Core Viewpoint - Shun Sodium Co., Ltd. reported a revenue of 1.073 billion yuan for the first half of 2025, reflecting a year-on-year growth of 1.05% and a net profit attributable to shareholders of 40.4925 million yuan, which represents a year-on-year increase of 30.64% [1] Financial Performance - The company achieved an operating income of 1.073 billion yuan in the first half of 2025, marking a 1.05% increase compared to the previous year [1] - The net profit attributable to shareholders reached 40.4925 million yuan, showing a significant year-on-year growth of 30.64% [1] - Basic earnings per share were reported at 0.0586 yuan [1]

Group 1 - The company reported a revenue of 1.073 billion yuan for the first half of 2025, representing a year-on-year growth of 1.05% [1] - The net profit for the same period was 40.4925 million yuan, showing a significant year-on-year increase of 30.64% [1]

Group 1 - The core viewpoint of the article is that ShunNa Co., Ltd. (000533.SZ) reported its half-year financial results for 2025, showing modest revenue growth and significant profit increase [1] Group 2 - The company achieved operating revenue of 1.073 billion yuan in the first half of the year, representing a year-on-year growth of 1.05% [1] - The net profit attributable to shareholders of the listed company was 40.4925 million yuan, reflecting a year-on-year increase of 30.64% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 37.4109 million yuan, which is a year-on-year growth of 23.66% [1] - The basic earnings per share were reported at 0.0586 yuan [1]

广东顺钠电气股份有限公司（以下简称"公司"）根据《企业会计准则第 1 号— —存货》《企业会计准则第 8 号——资产减值》《企业会计准则第 22 号—金融工具确 认和计量》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运 作》等相关规定及公司的会计政策，为了更加真实、客观、准确反映公司截至 2025 年 6 月 30 日的资产状况和财务状况，本着谨慎性原则，对报告期末存在减值迹象的资产 进行全面清查、分析、测试和评估，公司对存在减值迹象的资产计提了信用及资产减 值损失。 二、计提各项减值准备的情况说明 公司 2025 年半年度（以下简称"本期"）计提各项信用及资产减值准备情况详见 下表： | 项 目 | 金额/万元 | | --- | --- | | 一、信用减值损失 | -708.39 | | 其中：应收票据 | 128.97 | | 应收账款 | -786.28 | | 应收款项融资 | -26.64 | | 其他应收款 | -24.45 | | 二、资产减值损失 | -215.01 | | 其中：存货跌价损失及合同履约成本减值损失 | -215.05 | | 合同资产减值损失 | - ...

广东顺钠电气股份有限公司 2025 年半年度财务报告 2025 年 8 月 1 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：广东顺钠电气股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 207,011,573.91 | 216,956,808.96 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 10,000,000.00 | | | 衍生金融资产 | | | | 应收票据 | 87,647,821.73 | 93,421,526.38 | | 应收账款 | 1,382,113,661.83 | 1,407,706,690.82 | | 应收款项融资 | 66,681,128.43 | 55,488,829.83 | | 预付款项 | 39,882,109.85 | 39,032,003.17 | | 应收保费 | | | | 应收分保账 ...

广东顺钠电气股份有限公司 2025年半年度非经营性资金占用及其他关联资金往来情况汇总表 单位：人民币万元 ②无控股股东、实际控制人的公司，存在第一大股东或第一大股东关联人非经营性占用资金的 ，也应填写本表非经营性占用部分。 法定代表人： 张译军 主管会计工作负责人： 魏恒刚 会计机构负责人：梁小明 | 非经营性 | 资金占用方名称 | 占用方与上市 公司 | 上市公司核算 | 2025年期初 占用资金余 | 2025年半年 度占用累计发 | 2025年半年 度占用资金 | 2025年半年 度偿还累计 | 2025年半年 期末占用资 | 占用形成原因 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 资金占用 | | 的关联关系 | 的会计科目 | 额 | 生金额（不含 | 的利息（如 | 发生金额 | 金余额 | | | | | | | | | 利息） | 有） | | | | | | 控股股东、实际控制 | | | | | | | | | | 非经营性占用 | | 人及其附属企业 | | | | | ...

公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 2025 年 8 月 1 广东顺钠电气股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 广东顺钠电气股份有限公司 2025 年半年度报告全文 广东顺钠电气股份有限公司 2025 年半年度报告 公司负责人张译军、主管会计工作负责人魏恒刚及会计机构负责人(会计 主管人员)梁小明声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本半年度报告涉及未来计划等前瞻性陈述，不构成公司对投资者的实质 承诺，投资者及相关人士均应当对此保持足够的风险认识，并且应当理解计 划、预测与承诺之间的差异。 公司在本报告"第三节管理层讨论与分析"中"十、公司面临的风险和 应对措施"部分，详细描述了公司经营发展过程中可能会面临的风险及应对 措施，敬请投资者参阅相关内容。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | . | 2 | | --- | --- | | 1 | 1 | | 第一节 | 重 ...

