：收到政府补助805万元） 格隆汇11月7日丨深南电A(000037.SZ)公布，公司于2025年11月6日收到政府补助8,051,800.00元（人民 币，下同），占公司最近一个会计年度（2024年度）经审计归属于上市公司股东的净利润的36.75%。 该补助与公司日常经营活动相关，不具有可持续性。 ...

Core Viewpoint - The company received a government subsidy of 8,051,800.00 RMB, which represents 36.75% of its audited net profit attributable to shareholders for the fiscal year 2024 [1] Group 1 - The subsidy is related to the company's daily operational activities [1] - The sustainability of this subsidy is questioned as it does not have a lasting nature [1]

Core Viewpoint - The company received a government subsidy of 8.0518 million yuan, which accounts for 36.75% of the net profit attributable to shareholders for the fiscal year 2024, indicating a significant impact on financial performance [1] Group 1 - The government subsidy is related to the company's daily operations [1] - The sustainability of the subsidy is questioned as it is not considered sustainable [1]

Core Points - The State-Owned Enterprise Reform Index (399974) closed at 1916.43 points, down 0.1% with a trading volume of 135.68 billion yuan and a turnover rate of 0.7% [1] - Among the index constituents, 43 stocks rose while 56 fell, with Wanhua Chemical leading the gainers at a 5.79% increase and Shenzhen South Circuit leading the decliners at a 3.36% decrease [1] Index Constituents Summary - The top ten constituents of the State-Owned Enterprise Reform Index include: - Zijin Mining: 3.60% weight, latest price 30.17 yuan, market cap 801.84 billion yuan, sector: Non-ferrous metals [1] - Changjiang Electric Power: 2.90% weight, latest price 28.52 yuan, market cap 697.83 billion yuan, sector: Utilities [1] - CITIC Securities: 2.90% weight, latest price 29.00 yuan, market cap 429.80 billion yuan, sector: Non-banking financial [1] - Taihai Chemical: 2.89% weight, latest price 19.70 yuan, market cap 347.29 billion yuan, sector: Non-banking financial [1] - China Merchants Bank: 2.80% weight, latest price 42.51 yuan, market cap 1072.10 billion yuan, sector: Banking [1] - Xingye Bank: 2.74% weight, latest price 21.17 yuan, market cap 448.02 billion yuan, sector: Banking [1] - North Huachuang: 2.73% weight, latest price 413.75 yuan, market cap 299.71 billion yuan, sector: Electronics [1] - Wrigley: 2.68% weight, latest price 116.75 yuan, market cap 453.18 billion yuan, sector: Food and Beverage [1] - China Shipbuilding: 2.52% weight, latest price 35.81 yuan, market cap 269.49 billion yuan, sector: Defense and Military [1] - Zhongke: 2.42% weight, latest price 111.16 yuan, market cap 162.64 billion yuan, sector: Computer [1] Capital Flow Analysis - The net outflow of main funds from the index constituents totaled 4.52 billion yuan, while retail investors saw a net inflow of 2.98 billion yuan [1] - Notable net inflows from retail investors were observed in Wanhua Chemical, TCL Zhonghuan, and China Satellite, while significant outflows were noted in China Chemical and China Unicom [2]

Group 1 - The core point of the news is that ShenNan Circuit experienced a decline of 5.01% in its stock price, reaching 218.95 CNY per share, with a trading volume of 832 million CNY and a turnover rate of 0.56%, resulting in a total market capitalization of 145.983 billion CNY [1] - ShenNan Circuit Co., Ltd. is located in Longgang District, Shenzhen, Guangdong Province, and was established on July 3, 1984. The company was listed on December 13, 2017, and its main business involves the research, development, production, and sales of printed circuit boards [1] - The revenue composition of ShenNan Circuit includes printed circuit boards (60.01%), packaging substrates (16.64%), electronic assembly (14.14%), other supplementary products (5.80%), and other products (3.40%) [1] Group 2 - From the perspective of major fund holdings, Hengyue Fund has one fund heavily invested in ShenNan Circuit. The Hengyue Growth Selected Mixed A Fund (010622) held 138,100 shares in the third quarter, accounting for 4.11% of the fund's net value, ranking as the fifth-largest holding [2] - The Hengyue Growth Selected Mixed A Fund (010622) was established on February 9, 2021, with a latest scale of 473 million CNY. Year-to-date, it has achieved a return of 69.5%, ranking 357 out of 8148 in its category; over the past year, it has returned 47.56%, ranking 903 out of 8053; since inception, it has incurred a loss of 16.2% [2] Group 3 - The fund manager of Hengyue Growth Selected Mixed A Fund (010622) is Liao Mingbing, who has been in the position for 5 years and 119 days. The total asset scale of the fund is 955 million CNY, with the best fund return during his tenure being 53.85% and the worst being -41.96% [3]

Core Viewpoint - The company, Shenzhen South Circuit Technology Co., Ltd. (深南电路), reported that the overall capacity utilization rate of its PCB business remains high in Q3 2025, while the capacity utilization rate of its packaging substrate business has significantly increased due to the growing demand in the storage market and application processor chip products [1]. Group 1 - The PCB business is experiencing high overall capacity utilization rates as of Q3 2025 [1] - The packaging substrate business has seen a noticeable increase in capacity utilization rates quarter-on-quarter [1] - The growth in demand for storage market and application processor chip products is driving the improvement in capacity utilization [1]

Core Viewpoint - ShenNan Circuit (002916.SZ) reported that the overall capacity utilization rate of its PCB business remains high in Q3 2025, while the capacity utilization rate of its packaging substrate business has significantly increased month-on-month due to the growing demand in the storage market and application processor chip products [1] Group 1 - The PCB business is operating at a high overall capacity utilization rate in Q3 2025 [1] - The packaging substrate business has seen a noticeable month-on-month increase in capacity utilization due to rising demand [1]