HNDI(300732)
Search documents
设研院:持续失速何时了?近3年机构调研+研报“零覆盖”,2家QFII减持
Zheng Quan Shi Bao Wang· 2025-11-26 09:52
作为河南省唯一的工程咨询服务行业A股公司,近5年来,设研院(300732)的业绩呈现大幅波动的局面——营收波动变大甚 至下滑,2020年为截至当前最后一次年度净利润双位数增长的年份。 根据公开介绍,公司是一家聚焦于交通、城建、建筑、矿山、水利、环境、能源电力七大领域,为建设工程提供专业技术 服务以及其他延伸服务的工程咨询公司。 从二级市场来看,截至11月26日,设研院收盘价(不复权)不足8元,年内涨幅18.11%。然而,创业板指年内涨幅超过 40%,河南省创业板公司平均涨幅超过了30%。 也就是说,公司远远跑输创业板整体水平,其最新收盘价居河南省创业板公司第4低。从月线看,公司股价已连跌4个月, 自今年7月初至11月(截至11月26日),公司股价回撤超过40%,回撤幅度位居河南创业板公司首位。 研发费用持续缩水 连续7个季度净利润亏损 财务数据显示,设研院2023年、2024年营业收入持续下滑,2024年公司实现营业收入15.01亿元,几乎回到2019年的水平。 今年前三季度,公司实现营业收入11.07亿元,较去年同期已有所回暖,然而这种回暖的迹象是由于上半年的增长带来的; 今年第三季度,公司营业收入依然同比 ...
设研院涨2.09%,成交额986.44万元,主力资金净流入4.27万元
Xin Lang Zheng Quan· 2025-11-24 01:48
资料显示,河南省中工设计研究院集团股份有限公司位于河南省郑州市郑东新区泽雨街9号,成立日期 2007年8月22日,上市日期2017年12月12日,公司主营业务涉及咨询、规划、勘察、设计、测绘、试 验、检测、监测、监理和项目管理等工程咨询服务。主营业务收入构成为:工程设计、咨询及管理 97.70%,其他(补充)2.30%。 设研院所属申万行业为:建筑装饰-工程咨询服务Ⅱ-工程咨询服务Ⅲ。所属概念板块包括:设计咨询、 房屋检测、车联网(车路云)、DeepSeek概念、低空经济等。 截至11月20日,设研院股东户数3.04万,较上期减少2.87%;人均流通股12178股,较上期增加2.96%。 2025年1月-9月,设研院实现营业收入11.07亿元,同比增长14.80%;归母净利润-5488.96万元,同比增 长63.01%。 分红方面,设研院A股上市后累计派现4.21亿元。近三年,累计派现1.62亿元。 11月24日,设研院盘中上涨2.09%,截至09:36,报7.80元/股,成交986.44万元,换手率0.34%,总市值 28.90亿元。 资金流向方面,主力资金净流入4.27万元,大单买入99.27万元,占比1 ...
设研院:截至11月20日,公司股东人数为30394户
Zheng Quan Ri Bao Wang· 2025-11-21 11:41
证券日报网讯设研院(300732)11月21日在互动平台回答投资者提问时表示,截至11月20日,公司股东 人数为30394户。 ...
设研院跌2.10%,成交额3256.91万元,主力资金净流出438.93万元
Xin Lang Cai Jing· 2025-11-19 03:20
11月19日,设研院盘中下跌2.10%,截至10:53,报7.91元/股,成交3256.91万元,换手率1.10%,总市值 29.31亿元。 机构持仓方面,截止2025年9月30日,设研院十大流通股东中,华泰柏瑞中证2000指数增强A (019923)位居第六大流通股东,持股119.51万股,为新进股东。诺安多策略混合A(320016)退出十 大流通股东之列。 责任编辑:小浪快报 资料显示,河南省中工设计研究院集团股份有限公司位于河南省郑州市郑东新区泽雨街9号,成立日期 2007年8月22日,上市日期2017年12月12日,公司主营业务涉及咨询、规划、勘察、设计、测绘、试 验、检测、监测、监理和项目管理等工程咨询服务。主营业务收入构成为:工程设计、咨询及管理 97.70%,其他(补充)2.30%。 设研院所属申万行业为:建筑装饰-工程咨询服务Ⅱ-工程咨询服务Ⅲ。所属概念板块包括:设计咨询、 房屋检测、车联网(车路云)、DeepSeek概念、人工智能等。 截至11月10日,设研院股东户数3.13万,较上期减少0.90%;人均流通股11828股,较上期增加0.91%。 2025年1月-9月,设研院实现营业收入11 ...
工程咨询服务板块11月7日跌1.21%,中设咨询领跌,主力资金净流出6.67亿元
Zheng Xing Xing Ye Ri Bao· 2025-11-07 08:37
Core Viewpoint - The engineering consulting services sector experienced a decline of 1.21% on November 7, with Zhongshe Consulting leading the drop. The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1]. Group 1: Market Performance - The engineering consulting services sector saw a net outflow of 667 million yuan from main funds, while retail investors contributed a net inflow of 422 million yuan [2][3]. - Notable stock performances included N Zhongcheng, which surged by 170.08% to close at 38.54 yuan, and Zhongshe Consulting, which fell by 4.08% to close at 8.47 yuan [1][2]. Group 2: Individual Stock Analysis - The top gainers in the sector included: - N Zhongcheng: 38.54 yuan, +170.08%, 114,800 shares traded, 462 million yuan in transaction value - Zhongda An: 14.97 yuan, +2.67%, 44,300 shares traded, 6.61 million yuan in transaction value [1]. - The top losers included: - Zhongshe Consulting: 8.47 yuan, -4.08%, 173,600 shares traded, 153 million yuan in transaction value - Shanshui Bide: 49.33 yuan, -3.44%, 9,767 shares traded, 49.16 million yuan in transaction value [2].
