金融界消息 截至2025年8月25日收盘，赫美集团（002356）报收于3.29元，下跌0.6%，换手率1.83%， 成交量23.99万手，成交金额7890.98万元。 资金流向方面，今日主力资金净流出1287.16万元，占比成交额16.31%。其中，超大单净流出587.79万 元、占成交额7.45%，大单净流出699.37万元、占成交额8.86%，中单净流出流入294.06万元、占成交额 3.73%，小单净流入993.10万元、占成交额12.59%。 赫美集团最新一期业绩显示，截至2025中报，公司营业总收入3.17亿元、同比增长375.31%，归属净利 润1000.04万元，同比增长53.93%，扣非净利润2141.19万元，同比增长0.43%，流动比率2.605、速动比 率2.419、资产负债率26.90%。 天眼查商业履历信息显示，深圳赫美集团股份有限公司，成立于1994年，位于深圳市，是一家以从事仪 器仪表制造业为主的企业。企业注册资本131125.4521万人民币，实缴资本22438.6125万人民币。公司法 定代表人为许明。 通过天眼查大数据分析，深圳赫美集团股份有限公司共对外投资了11家企业， ...

Group 1 - The core point of the article is that Hemei Group (002356) confirmed on August 20 that Shanxi Pengfei Group Co., Ltd. is an associated party of the company [1]

证券之星消息，8月19日一般零售板块较上一交易日上涨1.05%，南宁百货领涨。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。一般零售板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600712 | 南宁自货 | 7.38 | 7.11% | 80.25万 | | 5.95亿 | | 600857 | 宁波中百 | 13.61 | 4.45% | 6.89万 | | 9061.23万 | | 601086 | 国芳集团 | 11.10 | 4.32% | 40.54万 | | 4.42 乙 | | 000501 | 武商集团 | 12.56 | 3.97% | 1 95.48万 | | 11.69亿 | | 603101 | 汇嘉时代 | 8.60 | 3.61% | 38.72万 | | 3.27亿 | | 601010 | 文峰股份 | 2.71 | 3.44% | 84.47万 | | 2.26亿 | ...

Core Viewpoint - Hemei Group (002356) reported significant revenue growth and a reduction in losses for the first half of 2025, driven by the addition of a new energy sector business [1][3]. Financial Performance - Total revenue for the first half of 2025 reached 317 million yuan, a year-on-year increase of 375.31% compared to 66.79 million yuan in the same period of 2024 [1]. - The net profit attributable to shareholders was -10 million yuan, showing a 53.93% improvement from -21.71 million yuan in the previous year [1]. - In Q2 2025, total revenue was 146 million yuan, up 387.44% year-on-year, while the net profit attributable to shareholders was -4.37 million yuan, an increase of 72.96% from the previous year [1]. Cost and Profitability Metrics - Gross margin decreased to 13.13%, down 68.31% year-on-year, while net margin improved to -3.5%, a 90.15% increase from -35.55% in the previous year [1]. - Total selling, administrative, and financial expenses amounted to 57.91 million yuan, accounting for 18.24% of revenue, a significant decrease of 72.58% year-on-year [1]. Cash Flow and Assets - Operating cash flow per share was 0.03 yuan, a substantial increase of 428.14% year-on-year, indicating improved cash generation [1]. - The company’s cash and cash equivalents decreased by 15.50% to 348 million yuan, while accounts receivable increased by 104.86% to 40.76 million yuan [1][3]. Business Developments - The increase in revenue and costs is attributed to the new energy sector business, which has significantly impacted the company's financials [3]. - The company has seen a notable increase in cash flow due to improved sales collections and a reduction in accounts receivable [3]. Historical Context - The company has a poor historical return on invested capital (ROIC), with a median of -9.33% over the past decade, indicating low profitability [4]. - The company has reported losses in six out of fourteen annual reports since its listing, suggesting a challenging financial history [4].

Core Insights - The company reported a total revenue of 317 million yuan for the first half of 2025, with a net profit attributable to shareholders of -10 million yuan [1] - The operating cash flow showed a net inflow of approximately 39 million yuan [1] Financial Performance - The latest debt-to-asset ratio is 26.90%, which is an increase of 4.00 percentage points from the previous quarter and an increase of 0.27 percentage points from the same period last year [3] - The latest gross profit margin is 13.13%, down by 0.52 percentage points from the previous quarter and down by 28.31 percentage points year-on-year [3] - The return on equity (ROE) stands at -1.79% [3] - The diluted earnings per share (EPS) is -0.01 yuan [3] - The total asset turnover ratio is 0.37 times, while the inventory turnover ratio is 5.44 times [3] Shareholder Structure - The number of shareholders is 23,200, with the top ten shareholders holding a total of 624 million shares, accounting for 47.59% of the total share capital [3] - The top shareholders include: 1. Hainan Shidai Rongguang Industrial Investment Partnership (Limited Partnership) - 17.1% 2. Beijing Yuancheng Asset Management Co., Ltd. - 5.00% 3. Beijing Scorpius Asset Management Co., Ltd. - 5.00% 4. Chi Yi - 4.66% 5. Jilin Huancheng Rural Commercial Bank Co., Ltd. - 4.41% 6. Xiaoyi City Fuyuan Jinlai Heating Source Co., Ltd. - 3.47% 7. Shenzhen Hemei Group Co., Ltd. Bankruptcy Asset Disposal Special Account - 2.29% 8. Shengjing Bank Co., Ltd. - 2.10% 9. Wang Yuzui - 1.90% 10. Hanqiao Machinery Factory Co., Ltd. - 1.64% [3]

