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 ...

（文章来源：证券时报网） 基本养老保险基金八零七组合、基本养老保险基金一五零二二组合为宏发股份第九、第七大流通股东， 合计持股量为2822.27万股，占流通股比例1.93%。基本养老保险基金八零八组合为杰瑞股份第十大流通 股东，持股量为671.79万股，占流通股比例0.97%。基本养老保险基金一二零五组合为东睦股份第六大 流通股东，持股量为626.64万股，占流通股比例1.02%。基本养老保险基金一二零四组合为海信家电第 十大流通股东，持股量为459.61万股，占流通股比例0.50%。（数据宝） 养老金持股明细 | 代码 | 简称 | 持股量（万股） | 环比（%） | 占流通股比例（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 600885 | 宏发股份 | 2822.27 | 64.93 | 1.93 | 电力设备 | | 002353 | 杰瑞股份 | 671.79 | 新进 | 0.97 | 机械设备 | | 600114 | 东睦股份 | 626.64 | 43.23 | 1.02 | 机械设备 | | 000921 | 海信家电 | 459.6 ...

2025年8月7日，杰瑞股份(002353.SZ)发布2025年中报。 公司营业总收入为69.01亿元。归母净利润为12.41亿元。经营活动现金净流入为31.44亿元。 公司摊薄每股收益为1.22元。 公司最新总资产周转率为0.19次。最新存货周转率为0.82次。 公司股东户数为2.92万户，前十大股东持股数量为5.46亿股，占总股本比例为53.37%，前十大股东持股 情况如下： | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | I | 孙伟杰 | 18.97% | | | 王坤晓 | 13.01% | | WN | 刘贞峰 | 10.68% | | 4 | 香港中央结算有限公司 | 5.58% | | 5 | 中国工商银行股份有限公司-富国天惠精选成长混合型证券投资基金(LOF) | 1.47% | | 6 | 中国农业银行股份有限公司-中证500交易型开放式指数证券投资基金 | 0.89% | | 7 | 中国人寿保险股份有限公司-传统-普通保险产品-005L-CT001沪 | 0.71% | | 8 | 吴秀武 | 0.71% | | 9 | 全国社保基金一零一组合 ...

Group 1 - Jerry Holdings (002353.SZ) released its 2025 semi-annual report on August 7, 2025, indicating that as of August 6, 2025, 89 institutional investors disclosed holding a total of 147 million A-shares, accounting for 14.35% of the total share capital [1] - The top ten institutional investors include Hong Kong Central Clearing Limited, Industrial and Commercial Bank of China - Fortune Select Growth Mixed Securities Investment Fund (LOF), Agricultural Bank of China - CSI 500 ETF, China Life Insurance - Traditional - Ordinary Insurance Product - 005L-CT001, and others, with a combined holding ratio of 11.69%, which increased by 0.50 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 19 funds increased their holdings compared to the previous period, with a holding increase ratio of 0.35%, including Southern CSI 500 ETF and others [2] - Conversely, 18 public funds decreased their holdings, also with a decrease ratio of 0.35%, including Huaxia Classic Mixed and others [2] - There were 31 newly disclosed public funds this period, including Jiashi Emerging Industry Stock and others, while 38 funds were not disclosed this period, including Jiashi Cycle Preferred Mixed and others [2] Group 3 - In the social security fund sector, there was an increase in holdings from one fund, the National Social Security Fund 101 Combination, with a slight increase in holding ratio [2] - One social security fund, the National Social Security Fund 118 Combination, was not disclosed this period [2] - In the insurance capital sector, one fund, China Life Insurance - Traditional - Ordinary Insurance Product - 005L-CT001, decreased its holdings slightly [2] Group 4 - In terms of foreign investment, one foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.55% compared to the previous period [3]

