日月明公告，2025年上半年营业收入4845.12万元，同比下降20.17%；净利润2185.97万元，同比下降 23.83%。2025年1-6月，公司实现营业收入4845.12万元，较上年同期下降20.17%；归属于上市公司股东 的净利润2185.97万元，较上年同期下降23.83%；归属于上市公司股东的扣除非经常性损益后的净利润 1580.32万元，较上年同期下降25.14%。 ...

江西日月明测控科技股份有限公司 2025 年半年度报告全文 江西日月明测控科技股份有限公司 2025 年半年度报告 2025-021 2025 年 08 月 1 江西日月明测控科技股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 所有董事均已出席了审议本次半年报的董事会会议。 本报告中涉及的未来发展计划等前瞻性陈述属于计划性事项，不构成公 司对投资者的实质性承诺，敬请投资者注意投资风险。 公司面临的风险及应对措施详见本报告"第三节管理层讨论与分析"中 的"十、公司面临的风险和应对措施"，敬请投资者注意阅读，注意投资风 险。 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 | | --- | --- | --- | | 第二节 | 公司简介和主要财务指标 7 | | | 第三节 | 管理层讨论与分析 10 | | | 第四节 | 公司治理、环境和社会 | 26 | | 第五节 | 重要事项 | 28 | | 第六节 | 股份变动及股东情况 | 32 | | 第七节 | 债券相关情况 | 37 | | 第八节 | 财务报告 ...

通过天眼查大数据分析，江西日月明测控科技股份有限公司共对外投资了3家企业，参与招投标项目597 次，知识产权方面有商标信息21条，专利信息128条，此外企业还拥有行政许可10个。 来源：金融界 日月明最新一期业绩显示，截至2025一季报，公司营业总收入2349.04万元、同比减少5.03%，归属净利 润1358.37万元，同比减少3.61%，扣非净利润1033.10万元，同比增长45.50%，流动比率10.715、速动比 率10.550、资产负债率9.39%。 天眼查商业履历信息显示，江西日月明测控科技股份有限公司，成立于2006年，位于南昌市，是一家以 从事研究和试验发展为主的企业。企业注册资本8000万人民币，实缴资本3590.2万人民币。公司法定代 表人为陶捷。 金融界消息 截至2025年8月25日收盘，日月明（300906）报收于33.86元，上涨3.52%，换手率5.44%， 成交量3.89万手，成交金额1.29亿元。 资金流向方面，今日主力资金净流入1717.96万元，占比成交额13.27%。其中，超大单净流入666.08万 元、占成交额5.14%，大单净流入1051.89万元、占成交额8.12% ...

Investment Rating - The report maintains a "Recommended" investment rating for the industry [7] Core Insights - The mechanical export sector shows steady growth, supported by low-altitude economic policies [2][3] - The domestic leading enterprises in the mechanical equipment sector maintain strong competitive advantages in both supply and demand [4] - The report highlights specific investment opportunities in low-altitude economy and mechanical equipment sectors [5] Weekly Market Review - From August 11 to August 15, 2025, the Shanghai Composite Index rose by 1.70%, the Shenzhen Component Index increased by 4.55%, and the ChiNext Index surged by 8.58%. The Shenwan Mechanical Equipment Index rose by 3.21%, outperforming the CSI 300 Index by 0.84 percentage points, ranking 8th among 31 Shenwan first-level industries [12] - Sub-sectors such as general equipment, specialized equipment, and automation equipment saw increases of 3.45%, 4.13%, and 5.45% respectively, while engineering machinery and rail transit equipment experienced slight declines [12][15] Key Sector Tracking Low-altitude Economy - The Yunnan provincial government has issued measures to support the healthy development of the low-altitude economy, including 15 specific initiatives aimed at enhancing safety supervision, supporting drone testing, and expanding international markets [3][21] - Shanghai plans to establish a low-altitude industry fund to encourage research institutions to set up project companies for technological breakthroughs [3] Mechanical Equipment - In July 2025, sales of various types of forklifts reached 118,605 units, a year-on-year increase of 14.4%. Domestic sales accounted for 69,700 units, up 14.3%, while exports totaled 48,905 units, up 14.5% [4] - For the first seven months of 2025, a total of 857,939 forklifts were sold, marking a 12% year-on-year increase, with domestic sales up 10.4% and exports up 15.1% [4] Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, and Huasheng Group [5] - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli [5]

Group 1 - The general equipment sector increased by 1.42% on August 11, with Zhejiang Huaye leading the gains [1] - The Shanghai Composite Index closed at 3647.55, up 0.34%, while the Shenzhen Component Index closed at 11291.43, up 1.46% [1] Group 2 - Notable gainers in the general equipment sector included Xiangjiang Nanya, which rose by 10.35% to a closing price of 53.50, and Wande Kai, which increased by 10.12% to 33.19 [1] - Other significant performers included Junmo Co., Da Yuan Pump Industry, and Huanghe Xuanfeng, with respective increases of 10.05%, 10.01%, and 10.00% [1] Group 3 - The general equipment sector experienced a net outflow of 640 million yuan from institutional funds, while retail investors contributed a net inflow of 808 million yuan [2] - The top individual stock performers in terms of trading volume and turnover were highlighted, with Huanghe Xuanfeng achieving a turnover of 1.184 billion yuan [1][2]

