公司发布的半年报数据显示，上半年公司共实现营业收入20.39亿元，同比下降3.51%，实现净利润1.23 亿元，同比增长13.01%，基本每股收益为0.1526元，加权平均净资产收益率4.13%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 英威腾9月2日披露，截至8月31日公司股东户数为92435户，较上期（8月20日）减少10331户，环比降幅 为10.05%。 证券时报·数据宝统计，截至发稿，英威腾收盘价为9.31元，下跌2.51%，本期筹码集中以来股价累计下 跌9.17%。具体到各交易日，2次上涨，7次下跌。 融资融券数据显示，该股最新（9月1日）两融余额为4.88亿元，其中，融资余额为4.88亿元，本期筹码 集中以来融资余额合计减少2096.06万元，降幅为4.12%。 ...

截至8月20日，英威腾股东户数10.28万，较上期增加23.17%；人均流通股7140股，较上期减少18.81%。 2025年1月-6月，英威腾实现营业收入20.39亿元，同比减少3.51%；归母净利润1.23亿元，同比增长 13.01%。 分红方面，英威腾A股上市后累计派现5.69亿元。近三年，累计派现1.44亿元。 机构持仓方面，截止2025年6月30日，英威腾十大流通股东中，香港中央结算有限公司位居第五大流通 股东，持股694.87万股，相比上期减少1679.37万股。 8月29日，英威腾盘中下跌2.03%，截至13:46，报9.63元/股，成交2.68亿元，换手率3.77%，总市值78.34 亿元。 资金流向方面，主力资金净流出1720.02万元，特大单买入458.62万元，占比1.71%，卖出1601.64万元， 占比5.97%；大单买入5594.81万元，占比20.86%，卖出6171.81万元，占比23.01%。 英威腾今年以来股价涨29.07%，近5个交易日跌1.93%，近20日涨16.59%，近60日涨25.70%。 资料显示，深圳市英威腾电气股份有限公司位于广东省深圳市光明区马田街道松白路 ...

深圳邮轮产业联盟由29家初始成员企业发起，赤道基金和招商蛇口（001979）邮轮母港联合担任联席理 事长单位，英威腾（002334）、华南建材、灏鹏科技、新加坡国际邮轮等9家企业担任副理事长单位， 华光船务、锐深科技（000021）、意大利船级社、卧龙电气、挪威乌斯坦（中国）等18家企业为成员单 位。首批联盟成员业务领域覆盖邮轮设计建造、维修、运营、科技、金融等领域，构建了较为完整的邮 轮生态链。 深圳邮轮产业联盟的成立，标志着深圳邮轮产业进入协同发展新阶段。依托深圳邮轮产业联盟，能更高 效地推动邮轮产业与金融、科技、文旅等产业深度融合，加强区域协同合作，促进国际航线在深布局， 助力研发邮轮产业新技术、新产品及创新解决方案，推动邮轮产业智能化、绿色化发展，提升深圳企业 在邮轮产业中的竞争力。 将促进国际航线在深布局 【深圳商报讯】（记者 苑伟斌）8月24日，深圳邮轮产业联盟成立大会在深圳国际邮轮母港举行。 此次大会的主题为"邮梦深圳，链通全球"，旨在充分发挥深圳作为粤港澳大湾区核心引擎的区位优势与 创新活力，进一步汇聚邮轮产业链优质资源，凝聚发展合力，加快推动深圳邮轮产业和邮轮旅游高质量 发展。 ...

分红方面，英威腾A股上市后累计派现5.69亿元。近三年，累计派现1.44亿元。 机构持仓方面，截止2025年6月30日，英威腾十大流通股东中，香港中央结算有限公司位居第五大流通 股东，持股694.87万股，相比上期减少1679.37万股。 资料显示，深圳市英威腾电气股份有限公司位于广东省深圳市光明区马田街道松白路英威腾光明科技大 厦，成立日期2002年4月15日，上市日期2010年1月13日，公司主营业务涉及主要从事中低压变频器研 发、制造和销售。主营业务收入构成为：变频器类56.52%，数据中心类16.08%，电驱及车载电源类 13.13%，其他10.16%，逆变器类4.11%。 英威腾所属申万行业为：机械设备-自动化设备-工控设备。所属概念板块包括：逆变器、快充概念、透 明工厂、机器人概念、液冷概念等。 截至8月20日，英威腾股东户数10.28万，较上期增加23.17%；人均流通股7140股，较上期减少18.81%。 2025年1月-6月，英威腾实现营业收入20.39亿元，同比减少3.51%；归母净利润1.23亿元，同比增长 13.01%。 8月27日，英威腾盘中上涨2.04%，截至10:16，报10.0 ...

