杰瑞股份2025半年报 ...

Group 1: National Grid and Electricity Demand - National Grid's electricity load reached a historical high of 1.233 billion kilowatts from August 4 to 6, an increase of 53 million kilowatts compared to last year's peak of 1.180 billion kilowatts [1] - The load is expected to remain above 1.2 billion kilowatts on August 7, with a potential decrease later in the week due to rain and cooler temperatures [1] Group 2: Gaming Laptop Market - The Chinese consumer gaming laptop market saw a year-on-year growth rate of 24.3% in Q2 2025, significantly outpacing the overall consumer PC market [1] - This growth is driven by the demand for high-performance devices from university students and core gaming enthusiasts, as well as the rapid evolution of gaming content [1] Group 3: Real Estate and Office Leasing - Adidas will establish its new Greater China headquarters in a 32,400 square meter office building in Shanghai's West Bund, expected to be completed in Q1 2026 [2] - This leasing transaction is one of the largest in Shanghai's Grade A office market in 2023 [2] Group 4: Bankruptcy and Financial Performance - Claire's, a fashion jewelry manufacturer, filed for bankruptcy protection for the second time since 2018, with estimated assets and liabilities between $1 billion and $10 billion [2] - Evergrande Real Estate Group has recently been executed for over 1.67 billion yuan, with a total of over 55.9 billion yuan in outstanding execution amounts [2] Group 5: Financial Results - Jerry Holdings reported a net profit of 1.241 billion yuan for the first half of 2025, a year-on-year increase of 14.04% [6] - Tiantan Biological's net profit for the same period was 633 million yuan, reflecting a year-on-year decrease of 12.88% [7] - Shunbo Alloy achieved a net profit of 177 million yuan, marking a significant year-on-year increase of 110.56% [8] Group 6: Market Performance - The Shanghai Composite Index rose by 0.45% with a trading volume of 1.73 trillion yuan, indicating a broad market rally with over 3,300 stocks rising [9] - PEEK material concept stocks and military stocks saw significant gains, while pharmaceutical stocks experienced a downturn [10]

