每经AI快讯，有投资者在投资者互动平台提问：请问公司有液冷接头相关的产品吗？ 江海股份（002484.SZ）8月29日在投资者互动平台表示，目前没有。 （文章来源：每日经济新闻） ...

Core Insights - Local state-owned enterprises (SOEs) have significantly increased their participation in A-share mergers and acquisitions (M&A) in 2023, with 28 control acquisitions completed by August, representing over a fourfold increase compared to the same period in 2024 [1][5][6] - The total transaction amount for these acquisitions reached 31.195 billion RMB, a 410.38% increase year-on-year [6][7] Group 1: Transaction Overview - The 28 transactions show a notable structural change, with Anhui, Jiangsu, Zhejiang, Guangdong, and Hubei being the most active provinces [2][14] - Anhui leads with 6 transactions totaling 5.468 billion RMB, closely followed by Jiangsu with 6 transactions and 6.044 billion RMB [2][16] - The semiconductor and strategic emerging industries are the primary focus, with the electronic information sector accounting for 10.441 billion RMB, and semiconductors alone making up 28.4% of the total M&A amount [3][12] Group 2: Regional Dynamics - M&A activities are expanding beyond first- and second-tier cities, with smaller cities like Huangshan, Quzhou, and Qujing also participating in acquisitions [4][28] - Notably, county-level SOEs are also entering the M&A market, as seen with Cangnan County acquiring a stake in a medical technology company [31][33] Group 3: Industry Focus - The electronic information industry has the highest transaction volume, with 7 deals accounting for 25% of the total, followed by traditional manufacturing and chemical industries [11][12] - The semiconductor sector leads in both transaction volume and scale, with 6 deals totaling 8.866 billion RMB [12][20] Group 4: Policy and Future Outlook - Recent policies in regions like Henan and Tianjin are encouraging M&A activities, indicating a broader trend of support for local SOEs to engage in acquisitions [35][36] - The ongoing support from national financial authorities and local governments suggests that the wave of local SOE acquisitions is likely to continue, expanding both in scope and participation [37]

Market Performance - The component sector increased by 2.69% on August 29, with Jianghai Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Top Gainers - Jianghai Co., Ltd. (002484) closed at 33.31, up 10.01% with a trading volume of 1.3678 million shares [1] - Xinsen Technology (002436) also rose by 10.01% to 21.00, with a trading volume of 2.5926 million shares [1] - Other notable gainers include: - Qiaohui Fushi (300852) up 9.16% to 39.55 [1] - Dongshan Precision (002384) up 8.34% to 66.02 [1] - Huhua Electric (002463) up 7.28% to 68.79 [1] Top Losers - Fangbang Co., Ltd. (688020) saw a decline of 9.16%, closing at 68.91 [2] - Huilun Crystal (300460) decreased by 7.54% to 10.54 [2] - Other significant declines include: - Zhongfu Circuit (300814) down 6.30% to 45.10 [2] - Zecheng Electronics (837821) down 5.72% to 34.29 [2] Capital Flow - The component sector experienced a net outflow of 748 million yuan from institutional investors, while retail investors saw a net outflow of 198 million yuan [2][3] - Conversely, speculative funds recorded a net inflow of 945 million yuan [2][3] Individual Stock Capital Flow - Xinsen Technology (002436) had a net inflow of 5.71 billion yuan from institutional investors, while it faced a net outflow of 2.15 billion yuan from speculative funds [3] - Other stocks with notable capital flows include: - Shiyun Circuit (603920) with a net inflow of 3.05 billion yuan from institutional investors [3] - Huhua Electric (002463) with a net inflow of 2.40 billion yuan from institutional investors [3]

Core Insights - The A-share military industry stocks have shown strong performance, with notable increases in share prices for several companies [1] Group 1: Stock Performance - Aerospace Hongtu (航天宏图) increased by 17.97%, with a total market capitalization of 10.1 billion and a year-to-date increase of 89.85% [2] - Jiezhong Technology (捷众科技) rose by 15.01%, with a market cap of 2.307 billion and a year-to-date increase of 97.39% [2] - North Long Dragon (北方长龙) saw a 13.83% increase, with a market cap of 16.5 billion and a staggering year-to-date increase of 419.86% [2] - Tianwo Technology (天沃科技) increased by 10.06%, with a market cap of 7.893 billion and a year-to-date increase of 106.52% [2] - Jianghai Co., Ltd. (江海股份) rose by 10.01%, with a market cap of 28.3 billion and a year-to-date increase of 92.12% [2] - Other notable performers include Zhehai De Man (浙海德曼) and Xing Sen Technology (兴森科技), both showing increases of over 7% [1][2]

