据证券之星公开数据整理，近期晓程科技（300139）发布2025年中报。截至本报告期末，公司营业总收 入2.18亿元，同比上升65.78%，归母净利润4244.88万元，同比上升114.2%。按单季度数据看，第二季 度营业总收入1.27亿元，同比上升116.46%，第二季度归母净利润3144.18万元，同比上升228.53%。本 报告期晓程科技盈利能力上升，毛利率同比增幅42.45%，净利率同比增幅0.46%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率64.84%，同比增42.45%，净利率23.79%，同比 增0.46%，销售费用、管理费用、财务费用总计5115.28万元，三费占营收比23.45%，同比增2.36%，每 股净资产3.87元，同比增10.04%，每股经营性现金流0.17元，同比增332.2%，每股收益0.15元，同比增 114.29% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 1.32亿 | 2.18亿 | 65.78% | | 归母净利润(元) | 1981.7万 | 4244.8 ...

2024年1至12月份，晓程科技的营业收入构成为：黄金销售占比86.39%，电子信息产业占比6.21%，太 阳能发电占比3.72%，其他业务占比2.82%，精准扶贫光伏发电占比0.86%。 （记者 张喜威） 每经AI快讯，晓程科技（SZ 300139，收盘价：19.55元）8月25日晚间发布公告称，公司第九届第二次 董事会会议于2025年8月25日在公司会议室以现场结合通讯的方式召开。会议审议了《关于公司2025年 半年度报告及摘要的议案》等文件。 每经头条（nbdtoutiao）——租下2.5万亩"试验田"，兽医学博士在非洲种粮：首季亩产250斤，打算扩至 10万亩，月薪1~2万元招人 ...

智通财经APP讯，晓程科技(300139.SZ)发布2025年半年度报告，报告期内，公司实现营业收入2.18亿 元，同比增长65.78%。实现归属于上市公司股东的净利润4244.88万元，同比增长114.20%。实现归属于 上市公司股东的扣除非经常性损益的净利润3550.3万元，同比增长263.84%。基本每股收益0.15元。 ...

上市公司2025年半年度非经营性资金占用及其他关联资金往来情况汇总表 编制单位：北京晓程科技股份有限公司 金额单位：人民币万元 | 非经营性资金占用 | 资金占用方名称 | 占用方与上市公 | 上市公司核算的 | 2025年期初占用 | 2025年半年度占用 | 2025年半年度占用资 | 2025年半年度偿还 | 2025年6月30日 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 司的关联关系 | 会计科目 | 资金余额 | 累计发生金额（不 含利息） | 金的利息（如有） | 累计发生额 | 占用资金余额 | 占用形成原因 | 占用性质 | | 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 | | | | | | | | | | ...

北京晓程科技股份有限公司 2025 年半年度报告全文 北京晓程科技股份有限公司 2025 年半年度报告 2025-022 【披露时间】 2025 年 8 月 1 北京晓程科技股份有限公司 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、监事会及董事、监事、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。 公司负责人程毅、主管会计工作负责人周劲松及会计机构负责人(会计主 管人员)薛华丽声明：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。 本年度报告如有涉及未来计划等前瞻性陈述，不构成公司对投资者的实 质承诺，投资者及相关人士均应当对此保持足够的风险认识，并且应当理解 计划、预测与承诺之间的差异。 公司在业务经营过程中，可能面临市场竞争加剧、应收账款风险以及汇 率等方面的风险因素，详情请查阅本报告第三节"管理层讨论与分析"的相 关介绍。 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 | 第一节 | 重要提示、目录和释义 2 | | | --- | --- | ...

证券代码：300139 证券简称：晓程科技 公告编号：2025-021 北京晓程科技股份有限公司 第九届董事会第二次会议决议公告 二、董事会会议审议情况 （一）审议通过《关于公司 2025 年半年度报告及摘要的议案》 具体内容详见公司披露于巨潮资讯网（http://www.cninfo.com.cn）的《2025 年半年度报告》（公告编号：2025-022）、《2025 年半年度报告摘要》（公告编号： 2025-023）。 公司董事会审计委员会已审议通过了该议案中的财务信息部分。 表决结果：9 票同意，0 票反对，0 票弃权。 三、备查文件 2. 北京晓程科技股份有限公司第九届董事会审计委员会第二次会议决议。 特此公告。 一、董事会会议召开情况 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，无虚假记载、 误导性陈述或重大遗漏。 北京晓程科技股份有限公司（以下简称"公司"）第九届董事会第二次会议 于 2025 年 8 月 25 日（星期一）在公司会议室以现场结合通讯的方式召开。会议 通知已于 2025 年 8 月 14 日通过邮件的方式送达各位董事。本次会议应出席董事 9 人，实际出席董事 9 人。 ...

