Summary of Key Points Core Viewpoint - SiYuan Electric (002028.SZ) reported its 2025 semi-annual results, highlighting significant institutional investor activity and changes in shareholding patterns [1]. Institutional Holdings - As of August 15, 2025, 86 institutional investors disclosed holdings in SiYuan Electric A-shares, totaling 235 million shares, which represents 30.25% of the company's total share capital [1]. - The top ten institutional investors collectively hold 26.73% of the shares, with a decrease of 0.57 percentage points compared to the previous quarter [1]. Public Fund Activity - In the current period, 18 public funds increased their holdings, with a total increase rate of 0.36%, including notable funds like Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF [2]. - Conversely, 22 public funds reduced their holdings, with a decrease rate of 0.91%, including funds such as E Fund Competitive Advantage Mixed A and Zhuque Hengxin One-Year Holding [2]. - There were 22 newly disclosed public funds and 48 that were not disclosed in the current period, indicating a dynamic shift in public fund participation [2]. Social Security Fund and Foreign Investment - One social security fund, the National Social Security Fund 114 Combination, was not disclosed in the current period [2]. - Two foreign funds, including Hong Kong Central Clearing Limited and Morgan Stanley & Co. International PLC, reduced their holdings, with a decrease rate of 0.25% [2].

Core Viewpoint - Sanyuan Electric (002028.SZ) reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit compared to the previous year [1] Financial Performance - The company achieved operating revenue of 8.497 billion yuan, representing a year-on-year growth of 37.80% [1] - Net profit attributable to shareholders reached 1.293 billion yuan, marking a year-on-year increase of 45.71% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 1.236 billion yuan, reflecting a year-on-year growth of 47.04% [1] - Basic earnings per share stood at 1.66 yuan [1]

Group 1 - The meeting of the eighth supervisory board of Siyuan Electric Co., Ltd. was held on August 14, 2025, with all three supervisors present, complying with the Company Law and Articles of Association [1] - The supervisory board reviewed the 2025 semi-annual report and its summary, confirming that the procedures for preparation and review met legal and regulatory requirements, and the report accurately reflects the company's actual situation without any false records or misleading statements [1]

2024年1至12月份，思源电气的营业收入构成为：输配电及控制设备制造业占比100.0%。 （文章来源：每日经济新闻） 思源电气（SZ 002028，收盘价：87.05元）8月15日晚间发布公告称，公司第八届第二十三次董事会会 议于2025年8月14日在上海采取了现场表决的方式召开。会议审议了《2025年半年度报告》等文件。 ...

思源电气（SZ 002028，收盘价：87.05元）8月15日晚间发布半年度业绩报告称，2025年上半年营业收 入约84.97亿元，同比增加37.8%；归属于上市公司股东的净利润约12.93亿元，同比增加45.71%；基本 每股收益1.66元，同比增加44.35%。 （文章来源：每日经济新闻） ...

Core Insights - The company reported a revenue of 8.497 billion yuan for the first half of 2025, representing a year-on-year growth of 37.80% [1] - The net profit attributable to shareholders of the listed company reached 1.293 billion yuan, marking a year-on-year increase of 45.71% [1] Financial Performance - Revenue: 8.497 billion yuan, up 37.80% year-on-year [1] - Net Profit: 1.293 billion yuan, up 45.71% year-on-year [1]

人民财讯8月15日电，思源电气（002028）8月15日晚间披露2025年半年报，公司上半年实现营收84.97 亿元，同比增长37.8%；归属于上市公司股东的净利润12.93亿元，同比增长45.71%。 ...

现金流量表 | | 现金流量表 | | | | | --- | --- | --- | --- | --- | | 编制单位：思源电气股份有限公司 | 2025年1-6月 | | | 单位：（人民币）元 | | 项目 | 本期 | | 上年同期 | | | | 合并 | 母公司 | 合并 | 母公司 | | 一、经营活动产生的现金流量： | | | | | | 销售商品、提供劳务收到的现金 | 7,787,752,688.10 | 2,420,682,014.64 | 6,258,842,226.56 | 1,916,817,281.48 | | 收到的税费返还 | 228,862,949.25 | 194,472,263.77 | 129,649,786.04 | 100,398,324.01 | | 收到其他与经营活动有关的现金 | 93,187,157.41 | 35,680,447.98 | 58,176,258.84 | 14,532,714.07 | | 经营活动现金流入小计 | 8,109,802,794.76 | 2,650,834,726.39 | 6,446,668,271.44 | 2, ...

思源电气股份有限公司 2024 年半年度财务报告全文 思源电气股份有限公司 Sieyuan Electric Co., Ltd. 2025 年半年度财务报告 | 证券代码：002028 | | | | | | | --- | --- | --- | --- | --- | --- | | 证券简称：思源电气 | | | | | | | 披露时间：2025 | 年 | 月 | 日 | 8 | 16 | 思源电气股份有限公司 2025 年半年度财务报告全文 财务报告 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：思源电气股份有限公司 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 | 3,091,410,084.83 | 4,027,845,600.62 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 2,516,455,058.22 | 2,651,2 ...

思源电气股份有限公司2025年上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 公司负责人：董增平 主管会计工作的负责人：杨哲嵘 会计机构负责人：罗福丽 | 2025年度往来累 | 占用方与上市公司 | 上市公司核算的 | 2025年期初往来 | 2025年度往来资 | 2025年度偿还累 | 2025年期末往来 | 非经营性资金占用 | 资金占用方名称 | 计发生金额 | 占用形成原因 | 占用性质 | 的关联关系 | 会计科目 | 资金余额 | 金的利息(如有) | 计发生金额 | 资金余额 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | （不含利息） | 控股股东、实际控制人 | | | | | | | | | | | | | | | | | | | | | | | | | 及其附属企业 | 小 ...