证券日报网讯中科电气（300035）9月1日在互动平台回答投资者提问时表示，公司在定期报告中面向所 有投资者统一披露截至报告期末的股东户数及前十大股东持股情况，敬请查阅。 ...

Core Insights - The company reported significant growth in its financial performance for the first half of 2025, with a revenue of 3.613 billion yuan, representing a year-on-year increase of 59.60%, and a net profit attributable to shareholders of 272 million yuan, up 293.13% [1] - The lithium battery anode business showed strong growth, with shipments of anode materials reaching 157,000 tons, a year-on-year increase of 70.47%, and corresponding revenue of 3.446 billion yuan, up 65.79% [2] - The company is expanding its production capacity with a new integrated production base for anode materials in Oman, which will enhance its overseas market presence [2] Financial Performance - In Q2 2025, the company achieved revenue of 2.015 billion yuan, a year-on-year increase of 68.20% and a quarter-on-quarter increase of 26.10% [1] - The net profit for Q2 2025 was 138 million yuan, reflecting a year-on-year increase of 206.67% and a quarter-on-quarter increase of 2.99% [1] - The gross margin for Q2 2025 was 20.36%, showing a year-on-year increase of 0.58 percentage points but a quarter-on-quarter decrease of 2.15 percentage points [1] Business Segments - The magnetic and electric equipment business is focusing on deepening its market presence and expanding its application areas, achieving a revenue of 167 million yuan, although this represents a decline of 9.95% year-on-year [2] - The company has established stable business relationships with major domestic steel enterprises and large metallurgical engineering contractors, holding over 60% market share in the electromagnetic metallurgy equipment sector [3] Future Outlook - The company is projected to achieve revenues of 7.834 billion yuan, 10.759 billion yuan, and 13.535 billion yuan from 2025 to 2027, with year-on-year growth rates of 40.4%, 37.3%, and 25.8% respectively [3] - The net profit attributable to shareholders is expected to reach 661 million yuan, 1.007 billion yuan, and 1.391 billion yuan during the same period, with growth rates of 118.3%, 52.3%, and 38% respectively [3]

中科电气（300035.SZ）2025 年半年报点评 业绩符合预期，产能布局加速海外拓展 2025 年 08 月 31 日 ➢ 事件。2025 年 8 月 29 日公司发布 2025 年半年报，公司上半年实现营业 收入 36.13 亿元,同比+59.60%；归母净利润为 2.72 亿元，同比+293.13%；扣 非后净利润为 2.82 亿元，同比+219.04%。 ➢ Q2 业绩拆分。营收和净利：公司 2025Q2 营收 20.15 亿元,同增 68.20%， 环增 26.10%；归母净利润为 1.38 亿元，同增 206.67%，环增 2.99%；扣非后 归母净利润为 1.56 亿元，同增 178.57%，环增 23.81%。毛利率：2025Q2 毛 利率为 20.36%，同比+0.58pcts，环比-2.15pcts。净利率：2025Q2 净利率为 9.38%，同比+2.53pct，环比-1.71pct。费用率：公司 2025Q2 期间费用率为 9.26%，同比-2.62pcts，其中销售、管理、研发、财务费用率分别为 1.38%、 2.31%、3.65%、1.92%，同比变动-0.46pct、-0.66 ...

Group 1 - The graphite electrode sector saw a rise of 2.32%, ranking third among concept sectors, with 12 stocks increasing in value, including Puxin Technology, Shantai Technology, and Suotong Development reaching their daily limit [1][2] - Notable gainers included Zhongke Electric, Bettery, and China Baowu, which rose by 14.59%, 13.58%, and 3.70% respectively [1] - The sector experienced a net outflow of 0.11 billion yuan in main funds, with 8 stocks receiving net inflows, and 7 stocks seeing inflows exceeding 10 million yuan [2][3] Group 2 - The top net inflow was recorded for Suotong Development, with a net inflow of 324 million yuan, followed by Shantai Technology and Puxin Technology with net inflows of 220 million yuan and 205 million yuan respectively [2][3] - The net inflow ratios for Shantai Technology, Suotong Development, and Puxin Technology were 21.42%, 19.39%, and 11.52% respectively [3] - The stocks with the largest declines included Guomin Technology, Yong'an Pharmaceutical, and Huajin Co., which fell by 3.42%, 1.72%, and 1.50% respectively [1][4]

记者丨黎雨桐 编辑丨陈思颖 A股今日8月收官，截至收盘，A股三大指数全线飘红，上证指数涨0.37%，深证成指涨0.99%。 | 全市场超3300个股下跌。 | | --- | 锂电股持续爆发 寒武纪跌超6% 相关机构表示，展望后市，长期乐观，尤其是中国市场中通信、芯片等代表先进生产力的科技行业景气度延续值得期待。海外方面杰克逊霍尔 会议打开9月降息窗口账户，宽松的美元流动性外溢推动了本轮全球市场的"水牛"行情。美元指数年初以来大幅下行约10%，接近长期均值水 平，为非美市场创造了有利条件。在全球牛市中，A股凭借独特优势展现潜力。 创业板指数冲向3 0 0 0点大关 截至29日收盘，创业板指涨超2%， 盘中突破2900点，续创3年多新高。 创业板指本月累计涨超24% 消息面上，国家发改委表示，将加快建设全国统一大市场，研究制定纵深推进全国统一大市场建设的行动方案，强化妨碍全国统一大市场建设 典型案例通报，持续推进市场准入壁垒清理整治行动，统一政府行为的尺度，进一步规范地方招商引资行为，加快推进价格法修订，出台互联 网平台价格行为规则， 会同有关部门依法依规查处低于成本倾销、夸大和虚假宣传的行为 ，加快治理部分领 ...