据证券之星公开数据整理，近期江海股份(002484)发布2025年中报。截至本报告期末，公司营业总收入 26.94亿元，同比上升13.96%，归母净利润3.58亿元，同比上升3.19%。按单季度数据看，第二季度营业 总收入15.36亿元，同比上升17.02%，第二季度归母净利润2.06亿元，同比下降1.92%。本报告期江海股 份公司应收账款体量较大，当期应收账款占最新年报归母净利润比达309.09%。 证券之星价投圈财报分析工具显示：业务评价：公司去年的ROIC为10.92%，资本回报率一般。去年的 净利率为13.73%，算上全部成本后，公司产品或服务的附加值高。从历史年报数据统计来看，公司近 10年来中位数ROIC为8.28%，中位投资回报一般，其中最惨年份2016年的ROIC为6.11%，投资回报一 般。公司历史上的财报相对良好。 财报体检工具显示：建议关注公司应收账款状况(应收账款/利润已达309.09%) 分析师工具显示：证券研究员普遍预期2025年业绩在8.09亿元，每股收益均值在0.95元。 | 基金筒称 | 基金代码 | 持有股数 | 持仓变动 | 数据来源 | | --- | --- | -- ...

江海股份 20250828 摘要 江海股份电容器业务营收 2.33 亿元，同比增长 4.96%，占比 8.65%； 超级电容器营收 1.62 亿元，同比增长 48.93%，占比 6%；材料业务营 收占比 2%，同比下降 46.87%。 锂电电容器毛利率 26.75%，略有增长；薄膜电容器毛利率 14.39%， 同比、环比均下滑；超级电容器毛利率 16.86%，同比下降，环比略有 提高；材料业务毛利率 21.53%，同比上升，受益于新疆、内蒙古等地 二期工程投产降低成本。 铝电解电容器在工控类应用占比 38.59%，新能源领域 29.3%，汽车及 充电桩 10.26%，消费类 21.85%；薄膜电容器在新能源领域占比 33.16%，汽车领域 30.8%，工控类 23.9%，消费类 12.44%；超级电 容器在智能表及相关产品应用占比 44.88%，新能源 29.8%，储能及调 频设备 25.32%。 公司预计三季度新能源市场退温，但全年仍将保持 10%-20%增长。将 拓宽机电技术降成本，通过供应链优势提高竞争力，并扩产满足全球需 求，尤其在智能表和汽车端锁死门超级电容方面，预计今年超级电容业 务量将超 1 亿 ...

Core Viewpoint - Jianghai Co., Ltd. has shown significant trading activity and financial performance, indicating strong investor interest and growth potential in the capacitor industry [1][2]. Group 1: Trading Activity - On August 27, Jianghai Co., Ltd. saw a stock price increase of 2.01% with a trading volume of 1.627 billion yuan [1]. - The company recorded a financing buy-in of 322 million yuan and a financing repayment of 225 million yuan, resulting in a net financing buy of approximately 96.91 million yuan [1]. - As of August 27, the total margin trading balance for Jianghai Co., Ltd. was 1.175 billion yuan, with the financing balance accounting for 4.93% of the circulating market value, indicating a high level of activity compared to the past year [1]. Group 2: Financial Performance - For the first half of 2025, Jianghai Co., Ltd. achieved a revenue of 2.694 billion yuan, reflecting a year-on-year growth of 13.96% [2]. - The net profit attributable to shareholders for the same period was 358 million yuan, which represents a year-on-year increase of 3.19% [2]. - The company has distributed a total of 1.212 billion yuan in dividends since its A-share listing, with 565 million yuan distributed over the past three years [2]. Group 3: Shareholder Structure - As of June 30, 2025, Jianghai Co., Ltd. had 50,400 shareholders, a decrease of 3.41% from the previous period [2]. - The average number of circulating shares per shareholder increased by 3.53% to 16,268 shares [2]. - Notable changes in institutional holdings include Hong Kong Central Clearing Limited as the fourth largest shareholder with 13.7728 million shares, a decrease of 41,200 shares from the previous period [2].

每经头条（nbdtoutiao）——世界首例基因编辑猪肺成功移植人体 对话主要参与者：距离临床应用还有 多远？ 每经AI快讯，江海股份8月28日发布半年度业绩报告称，2025年上半年营业收入约26.94亿元，同比增加 13.96%；归属于上市公司股东的净利润约3.58亿元，同比增加3.19%；基本每股收益0.4247元，同比增 加3.43%。 （记者 王瀚黎） ...

Core Insights - Jianghai Co., Ltd. (002484.SZ) reported a revenue of 2.694 billion yuan for the first half of 2025, representing a year-on-year growth of 13.96% [1] - The net profit attributable to shareholders of the listed company was 358 million yuan, an increase of 3.19% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 344 million yuan, reflecting a year-on-year growth of 8.96% [1] - Basic earnings per share were reported at 0.4247 yuan [1]

智通财经APP讯，江海股份(002484.SZ)发布2025年半年度报告，报告期内，公司实现营业收入26.94亿 元，同比增长13.96%。实现归属于上市公司股东的净利润3.58亿元，同比增长3.19%。实现归属于上市 公司股东的扣除非经常性损益的净利润3.44亿元，同比增长8.96%。基本每股收益0.4247元。 ...