公募基金方面，本期较上一季度新披露的公募基金共计1个，即万家国证2000指数增强A。 外资态度来看，本期较上一季度持股减少的外资基金共计1个，即香港中央结算有限公司，持股减少占 比小幅下跌。 2025年8月23日，合康新能(300048.SZ)发布2025年半年度报告。截至2025年8月22日，共有4个机构投资 者披露持有合康新能A股股份，合计持股量达2.57亿股，占合康新能总股本的23.01%。其中，机构投资 者包括广东美的暖通设备有限公司、上海上丰集团有限公司、香港中央结算有限公司、万家国证2000指 数增强A，机构投资者合计持股比例达23.01%。相较于上一季度，机构持股比例合计下跌了0.10个百分 点。 ...

Group 1 - The company, Hekang New Energy, reported a revenue of 4,496,909,065.02 yuan for the first half of 2025, representing a year-on-year growth of 163.06% [2] - The net profit attributable to shareholders of the listed company reached 71,183,737.17 yuan, showing a significant year-on-year increase of 732.83% [2]

证券日报网讯 8月22日晚间，合康新能发布公告称，公司第六届董事会第二十二次会议审议通过了《关 于开展外汇套期保值业务的议案》等多项议案。 （文章来源：证券日报） ...

Group 1: Company Announcements - Changjiang Electric Power's controlling shareholder, China Three Gorges Group, plans to increase its stake in the company by 4 billion to 8 billion yuan within the next 12 months through secondary market transactions [1] - Huakin Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international strategy and overseas business development [2] - Tailin Microelectronics is planning to acquire all or part of the equity of Shanghai Panqi Microelectronics through a combination of share issuance and cash payment, with trading suspended for up to 10 trading days [3] - Jingwang Electronics intends to invest 5 billion yuan in expanding its Zhuhai Jinwan base to enhance its competitiveness in high-end products related to AI and other technologies [5] - Jiangsu Guotai plans to use up to 12 billion yuan of idle funds for entrusted wealth management in low-risk financial products [6] Group 2: Financial Performance - Ping An Bank reported a 3.9% year-on-year decline in net profit for the first half of 2025, with a proposed cash dividend of 2.36 yuan per 10 shares [1][9] - Several companies reported significant increases in net profit, including Zhezhang Securities with a 46.49% increase and Keg Precision Machinery with a 144% increase [7] - True Love Home reported a net profit of 197 million yuan, a year-on-year increase of 484.48% [8] - Companies like Kunlun Wanwei and Vanke A reported substantial losses, with net losses of 856 million yuan and 11.947 billion yuan respectively [9]

证券日报网讯 8月22日晚间，合康新能发布公告称，公司第六届监事会第二十次会议审议通过了《关于 开展外汇套期保值业务的议案》等。 （文章来源：证券日报） ...

（编辑 楚丽君） 证券日报网讯 8月22日晚间，合康新能发布公告称，截至本公告披露日，公司经审议的担保额度总金额 为585，000万元，占公司最近一期经审计净资产的343.47%；公司实际担保余额为224，800万元，占公 司最近一期经审计净资产的131.99%，均为公司对合并报表范围内子公司提供的担保。以上担保均符合 中国证监会的有关规定，公司无逾期担保情况，亦无为股东、实际控制人及其关联方提供担保的情况。 ...

（编辑 楚丽君） 证券日报网讯 8月22日晚间，合康新能发布公告称，公司第六届董事会第二十二次会议、第六届监事会 第二十次会议审议通过了《关于开展外汇套期保值业务的议案》，同意公司及子公司开展外汇套期保值 业务额度不超过2亿元人民币或等值外币金额，在授权期限内额度可循环滚动使用，且任一时点的交易 金额不超过额度上限。公司拟开展的外汇套期保值业务保证金峰值不得超过公司最近一期经审计净利润 的50%。 ...

Core Viewpoint - Hekang New Energy (300048) reported significant growth in revenue and net profit for the first half of 2025, indicating strong operational performance and effective management strategies [1]. Group 1: Financial Performance - The company achieved operating revenue of 4.497 billion yuan, a year-on-year increase of 163.06% [1]. - The net profit attributable to shareholders reached 71.1837 million yuan, reflecting a substantial growth of 732.83% compared to the same period last year [1]. - The net cash flow from operating activities was 251 million yuan, indicating healthy cash flow management [1]. Group 2: Operational Strategies - The company has implemented refined management practices, leading to a significant reduction in operational costs [1]. - Continuous investment in research and development is aimed at enhancing the core competitiveness of products [1]. Group 3: Business Expansion - Hekang New Energy focuses on three main business areas: green energy solutions, household energy storage, and photovoltaic grid-connected inverters, as well as high-voltage frequency converters [1]. - The household photovoltaic EPC business expanded its market presence from 15 to 22 provinces, with a cumulative grid-connected capacity exceeding 3 GW as of June 30, 2025 [1]. - The company has entered the electricity sales and virtual power plant sectors, supported by Midea Group [1]. Group 4: Product Development - In the household storage sector, the company is advancing product research and market capability, with a robust order reserve supporting future growth [2]. - A new range of photovoltaic grid-connected inverters (20KW-40KW) was launched, covering approximately 70% of the market application scenarios for household inverters [2]. - The high-voltage frequency converter business has seen significant order growth, including a joint development agreement with China National Nuclear Corporation for a nuclear power intelligent high-voltage frequency conversion system [2].

Group 1 - The core viewpoint of the news is that Beijing Hekang New Energy Technology Co., Ltd. reported significant growth in revenue and net profit for the first half of 2025, driven primarily by an increase in its photovoltaic EPC business [1] - The company achieved an operating income of 4.497 billion yuan, a year-on-year increase of 163.06% [1] - The net profit attributable to shareholders reached 71.18 million yuan, reflecting a substantial year-on-year growth of 732.83% [1] Group 2 - The photovoltaic EPC business saw a remarkable revenue increase of 239.75%, contributing 4.066 billion yuan to the total revenue [1] - The household energy storage product revenue declined by 73.56%, amounting to 15.46 million yuan [1] - High-voltage frequency converters and other products generated revenues of 281 million yuan and 135 million yuan, respectively [1] Group 3 - Beijing Hekang New Energy Frequency Technology Co., Ltd. reported a revenue of 335.32 million yuan for the first half of 2025, a decrease of 10.66%, with a net loss of 40.56 million yuan [2] - The net profit for this subsidiary increased by 46.32% due to organizational restructuring and reduced R&D expenses [2] - Hefei Midea Hekang Energy Technology Co., Ltd. achieved a revenue of 4.065 billion yuan, a significant increase of 258.05%, with a net profit of 76.51 million yuan, up 101.83% [2]

智通财经APP讯，合康新能(300048.SZ)发布2025年半年度报告，该公司营业收入为44.97亿元，同比增 长163.06%。归属于上市公司股东的净利润为7118.37万元，同比增长732.83%。归属于上市公司股东的 扣除非经常性损益的净利润为4776.38万元，同比增长607.84%。基本每股收益为0.0637元。 ...