江苏通润装备科技股份有限公司 2025 年半年度报告全文 江苏通润装备科技股份有限公司 2025 年半年度报告 2025 年 8 月 1 江苏通润装备科技股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的 真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别 和连带的法律责任。 公司负责人陆川、主管会计工作负责人胡雪芳及会计机构负责人（会计主 管人员）胡雪芳声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中所涉及未来计划等前瞻性陈述，均不构成公司对投资者的实质承 诺，敬请投资者及相关人士对此保持足够的风险认识，并且理解计划、预测与 承诺之间的差异。 公司在本半年度报告"第三节 管理层讨论与分析"之"十、公司面临的 风险和应对措施"，详细披露了公司可能面对的风险因素，敬请投资者关注。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | 第一节 重要提示、目录和释义 | | 2 | | --- | --- | --- | | 第二节 公司简介 ...

Group 1 - The core focus of Tongrun Equipment's liquid cooling technology development is primarily on energy storage applications, specifically ground station energy storage and industrial energy storage [2] - The expansion into other application scenarios depends on product research and development as well as customer acquisition progress [2]

Core Viewpoint - Tongrun Equipment's stock price remained stable at 12.55 yuan as of August 11, 2025, with a trading volume of 99,024 hands and a transaction amount of 124 million yuan [1] Company Overview - Tongrun Equipment operates in the photovoltaic equipment sector, focusing on inverters and energy storage devices [1] - The company's products provide comprehensive solutions for customers, with photovoltaic inverters being the core component of solar power systems, converting direct current to alternating current [1] - Energy storage devices address the intermittency and volatility issues associated with solar power generation [1] Financial Performance - On August 11, 2025, the net outflow of main funds for Tongrun Equipment was 2.1155 million yuan, accounting for 0.05% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds reached 10.6349 million yuan, representing 0.24% of the circulating market value [1]

（编辑 袁冠琳） 证券日报网讯 通润装备8月11日在互动平台回答投资者提问时表示，公司新能源板块主营逆变器、储能 设备，可为客户提供全场景的解决方案。其中，光伏逆变器作为光伏发电系统的核心部件，具备将光伏 组件产生的直流电转换为可直接接入电网或供负载使用的交流电的功能；而储能设备则像是能源系统 的"蓄水池"，能够有效解决光伏发电的间歇性和波动性问题。 ...

Group 1 - The Shanghai Composite Index closed at 3635.13 points, above the annual line, with a slight decline of 0.12% [1] - The total trading volume of A-shares reached 17363.03 billion yuan [1] - A total of 35 A-shares have surpassed the annual line today, with notable stocks including Tianshan Co., Sany Heavy Energy, and Wantong Development, showing divergence rates of 7.78%, 7.56%, and 7.37% respectively [1] Group 2 - The stocks with the highest divergence rates from the annual line include: - Tianshan Co. (10.06% increase, 1.70% turnover rate, annual line at 5.38 yuan, latest price at 5.80 yuan, divergence rate 7.78%) [1] - Sany Heavy Energy (11.05% increase, 5.83% turnover rate, annual line at 25.88 yuan, latest price at 27.84 yuan, divergence rate 7.56%) [1] - Wantong Development (9.94% increase, 7.44% turnover rate, annual line at 7.11 yuan, latest price at 7.63 yuan, divergence rate 7.37%) [1] - Other stocks with smaller divergence rates that have just crossed the annual line include: - Yonggui Electric (3.82% increase, 10.44% turnover rate, annual line at 16.62 yuan, latest price at 17.12 yuan, divergence rate 3.02%) [1] - Landun Optoelectronics (6.61% increase, 15.78% turnover rate, annual line at 26.28 yuan, latest price at 26.92 yuan, divergence rate 2.42%) [1]

Core Viewpoint - Tongrun Equipment (002150.SZ) has indicated that lithium battery energy storage systems can serve as backup power for data centers due to their efficiency, compact size, and good performance [1] Company Summary - The company's existing energy storage products are technically consistent with the lithium battery energy storage systems, but they cater to different niche markets in application [1] - Currently, the company has not entered the backup power business for data centers [1]

Group 1 - On August 4, Tongrun Equipment (002150) had a financing buy-in of 17.5375 million yuan and a financing repayment of 14.835 million yuan, resulting in a net financing buy of 2.7024 million yuan, with a financing balance of 142 million yuan [1] - Over the past three trading days, the cumulative net buy has reached 8.9467 million yuan [1] - The financing balance on August 4 accounted for 3.18% of the circulating market value [2] Group 2 - The total margin trading balance on August 4 was 142 million yuan, reflecting an increase of 1.93% from the previous day [3] - The margin trading balance has shown fluctuations over the past few days, with notable increases on August 1 and July 31, and a decrease on July 30 [3] - No short selling transactions were recorded on August 4 [2]

Group 1 - The company's stock price on August 4 was 12.50 yuan, a decrease of 1.50% from the previous trading day [1] - The trading volume for the day was 147,000 hands, with a total transaction amount of 183 million yuan [1] - The company specializes in the manufacturing of power distribution and transmission equipment, including high and low voltage switchgear and box-type substations [1] Group 2 - The company's subsidiary, Shanghai Zhengtai Power System Co., Ltd., recently received a government subsidy of 30 million yuan, with the first tranche of 20 million yuan already received [1] - This subsidy represents 13.81% of the company's most recent audited net profit and will be recorded as other income in the fiscal year 2025, expected to impact the total profit by 20 million yuan [1]

Group 1 - The company, Tongrun Equipment, announced that it does not provide guarantees to entities outside the scope of its consolidated financial statements [2] - There are no overdue external guarantees, nor any external guarantees involved in litigation or losses due to guarantee-related judgments [2]

金融界消息 截至2025年8月1日收盘，通润装备（002150）报收于12.69元，上涨5.84%，换手率8.03%， 成交量28.77万手，成交金额3.62亿元。 天眼查商业履历信息显示，江苏通润装备科技股份有限公司，成立于2002年，位于苏州市，是一家以从 事电气机械和器材制造业为主的企业。企业注册资本36323.4553万人民币，实缴资本15412.6566万人民 币。公司法定代表人为陆川。 通过天眼查大数据分析，江苏通润装备科技股份有限公司共对外投资了4家企业，参与招投标项目41 次，知识产权方面有商标信息11条，专利信息153条，此外企业还拥有行政许可18个。 来源：金融界 资金流向方面，今日主力资金净流入1494.04万元，占比成交额4.13%。其中，超大单净流入1804.27万 元、占成交额4.98%，大单净流出310.23万元、占成交额0.86%，中单净流出流出806.06万元、占成交额 2.23%，小单净流出687.98万元、占成交额1.9%。 通润装备最新一期业绩显示，截至2025一季报，公司营业总收入8.08亿元、同比增长18.01%，归属净利 润1831.46万元，同比增长19.70% ...