2025年8月27日，金利华电(300069.SZ)发布2025年中报。 公司营业总收入为9365.91万元，较去年同报告期营业总收入增加740.71万元，实现3年连续上涨，同比较去年同期上涨8.59%。归母净利润为623.18万元，较 去年同报告期归母净利润增加60.35万元，实现2年连续上涨，同比较去年同期上涨10.72%。经营活动现金净流入为-18.31万元，在已披露的同业公司中排名 第40，较去年同报告期经营活动现金净流入增加1400.61万元。 公司最新资产负债率为51.13%，较上季度资产负债率减少0.16个百分点。 公司最新毛利率为33.41%，在已披露的同业公司中排名第19，较上季度毛利率增加1.57个百分点，较去年同期毛利率增加1.54个百分点，实现3年连续上 涨。最新ROE为2.21%。 公司股东户数为1.59万户，前十大股东持股数量为5735.45万股，占总股本比例为49.02%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | l | 山西红太阳旅游开发有限公司 | 15.0. | | 2 | 北京白泽长瑞企业管理中心(有限合伙 ...

智通财经APP讯，金利华电(300069.SZ)发布2025年半年度报告，该公司营业收入为9365.91万元，同比 增长8.59%。归属于上市公司股东的净利润为623.18万元，同比增长10.72%。归属于上市公司股东的扣 除非经常性损益的净利润为393.49万元，同比增长2.51%。基本每股收益为0.0533元。 ...

格隆汇8月26日丨金利华电(300069.SZ)公布2025年半年度报告，上半年公司实现营业收入9365.91万元， 同比增长8.59%归属于上市公司股东的净利润623.18万元，同比增长10.72%；归属于上市公司股东的扣 除非经常性损益的净利润393.49万元，同比增长2.51%；基本每股收益0.0533元。 ...

| 非经营性资金占用 | 资金占用方名称 | 占用方与上市公司的 关联关系 | 上市公司核算的会计 科目 | 2025年期初占用资金 余额 | 2025年1-6月占用累计 发生金额 | （不 | 2025年1-6月占用资金 | 2025年1-6月偿还累计 发生金额 | 2025年6月30日占用资 金余额 | 占用形成原因 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 含利息） | | 的利息(如有） | | | | | | 控股股东、实际控制人及其附属企业 | | | | | | | | | | | | | 小计 | - | - | - | | | | | | | - | - | | 前控股股东、实际控制人及其附属企业 | | | | | | | | | | | | | 小计 | - | - | - | | | | | | | - | - | | 其他关联方及其附属企业 | | | | | | | | | | | | | 小计 | - | - | - | | | | ...

证券代码：300069 证券简称：金利华电 公告编号：2025-058 金利华电气股份有限公司 第六届董事会第十五次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或者重大遗漏。 一、董事会会议召开情况 金利华电气股份有限公司（以下简称"公司"）第六届董事会第十五次会议 通知于 2025 年 8 月 15 日通过电子邮件、传真或专人送达的方式发出，会议于 2025 年 8 月 26 日（星期二）在公司会议室以现场结合通讯表决的方式召开。会 议应出席董事 6 名，实际出席董事 6 名，本次会议由公司董事长韩长安先生主持， 公司高管人员列席了会议。会议出席人数、召开程序、议事内容等均符合《公司 法》和《公司章程》的规定。 二、董事会会议审议情况 1、审议通过《2025 年半年度报告全文》及《2025 年半年度报告摘要》 经审议，董事会认为：公司《2025 年半年度报告全文》及《2025 年半年度 报告摘要》符合《公司法》、《证券法》、《上市公司信息披露管理办法》等相关规 定，报告内容真实、准确、完整地反映了公司 2025 上半年的经营情况，不存在 任何虚假记载、误 ...

智通财经APP讯，金利华电(300069.SZ)发布2025年半年度报告，该公司营业收入为9365.91万元，同比 增长8.59%。归属于上市公司股东的净利润为623.18万元，同比增长10.72%。归属于上市公司股东的扣 除非经常性损益的净利润为393.49万元，同比增长2.51%。基本每股收益为0.0533元。 ...

金利华电气股份有限公司 2025 年半年度报告全文 金利华电气股份有限公司 2025 年半年度报告 2025-057 2025 年 8 月 26 日 1 金利华电气股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、董事、高级管理人员保证半年度报告内容的真实、准确、 完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法 律责任。 公司负责人王军、主管会计工作负责人魏枫及会计机构负责人(会计主管 人员)周丰婷声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | | 2 | 1.2 | | --- | --- | --- | | | | > | | 第一节 | 重要提示、目录和释义 2 | | --- | --- | | 第二节 | 公司简介和主要财务指标 6 | | 第三节 | 管理层讨论与分析 9 | | 第四节 | 公司治理、环境和社会 21 | | 第五节 | 重要事项 24 | | 第六节 | 股份变动及股东情况 32 | | 第七节 | 债券相关 ...