Investment Rating - The industry rating is "Recommended" [4] Core Views - The dovish remarks from Powell have increased expectations for a rate cut in September, benefiting the prices of precious and base metals [3][41] - The market is beginning to price in the likelihood of a rate cut, with a significant increase in the probability of a September cut to 91.1% following Powell's comments [3][41] - Long-term concerns regarding global monetary policy and debt are expected to support gold prices, with the passage of the "Big and Beautiful" act projected to increase the US fiscal deficit by $3.4 trillion [3][15] Summary by Sections Precious Metals - Gold prices increased by 1.05% to $3,417.20 per ounce, while silver rose by 2.26% to $38.88 per ounce [1][24] - SPDR Gold ETF holdings decreased by 276,237.73 troy ounces, while SLV Silver ETF holdings increased by 6,992,897.80 ounces [24] - The gold-silver ratio fell by 1.19% to 87.89, indicating a potential recovery in silver prices due to increased industrial demand [1][43] Base Metals - Copper prices rose by 0.37% to $9,796.50 per ton on the LME, while aluminum increased by 0.73% to $2,622.00 per ton [6][48] - Supply disruptions from overseas mines continue to tighten raw material availability, with Peru's copper production increasing by 7.1% year-on-year [7][68] - The market anticipates a cautious improvement in consumption as the traditional peak season approaches [7][70] Small Metals - Magnesium prices remain stable at 18,920 yuan per ton, with tight inventory levels among producers [81] - Molybdenum prices have shown positive trends, with molybdenum iron prices rising by 3.60% to 287,500 yuan per ton [14][82] - The demand for molybdenum is expected to remain strong, supported by tight supply conditions [14][82]

Investment Rating - Industry rating: Recommended [5] Core Insights - In Q2 2025, global gold demand increased by 102 tons to 1079 tons, with gold ETF demand rising by 178 tons to 171 tons [1][2] - Total gold supply in Q2 2025 grew by 3% year-on-year, reaching 1249 tons, primarily due to record-high mining output of 909 tons [1][15] - Investment demand for gold surged by 78% year-on-year to 477.2 tons, driven largely by significant inflows into gold ETFs [4][38] Supply Summary - Q2 2025 gold supply reached 1249 tons, a 3% increase year-on-year, with mining output at a record 909 tons [1][15] - Gold recycling in Q2 2025 rose by 4% to 347 tons, maintaining a steady supply despite fluctuations in gold prices [23][25] Demand Summary - Total gold demand in Q2 2025 was 1079 tons, a 10% increase year-on-year but a 17% decrease quarter-on-quarter [2][29] - Jewelry demand fell by 14% year-on-year to 341 tons, marking the lowest level since Q3 2020 [3][31] - Investment demand for gold bars and coins grew by 11% year-on-year to 307 tons, indicating strong investor interest [7][42] - Central bank demand for gold remained robust at 166.5 tons, despite a 21% year-on-year decline [8][50] Jewelry Demand Insights - Q2 2025 saw a 20% year-on-year decline in gold jewelry demand in China, totaling 69 tons, reflecting ongoing economic challenges [3][33] - In India, gold jewelry consumption decreased by 17% to 89 tons, with the first half of 2025 showing the second-lowest demand since 2000 [3][34] Investment Demand Insights - Gold ETF holdings increased by 170 tons in Q2 2025, contrasting with a decrease of 7 tons in the same period last year [4][41] - North American gold ETFs saw a significant increase of 73 tons, while Asian ETFs also reported strong demand [4][41] Central Bank Demand Insights - Central banks collectively purchased 166.5 tons of gold in Q2 2025, a decrease from previous quarters but still above historical averages [8][50] - Poland emerged as the largest buyer, adding 19 tons to its reserves, despite a reduction from earlier purchases [52][51] Industrial Demand Insights - Industrial gold demand slightly decreased by 2% year-on-year to 79 tons, influenced by ongoing trade uncertainties and rising gold prices [9][56] - Demand for gold in electronics fell by 2% to 66 tons, with challenges stemming from tariffs and export restrictions [9][57]

Group 1 - The value of gold as an investment is highlighted due to ongoing global trade tensions and geopolitical instability, with a positive outlook for medium to long-term price increases [1][4] - On August 4, the precious metals sector opened higher against the market trend, with notable gains in several gold companies: Chifeng Jilong Gold (+5.38%), Shandong Gold (+4.54%), and others [2][1] - The U.S. labor market showed signs of weakness with non-farm payrolls increasing by only 73,000 in July, below the expected 104,000, and the unemployment rate rising to 4.2% [3] Group 2 - Increased risk aversion has driven gold prices higher, with October contracts on the New York Mercantile Exchange surpassing $3,400, reflecting a 2.02% increase [4] - The resilience of the U.S. job market and economic performance may extend the timeline for the Federal Reserve's interest rate cuts, providing a favorable environment for gold investments [4] - Central banks are expected to continue leading gold demand, with projections indicating significant support for gold prices through 2025 [4]

Group 1 - The stock price of Xiaocheng Technology closed at 19.00 yuan on July 31, down 2.06% from the previous trading day [1] - The trading volume on that day was 192,100 hands, with a transaction amount of 364 million yuan, and a turnover rate of 8.22% [1] - Xiaocheng Technology's main business includes integrated circuit design, application, and sales, as well as gold mining and sales [1] Group 2 - The company stated on the interactive platform that there is currently no cooperation with the Yajiang Hydropower Station, emphasizing that business dynamics will be based on regular reports [1] - On July 31, the net outflow of main funds was 36.08 million yuan, accounting for 0.81% of the circulating market value [1] - The current price-to-earnings ratio of the stock is 118.24 times, and the price-to-book ratio is 5.11 times [1]