金融界消息 截至2025年8月11日收盘，纳尔股份（002825）报收于10.53元，上涨0.86%，换手率 2.75%，成交量7.04万手，成交金额7376.20万元。 天眼查商业履历信息显示，上海纳尔实业股份有限公司，成立于2005年，位于上海市，是一家以从事印 刷和记录媒介复制业为主的企业。企业注册资本34208.8303万人民币，实缴资本34202.8686万人民币。 公司法定代表人为游爱国。 通过天眼查大数据分析，上海纳尔实业股份有限公司共对外投资了12家企业，参与招投标项目4次，知 识产权方面有商标信息102条，专利信息139条，此外企业还拥有行政许可70个。 来源：金融界 资金流向方面，今日主力资金净流出1007.98万元，占比成交额13.67%。其中，超大单净流入105.20万 元、占成交额1.43%，大单净流出1113.18万元、占成交额15.09%，中单净流出流入596.16万元、占成交 额8.08%，小单净流入411.82万元、占成交额5.58%。 纳尔股份最新一期业绩显示，截至2025中报，公司营业总收入9.72亿元、同比增长4.10%，归属净利润 1.15亿元，同比增长79.15%， ...

持股 5%以上的股东王树明先生保证向本公司提供的信息内容真实、准确和 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 上海纳尔实业股份有限公司（以下简称"公司"）于 2025 年 5 月 22 日披露 了《关于部分持股 5%以上股东及董监高股份减持计划的预披露公告》（公告编 号：2025-031），持有公司股份 27,404,138 股（占公司总股本比例 8.13%）的股 东王树明先生计划在本公告披露起 15 个交易日后的 3 个月内（即 2025 年 6 月 过 10,000,000 股（占公司总股本的比例为 2.97%），其中：通过集中竞价方式减 持公司股份不超过 3,368,000 股（占公司总股本的比例为 1.00%）。 公司于近日收到王树明先生的《股份减持进展告知函》，王树明先生于 2025 年 8 月 7 日通过大宗交易方式减持公司股份 3,500,000 股，占公司总股本的 1.02%。 本次权益变动后，王树明先生持有公司 23,904,138 股，持股比例由 8.02%下降 至 7.00%。现就相关事项公告如下： 信息披露义务人 ...

上海纳尔实业股份有限公司 关于部分持股 5%以上股东减持股份达到 1%的提示性公告 证券代码：002825 证券简称：纳尔股份 公告编号：2025-047 | 变动方向 上升□ 下降  | 一致行动人 无 | 有□ |  | | --- | --- | --- | --- | | 是否为第一大股东或实际控制人 | | 是□ 否  | | | 2．本次权益变动情况 | | | | | 股份种类 | 减持股数（万股） 减持比例（%） | | | | A 股 | 350 1.02 | | | | 合 计 | 350 1.02 | | | | 本次权益变动方式（可 | 通过证券交易所的集中交易 | □ | | | 多选） 其他 | 通过证券交易所的大宗交易 □（请注明） |  | | | 3．本次变动前后，投资者及其一致行动人拥有上市公司权益的股份情况 | | | | | 本次变动前持有股份 | 本次变动后持有股份 | | | | 股份性质 股数(万股) | 占总股本 | 股数(万股) | 占总股本比 | | | 比例(%) | | 例(%) | | 合计持有股份 2,740.4138 | 8.02 | 2, ...

