双一科技 20250809 摘要 双一科技 2025 年上半年营收 6.13 亿元，同比增长 190.7%，风电配套 类产品收入增长 78.43%，非金属模具类产品增长 30.52%，车辆部件 类产品增长 26%。预计下半年国内风电装机量保持高位，四季度集中交 付。 海外市场表现强劲，上半年销售额约 7,000 万元，全年预计海外收入占 比接近 50%，显著高于去年。海外交付产品以维斯塔斯和西门子等为主， 毛利率高达 35%-36%，远高于国内市场约 10 个百分点。 风电配套类业务毛利率提升主要受益于国内发货量增加的规模效应、降 本增效以及海外发货增长。预计下半年毛利率维持高位，国内外市场需 求稳定。 2025 年大兆瓦产品开始放量，维斯塔斯 15 兆瓦预计交付十套左右，西 门子 14 兆瓦预计交付三四十套甚至更多，明年有望接近 100 套。全年 机舱罩预计交付 3,500 套，上半年已完成 1,700 多套。 非金属模具类产品中，叶片模具上半年收入与去年持平，预计下半年订 单量因装机量减少而下降。海外市场开拓取得成效，预计全年收入略好 于去年，总体毛利率较高。未来两三年海外模具销售占比有望提升至 20%甚 ...

作为国内领先的风电配套设备生产企业，双一科技（300690）(300690.SZ)稳步推进降本增效，开发新 产品、开拓国际市场，取得成效。 半年报显示，2025年上半年，双一科技实现营业收入5.25亿元，同比增长44.57%；归属于上市公司股东 的净利润(下称"净利润")9987.03万元，同比增长324.5%；扣除非经常性损益后的净利润(下称"扣非净利 润")8613.06万元，同比增长190.7%。 报告期，双一科技的三大主营业务板块中，风电配套类、非金属模具类、车辆覆盖件类业务均实现收入 及毛利率的提升。 长江商报记者注意到，自2017年IPO以来，双一科技未向市场伸手"要钱"，已八年未实施再融资。而公 司年年实施分红，累计派现4.52亿元。 2025年上半年，双一科技IPO募投项目已实现效益。公司还在推进海外资产并购事项，以进一步完善海 外生产基地布局，加速实现全球化战略。 三大主业毛利率均实现提升 自设立以来，双一科技一直专注于复合材料的研发、生产、销售和服务，其主要产品包括新能源风电复 合材料部件、非金属模具产品、车辆轻量化部件、先进复合材料制品、精品游钓艇和先进复合材料制 品、复合材料3D打印部 ...

Core Viewpoint - The recent financial report of Shuangyi Technology (300690) shows significant growth in revenue and net profit for the first half of 2025, indicating strong operational performance and improved profitability metrics [1]. Financial Performance - The total revenue for the first half of 2025 reached 525 million yuan, a year-on-year increase of 44.57% [1]. - The net profit attributable to shareholders was 99.87 million yuan, reflecting a substantial year-on-year growth of 324.5% [1]. - In Q2 2025, the revenue was 332 million yuan, up 42.75% year-on-year, while the net profit for the same quarter was 69.60 million yuan, an increase of 239.4% [1]. Profitability Metrics - The gross margin improved to 28.42%, a year-on-year increase of 20.92% [1]. - The net profit margin reached 19.0%, showing a significant year-on-year increase of 194.23% [1]. - The total of selling, administrative, and financial expenses was 30.47 million yuan, accounting for 5.81% of revenue, down 32.47% year-on-year [1]. Balance Sheet Highlights - Cash and cash equivalents increased to 346 million yuan, a 36.57% rise compared to the previous year [1]. - Accounts receivable rose to 480 million yuan, with a year-on-year growth of 32.89% [1]. - The company’s interest-bearing debt increased to 22.66 million yuan, reflecting a 77.24% year-on-year increase [1]. Shareholder Metrics - The net asset per share was 9.30 yuan, up 9.05% year-on-year [1]. - Earnings per share reached 0.60 yuan, a remarkable increase of 328.57% year-on-year [1]. - Operating cash flow per share was 0.52 yuan, reflecting a 3.56% increase year-on-year [1]. Investment Returns - The company's return on invested capital (ROIC) for the previous year was 5.12%, indicating average capital returns [3]. - The historical median ROIC since the company’s listing is 15.48%, suggesting good investment returns over time [3]. - The company’s net profit margin last year was 9.09%, indicating average added value from products or services [3]. Debt and Receivables Analysis - The company has a healthy cash asset position, but attention is needed on accounts receivable, which has reached 557.91% of profit [3].

2025年8月9日，双一科技(300690.SZ)发布2025年中报。 公司最新总资产周转率为0.27次。最新存货周转率为1.83次。 公司股东户数为2.25万户，前十大股东持股数量为8008.57万股，占总股本比例为48.43%，前十大股东 持股情况如下： 公司最新毛利率为28.42%。最新ROE为6.50%。 公司摊薄每股收益为0.60元。 | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | | 王庆华 | 37.23% | | | 张俊霞 | 2.03% | | U D W N H | 王雪非 | 1.45% | | | 王雪梅 | 1.45% | | | 郑秀莉 | 1.43% | | 6 | 赵福城 | 1.26% | | 7 | 田文勇 | 0.96% | | 9 | UBS AG | 0.90% | | | 孔令辉 | 0.87% | | 10 | 姚建美 | 0.86% | 公司营业总收入为5.25亿元。归母净利润为9987.03万元。经营活动现金净流入为8552.29万元。 公司最新资产负债率为21.87%，较去年同期资产负债率增加1.70个百分点。 ...

