| 证券代码：002158 | 证券简称：汉钟精机 | | | 公告编号：2025-022 | | --- | --- | --- | --- | --- | | 上海汉钟精机股份有限公司 | | | | | | 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。 | | | | | | 特别提示： | | | | | | 本公告所载 2025 年半年度的财务数据仅为初步核算数据， | | | | | | 已经公司内部审计部门审计， | | | | | | 未经会计师事务所审计，与 年半年度报告中披露的最终数据可能存在差异，请投资者 | 2025 | | | | | 注意投资风险。 | | | | | | 一、2025 年半年度主要财务数据（单位：元） | | | | | | 项目 | 本报告期 | | 上年同期 | 增减变动幅度（％） | | 营业总收入 | 1,488,837,616.11 | 1,834,933,350.11 | | -18.86% | | 营业利润 | 270,575,242.08 | 539,358,465.90 ...

汉钟精机：2025年半年度净利润2.57亿元，同比下降42.90% 金十数据7月25日讯，汉钟精机发布公告，2025年半年度营业收入14.89亿元，同比下降18.86%；净利润 2.57亿元，同比下降42.90%。公司营业收入下降主要原因为光伏行业处于深度调整阶段，终端需求下 滑，导致用于光伏行业的真空泵产品营业收入下滑。同时，毛利率有所下滑和台币兑美元和人民币的汇 率波动导致的汇兑损失也影响了净利润。 ...

2025 年半年度业绩快报 证券代码：002158 证券简称：汉钟精机 公告编号：2025-022 上海汉钟精机股份有限公司 2025 年半年度业绩快报 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。 特别提示： 本公告所载 2025年半年度的财务数据仅为初步核算数据，已经公司内部审计部门审计， 未经会计师事务所审计，与 2025 年半年度报告中披露的最终数据可能存在差异，请投资者 注意投资风险。 一、2025 年半年度主要财务数据（单位：元） | 项目 | 本报告期 | 上年同期 | 增减变动幅度（％） | | --- | --- | --- | --- | | 营业总收入 | 1,488,837,616.11 | 1,834,933,350.11 | -18.86% | | 营业利润 | 270,575,242.08 | 539,358,465.90 | -49.83% | | 利润总额 | 270,630,180.43 | 538,885,510.34 | -49.78% | | 归属于上市公司股东的净利润 | 257,359,767.42 | 450, ...

Group 1: Financial Performance - In 2024, the company reported a revenue of 3.674 billion CNY, a year-on-year decrease of 4.62% [2] - The net profit attributable to shareholders for 2024 was 863 million CNY, down 0.28% year-on-year [2] - Basic earnings per share for 2024 were 1.61 CNY, reflecting a decline of 0.28% [2] - The weighted average return on net assets was 21.80%, a decrease of 4.01% year-on-year [2] - In Q1 2025, revenue was 606 million CNY, down 19.09% year-on-year [2] - The net profit attributable to shareholders in Q1 2025 was 118 million CNY, a decline of 19.58% [2] - Basic earnings per share for Q1 2025 were 0.22 CNY, also down 19.58% [2] - The weighted average return on net assets for Q1 2025 was 2.75%, a decrease of 1.12% year-on-year [2] Group 2: Product Overview - The company focuses on two core segments: compressors and vacuum pumps, with compressors further divided into refrigeration and air compression products [2][3] - The refrigeration product matrix includes commercial central air conditioning compressors, refrigeration compressors, and heat pump compressors, catering to diverse customer needs [3] - The air compressor products are essential in various industries, including engineering machinery, pharmaceuticals, chemicals, and electronics, ensuring efficient production processes [3] - The company is expanding into oil-free air compressors, targeting industries with high air quality requirements, such as food and biomedicine [3] - The vacuum products are primarily used in the photovoltaic and semiconductor industries, with plans to expand into lithium batteries, pharmaceuticals, and other sectors [3] - The company has begun small-scale supply of vacuum products to domestic chip manufacturers, indicating potential growth in the semiconductor sector [3]