Summary of Key Points Core Viewpoint - As of August 7, 115 companies have released their semi-annual reports for 2025, with 81 reporting a year-on-year increase in net profit, while 34 reported a decline. Additionally, 78 companies saw an increase in operating revenue, and 37 experienced a decrease. A total of 68 companies reported simultaneous growth in both net profit and operating revenue, while 24 companies saw declines in both metrics. Notably, 18 companies achieved a net profit growth rate exceeding 100%, with Zhimin Da leading at a staggering 2147.93% [1]. Company Performance - Zhimin Da (688636) reported earnings per share of 0.2284, with a net profit of 38.298 million and a year-on-year increase of 2147.93%. Its operating revenue reached 294.7564 million, reflecting an 84.83% increase [1]. - Shijia Guangzi (688313) achieved a net profit of 216.6475 million, marking a year-on-year increase of 1712.00%, with operating revenue of 992.6253 million, up 121.12% [1]. - Nanji Guang (300940) reported a net profit of 72.891 million, with a year-on-year increase of 982.43%, and operating revenue of 397.5085 million, up 244.67% [1]. - Tongzhou Electronics (002052) had a net profit of 203.0714 million, a year-on-year increase of 662.77%, with operating revenue of 539.7695 million, up 606.52% [1]. - Daodaquan (002852) reported a net profit of 180.9760 million, with a year-on-year increase of 563.15%, and operating revenue of 2792.4396 million, reflecting a slight increase of 1.16% [1]. Additional Company Insights - Huakang Jieneng (301235) reported a net profit of 18.6830 million, with a year-on-year increase of 273.48%, and operating revenue of 83.49115 million, up 50.73% [1]. - Chengxing Co. (600078) had a net profit of 18.5612 million, with a year-on-year increase of 211.08%, and operating revenue of 177.61177 million, up 9.85% [1]. - Kaimeite (002549) reported a net profit of 55.8461 million, with a year-on-year increase of 199.82%, and operating revenue of 31.03616 million, up 10.52% [1]. - Dong'an Power (600178) had a net profit of 3.9212 million, with a year-on-year increase of 157.75%, and operating revenue of 247.91147 million, up 25.72% [1]. Overall Market Trends - The overall trend indicates a strong performance among the majority of companies, with a significant number achieving substantial growth in both net profit and operating revenue, reflecting a positive outlook for the market [1][2].

Summary of Key Points Core Viewpoint - As of August 5, 95 companies have released their semi-annual reports for 2025, with 63 reporting year-on-year profit growth and 60 reporting revenue growth. Notably, 51 companies experienced simultaneous growth in both profit and revenue, while 23 companies saw declines in both metrics. The company with the highest profit growth was Zhimin Da, with an increase of 2147.93% [1]. Group 1: Company Performance - Zhimin Da reported a net profit of 38.298 million yuan, with a year-on-year increase of 2147.93% and revenue of 294.7564 million yuan, up 84.83% [1]. - Shijia Guangzi achieved a net profit of 216.6475 million yuan, with a year-on-year increase of 1712.00% and revenue of 992.6253 million yuan, up 121.12% [1]. - Tongzhou Electronics reported a net profit of 203.0714 million yuan, with a year-on-year increase of 662.77% and revenue of 539.7695 million yuan, up 606.52% [1]. - Daodaquan reported a net profit of 180.9760 million yuan, with a year-on-year increase of 563.15% and revenue of 2792.4396 million yuan, up 1.16% [1]. - Huakang Clean reported a net profit of 18.6830 million yuan, with a year-on-year increase of 273.48% and revenue of 83.49115 million yuan, up 50.73% [1]. Group 2: Revenue and Profit Trends - 32 companies reported a year-on-year decline in net profit, while 35 companies reported a decline in revenue [1]. - Among the companies with significant profit growth, 15 companies had their profit growth double compared to the previous year [1]. - The overall trend indicates a mixed performance across the companies, with a notable number achieving substantial growth in both revenue and profit, while others faced declines [1].

Financial Performance - In the first half of 2025, the company achieved operating revenue of 972 million yuan, a year-on-year increase of 4.10% [1] - The net profit attributable to shareholders was 115 million yuan, reflecting a significant year-on-year growth of 79.15% [1] - The net cash flow from operating activities reached 55.88 million yuan, marking a substantial increase of 644.05% year-on-year [1] Business Strategy and Market Expansion - The company maintained steady growth in market and sales operations while achieving high profit growth, benefiting from investment income from the sale of equity in a subsidiary in Q1 2025 and effective cost reduction measures [1] - The company aims to expand its market presence in digital printing materials, automotive protective films, and electronic functional films despite challenges such as insufficient domestic demand and escalating international geopolitical conflicts [1] - To address production capacity bottlenecks, the company gradually released capacity at its smart factory in Fengcheng, Jiangxi, and its overseas production base in Thailand, providing a solid foundation for market expansion and business growth [1] Research and Development - In the first half of 2025, the company invested 58.20 million yuan in R&D, a year-on-year increase of 34.31%, primarily due to increased investment in new product development [2] - The company applied for 27 new patents during the first half of the year, including 18 invention patents and 9 utility model patents, with a total of 18 effective invention patents and 75 effective utility model patents as of June 2025 [2] - The company is actively expanding into new sectors, including core materials for hydrogen energy and related projects [2]

