Investment Rating - The report maintains a "Buy" rating for the company [5] Core Views - The company reported a revenue of 873 million yuan in the first half of 2025, representing a year-on-year increase of 8.02%, while the net profit attributable to shareholders decreased by 32.31% to 48 million yuan [1] - The company is actively advancing its globalization strategy, with overseas business accounting for 47.50% of total revenue, a year-on-year increase of 45.53% [3] - The company has achieved an integrated industrial layout of "glass deep processing equipment and products," positioning itself as a leader in the glass deep processing sector [3] Summary by Sections Financial Performance - In the first half of 2025, the non-metallic building materials segment generated revenue of 306 million yuan, down 10.34% year-on-year, with a gross margin of 20.38%, a decrease of 9.37 percentage points [2] - The specialized equipment segment achieved revenue of 567 million yuan, up 21.42% year-on-year, with a gross margin of 29.75%, an increase of 1.24 percentage points [2] - The company’s fourth-generation high-end glass tempering equipment has achieved two industry-firsts in smart integration, laying a solid foundation for future intelligent development [2] Global Expansion - The company’s products are sold in over 110 countries and regions, with more than 80% coverage in Belt and Road countries and regions [3] - The report highlights that the overseas market expansion has become a core driver of the company's performance growth [3] Profit Forecast and Valuation - The report forecasts the company's net profit attributable to shareholders for 2025 and 2026 to be 104 million yuan and 122 million yuan, respectively, with a new forecast for 2027 at 144 million yuan [3] - The company is positioned as a leader in the glass deep processing field, maintaining a "Buy" rating [3]

Core Viewpoint - The financial performance of North Glass Co., Ltd. (002613) for the first half of 2025 shows an increase in revenue but a significant decline in net profit, indicating potential challenges in profitability and cash flow management [1] Financial Performance Summary - Total revenue for the first half of 2025 reached 873 million yuan, a year-on-year increase of 8.02% compared to 808 million yuan in 2024 [1] - Net profit attributable to shareholders was 47.84 million yuan, down 32.31% from 70.68 million yuan in the previous year [1] - The second quarter revenue was 497 million yuan, reflecting a 23.25% increase year-on-year, while net profit for the same period was 25.32 million yuan, a decrease of 4.72% [1] - Gross margin decreased to 26.47%, down 8.83% from 29.03% in the previous year, and net margin fell to 6.13%, down 30.03% from 8.75% [1] - Total operating expenses (sales, management, and financial expenses) amounted to 111 million yuan, representing 12.73% of revenue, an increase of 16.23% year-on-year [1] - Earnings per share dropped to 0.04 yuan, a decline of 42.31% from 0.08 yuan in the previous year, while operating cash flow per share turned negative at -0.09 yuan, a decrease of 171.04% [1] Accounts Receivable and Financial Health - The company's accounts receivable is notably high, with accounts receivable amounting to 390 million yuan, which is 644.51% of the net profit for the latest annual report [2][1] - The company reported a return on invested capital (ROIC) of 2.74% for the previous year, indicating weak capital returns, with a historical median ROIC of 1.96% over the past decade [1] Fund Holdings - The largest fund holding North Glass shares is the Huaxia Panli One-Year Open Mixed A Fund, which holds 4.6242 million shares, remaining unchanged [2] - The fund's current scale is 334 million yuan, with a net value of 1.8667 as of August 29, showing an increase of 0.11% from the previous trading day and an annual increase of 85.05% [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002613 证券简称：北玻股份 公告编号：2025061 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 □是 √否 ■ 3、公司股东数量及持股情况 单位：股 ■■■ 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，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 公司是否需追溯调整或重述以前年度会计数据 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 □适用 √不适用 4、控股股东或实际控制人变更情况 控股股东报告期内变更 二、公司基本情况 1、公司简介 ■ 2、主要会计数据和财务指标 □适用 √不适用 公司报告期控股股东未发生变更。 实际 ...

Core Viewpoint - North Glass Co., Ltd. announced the approval of multiple proposals, including the "2025 Semi-Annual Report and Summary," during the second meeting of its ninth board of directors held on August 28 [2] Group 1 - The company held its second board meeting of the ninth session on August 28 [2] - The board approved the "2025 Semi-Annual Report and Summary" among other proposals [2]

Core Insights - The company reported a revenue of 873 million yuan for the first half of 2025, representing a year-on-year growth of 8.02%, with a net profit attributable to shareholders of 47.84 million yuan [1] - The overseas market has become a significant growth engine, with export revenue reaching 415 million yuan, a substantial increase of 45.53% year-on-year, accounting for 47.50% of total revenue [1] - The company holds 450 authorized patents, including 113 invention patents, and has applied for 35 new patents during the reporting period, emphasizing its commitment to technological innovation [1][2] Business Performance - The specialized equipment manufacturing sector performed strongly, achieving revenue of 567 million yuan, a year-on-year increase of 21.42%, with vacuum coating equipment emerging as a new growth point [2] - The company is advancing smart manufacturing initiatives, enhancing production efficiency and product quality stability through modular and standardized production processes [2] - The company has effectively managed supply chain operations to mitigate the impact of raw material price fluctuations, demonstrating strong cost control capabilities [2] Future Outlook - The company plans to continue focusing on technological innovation, deepen its global market presence, and advance smart factory construction to solidify its leading position in the glass deep processing equipment and high-end glass product sectors [2]

