证券代码：002537 证券简称：海联金汇 公告编号：2025-059 海联金汇科技股份有限公司 关于与专业投资机构共同投资的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、对外投资概述 为充分借助专业投资机构的力量及资源优势，进一步推动海联金汇科技股份 有限公司（以下简称"公司"或"本公司"）智能制造产业的长期布局和稳健发 展，2023年12月28日，公司与北京智科资产管理有限公司、海德威科技集团（青 岛）有限公司等合伙人签署了合伙协议，拟共同投资设立新余智科碳氢新动能创 业投资基金合伙企业（有限合伙）（以下简称"合伙企业"或"基金"），重点投资 新能源（含氢能）、新材料及汽车电子相关行业的优质企业等。合伙企业拟认缴 出资额为人民币9,210万元，其中公司作为有限合伙人拟以自有资金认缴出资人 民币2,000万元。2023年12月29日，合伙企业已取得新余市渝水区行政审批局颁 发的营业执照。详见公司于2023年12月30日在《中国证券报》、《上海证券报》、 《证券时报》、《证券日报》和巨潮资讯网上披露的《关于与专业投资机构共同 投资的公告》（公告 ...

Group 1 - The automotive parts sector increased by 0.85% on September 2, with Sunny Optical Technology leading the gains [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] - Notable gainers in the automotive parts sector included Sunny Optical Technology, which rose by 21.14% to a closing price of 40.00, and other companies like Tsinghua Tongfang and Yisheng Precision, which saw increases of 17.62% and 15.01% respectively [1] Group 2 - The automotive parts sector experienced a net outflow of 1.81 billion yuan from institutional investors, while retail investors saw a net inflow of 1.977 billion yuan [2] - Major decliners included Sulian Co., which fell by 8.30% to a closing price of 42.99, and Hailian Jinhui, which dropped by 8.24% to 9.80 [2] - The trading volume for the automotive parts sector was significant, with Sunny Optical Technology achieving a transaction amount of 604 million yuan [1]

Group 1 - Several companies, including Zhongyou Capital and Zhongke Jincai, hit the limit down, indicating significant declines in their stock prices [1] - Dongxin Peace fell over 9%, while companies such as Sifang Jingchuang and Jingbeifang dropped more than 8% [1] - New Guodu, Tianrongxin, Hailian Jinhui, and Hengbao shares experienced declines exceeding 7% [1]

Group 1 - The A-share market experienced a pullback in digital currency stocks, with notable declines in several companies [1] - Zhongke Jincai approached the limit down, while Dongxin Peace, Sifang Chuangxin, and Zhongyou Capital fell over 7% [1] - Other companies such as Jingbeifang, Tianrongxin, Xinguodu, Hengbao, Lakala, Hailian Jinhui, Xiongdi Technology, Tianyang Technology, Chutianlong, Changliang Technology, and Cuiwei shares dropped over 5% [1] Group 2 - Zhongke Jincai saw a decline of 9.70%, with a total market value of 14 billion and a year-to-date increase of 125% [2] - Dongxin Peace decreased by 7.61%, with a market capitalization of 16.1 billion and a year-to-date increase of 171.82% [2] - Sifang Chuangxin fell by 7.44%, with a market value of 23.5 billion and a year-to-date increase of 172.59% [2] - Zhongyou Capital dropped by 7.42%, with a market capitalization of 153 billion and a year-to-date increase of 78.65% [2] - Jingbeifang decreased by 6.71%, with a market value of 20.5 billion and a year-to-date increase of 135.63% [2] - Tianrongxin fell by 5.82%, with a market capitalization of 12.4 billion and a year-to-date increase of 63.54% [2] - Other companies also reported declines, with varying market values and year-to-date performance [2]

Core Viewpoint - Hai Lian Jin Hui's stock price has shown significant volatility, with a year-to-date increase of 81.74%, but a recent decline in the last five trading days, indicating potential market fluctuations and investor sentiment changes [1][2]. Financial Performance - For the first half of 2025, Hai Lian Jin Hui reported a revenue of 3.382 billion yuan, a year-on-year decrease of 18.18%, while the net profit attributable to shareholders was 124 million yuan, reflecting a substantial increase of 134.75% [2]. - The company has cumulatively distributed 219 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Stock Market Activity - As of August 29, 2023, Hai Lian Jin Hui's stock was trading at 10.45 yuan per share, with a market capitalization of 12.268 billion yuan [1]. - The stock has appeared on the "龙虎榜" (a list of stocks with significant trading activity) 12 times this year, with the most recent appearance on July 7, where it recorded a net buy of 128 million yuan [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 161.01% to 181,300, while the average number of circulating shares per person decreased by 61.84% to 6,448 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and two new entrants, Southern CSI 1000 ETF and Huaxia CSI 1000 ETF [3]. Business Overview - Hai Lian Jin Hui, established in December 2004 and listed in January 2011, operates in specialized vehicles, new energy vehicles, automotive parts, and financial technology services, with smart manufacturing accounting for 76.36% of its revenue [2]. - The company is categorized under the automotive industry, specifically in automotive parts and accessories, and is involved in various concept sectors including cross-border payments and electronic payments [2].

