证券之星消息，8月26日电网设备板块较上一交易日上涨0.6%，三晖电气领涨。当日上证指数报收于 3868.38，下跌0.39%。深证成指报收于12473.17，上涨0.26%。电网设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002857 | 三辉电气 | 28.63 | 9.99% | 7.88万 | | 2.21亿 | | 002953 | 日丰股份 | 14.89 | 9.97% | 75.06万 | | 10.37亿 | | 300222 | 科大智能 | 12.56 | 8.37% | 129.38万 | | 16.38 亿 | | 300882 | 万胜智能 | 18.50 | 7.18% | 27.69万 | | 5.18亿 | | 301295 | 美硕科技 | 29.26 | 4.61% | 6.62万 | | 1.89亿 | | 301388 | 欣灵电气 | 34.67 | 4.15% | 8.38万 | | 2.86亿 | | ...

证券代码：002857 证券简称：三晖电气 公告编号：2025-035 郑州三晖电气股份有限公司 关于持股 5%以上股东减持股份预披露公告 持股 5%以上股东宁波恒晖企业管理咨询有限公司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。 2、减持股份来源：三晖电气首次公开发行前发行的股份及公司实施权益分 派所获得的股份。 本公司及全体董事会成员保证信息披露内容与信息披露义务人提供的信息一致。 一、股东的基本情况 3、减持数量及比例：本次拟减持股份累计不超过 3,825,273 股（其中通过 集中竞价减持不超过 1,275,091 股；通过大宗交易减持不超过 2,550,182 股。若 特别提示： 二、减持计划的主要内容 计划减持期间公司有送股、资本公积金转增股本等股份变动事项，上述股份数量 应进行相应的除权处理）。 持有郑州三晖电气股份有限公司（以下简称"三晖电气"或"公司"）股份 6,673,703 股的大股东宁波恒晖企业管理咨询有限公司（以下简称"宁波恒晖"） 计划在自本公告披露之日起 15 个交易日后的三个月内（2025 年 9 月 16 日至 2025 年 12 月 1 ...

转自：证券时报 人民财讯8月20日电，企查查APP显示，近日，西藏三晖能源科技有限公司成立，法定代表人为唐国 勇，注册资本为1000万元，经营范围包含：储能技术服务；电池零配件生产；电池零配件销售；变压 器、整流器和电感器制造；物联网技术研发等。企查查股权穿透显示，该公司由三晖电气旗下深圳三晖 能源科技有限公司、上海三晖新能能源科技有限公司等共同持股。 ...

Investment Rating - The industry investment rating is "Overweight" [3] Core Viewpoints - The report emphasizes the significant growth potential in the humanoid robotics sector, with a projected cumulative global demand of approximately 2 million units by 2030, indicating a critical breakthrough phase from 0 to 1 [6][20] - The report highlights the acceleration of N-type penetration in photovoltaic equipment, strengthening the competitive edge of leading companies under the Matthew effect [21] - The energy storage sector is identified as essential for building a new type of power grid, with favorable policies enhancing industry prosperity [21] - The semiconductor equipment market is expected to reach $140 billion by 2030, with an increasing share from mainland China, although the domestic production rate remains low [21] - The automation market, particularly industrial consumables, is projected to grow from approximately 40 billion to 55.7 billion by 2026, benefiting from increased concentration and import substitution [22] - Hydrogen energy, particularly green hydrogen, aligns with carbon neutrality goals, supported by the rapid development of photovoltaic and wind energy [21] Summary by Sections Humanoid Robotics - Key companies recommended for investment include Huasheng Tiancai, Sanhui Electric, and Zhejiang Rongtai, among others [4] - The report discusses the recent humanoid robot sports event in Beijing, showcasing over 500 robots from 16 countries competing in various categories [15][20] - The introduction of the Genie Envisioner platform by Zhiyuan Robotics is noted as a significant advancement in the field, integrating video generation with robotic control [11][20] Photovoltaic Equipment - The report suggests focusing on leading companies like Maiwei and Jiejiacreating, which possess technological innovation and customer base advantages [21] - The overall price center of the photovoltaic industry chain is declining, with a focus on cost and efficiency improvements [21] Energy Storage - The report highlights the favorable policies for both generation-side and user-side energy storage, driving comprehensive development in the sector [21] - Companies like Xingyun and Kexin are identified as key players in the energy storage market [21] Semiconductor Equipment - The semiconductor equipment market is projected to double in the next decade, with a significant increase in demand for domestic production [22] - Companies such as Zhongwei and Beifang Huachuang are recommended for investment [22] Automation - The automation market is expected to grow significantly, with a focus on industrial consumables and the potential for leading companies to benefit from increased market concentration [22] Hydrogen Energy - The report emphasizes the importance of green hydrogen in achieving carbon neutrality, recommending companies like Longi Green Energy and Yihua Tong for investment [21]

