证券之星消息，9月16日装修装饰板块较上一交易日上涨1.16%，*ST中装领涨。当日上证指数报收于 3861.87，上涨0.04%。深证成指报收于13063.97，上涨0.45%。装修装饰板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002822 | *ST中装 | 3.49 | 5.12% | 22.38万 | 7747.70万 | | 002713 | *ST东易 | 5.04 | 5.00% | 18.76万 | 9302.26万 | | 600193 | *ST创兴 | 4.44 | 4.96% | 17.50万 | 7617.16万 | | 002163 | 海南发展 | 10.41 | 3.07% | - 46.35万 | 4.75亿 | | 002081 | 金螳螂 | 3.66 | 1.95% | 40.48万 | 1.47亿 | | 300621 | 维业股份 | 9.62 | 1.91% | 4.74万 | 4528.68万 | | 603137 | ...

Group 1 - The core viewpoint of the article highlights that Hongyi Yuanfang Fund has conducted research on a listed company, Jin Tanglang (002081), which shows potential for growth through customer structure optimization and effective impairment recovery [1] - Jin Tanglang's gross profit margin benefits from structural optimization and efficiency improvements, indicating growth potential [1] - The company's public decoration business accounts for nearly 90% of its revenue, with significant growth in hotel and office space sectors [1] Group 2 - The company has seen a 29% year-on-year increase in overseas business revenue in the first half of 2025, with ongoing expansion into Southeast Asia, Central Asia, the Middle East, and Africa [1] - Urban renewal projects have been implemented as a long-term strategic focus, with multiple old renovation projects underway [1] - The cleanroom business covers high-end fields such as semiconductors and biomedicine, indicating diversification into specialized markets [1] Group 3 - The company is considering increasing its dividend payout ratio and actively seeking acquisition opportunities to cultivate a second growth curve [1] - Hongyi Yuanfang Fund, established in 2018, has an asset management scale of 555 million yuan, ranking 185 out of 210 in total public funds [1] - The fund's best-performing product in the past year is the Hongyi Yuanfang Automotive Industry Upgrade Mixed A, with a latest net value of 1.13 and a growth of 73.9% over the past year [1]

Group 1 - The company hosted a site visit for six institutions including Tianhong Fund and Yinhua Fund on September 2, 2025, to discuss various business aspects [1] - The improvement in impairment losses in the first half of the year is attributed to risk management and recovery measures, with a focus on optimizing customer structure and managing risks on a case-by-case basis [1] - The company anticipates growth in gross profit margins through structural optimization and efficiency improvements, alongside opportunities from industry landscape changes [1] Group 2 - In Q2, nearly 90% of new orders in the public decoration business were signed, with significant contributions from hotel and public space projects, each accounting for 35% of the public decoration business [1] - The company reported a 29% year-on-year increase in overseas business revenue in the first half of 2025, focusing on building a global network centered in Singapore [1] - The company is positioning urban renewal projects as a long-term strategic focus, covering various sectors including public facilities and cultural commerce [1] Group 3 - The cleanroom business has developed a full industrial chain service capability, leveraging the company's strengths in building decoration, with plans to enhance competitiveness through increased R&D [1] - The company has not disclosed specific plans for cash on hand regarding dividend increases or expansion into a second main business, emphasizing long-term sustainable development [1]

Group 1: Financial Performance - The company achieved a revenue growth of 2.49% year-on-year in the first half of 2025, with significant contributions from Zhejiang, Jiangsu, and Guangdong provinces [4] - The overseas business revenue grew by 29% year-on-year, demonstrating strong development momentum [5] - The gross profit margin improved year-on-year, with clear growth potential driven by structural optimization and efficiency enhancement [2][3] Group 2: Business Strategy and Operations - The company has implemented effective risk management and collection measures, leading to improved impairment results compared to the previous year [2] - The public decoration business accounted for nearly 90% of new orders in Q2, with hotels and public spaces each contributing 35% to the public decoration business [3] - The company is focusing on urban renewal as a long-term strategic priority, with successful projects in various high-value sectors [7] Group 3: Market Expansion and Innovation - The company is leveraging AI, BIM technology, and construction robotics to enhance cost efficiency and reduce operational costs [3] - Future plans include deepening the cleanroom market through increased R&D and technological innovation [8] - The company aims to explore investment and acquisition opportunities to foster a second growth curve, ensuring long-term sustainable development [9]

Core Viewpoint - The 11th Jin Qilin Golden Secretary Honor List was announced, highlighting the importance of the role of company secretaries in corporate governance and capital market communication [1][2] Group 1: Award Recognition - Zhu Wenwen, the company secretary of Jintanlang, received the Jin Qilin Golden Secretary Responsibility Pioneer Award for her exceptional professional capabilities and performance [1][2] - The Jin Qilin Golden Secretary selection has recognized over 900 outstanding secretaries in its eleven-year history, establishing itself as a highly regarded and influential award in the industry [1] Group 2: Role of Company Secretaries - Company secretaries serve as a critical link between listed companies and the capital market, acting as gatekeepers for corporate governance and advisors for capital strategy [1] - They are responsible for information disclosure, investor relations, and play a multifaceted role in enhancing corporate governance, ESG initiatives, and capital operations [1] Group 3: Importance of Effective Communication - An excellent company secretary can effectively convey company value in complex market environments, innovate communication methods while adhering to compliance, and demonstrate corporate responsibility during critical moments [1] - Professional, transparent, and efficient communication by company secretaries builds trust between companies, investors, regulatory bodies, and the media, laying a solid foundation for long-term sustainable development [1]

