资金流向方面，今日该股主力资金净流入6.27亿元，其中，特大单净流入6.24亿元，大单资金净流入 337.76万元。近5日主力资金净流入7.50亿元。（数据宝） 金财互联9月4日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 国泰海通证券股份有限公司上海静安区新闸路证券营业 部 | 9597.31 | 0.56 | | 买二 | 华泰证券股份有限公司上海武定路证券营业部 | 8557.62 | 236.31 | | 买三 | 深股通专用 | 7894.36 | 7043.69 | | 买四 | 开源证券股份有限公司西安西大街证券营业部 | 5783.99 | 49.51 | | 买五 | 华宝证券股份有限公司上海东大名路证券营业部 | 3856.12 | 8.15 | | 卖一 | 深股通专用 | 7894.36 | 7043.69 | | 卖二 | 长江证券股份有限公司杭州教工路证券营业部 | 172.12 | 5256.20 | | 卖三 | 国信证券股份有限公司深圳罗 ...

证券之星消息，9月4日专用设备板块较上一交易日下跌2.22%，凌云光领跌。当日上证指数报收于 3765.88，下跌1.25%。深证成指报收于12118.7，下跌2.83%。专用设备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) | | | --- | --- | --- | --- | --- | --- | --- | | 002530 | 金财互联 | 11.92 | 9.96% | 214.24万 | | 24.74亿 | | 870508 | 丰安股份 | 24.41 | 9.71% | 2.77万 | | 6528.26万 | | 301053 | 远信工业 | 39.00 | 7.85% | 5.34万 | | 2.01亿 | | 833284 | 灵鸽科技 | 28.94 | 6.71% | 16.81万 | | 4.85亿 | | 001288 | 运机集团 | 24.01 | 5.17% | 11.50万 | | 2.73亿 | | 300382 | 斯莱克 | 14.86 | 5.09% | 43.37万 | | 6.55亿 | | 8 ...

Core Viewpoint - The company is a leader in the domestic heat treatment industry and is divesting its tax services business to focus on its core operations. Established in 1988, it was one of the first manufacturers of specialized heat treatment equipment in China. In 2016, the company completed a major asset restructuring project, transitioning from a single heat treatment business to a dual-track development model of "internet tax services + heat treatment equipment manufacturing and services." By 2024, the company will complete the divestiture of its tax services business and fully concentrate on its heat treatment core business [1]. Industry Overview - Heat treatment is one of the four fundamental processes in the equipment manufacturing industry. It involves heating, holding, and cooling metal materials or workpieces to alter their internal structure and achieve desired properties. This process is widely used in various sectors, including automotive, motorcycle parts, machinery components (such as bearings, molds, fasteners), aerospace components, engineering machinery parts, new energy components, and machine tool components. The global heat treatment market reached a size of $105.4 billion in 2023, while the Chinese heat treatment market was approximately 113.7 billion yuan [1]. Emerging Opportunities - The rapid development of the humanoid robot industry is expected to generate new demand for heat treatment. Key components of humanoid robots, such as motors, reducers, and screws, require various heat treatment processes, including quenching, spheroidizing annealing, high-temperature aging, surface heat treatment, and stabilization heat treatment. The heat treatment equipment involved includes pit resistance furnaces, box resistance furnaces, and induction hardening machines. The growth of the humanoid robot industry is anticipated to drive a significant increase in demand for heat treatment services [2]. Company Strengths - The company has outstanding technical capabilities and has established extensive cooperative relationships with well-known clients. It is the only enterprise in the Chinese heat treatment industry to have won both the "National Manufacturing Single Champion Demonstration Enterprise" and the "National Science and Technology Progress Second Prize." With advanced manufacturing technology, a diverse product line, and a strong ability to respond quickly to customer needs, the company has built a large and high-quality customer base, including Schaeffler, NSK, SKF, and THK [2]. Financial Projections - The company is expected to achieve total revenues of 998 million yuan, 1.127 billion yuan, and 1.296 billion yuan in 2025, 2026, and 2027, respectively, with year-on-year growth rates of -21.2%, 13.0%, and 15.0%. The net profit attributable to the parent company is projected to be 91 million yuan, 127 million yuan, and 173 million yuan for the same years, with corresponding EPS of 0.12 yuan, 0.16 yuan, and 0.22 yuan. Based on the closing price on August 20, the PE ratios are expected to be 89.58, 64.54, and 47.19 times. As a leading enterprise in the heat treatment industry, the company is expected to benefit from the rising demand for heat treatment in emerging sectors like humanoid robots, leading to a "buy" rating [3].

