EverProX(SZ:300548) Zheng Quan Zhi Xing·2025-08-29 22:42Financial Performance - The company reported a total revenue of 1.2 billion yuan for the first half of 2025, representing a year-on-year increase of 59.54% [1] - The net profit attributable to shareholders reached 168 million yuan, showing a significant year-on-year growth of 1121.21% [1] - In Q2 2025, the total revenue was 661 million yuan, up 50.57% year-on-year, while the net profit attributable to shareholders was 78.52 million yuan, an increase of 471.17% [1] Key Financial Metrics - Gross margin improved to 40.19%, reflecting an increase of 84.07% year-on-year [1] - Net margin rose to 23.73%, a substantial increase of 214.54% compared to the previous year [1] - The total of selling, administrative, and financial expenses was 86.97 million yuan, accounting for 7.25% of revenue, down 9.07% year-on-year [1] Cash Flow and Assets - Operating cash flow per share increased to 1.02 yuan, a remarkable rise of 251.83% year-on-year [1] - The company's net asset value per share was 6.15 yuan, up 6.95% year-on-year [1] - Accounts receivable increased by 50.99% year-on-year, reaching 547 million yuan [1] Investment Insights - The company has a historical median ROIC of 12.48%, indicating good investment returns, despite a low of -0.03% in 2018 [3] - Analysts expect the company's performance in 2025 to reach 319 million yuan, with an average earnings per share of 1.09 yuan [3] - The company is held by a prominent fund manager, Jin Zicai from Caitong Fund, who has recently increased his stake [3][4] Fund Holdings - The largest fund holding the company is Caitong Value Momentum Mixed A, with a scale of 1.987 billion yuan [4] - Other funds that have newly entered the top ten holdings include E Fund Information Industry Mixed A and Huashang Advantage Industry Mixed A [4]