| 代码 | 简称 | 营业总收入（万 | 同比 | 净利润（万 | 净利润同比 | 半年报预约披露日 | | --- | --- | --- | --- | --- | --- | --- | | | | 元） | （%） | 元） | （%） | 期 | | 300824 | 北鼎股 份 | 43180.69 | 34.05 | 5582.88 | 74.92 | 2025.08.08 | | 301175 | 中科环 保 | 84819.96 | 4.48 | 19626.40 | 19.83 | 2025.08.13 | 北鼎股份预计2025年上半年实现营业收入4.32亿元，同比增长34.05%，实现净利润5582.88万元，同比 增长74.92%，基本每股收益为0.1721元，加权平均净资产收益率为7.83%。 中科环保预计2025年上半年实现营业收入8.48亿元，同比增长4.48%，实现净利润1.96亿元，同比增长 19.83%，基本每股收益为0.1333元，加权平均净资产收益率为5.37%。（数据宝） 创业板公司业绩快报 证券时报·数据宝统计，截至7月31日，共2家创业板公司发布了2025年上半 ...

Group 1 - The small home appliance sector increased by 0.35% on July 30, with Rainbow Group leading the gains [1] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component Index closed at 11203.03, down 0.77% [1] - Key stocks in the small home appliance sector showed varied performance, with Rainbow Group rising by 5.74% to a closing price of 28.17 [1] Group 2 - On the same day, the small home appliance sector experienced a net outflow of 72.98 million yuan from institutional investors, while retail investors saw a net inflow of 90.09 million yuan [2] - Notable net inflows from retail investors were observed in stocks like Covos and Rainbow Group, despite overall institutional outflows [2] - The data indicates a mixed sentiment among different investor types, with retail investors showing interest in certain stocks while institutional investors withdrew funds [2]

Group 1 - The Ministry of Finance has allocated 300 billion yuan in special bonds to support the consumption upgrade policy, with 69 billion yuan recently distributed for the third batch [1][2] - The "old-for-new" policy has led to a significant increase in consumer activity, with 280 million people applying for subsidies, resulting in over 1.6 trillion yuan in sales [2][3] - Companies like Beiding Technology, TCL Smart Home, and Xiugang Glass have reported increased orders and revenue due to the positive impact of the policy [1][3] Group 2 - Beiding Technology reported a 34.05% increase in revenue to 432 million yuan and a 74.92% increase in net profit to 55.83 million yuan in the first half of 2025 [3] - TCL Smart Home emphasized its commitment to high-quality products, benefiting from the increased consumer demand driven by the policy [3] - Foton Motor expects to sell an additional 80,000 to 100,000 vehicles due to the "old-for-new" policy, projecting a net profit increase of 87.5% [3][4]

Core Viewpoint - A total of 16 A-share listed companies disclosed their latest merger and acquisition announcements during the week of July 21 to July 27, with notable transactions including Huylin Ecological's plan to acquire a 49% stake in Wuhan Junheng, and the resumption of trading for its stock on July 28 [1][3]. Group 1: Company Announcements - Huylin Ecological announced on July 25 its intention to purchase a 49% stake in Wuhan Junheng, with its stock set to resume trading on July 28 [3]. - Western Gold announced on July 25 its plan to acquire 100% of Xinjiang Meisheng for 1.655 billion yuan [3]. - Guochuang High-tech announced on July 25 its plan to acquire 100% of Ningbo Guopei for 22.5 million yuan [3]. - Shanghai Pharmaceuticals announced on July 25 its intention to acquire a 10% stake in a financial company held by Shashi Dongtan [3]. - Heng Rui Medicine announced on July 25 its plan to acquire a 1.4587% stake in Chengdu Shengdi Medicine for 4.0144 million yuan [3]. - Yuanli Co. announced on July 24 its intention to purchase 100% of Tongsheng Co., with its stock set to resume trading [3]. - Angel Yeast announced on July 24 its plan to acquire a 55% stake in Zuitong Sugar Industry for 506 million yuan [3]. - Jinlong Co. announced on July 23 its intention to acquire a 29.32% stake in Zhisuang Company [3]. - Huayu Mining announced on July 23 its plan to acquire an 11% stake in Asia Pacific Mining for 300 million yuan [3]. - Titan Technology announced on July 23 its intention to acquire 100% of ASL for approximately 55.85 million yuan [3]. - GoerTek announced on July 22 its plan to acquire Mia Precision Technology Co. and Changhong Industrial Co. for approximately 10.4 billion Hong Kong dollars [3]. - Geer Software announced on July 22 its intention to acquire more than 51% of Weipin Zhiyuan, which owns an intelligent orchestration platform [3]. - Tianrun Industrial announced on July 22 its plan to acquire 100% of Shandong Altai for 13.5 million yuan [3]. - Hanyi Co. announced on July 22 its intention to acquire a 39% stake in Shanghai Pidong Cultural Media for 10.2 million yuan [3]. - ST Xifa announced on July 21 its plan to cash purchase a 50% stake in Lhasa Beer held by Carlsberg, which is expected to constitute a major asset restructuring [3]. - Beiding Co. announced on July 21 its intention to acquire 100% of Zhongshan Kairui for 156 million yuan [3].

