宏景科技今日涨停，全天换手率38.29%，成交额19.82亿元，振幅18.86%。龙虎榜数据显示，深股通净 买入1.36亿元，营业部席位合计净买入6389.96万元。 宏景科技8月25日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 深股通专用 | 18627.47 | 5021.73 | | 买二 | 国盛证券有限责任公司上海浦东新区东方路证券营业 | 4053.72 | 0.00 | | | 部 | | | | 买三 | 国盛证券有限责任公司杭州建设三路证券营业部 | 3693.40 | 0.00 | | 买四 | 中国银河证券股份有限公司诸暨东旺路证券营业部 | 3287.61 | 0.00 | | 买五 | 甬兴证券有限公司上海分公司 | 2941.92 | 13.64 | | 卖一 | 深股通专用 | 18627.47 | 5021.73 | | 卖二 | 中信证券股份有限公司北京金融大街证券营业部 | 78.71 | 2795.40 | | 卖三 | 招商证券股份有限公司广州琶洲证券营 ...

Market Overview - On August 25, the medical information technology sector rose by 0.56% compared to the previous trading day, with Hongjing Technology leading the gains [1] - The Shanghai Composite Index closed at 3883.56, up 1.51%, while the Shenzhen Component Index closed at 12441.07, up 2.26% [1] Stock Performance - Hongjing Technology (301396) closed at 73.93, with a significant increase of 20.00% and a trading volume of 291,300 shares, amounting to a transaction value of 19.82 billion [1] - ST Yilianzhong (300096) saw a rise of 19.90%, closing at 4.82 with a trading volume of 289,900 shares [1] - Other notable performers included Saili Medical (603716) with a 9.99% increase, closing at 34.67, and Electric Science Digital (600850) with a 7.45% increase, closing at 29.12 [1] Capital Flow - The medical information technology sector experienced a net outflow of 5.119 billion from institutional investors, while retail investors saw a net inflow of 4.408 billion [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Hongjing Technology had a net inflow of 2.87 billion from institutional investors, but a net outflow of 1.82 billion from speculative funds [3] - Saili Medical also saw a net inflow of 1.87 billion from institutional investors, with a net outflow of 1.18 billion from speculative funds [3] - In contrast, Zhongyuan Co. (300018) had a net inflow of 28.7967 million from institutional investors, but a net outflow of 40.8482 million from retail investors [3]

金融界消息 截至2025年8月25日收盘，宏景科技（301396）报收于73.93元，上涨20.0%，换手率 38.29%，成交量29.13万手，成交金额19.82亿元。 通过天眼查大数据分析，宏景科技股份有限公司共对外投资了13家企业，参与招投标项目2611次，知识 产权方面有商标信息7条，专利信息133条，此外企业还拥有行政许可20个。 来源：金融界 宏景科技最新一期业绩显示，截至2025中报，公司营业总收入11.88亿元、同比增长567.14%，归属净利 润6028.04万元，同比增长725.73%，扣非净利润5933.55万元，同比增长460.62%，流动比率1.235、速动 比率0.871、资产负债率65.22%。 天眼查商业履历信息显示，宏景科技股份有限公司，成立于1997年，位于广州市，是一家以从事互联网 和相关服务为主的企业。企业注册资本15351.7547万人民币，实缴资本2018万人民币。公司法定代表人 为欧阳华。 资金流向方面，今日主力资金净流入2.87亿元，占比成交额14.49%。其中，超大单净流入3.36亿元、占 成交额16.93%，大单净流出4848.52万元、占成交额2.45%， ...

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]

Core Viewpoint - The recent financial report of Hongjing Technology (301396) shows significant growth in revenue and net profit for the first half of 2025, indicating a strong performance driven by increased computing projects, despite a notable rise in inventory levels and a decrease in gross margin [1][3]. Financial Performance Summary - Total revenue for the first half of 2025 reached 1.188 billion yuan, a year-on-year increase of 567.14% compared to 178 million yuan in 2024 [1]. - Net profit attributable to shareholders was 60.28 million yuan, up 725.73% from a loss of 9.63 million yuan in the previous year [1]. - The gross margin decreased to 12.13%, down 48.02% year-on-year, while the net margin improved to 5.08%, a 191.34% increase [1]. - The total of selling, administrative, and financial expenses was 37.30 million yuan, accounting for 3.14% of revenue, a significant decrease of 81.57% [1]. - Earnings per share rose to 0.39 yuan, a 725.32% increase from a loss of 0.06 yuan [1]. Cash Flow and Debt Analysis - The company reported a significant increase in financial expenses, with a change of 360.77% due to increased borrowing and interest expenses [3]. - The net cash flow from operating activities increased by 119.3%, attributed to the recovery of project payments [3]. - The net increase in cash and cash equivalents showed a decline of 578.85%, primarily due to increased purchases of long-term assets [3]. Investment and Market Position - The company has a median ROIC of 18.94% since its listing, although the worst year recorded a ROIC of -4.08% in 2024 [2]. - The largest fund holding in Hongjing Technology is the Yongying Digital Economy Mixed Fund, which has shown a significant increase in value over the past year [4].