Group 1: Business Strategy and Market Position - The company is focusing on enhancing customer engagement, improving management efficiency, and elevating operational quality in 2023 [2] - The company acknowledges the impact of macroeconomic conditions, industry policies, and market sentiment on stock prices, which are not solely tied to performance [2] - The company aims to optimize its market value management through improved operational quality and performance [2] Group 2: Product Development and Innovation - The company has a complete liquid cooling solution, including cabinets and distribution units, but has not yet achieved large-scale orders [2] - The company is actively pursuing product development in industrial automation, network energy, new energy vehicles, and photovoltaic storage [3] - The company has not yet received certification from mainstream computing power manufacturers for its liquid cooling products [2] Group 3: Challenges and Strategic Changes - The company is addressing internal challenges such as growth stagnation, management efficiency loss, and weakened development drivers [4] - The company recognizes the need for both internal growth and external mergers and acquisitions, emphasizing a cautious approach to the latter [4] - The company has initiated systematic reforms to enhance business focus, product quality, and management efficiency [4] Group 4: Market Performance - The industrial automation business has shown year-on-year growth in both domestic and overseas markets, with overseas growth outpacing domestic [4] - The company is currently experiencing a decline in performance for 2024, prompting a focus on management reforms to solidify operational foundations [4]

Group 1: Company Research - ZhongAn Online continues to lead the domestic internet property insurance sector, with expected profit growth driven by R&D investments, raising net profit forecasts for 2025-2027 to 0.82/0.85/0.97 billion RMB [2] - Jiufeng Energy's net profit forecasts for 2025-2027 have been slightly lowered to 1.732/1.978/2.245 billion RMB due to a decline in the natural gas industry's outlook, maintaining a "buy" rating [3] - Tongfei Co. anticipates a new growth phase driven by increased demand for liquid cooling in data centers, with net profit forecasts for 2025-2027 set at 0.33/0.45/0.60 billion RMB [4] - Fuyao Glass reported better-than-expected performance in 1H25, with net profit forecasts raised to approximately 10.14/11.97/13.94 billion RMB for 2025-2027, maintaining a "buy" rating [5] - Invt's net profit forecasts for 2025-2027 are set at 0.319/0.386/0.445 billion RMB, benefiting from the AIDC industry's growth, maintaining a "hold" rating [6] - Xinlitai's net profit forecasts for 2025-2027 are maintained at 0.708/0.822/0.979 billion RMB, focusing on cardiovascular drugs and innovation [9] - Thinker Education's net profit forecasts for 2025-2027 have been reduced to 0.159/0.209/0.271 billion RMB due to new campus investments impacting short-term profits, maintaining a "hold" rating [10] - China Resources Beer achieved revenue of 23.942 billion RMB in 1H25, with net profit rising by 23% to 5.789 billion RMB, raising profit forecasts for 2025-2027 to 5.887/5.968/6.334 billion RMB [11] - Xilinmen's net profit forecasts for 2025-2027 are raised to 0.46/0.51/0.57 billion RMB, driven by retail transformation and product innovation [12] Group 2: Industry Insights - The natural gas industry is experiencing a downturn, impacting Jiufeng Energy's sales growth expectations [3] - The demand for liquid cooling technology in data centers is increasing, indicating a shift towards greener solutions in high-performance computing [4] - The automotive glass and aluminum trim sectors are benefiting from industry-wide smart technology advancements, enhancing Fuyao Glass's profitability [5] - The beer market is seeing a rise in both volume and price, with high-end products performing particularly well amid adjustments in the liquor sector [11]