Core Viewpoint - The A-share market is experiencing a peak in the disclosure of semi-annual reports, with several companies reporting significant profit growth, attracting high market attention [1][3]. Group 1: Company Performance Highlights - XGIMI Technology reported a revenue of 1.626 billion yuan, a year-on-year increase of 1.63%, and a net profit attributable to shareholders of 88.66 million yuan, up 2062.34% [1]. - Lingzhi Software achieved a revenue of 516 million yuan, a decrease of 3.04%, but a net profit of 112 million yuan, increasing by 1002.2% [1]. - Jincai Huitong reported a revenue of 468 million yuan, a decline of 22.30%, while net profit reached 32.81 million yuan, up 2063.57% [1]. - Guolian Minsheng announced a revenue of 4.011 billion yuan, a year-on-year increase of 269.40%, and a net profit of 1.127 billion yuan, up 1185% [2]. - Wancheng Group reported a revenue of 22.583 billion yuan, a year-on-year increase of 106.89%, and a net profit of 472 million yuan, up 50358.8% [2]. Group 2: Notable Companies with Exceptional Growth - Over 30 companies in the A-share market reported a net profit growth exceeding 10 times year-on-year [3]. - Wancheng Group had the highest net profit growth, reaching 870 million yuan, an increase of over 500 times [3]. - Among companies with net profit growth exceeding 10 times, Muyuan Foods reported a net profit of 10.79 billion yuan, Northern Rare Earth reported 1.266 billion yuan, and Guolian Minsheng reported 1.137 billion yuan [3]. Group 3: Summary of Key Financial Metrics - A table lists companies with significant net profit growth, including: - Wancheng Group: 50358.80% growth, net profit of 870 million yuan [4]. - Honghe Technology: 10587.74% growth, net profit of 8.7 million yuan [4]. - Shudao Equipment: 5972.30% growth, net profit of 1 million yuan [4]. - Jincai Huitong: 2063.57% growth, net profit of 4.3 million yuan [4]. - Guolian Minsheng: 1185.19% growth, net profit of 1.137 billion yuan [4].

Group 1 - A-share companies are reporting significant profit growth in their semi-annual reports, with several companies showing over 10 times year-on-year increase in net profit [1][3] - Among the companies reporting, XGIMI Technology achieved a revenue of 1.626 billion yuan, a 1.63% increase year-on-year, and a net profit of 88.66 million yuan, up 2062.34% [1] - Lingzhi Software reported a revenue of 516 million yuan, a 3.04% decrease year-on-year, but a net profit of 112 million yuan, increasing by 1002.2% [1] - Jincai Huilian's revenue for the first half of 2025 was 468 million yuan, down 22.30% year-on-year, while net profit reached 32.81 million yuan, up 2063.57% [1] Group 2 - Guolian Minsheng reported a revenue of 4.011 billion yuan, a 269.40% increase year-on-year, and a net profit of 1.127 billion yuan, up 1185% [2] - Wancheng Group's revenue for the first half of 2025 was 22.583 billion yuan, a 106.89% increase year-on-year, with a net profit of 472 million yuan, up 50358.8% [2] - Over 30 A-share companies have reported net profit growth exceeding 10 times year-on-year, with Wancheng Group leading at a net profit of 870 million yuan, increasing over 500 times [3] Group 3 - The table of companies shows significant year-on-year net profit growth, with Wancheng Group at 50358.80%, followed by Honghe Technology at 10587.74% and Shudao Equipment at 5972.30% [4] - Notable companies with net profits exceeding 1 billion yuan include Muyuan Foods (10.79 billion yuan), Northern Rare Earth (1.266 billion yuan), and Guolian Minsheng (1.137 billion yuan) [3][4]