大家早上壕！ 先看海外要闻： 美股齐涨，道指收涨0.18%、纳指收涨1.21%、标普500收涨0.73%；苹果收涨5.09%、亚马逊涨4.00%、特斯拉涨3.62%、Meta Platforms涨1.12%、 谷歌A涨0.73%、英伟达涨0.65%、微软则收跌0.53%。 特朗普拟对芯片产品征100%关税，苹果等在美建厂企业可豁免；关税压力下，苹果再投1000亿美元布局美国制造。 特朗普顾问们推动临时填补美联储理事的职位空缺。 据新华社，日本质疑美国关税公告与协议不一致，要求纠正；白宫官员称，美国将对日本产品额外加征15%关税。 苹果称将与三星合作推出创新芯片制造技术，为iPhone等产品供货。 苹果公司与玻璃面板供应商康宁构建合作伙伴关系，将在KY（美国肯塔基州）生产100%的iPhone和苹果手表相关产品。 马斯克：特斯拉正在训练新的FSD模型，xAI将于下周开源Grok 2。 百亿撬动千亿！德国拟启动战略基金，投向国防和能源。 减肥药竞争激烈，诺和诺德Q2盈利未达预期，重申下调全年业绩展望。应对美国仿制药冲击，诺和诺德呼吁FDA禁止进口仿制药关键原料。 国内重大事件汇总： 今日券商策略前瞻： 光大证券表 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 注2：募集资金投入金额中不包括银行账户开户费、网银证书费、账户管理费、转账手续费等费用支 出，单独列示。 注3：公司于2024年7月12日分别召开第六届董事会第十七次会议和第六届监事会第十五次会议，审议通 过了《关于使用部分闲置募集资金暂时补充流动资金的议案》，同意公司及子公司使用不超过8亿元的 闲置募集资金暂时补充流动资金，使用期限为自公司董事会审议通过之日起12个月内。2025年4月1日， 公司提前将用于暂时补充流动资金的闲置募集资金8亿元归还至相应募集资金专用账户，实际使用期限 未超过12个月。 公司于2025年4月8日分别召开第六届董事会第二十一次会议和第六届监事会第十九次会议，审议通过了 《关于使用部分闲置募集资金暂时补充流动资金的议案》，同意公司及子公司使用不超过8亿元的闲置 募集资金暂时补充流动资金，使用期限为自公司董事会审议通过之日起12个月内。截至报告期末，公司 有8亿元的闲置募集资金用于暂时补充流动资金。 注4：公司于2024年7月12日分别召开第六届董事会第十七次会议和第六届监事会第十五次会议，审议通 过了《关于使用部分闲置募集资金进行现 ...

证券代码：002353 证券简称：杰瑞股份 公告编号：2025-059 烟台杰瑞石油服务集团股份有限公司 第六届董事会第二十六次会议决议公告 二、审议并通过《2025 年半年度募集资金存放与使用情况的专项报告》 表决情况：9 票同意，0 票反对，0 票弃权。 报告内容详见巨潮资讯网（http://www.cninfo.com.cn）。 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。 ）第六届董 事会第二十六次会议在公司五楼会议室以现场方式召开。会议通知已于 2025 年 7 月 26 日通 过专人送达、邮件方式送达给董事、监事和高级管理人员，会议应到董事 9 人，实到董事 9 人，监事、高管列席会议。会议召开符合《公司法》及《公司章程》的规定。会议由董事长 李慧涛先生召集并主持，全体董事经过审议，以记名投票方式审议通过了： 一、审议并通过《2025 年半年度报告及摘要》 表决情况：9 票同意，0 票反对，0 票弃权。 公司的董事、监事、高级管理人员保证公司 2025 年半年度报告内容真实、准确、完整， 不存在任何虚假记载、误导性陈述或重大遗漏，并签署了书面确认 ...