外资态度来看，本期较上一季度新披露的外资机构有 1 家 ，即UBS AG。 2025年8月9日，双一科技(300690.SZ)发布2025年半年度报告。截至2025年8月08日，共有3个机构投资 者披露持有双一科技A股股份，合计持股量达303.50万股，占双一科技总股本的1.84%。其中，机构投 资者包括UBS AG、BARCLAYS BANK PLC、J.P.Morgan Securities PLC-自有资金，机构投资者合计持 股比例达1.84%。相较于上一季度，机构持股比例合计上涨了1.84个百分点。 ...

Company Announcements - Jihua Group's main business and existing product system do not involve brain-computer interface related fields [1] - Hongjing Optoelectronics plans to invest 1.533 billion yuan to build a research and manufacturing headquarters project [1] - Zhuojin Co., Ltd. won the bid for soil control project around Longchao Line [1] - Jianghuai Automobile's July sales totaled 25,197 units, a year-on-year decrease of 21.73% [1][2] - Lakala intends to transfer 100% equity of certain subsidiaries [1] - Haitai High-tech completed a buyback, spending a total of 70.91 million yuan to repurchase 6.69995 million shares [1] - Tongchen Beijian reported a net profit of 737 million yuan for the first half of the year, a year-on-year decrease of 17.34% [1][3] - Xuelang Environment's shareholders plan to reduce their holdings by a total of no more than 3% [1] - Huaxia Happiness's shareholders plan to reduce their holdings by a total of no more than 3% [1] - Sanxin Medical plans to issue convertible bonds to raise no more than 530 million yuan [1] - *ST Gaohong's stock may face mandatory delisting due to major legal violations [1] Investment and Financial Data - GAC Group's July automobile sales were 119,482 units, a year-on-year decrease of 15.38% [2] - Minghe Co., Ltd. reported July sales revenue of 41.36 million yuan [2] - Tangrenshen's July pig sales revenue totaled 589.6 million yuan [3] - Tiankang Biological's July pig sales revenue was 335 million yuan [3] - Chongqing Construction's new contract amount for the first half of the year was 24.271 billion yuan, a year-on-year decrease of approximately 19.20% [3] Shareholder Actions - Guangdong Hongda's subsidiary plans to acquire 60% equity of Changzhilin [3] - Ningbo Energy intends to acquire a total of 41% equity of Yongneng Comprehensive Energy [3] - Tianyang Technology plans to invest to acquire 51% equity of Moshuzhiqing [3] - ST Lutong's specific shareholders plan to reduce their holdings by a total of no more than 3.27% [3] - Jiuliang Co., Ltd.'s shareholders plan to reduce their holdings by a total of no more than 3% [3] - Ailis's employee stock ownership platform plans to reduce a total of no more than 13.5 million shares [3] - Huaxia Happiness's shareholders plan to reduce their holdings by a total of no more than 3% [3] Other Developments - Sanxin Medical plans to use the raised funds for the expansion project of producing 10 million blood dialysis membranes and 10 million blood dialysis devices [3]

双一科技2025半年报 ...

2、安科生物：参股公司PA3-17注射液纳入拟突破性治疗品种 安科生物公告，参股公司博生吉医药、博生吉安科自主研发的PA3-17注射液被国家药品监督管理局药 品审评中心纳入拟突破性治疗品种公示名单。PA3-17注射液是全球首款获得新药临床试验批准的靶向 CD7的自体CAR-T细胞治疗产品，用于治疗成人复发/难治性T淋巴母细胞白血病/淋巴瘤(R/R T- ALL/LBL)。该药物于2021年8月获得《药物临床试验批准通知书》，并已完成Ⅰ期注册临床试验，临床 试验数据展现了显著的缓解率和可控的安全性，最佳客观缓解率(ORR)高达84.6%。 3、双一科技：上半年净利润9987万元 同比增长324.5% 双一科技(300690.SZ)公告称，2025年上半年营业收入5.25亿元，同比增长44.57%。净利润9987.03万 元，同比增长324.50%。公司计划不派发现金红利，不送红股，不以公积金转增股本。报告期内，国内 风电装机量提升，海外大MW风机需求逐步增加，公司在以前年度完成的国内外风电头部主机厂大兆瓦 机舱罩首件/小批量产品逐步形成批量订单，大MW风机的增加带动了公司风电配套类产品的销售额增 长。另外，公司 ...

2025年上半年，公司主要产品出货量均较去年同期增长。风电配套类产品（风电机舱罩/轮毂罩和叶片 根）收入2.27亿元，比去年同期增长78.43%；非金属模具类产品收入2.09亿元，比去年同期增长 30.52%；车辆部件类产品（含工程机械/商用车和乘用车）收入7,552.74万元，较去年同期增长26.06%。 智通财经APP讯，双一科技(300690.SZ)发布2025年半年度报告，该公司营业收入为5.25亿元，同比增长 44.57%。归属于上市公司股东的净利润为9987.03万元，同比增长324.50%。归属于上市公司股东的扣除 非经常性损益的净利润为8613.06万元，同比增长190.70%。基本每股收益为0.6元。 ...

山东双一科技股份有限公司 关于 2025 年半年报告披露的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 山东双一科技股份有限公司《<2025 年半年度报告全文>及其摘要》于 2025 年 08 月 07 日经公司第四届董事会第七次会议审议通过，于 2025 年 08 月 09 日在中国证监会指定的创 业板信息披露网站巨潮资讯 www.cninfo.com.cn 披露，敬请投资者注意查阅。 特此公告 证券代码：300690 证券简称：双一科技 公告编号：2025-036 董事会 2025 年 08 月 08 日 山东双一科技股份有限公司 ...