Investment Rating - The industry investment rating is maintained as "Buy" [2] Core Views - The June PMI for the machinery industry has rebounded to 49.7%, indicating a recovery in general equipment and engineering machinery sectors [4][6] - Despite a decline in domestic engineering machinery operations, exports are experiencing rapid growth, with a year-on-year increase of 8.8% in May [5][6] - The overall demand for machinery equipment is expected to improve in the second half of the year due to easing US-China trade tensions and supportive fiscal and monetary policies [6] Summary by Sections Industry Performance - Over the past 12 months, the machinery industry has shown a relative return of 19.5% and an absolute return of 35.6% [3] General Equipment - The production index and new orders index have increased to 51.0% and 50.2%, respectively, indicating expansion [4] - The overall manufacturing sector is showing resilience, with a continuous recovery in PMI for May and June [4] Engineering Machinery - The average working hours for major engineering machinery products in June were 77.2 hours, down 9.1% year-on-year [5] - The average operating rate for engineering machinery was 56.9%, a decline of 7.55 percentage points year-on-year [5] Investment Recommendations - The report suggests focusing on the engineering machinery sector, which is expected to benefit from domestic demand recovery and strong export growth [6] - Specific companies to watch include Anhui Heli, Hangcha Group, Sany Heavy Industry, XCMG, Zoomlion, and Hengli Hydraulic [6] Key Company Forecasts - The report includes earnings forecasts and ratings for key companies, with several companies rated as "Buy" [20]

Group 1: Financial Performance - In 2024, the company reported a revenue of 3.674 billion CNY, a year-on-year decrease of 4.62% [2] - The net profit attributable to shareholders for 2024 was 863 million CNY, down 0.28% year-on-year [2] - Basic earnings per share for 2024 were 1.61 CNY, also a decline of 0.28% [2] - The weighted average return on net assets was 21.80%, a decrease of 4.01% year-on-year [2] - In Q1 2025, revenue was 606 million CNY, down 19.09% year-on-year [2] - The net profit attributable to shareholders in Q1 2025 was 118 million CNY, a decline of 19.58% [2] - Basic earnings per share for Q1 2025 were 0.22 CNY, down 19.58% [2] - The weighted average return on net assets for Q1 2025 was 2.75%, a decrease of 1.12% year-on-year [2] Group 2: Product Overview - The company focuses on two core segments: compressors and vacuum pumps, with compressors further divided into refrigeration and air compression products [2][3] - The refrigeration product matrix includes commercial central air conditioning compressors, refrigeration compressors, and heat pump compressors, catering to diverse customer needs [3] - The company emphasizes technological innovation to launch energy-efficient, environmentally friendly, and health-oriented products [3] - Air compressors serve as essential equipment in various industries, including engineering machinery, pharmaceuticals, chemicals, and electronics [3] - The company is expanding into oil-free air compressor markets, targeting industries with high air quality requirements [3] - Vacuum products are primarily used in the photovoltaic and semiconductor industries, with plans to expand into lithium batteries, pharmaceuticals, and other sectors [3] - The company has begun small-scale supply of vacuum products to domestic chip manufacturers, indicating potential growth in the semiconductor sector [3]

Group 1: Financial Performance - In 2024, the company reported a revenue of 3.674 billion CNY, a year-on-year decrease of 4.62% [2] - The net profit attributable to shareholders for 2024 was 863 million CNY, down 0.28% year-on-year [2] - Basic earnings per share for 2024 were 1.61 CNY, a decline of 0.28% compared to the previous year [2] - The weighted average return on net assets was 21.80%, a decrease of 4.01% year-on-year [2] - In Q1 2025, revenue was 606 million CNY, down 19.09% year-on-year [2] - The net profit attributable to shareholders in Q1 2025 was 118 million CNY, a decrease of 19.58% year-on-year [2] - Basic earnings per share for Q1 2025 were 0.22 CNY, down 19.58% year-on-year [2] - The weighted average return on net assets for Q1 2025 was 2.75%, a decline of 1.12% year-on-year [2] Group 2: Product Overview - The company's main business is divided into two core segments: compressors and vacuum pumps [2] - Compressor products include refrigeration and air compression series, each with distinct market positioning and development potential [2] - Refrigeration products cover commercial central air conditioning compressors, frozen and refrigerated compressors, and heat pump compressors [2] - Air compressors are essential in various industries, including engineering machinery, pharmaceuticals, chemicals, electronics, and mining [3] - The company is expanding into oil-free air compressor markets, targeting industries with high air quality requirements [3] - Vacuum products are primarily used in the photovoltaic and semiconductor industries, with plans to expand into lithium batteries, pharmaceuticals, and other sectors [3] Group 3: Future Projections - The company projects a revenue of 3.301 billion CNY and a net profit of 692 million CNY for the year 2025 [3] - The demand for vacuum pumps in the photovoltaic sector remains under pressure due to market conditions [3] - Collaboration with domestic semiconductor equipment manufacturers is ongoing, although current usage levels are low and have limited impact on overall performance [3]