Group 1 - Jerry Holdings reported a net profit of 1.241 billion yuan for the first half of 2025, an increase of 14.04% year-on-year, with total revenue reaching 6.901 billion yuan, up 39.21% year-on-year [1] - Tian Tan Biological announced a net profit of 633 million yuan for the first half of 2025, a decrease of 12.88% year-on-year, with total revenue of 3.110 billion yuan, an increase of 9.47% year-on-year [2] - Shunbo Alloy achieved a net profit of 177 million yuan for the first half of 2025, a significant increase of 110.56% year-on-year, with total revenue of 7.126 billion yuan, up 11.75% year-on-year [7] Group 2 - Dashi Intelligent signed a contract for the Jingpai Building smart project with a total contract value of 34.06 million yuan, accounting for 1.07% of the company's audited revenue for 2024 [3] - Maglev Technology plans to invest 700 million yuan to establish a research and production base for maglev compressors, aiming to optimize product structure and enhance production capacity [4] - Koweil received government subsidies totaling 5.502 million yuan, which are expected to positively impact the company's profits for 2025 [5] Group 3 - Pengding Holdings reported a consolidated revenue of 3.002 billion yuan for July 2025, an increase of 12.28% compared to the same period last year [9] - Liuyou Group repurchased 544,500 shares at a price range of 18.29 to 18.36 yuan per share, totaling approximately 9.9828 million yuan [10] - Jin Xin Nong reported a sales revenue of 96.731 million yuan from pig sales in July 2025, with a total of 79,400 pigs sold [12] Group 4 - Jiangsu Huachen plans to use up to 70 million yuan of idle raised funds for cash management, investing in safe and liquid financial products [13] - Gongtong Pharmaceutical's subsidiary intends to purchase assets from an affiliate for 16.57 million yuan to build a wastewater treatment facility [15] - Tian Shi Li appointed Wang Yimin as the vice general manager, effective immediately [16] Group 5 - Zhejiang Yongqiang established a subsidiary in Indonesia with a registered capital of 230 billion Indonesian rupiah, focusing on overseas capacity investment and international trade [18] - Wangli Security received three invention patents, enhancing its product portfolio in security locks [20] - Shennong Group reported a sales revenue of 327 million yuan from pig sales in July 2025, with an average selling price of 14.73 yuan per kilogram [21] Group 6 - Dize Pharmaceutical's product DZD8586 received fast track designation from the FDA for treating relapsed refractory chronic lymphocytic leukemia [23] - Daqin Railway reported a cargo transportation volume of 31.79 million tons in July 2025, a year-on-year increase of 5.40% [24] - Xin Hongye's subsidiary won a bid for a nuclear-grade cable procurement project worth 81.58 million yuan [26] Group 7 - Hainan Hengbo established a wholly-owned subsidiary with a registered capital of 50 million yuan, focusing on technology services and new material technology research [26] - Changhong Huayi reported a net profit of 257 million yuan for the first half of 2025, an increase of 13.42% year-on-year, with total revenue of 6.628 billion yuan [27] - Haiguang Information achieved a net profit of 1.201 billion yuan for the first half of 2025, an increase of 40.78% year-on-year, with total revenue of 5.464 billion yuan [28] Group 8 - Dongmu Co. reported a net profit of 261 million yuan for the first half of 2025, an increase of 37.61% year-on-year, with total revenue of 2.930 billion yuan [29] - Hanma Technology announced the resignation of its executive vice president due to personal reasons [30] - Guangge Technology's shareholders plan to reduce their holdings by up to 4.04% of the company's shares [31] Group 9 - *ST Energy's subsidiary won a bid for an independent energy storage project with a total bid price of 320 million yuan for design and 301 million yuan for construction [32] - Chipeng Micro plans to reduce its holdings by up to 2% of the company's shares due to personal financial needs [33] - Ancar Detection announced a change in its controlling shareholder to Silicon Technology, with stock resuming trading [35] Group 10 - Dahao Technology's vice president is temporarily unable to perform duties due to health reasons [36] - Sanjiang Shopping's cooperation agreement with Hema will not be renewed after its expiration in March 2026 [37] - Huisheng Biological reported a net profit of 117 million yuan for the first half of 2025, a year-on-year increase of 325.88% [38] Group 11 - Dongshan Precision plans to increase capital in its subsidiary by 3.5 billion USD to support high-end PCB projects [39] - Yunnan Copper's subsidiary's bankruptcy liquidation application has been accepted by the court due to resource depletion [40] - Shanghai Bank's board member and chairman's qualifications have been approved by regulatory authorities [41] Group 12 - Junwei Electronics plans to acquire 100% of Flat Electronics Co., Ltd. for 2.6 billion yen to enter the film resistor market [42] - Daodaoquan's controlling shareholder plans to increase its stake in the company by 50 million to 100 million yuan [43] - Yinglian Co.'s subsidiary signed a strategic cooperation agreement with a well-known cylindrical battery company [45] Group 13 - Debang Technology's state integrated circuit fund plans to reduce its holdings by up to 3% of the company's shares [47] - Tianyi New Materials plans to sell part of its subsidiary's assets for 51.4 million yuan to improve cash flow [49] - Rongtai Co. intends to acquire 51% of Zhongshan Aoduo for 288 million yuan [51]

杰瑞股份（SZ 002353，收盘价：40.27元）8月6日晚间发布公告称，公司第六届第二十六次董事会会议 于2025年8月6日在公司五楼会议室以现场方式召开。会议审议了《2025年半年度报告及摘要》等文件。 2025年1至6月份，杰瑞股份的营业收入构成为：油气行业占比95.24%，新能源及再生行业占比4.76%。 （文章来源：每日经济新闻） ...