设研院连续七个季度亏损,近35亿元信用资产,正成为业绩“杀手”
Zheng Quan Shi Bao Wang· 2025-11-03 12:24
Core Viewpoint - The company continues to face significant operational challenges, with net profits in a continuous loss for seven consecutive quarters, high accounts receivable, and imbalances in operational efficiency, particularly in balancing R&D and cost control [1][2][4]. Financial Performance - In Q3, the company reported revenue of 316 million yuan, a year-on-year decrease of 8.12% and a quarter-on-quarter decrease of 27.09%, marking the lowest quarterly revenue since 2019 [2]. - The net loss for Q3 expanded to 29.64 million yuan, continuing a trend of losses for seven consecutive quarters [2]. - For the first three quarters, the company achieved revenue of 1.107 billion yuan, a year-on-year increase of 14.08%, but reported a net loss of 54.89 million yuan, which is a reduction in losses of over 60% compared to the same period last year [4]. Asset Management - The company's total assets reached 6.557 billion yuan by the end of Q3, an increase of nearly 50 million yuan since the beginning of the year, primarily due to debt-to-equity swaps [5]. - Accounts receivable and contract assets remain high, with accounts receivable and notes totaling 1.712 billion yuan, other receivables at 138 million yuan, and contract assets at 1.595 billion yuan, collectively accounting for over 52% of total assets [5]. - The company has recognized asset impairment losses totaling 141 million yuan in Q3, with credit impairment losses accounting for 125 million yuan [4][5]. Cost Management - In response to ongoing losses, the company has reduced operational costs, with management expenses decreasing by 31.6 million yuan, R&D expenses down by 23.98 million yuan, and sales expenses reduced by 4.13 million yuan [7]. - The expense ratio fell to 16.14%, with management and R&D expenses decreasing by 32.93% and 33.00%, respectively [7]. - However, the significant reduction in R&D expenses poses long-term risks, as the R&D expense to total revenue ratio has dropped to 4.4%, the lowest in history, which may impact the company's competitive edge in technology and innovation [7]. Profitability Challenges - The company's gross margin has been declining since 2018, with a sales gross margin of 23.14% in the first three quarters of this year, which, although improved from last year, is significantly lower than the historical high of over 40% [7].
设研院:截至10月31日公司股东人数为31578户
Zheng Quan Ri Bao· 2025-11-03 08:43
Group 1 - The core point of the article is that as of October 31, the number of shareholders for the company reached 31,578 [2]
设研院的前世今生:2025年三季营收低于行业均值,净利润垫底,资产负债率高于同行
Xin Lang Zheng Quan· 2025-10-31 10:39
Core Viewpoint - The company, established in 2007 and listed in 2017, is a prominent engineering consulting service provider in China, offering a full range of services across various engineering consulting segments [1] Group 1: Business Performance - In Q3 2025, the company's revenue was 1.107 billion, ranking 15th out of 46 in the industry, below the industry average of 1.579 billion [2] - The net profit for the same period was -59.41 million, placing the company 44th in the industry, significantly lower than the industry average of 76.39 million [2] Group 2: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 54.71%, higher than the industry average of 42.53%, but down from 59.02% in the same period last year [3] - The gross profit margin was 23.14%, below the industry average of 27.95%, although it improved from 19.86% year-on-year [3] Group 3: Executive Compensation - The chairman's salary for 2024 was 366,700, a decrease of 467,500 from 2023 [4] - The general manager's salary for 2024 was 358,400, down by 390,400 from the previous year [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 4.41% to 30,800, while the average number of shares held per shareholder increased by 4.61% to 12,000 [5]
设研院跌2.05%,成交额2816.01万元,主力资金净流出350.53万元
Xin Lang Cai Jing· 2025-10-29 02:02
Core Points - The company's stock price decreased by 2.05% on October 29, reaching 8.13 CNY per share, with a total market capitalization of 3.013 billion CNY [1] - Year-to-date, the company's stock has increased by 21.71%, but it has seen a decline of 7.19% in the last five trading days [1] - The company reported a revenue of 1.107 billion CNY for the period from January to September 2025, representing a year-on-year growth of 14.80% [2] Financial Performance - The company recorded a net profit attributable to shareholders of -54.89 million CNY for the same period, which is a 63.01% increase year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 421 million CNY, with 162 million CNY distributed over the last three years [3] Shareholder Information - As of October 20, the number of shareholders increased to 31,100, with an average of 11,917 circulating shares per shareholder [2] - The sixth largest circulating shareholder is Huatai-PB CSI 2000 Index Enhanced A, holding 1.1951 million shares as a new entrant [3]
设研院:2025年前三季度净利润约-5489万元
Mei Ri Jing Ji Xin Wen· 2025-10-27 16:27
Group 1 - The core viewpoint of the news is that the company, 设研院, reported its third-quarter performance, showing a revenue increase but a net loss [1] - For the first three quarters of 2025, the company's revenue was approximately 1.107 billion yuan, representing a year-on-year increase of 14.8% [1] - The net profit attributable to shareholders was a loss of approximately 54.89 million yuan, with basic earnings per share reflecting a loss of 0.17 yuan [1] Group 2 - As of the report, the market capitalization of 设研院 is 3.1 billion yuan [2] - There are claims regarding a company promoting the tokenization of real estate overseas, with individuals who paid describing it as "a toothpick prying the earth" [2]