Core Viewpoint - The financial performance of Sanhui Electric (002857) for the first half of 2025 shows a significant increase in revenue but a decline in net profit, indicating mixed operational results and challenges in profitability [1]. Financial Performance Summary - Total revenue for the first half of 2025 reached 146 million yuan, a year-on-year increase of 41.64% compared to 103 million yuan in 2024 [1]. - The net profit attributable to shareholders was -16.31 million yuan, a decrease of 4.37% from -15.63 million yuan in the previous year [1]. - The gross profit margin fell to 14.4%, down 46.74% from 27.03% in 2024, indicating increased cost pressures [1]. - The net profit margin improved to -12.32%, a 24.48% increase from -16.32% in 2024, reflecting better cost management despite negative profitability [1]. - Accounts receivable increased by 74.53%, reaching 216 million yuan, which raises concerns about cash flow and collection efficiency [1][2]. Cost and Expense Analysis - Operating costs rose by 66.17%, driven by growth in the company's energy storage business [2]. - Sales expenses decreased by 27.74% due to enhanced cost control measures [2]. - Management expenses increased by 20.9%, attributed to rising wage and equity incentive costs [2]. Cash Flow and Investment Activities - The net cash flow from operating activities decreased by 64.12%, primarily due to increased procurement payments [4]. - The net cash flow from investing activities increased by 119.15%, as the company redeemed more bank wealth management products [5]. - The net increase in cash and cash equivalents rose by 60.25%, reflecting improved liquidity from investment activities [6]. Debt and Financial Health - The company reported a decrease in interest-bearing liabilities by 29.54%, indicating improved debt management [1]. - The overall financial health appears stable, with healthy cash assets [7]. Business Model and Market Position - The company's performance relies heavily on research and marketing efforts, necessitating a deeper analysis of the underlying drivers [8]. - The historical return on invested capital (ROIC) was 4.62%, with a median ROIC of 8.45% since its listing, suggesting inconsistent capital returns [6]. Future Outlook - Analysts project a net profit of 35.32 million yuan for 2025, with an average earnings per share of 0.28 yuan, indicating expectations for recovery [9].

Group 1 - The company has not distributed cash dividends, issued bonus shares, or increased capital from reserves during the reporting period [3] - There were no changes in the controlling shareholder or actual controller during the reporting period [5] - The company has no preferred shareholders or related data to report for the current period [5] Group 2 - All directors attended the board meeting to review the report [2] - The report does not contain any non-standard audit opinions [3] - There are no significant matters to report for the current period [5]

Group 1 - The core point of the article is that Zhengzhou Sanhui Electric Co., Ltd. has significantly increased its revenue due to the rapid growth of its energy storage business, achieving a revenue of 146 million yuan in the first half of 2025, a year-on-year increase of 41.64% [1] - The energy storage segment generated 83.425 million yuan in revenue, representing a remarkable year-on-year growth of 237.12%, accounting for 57.27% of the total revenue [1] - The company is actively expanding its energy storage business in Tibet, having established a joint venture with the largest state-owned energy company in the region, and is setting up a subsidiary in Linzhi to enhance market coverage [1] Group 2 - In June, the company established a joint venture to extend its business model into the project development phase, aiming to secure energy storage orders early and strengthen market channel expansion [2] - The company is also venturing into the intelligent robotics field, having formed strategic partnerships to develop rehabilitation robots and launched an intelligent elderly care service robot [2] - The company has received orders for 800 units of its robotics products, with plans to cover various applications including rehabilitation and humanoid robots [2] Group 3 - An expert suggests that the company's robotics strategy has a high probability of success, recommending a focus on rehabilitation robots while gradually expanding into humanoid robots and core components to create a profitable ecosystem [3] - The expert emphasizes the importance of forming industry alliances to integrate resources and promote domestic substitution, reducing reliance on imported components [3]

Group 1 - The core viewpoint of the article is that Sanhui Electric (002857.SZ) reported significant revenue growth in its 2025 semi-annual report, driven primarily by its energy storage business [1] - The company achieved an operating revenue of 146 million yuan, representing a year-on-year increase of 41.64% [1] - Despite the revenue growth, the company reported a net loss attributable to shareholders of 16.31 million yuan, with a basic loss per share of 0.1263 yuan [1] Group 2 - The increase in operating revenue is mainly attributed to the growth in the company's energy storage business [1] - The net loss, excluding non-recurring gains and losses, was 18.62 million yuan [1]

郑州三晖电气股份有限公司 2025 年半年度财务报告 郑州三晖电气股份有限公司 2025 年 8 月 1 郑州三晖电气股份有限公司 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 2025 年半年度财务报告 1、合并资产负债表 编制单位：郑州三晖电气股份有限公司 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 264,137,002.85 | 285,715,393.45 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 216,049,277.01 | 249,383,751.90 | | 衍生金融资产 | | | | 应收票据 | 24,250.00 | 687,128.97 | | 应收账款 | 216,472,826.95 | 269,363,085.47 | | 应收款项融资 | 294,806.75 | 982,016.56 | | 预付款项 | 6,052,245.65 | 1,294, ...

为真实反映郑州三晖电气股份有限公司（以下简称"公司"）的财务状况及 经营成果，根据《企业会计准则》、《深圳证券交易所股票上市规则》等相关规 定，公司对合并报表范围内截止 2025 年 6 月 30 日的各类资产进行了减值测试， 对可能存在减值迹象的资产计提减值准备，现将具体情况公告如下： 一、本次计提资产减值准备情况概述 证券代码：002857 证券简称：三晖电气 公告编号：2025-034 郑州三晖电气股份有限公司 关于 2025 年半年度计提及转回资产减值准备的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 司对应收账款、其他应收款、存货、合同资产等进行了减值测试，对可能发生减 值损失的各项资产计提了减值准备，符合相关规定。 三、本次计提资产减值准备对公司的影响 本次计提资产减值事项符合《企业会计准则》和相关政策规定，符合公司资 产实际情况，能够更加公允地反映公司资产状况，可以使公司关于资产价值的会 计信息更加真实可靠，具有合理性。公司本期因转回信用及资产减值损失增加 2025 年半年度利润总额 8,747,399.73 元。本次计提资产减值准备相关 ...