证券代码：002647 证券简称：*ST仁东 公告编号：2025-095 2、公司将持续关注该事项的进展情况，严格按照有关法律法规及规范性文 件的要求及时履行信息披露义务。 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。 仁东控股股份有限公司（以下简称"公司"）于2025年8月27日在指定信息 披露媒体《中国证券报》《上海证券报》《证券时报》《证券日报》和巨潮资讯 网（www.cninfo.com.cn）披露了《关于拍卖处置低效资产的提示性公告》（公 告编号：2025-091）。根据《中华人民共和国企业破产法》《仁东控股股份有限 公司重整计划》相关规定，公司于2025年9月3日10时至2025年9月4日10时止在京 东拍卖破产强清平台（网址：https://auction.jd.com/bankrupt.html）对合并 报表范围内的相关低效资产进行第八次拍卖，拍卖标的为公司持有的北京海淀科 技金融资本控股集团股份有限公司3.0236%股权、公司全资子公司共青城仁东投 资管理有限公司持有的上海蔚洁信息科技服务有限公司12.2298%股权及公司全 资孙公司民盛金 ...

Core Viewpoint - *ST Rendo (002647) reported a significant decline in total revenue for the first half of 2025, while achieving a remarkable increase in net profit compared to the previous year [1] Financial Performance - Total revenue for the first half of 2025 was 405 million yuan, a decrease of 39.66% year-on-year [1] - Net profit attributable to shareholders reached 347 million yuan, an increase of 406.0% year-on-year [1] - In Q2 2025, total revenue was 203 million yuan, down 31.94% year-on-year, with a net profit of -138 million yuan, a decline of 64.27% year-on-year [1] Profitability Metrics - Gross margin improved to 31.11%, reflecting a year-on-year increase of 42.2% [1] - Net margin reached 86.27%, showing a substantial year-on-year increase of 613.81% [1] - Total selling, administrative, and financial expenses amounted to 99.06 million yuan, accounting for 24.46% of revenue, with a slight increase of 0.15% year-on-year [1] Key Financial Ratios - Earnings per share (EPS) was 0.38 yuan, a year-on-year increase of 290.0% [1] - Net asset value per share increased to 0.57 yuan, up 513.5% year-on-year [1] - Operating cash flow per share was -0.04 yuan, a decrease of 132.06% year-on-year [1] Historical Performance - The company has shown weak historical financial performance, with a median ROIC of 3.91% over the past decade and a particularly poor ROIC of -121.27% in 2024 [3] - The company has reported losses in 7 out of 13 annual reports since its listing, indicating a generally unfavorable investment profile [3] Cash Flow and Debt Management - The company has a healthy cash position, with cash assets amounting to 4.202 billion yuan, a year-on-year increase of 57.46% [1] - Interest-bearing debt decreased significantly to 647.968 million yuan, down 92.42% year-on-year [1] - The average operating cash flow over the past three years relative to current liabilities is 3.75%, suggesting a need for monitoring cash flow stability [3]

Core Insights - *ST Rendo (002647.SZ) reported a total operating revenue of 405 million yuan for the first half of 2025, ranking 15th among disclosed peers, which represents a decrease of 266 million yuan or 39.66% year-on-year [1] - The net profit attributable to the parent company for the same period was 347 million yuan, while the net cash flow from operating activities was -39.94 million yuan, ranking 15th among peers, reflecting a decline of 102 million yuan or 164.72% year-on-year [1] Financial Metrics - As of June 30, 2025, the company's debt-to-asset ratio was 87.28%, ranking 22nd among disclosed peers, with an increase of 5.95 percentage points from the previous quarter [3] - The latest gross profit margin was 31.11%, ranking 9th among peers [3] - The return on equity (ROE) stood at 54.07% as of June 30, 2025 [3] - The diluted earnings per share (EPS) was 0.38 yuan [3] Operational Efficiency - The total asset turnover ratio was 0.08 times, a decrease of 0.07 times or 47.31% year-on-year [4]

Core Points - The company has undergone a restructuring process, resolving historical debt issues and changing its ownership structure, with a new major shareholder being Shenzhen Jiaqiang Huicui Investment Partnership [5][6] - The company will not distribute cash dividends or issue new shares from reserves for the reporting period [3] - The company has successfully auctioned off some of its low-efficiency assets as part of its restructuring plan, although some assets remain unsold [7] Company Overview - The company is identified as *ST Rendo, with stock code 002647, and has been involved in significant restructuring efforts due to financial difficulties [1] - The company’s board of directors has fully participated in the meetings regarding the half-year report [2][8] Financial and Operational Highlights - The company reported that it has completed the payment of outstanding transaction amounts related to a major asset acquisition from 2016, resolving previous financial obligations [6] - The board approved the half-year report, confirming that it accurately reflects the company's situation without any misleading information [9] Governance and Compliance - The board meeting was conducted in accordance with relevant laws and regulations, ensuring proper governance practices [8] - A new financial management system has been established to enhance the efficiency of fund operations and mitigate risks associated with entrusted financial management [11]