Group 1: Company Overview - The company HanZhong Precision Machinery reported a revenue of 3.674 billion yuan for 2024, a decrease of 4.62% year-on-year, and a net profit attributable to shareholders of 863 million yuan, down 0.28% year-on-year [1] - For the first quarter of 2025, the company expects a revenue of 606 million yuan, representing a decline of 19.09%, and a net profit of 118 million yuan, down 19.58% year-on-year [1] - The main business of HanZhong includes compressors and vacuum pumps, with applications in various sectors such as commercial air conditioning, refrigeration, engineering machinery, and semiconductor manufacturing [1] Group 2: Future Projections - The company anticipates a revenue of 3.301 billion yuan and a net profit of 692 million yuan for the year 2025 [1]

Group 1: Financial Performance - In 2024, the company reported a revenue of 3.674 billion CNY, a year-on-year decrease of 4.62% [2] - The net profit attributable to shareholders for 2024 was 863 million CNY, down 0.28% year-on-year [2] - Basic earnings per share for 2024 were 1.61 CNY, reflecting a decline of 0.28% [2] - The weighted average return on net assets was 21.80%, a decrease of 4.01% year-on-year [2] - In Q1 2025, revenue was 606 million CNY, down 19.09% year-on-year [2] - The net profit attributable to shareholders in Q1 2025 was 118 million CNY, a decline of 19.58% [2] - Basic earnings per share for Q1 2025 were 0.22 CNY, also down 19.58% [2] - The weighted average return on net assets for Q1 2025 was 2.75%, a decrease of 1.12% year-on-year [2] Group 2: Product Overview - The company's main business is divided into two core segments: compressors and vacuum pumps [2][3] - Compressor products include refrigeration and air compression series, each with distinct market positioning and development potential [2][3] - Refrigeration products serve commercial central air conditioning, food cold chain, and heating applications [2][3] - Air compressors are essential in various industries, including engineering machinery, pharmaceuticals, and electronics [3] - The company is expanding into oil-free air compressor markets, targeting industries with high air quality requirements [3] - Vacuum products are primarily used in the photovoltaic and semiconductor industries, with plans to expand into lithium batteries and pharmaceuticals [3] Group 3: Future Projections - The company projects a revenue of 3.301 billion CNY and a net profit of 692 million CNY for the year 2025 [3] - The demand for vacuum pumps in the photovoltaic sector remains under pressure due to market conditions [3] - Collaboration with domestic semiconductor equipment manufacturers is ongoing, although current usage levels are low [3]

Group 1: Financial Performance - In 2024, the company reported a revenue of 3.674 billion CNY, a decrease of 4.62% year-on-year, with a net profit attributable to shareholders of 863 million CNY, down 0.28% [2] - For Q1 2025, revenue was 606 million CNY, reflecting a year-on-year decline of 19.09%, and net profit attributable to shareholders was 118 million CNY, down 19.58% [2] - Basic earnings per share for 2024 was 1.61 CNY, a decrease of 0.28%, while for Q1 2025, it was 0.22 CNY, also down 19.58% [2] Group 2: Business Segments - The company's main business is divided into two core segments: compressors and vacuum pumps, with compressors further categorized into refrigeration and air compression products [2] - Refrigeration products include commercial central air conditioning compressors, freezing and refrigeration compressors, and heat pump compressors, serving diverse customer needs in temperature control [2] - Air compressors are essential in various industries, including engineering machinery, pharmaceuticals, chemicals, electronics, and mining, with a focus on expanding the market for oil-free compressors [3] Group 3: Market Outlook - The company anticipates a revenue of 3.301 billion CNY and a net profit of 692 million CNY for the fiscal year 2025 [3] - The demand for vacuum products is influenced by the photovoltaic industry, with ongoing collaborations with domestic semiconductor equipment manufacturers for new process testing [3]