经济观察网 2025年8月6日，塔牌集团(002233)发布2025年半年度报告，2025年上半年实现营业收入 20.56亿元，同比增长4.05%；实现净利润4.35亿元，同比增长92.47%；基本每股收益0.37元；加权平均 净资产收益率ROE为3.63%。 ...

经济观察网2025年8月6日，塔牌集团（002233）发布公告，公司拟5000万元至1亿元回购股份，回购价 格不超过10元/股。 ...

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股CFO数据报告》显示，2024年A股上市公司财务总监 CFO群体薪酬规模合计达42.70亿元，平均年薪为81.48万元。 分行业来看，A股共有66家建筑材料上市公司公开披露了CFO信息，其中14家为水泥上市公司。 就年龄结构而言，2024年水泥上市公司CFO呈高龄化特征，其平均年龄为50.07岁，50岁以上群体约占50.0%，40-50岁群体约占42.9%，30-40岁群体约占 7.1%。结合性别分析，男性CFO占据主导地位，整体约占78.6%，平均年龄为49.09岁；女性CFO约占21.4%，平均年龄约为53.67岁。 年龄最大的男性CFO为供职于天山股份的赵旭飞，现已59岁。年龄最大的女性CFO为青松建化陈霞，目前56岁。龙泉股份的财务总监方林擎年龄最小，为38 岁。 就任职期限而言，2024年水泥上市公司CFO以中长期任职为主，任职期限在3-5年的占比最高，约为42.0%；任职5-10年的CFO群体紧随其后，约占28.6 ...

Group 1 - Tianeng Heavy Industry plans to reduce its shareholding by up to 2.94%, totaling no more than 30.08 million shares [1] - Huafa Co. has received approval from the China Securities Regulatory Commission to issue convertible bonds to specific investors [1] - ST Jiaotou has been identified as the first candidate for the general contracting of a project with a total investment of 58.28 million yuan [1] Group 2 - Pizaihuang's subsidiary plans to invest 200 million yuan in a health industry investment fund with a target size of 1 billion yuan [2] - ST Weihai has been selected as a candidate for a design and construction project with a bid of 156 million yuan [4] - Kangqiang Electronics plans to reduce its shareholding by up to 1%, totaling no more than 3.75 million shares [6] Group 3 - Zongsheng Pharmaceutical's vice president plans to reduce his shareholding by up to 900,000 shares [6] - Tapai Group reported a net profit of 435 million yuan for the first half of the year, a year-on-year increase of 92.47% [7] - Tapai Group plans to repurchase shares worth between 50 million and 100 million yuan [7] Group 4 - Xinghua Co.'s subsidiary has completed annual maintenance and resumed production [8] - Huaxi Co. intends to acquire 100% equity of Xiefeng Cotton and Hemp for 90 million yuan [9] - Mind Electronics' major shareholders plan to reduce their holdings by a total of 4% [10] Group 5 - Tianhe Co.'s director plans to reduce his shareholding by up to 0.15% [11] - Longxin Zhongke's shareholders plan to transfer a total of 1.37% of the company's shares through a private transfer [12] - Kory Technology's major shareholders plan to reduce their holdings by up to 3.03% [13] Group 6 - Hehua Co. is undergoing a change in actual control, with stock resuming trading [14] - Focus Media plans to acquire 100% of New潮传媒 for 8.3 billion yuan [15] - Lionhead Co. intends to acquire 97.44% of Lipu Technology for 662 million yuan [16] Group 7 - ST Tianmao's major shareholder is planning a significant matter, leading to a temporary suspension of stock trading [18] - Lianjian Technology plans to acquire 60% of Zhongren Tongce for 21 million yuan [19]

Summary of Key Points Core Viewpoint - As of August 7, 115 companies have released their semi-annual reports for 2025, with 81 reporting a year-on-year increase in net profit, while 34 reported a decline. Additionally, 78 companies saw an increase in operating revenue, and 37 experienced a decrease. A total of 68 companies reported simultaneous growth in both net profit and operating revenue, while 24 companies saw declines in both metrics. Notably, 18 companies achieved a net profit growth rate exceeding 100%, with Zhimin Da leading at a staggering 2147.93% [1]. Company Performance - Zhimin Da (688636) reported earnings per share of 0.2284, with a net profit of 38.298 million and a year-on-year increase of 2147.93%. Its operating revenue reached 294.7564 million, reflecting an 84.83% increase [1]. - Shijia Guangzi (688313) achieved a net profit of 216.6475 million, marking a year-on-year increase of 1712.00%, with operating revenue of 992.6253 million, up 121.12% [1]. - Nanji Guang (300940) reported a net profit of 72.891 million, with a year-on-year increase of 982.43%, and operating revenue of 397.5085 million, up 244.67% [1]. - Tongzhou Electronics (002052) had a net profit of 203.0714 million, a year-on-year increase of 662.77%, with operating revenue of 539.7695 million, up 606.52% [1]. - Daodaquan (002852) reported a net profit of 180.9760 million, with a year-on-year increase of 563.15%, and operating revenue of 2792.4396 million, reflecting a slight increase of 1.16% [1]. Additional Company Insights - Huakang Jieneng (301235) reported a net profit of 18.6830 million, with a year-on-year increase of 273.48%, and operating revenue of 83.49115 million, up 50.73% [1]. - Chengxing Co. (600078) had a net profit of 18.5612 million, with a year-on-year increase of 211.08%, and operating revenue of 177.61177 million, up 9.85% [1]. - Kaimeite (002549) reported a net profit of 55.8461 million, with a year-on-year increase of 199.82%, and operating revenue of 31.03616 million, up 10.52% [1]. - Dong'an Power (600178) had a net profit of 3.9212 million, with a year-on-year increase of 157.75%, and operating revenue of 247.91147 million, up 25.72% [1]. Overall Market Trends - The overall trend indicates a strong performance among the majority of companies, with a significant number achieving substantial growth in both net profit and operating revenue, reflecting a positive outlook for the market [1][2].