财务报表中对有大幅变动的财务项目的原因说明如下：营业收入变动幅度为567.14%,原因:算力项目的 增加。营业成本变动幅度为664.62%,原因:收入增加。财务费用变动幅度为360.77%,原因:借款增加，利 息支出增加。所得税费用变动幅度为314.59%,原因:收入增加。经营活动产生的现金流量净额变动幅度 为119.3%,原因:收回项目款项。投资活动产生的现金流量净额变动幅度为-173.46%,原因:购买长期资产 增加。筹资活动产生的现金流量净额变动幅度为722.63%,原因:借款增加。现金及现金等价物净增加额 变动幅度为-578.85%,原因:购买长期资产增加。 证券之星价投圈财报分析工具显示：业务评价：去年的净利率为-11.58%，算上全部成本后，公司产品 或服务的附加值不高。从历史年报数据统计来看，公司上市以来中位数ROIC为18.94%，投资回报也很 好，其中最惨年份2024年的ROIC为-4.08%，投资回报极差。公司历史上的财报相对一般(注：公司上市 时间不满10年，上市时间越长财务均分参考意义越大。)，公司上市来已有年报2份，亏损年份1次，需 要仔细研究下有无特殊原因。 财报体检工具显示：建议 ...

Group 1 - The core viewpoint of the articles highlights the significant growth of Hongjing Technology's revenue and net profit in the first half of 2025, primarily driven by the large-scale implementation of its computing power services [1][2] - In the first half of 2025, Hongjing Technology achieved an operating income of 1.188 billion yuan, representing a year-on-year increase of 567.14%, and a net profit attributable to shareholders of 60.28 million yuan, compared to a net loss of 9.63 million yuan in the same period of 2024 [1] - The company disclosed computing power orders amounting to approximately 2.75 billion yuan in 2025, with a total of 4.054 billion yuan in disclosed contracts when combined with those from 2024 [1] Group 2 - Hongjing Technology has strategically expanded into the artificial intelligence industry, enhancing its computing power business layout and becoming one of the leading companies in this field [2] - The computing power business has evolved from the smart city sector, achieving synergistic development with it, and the company aims to build an integrated computing power service system to support various applications in production and daily life [2][3] - The company is committed to the "AI+" strategy and has proposed the "ALL in AI" strategy, focusing on the integration of computing power, algorithms, and data with digital industries, aiming to enhance its technological capabilities in the smart city sector [3]

Core Insights - A total of 137 companies released their semi-annual reports for 2025, with 83 reporting year-on-year profit growth and 54 showing a decline [1] - 84 companies experienced an increase in operating revenue, while 53 reported a decrease [1] - 66 companies had both net profit and operating revenue growth, while 36 companies saw declines in both metrics [1] - Notably, 24 companies achieved a profit growth rate exceeding 100%, with Jiao Cheng Chao Sheng leading at 1005.12% [1] Company Performance Summary - Jiao Cheng Chao Sheng (688392): EPS 0.5200, Net Profit 58.04 million, YoY Growth 1005.12%, Operating Revenue 322.79 million, YoY Growth 32.50% [1] - He Feng Guo Fen (603609): EPS 0.2700, Net Profit 233.07 million, YoY Growth 784.44%, Operating Revenue 1740.66 million, YoY Growth 16.27% [1] - Hong Jing Ke Ji (301396): EPS 0.3927, Net Profit 60.28 million, YoY Growth 725.73%, Operating Revenue 118.78 million, YoY Growth 567.14% [1] - Advanced Communication (300541): EPS 0.1500, Net Profit 62.60 million, YoY Growth 694.25%, Operating Revenue 137.98 million, YoY Growth 33.06% [1] - Gao Xin Xing (300098): EPS 0.0151, Net Profit 26.29 million, YoY Growth 683.10%, Operating Revenue 89.66 million, YoY Growth 36.24% [1] - Meili Cloud (000815): EPS 0.0300, Net Profit 19.88 million, YoY Growth 660.77%, Operating Revenue 17.41 million, YoY Growth -64.73% [1] - Whirlpool (600983): EPS 0.2800, Net Profit 215.65 million, YoY Growth 593.65%, Operating Revenue 2190.60 million, YoY Growth 34.10% [1] - Guosheng Jinkong (002670): EPS 0.1081, Net Profit 209.25 million, YoY Growth 369.91%, Operating Revenue 1135.54 million, YoY Growth 32.10% [1] - Chuangyuan Xinke (831961): EPS 0.0400, Net Profit 6.32 million, YoY Growth 354.24%, Operating Revenue 11.12 million, YoY Growth 18.44% [1] - Tai Ling Wei (688591): EPS 0.4200, Net Profit 101.08 million, YoY Growth 274.58%, Operating Revenue 50.35 million, YoY Growth 37.72% [1] - Da Ye Guo Fen (603278): EPS 0.1200, Net Profit 42.40 million, YoY Growth 272.70%, Operating Revenue 2521.27 million, YoY Growth -4.19% [1] - Hao Peng Ke Ji (001283): EPS 1.2900, Net Profit 96.71 million, YoY Growth 252.49%, Operating Revenue 2762.77 million, YoY Growth 19.29% [1] - An Tong Kong Gu (600179): EPS 0.1210, Net Profit 512.15 million, YoY Growth 231.49%, Operating Revenue 4384.37 million, YoY Growth 24.60% [1] - Jiu Wu Gao Ke (300631): EPS 0.3158, Net Profit 38.69 million, YoY Growth 226.53%, Operating Revenue 27.04 million, YoY Growth 34.42% [1] - Shen Zhong Hua A (000017): EPS 0.0269, Net Profit 18.57 million, YoY Growth 224.80%, Operating Revenue 31.99 million, YoY Growth 49.86% [1] - Jin Tian Guo Fen (601609): EPS 0.2600, Net Profit 373.43 million, YoY Growth 203.86%, Operating Revenue 5929.36 million, YoY Growth 2.46% [1] - Rui Xin Wei (603893): EPS 1.2700, Net Profit 531.15 million, YoY Growth 190.61%, Operating Revenue 204.58 million, YoY Growth 63.85% [1] - Xin Dong Lian Ke (688582): EPS 0.3900, Net Profit 154.32 million, YoY Growth 173.37%, Operating Revenue 25.31 million, YoY Growth 84.34% [1]