Core Insights - The company, Jerry Holdings (002353.SZ), reported a significant increase in revenue and net profit for the first half of 2025, with revenue reaching 6.901 billion yuan, a year-on-year growth of 39.21% [1] - The net profit attributable to shareholders was 1.241 billion yuan, reflecting a year-on-year increase of 14.04% [1] - The company plans to distribute a cash dividend of 1.5 yuan per 10 shares (tax included) and will not increase capital through reserve fund transfers [1]

Group 1 - The core viewpoint of the article highlights the strong financial performance of Jerry Holdings, with significant year-on-year growth in revenue and net profit for the first half of 2025 [1] - The company's operating revenue for the first half of 2025 is approximately 6.901 billion yuan, representing a year-on-year increase of 39.21% [1] - The net profit attributable to shareholders is around 1.241 billion yuan, showing a year-on-year increase of 14.04% [1] - Basic earnings per share are reported at 1.22 yuan, which is a 14.02% increase compared to the previous year [1] Group 2 - As of the report, Jerry Holdings has a market capitalization of 41.2 billion yuan [2]

Group 1 - The company reported a revenue of 6.901 billion yuan for the first half of 2025, representing a year-on-year growth of 39.21% [1] - The net profit attributable to shareholders of the listed company was 1.241 billion yuan, an increase of 14.04% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 1.231 billion yuan, showing a year-on-year growth of 33.90% [1] - The basic earnings per share were 1.22 yuan [1] - The company proposed a cash dividend of 1.5 yuan (including tax) for every 10 shares to all shareholders [1]

证券代码：002353 证券简称：杰瑞股份 公告编号：2025-062 烟台杰瑞石油服务集团股份有限公司 2025年半年度募集资金存放与使用情况的专项报告 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。 截至 2025 年 6 月 30 日，公司募集资金使用金额及当前余额如下： 项目 金额（万元） 募集资金总额 250,000.00 募集资金净额 248,748.38 加：其他注1 6.52 减：募集资金累计投入 72,133.24 其中：以前年度投入 71,161.89 2025年1-6月投入 971.35 减：累计费用支出注2 1.40 加：累计利息及理财产品收益 10,721.22 减：闲置募集资金暂时补充流动资金注3 80,000.00 | 项目 | 金额（万元） | | --- | --- | | 募集资金期末余额 | 107,341.48 | | 减：闲置募集资金购买理财产品期末余额注4 | 105,200.00 | | 募集资金专项账户期末余额 | 2,141.48 | 注1：本次非公开发行发行费中的证券登记费6.52万元已由中国证券登记结算有限 ...

烟台杰瑞石油服务集团股份有限公司非经营性资金占用及其他关联资金往来情况汇总表 2025年1-6月 | 编制单位：烟台杰瑞石油服务集团股份有限公司 | 单位：人民币万元 | 占用方与上市公司 | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 资金占用方名称 | 上市公司核算的会计科目 | 期初占用资金余额 | 占用累计发生金额 | 资金占用的利息 | 偿还累计发生金额 | 期末占用资金余额 | 占用形成原因 | 占用性质 | 非经营性资金占用 | 的关联关系 | 控股股东、实际控制 | | | | | | | | | | | | 人及其附属企业 | 前控股股东、实际控 | | | | | | | | | | | | | | | | | | | | | | 制人及其附属企业 | 其他关联方及其附属 | | | | | ...

烟台杰瑞石油服务集团股份有限公司 2025 年半年度财务报告 （未经审计） 2025 年 8 月 财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：烟台杰瑞石油服务集团股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 8,024,858,216.30 | 5,923,929,571.73 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 2,503,512,357.87 | 2,549,595,506.09 | | 衍生金融资产 | | | | 应收票据 | 795,457,677.95 | 1,601,291,691.39 | | 应收账款 | 6,739,915,015.57 | 6,721,059,933.44 | | 应收款项融资 | 57,791,579.04 | 411,264,173.40 | | 预付款项 | 1,171 ...