天眼查工商信息显示，8月5日，时代骐骥新能源科技（北京）有限公司成立，法定代表人为张永鑫，注 册资本2000万人民币，经营范围包括新兴能源技术研发、新能源汽车换电设施销售、在线能源计量技术 研发等。股东信息显示，该公司由宁德时代旗下时代骐骥绿能科技（深圳）有限公司全资持股。 ...

Core Viewpoint - The recent financial report of Liyuan New Energy (001258) indicates a significant decline in revenue and net profit, highlighting increased short-term debt pressure and a concerning liquidity ratio [1][5]. Financial Performance Summary - Total revenue for the reporting period reached 496 million yuan, a year-on-year decrease of 6.02% [1]. - Net profit attributable to shareholders was 8.95 million yuan, down 90.17% year-on-year [1]. - In Q2, total revenue was 279 million yuan, a decline of 13.22% compared to the previous year, with net profit of 1.83 million yuan, down 76.21% [1]. - The gross margin was 49.07%, a decrease of 10.98% year-on-year, while the net margin was 1.75%, down 89.84% [1]. - Total operating expenses (sales, management, and financial expenses) amounted to 119 million yuan, accounting for 23.91% of revenue, an increase of 16.35% year-on-year [1]. - Earnings per share were 0.01 yuan, a decrease of 90.0% year-on-year [1]. Changes in Financial Items - Income tax expenses decreased by 70.74% due to reduced profits during the reporting period [2]. - R&D investment increased by 57.27%, reflecting a commitment to enhancing innovation [3]. - Net cash flow from investing activities improved by 47.59% due to reduced cash outflows for ongoing project investments [3]. - Total profit decreased by 86.99%, primarily due to delays in subsidy payments and increased credit impairment losses [3][4][5]. Debt and Cash Flow Concerns - The liquidity ratio stands at 0.7, indicating potential short-term debt pressure [1][6]. - Cash flow metrics show that cash and cash equivalents represent only 2.71% of total assets and 15.26% of current liabilities [6]. - The interest-bearing debt ratio has reached 57.97%, raising concerns about the company's debt sustainability [6]. Business Model and Strategic Focus - The company's return on invested capital (ROIC) was 2.29%, indicating weak capital returns [5]. - The business model relies heavily on capital expenditures, necessitating careful evaluation of the profitability of these investments [5]. - The company is focusing on enhancing its R&D capabilities and digital transformation to improve operational efficiency and competitiveness in the energy sector [6].

| 上身得 缔造有远见的圆形传奇 | 8 查一下 江苏开拓智联新能源有限公司 0 c c c | | | ー 应用 ▼ | 企业中心 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 基本信息 9 | 法律诉讼 经营信息 | I | 经营风险 | | | 企业发展 | 知识产权 | | 统一社会信用代码 | 91320214MAEQH02J7J | | 企业名称 | | | 江苏开拓智联新能源有限公司 | | | 法定代表人 | 在业 陈华 念关联企业 10 | | 登记状态 | | 2025-07-17 | 成立日期 | | | | 2000万元 | | 注册资本 | | | 实缴资本 | | | 组织机构代码 | MAEQH02J-7 320214001004452 | | 工商注册号 | 纳税人识别号 | 91320214MAEQH | | | | 企业家和 | 有限责任公司(自然人投资或控股的 法人独资) | | 营业期限 | | | 2025-07-17 至 无固定期限 纳税人资质 | | | 人员规模 | | | 参保人数 | | ...

Overview of Business Performance - The company reported total revenue of 496 million yuan for the first half of 2025, a year-on-year decrease of 6.02% [1] - The net profit attributable to shareholders was 8.95 million yuan, down 90.17% year-on-year [1] - The net profit after deducting non-recurring items was 4.21 million yuan, a decline of 95.4% year-on-year [1] - In Q2 alone, total revenue was 279 million yuan, a decrease of 13.22% year-on-year [1] - The net profit for Q2 was 18.32 million yuan, down 76.21% year-on-year [1] Financial Indicators Analysis - Total selling, administrative, and financial expenses amounted to 119 million yuan, accounting for 23.91% of revenue, an increase of 16.35% year-on-year [2] Cash Flow and Asset Status - The current ratio is only 0.7, indicating increased short-term debt repayment pressure [3] Business Composition Analysis - The delay in subsidy verification for renewable energy projects has led to an increase in accounts receivable and corresponding credit impairment losses, which rose by 48.41 million yuan compared to the previous year [4] - Maintenance of the Tianzhong DC transmission project resulted in 13 days of power outage, significantly increasing the project's curtailment rate and causing a revenue decline of 42.97 million yuan, with a gross margin decrease of 6.32% [4] Key Financial Metrics - Gross margin was 49.07%, down 10.98% year-on-year [6] - Net margin was 1.75%, a decrease of 89.84% year-on-year [6] - Earnings per share were 0.01 yuan, down 90.0% year-on-year [6] - Operating cash flow per share was 0.16 yuan, an increase of 25.58% year-on-year [6] - Cash and cash equivalents amounted to 455 million yuan, up 37.94% year-on-year [6] - Accounts receivable reached 2.189 billion yuan, an increase of 11.58% year-on-year [6] - Interest-bearing debt totaled 11.634 billion yuan, up 59.76% year-on-year [6] Cash Flow Status - Cash and cash equivalents to total assets ratio is only 2.71%, and cash to current liabilities ratio is 15.26%, indicating a need for attention to cash flow [7] - The interest-bearing debt ratio has reached 57.97%, with interest-bearing debt to average operating cash flow ratio at 17.45%, highlighting debt concerns [7] - Accounts receivable to profit ratio has reached 4363.02%, necessitating attention to accounts receivable recovery [7]