Core Viewpoint - The company reported a revenue of 873 million yuan for the first half of 2025, reflecting a year-on-year growth of 8.02%, but net profit decreased significantly by 32.31% to 47.84 million yuan [1] Financial Performance - The company's operating revenue reached 873 million yuan, marking an increase of 8.02% compared to the same period last year [1] - Net profit attributable to shareholders was 47.84 million yuan, which represents a decline of 32.31% year-on-year [1] - The net profit after excluding non-recurring gains and losses was 43.01 million yuan, down 30.69% year-on-year [1] - Basic earnings per share were reported at 0.0435 yuan [1]

| 非经营性资金占用 | 资金占用方名称 | 占用方与上市公司的 | 上市公司核算的会计 | 2025年期初占用资金 | 2025年半年度占用累 计发生金额（不含利 | 2025年度半年度占用 | 2025年半年度偿还累 | 2025年半年度期末占 | 占用形成原因 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 关联关系 | 科目 | 余额 | 息） | 资金的利息(如有） | 计发生金额 | 用资金余额 | | | | 控股股东、实际控制人及其附属企业 | | | | | | | | | | | | 小计 | | | | | | | | | | | | 前控股股东、实际控制人及其附属企业 | | | | | | | | | | | | 小计 | | | | | | | | | | | | 其他关联方及附属企业 | | | | | | | | | | | | 小计 | | | | | | | | | | | | 总计 | | | | | | | | | | | | 其它关联资金往来 | 资金 ...

洛阳北方玻璃技术股份有限公司 2025 年半年度财务报告 洛阳北方玻璃技术股份有限公司 2025 年半年度财务报告 【2025 年 8 月 29 日】 1 洛阳北方玻璃技术股份有限公司 2025 年半年度财务报告 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：洛阳北方玻璃技术股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 411,327,202.55 | 533,351,737.92 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 423,260,304.99 | 420,835,376.05 | | 衍生金融资产 | | | | 应收票据 | 8,284,878.11 | 15,302,526.48 | | 应收账款 | 389,547,096.46 | 363,672,606.86 | | 应收款项融资 | 26,827,1 ...

证券代码：002613 证券简称：北玻股份 公告编号：2025063 洛阳北方玻璃技术股份有限公司 关于募集资金 2025 年半年度存放与使用情况的专项报告 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。 根据深圳证券交易所颁布的《上市公司监管指引第2号-上市公司募集资金管理和使用的监管要求》 及《深圳证券交易所上市公司自律监管指引第1号--主板上市公司规范运作》等相关规定，洛阳北方玻 璃技术股份有限公司（以下简称"公司"或"本公司"）编制了截至2025年6月30日止募集资金半年度 存放与使用情况的专项报告。 一、 募集资金基本情况 （一）募集资金到位情况 经中国证券监督管理委员会《关于同意洛阳北方玻璃技术股份有限公司向特定对象发行股票注册 的批复》（证监许可〔2024〕270号）文批复，本公司向特定对象发行人民币普通股股票163,398,692 股，每股面值1.00元，每股发行价格3.06元，募集资金总额为499,999,997.52元。 1、以前年度已使用金额 截至2024年12月31日，募集资金投资项目支出共计170,149,517.53元：其中智能钢化 ...

证券代码：002613 证券简称：北玻股份 公告编号：2025080 洛阳北方玻璃技术股份有限公司 第九届董事会第二次会议决议公告 本公司及董事会全体成员保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈 述或重大遗漏。 一、董事会会议召开情况 1、会议通知时间和方式：会议通知于 2025 年 8 月 17 日以专人送达、电子邮件方式发出。 2、会议召开时间和方式：2025 年 8 月 27 日以现场结合通讯方式召开。 3、本次会议应出席董事 5 名，实际出席 5 名。 4、会议主持人：高学明先生。 5、列席人员：高管人员。 6、本次会议的召开符合《公司法》等法律、法规和《公司章程》的有关规定，会议决议 合法有效。 二、董事会会议审议情况 全体董事认真审议，表决通过了如下议案： 1、审议通过了《2025 年半年度报告及摘要》 表决结果：同意：5 票；反对：0 票；弃权：0 票。 本议案具体内容详见巨潮资讯网（http://www.cninfo.com.cn）和《证券时报》《上海证 券报》同期披露的《2025 年半年度报告及摘要》。 本议案具体内容详见巨潮资讯网（http://www.cninf ...