2025上半年，艾德生物的营业收入为5.79亿元，同比增长6.69%；归母净利润为1.89亿元，同比增长 31.41%；扣非后归母净利润为1.85亿元，同比增长39.97%。 业绩变化原因是公司持续专注肿瘤基因检测，聚焦药物伴随诊断，依托强大的生信算法，布局试剂、软 件及配套仪器，并提供专业的检测服务及药物临床研究服务。以药物伴随诊断为核心，公司构建了从上 游样本处理/核酸提取到下游自动报告及数据管理系统的肿瘤精准检测整体解决方案。截至目前，公司 自主研发并在国内获批32种肿瘤基因检测产品，是行业内产品种类齐全的领先企业。同时，公司旗下设 有三家独立的第三方医学检验机构，凭借公司的科研实力，实验室能够根据不同项目的特点和需求，精 准选择最优的技术平台进行LDT（实验室自建检测方法）产品设计与开发，充分满足药企和科研机构多 样化的检测需求。 2024年，艾德生物的营业收入为11.09亿元，同比增长6.27%；归母净利润为2.55亿元，同比减少 2.53%；扣非后归母净利润为2.33亿元，同比减少2.45%。 瑞财经 李誉7月29日，艾德生物（002560.SZ）发布2025半年度报告，净利大增。 郑立谋，现任艾 ...

Core Insights - Tongda Co., Ltd. has significantly increased its profitability due to strong competitiveness in ultra-high voltage cable products, reporting a revenue of 3.618 billion yuan for the first half of 2025, a year-on-year increase of 37.28%, and a net profit of 61.8733 million yuan, up 68.24% [1][2] Business Performance - The company's core business segments continue to show growth, with new orders for the wire and cable business increasing by 80.17% year-on-year [2][3] - The wire and cable segment achieved a revenue growth of 35.49%, while the precision processing and assembly of aircraft components grew by 43.51% [3] - The company aims to achieve an annual revenue of over 10 billion yuan and a total tax and profit of 1 billion yuan in 2025 [4] Export and Global Expansion - Tongda Co., Ltd. has expanded its global footprint, exporting wire and cable products to over 100 countries and regions since 2009, with export revenue of 261 million yuan in the first half of 2025, a year-on-year increase of 62.12% [5][6] Research and Development - The company emphasizes research and innovation as a core driver of development, increasing R&D investment by 25.37% to 94 million yuan in the first half of 2025, and has been granted 95 patents, including 10 invention patents [6][7] - Tongda Co., Ltd. is focused on enhancing its market competitiveness through technological innovation and product upgrades in the power cable market [7]

Revenue and Profit Growth - The company reported a total revenue of 3.618 billion yuan for the first half of 2025, an increase of 37.28% year-on-year [1] - The net profit attributable to shareholders reached 61.8733 million yuan, up 68.24% year-on-year [1] - The net profit excluding non-recurring items was 60.4544 million yuan, reflecting an increase of 89.08% year-on-year [1] - In Q2 alone, total revenue was 2.144 billion yuan, a year-on-year increase of 35.89% [1] - The net profit for Q2 was 45.9064 million yuan, showing a significant rise of 106.37% year-on-year [1] Main Business Performance - Revenue from the wire and cable business was 1.655 billion yuan, accounting for 45.74% of total revenue, with a gross margin of 12.64% [2] - Revenue from ultra-high voltage and high voltage engineering cables was 950 million yuan, making up 26.26% of total revenue, with a gross margin of 11.96% [2] - Revenue from aluminum plate and strip products was 1.397 billion yuan, representing 38.62% of total revenue, but with a low gross margin of 1.74% [2] - Mechanical processing products had the highest gross margin at 34.68%, although their revenue contribution was only 2.71% [2] Cash Flow and Accounts Receivable Risks - The company reported a negative operating cash flow of -0.76 yuan per share, a decline of 47.26% year-on-year [4] - The accounts receivable amount was significantly high, with accounts receivable accounting for 7601.79% of the latest annual net profit, indicating potential management risks [4] Debt Situation - The company had interest-bearing liabilities of 1.635 billion yuan, a decrease of 3.79% year-on-year [5] - The interest-bearing asset-liability ratio stood at 32.73%, raising concerns about the company's debt repayment capacity [5] Summary - The company achieved significant revenue and profit growth in the first half of 2025, particularly in the wire and cable and ultra-high voltage engineering cable sectors [6] - However, challenges remain regarding cash flow and accounts receivable management, necessitating improved financial management for sustainable development [6]