Core Viewpoint - The financial performance of Hailian Jinhui (002537) shows a decline in total revenue but a significant increase in net profit, indicating improved profitability despite lower sales [1] Financial Performance Summary - Total revenue for the first half of 2025 was 3.382 billion yuan, a decrease of 18.18% year-on-year [1] - Net profit attributable to shareholders reached 124 million yuan, an increase of 134.75% year-on-year [1] - In Q2 2025, total revenue was 1.717 billion yuan, down 18.35% year-on-year, while net profit was 73.125 million yuan, up 3191.19% year-on-year [1] - Gross margin increased by 4.89% to 14.38%, and net margin rose by 224.23% to 3.62% [1] - Total expenses (selling, administrative, and financial) amounted to 233 million yuan, accounting for 6.89% of revenue, an increase of 14.3% year-on-year [1] - Earnings per share increased by 120% to 0.11 yuan, while operating cash flow per share decreased by 94.45% to 0.01 yuan [1] Financial Changes Explanation - Cash and cash equivalents increased by 30% due to an increase in short-term borrowings [3] - Fixed assets decreased by 7.85% due to depreciation and disposal of subsidiary properties [3] - Short-term borrowings increased by 87.6% due to increased bill discounting [3] - Financial expenses rose by 47.69% due to reduced interest income [3] - Net cash flow from operating activities decreased by 94.45% due to reduced cash receipts from sales [3] Cash Flow and Debt Analysis - Net increase in cash and cash equivalents rose by 144.18% due to reduced purchases of bank wealth management products and share buybacks in the previous year [4] - The company's return on invested capital (ROIC) was 1.06%, indicating weak capital returns [4] - The company has a cash flow ratio of 48.59% and a debt ratio of 21.83%, suggesting potential liquidity concerns [6]

金融界2025年8月27日消息，国家知识产权局信息显示，青岛理工大学、青岛海联金汇汽车零部件有限 公司取得一项名为"一种汽车后底板焊接生产线及方法"的专利，授权公告号CN118438090B，申请日期 为2024年05月。 ...

公司最新毛利率为14.38%，较上季度毛利率增加1.47个百分点，较去年同期毛利率增加0.67个百分点，实现2年连续上涨。最新ROE为2.98%，较去年同期 ROE增加1.68个百分点。 公司摊薄每股收益为0.11元，较去年同报告期摊薄每股收益增加0.06元，实现2年连续上涨，同比较去年同期上涨120.00%。 公司最新总资产周转率为0.39次，在已披露的同业公司中排名第33。最新存货周转率为3.12次，在已披露的同业公司中排名第16。 2025年8月27日，海联金汇(002537.SZ)发布2025年中报。 公司营业总收入为33.82亿元，在已披露的同业公司中排名第21。归母净利润为1.24亿元，在已披露的同业公司中排名第37，较去年同报告期归母净利润增加 7104.31万元，实现2年连续上涨，同比较去年同期上涨134.75%。经营活动现金净流入为661.17万元。 公司最新资产负债率为54.20%，较去年同期资产负债率减少0.84个百分点。 公司股东户数为18.13万户，前十大股东持股数量为4.40亿股，占总股本比例为37.49%。 ...

Company Overview - The company is engaged in the automotive parts business, which includes steel procurement and processing, mold design and production, and assembly of body and interior structural components [8][9] - The company has established a strong market position and competitive advantage in the automotive supply chain, consistently ranking among the top automotive suppliers in China [13] Industry Development - In the first half of 2025, China's automotive production and sales reached 15.62 million and 15.65 million units, respectively, marking a year-on-year increase of 12.45% and 11.43% [6] - New energy vehicles (NEVs) accounted for 44.3% of total new car sales, with production and sales of NEVs growing by 41.4% and 40.3% year-on-year [6] - The automotive parts industry is benefiting from the overall growth of the automotive sector, driven by technological innovation and consumer promotion policies [6][7] Business Model - The company adopts a "production-based procurement" model, maintaining stable relationships with major steel manufacturers and adjusting procurement based on market trends [12] - The production model is "order-based," with nearly 40 factories across the country serving as primary suppliers to automotive manufacturers [12][13] Key Products and Innovations - The company has developed several key products, including the CCB dashboard beam and aluminum alloy crash beams, which have gained recognition in the industry [10][11] - The company’s dashboard beam product has a market share of approximately 20% in its segment, showcasing its leading position [10] Financial Performance - The company reported a total asset impairment provision of 17.77 million yuan for the second quarter of 2025, reflecting a cautious approach to financial reporting [45][49] - The impairment provision is expected to reduce the net profit attributable to shareholders by approximately 13.84 million yuan for the same period [49][50]

证券日报网讯 8月26日晚间，海联金汇发布公告称，公司第五届监事会第二十五次会议审议通过了《关 于2025年第二季度计提资产减值准备的议案》等。 （文章来源：证券日报） ...