今日公布半年报公司一览 证券时报·数据宝统计，8月7日共有10家公司公布2025年半年报，其中8家净利润同比增长，2家同比下 降，9家营业收入同比增长，1家同比下降，净利润和营业收入同时增长的公司有顺博合金等8家，净利 润和营业收入均下降的有峨眉山A等1家，业绩增幅翻倍的公司有1家，其中顺博合金增幅最大，达 110.56%。（数据宝） | 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） | （%） | | 002996 | 顺博合 金 | 0.2700 | 17663.48 | 110.56 | 712627.98 | 11.75 | | 002233 | 塔牌集 团 | 0.3700 | 43539.69 | 92.47 | 205624.80 | 4.05 | | 300184 | 力源信 息 | 0.0833 | 9613.04 | 65.79 | 403377.28 | 17.46 | | 688082 | 盛 ...

目前共有116家公司已经公布半年报，前十大流通股东数据透露出机构行踪。证券时报·数据宝统计显 示，社保基金共现身22只股，调仓动向方面，二季度社保基金新进8股、增持5股、减持7股，社保基金 持股量保持不变的有2股。 半年报密集披露，机构最新持仓动向曝光!二季度社保基金新进股共有8只。 社保基金新建仓股票中，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，即全国社保基金六零二组合、全国社保基金六零 一组合、全国社保基金五零二组合，分别位列公司第5大、第7大、第10大流通股东，持股量合计为 1486.20万股，占流通股比例为2.94%。 （文章来源：证券时报网） 业绩方面，社保基金新进股中，半年报净利润同比增长的有7家，净利润增幅最高的是塔牌集团，公司 半年报共实现净利润43539.69万元，同比增幅为92.47%，净利润同比增幅居前的还有思维列控、中触媒 等，净利润分别增长59.76%、31.52%。（数据宝） 社保基金新进股一览 | 证券代码 | 证券简称 | 社保基金家数 | 社保基金持股量（万股） | 占流通股比例（%） | 行业 | | ...

塔牌集团2025半年报 ...

2025年8月7日，塔牌集团(002233.SZ)发布2025年中报。 公司摊薄每股收益为0.37元，较去年同报告期摊薄每股收益增加0.18元，同比较去年同期上涨94.74%。 公司最新总资产周转率为0.15次，较去年同期总资产周转率增加0.01次，同比较去年同期上涨3.62%。最新存货周转率为2.68次，较去年同期存货周转率增加 0.49次，同比较去年同期上涨22.36%。 公司股东户数为4.26万户，前十大股东持股数量为5.74亿股，占总股本比例为48.12%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | 1 | 钟列传 | 16.6. | | 彭倩 2 | | 9.56 | | 3 | 徐永寿 | 7.86 | | 4 | 张能勇 | 5.85 | | 5 | 广东塔牌集团股份有限公司-第四期员工持股计划 | 1.95 | | 6 | 广东塔牌集团股份有限公司-第三期员工持股计划 | 1.73 | | 7 | 广东塔牌集团股份有限公司-第二期员工持股计划 | 1.59 | | 8 | 香港中央结算有限公司 | 1.17 | | g | 全国社 ...

2025年8月7日，塔牌集团(002233.SZ)发布2025年半年度报告。截至2025年8月06日，共有26个机构投资 者披露持有塔牌集团A股股份，合计持股量达1.12亿股，占塔牌集团总股本的9.41%。其中，前十大机 构投资者包括广东塔牌集团股份有限公司-第四期员工持股计划、广东塔牌集团股份有限公司-第三期员 工持股计划、广东塔牌集团股份有限公司-第二期员工持股计划、香港中央结算有限公司、全国社保基 金一一三组合、中国工商银行股份有限公司-富国中证红利指数增强型证券投资基金、大成创新成长混 合(LOF)A、中欧盈选稳健6个月持有混合发起(FOF)A、嘉实致安3个月定期债券、大成中小盘混合 (LOF)A，前十大机构投资者合计持股比例达9.19%。相较于上一季度，前十大机构持股比例合计下跌了 0.28个百分点。 公募基金方面，本期较上一期持股增加的公募基金共计9个，主要包括大成ESG责任投资混合发起式 A、中欧预见养老目标2045三年持有混合发起(FOF)A、中欧预见养老2040三年持有混合发起(FOF)、中 欧颐享平衡养老目标三年持有混合发起(FOF)A、中欧预见平衡养老三年持有混合发起(FOF)A等，持股 ...