Financial Performance - The total operating revenue of the company reached 432 million yuan, an increase of 34.05% compared to 322 million yuan in the same period last year [1] - Operating profit was 65 million yuan, showing a year-on-year growth of 89.60% [1] - Total profit amounted to 65 million yuan, with a growth rate of 90.50% [1] - Net profit attributable to shareholders was 56 million yuan, reflecting a year-on-year increase of 74.92% [1] - The basic earnings per share were 0.1721 yuan, up 75.79% from 0.0979 yuan in the previous year [1] - The weighted average return on equity increased to 7.83%, up 3.40 percentage points from the previous year [1] Asset Overview - As of the end of the reporting period, total assets were 1.023 billion yuan, a growth of 4.58% from 978 million yuan at the beginning of the period [2] - Shareholders' equity attributable to the company was 721 million yuan, an increase of 2.40% [2] - The net asset per share attributable to shareholders was 2.22 yuan, reflecting a 3.02% increase [2] Revenue Breakdown - The "BUYDEEM" segment generated revenue of 356 million yuan, a year-on-year increase of 43.60% [2] - Domestic business revenue was 331 million yuan, showing a significant growth of 48.40%, driven by government policies and base effect [2] - Overseas business revenue was 25 million yuan, with a slight increase of 0.71% [2] - OEM/ODM business revenue reached 76 million yuan, up 2.05% year-on-year [2] Recent Developments - In the 2024 annual report, the company reported operating revenue of 754 million yuan, a year-on-year increase of 13.28% [5] - Net profit attributable to shareholders was 69.51 million yuan, a decrease of 2.59% compared to the previous year [5] - The basic earnings per share for 2024 were reported at 0.21 yuan [5]

Core Viewpoint - The company continues to show improvement in Q2, with significant growth in revenue and profit, supported by national subsidies and expansion into high-end niche markets [1][2]. Financial Performance - In H1 2025, the company achieved revenue of 430 million yuan, a year-on-year increase of 34.1%, and a net profit attributable to shareholders of 56 million yuan, up 74.9% [2]. - Q2 2025 revenue reached 220 million yuan, reflecting a 34.7% year-on-year growth, while net profit attributable to shareholders was 22 million yuan, marking a 140.9% increase [2]. - The company expects net profit attributable to shareholders for 2025-2027 to be 125 million, 147 million, and 169 million yuan, respectively, with EPS projected at 0.38, 0.45, and 0.52 yuan, indicating growth rates of 80.1%, 17.6%, and 14.9% [2]. Business Segments - Domestic business for the company's self-owned brand (Beiding China) generated 331 million yuan in H1 2025, a 48.4% increase year-on-year, with Q1 and Q2 revenues of 166 million and 165 million yuan, respectively [2][3]. - The OEM/ODM business reported 76 million yuan in H1 2025, a 2.05% year-on-year increase, with Q1 and Q2 revenues of 35 million and 41 million yuan, respectively [3]. Market Dynamics - The company benefits from the new appliance replacement subsidy mechanism, which provides higher actual reductions for high-ticket products, enhancing the impact of national subsidies [3]. - The company has increased its offline distribution efforts, collaborating with major retailers like Sam's Club and Pang Donglai to tap into new market segments [3]. Profitability and Efficiency - The company's net profit margin in Q2 2025 was 10.2%, an increase of 4.5% year-on-year, supported by a reduction in the number of online brands and improved competitive dynamics in the industry [3]. - Continuous optimization of operational strategies and internal cost reduction efforts have contributed to the improvement in net profit margins [3].