Investment Rating - The report maintains a "Buy" rating for the company, with an expected profit growth benefiting from the AIDC industry development [3][5]. Core Insights - In H1 2025, the company achieved operating revenue of 2.039 billion yuan, a year-on-year decrease of 3.51%, while net profit attributable to shareholders increased by 13.01% to 123 million yuan [1]. - The company's industrial automation business showed steady growth, with revenue of 1.357 billion yuan in H1 2025, up 6.69% year-on-year, despite declines in other segments such as network energy and photovoltaic storage [2]. - The net profit margin improved significantly in Q2 2025, reaching 7.17%, an increase of 3.89 percentage points from the previous quarter, primarily due to a reduction in expense ratios [3]. Summary by Sections Financial Performance - In Q2 2025, the company reported operating revenue of 1.199 billion yuan, a year-on-year increase of 2.99%, and a net profit of 88 million yuan, up 43.27% year-on-year [1]. - The company’s net profit margin for H1 2025 was 5.57%, an increase of 1.38 percentage points year-on-year [3]. Business Segments - The industrial automation segment is the strongest performer, while network energy, photovoltaic storage, and new energy vehicle segments experienced revenue declines but improved gross margins [2]. Profit Forecast and Valuation - The profit forecast for 2025-2027 has been revised upwards, with expected net profits of 319 million yuan, 386 million yuan, and 445 million yuan respectively, reflecting increases of 10%, 13%, and 12% [3][4]. - The corresponding P/E ratios are projected to be 26, 22, and 19 for the years 2025, 2026, and 2027 [4].

Core Viewpoint - The rare earth permanent magnet sector in the A-share market has experienced a significant pullback, with multiple companies facing substantial declines in their stock prices [1] Group 1: Market Performance - Jintian Co. has hit the daily limit down, while Beikong Technology is nearing the limit down, indicating severe market pressure [1] - Dongfang Zirconium has dropped over 7%, with Ashi Chuang and Sanchuan Wisdom both falling over 6% [1] - Other companies such as Keheng Co., Longmag Technology, Youyan Powder Materials, and Yingweideng have also seen declines exceeding 4% [1] Group 2: Company Specifics - Jintian Co. reported a decline of 9.97% with a total market capitalization of 22.6 billion [2] - Beikong Technology saw a decrease of 9.81%, with a market cap of 4.783 billion [2] - Dongfang Zirconium experienced a drop of 7.59%, with a market value of 10.5 billion [2] - Ashi Chuang's stock fell by 6.59%, with a market cap of 7.01 billion [2] - Sanchuan Wisdom decreased by 6.12%, with a market capitalization of 7.343 billion [2] - Keheng Co. dropped by 5.99%, with a market cap of 5.024 billion [2] - Longmag Technology fell by 4.89%, with a market value of 7.269 billion [2] - Youyan Powder Materials decreased by 4.44%, with a market cap of 5.181 billion [2] - Yingweideng saw a decline of 4.00%, with a market capitalization of 8.005 billion [2] - Zhenghai Magnetic Materials and Benlang New Materials both dropped by 3.29% and 3.11% respectively, with market caps of 15 billion and 3.741 billion [2]

据证券之星公开数据整理，近期英威腾（002334）发布2025年中报。截至本报告期末，公司营业总收入 20.39亿元，同比下降3.51%，归母净利润1.23亿元，同比上升13.01%。按单季度数据看，第二季度营业 总收入11.99亿元，同比上升2.99%，第二季度归母净利润8818.35万元，同比上升43.27%。本报告期英 威腾盈利能力上升，毛利率同比增幅3.07%，净利率同比增幅32.77%。 本次财报公布的各项数据指标表现一般。其中，毛利率32.3%，同比增8.47%，净利率5.57%，同比增 32.77%，销售费用、管理费用、财务费用总计3.19亿元，三费占营收比15.64%，同比增13.93%，每股净 资产3.66元，同比增7.54%，每股经营性现金流0.11元，同比增6224.73%，每股收益0.15元，同比增 12.79% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 21.13亿 | 20.39亿 | -3.51% | | 归母浄利润（元） | 1.09亿 | 1.23亿 | 13.01% | ...

北矿科技涨超8%，金力永磁、三川智慧、科恒股份、英威腾、中科磁业、大地熊、英思特跟涨。 (本文来自第一财经) ...