Group 1 - The A-share market saw a significant rise in railway equipment stocks, with notable increases in several companies [1] - Jiaoda Iron and Steel surged over 27%, while Jinying Heavy Industry hit the daily limit with a 20% increase [1] - Other companies such as Tieda Technology, Xianghe Industrial, and Tiekan Haoke also experienced substantial gains, ranging from over 9% to 10% [1]

Market Overview - On August 6, the Shanghai Composite Index rose by 0.45%, with the total margin trading balance reaching 2009.41 billion yuan, an increase of 9.155 billion yuan compared to the previous trading day [1] - The margin trading balance in the Shanghai market was 1023.066 billion yuan, up by 3.839 billion yuan; in the Shenzhen market, it was 979.971 billion yuan, up by 5.161 billion yuan; and in the Beijing Stock Exchange, it was 6.377 billion yuan, up by 0.155 billion yuan [1] Industry Analysis - Among the industries tracked by Shenwan, 21 industries saw an increase in margin trading balances, with the mechanical equipment industry leading with an increase of 2.043 billion yuan, followed by the electronics and defense industries with increases of 1.395 billion yuan and 1.338 billion yuan, respectively [1] Stock Performance - A total of 2104 stocks experienced an increase in margin trading balances, accounting for 56.70% of the total, with 523 stocks seeing an increase of over 5% [1] - Tianming Technology had the largest increase in margin trading balance, reaching 16.6608 million yuan, a rise of 111.76% from the previous trading day, and its stock price increased by 5.09% [1] - Other notable stocks with significant increases in margin trading balances included Yuanhang Precision and LIGONG Navigation, with increases of 86.49% and 65.40%, respectively [1] Top Gainers and Losers - Among the top 20 stocks with the largest increases in margin trading balances, the average increase in stock prices was 6.11%, with Huami New Materials, Riyue Ming, and Yuanhang Precision leading with increases of 29.96%, 19.99%, and 11.99%, respectively [2] - Conversely, stocks with the largest declines in margin trading balances included Baolijie, with a decrease of 34.99%, followed by Feng'an Co. and Anke Innovation, with declines of 33.76% and 25.58%, respectively [4][5]

证券之星消息，8月6日通用设备板块较上一交易日上涨2.26%，海昌新材领涨。当日上证指数报收于 3633.99，上涨0.45%。深证成指报收于11177.78，上涨0.64%。通用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300885 | 海昌新材 | 28.86 | 20.00% | 46.10万 | | 12.02亿 | | 301616 | 浙江华业 | 52.39 | 20.00% | 9.87万 | | 4.95 Z | | 300906 | 日月明 | 35.66 | 19.99% | 10.90万 | | 3.59亿 | | 300946 | 恒而达 | 64.50 | 13.44% | 10.57万 | | 6.33亿 | | 688697 | 细威数控 | 16.29 | 12.19% | 26.99万 | | 4.28亿 | | 002248 | 华东数控 | 66'01 | 10.01% | 37.40万 | | 4.02亿 ...

1、股东减持股份情况 2、股东本次减持前后持股情况 证券代码：300906 证券简称：日月明 公告编号：2025-018 江西日月明测控科技股份有限公司 关于股东减持计划实施完成的公告 公司股东南昌市国金产业投资有限公司保证向本公司提供的信息内容真 实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 江西日月明测控科技股份有限公司（以下简称"公司"或"本公司"）于 2025 年 5 月 14 日在巨潮资讯网（www.cninfo.com.cn）披露了《关于股东减持股份计划预披露公告》 （公告编号：2025-014），公司股东南昌市国金产业投资有限公司（原名：南昌市国金工 业投资有限公司，以下简称"国金产业"）计划自该减持计划公告披露之日起 3 个交易日 后的 3 个月内以集中竞价交易方式减持公司股份 800,000 股（占公司总股本比例 1%）。 近日，公司收到股东国金产业出具的《关于股东减持计划实施完成的告知函》，截至 本公告日，国金产业本次股份减持计划已实施完成，现将有关情况公告如下： 一、股东减持情况 | 股东 | 减持股 | 减持 ...

江西日月明测控科技股份有限公司 2024 年年度权益分派实施公告 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。 证券代码：300906 证券简称：日月明 公告编号：2025-017 四、权益分派对象 一、股东大会审议通过利润分配预案的情况 1、江西日月明测控科技股份有限公司（以下简称"公司"或"本公司"）2024 年度利 润分配预案已获 2025 年 5 月 21 日召开的 2024 年年度股东大会审议通过，具体内容如下： 以截至 2024 年 12 月 31 日公司股份总数 80,000,000 股为基数，以公司未分配利润向全体股 东按每 10 股派发现金股利人民币 5.00 元（含税），合计派发现金股利 40,000,000.00 元（含 税），占 2024 年度归属于母公司股东净利润的比例为 53.11%，本次利润分配不送红股，不 以资本公积转增股本，剩余未分配利润结转以后年度分配。在本利润分配预案公布后至实施 前，公司出现股权激励行权、可转债转股、股份回购等情形导致公司总股本发生变化的，将 按照现金分红总额不变的原则对分配比例进行相应调整。本次股东大 ...