Group 1 - The company *ST Rendo (SZ 002647) announced on August 29 that its sixth board meeting was held on August 27, 2025, to discuss the proposal for establishing a "Trust Management System" [1] - For the fiscal year 2024, the company's revenue composition is as follows: 93.5% from the service industry and 6.49% from financing leasing [1]

Group 1 - The core viewpoint of the articles highlights *ST Rendo's significant turnaround in financial performance, achieving a net profit of 347 million yuan in the first half of 2025, compared to a loss in the previous year [1][2] - The company has successfully completed its restructuring plan, resolving historical debt issues and optimizing its asset-liability structure, which has led to a positive net asset position [2] - The cross-border payment business has seen substantial growth, with a transaction volume of approximately 82.5 billion yuan in the first half of the year, representing a year-on-year increase of about 159% [2] Group 2 - *ST Rendo is actively pursuing a second growth curve by investing in and acquiring quality assets in the digital economy sector, establishing companies in Shenzhen, Beijing, and Ulanqab to tap into the computing power market [3] - The global demand for computing power is expected to surge, with the AI server market projected to exceed 125.1 billion USD in 2024 and reach 158.7 billion USD in 2025, indicating a significant growth opportunity for the industry [3] - The company's strategic vision is to empower industries through payment solutions and lead the future with AI, aiming to create a comprehensive intelligent technology ecosystem that integrates various aspects of AI infrastructure and applications [3]

Core Viewpoint - *ST仁东 has successfully turned around its financial performance in the first half of 2025, achieving significant revenue and profit growth after completing its restructuring process [1][2][4]. Financial Performance - In the first half of 2025, *ST仁东 reported revenue of 405 million yuan and a net profit of 347 million yuan, marking a substantial turnaround from previous losses [1][2]. - The company has returned to positive net assets and has met the criteria for lifting its special treatment status [2]. Business Development - The company is focusing on expanding its cross-border payment business, with its subsidiary 合利宝 achieving a transaction volume of approximately 82.5 billion yuan, a year-on-year increase of about 159% [2]. - *ST仁东 is also developing a second growth curve by integrating AI into its payment services, aiming to create a comprehensive smart technology ecosystem [3][4]. Strategic Initiatives - The company has established new subsidiaries in Shenzhen, Beijing, and Ulanqab to enter the computing power sector, aligning with national strategies [3]. - *ST仁东's strategy emphasizes the integration of payment services and AI, aiming to enhance its operational efficiency and market competitiveness [4]. Market Outlook - Analysts believe that the successful restructuring and financial recovery position *ST仁东 for sustainable growth, with improved cash flow, reduced debt ratios, and restored profitability [4]. - The company is expected to benefit from the growing demand for computing power in the digital economy, particularly in AI applications [3].

Core Viewpoint - *ST Rendo (002647) reported a significant decline in revenue while achieving profitability in net profit for the first half of the year [1] Financial Performance - The company achieved a revenue of 405 million yuan, representing a year-on-year decrease of 39.66% [1] - The net profit attributable to the parent company was 347 million yuan, marking a turnaround from loss to profit compared to the previous year [1] Strategic Initiatives - During the reporting period, the company focused on implementing restructuring measures and enhancing operational management [1] - The company prioritized the development of cross-border payment business, which showed positive results in the first half of the year [1]

仁东控股股份有限公司 2025 年半年度财务报告 2025 年 8 月 1 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 法定代表人：卢奇茂 主管会计工作负责人：刘丹丹 会计机构负责人：徐义宾 1、合并资产负债表 编制单位：仁东控股股份有限公司 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 | 4,202,125,626.26 | 3,077,867,584.04 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | | | | 衍生金融资产 | | | | 应收票据 | | | | 应收账款 | 19,159,877.86 | 90,632,614.62 | | 应收款项融资 | | | | 预付款项 | 6,814,388.89 | 18,200,801.20 | | 应收保费 | | | | 应收分保账款 | | | | 应收分保合同准备金 | | | | 其他应收款 | 60,28 ...

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