| 代码 | 简称 | 每股收益 | 净利润（万 | 净利润同比 | 营业收入（万 | 营业收入同比 | | --- | --- | --- | --- | --- | --- | --- | | | | （元） | 元） | （%） | 元） | （%） | | 688636 | 智明达 | 0.2284 | 3829.80 | 2147.93 | 29475.64 | 84.83 | | 688313 | 仕佳光 子 | 0.4793 | 21664.75 | 1712.00 | 99262.53 | 121.12 | | 002052 | 同洲电 子 | 0.2722 | 20307.14 | 662.77 | 53976.95 | 606.52 | | 002107 | 沃华医 药 | 0.0800 | 4467.64 | 303.16 | 42535.85 | 7.64 | | 301235 | 华康洁 净 | 0.1900 | 1868.30 | 273.48 | 83491.15 | 50.73 | | 600078 | 澄星股 份 | 0.0280 | 1856.12 | 211.08 | 1 ...

Group 1 - The core viewpoint of the article highlights the significant increase in cash flow and profitability for NAR Co., Ltd. in the first half of 2025, driven by stable business development and investment gains from the sale of equity [1] - In the first half of 2025, NAR Co., Ltd. reported an operating income of 972 million yuan, a year-on-year increase of 4.10%, and a net profit attributable to shareholders of 115 million yuan, a year-on-year increase of 79.15% [1] - The net cash flow from operating activities reached 55.88 million yuan, reflecting a substantial year-on-year growth of 644.05% [1] Group 2 - In 2024, NAR Co., Ltd. achieved an operating income of 1.90 billion yuan, representing a year-on-year growth of 27.73%, and a net profit attributable to shareholders of 126 million yuan, with a year-on-year increase of 26.09% [3] - The chairman and general manager of NAR Co., Ltd., You Aiguo, is 55 years old and has held multiple managerial positions across various companies [3] - You Aiguo's compensation has shown an upward trend from 397,700 yuan in 2020 to 611,900 yuan in 2024, indicating a consistent increase in remuneration over the years [3]

Core Viewpoint - Nar Holdings (002825.SZ) reported strong performance in its precision coating business, with significant growth in net profit driven by investment gains and operational efficiency improvements [1][3]. Financial Performance - In the first half of 2025, the company achieved operating revenue of 972 million yuan, a year-on-year increase of 4.10% [1][3]. - The net profit attributable to shareholders reached 115 million yuan, marking a substantial year-on-year growth of 79.15% [1][3]. - Investment income for the period amounted to 57.95 million yuan, contributing 44.11% to the total profit [3]. Business Expansion - The company is actively expanding into overseas markets, with foreign revenue reaching 492 million yuan in the first half of 2025, accounting for 50.59% of total revenue [1][4]. - The establishment of production bases in Thailand and the smart factory in Jiangxi is aimed at alleviating capacity constraints and supporting market expansion [4]. Research and Development - R&D expenses have shown a consistent upward trend, surpassing 100 million yuan in 2024, with a 34.31% increase to 58 million yuan in the first half of 2025 [5]. - The company had plans to acquire control of Jiangxi Blue Microelectronics Technology Co., Ltd., but this investment initiative was terminated due to a lack of consensus with relevant parties [5].

据证券之星公开数据整理，近期纳尔股份（002825）发布2025年中报。截至本报告期末，公司营业总收 入9.72亿元，同比上升4.1%，归母净利润1.15亿元，同比上升79.15%。按单季度数据看，第二季度营业 总收入4.69亿元，同比下降11.35%，第二季度归母净利润4595.01万元，同比上升11.47%。本报告期纳 尔股份盈利能力上升，毛利率同比增幅26.81%，净利率同比增幅73.01%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率19.7%，同比增26.81%，净利率11.9%，同比增 73.01%，销售费用、管理费用、财务费用总计6542.51万元，三费占营收比6.73%，同比增9.5%，每股净 资产4.67元，同比增9.3%，每股经营性现金流0.16元，同比增645.12%，每股收益0.34元，同比增78.95% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 9.34亿 | 9.72亿 | 4.10% | | 归母净利润(元) | 6404.2万 | 1.15/Z | 79.15% | | ...