| | | 8月5日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 中马传动 | 不涉及机器人业务 | | 项目投资 | 回盛生物 | 拟投资建设兽用原料药绿色设备技改项目 | | 中标合同 | 珠江钢琴 | 白水寨公司中标白水寨风景名胜区白水仙瀑景区经营权招选项目 | | 经营数据 | 牧原股份 | 7月商品猪销售收入116.39亿元 | | 股权收购 | 嵘泰股份 | 拟收购中山澳多51%股权 | | 回购 | 舜禹股份 | 已累计回购3.07%股份 | | 业绩 | 长虹华意 | 上半年净利润2.57亿元 同比增长13.42% | | 增减持 | 光格科技 | 股东基石创投、方广二期拟合计减持不超4.04%股份 | | | 道道全 | 兴创投资拟增持5000万元-1亿元公司股份 | | 其他 | 豪恩汽电 | 拟定增募资不超11.05亿元 用于投资豪恩汽电深圳产线扩建项目等 | | | 英联股份 | 子公司与某知名圆柱电池公司签署《战略合作协议》 に 簡屋に | 【热点】 上纬新材(688585.SH)：如未来公司股票价格进一步上涨，可能再次 ...

重要公告： 若羽臣：筹划发行H股股票并在香港联合交易所上市 山东海化：拟取得中盐碱业29%股权投资总额23.2亿元 牧原股份：7月销售商品猪收入116.39亿元同比下降10.41% 三江购物：与盒马公司签署的盒马鲜生业务合作协议到期后不再续签 三江购物（601116）公告，公司与关联方阿里巴巴（中国）有限公司所属的盒马（中国）有限公司（简 称"盒马公司"）签署的《盒马鲜生业务合作协议》，将于2026年3月31日到期，合作协议到期后不再续 签。为妥善安排员工工作，尽量减少对顾客购物的影响，公司将尽快与盒马公司商议涉及协议终止的相 关过渡及交接事宜，期间会对宁波盒马门店销售产生影响。 豪恩汽电：拟定增募资不超过11.05亿元用于豪恩汽电深圳产线扩建项目等 安车检测：控股股东变更为矽睿科技股票6日起复牌 沪市重要公告： 明志科技：就云内动力拖欠货款事项向法院提起诉讼 明志科技（688355）公告，公司就昆明云内动力股份有限公司（简称"云内动力"）拖欠货款事项向昆明 市官渡区人民法院（简称"法院"）提起诉讼，并于近日收到法院送达的《受理案件通知书》，涉案金额 合计3537.97万元。截至公告披露日，该案件已立案，尚未 ...

Core Viewpoint - The company, *ST节能, announced that its subsidiary, Wuhan United Energy Technology Co., Ltd., has won a bid for the EPC general contracting of the independent energy storage project in Mengjin District, with a total bid amount of approximately 320 million yuan for surveying and design fees and 3.01 billion yuan for construction engineering fees [1] Group 1 - The subsidiary, Wuhan United Energy Technology Co., Ltd., is the lead entity in the joint bid for the project [1] - The joint venture partner in this project is Henan Tongli Power Design Co., Ltd. [1] - The project involves significant financial commitments, with a total bid amount of 3.33 billion yuan [1]

Group 1 - The company *ST节能 (000820.SZ)* announced that its subsidiary, Wuhan United Liben Energy Technology Co., Ltd. (referred to as "United Liben"), has recently received a bid notification for the EPC general contracting of the independent energy storage project in Mengjin District from Luoyang Pinglu New Energy Co., Ltd. [1] - United Liben, as the lead entity, along with Henan Tongli Power Design Co., Ltd. as a joint member, has won the bid for the project [1]. - The bid price includes a survey and design fee of 3.2 million yuan and a construction engineering fee of 301 million yuan [1].

Core Viewpoint - *ST Jieneng (000820) announced that its subsidiary, United Liben, has recently received a bid notification for the EPC general contracting of the Mengjin District Independent Energy Storage Project from Luoyang Pinglu New Energy Co., Ltd. [1] Summary by Categories - **Project Details** - The project involves a survey and design fee quoted at 3.2 million yuan and a construction engineering fee quoted at 301 million yuan [1]

格隆汇8月5日丨*ST节能(000820.SZ)公布，公司子公司联合立本于近日收到洛阳平洛新能源有限公司孟 津区独立储能项目EPC总承包的《中标通知书》，中标价：勘察设计费报价：320万元；建设工程费报 价：3.01亿元。 ...