Summary of Key Points Core Viewpoint - As of July 28, 22 companies have released their semi-annual reports for 2025, with 17 reporting year-on-year profit growth and 15 showing revenue growth, indicating a positive trend in the market despite some companies facing declines in profits and revenues [1][2]. Group 1: Profit and Revenue Performance - 17 companies reported a year-on-year increase in net profit, while 5 experienced a decline [1]. - 15 companies saw a year-on-year increase in operating revenue, with 7 reporting a decrease [1]. - Companies with simultaneous growth in both net profit and operating revenue include 13 firms, such as Zhimingda [1]. - Companies with declines in both metrics include 3 firms, such as Zhongyan Chemical [1]. Group 2: Notable Performers - Zhimingda reported the highest profit growth rate at 2147.93%, with a net profit of 38.30 million and operating revenue of 294.76 million [1]. - Other notable companies with significant profit growth include: - Tongzhou Electronics: 662.77% increase in net profit [1]. - Wohua Pharmaceutical: 303.16% increase in net profit [1]. - Shentong Technology: 111.09% increase in net profit [1]. - Companies with a profit decline include: - Yaxiang Group: -32.20% in net profit [2]. - Haitong Development: -64.14% in net profit [2]. - Zhongyan Chemical: -88.04% in net profit [2]. Group 3: Revenue Changes - Zhimingda also reported an 84.83% increase in operating revenue [1]. - Tongzhou Electronics experienced a 606.52% increase in operating revenue [1]. - Companies with revenue declines include: - Yaxiang Group: -40.95% in operating revenue [2]. - Zhongyan Chemical: -5.76% in operating revenue [2].

Core Viewpoint - Henan Tong-Da Cable Co., Ltd. reported a significant increase in revenue and net profit for the first half of 2025, driven by strong demand in its core business segments, particularly in high-voltage cable production and aerospace component processing. Company Overview and Financial Indicators - The company’s stock code is 002560, and it is listed on the Shenzhen Stock Exchange [2] - The total assets at the end of the reporting period were approximately 5.01 billion yuan, a decrease of 1% from the previous year [2] - The net profit attributable to shareholders was approximately 60.45 million yuan, representing an increase of 89.08% year-on-year [2] Business Performance - The company achieved an operating revenue of approximately 3.62 billion yuan, a year-on-year increase of 37.28% [2][3] - The cable business revenue grew by 35.49%, while the aerospace component processing business saw a growth of 43.51% [3] - New orders for the cable business increased by 80.17%, with significant growth in orders from state-owned enterprises and overseas markets [3][4] Main Business Segments - The primary business segments include the production and sale of cables, precision machining of aircraft components, and aluminum composite materials [3][4] - The cable products are categorized into four main types: high-voltage cables, power cables, new energy cables, and high-end application cables [3][4] - The company has established itself as a leading supplier in the ultra-high voltage cable market in China [3][4] Competitive Advantages - The company emphasizes technological research and innovation, maintaining a strong focus on quality control and production management [8][9] - The introduction of advanced production lines has improved efficiency and reduced costs, particularly in the aerospace component processing segment [8][10] - The company has a stable management team with extensive industry experience, contributing to its strategic planning and operational effectiveness [8][9] Financial Performance Analysis - The operating costs increased by 38.62% due to higher sales volume, while the gross profit margin slightly decreased [15][16] - Research and development expenses rose by 25.37%, reflecting the company's commitment to innovation [15] - The net cash flow from operating activities was negative, primarily due to increased procurement expenditures [15] Market Position and Client Base - The company serves major clients such as the State Grid, Southern Power Grid, and China Railway, establishing a strong brand reputation in the industry [11][12] - The products are widely used in significant national projects, including high-speed rail and renewable energy initiatives [14][15]

