| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600072 | 中船科技 | 12.44 | 0.81% | 9.55万 | | 1.18亿 | | 603985 | 恒润股份 | 15.68 | 0.64% | 7.89万 | | · 1.24亿 | | 603063 | 禾望电气 | 33.13 | 0.36% | 23.65万 | | 7.89亿 | | 301232 | 飞沃科技 | 39.05 | 0.15% | 2.15万 | | 8367.23万 | | 002531 | 天顺风能 | 7.51 | 0.00% | 44.80万 | | 3.32亿 | | 301557 | 常友科技 | 72.88 | -0.48% | 4241.0 | | 3091.24万 | | 300185 | 通裕車丁 | 2.80 | -0.71% | 66.52万 | | 1.87亿 | | 002202 | 金风科技 | 12.16 | -0.73% | 71.46万 | | 26 ...

截至发稿，杨腾累计任职时间3年287天，现任基金资产总规模15.92亿元，任职期间最佳基金回报 22.52%， 任职期间最差基金回报-35.81%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，银华基金旗下1只基金重仓盘古智能。银华专精特新量化优选股票发起式A（014668）二季 度持有股数1.57万股，占基金净值比例为0.71%，位居第九大重仓股。根据测算，今日浮亏损失约2.35 万元。 银华专精特新量化优选股票发起式A（014668）成立日期2022年7月20日，最新规模3188.04万。今年以 来收益41.62%，同类排名448/4222；近一年收益95.41%，同类排名264/3798；成立以来收益38.86%。 银华专精特新量化优选股票发起式A（014668）基金经理为杨腾。 9月10日，盘古智能跌5.01%，截至发稿，报28.42元/股，成交1.16亿元，换手率6.66%，总市值42.76亿 元。 资料显示，青岛盘古智能制造股 ...

Group 1 - Pangu Intelligent's stock price increased by 5.06% on September 4, reaching 28.47 CNY per share, with a trading volume of 182 million CNY and a turnover rate of 10.81%, resulting in a total market capitalization of 4.283 billion CNY [1] - The stock has experienced a continuous rise for three days, with a cumulative increase of 3.71% during this period [1] - Pangu Intelligent Manufacturing Co., Ltd. was established on July 23, 2012, and went public on July 14, 2023, focusing on the research, development, production, and sales of centralized lubrication systems and their core components [1] Group 2 - According to data, a fund under Yinhua Fund holds a significant position in Pangu Intelligent, with the Yinhua Specialized and New Quantitative Preferred Stock Initiation A (014668) holding 15,700 shares, accounting for 0.71% of the fund's net value, ranking as the ninth largest holding [2] - The fund has generated an estimated floating profit of approximately 21,500 CNY today, with a floating profit of 15,200 CNY during the three-day increase [2] - The Yinhua Specialized and New Quantitative Preferred Stock Initiation A (014668) was established on July 20, 2022, with a latest scale of 31.8804 million CNY, achieving a year-to-date return of 38.77% and a one-year return of 85.85% [2]

Core Insights - The company Pangu Intelligent (301456) reported a significant increase in total revenue and net profit for the first half of 2025, with total revenue reaching 285 million yuan, a year-on-year increase of 42.55%, and net profit of 33.37 million yuan, up 13.12% from the previous year [1][3] Financial Performance - Total revenue for Q2 2025 was 168 million yuan, reflecting a year-on-year growth of 41.92% [1] - The net profit for Q2 2025 was 20.30 million yuan, showing a year-on-year increase of 24.72% [1] - The gross profit margin decreased to 34.38%, down 11.69% year-on-year, while the net profit margin fell to 11.99%, a decrease of 18.68% [1][3] - The company's total receivables reached 404 million yuan, an increase of 27.57% year-on-year, with receivables accounting for 645.92% of net profit [1][6] Cost and Expense Analysis - Operating costs increased by 53.17% due to higher sales and increased employee compensation [3] - Sales expenses rose by 7.86%, attributed to increased marketing and employee costs [3] - Management expenses increased by 25.65%, driven by higher employee compensation and asset depreciation [3] - Financial expenses grew by 26.33%, linked to reduced interest income from temporarily idle funds [3] Cash Flow and Investment - The net cash flow from operating activities increased by 14.71%, due to higher cash receipts from sales [4] - The net cash flow from investing activities saw a significant decline of 161.06%, attributed to increased cash outflows for investments [4] - The net cash flow from financing activities increased by 105.47%, due to cash received from stock option exercises [4] Return on Investment - The company's return on invested capital (ROIC) was reported at 2.48%, indicating a relatively weak capital return [5] - Historical data shows a median ROIC of 16.93% since the company went public, suggesting better investment returns in previous years [5]

Group 1 - The company Pangu Intelligent (301456.SZ) reported a total revenue of 285 million yuan for the first half of 2025, ranking 26th among disclosed peers [1] - The net profit attributable to shareholders was 33.37 million yuan, ranking 19th among disclosed peers [1] - The net cash flow from operating activities was -13.05 million yuan [1] Group 2 - The latest debt-to-asset ratio is 8.26%, an increase of 1.09 percentage points from the previous quarter and an increase of 1.84 percentage points from the same period last year [3] - The latest gross profit margin is 34.38%, a decrease of 4.55 percentage points from the same period last year [3] - The latest return on equity (ROE) is 1.54%, ranking 17th among disclosed peers [3] Group 3 - The diluted earnings per share (EPS) is 0.22 yuan [4] - The latest total asset turnover ratio is 0.12 times, ranking 22nd among disclosed peers [4] - The latest inventory turnover ratio is 1.42 times [4] Group 4 - The number of shareholders is 14,100, with the top ten shareholders holding a total of 104 million shares, accounting for 68.93% of the total share capital [4] - The largest shareholder is Shao AnCang, holding 30.53% of the shares [4] - Other significant shareholders include Li YuLan (17.81%) and Li ChangJian (5.32%) [4]

Group 1 - The company did not distribute cash dividends, issue bonus shares, or increase capital from reserves during the reporting period [2] - There were no changes in the controlling shareholder or actual controller during the reporting period [3] - The company has no preferred shareholders or related holdings to report for the current period [3] Group 2 - The board of directors has approved the report, and all directors attended the meeting [1] - There are no significant matters to report for the current period [3]

Group 1 - The company, Pangu Intelligent, announced that its second supervisory board's twelfth meeting approved the proposal regarding certain matters [2]

Group 1 - The company, Pangu Intelligence, announced that its second board meeting approved a proposal on August 28 [2]

Group 1 - The core viewpoint of the article is that Pangu Intelligent (301456.SZ) reported significant growth in its financial performance for the first half of 2025, indicating a strong business trajectory [1] Group 2 - The company achieved an operating income of 285 million yuan, representing a year-on-year increase of 42.55% [1] - The net profit attributable to shareholders of the listed company was 33.37 million yuan, reflecting a year-on-year growth of 13.12% [1]

Core Viewpoint - Pangu Intelligent (301456.SZ) reported a significant increase in revenue and net profit for the first half of 2025, indicating strong financial performance and growth potential [1] Financial Performance - The company's operating revenue reached 285 million yuan, representing a year-on-year growth of 42.55% [1] - The net profit attributable to shareholders was 33.37 million yuan, showing a year-on-year increase of 13.12% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 23.65 million yuan, with a year-on-year growth of 7.23% [1] - Basic earnings per share were reported at 0.22 yuan [1]