Core Insights - The Social Security Fund has disclosed its stock holdings as of the end of Q2, appearing in the top ten shareholders of 199 companies, with a total holding of 3.307 billion shares valued at 58.105 billion yuan [1][2]. Group 1: Stock Holdings - The Social Security Fund has newly entered 41 stocks and increased holdings in 53 stocks, while reducing holdings in 66 stocks [1]. - The top holdings by the Social Security Fund include Changshu Bank with 206.47 million shares, followed by Sany Heavy Industry with 171.39 million shares and Hualu Hengsheng with 132.68 million shares [2][3]. - The highest percentage of shares held by the Social Security Fund is in Weixing Co., accounting for 7.08% of its circulating shares, followed by Shantui with 6.87% [1][2]. Group 2: Performance Metrics - Among the stocks held by the Social Security Fund, 130 companies reported a year-on-year increase in net profit, with the highest growth seen in Rongzhi Rixin at 14.236 million yuan, a staggering increase of 2063.42% [2]. - The average increase in stock prices for the Social Security Fund's heavy holdings since July is 17.19%, outperforming the Shanghai Composite Index [2]. - The best-performing stock is Yingweike, with a cumulative increase of 121.00%, followed by Guomai Culture and Gaolan Co., which increased by 91.47% and 80.67%, respectively [2].

| 山推股份 最新财务摘要 | | --- | 据证券之星公开数据整理，近期山推股份(000680)发布2025年中报。截至本报告期末，公司营业总收入 70.04亿元，同比上升3.02%，归母净利润5.68亿元，同比上升8.78%。按单季度数据看，第二季度营业 总收入37.03亿元，同比上升3.17%，第二季度归母净利润2.96亿元，同比上升4.66%。本报告期山推股 份盈利能力上升，毛利率同比增幅19.73%，净利率同比增幅25.83%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率20.16%，同比增5.59%，净利率8.13%，同比增 5.39%，销售费用、管理费用、财务费用总计4.58亿元，三费占营收比6.55%，同比增13.97%，每股净资 产3.78元，同比减1.8%，每股经营性现金流0.15元，同比减16.69%，每股收益0.38元，同比增8.82% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 67.98亿 | 70.04亿 | 3.02% | | 归母净利润(元) | 5.22亿 | 5. ...

Group 1 - The core viewpoint of the article highlights the recent movements of social security funds in the A-share market, revealing that they have entered the top ten circulating shareholders of 71 new stocks in the second quarter of 2025 [1] - Su Shi Testing has the highest number of new social security fund holdings, with 3 new holdings, while Shanghai Jahwa and Xin Qiang Lian each have 2 new holdings [1] - The article provides a detailed list of companies that have seen new social security fund investments, including their respective shareholding numbers, quantities, and market values [2][3][4][5] Group 2 - Specific companies mentioned include Su Shi Testing with 1,486.20 thousand shares valued at 213 million yuan, Shanghai Jahwa with 1,150.51 thousand shares valued at 242 million yuan, and Xin Qiang Lian with 555.56 thousand shares valued at 199 million yuan [2][3] - Other companies with new social security fund holdings include Hengdian East Magnetic, Nuofushin, and Baichu Electronics, each with 1 new holding, along with their respective share quantities and market values [2][3][4] - The article lists a total of 71 companies that have received new investments from social security funds, indicating a diverse range of industries from agriculture to electronics and pharmaceuticals [2][3][4][5]