企查查APP显示，近日，河南中豫格林牧光新能源有限公司成立，法定代表人为魏学文，注册资本为3000万元，经营范围包含：风力发电技术服务；太阳能 发电技术服务；储能技术服务；发电业务、输电业务、供（配）电业务等。企查查股权穿透显示，该公司由河南中豫格林新能源有限公司、牧原股份 （002714）旗下河南牧原新能源产业发展有限公司共同持股。 | 硫造有元川的菌 V传奇 全国企业信用查询? | 河南中豫格林牧光新能源有限公司 | | 8 查一下 | | 企业中心 U | | --- | --- | --- | --- | --- | --- | | 基本信息 14 | 法律诉讼 | 经营风险 | 经营信息 企业发展 | | 知识产权 F | | . 工商信息 | | | | | | | 工商信息 历史工商信息 | | | | 目 文字介绍 | 品 工商官网快照▶ 网 营出 | | 统一社会信用代码 | 91410100MAER6HJ820 | 企业名称 | 河南中豫格林牧光新能源有限公司 | | | | 法定代表人 | 魏学文 | 登记状态 | 存续(在营、开业、在册) | 成立日期 | 2025-07-31 | | ...

| | 感想是还出时候看看看 全国企业值用查询系 | 重庆虹佳新能源科技有限公司 | 0 道一下 | | ■ 成用 ▼ | 企业中心 0 10 | 8 SVIP 合流居务 | | --- | --- | --- | --- | --- | --- | --- | --- | | 基本信息7 | 法律诉讼 | 经营风险 | 经营信息 | 企业发展 | 知识产权 | | 历史信息 | | 工商信息 0 | | | | | | | | | 工商信息 | 历史工具信息 | | | 日 文字介绍 | (2)工商值网快照) | 田 台田 | 《 企音音 | | 統一社会信用代码 | 91500112MAERKXY29X | 企业名称 | 量庆虹佳新能源科技有限公司 | | | | | | 法益代表人 | 胡洋 后关联企业 10 | 登记状态 | 存续(在雪,开业、在册) | | 成立目開 | 2025-07-28 | | | | | 注册资本 | 250万元 | | 性短篇社 | | | | 组织机构代码 | MAERKXY2-9 | 工南注册号 | 500112019779877 | | 烧人识别号 | 9150011 ...

Core Viewpoint - The company, L新能源, reported a significant decline in its financial performance for the first half of 2025, with a notable drop in revenue and net profit, indicating ongoing challenges in profitability and operational stability [1][3]. Financial Performance - L新能源's revenue for the first half of 2025 was 496 million, a year-on-year decrease of 6.02% [1]. - The net profit attributable to shareholders was 9 million, down 90.17% from 91 million in the same period of 2024 [1]. - Key profitability metrics, including net profit margin, gross margin, and return on equity, have all shown a continuous decline [3]. Profitability Indicators - The net profit margin plummeted from 17.17% in the previous year to 1.75% [3]. - The gross margin has decreased for three consecutive years, now standing at 49.07% [3]. - The return on equity has also declined for three consecutive years, currently at 0.31% [3]. Cash Flow and Debt - The net cash flow from operating activities was 154 million, reflecting a year-on-year increase of 25.20%, indicating relative stability in cash flow despite declining performance [5]. - The debt-to-asset ratio reached 80.83%, an increase of 8.49 percentage points year-on-year, suggesting heightened debt pressure on the company [5]. Institutional Holdings - The number of institutional investors holding L新能源 shares decreased from 40 to 10, indicating a significant drop in investor confidence [8]. - The company's market capitalization peaked at 17.911 billion on August 17, 2022, but has since fallen to 6.617 billion, requiring a 170.66% increase in stock price to return to its highest valuation [8].

