百亚股份：上半年净利润1.88亿元 同比增长4.64% 8月15日晚，百亚股份（003006）发布2025年半年度报告，公司上半年实现营业收入17.64亿元，同比增 长15.12%；实现归属于上市公司股东的净利润1.88亿元，同比增长4.64%；基本每股收益为0.44元/股。 资料显示，百亚股份成立于2010年11月，主营业务是一次性个人卫生用品的研发、生产和销售。 所属行业：美容护理–个护用品–生活用纸 雷科防务：上半年净亏损4167.21万元 8月15日晚，雷科防务（002413）发布2025年半年度报告，公司上半年实现营业收入5.42亿元，同比增 长9.77%；实现归属于上市公司股东的净亏损4167.21万元，上年同期亏损6642.59万元；基本每股收益 为-0.03元/股。 资料显示，雷科防务成立于2002年12月，主营业务是雷达系统业务群、卫星应用业务群、智能控制业务 群、安全存储业务群、智能网联业务群的相关产品研发、制造和销售。 所属行业：国防军工–军工电子Ⅱ–军工电子Ⅲ 精工科技：上半年净利润1.13亿元 同比增长15.55% 8月15日晚，精工科技（002006）发布2025年半年度报告，公司 ...

"搬家效应"持续 7月非银行业金融机构存款增超2万亿元 最新数据显示，7月，人民币存款新增5000亿元，同比多增1.3万亿元。其中，居民存款减少1.11万亿 元，同比多减7800亿元；非银行业金融机构存款则大幅增加2.14万亿元，同比多增1.39万亿元。这一数 字大增，在很大程度上反映了居民资金的"搬家"，推动因素主要是此轮股市行情中，居民风险偏好明显 抬升。一位私募基金宏观分析师表示，居民将资金通过银证转账划入证券账户，就会导致银行存款减少 而非银行业金融机构存款增加；购买基金、理财等同样会增加非银行业金融机构存款。"换句话说，可 以把2.14万亿元视为居民存款直接或间接进入资本市场。这一资金流向与7月A股持续上涨的行情形成了 相互印证。"（上证报） 超300家A股公司披露半年报 龙头企业表现亮眼 A股上市公司半年报披露渐入高峰期，一份份亮眼的"中期答卷"勾勒出A股公司的韧性底色。据统计， 截至8月14日18时，已有超300家A股公司披露半年报。其中，近200家公司上半年归母净利润实现同比 增长，30多家公司实现扭亏为盈，近30家公司实现业绩同比倍增，增长动能强劲。从行业分布来看，汽 车、电力设备、有色金属 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万龄/万份) (万元) | | | | | 2025-08-15 | 002734 | 利民股份 | 19.49 | 15.40 | 300.15 | 华泰证券股份有限 | 华西证券股份有限 | | | | | | | | 公司北京分公司 | 公司苏州分公司 | | 2025-08-15 | 002734 | 利民股份 | 19.49 | 12.83 | | 250.06 机构专用 | 华西证券股份有限 | | | | | | | | | 公司苏州分公司 | | 2025-08-15 | 002734 | 利民股份 | 19.49 | 13.00 | | 253.37 中信证券股份有限 | 华西证券股份有限 | | | | | | | | 公司南京双龙大道 | 公司苏州分公司 | | | | | | | | 证券营业部 | | | 2025-08-15 | 0027 ...

（文章来源：每日经济新闻） 国信证券8月15日发布研报称，给予利民股份（002734.SZ，最新价：21.96元）优于大市评级。评级理 由主要包括：1）公司发布2025年半年度业绩预告，业绩实现同比大幅增长；2）核心产品景气度持续向 好，盈利能力增强；3）新业务布局加速，AI+农药创制与合成生物学打开成长空间。风险提示：市场 竞争风险；安全生产风险；国际贸易摩擦风险等。 ...

证券时报·数据宝统计，8月15日共有98家公司公布2025年半年报，其中67家净利润同比增长，31家同比 下降，61家营业收入同比增长，37家同比下降，净利润和营业收入同时增长的公司有利民股份等52家， 净利润和营业收入均下降的有长亮科技等22家，业绩增幅翻倍的公司有16家，其中利民股份增幅最大， 达747.13%。（数据宝） | 601339 | 百隆东 | 0.2600 | 39001.28 | 67.53 | 359061.35 | -9.99 | | --- | --- | --- | --- | --- | --- | --- | | | 方 | | | | | | | 301132 | 满坤科 技 | 0.4300 | 6324.38 | 62.30 | 75979.04 | 31.56 | | 002356 | 赫美集 团 | -0.0076 | -1000.04 | 53.93 | 31748.06 | 375.31 | | 688523 | 航天环 宇 | 0.0859 | 3470.41 | 52.00 | 20701.78 | 23.44 | | 603312 | 西典新 能 | 0.8 ...

利民股份2025半年报 ...