Group 1 - The core point of the article is that Beiding Co., Ltd. plans to acquire 100% equity of Zhongshan Keri Automation Technology Co., Ltd. for 156 million yuan to enhance its manufacturing capabilities and optimize its business structure [1][2] - The acquisition is part of Beiding's strategy to expand its product lines and improve supply chain management, which is essential for its manufacturing capacity upgrade and overall business layout [1][2] - Zhongshan Keri, established in May 2014, is currently in a loss-making state, with projected revenues of 258 million yuan and 1.199 million yuan for 2024 and the first half of 2025, respectively [2] Group 2 - Beiding's main business includes its own brand "Beiding BUYDEEM" and OEM/ODM services, with a reported revenue of 431 million yuan in the first half of 2025, marking a year-on-year increase of 34.05% [2][3] - The "Beiding BUYDEEM" brand achieved a revenue of 356 million yuan in the first half of 2025, reflecting a growth of 43.6%, driven by domestic market policies and base effects [3] - The company's overseas business faced challenges due to geopolitical tensions and trade uncertainties, resulting in modest growth of 0.71% in international sales [3]

Group 1 - The company Shenzhen Beiding Crystal Technology Co., Ltd. (referred to as "Beiding") has decided to acquire 100% equity of Zhongshan Keri Automation Technology Co., Ltd. for a total price of RMB 156 million [5][7][30] - The acquisition was approved unanimously by the board of directors during the 19th meeting of the fourth board session held on July 21, 2025 [1][8][32] - The board believes that the transaction price is fair and reasonable, and it will not adversely affect the company's financial and operational status [2][30][32] Group 2 - The acquisition will allow Zhongshan Keri to become a wholly-owned subsidiary of Beiding and will be included in the consolidated financial statements of the company [7][12][30] - The transaction does not constitute a related party transaction or a major asset restructuring, thus it does not require approval from the shareholders' meeting [6][8][30] - The acquisition is seen as a strategic move to enhance the company's manufacturing capabilities and expand its product line, supporting overall business growth [29][30] Group 3 - The financial assessment of Zhongshan Keri indicates total assets of RMB 86.6181 million and total liabilities of RMB 21.4037 million, resulting in a net asset value of RMB 65.2144 million [16][20] - The valuation report shows an assessed equity value of RMB 156.4563 million, with an appreciation of RMB 91.2419 million, reflecting a 139.91% increase due to rising land and property values [16][20] - The payment structure for the acquisition includes an initial payment of 95% of the transaction price upon approval from Keri Technology's shareholders, followed by the remaining 5% within a year [22][30]

Core Viewpoint - Shenzhen Beiding Crystal Technology Co., Ltd. (referred to as "the company" or "Beiding") held its 19th meeting of the 4th Board of Directors on July 21, 2025, where it was unanimously agreed that the transaction price for acquiring 100% equity of Zhongshan Keri Automation Technology Co., Ltd. is fair and reasonable, with no adverse impact on the company's financial and operational status [1][2]. Group 1 - The meeting was convened with all 7 directors present, complying with the Company Law and relevant regulations [1]. - The Board of Directors authorized the chairman to implement the transaction, including signing relevant documents as per domestic and international laws [1]. - The decision was made with 7 votes in favor, 0 against, and 0 abstentions, indicating full support from the board members [1]. Group 2 - The company disclosed the acquisition details through various financial news platforms, including the China Securities Journal and Shanghai Securities Journal [2].

3、 根据相关法律法规及《公司章程》的规定，本次交易事项属于董事会决 策权限范围之内，无需提交公司股东大会审议。本次交易尚需等待科瑞技术股东 大会审议，最终能否完成尚存在不确定性，请投资者注意风险。 4、 本次交易的必要性详见正文"八、本次交易的目的和对上市公司的影响"， 风险详见正文"九、本次交易的风险提示"。 请投资者注意风险。 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。 特别提示： 1、 深圳市北鼎晶辉科技股份有限公司（以下简称"公司"或"北鼎股份"） 拟以自有资金人民币 15,600 万元收购深圳科瑞技术股份有限公司（以下简称"科 瑞技术"）全资子公司中山科瑞自动化技术有限公司（以下简称"标的公司"或 "中山科瑞"）100%股权（以下简称"本次交易"、"本次收购"）。本次交易 完成后，中山科瑞将成为公司的全资子公司，并纳入公司合并报表范围。 2、 根据《上市公司重大资产重组管理办法》《深圳证券交易所创业板股票 上市规则》及《深圳证券交易所上市公司自律监管指引第 7 号——交易与关联交 易》等相关法律法规要求，本次交易不构成关联交易，不构成《上市公司 ...