Group 1 - China Shipbuilding plans to absorb and merge China Shipbuilding Industry Corporation through a share exchange, with trading suspension starting from August 13, 2025 [1] - China Shipbuilding was established in May 1998, focusing on shipbuilding (military and civilian), ship repair, marine engineering, and electromechanical equipment [1] Group 2 - SanChao New Materials intends to raise 250 million yuan through a private placement to Wuxi Boda He Yi Technology Co., with a share price of 20.04 yuan [2] - SanChao New Materials is undergoing a change in control, with Boda He Yi acquiring a total of 18.99 million shares, making it the controlling shareholder [2][3] Group 3 - Zhenyou Technology's actual controller plans to transfer 5% of the company's shares to Shenzhen Century Zhiyuan Private Equity Fund Management Co., at a price of 22.13 yuan per share, totaling 213 million yuan [4] - Zhenyou Technology was established in April 2005, focusing on the design, research, sales, and service of communication system equipment [4] Group 4 - Zhizheng Co. is set to undergo a major asset restructuring, with the Shanghai Stock Exchange scheduled to review the transaction on August 11, 2025 [5] - Zhizheng Co. was established in December 2004, specializing in high polymer materials for cables and semiconductor equipment [5] Group 5 - Shaoneng Co. reported a net profit of 95.90 million yuan for the first half of 2025, a year-on-year decrease of 42.43%, despite a revenue increase of 6.95% to 2.335 billion yuan [6] - Shaoneng Co. was established in June 1993, focusing on energy (electricity, heating, steam), ecological plant fiber products, and precision manufacturing [6] Group 6 - Lide New Energy reported a net profit of 8.95 million yuan for the first half of 2025, down 90.17%, with revenue of 496 million yuan, a decrease of 6.02% [7] - Lide New Energy was established in August 2013, focusing on investment, development, construction, and operation of wind and solar power projects [7] Group 7 - Zhongdian Environmental Protection achieved a net profit of 53.94 million yuan in the first half of 2025, a year-on-year increase of 2.87%, despite a revenue decline of 10.70% to 315 million yuan [8] - Zhongdian Environmental Protection was established in January 2001, specializing in the research, manufacturing, sales, and service of ecological environmental governance equipment [8] Group 8 - Qiaoyuan Co. has decided to terminate its intention to acquire the controlling stake in Deyang Hongchen Chemical Co. due to a lack of consensus among parties [10] - Qiaoyuan Co. was established in November 2001, focusing on the cleaning, collection, transportation, and treatment of municipal solid waste [10] Group 9 - ST Changfang plans to publicly transfer part of its assets, including the Ping Shan Changfang Industrial Park, with a starting price of 374 million yuan [12] - ST Changfang was established in May 2005, focusing on the research, design, production, and sales of LED off-grid lighting and other electronic products [12] Group 10 - He Xin Instruments reported a net loss of 17.46 million yuan for the first half of 2025, with revenue of 52.82 million yuan, down 48.88% [13] - He Xin Instruments was established in June 2004, focusing on the research, production, and sales of mass spectrometers and related technologies [13] Group 11 - Fengli Intelligent plans to raise no more than 730 million yuan through a private placement to specific investors, with funds allocated for various precision manufacturing projects [17] - Fengli Intelligent was established in April 1995, focusing on the research, production, and sales of small modulus gears and precision reducers [17] Group 12 - Tuo Jing Technology's employee stockholding platforms plan to transfer 6.99 million shares, accounting for 2.50% of the total share capital [21] - Tuo Jing Technology was established in April 2010, focusing on the research, production, and sales of high-end semiconductor thin film equipment [21] Group 13 - Tuo Jing Life plans to acquire 72.86% of Wuhan Kanglu Biological Technology Co. for 291 million yuan, with plans for further acquisitions in 2026 and 2027 [22] - Tuo Jing Life was established in November 2003, focusing on the research, production, and sales of in vitro diagnostic products [22]

| 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） | （%） | | 688469 | 芯联集 成 | -0.0200 | -17034.04 | 63.82 | 349519.78 | 21.38 | | 833751 | 惠同新 材 | 0.2700 | 2380.89 | 27.58 | 11202.57 | 8.37 | | 200468 | 宁通信 B | -0.0300 | -715.32 | 24.37 | 30631.41 | -12.23 | | 688622 | 禾信仪 器 | -0.2500 | -1745.96 | 20.86 | 5281.57 | -48.88 | | 300172 | 中电环 保 | 0.0800 | 5393.68 | 2.87 | 31527.45 | -10.70 | | 300768 | 迪普科 技 | 0.0800 | 5214.81 | 0.17 | 5506 ...

业绩方面，社保基金持有个股中，半年报净利润同比增长的有12家，净利润增幅最高的是鼎通科技，公 司上半年共实现净利润1.15亿元，同比增幅为134.06%，净利润同比增幅居前的还有汇嘉时代、藏格矿 业等，净利润分别增长62.64%、38.80%。 财报季，社保基金持股动向曝光！二季度末社保基金共现身14只个股前十大流通股东榜，新进4只，增 持5只。 证券时报·数据宝统计显示，社保基金最新出现在14只个股前十大流通股东名单中，合计持股量1.75亿 股，期末持股市值合计42.37亿元。持股变动显示，不变1只，减持4只，新进4只，增持5只。 社保基金重仓股中，从前十大流通股东名单中社保基金家数来看，社保基金家数最多的是苏试试验，共 有3家社保基金出现在前十大流通股东名单中，即社保基金六零二组合、社保基金六零一组合、社保基 金五零二组合，分别位列公司第五大、第七大、第十大流通股东，持股量合计为1486.20万股，占流通 股比例为2.94%。 从持股比例看，社保基金持有比例最多的是立新能源，持股量占流通股比例为3.20%，其次是苏试试 验，社保基金持股比例为2.94%，持股比例居前的还有东方雨虹、海信家电、艾德生物等。持 ...