Core Viewpoint - Limin Holdings Group Co., Ltd. reported significant growth in its financial performance for the first half of 2025, with a notable increase in both revenue and net profit, indicating improved operational efficiency and market presence [1]. Financial Performance - The company achieved a revenue of 2.45 billion yuan, representing a year-on-year growth of 6.69% [2]. - The net profit attributable to shareholders reached 268.85 million yuan, showing a remarkable increase of 747.13% compared to the same period last year [2]. - The net profit after deducting non-recurring gains and losses was 256.66 million yuan, up 804.41% year-on-year [2]. - The net cash flow from operating activities was 91.44 million yuan, a turnaround from a negative cash flow of 114.18 million yuan in the previous year, marking an increase of 180.08% [2]. - Basic earnings per share were 0.69 yuan, up 666.67% from 0.09 yuan in the previous year [2]. - Diluted earnings per share were 0.60 yuan, an increase of 566.67% from 0.09 yuan [2]. - The weighted average return on equity was 7.56%, up from 1.17% in the previous year [2]. Asset and Equity Position - Total assets at the end of the reporting period were 6.78 billion yuan, a 1.77% increase from the previous year [2]. - The net assets attributable to shareholders were 3.48 billion yuan, reflecting a significant increase of 31.58% compared to the end of the previous year [2]. Operational Improvements - The company attributed its performance improvement to enhanced profitability, reduced debt ratio, and strengthened research and development capabilities [1]. - Progress in the chemical synthesis innovation plan and successful collaborations with multinational companies in drug development were highlighted as key factors [1]. - The company noted that its market channels are maturing, and brand building has been deepened [1]. - Upgrades in production base management have led to significant improvements in overall efficiency [1]. - The company emphasized its commitment to social responsibility and strengthened safety and environmental measures [1].

Investment Rating - The report maintains an "Outperform the Market" rating for the company [6][22]. Core Insights - The company has experienced significant growth in its performance for the first half of 2025, with a revenue of 2.452 billion yuan, representing a year-on-year increase of 6.69%, and a net profit attributable to shareholders of 269 million yuan, reflecting a substantial year-on-year growth of 747.13% [1][9]. - The growth is attributed to rising sales and prices of key products, effective cost control, and increased investment income from affiliated companies [1][9]. - The company has successfully registered several key products in the Brazilian market, which is expected to enhance overseas sales in the coming years [2][17]. Summary by Sections Financial Performance - In the first half of 2025, the company achieved a revenue of 2.452 billion yuan, a 6.69% increase year-on-year, and a net profit of 269 million yuan, a 747.13% increase year-on-year [1][9]. - The second quarter alone saw a net profit of 161 million yuan, a quarter-on-quarter increase of 49.07% [1][9]. - The pesticide business generated 2.2 billion yuan in revenue, a 4.63% increase year-on-year, with a gross margin of 26.45%, up 8.71 percentage points [10]. Product Performance - The revenue from fungicides increased by 12.36% year-on-year, while insecticides saw a revenue increase of 5.19% year-on-year [10]. - The market prices for key products such as甲维盐 and 阿维菌素 have risen significantly, indicating a positive trend in profitability [2][18]. - The company has a strong market presence in Brazil, with successful registrations of several key products, which is expected to drive future sales growth [2][17]. New Business Developments - The company has accelerated its new business layout, including the acquisition of a 51% stake in 德彦智创, which focuses on AI-driven pesticide development [3][21]. - Strategic partnerships with various technology companies are being established to develop innovative agricultural products, enhancing the company's growth potential [3][21]. Financial Projections - The company forecasts net profits of 529 million yuan, 588 million yuan, and 648 million yuan for 2025, 2026, and 2027 respectively, with corresponding EPS of 1.26 yuan, 1.40 yuan, and 1.54 yuan [4][22]. - The current stock price corresponds to a PE ratio of 17.2, 15.5, and 14.1 for the years 2025, 2026, and 2027 respectively [4][22].

2025年8月15日，利民股份(002734.SZ)发布2025年中报。 公司营业总收入为24.52亿元。归母净利润为2.69亿元。经营活动现金净流入为9143.91万元。 公司最新资产负债率为47.78%。 公司最新毛利率为26.13%。最新ROE为7.73%。 公司摊薄每股收益为0.69元。 公司最新总资产周转率为0.36次。最新存货周转率为2.43次，较去年同期存货周转率减少0.22次，同比 较去年同期下降8.40%。 公司股东户数为6.92万户，前十大股东持股数量为1.51亿股，占总股本比例为34.20%，前十大股东持股 情况如下： | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | | 李明 | 16.72% | | | 李新生 | 10.14% | | AWNH | 孙敬权 | 1.71% | | | 高盛国际-自有资金 | 1.16% | | 5 | 周国义 | 1.07% | | 6 | MORGAN STANLEY & CO. INTERNATIONAL PLC. | 0.89% | | 7 | UBS AG | 0.87% | | 8 | 张清华 | 0. ...

| | | 8月14日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 寒武纪 | 公司在某厂商预定大量载板订单"等相关信息为不实信息 | | 项目投资 | 中盐化工 | 拟3.6亿元投建中盐碱业年产500万吨天然碱矿溶采试验项目 | | 中标合同 | 万里马 | 中标2025-2026年南航综合保障部空勤箱包采购项目 | | 经营数据 | 路安环能 | 7月商品煤销量400万吨 同比下降6.1% | | 股权收购 | *ST汇科 | 拟以2907万元收购壹证通51%股权 | | H股上市 | 芯海科技 | 拟筹划H股发行 | | 业绩 | 太辰光 | 上半年净利润1.73亿元 同比增长118.02% | | 增减持 | 博实结 | 博添益、惠添益拟减持合计不超3%股份 | | | 中自科技 | 股东银鞍岭英拟合计减持不超过3.00%股份 | | 其他 | 金固股份 | 与鹿明机器人签订战略合作框架协议 | | | 气派科技 | 拟定增募资不超1.59亿元 宇 勝隆に | 【热点】 寒武纪(688256.SH)：公司在某厂商预定大量载板订单"等相关信 ...