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。 新华都特种电气股份有限公司（以下简称"公司"或"本公司"）于 2025 年 7 月 21 日披露了《关于公司控股股东、实际控制人及其一致行动人减持股份的预 披露公告》（公告编号：2025-046）。控股股东、实际控制人及其一致行动人 谭勇先生、宗丽丽女士、李淑芹女士和宗宝峰先生合计持有公司股份 213,325,725 股，占公司总股本剔除回购专用证券账户的股本的比例为 57.49%， 计划以集中竞价或大宗交易方式减持公司股份数量不超过 11,132,400 股，占公 司总股本剔除回购专用证券账户的股本的比例为 3%，其中，以集中竞价方式减 持不超过 3,710,800 股，占公司总股本剔除回购专用证券账户的股本的比例为 1%；以大宗交易方式减持不超过 7,421,600 股，占公司总股本剔除回购专用证 券账户的股本的比例为 2%。 证券代码：301120 证券简称：新特电气 公告编号：2025-056 新华都特种电气股份有限公司 关于控股股东、实际控制人及其一致行动人 持股比例变动触及 1%整数倍的公告 公司控股股东、实际控制人及其一致行动人 ...

Summary of Key Points Core Viewpoint - As of August 25, 1687 companies have released their semi-annual reports for 2025, with 977 reporting a year-on-year increase in net profit, while 710 reported a decline. Additionally, 1039 companies saw an increase in operating revenue, while 648 experienced a decrease. A total of 771 companies reported simultaneous growth in both net profit and operating revenue, while 442 companies saw declines in both metrics. Notably, 228 companies achieved a doubling of their performance, with Xinte Electric showing the highest increase at 49775.01% [1]. Company Performance - Xinte Electric (301120) reported earnings per share of 0.0100, with a net profit of 532.87 million and a year-on-year increase of 49775.01%. Its operating revenue reached 19265.03 million, reflecting a 16.10% increase [1]. - Fujilay (301258) achieved a net profit of 4307.66 million, with a year-on-year increase of 12430.96% and operating revenue of 22390.97 million, up by 3.36% [1]. - Taiji Holdings (300046) reported a net profit of 3972.84 million, with a year-on-year increase of 3789.41% and operating revenue of 17878.78 million, up by 4.18% [1]. - Other notable companies include: - Lian Di Xin (839790) with a net profit of 1012.23 million, a year-on-year increase of 3149.79%, but a decline in operating revenue by 8.10% [1]. - Shanda Holdings (603086) reported a net profit of 13603.97 million, with a year-on-year increase of 2561.58% and operating revenue of 142261.73 million, up by 11.82% [1]. Revenue and Profit Trends - A total of 771 companies reported simultaneous growth in both net profit and operating revenue, indicating a positive trend in the market [1]. - Conversely, 442 companies experienced declines in both metrics, highlighting potential challenges within certain sectors [1]. - The overall performance of companies shows a mixed landscape, with significant outliers achieving extraordinary growth while others face difficulties [1].

Core Viewpoint - New Special Electric (301120) reported a significant increase in revenue and net profit for the first half of 2025, indicating strong financial performance despite challenges in gross margin and accounts receivable levels [1][2]. Financial Performance Summary - Total revenue for the first half of 2025 reached 193 million yuan, a year-on-year increase of 16.1% compared to 166 million yuan in 2024 [1]. - The net profit attributable to shareholders was 5.33 million yuan, a dramatic increase of 49,775.01% from a loss of 10.7 thousand yuan in the previous year [1]. - The gross margin decreased to 24.14%, down 16.96% year-on-year, while the net margin improved to 2.08%, an increase of 171.66% [1]. - The total of selling, administrative, and financial expenses was 24.96 million yuan, accounting for 12.95% of revenue, a decrease of 19.99% year-on-year [1]. Cash Flow and Asset Management - Operating cash flow per share was 0.01 yuan, a significant increase of 514.53% year-on-year [1]. - The net increase in cash and cash equivalents was 110.89%, attributed to various factors including reduced interest income and increased tax refunds [3]. - The company’s cash assets are considered very healthy, indicating strong liquidity [4]. Changes in Financial Items - The change in trading financial assets was 84.42%, due to increased purchases of financial products [2]. - Other current assets decreased by 89.8% due to the redemption of financial products [2]. - Other payables increased by 4030.64%, attributed to employee stock ownership plans and advance payments for equity transfers [2]. Investment Return and Market Expectations - Historical data shows a median Return on Invested Capital (ROIC) of 8.94%, with the worst year being 2024 at -4.21% [3]. - Analysts expect the company's performance in 2025 to reach 51 million yuan, with an average earnings per share of 0.14 yuan [4].

Core Insights - As of August 22, 1258 companies have released their semi-annual reports for 2025, with 751 reporting a year-on-year increase in net profit, while 507 reported a decline [1] - Among the companies, 790 reported a year-on-year increase in operating revenue, while 468 reported a decrease [1] - Notably, 600 companies experienced simultaneous growth in both net profit and operating revenue, while 317 companies saw declines in both metrics [1] - A total of 174 companies reported a doubling of their performance, with Xinte Electric showing the highest increase at 49775.01% [1] Company Performance Summary - Xinte Electric (301120) reported earnings per share of 0.0100, with a net profit of 532.87 million and a year-on-year increase of 49775.01%, alongside operating revenue of 19265.03 million, up 16.10% [1] - Fujilai (301258) achieved a net profit of 4307.66 million, marking a year-on-year increase of 12430.96%, with operating revenue of 22390.97 million, up 3.36% [1] - Taiji Stock (300046) reported a net profit of 3972.84 million, with a year-on-year increase of 3789.41%, and operating revenue of 17878.78 million, up 4.18% [1] - Other notable performers include Shijia Optoelectronics (688313) with a net profit increase of 1712.00% and operating revenue growth of 121.12% [1] Additional Company Insights - Companies like Digital Vision (300079) and Wisdom Technology (688636) also reported significant increases in net profit and operating revenue, with year-on-year increases of 2747.64% and 2147.93%, respectively [1] - The report highlights a diverse range of industries, with companies such as Hanyu Pharmaceutical (300199) and Muyuan Foods (002714) also showing strong performance metrics [1][2]

Group 1 - A total of 339 companies released their semi-annual reports for 2025 on August 22, with 175 companies reporting a year-on-year increase in net profit and 164 reporting a decrease [1] - 203 companies experienced a year-on-year increase in operating revenue, while 136 reported a decline [1] - 137 companies saw both net profit and operating revenue increase, including companies like Xinte Electric [1] - 98 companies reported declines in both net profit and operating revenue, with companies like Laimei Pharmaceutical among them [1] - 37 companies had a net profit growth rate exceeding 100%, with Xinte Electric showing the highest increase at 49,775.01% [1] Group 2 - Notable companies with significant financial performance include: - Xinte Electric: Earnings per share of 0.0100, net profit of 5.33 million, net profit growth of 49,775.01%, and operating revenue of 192.65 million with a growth of 16.10% [1] - Fujilai: Earnings per share of 0.4744, net profit of 43.08 million, net profit growth of 12,430.96%, and operating revenue of 223.91 million with a growth of 3.36% [1] - Tai Ji Holdings: Earnings per share of 0.1680, net profit of 39.73 million, net profit growth of 3,789.41%, and operating revenue of 178.79 million with a growth of 4.18% [1] - Hanyu Pharmaceutical: Earnings per share of 0.1600, net profit of 145.47 million, net profit growth of 1,504.30%, and operating revenue of 549.44 million with a growth of 114.86% [1] - Other companies with notable performance include: - Yunnan Zhiye: Earnings per share of 0.0340, net profit of 22.15 million, net profit growth of 339.60%, and operating revenue of 529.50 million with a growth of 52.10% [1] - Suzhou Guder: Earnings per share of 0.0539, net profit of 43.70 million, net profit growth of 310.28%, and operating revenue of 199.29 million with a decline of 28.22% [1]

2025年8月22日，新特电气(301120.SZ)发布2025年中报。 公司营业总收入为1.93亿元，较去年同报告期营业总收入增加2672.04万元，同比较去年同期上涨 16.10%。归母净利润为532.87万元，较去年同报告期归母净利润增加533.94万元。经营活动现金净流入 为489.21万元，较去年同报告期经营活动现金净流入增加607.23万元。 公司最新资产负债率为7.63%。 公司最新毛利率为24.14%。最新ROE为0.35%，较去年同期ROE增加0.36个百分点。 公司摊薄每股收益为0.01元，较去年同报告期摊薄每股收益增加0.01元。 公司股东户数为2.08万户，前十大股东持股数量为2.38亿股，占总股本比例为64.21%，前十大股东持股 情况如下： | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | I | 谭勇 | 54.45% | | 2 | 宗朋朋 | 2.30% | | 4 4 | 李鹏 | 1.69% | | | 王振水 | 1.36% | | 5 | 嘉陵松琦 | 1.11% | | 6 | 萧绍瑾 | 0.89% | | 7 | 新华都特种电 ...

Core Insights - As of August 22, a total of 1,257 A-share listed companies have disclosed their semi-annual reports for 2025, with 1,039 companies reporting profits and 218 companies reporting losses [1] - In terms of net profit, 71 companies achieved over 1 billion yuan, with China Mobile, Kweichow Moutai, and CATL leading the rankings, reporting net profits of 84.235 billion yuan, 45.403 billion yuan, and 30.485 billion yuan respectively [1] - Regarding net profit growth, 297 companies reported an increase of over 50%, with New Special Electric, Fujilai, and Taiji Co., Ltd. at the forefront, showing net profit growth rates of 49,775.01%, 12,430.96%, and 3,789.41% respectively [1] Company Performance - 1,039 companies reported profits, indicating a strong performance in the A-share market [1] - The top three companies by net profit are China Mobile, Kweichow Moutai, and CATL, showcasing significant profitability [1] - The substantial growth rates of net profit in certain companies highlight potential investment opportunities [1]

Group 1 - The company XinTe Electric (SZ 301120) announced on August 21 that its 14th meeting of the 5th Board of Directors was held, where the proposal for the reappointment of the auditing firm for the year 2025 was reviewed [2] - For the year 2024, XinTe Electric's revenue composition is entirely from the manufacturing of transformers, rectifiers, and inductors, accounting for 100.0% [2]

Group 1 - The company announced a provision for asset impairment loss of approximately 9.02 million yuan, which will reduce the total profit in the consolidated financial statements for the first half of 2025 by the same amount [2] - The impairment provision amount is based on preliminary calculations by the company's finance department and is subject to confirmation by the annual audit from the accounting firm [2] Group 2 - For the year 2024, the company's revenue composition is entirely from the manufacturing of transformers, rectifiers, and inductors, accounting for 100.0% of total revenue [3]

格隆汇8月21日丨新特电气(301120.SZ)公布2025年半年度报告，上半年公司实现营业收入1.93亿元，同 比增长16.10%；归属于上市公司股东的净利润532.87万元，同比扭亏为盈；归属于上市公司股东的扣除 非经常性损益的净利润-542.87万元；基本每股收益0.01元。 ...