一、项目情况 证券代码：000820 股票简称：*ST节能 公告编号：2025-054 神雾节能股份有限公司 关于中标项目的自愿性信息披露公告 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。 风险提示： 1、截止本公告披露日，神雾节能股份有限公司（以下简称"公司"）二级 控股子公司武汉联合立本能源科技有限公司（以下简称"联合立本"）尚未签订 正式合同，合同的具体内容及合同金额以最终签署的正式合同为准。 2、鉴于合同的履行存在一定的周期，可能受自然灾害、宏观环境、客户自 身履约能力等多方面因素的影响，可能存在无法如期或全面履行合同的风险。公 司将根据实际进展情况及时履行信息披露义务，敬请广大投资者注意投资风险， 谨慎投资。 3、该项目对公司未来经营的影响需视后续项目推进和实施情况而定，具有 不确定性。公司暂无法判断该项目对公司未来经营业绩的影响。公司将根据实际 签订的合同约定和项目实施进度，严格按照会计准则及公司会计政策要求在相应 的会计期间确认收入，具体影响金额以经审计的财务报告为准。该事项属于公司 日常经营事项，不影响公司经营的独立性。敬请广大投资者注意投资 ...

Core Viewpoint - The company *ST节能's subsidiary, 联合立本, has received a bid notification for the EPC contract of the Mengjin District Independent Energy Storage Project from 洛阳平洛新能源有限公司, indicating a potential new revenue stream for the company [1] Summary by Relevant Sections - **Project Details** - The project includes a survey and design fee of 3.2 million yuan and a construction cost of 301 million yuan, with a construction period of 5 months [1] - **Financial Impact** - The impact of the project on the company's future operations is uncertain, and the specific financial implications will be determined based on the audited financial reports [1]

Summary of Key Points Core Viewpoint - As of August 5, 95 companies have released their semi-annual reports for 2025, with 63 reporting year-on-year profit growth and 60 reporting revenue growth. Notably, 51 companies experienced simultaneous growth in both profit and revenue, while 23 companies saw declines in both metrics. The company with the highest profit growth was Zhimin Da, with an increase of 2147.93% [1]. Group 1: Company Performance - Zhimin Da reported a net profit of 38.298 million yuan, with a year-on-year increase of 2147.93% and revenue of 294.7564 million yuan, up 84.83% [1]. - Shijia Guangzi achieved a net profit of 216.6475 million yuan, with a year-on-year increase of 1712.00% and revenue of 992.6253 million yuan, up 121.12% [1]. - Tongzhou Electronics reported a net profit of 203.0714 million yuan, with a year-on-year increase of 662.77% and revenue of 539.7695 million yuan, up 606.52% [1]. - Daodaquan reported a net profit of 180.9760 million yuan, with a year-on-year increase of 563.15% and revenue of 2792.4396 million yuan, up 1.16% [1]. - Huakang Clean reported a net profit of 18.6830 million yuan, with a year-on-year increase of 273.48% and revenue of 83.49115 million yuan, up 50.73% [1]. Group 2: Revenue and Profit Trends - 32 companies reported a year-on-year decline in net profit, while 35 companies reported a decline in revenue [1]. - Among the companies with significant profit growth, 15 companies had their profit growth double compared to the previous year [1]. - The overall trend indicates a mixed performance across the companies, with a notable number achieving substantial growth in both revenue and profit, while others faced declines [1].

Core Insights - *ST节能 (000820) reported a significant decline in revenue and a negative net profit for the first half of 2025, indicating ongoing financial challenges [2][7]. Financial Overview - Total operating revenue for the period was 17.32 million yuan, a year-on-year decrease of 73.59% [2][7]. - The net profit attributable to shareholders was -7.135 million yuan, an increase of 36.88% year-on-year [2][7]. - The net profit excluding non-recurring items was -7.1241 million yuan, up 37.67% year-on-year [2][7]. - The gross profit margin was 32.8%, reflecting a year-on-year increase of 150.16% [7]. - The net profit margin was -70.8%, a decrease of 258.17% year-on-year [7]. Cost and Expenses - The total of selling, administrative, and financial expenses amounted to 11.6032 million yuan, accounting for 66.99% of revenue, which is an increase of 131.21% year-on-year [7]. - Financial expenses rose by 109.81% due to increased interest expenses from subsidiary borrowings [7]. Cash Flow and Financial Health - Cash and cash equivalents stood at 164.485 million yuan, a year-on-year increase of 185.44% [7]. - Accounts receivable decreased by 11.73% to 135 million yuan [7]. - The company has a high level of interest-bearing debt at 25.08 million yuan, which is an increase of 56.75% year-on-year [7]. - The net cash flow from operating activities increased by 26.05% due to higher sales collections [7][8]. Business Operations - The company's main business focuses on green smelting technology in the steel metallurgy industry, energy-saving solutions, and smart energy services [6]. - The company is committed to R&D investment, enhancing technical competitiveness, and optimizing customer relationships while controlling operational costs [6].