Core Insights - Jerry Holdings (SZ002353) reported a strong performance in the first half of 2025, with revenue and net profit both increasing, particularly driven by a 38.38% year-on-year growth in overseas revenue [2][4][5] - Despite the positive financial results, the company faces challenges in its transition to renewable energy, particularly with losses in its lithium battery projects and uncertainties in international expansion [2][6][8] Financial Performance - The company achieved a revenue of 6.901 billion yuan in the first half of 2025, a 39.21% increase from 4.957 billion yuan in the same period of 2024 [3] - High-end equipment manufacturing generated 4.224 billion yuan, accounting for 61.22% of total revenue, with a year-on-year growth of 22.42% [3] - The oil and gas engineering and technical services segment saw a significant revenue increase of 88.14%, contributing 2.069 billion yuan, driven by rising demand in both domestic and international markets [3][4] Business Segments - The natural gas-related business reported a revenue growth of 112.69%, with a 5.61% increase in gross margin, indicating strong market expansion [4] - Overseas operations generated 3.295 billion yuan, reflecting a 38.38% increase, with new orders up by 24.16%, showcasing robust growth in international markets [4][8] Renewable Energy Transition - The renewable energy and recycling segment achieved a revenue of 328 million yuan, marking a 65.74% year-on-year increase, highlighting its potential as a growth driver [6] - The company is actively pursuing a dual business strategy focusing on both oil and gas and renewable energy, having entered the lithium battery recycling sector in 2023 [6] Challenges in Renewable Energy - The lithium battery project has been a significant source of losses, with cumulative investments reaching 1.512 billion yuan and a reported loss of 248 million yuan as of the reporting period [7] - The company plans to invest approximately 2.5 billion yuan in the lithium-ion battery negative material integration project, but has faced delays due to market conditions [7] International Market Dynamics - The company has successfully expanded its overseas market presence, reducing reliance on the domestic market, but faces challenges from geopolitical tensions and varying regulations across different regions [8] - The complexity of international operations increases management costs and operational risks, which could impact future growth [8]

Mergers and Acquisitions - Ningbo Energy announced the acquisition of 60% equity in Ningbo Ningneng Investment Management Co., Ltd. for 13.2759 million yuan, resulting in 100% ownership post-transaction [1] - Huaxi Co., Ltd. plans to acquire 100% equity of Jiangyin Xiefeng Cotton and Hemp Co., Ltd. for 90 million yuan to enhance regional warehousing resources [2] - Dalian Technology intends to purchase 39% equity of its subsidiary Aimers Technology for 180 million yuan, increasing its ownership from 51% to 90% [3] Performance Disclosure - Tapa Group reported a 4.05% increase in revenue to approximately 2.056 billion yuan for the first half of 2025, with a net profit growth of 92.47% to about 435 million yuan [4] - Tiantan Biological released a report showing a 9.47% revenue increase to 3.11 billion yuan, but a 12.88% decline in net profit to 633 million yuan [5] - Jerry Shares reported a 39.21% increase in revenue to 6.901 billion yuan, with a net profit growth of 14.04% to 1.241 billion yuan [6] Shareholding Changes - Tianyang New Materials announced that Zhuhai Hengqin Caidong Fund plans to reduce its stake by up to 3%, equating to a maximum of 12.9802 million shares [7] - Yifeng Pharmacy's controlling shareholder completed a 2% stake reduction, totaling 24.2482 million shares [8] - Jiahe Meikang reported that shareholder Hongyun Jiukang has completed a 1% stake reduction, amounting to 1.3759 million shares [9] Risk Matters - Filinger reported a stock price fluctuation with a cumulative increase of 20% over three trading days, during which the president sold 8,600 shares [10] - *ST Yazhen announced a stock suspension for investigation after a 33.92% price increase, with a suspension expected to last no more than 10 trading days [11]

Financial Performance - In the first half of 2025, the company achieved operating revenue of 6.9 billion CNY, a year-on-year increase of 39.21% [3] - Net profit attributable to shareholders was 1.241 billion CNY, up 14.04% year-on-year, with a net profit of 1.231 billion CNY after excluding non-recurring gains and losses, reflecting a growth of 33.90% [3] - The company reported a significant increase in operating cash flow, reaching 3.144 billion CNY, a year-on-year growth of 196.36% [3] Order Acquisition - New orders amounted to 9.881 billion CNY, representing a year-on-year increase of 37.65% [3] - The total backlog of orders reached 12.386 billion CNY, up 34.76% year-on-year [3] Natural Gas Business - The natural gas segment saw a revenue increase of 112.69% year-on-year, with a gross margin growth of 5.61% [5] - New orders in the natural gas sector grew by 43.28% [5] International Expansion - The company operates in over 70 countries, with overseas revenue reaching 3.295 billion CNY, a year-on-year increase of 38.38% [8] - New orders from international markets grew by 24.16% [8] Middle East Market - The Middle East is a key strategic market, with significant recognition and a complete local business chain established [9] - Recent projects include the ADNOC digital well site transformation and the Mansouriya project, both progressing well [9] Cash Flow Management - The company emphasizes cash flow management, achieving a net cash flow from operating activities of 3.144 billion CNY, an increase of 2.083 billion CNY year-on-year [12]