Group 1 - The sixth meeting of the supervisory board of Henan Tongda Cable Co., Ltd. was held on July 24, 2025, with all three supervisors present, confirming compliance with relevant laws and regulations [1] - The supervisory board approved the company's 2025 semi-annual report, stating that the report accurately reflects the company's actual situation without any false records or misleading statements [1] - The supervisory board also reviewed the special report on the storage and use of raised funds, confirming that the company has disclosed the information in a timely and accurate manner, and that there are no violations regarding the use of raised funds [2]

上市公司 2025 半年度非经营性资金占用及其他关联资金往来情况汇总表 编制单位：河南通达电缆股份有限公司 单位：人民币万元 | | | | | | 2025 年度占 | 2025 年度 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 资金占用方名 | 占用方与上市 公司的关联关 | 上市公司 | 2025 年期 初占用资 | 用累计发生 金额 | 占用资金 | 2025 年度偿 还累计发生 | 2025 年期 末占用资金 | 占用形成 | | | 非经营性资金占用 | 称 | | 核算的会计科目 | | | 的利息 | | | 原因 | 占用性质 | | | | 系 | | 金余额 | （不含利 | （如有） | 金额 | 余额 | | | | | | | | | 息） | | | | | | | 控股股东、实际控制人 | | | | | | | | | | | | 及其附属企业 | | | | | | | | | | | | 前控股股东、实际控制 | | | | | | | | | | | ...

河南通达电缆股份有限公司 2025 年半年度财务报告 河南通达电缆股份有限公司 2025 年半年度财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：河南通达电缆股份有限公司 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 697,499,371.33 | 1,185,562,367.34 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | | | | 衍生金融资产 | 4,627,682.57 | | | 应收票据 | 29,422,267.44 | 37,188,235.20 | | 应收账款 | 1,937,906,530.06 | 1,871,907,191.17 | | 应收款项融资 | 19,781,446.32 | 22,073,471.34 | | 预付款项 | 70,943,622.05 | 10,765,309.94 | | 应收保费 | | | | 应收分保账款 ...

河南通达电缆股份有限公司 募集资金存放与使用情况的专项报告 河南通达电缆股份有限公司关于 2025 年半年度 募集资金存放与使用情况的专项报告 一、募集资金基本情况 经中国证券监督管理委员会证监许可[2020]1626 号核准，本公司委托主承销商国泰海通证 券股份有限公司(以下简称"国泰海通")非公开发行人民币普通股（A 股）不超过 133,156,830 股（每股面值 1 元），实际发行 74,906,367 股，发行价格为每股 8.01 元，共募集资金人民币 599,999,999.67 元。扣除承销、保荐等费用 10,288,111.86 元后，实际募集资金净额为人民 币 589,711,887.81 元。上述募集资金已经大信会计师事务所（特殊普通合伙）验证，并由其 出具大信验字[2020]第 4-00033 号《验资报告》。 2025 年上半年度，公司已使用募集资金 6,557,322.40 元（其中含募集资金专户累计产生的 利息及理财收益、扣减手续费净额等）。截至 2025 年 6 月 30 日，公司累计已使用募集资金投 入项目 464,952,039.73 元（其中含募集资金专户累计产生的利息及理 ...

本公司及监事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 一、监事会会议召开情况 河南通达电缆股份有限公司（以下简称"公司"）第六届监事会第八次会议 于 2025 年 7 月 14 日以电子邮件、微信等方式发出通知，并于 2025 年 7 月 24 日在监事会办公室以现场表决方式召开。本次会议应出席监事 3 人，实到监事 3 人。会议由监事会主席蔡晓贤女士主持。本次会议的召集、召开和表决程序符合 《公司法》和《公司章程》的有关规定。 二、监事会会议审议情况 经与会监事审议，会议形成如下决议: 1、经审议，会议以3票同意、0票反对、0票弃权的结果，通过了《关于<2025 年半年度报告及其摘要>的议案》。 证券代码：002560 证券简称：通达股份 公告编号：2025-053 河南通达电缆股份有限公司 第六届监事会第八次会议决议公告 经审核，监事会认为：公司已按相关法律法规及时、真实、准确、完整的披 露了募集资金的存放与使用情况。公司对募集资金进行了专户储存和专项使用， 不存在变相改变募集资金用途和损害股东利益的情况，不存在违规使用募集资金 的情形。 《2025年半年度募集 ...