Core Viewpoint - The company, Jincai Hulin Holdings Co., Ltd. (stock code: 002530), held its 14th meeting of the 6th Board of Directors, where several important resolutions were passed, including adjustments to the remuneration committee, approval of the 2025 semi-annual report, amendments to the company’s articles of association, and the convening of a temporary shareholders' meeting [1][2]. Group 1: Meeting Resolutions - Adjustment of the Remuneration Committee: Due to changes in board members, the remuneration committee was adjusted, with Xu Yueming, Zhang Zhengyong, and Yang Mo appointed as members, and Xu Yueming serving as the chairman. The voting result was 7 votes in favor, 0 against, and 0 abstentions [2]. - Approval of the 2025 Semi-Annual Report: The board confirmed that the semi-annual report was prepared in compliance with legal requirements and accurately reflected the company's situation. The report was published on August 29 in various financial publications [2]. - Amendment of the Articles of Association: The company proposed amendments to its articles of association based on relevant laws and its actual situation, which will be submitted for shareholder approval [2]. - Convening of the Second Temporary Shareholders' Meeting of 2025: The board plans to hold this meeting on September 15, 2025, to review the resolutions submitted by the board. The notice was published on August 29 [2]. Group 2: Documentation - The meeting's documentation includes signed resolutions by the attending directors and the decisions from the 4th meeting of the 2025 Audit Committee [3].

证券代码： 002530 金财互联控股股份有限公司 章 程 二零二五年八月 | 第一章 | 总 | 则 | 2 | | --- | --- | --- | --- | | 第二章 | | 经营宗旨和范围 | 3 | | 第三章 | 股 | 份 | 3 | | 第一节 | | 股份发行 | 3 | | 第二节 | | 股份增减和回购 | 4 | | 第三节 | | 股份转让 | 5 | | 第四章 | | 股东和股东大会 | 6 | | 第一节 | 股 | 东 | 6 | | 第二节 | | 股东大会的一般规定 | 7 | | 第三节 | | 股东大会的召集 | 10 | | 第四节 | | 股东大会的提案与通知 | 11 | | 第五节 | | 股东大会的召开 | 12 | | 第六节 | | 股东大会的表决和决议 | 14 | | 第五章 | | 董事会 | 17 | | 第一节 | 董 | 事 | 17 | | 第二节 | | 董事会 19 | | | 第六章 | | 总经理及其他高级管理人员 22 | | | 第七章 | | 监事会 | 23 | | 第一节 | 监 | 事 | 23 | | 第二节 | ...

金财互联控股股份有限公司 2025 年半年度财务报告 （未经审计） 股票代码：002530 股票简称：金财互联 金财互联控股股份有限公司 2025年6月30日合并资产负债表 (金额单位为人民币元) | 资 | 产 | 附注 | 2025年6月30日 | 2024年12月31日 | | --- | --- | --- | --- | --- | | 流动资产 | | | | | | 货币资金 | | 5.1 | 294,652,926.39 | 305,606,698.89 | | 交易性金融资产 | | 5.2 | 89,995,141.48 | 24,561,150.31 | | 衍生金融工具 | | | | | | 应收票据 | | 5.3 | 49,729,184.36 | 57,326,892.39 | | 应收账款 | | 5.4 | 222,899,052.73 | 235,473,756.22 | | 应收款项融资 | | 5.6 | 67,040,937.40 | 35,340,185.92 | | 预付款项 | | 5.7 | 45,185,754.25 | 17,671,358.63 | ...

证券代码：002530 公告编号：2025-042 金财互联控股股份有限公司 关于计提信用减值准备和资产减值准备及资产核销的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 金财互联控股股份有限公司（以下简称"公司"）根据外部环境的变化和公司 的相关经营现状，为了更加客观、公正地反映公司的财务状况和资产价值，根据《企 业会计准则第22号——金融工具确认和计量（2017年）》、《企业会计准则第8号— —资产减值》等相关规定，本着谨慎性原则，2025年半年度对公司应收票据、应收 账款、存货、合同资产等计提了减值准备。现将具体情况公告如下： 一、信用减值准备和资产减值准备计提概况 （一）整体情况 2025 年半年度公司计提信用减值准备和资产减值准备共计 200.38 万元，其中计 提坏账准备 244.57 万元，计提存货跌价准备 37.83 万元，计提合同资产减值准备-82.02 万元。 （二）各项资产项目计提具体情况 1、本次计提坏账准备情况说明 本次计提坏账准备 244.57 万元，其中应收票据坏账准备-39.99 万元，应收账款 坏账准备 284.56 万 ...

关于修订《公司章程》的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 金财互联控股股份有限公司（以下简称"公司"）于 2025 年 8 月 27 日召开第六 届董事会第十四次会议，审议通过了《关于修订<公司章程>的议案》，上述议案尚需 公司 2025 年第二次临时股东大会审议。 证券代码：002530 公告编号：2025-040 金财互联控股股份有限公司 依据《公司法》等相关法律法规的规定，结合公司实际，公司现拟对《公司章 程》有关条款进行修订。具体修订情况对照如下： | 修订前 | 修订后 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | - ...