东吴证券8月14日发布研报称，给予怡合达（301029.SZ，最新价：25.07元）买入评级。评级理由主要 包括：1）下游需求复苏，2025H1业绩延续高增；2）毛利率显著提升，费用率基本稳定；3）FA业务持 续深化产品开发，FB业务升级开辟增长新曲线。风险提示：制造业复苏不及预期，原材料价格波动， FB业务进展不及预期。 （文章来源：每日经济新闻） ...

Group 1 - China Telecom reported a net profit of RMB 23.017 billion for the first half of 2025, an increase of 5.5% year-on-year [1] - The company's total operating revenue for the same period was RMB 269.42 billion, reflecting a year-on-year growth of 1.3% [1][2] - The net profit attributable to shareholders after excluding non-recurring gains and losses was RMB 21.721 billion, a slight increase of 0.2% year-on-year [1][2] Group 2 - Mobile communication service revenue reached RMB 106.6 billion, up 1.3% year-on-year, while fixed-line and smart home service revenue was RMB 64.1 billion, growing by 0.2% [3] - The number of mobile users increased to 433 million, and broadband users reached 199 million, with mobile ARPU at RMB 46 and broadband ARPU at RMB 48.3 [3] - Revenue from industrial digitalization was RMB 74.9 billion, with AIDC revenue growing by 7.4% [3] Group 3 - Xi'an Yicai's IPO on the Sci-Tech Innovation Board was approved, with projected revenue growth from RMB 1.055 billion in 2022 to RMB 2.121 billion in 2024, a compound annual growth rate of 41.83% [4] - Chipsea Technology plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international strategy and diversify financing [5] - Shunhao Co. also announced plans to issue H-shares and list on the Hong Kong Stock Exchange to support business transformation and global strategy [6] Group 4 - Heertai reported a net profit of RMB 354 million for the first half of 2025, a year-on-year increase of 78.65% [7] - Yiyuan Communication's net profit surged by 125.03% to RMB 471 million, driven by core business improvements and diversification [8] - Jifeng Co. achieved a net profit of RMB 154 million, a significant increase of 189.51%, despite a revenue decline of 4.39% [9]

证券日报网讯 8月14日晚间，怡合达发布公告称，公司于2025年8月13日分别召开了第三届董事会第十 八次会议和第三届监事会第十七次会议，审议通过了《关于使用部分闲置募集资金进行现金管理的议 案》，同意公司对不超过人民币2亿元的闲置募集资金进行现金管理。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 8月14日晚间，怡合达发布公告称，公司第三届监事会第十七次会议审议通过了《关于公 司的议案》等多项议案。 ...

证券日报网讯 8月14日晚间，怡合达发布公告称，公司第三届董事会第十八次会议审议通过了《关于 2025年半年度利润分配方案的议案》等多项议案。 （文章来源：证券日报） ...

证券日报网讯8月14日晚间，怡合达（301029）发布公告称，同意选举黄强先生为公司第三届董事会职 工代表董事。 ...

（编辑 任世碧） 证券日报网讯 8月14日晚间，怡合达发布2025年半年度报告摘要称，公司2025年半年度实现营业收入为 1，460，824，329.34元，同比增长18.70%；实现归属于上市公司股东的净利润为281，679，275.91 元，同比增长26.49%。 ...

怡合达2025半年报 ...

8月14日怡合达发布2025半年度分配预案，拟10派1.5元（含税），预计派现金额合计为9513.04万元。派 现额占净利润比例为33.77%，这是公司上市以来，累计第5次派现。 2025半年度机械设备行业分红排名 | 代码 | 简称 | 每10股送转 | 每10股派现 | 派现金额（万 | | 派现占净利润比例 | 股息率 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | （股） | （元） | 元） | | （%） | （%） | | 002353 | 杰瑞股 份 | 0.00 | 1.5 | 15311.43 | 12.34 | | 0.43 | | 301029 | 怡合达 | 0.00 | 1.5 | 9513.04 | 33.77 | | 0.60 | | 301616 | 浙江华 业 | 0.00 | 4 | 3200.00 | 67.13 | | 0.85 | | 873726 | 卓兆点 | 0.00 | 2.2 | 1805.70 | 67.42 | 0.75 | | --- | --- | --- | --- | --- ...

Group 1 - Tongda Power achieved a net profit of 42.64 million yuan in the first half of 2025, a year-on-year increase of 32.49% [1] - The company reported an operating income of 971 million yuan, up 22.07% year-on-year [1] - Basic earnings per share were 0.26 yuan [1] Group 2 - Hengshen New Materials reported a net loss of 36.70 million yuan in the first half of 2025, compared to a loss of 10.37 million yuan in the same period last year [2][3] - The company's operating income decreased by 24.84% to 1.22 billion yuan [2] Group 3 - Yiming Pharmaceutical's net profit was 37.56 million yuan, down 5.27% year-on-year [4] - The company experienced an 11.52% decline in operating income, totaling 311 million yuan [4] - Basic earnings per share were 0.20 yuan [4] Group 4 - Wangsu Technology achieved a net profit of 37.30 million yuan, a year-on-year increase of 25.33% [5] - The company's operating income was 2.35 billion yuan, up 2.19% year-on-year [5] - Basic earnings per share were 0.1524 yuan [5] Group 5 - Alloy Investment reported a net profit of 4.58 million yuan, a year-on-year increase of 44.12% [6] - The company achieved an operating income of 164 million yuan, up 73.46% year-on-year [6] - Basic earnings per share were 0.0119 yuan [6] Group 6 - Yifan Pharmaceutical's net profit was 30.40 million yuan, a year-on-year increase of 19.91% [8] - The company's operating income was 2.635 billion yuan, up 0.11% year-on-year [8] - Basic earnings per share were 0.25 yuan [8] Group 7 - Guoyao Yizhi reported a net profit of 66.60 million yuan, a year-on-year decrease of 10.43% [9] - The company's operating income was 36.797 billion yuan, down 2.62% year-on-year [9] - Basic earnings per share were 1.20 yuan [9] Group 8 - Hanjia Design expects a net profit of 15 to 16.5 million yuan, a year-on-year increase of 303.20% to 343.52% [10] - The company anticipates a net profit excluding non-recurring gains and losses of 14.5 to 17.5 million yuan, a year-on-year increase of 867.05% to 1067.13% [10] Group 9 - Gansu Energy Chemical announced the resumption of production at its Jinhe Coal Mine after passing safety inspections [16] Group 10 - Chuanjin Nuo reported a net profit of 177 million yuan, a year-on-year increase of 166.51% [18] - The company's operating income was 1.744 billion yuan, up 27.91% year-on-year [18] - Basic earnings per share were 0.6457 yuan [18] Group 11 - Yachuang Electronics achieved a net profit of 40.82 million yuan, a year-on-year increase of 1.47% [19] - The company's operating income was 2.847 billion yuan, up 125.74% year-on-year [19] - Basic earnings per share were 0.29 yuan [19] Group 12 - Yiheda reported a net profit of 282 million yuan, a year-on-year increase of 26.49% [14] - The company's operating income was 1.461 billion yuan, up 18.70% year-on-year [14] - Basic earnings per share were 0.44 yuan [14] Group 13 - Hatao Technology reported a net profit of 38 million yuan, a year-on-year increase of 233.08% [33] - The company's operating income was 1.475 billion yuan, up 1.12% year-on-year [33] - Basic earnings per share were 0.18 yuan [33] Group 14 - Anlu Technology announced that shareholders plan to reduce their holdings by no more than 3.25% of the company's shares [35] Group 15 - Baolidi reported a net profit of 63.81 million yuan, a year-on-year increase of 15.19% [36] - The company's operating income was 676 million yuan, up 1.47% year-on-year [36] - Basic earnings per share were 0.36 yuan [36] Group 16 - Harta Technology reported a net profit of 33.50 million yuan, a year-on-year increase of 55.61% [38] - The company's operating income was 335 million yuan, up 22.54% year-on-year [38] - Basic earnings per share were 0.0698 yuan [38] Group 17 - Huaxia Biological's controlling shareholder received a loan commitment of up to 250 million yuan from China Merchants Bank [58]