Core Insights - The company reported a total revenue of 7.004 billion yuan for the first half of 2025, representing a year-on-year increase of 3.02% and a net profit of 568 million yuan, up 8.78% year-on-year [1] - The gross profit margin increased by 19.73% year-on-year, while the net profit margin rose by 25.83% [1] - The company has shown improvements in profitability, with a gross margin of 20.16% and a net margin of 8.13% [1] Financial Performance - Total revenue for 2025 was 70.04 billion yuan, compared to 67.98 billion yuan in 2024, marking a 3.02% increase [1] - Net profit for 2025 was 5.68 billion yuan, up from 5.22 billion yuan in 2024, reflecting an 8.78% increase [1] - The company’s operating cash flow per share decreased to 0.15 yuan, down 16.69% year-on-year [1] Key Financial Ratios - The gross profit margin for 2025 was 20.16%, an increase of 5.59% year-on-year, while the net profit margin was 8.13%, up 5.39% year-on-year [1] - The total of selling, administrative, and financial expenses was 458 million yuan, accounting for 6.55% of revenue, which is a 13.97% increase year-on-year [1] - The return on invested capital (ROIC) for the previous year was 14.06%, indicating strong capital returns [4] Changes in Financial Items - Accounts receivable increased by 29.48% due to higher sales, while inventory decreased by 14.31% as sales volume increased [3] - Long-term equity investments rose by 48.88% due to increased investment in Shandong Heavy Industry Group Financial Company [3] - Short-term borrowings increased by 18.54%, reflecting a rise in short-term debt [3] Cash Flow and Investment - The net cash flow from operating activities decreased by 16.7%, attributed to increased salary and tax payments [3] - The net cash flow from investing activities saw a significant decline of 322.24% due to investments in Shandong Heavy Industry Group Financial Company [3] - The net increase in cash and cash equivalents dropped by 90.58%, primarily due to increased external investments [3] Fund Holdings - The largest fund holding in the company is the Huaxia Classic Mixed Fund, which holds 11.64 million shares and has reduced its position [6] - Other funds, such as the Tianhong Advanced Manufacturing Mixed Fund, have increased their holdings [6] - The average expected earnings for 2025 are projected at 1.351 billion yuan, with an average earnings per share of 0.9 yuan [5]

Financial Performance - The company's operating revenue for the reporting period is approximately 7.00 billion yuan, an increase from 6.51 billion yuan in the same period last year, reflecting a growth rate of about 7.57% [1] - The net profit attributable to shareholders is approximately 568.29 million yuan, up from 418.47 million yuan year-on-year, indicating a growth of about 35.8% [1] - The net profit after deducting non-recurring gains and losses is approximately 558.80 million yuan, compared to 409.45 million yuan in the previous year, showing an increase of about 36.4% [1] - The basic and diluted earnings per share are both 0.3788 yuan, up from 0.2788 yuan in the previous year [1] - The weighted average return on equity is 10.28%, an increase of 2.21 percentage points year-on-year [19] Cash Flow and Investment - The net cash flow from operating activities is approximately 229.72 million yuan, a slight decrease of 0.26% from the previous year [22] - The net cash flow from financing activities is approximately 57.22 million yuan, an increase of 306% year-on-year [22] - The net cash flow from investing activities is approximately -287 million yuan, compared to 129 million yuan in the same period last year [22] Asset and Liability Changes - Total assets at the end of the reporting period are approximately 18.08 billion yuan, down from 18.29 billion yuan at the end of the previous year [1] - The net assets attributable to shareholders increased to approximately 5.68 billion yuan from 5.24 billion yuan year-on-year [1] - Accounts receivable and notes receivable increased by 16.23%, while cash and cash equivalents decreased by 18.6% [34] - The company's debt-to-asset ratio is 60.6%, indicating a stable financial structure compared to industry averages [45] Shareholder Structure - The top ten shareholders include new entrants such as China Pacific Life Insurance Co., Ltd. and social security funds, while existing shareholders like Weichai Power Co., Ltd. and Shandong Heavy Industry Group Co., Ltd. have increased their holdings [49][50] - The shareholding structure reflects a diversification of institutional investors, which may enhance the company's stability and growth potential [49]

Group 1 - The company's stock price on August 22 was 9.87 yuan, a decrease of 0.20% from the previous trading day, with a trading volume of 191,400 hands and a transaction amount of 1.89 billion yuan [1] - The company reported a revenue of 7.004 billion yuan for the first half of 2025, representing a year-on-year increase of 3.02%, and a net profit attributable to shareholders of 568 million yuan, up 8.78% year-on-year [1] - The company plans to distribute a cash dividend of 0.35 yuan (including tax) for every 10 shares, with a total expected payout of 52.31 million yuan [1] Group 2 - The company's overseas business revenue reached 3.902 billion yuan, showing a year-on-year growth of 7.66% [1] - On August 22, the net outflow of main funds was 19.0189 million yuan, with a cumulative net outflow of 105.2619 million yuan over the past five days [2]