Summary of Key Points Core Viewpoint - As of August 19, 2025, 663 companies have released their semi-annual reports, with 432 reporting a year-on-year increase in net profit, while 231 reported a decline. Additionally, 440 companies saw an increase in operating revenue, and 223 experienced a decrease. A total of 355 companies reported simultaneous growth in both net profit and operating revenue, while 146 companies saw declines in both metrics. Notably, 111 companies achieved a net profit growth rate exceeding 100%, with Zhimingda leading at an impressive 2147.93% increase [1]. Company Performance - Zhimingda (688636) reported earnings per share of 0.2284, with a net profit of 38.30 million and a year-on-year increase of 2147.93%. Its operating revenue reached 294.76 million, reflecting an 84.83% increase [1]. - Rongzhirixin (688768) achieved a net profit of 14.24 million, marking a 2063.42% increase, with operating revenue of 25.63 million, up 16.55% [1]. - Shijia Guangzi (688313) reported a net profit of 216.65 million, a 1712.00% increase, and operating revenue of 992.63 million, up 121.12% [1]. - Aorui De (600666) had a net profit of 6.14 million, a 1263.22% increase, with operating revenue of 21.94 million, up 10.12% [1]. - Huile B (900939) reported a net profit of 4.21 million, a 1222.72% increase, with operating revenue of 0.76 million, slightly down by 0.11% [1]. Revenue and Profit Trends - The overall trend indicates a significant number of companies are experiencing substantial growth in both net profit and operating revenue, with a notable concentration of high growth rates among specific firms [1][2]. - Companies like Nanjiguang (300940) and Hongjing Technology (301396) also reported impressive growth rates in net profit of 982.43% and 725.73%, respectively, indicating a robust performance across various sectors [1][2].

2025年8月19日，宏景科技(301396.SZ)发布2025年中报。 公司最新毛利率为12.13%，较上季度毛利率增加1.06个百分点。最新ROE为4.82%，较去年同期ROE增加5.59个百分点。 公司摊薄每股收益为0.39元，较去年同报告期摊薄每股收益增加0.46元。 公司最新总资产周转率为0.37次，较去年同期总资产周转率增加0.28次，同比较去年同期上涨323.88%。最新存货周转率为1.74次，较去年同期存货周转率增 加1.35次，同比较去年同期上涨340.73%。 公司股东户数为3.05万户，前十大股东持股数量为9499.58万股，占总股本比例为61.88%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | l | 欧阳华 | 36.1 | | 2 | 林山驰 | 6.20 | | 3 | 广州慧景投资管理有限合伙(有限合伙) | 5.74 | | 4 | 许驰 | 5.17 | | 5 | 庄贤才 | 2.33 | | 6 | 上海浦东发展银行股份有限公司-永赢数字经济智选混合型发起式证券投资基金 | 1.77 | | 7 | 中国建 ...