2025年8月15日，赫美集团(002356.SZ)发布2025年半年度报告。截至2025年8月14日，共有8个机构投资 者披露持有赫美集团A股股份，合计持股量达5.38亿股，占赫美集团总股本的41.03%。其中，机构投资 者包括海南时代榕光实业投资合伙企业(有限合伙)、北京元程序资产管理有限公司-元程序赋元私募证券 投资基金、北京天蝎座资产管理有限公司-天蝎座36号私募证券投资基金、吉林环城农村商业银行股份 有限公司、孝义市富源金来热源有限公司、深圳赫美集团股份有限公司破产企业财产处置专用账户、盛 京银行股份有限公司、汉桥机器厂有限公司，机构投资者合计持股比例达41.03%。保持未变。 ...

| 深圳赫美集团股份有限公司 2025 | | 年半年度报告摘要 | | | | | --- | --- | --- | --- | --- | --- | | 证券代码：002356 证券简称：赫美集团 公告编号：2025-028 | | | | | | | 深圳赫美集团股份有限公司 | | | | | | | 深圳赫美集团股份有限公司 | | | | | 2025 | | 年半年度报告摘要 | | | | | | | 一、重要提示 | | | | | | | 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 | | | | | | | 资者应当到证监 | | | | | | | 会指定媒体仔细阅读半年度报告全文。 | | | | | | | 所有董事均已出席了审议本报告的董事会会议。 | | | | | | | 非标准审计意见提示 | | | | | | | □适用 ?不适用 | | | | | | | 董事会审议的报告期利润分配预案或公积金转增股本预案 | | | | | | | □适用 ?不适用 | | | | | | | 公司计划不派发现金红利，不送红股，不 ...

经过全体董事的审议，本次会议通过签字表决方式审议并通过以下决议： 一、 会议以 9 票赞成，0 票反对，0 票弃权，审议通过了《关于 2025 年半 年度报告全文及摘要的议案》。 《2025 年半年度报告》全文详见深圳证券交易所网站及公司指定信息披露 媒体巨潮资讯网：http://www.cninfo.com.cn。 《2025 年半年度报告摘要》详见深圳证券交易所网站及公司指定信息披露 媒体《证券时报》和巨潮资讯网：http://www.cninfo.com.cn。 深圳赫美集团股份有限公司 第六届董事会第二十六次会议决议的公告 证券代码：002356 证券简称：赫美集团 公告编号：2025-026 深圳赫美集团股份有限公司 第六届董事会第二十六次会议决议的公告 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。 深圳赫美集团股份有限公司（ 以下简称"公司"）第六届董事会第二十六次 会议于 2025 年 8 月 4 日以通讯方式发出会议通知，会议于 2025 年 8 月 13 日上 午 10:00 在深圳市南山区中心路 3008 号深圳湾 1 号 T7 座 22 ...

本公司及监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。 深圳赫美集团股份有限公司（以下简称"公司"）第六届监事会第十四次会 议于 2025 年 8 月 4 日以通讯方式发出会议通知，会议于 2025 年 8 月 13 日上午 会议应到监事 3 人，实到 3 人，会议由监事会主席张宏涛先生主持，符合《公司 法》、《公司章程》相关规定。 经过全体监事的审议，本次会议通过书面表决方式审议并通过以下决议： 深圳赫美集团股份有限公司 第六届监事会第十四次会议决议的公告 证券代码：002356 证券简称：赫美集团 公告编号：2025-027 深圳赫美集团股份有限公司 第六届监事会第十四次会议决议的公告 一、 会议以 3 票赞成，0 票反对，0 票弃权，审议通过了《关于 2025 年半 年度报告全文及摘要的议案》。 监事会发表如下审核意见："经审核，监事会认为董事会编制和审核深圳赫 美集团股份有限公司《2025 年半年度报告》的程序符合法律、行政法规和中国证 监会的规定，报告内容真实、准确、完整地反映了上市公司的实际情况，不存在 任何虚假记载、误导性陈述或者重大遗漏。" 公司《20 ...

Core Viewpoint - The company, Hemei Group, announced the approval of its 2025 semi-annual report by the sixth board of directors during the 26th meeting [2] Group 1 - The board meeting was held on August 14, where the full text and summary of the 2025 semi-annual report were reviewed and approved [2]