金融界消息 截至2025年8月15日收盘，顺钠股份（000533）报收于7.64元，上涨2.83%，换手率6.61%， 成交量45.27万手，成交金额3.44亿元。 资金流向方面，今日主力资金净流入1179.67万元，占比成交额3.43%。其中，超大单净流出867.17万 元、占成交额2.52%，大单净流入2046.84万元、占成交额5.95%，中单净流出流入88.18万元、占成交额 0.26%，小单净流出1267.84万元、占成交额3.68%。 顺钠股份最新一期业绩显示，截至2025一季报，公司营业总收入4.86亿元、同比增长7.44%，归属净利 润1950.40万元，同比增长39.11%，扣非净利润1812.58万元，同比增长31.66%，流动比率1.358、速动比 率1.176、资产负债率64.72%。 天眼查商业履历信息显示，广东顺钠电气股份有限公司，成立于1992年，位于佛山市，是一家以从事电 气机械和器材制造业为主的企业。企业注册资本69081.6万人民币，实缴资本69081.6万人民币。公司法 定代表人为张译军。 通过天眼查大数据分析，广东顺钠电气股份有限公司共对外投资了11家企业，参与招投标项 ...

Overview - The box-type substation market is primarily driven by the demand from State Grid Corporation, which is a major user of distribution equipment in China and a leader in the construction of smart grids and new power systems. The demand for box-type substations reflects the market development situation [1][12] - The total tender volume for box-type substations from State Grid is influenced by various factors including macroeconomic environment, industrial policies, project construction arrangements, and specific product demand timing. From 2017 to 2024, the tender volume has shown fluctuations but maintains an overall growth trend, with a projected total of 14,078 units in 2024, representing a year-on-year increase of 1.85% [1][13] Market Policy - The box-type substation falls under the category of "C38 Electrical Machinery and Equipment Manufacturing" in the national economic industry classification. The development of the transmission and distribution equipment industry, including box-type substations, is crucial for the safety and efficiency of China's power system. The government has issued several supportive policies to foster the growth of this industry [7][9] Industry Chain - The upstream of the box-type substation industry includes suppliers of metals like steel and aluminum, as well as insulation materials and electrical components. The quality and stability of these raw materials are critical for product quality and production progress. The midstream consists of manufacturing enterprises responsible for design, production, assembly, and testing, while the downstream market encompasses various applications including power grids, infrastructure, electric vehicle charging stations, and renewable energy projects [10][12] Competitive Landscape - The box-type substation industry in China is characterized by a fragmented market with numerous participants. In 2024, a total of 125 companies won tenders from State Grid, with Shanghai Zhixin Electric Co., Ltd. leading with a bid amount of 23,382.65 million yuan, followed by Beijing Haocreat Electric Equipment Co., Ltd. and Ningbo Aokex Intelligent Technology Co., Ltd. with bid amounts of 19,427.42 million yuan and 16,613.87 million yuan, respectively [15][17] Development Trends - The future of box-type substations will leverage technologies such as IoT, big data, and artificial intelligence to enhance monitoring, control, and protection capabilities. This will enable real-time monitoring of equipment status, fault warnings, and automatic diagnostics, while also supporting remote control and management. Additionally, there will be a focus on using more efficient transformers and energy-saving switchgear to reduce energy loss and environmental impact [29][31]

Group 1 - The core viewpoint of the news is that Guangdong Shun Sodium Electric Co., Ltd. has shown a positive financial performance in the first quarter of 2025, with significant growth in revenue and net profit [1] - As of August 14, 2025, the company's stock price closed at 7.43 yuan, down 2.75%, with a trading volume of 453,700 hands and a transaction amount of 339 million yuan [1] - The company's main funds experienced a net outflow of 46.11 million yuan, accounting for 13.59% of the transaction amount, indicating a mixed sentiment among investors [1] Group 2 - In the first quarter of 2025, the company reported total operating revenue of 486 million yuan, a year-on-year increase of 7.44%, and a net profit attributable to shareholders of 19.50 million yuan, up 39.11% year-on-year [1] - The company has a current ratio of 1.358, a quick ratio of 1.176, and a debt-to-asset ratio of 64.72%, reflecting its financial health [1] - Guangdong Shun Sodium Electric Co., Ltd. was established in 1992 and is primarily engaged in the manufacturing of electrical machinery and equipment, with a registered capital of 690.82 million yuan [1][2]