Market Performance - The three major indices experienced an increase during the week of August 11 to August 15, with the Shanghai Composite Index rising by 1.70%, the Shenzhen Component Index by 4.55%, and the ChiNext Index by 8.58% [1][2]. Individual Stock Performance - The top-performing stock for the week was Oulutong, which surged by 82.52%. Other notable gainers included Zhongyou Technology (74.05%), Sainuo Medical (69.13%), and Dayuan Pump Industry (61.11%) [3][5]. - Conversely, the worst-performing stock was Jinlihua Electric, which fell by 28.31%, followed by Jihua Group and Tianfulong with declines of 25.76% and 22.50%, respectively [3][5]. Trading Activity - A total of 105 stocks had a turnover rate exceeding 100% during the week, with C Guangjian Technology leading at 286.40% [6][7]. - The sectors with the highest turnover rates included machinery, computers, and electronics [6]. Capital Flow - Non-bank financials and banks attracted significant capital inflows, with the non-bank financial sector seeing over 12 billion yuan in net inflows. Dongfang Caifu led individual stocks with a net inflow of 9.005 billion yuan [8][9]. - Notable net inflows were also observed in Ningde Times (2.563 billion yuan) and Geer Shares (1.406 billion yuan) [8][9]. Margin Trading - New Yisheng topped the list for margin trading with a net buy of 1.153 billion yuan, reflecting a weekly increase of 27.94% [10][11]. - Other significant net buys included Industrial Fulian and Dongfang Caifu, while stocks like Muyuan Foods and Zhongkong Technology faced net sell-offs [10][11]. Institutional Research - The most researched stock by institutions was Nanwei Medical, with 183 institutions participating in its research. Other stocks like Anjisi and Jinchengzi also received significant attention [12][13]. - The focus of institutional research was primarily on sectors such as integrated circuits, industrial machinery, and electronic components [12]. New Institutional Ratings - Several stocks received new ratings from institutions, including Ousheng Electric, which was rated "Outperform" with a target price of 38.16 to 45.10 yuan [15][16]. - Other stocks like Boshang Optoelectronics and Ying Shi Innovation also received buy ratings with specified target prices [15][16].

Market Overview - A-shares indices experienced an overall increase from August 11 to August 15, with the Shanghai Composite Index rising by 1.7% to close at 3696.77 points, the Shenzhen Component Index increasing by 4.55% to 11634.67 points, and the ChiNext Index surging by 8.58% to 2534.22 points [2] - Approximately 55% of stocks saw gains during the week, with 263 stocks rising over 15% and 10 stocks declining over 15% [2] Top Performing Stocks - The top-performing stock, Oulutong (300870.SZ), surged by 82.52% during the week, reaching a price of 249.88 yuan per share, marking a new high since its listing [3] - Other notable gainers included Zhongyou Technology (688648.SH) with a 74.05% increase, and Sainuo Medical (688108.SH) and Dayuan Pump Industry (603757.SH), both achieving over 60% growth [2][3] Liquid Cooling Server Sector - The liquid cooling server concept has been active, with the related index rising by 19.77% from August 1 to August 15 [5] - The demand for liquid cooling technology is expected to grow significantly due to increasing heat dissipation challenges in data centers and computing equipment [6] - IDC forecasts a compound annual growth rate of approximately 48% for China's liquid cooling server market from 2025 to 2029, with the market size projected to reach about $16.2 billion by 2028 [6] Company Performance - Oulutong reported a revenue of 888 million yuan in Q1 2025, reflecting a year-on-year growth of 27.65%, and a net profit of approximately 49.57 million yuan, up 59.06% year-on-year [7] - The company has fully utilized the funds raised from its initial public offering as of the announcement date [7] Underperforming Stocks - Jinhui Electric (300069.SZ) was the worst-performing stock, with a decline of 28.31% during the week, primarily due to the termination of a significant asset restructuring plan [9][12] - The company specializes in the research, production, and sales of glass insulators and has stated that the termination of the restructuring will not significantly impact its existing operations [12][13]

Market Performance - A-shares indices experienced an overall increase from August 11 to August 15, with the Shanghai Composite Index rising by 1.7% to close at 3696.77 points, the Shenzhen Component Index increasing by 4.55% to 11634.67 points, and the ChiNext Index gaining 8.58% to 2534.22 points [2] - Approximately 55% of stocks saw gains during the week, with 263 stocks rising over 15%, while 10 stocks fell more than 15% [2] Leading Stocks - The top-performing stock, Oulutong (300870.SZ), surged by 82.52% during the week, followed by Zhongyou Technology (688648.SH) with a 74.05% increase, and both Sainuo Medical (688108.SH) and Dayuan Pump Industry (603757.SH) achieving over 60% gains [3][4] Liquid Cooling Server Concept - The liquid cooling server concept has been notably active, with Oulutong being a key player in this sector, focusing on the development, production, and sales of power supply products [4][5] - The liquid cooling server concept index rose by 19.77% from August 1 to August 15, indicating a growing market interest [8] Market Growth Projections - According to IDC, the liquid cooling server market in China is expected to grow at a compound annual growth rate (CAGR) of approximately 48% from 2025 to 2029, reaching a market size of about $16.2 billion by 2028 [9] - Tianfeng Securities estimates that the market size for liquid cooling will reach approximately 35.4 billion, 71.6 billion, and 108.2 billion yuan in 2025, 2026, and 2027 respectively, with a potential to exceed 100 billion yuan by 2027 [9] Company Performance - Oulutong reported a revenue of 888 million yuan for Q1 2025, reflecting a year-on-year growth of 27.65%, and a net profit attributable to shareholders of 49.57 million yuan, up 59.06% year-on-year [10]