Group 1 - The core point of the article is that Suzhou Jintanglang Cultural Development Co., Ltd. has obtained a patent for an integrated installation of artistic words embedded in exhibition wall surfaces, indicating innovation in the exhibition industry [1] - The patent, titled "An Integrated Installation of Artistic Words Embedded in Exhibition Wall Surfaces," was applied for on October 2024 and has the authorization announcement number CN 223273003 U [1] - The patent includes a design featuring a back frame with multiple corresponding frames and connecting rods, which enhances the installation process of artistic words on exhibition walls [1] Group 2 - Suzhou Jintanglang Cultural Development Co., Ltd. was established in 2001 and is located in Suzhou, primarily engaged in business services [1] - The company has a registered capital of 70 million RMB and has invested in four enterprises while participating in 1,575 bidding projects [1] - The company holds 22 trademark information entries and 466 patent information entries, along with 17 administrative licenses [1]

Core Insights - The National Federation of Industry and Commerce released the lists of the top 500 private enterprises in China for 2025, with Jiangsu province having 90, 82, and 15 companies in the respective categories of overall private enterprises, manufacturing private enterprises, and service private enterprises, showing increases from the previous year [1][2]. Group 1: Jiangsu's Economic Contribution - Jiangsu's private economy contributed a value-added of 7.98 trillion yuan in 2024, accounting for 58.2% of the province's GDP, highlighting its significant role in the economy [1]. - Jiangsu ranked second nationally in the number of companies included in the 2025 top 500 private enterprises list, with 71 from southern Jiangsu, 11 from central Jiangsu, and 8 from northern Jiangsu [1]. Group 2: Company Performance - Among the top 500 private enterprises, 11 companies in Jiangsu reported revenues exceeding 100 billion yuan, an increase of one from the previous year [1]. - The total R&D investment of the listed companies reached 75.17 billion yuan, with 83,000 R&D personnel and 24,000 effective domestic invention patents, representing increases of 7.5%, 5.1%, and 32.6% respectively compared to the previous year [1]. Group 3: Tax Contributions and Employment - The total tax contribution of the listed companies amounted to 135.36 billion yuan, with 28 companies paying over 1 billion yuan in taxes annually [1]. - The total employment generated by these companies reached 1.306 million [1].

Core Insights - The article discusses the performance and future trends of the elevator industry in China, highlighting a decline in production figures for elevators, escalators, and lifts in 2025 compared to previous years [1]. Industry Overview - According to data from the National Bureau of Statistics, the production of elevators, escalators, and lifts in China for June 2025 is projected to be 137,000 units, representing a year-on-year decrease of 6.2% [1]. - For the first half of 2025, the cumulative production of these devices is reported to be 654,000 units, which reflects a cumulative decline of 6.4% [1]. Companies Mentioned - The article lists several companies involved in the elevator industry, including 康力电梯 (Kangli Elevator), 森赫股份 (Senhe Co.), 广日股份 (Guangri Co.), 上海机电 (Shanghai Mechanical & Electrical), 金螳螂 (Jin Tanglang), 快意电梯 (Kuaiji Elevator), 梅轮电梯 (Meilun Elevator), and 远大智能 (Yuan Da Intelligent) [1]. Research Report - The insights are derived from a report by 智研咨询 (Zhiyan Consulting) titled "2025-2031 China Elevator Industry Market Competition Situation and Future Trend Analysis Report," which provides a comprehensive analysis of the market dynamics and competitive landscape in the elevator sector [1].

营收及业绩企稳改善，新签订单稳定增长 金螳螂(002081) 证券研究报告 装修装饰Ⅱ / 公司点评 / 2025.08.26 | 投资评级:增持(维持) | | | --- | --- | | 基本数据 | 2025-08-25 | | 收盘价(元) | 3.62 | | 流通股本(亿股) | 26.45 | | 每股净资产(元) | 5.16 | | 总股本(亿股) | 26.55 | 最近 12 月市场表现 数据来源：wind 数据，财通证券研究所（以 2025 年 08 月 25 日收盘价计算） 相关报告 1. 《Q1 盈利同比稳定，持续加强业务优化》 2025-04-30 2. 《主业经营仍承压，经营性现金维持净流 入》 2025-04-30 3. 《经营尚在修复期，持续深耕属地市场》 2024-05-02 请阅读最后一页的重要声明！ -7% 1% 10% 19% 28% 36% 金螳螂 沪深300 分析师 毕春晖 SAC 证书编号：S0160522070001 bich@ctsec.com 联系人 陈悦明 chenym01@ctsec.com 核心观点 | 盈利预测 | | | | | | | | ...

据证券之星公开数据整理，近期金螳螂（002081）发布2025年中报。截至本报告期末，公司营业总收入 95.28亿元，同比上升2.49%，归母净利润3.58亿元，同比上升3.95%。按单季度数据看，第二季度营业 总收入47.43亿元，同比下降0.22%，第二季度归母净利润1.44亿元，同比上升1.91%。本报告期金螳螂 盈利能力上升，毛利率同比增幅0.29%，净利率同比增幅0.33%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率13.71%，同比增0.29%，净利率3.75%，同比增 0.33%，销售费用、管理费用、财务费用总计4.83亿元，三费占营收比5.07%，同比减0.06%，每股净资 产5.16元，同比增2.09%，每股经营性现金流-0.39元，同比增14.05%，每股收益0.13元，同比增3.93% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 92.97 Z | 95.28 Z | 2.49% | | 归母净利润(元) | 3.44亿 | 3.58亿 | 3.95% | | 扣非净利润(元) ...