中原证券指出，结合国内外行业动态、细分领域价格走势、月度销量及行业发展趋势，行业景气度总体 持续向上，短期重点关注上游原材料价格走势、月度销量、国内外贸易政策相关表述及固态电池相关进 展。考虑行业相关政策表述、原材料价格走势、板块业绩情况、目前市场估值水平及行业未来增长预 期，短期建议关注板块投资机会，同时密切关注指数走势及市场风格。中长期而言，国内外新能源汽车 行业发展前景确定，板块值得重点关注，同时预计个股业绩和走势也将出现分化，建议持续重点围绕细 分领域龙头布局。 东莞证券指出，固态电池产业化持续推进，为产业链的材料体系和设备环节带来迭代升级的结构性增量 需求。建议关注电池和材料环节基本面改善的头部公司，在固态电解质、新型正负极、单壁碳纳米管、 复合集流体等材料环节拥有技术和产能先发优势的公司，在固态电池核心工艺设备环节积极布局的锂电 设备公司。 锂电池板块今日走高，先导智能、杭可科技20%涨停，德瑞锂电涨超19%，贝特瑞、中科电气涨超 13%。 ...

Market Performance - The solid-state battery sector in the A-share market experienced a significant surge, with companies like XianDao Intelligent, Hangke Technology, and JieBang Technology hitting the 20% daily limit increase [1] - Other notable performers included HaiBo SiChuang nearing the limit, BeiTeRui rising by 17%, and NingDe Times increasing by over 11% [1] Company Financials - XianDao Intelligent reported a revenue of 6.61 billion yuan for the first half of 2025, marking a year-on-year growth of 14.92%, with a net profit of 740 million yuan, up 61.19% [1] - The operating cash flow for XianDao Intelligent reached 2.353 billion yuan, a substantial increase of 231.33% compared to the same period last year [1] - The lithium battery intelligent equipment segment generated 4.545 billion yuan in revenue, reflecting a year-on-year growth of 16.40% [1] Business Segments - Non-lithium business, particularly in photovoltaic intelligent equipment, achieved a revenue of 531 million yuan, up 32.04%, with its revenue share increasing to 8.04% [1] - XianDao Intelligent's overseas business continued to grow, with revenue reaching 1.154 billion yuan, a year-on-year increase of 5.42%, and a gross margin improvement to 40.27% [1] Stock Performance - XianDao Intelligent's stock rose by 20.01%, with a total market capitalization of 55.6 billion yuan and a year-to-date increase of 77.80% [2] - Other companies in the sector also saw significant stock price increases, with Hangke Technology and JieBang Technology both rising by 20% [2]

2025年8月29日，中科电气(300035.SZ)发布2025年中报。 公司最新总资产周转率为0.30次。最新存货周转率为1.08次，在已披露的同业公司中排名第71。 公司营业总收入为36.13亿元。归母净利润为2.72亿元。经营活动现金净流入为-5.91亿元，在已披露的同业公司中排名第93，较去年同报告期经营活动现金 净流入减少4.80亿元。 公司摊薄每股收益为0.40元。 公司最新资产负债率为56.91%，在已披露的同业公司中排名第53，较上季度资产负债率增加1.26个百分点，较去年同期资产负债率增加2.31个百分点。 公司最新毛利率为21.31%，较上季度毛利率减少1.20个百分点。最新ROE为5.70%。 ...

Group 1 - Company Zhongke Electric (SZ 300035) announced the resignation of its securities affairs representative, Liu Xingu, due to personal reasons, while he will continue to hold other positions within the company [1] - The company appointed Zhang Min as the new securities affairs representative, effective from the date of the board meeting approval until the end of the current board's term [1] - For the fiscal year 2024, Zhongke Electric's revenue composition is as follows: non-metallic mineral products accounted for 93.03%, machinery manufacturing for 6.89%, and others for 0.08% [1] Group 2 - As of the latest report, Zhongke Electric has a market capitalization of 12.7 billion yuan [2]

2024年1至12月份，中科电气的营业收入构成为：非金属矿物制品占比93.03%，机械制造占比6.89%， 其他占比0.08%。 截至发稿，中科电气市值为127亿元。 每经头条（nbdtoutiao）——申请超2万份，已开出41家，加盟海底捞，你要准备多少钱？1000万元不算 多，真实"账单"公布 每经AI快讯，中科电气（SZ 300035，收盘价：18.5元）8月28日晚间发布公告称，本次担保额度生效 后，公司及控股子公司湖南中科星城、贵州中科星城、贵安新区中科星城、云南中科星城、中科星城 （香港）、中科星城苏哈尔间的担保总额不超过人民币105亿元，占公司2024年度经审计净资产的 224.67%，其中公司为相关子公司拟提供的担保总额不超过人民币100亿元；子公司湖南中科星城、贵 州中科星城为公司提供的担保总额不超过人民币5亿元。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 （记者 张明双） ...