8月22日山推股份发布2025半年度分配预案，拟10派0.35元（含税），预计派现金额合计为5231.11万 元。派现额占净利润比例为9.21%，这是公司上市以来，累计第18次派现。 公司上市以来历次分配方案一览 | 日期 | 分配方案 | 派现金额合计（亿元） | 股息率（%） | | --- | --- | --- | --- | | 2025.06.30 | 10派0.35元（含税） | 0.52 | 0.37 | | 2024.12.31 | 10派0.6元（含税） | 0.90 | 0.77 | | 2024.09.30 | 10派0.3元（含税） | 0.45 | 0.41 | | 2023.12.31 | 10派1.5元（含税） | 2.25 | 2.96 | | 2022.12.31 | 10派0.76元（含税） | 1.14 | 1.57 | | 2021.12.31 | 10派0.15元（含税） | 0.23 | 0.36 | | 2021.06.30 | 10派0.1元（含税） | 0.15 | 0.24 | | 2018.12.31 | 10派0.2元（含税） | 0.25 | 0.5 ...

山推工程机械股份有限公司 2025 年第三次临时股东大会决议公告 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。 特别提示 1、本次股东大会未出现否决议案的情形； 2、本次股东大会未涉及变更以往股东大会已通过的决议。 证券代码：000680 证券简称：山推股份 公告编号：2025-071 一、会议召开和出席情况 (一)会议召开情况 1、召开时间： (1)现场会议时间：2025 年 8 月 22 日（星期五）下午 14:00。 (2)网络投票时间：2025 年 8 月 22 日（星期五），其中： ①通过深圳证券交易所交易系统进行网络投票的具体时间为：22025年8月22日上 午9:15-9:25，9:30-11:30，下午13:00-15:00； ②通过深圳证券交易所互联网投票系统进行网络投票的具体时间为：2025年8月22 日上午9:15至下午15:00的任意时间。 2、召开地点：山东省济宁市高新区 327 国道 58 号公司总部大楼 205 会议室； 6、会议的召开符合《公司法》、《上市公司股东大会规则》、《深圳证券交易所 股票上市规则》及本公司《公司章程》 ...

证券代码：000680 证券简称：山推股份 公告编号：2025-070 山推工程机械股份有限公司 关于召开 2025 年第四次临时股东会的通知 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。 山推工程机械股份有限公司（以下简称"公司"）第十一届董事会第十八次会议 决定于 2025 年 9 月 9 日（星期二）召开 2025 年第四次临时股东会，现将会议情况通 知如下： 一、召开会议的基本情况 (一)股东会届次：本次股东会是公司 2025 年第四次临时股东会。 (二)股东会的召集人：公司第十一届董事会。 (三)会议召开的合法、合规性：本届董事会认为本次股东会的召开程序符合有关 法律、行政法规、部门规章、规范性文件及《公司章程》的有关规定。 (四)会议召开日期和时间： 现场会议时间：2025 年 9 月 9 日（星期二）下午 14:00。 网络投票时间：2025 年 9 月 9 日（星期二），其中： 1、通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 9 月 9 日上 午 9:15-9:25，9:30-11:30，下午 13:00-15:00； ...

证券代码：000680 证券简称：山推股份 公告编号：2025—065 山推工程机械股份有限公司 第十一届监事会第十六次会议决议公告 本公司及监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。 山推工程机械股份有限公司（以下简称"公司"）第十一届监事会第十六次会议于 2025 年 8 月 22 日下午在公司总部大楼 205 会议室以现场与通讯相结合的方式召开。会 议通知已于 2025 年 8 月 12 日以书面和电子邮件两种方式发出。会议应到监事 3 人，实 到监事 3 人。公司王卫平、崔保运现场出席了会议，监事会主席唐国庆以通讯方式进行 了表决。本次监事会参会监事人数超过公司监事会成员半数，符合《公司法》和《公司 章程》的有关规定，本次会议的召集、召开及表决程序合法有效。会议由监事会主席唐 国庆主持。会议审议并通过了以下议案： 一、审议通过了《公司 2025 年半年度报告》及其《摘要》（详见巨潮资讯网 http://www.cninfo.com.cn） 经审核，监事会认为董事会编制和审议公司《公司 2025 年半年度报告》及其《摘 要》的程序符合法律、行政法规及中国证监 ...