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每周股票复盘:赛轮轮胎(601058)Q2净利降29.11%

Core Viewpoint - Sailun Tire (601058) has shown a mixed performance in its financial results, with revenue growth but a decline in net profit, indicating potential challenges in profitability despite increasing sales [2][5]. Shareholder Changes - As of June 30, 2025, the number of shareholders for Sailun Tire reached 66,100, an increase of 4,420 shareholders or 7.17% compared to March 31, 2025. The average shareholding per shareholder decreased from 53,300 shares to 49,800 shares, with an average holding value of 652,800 yuan [1][5]. Performance Disclosure Highlights - For the first half of 2025, Sailun Tire reported a main revenue of 17.587 billion yuan, a year-on-year increase of 16.05%. However, the net profit attributable to shareholders decreased by 14.9% to 1.831 billion yuan. The second quarter alone saw a revenue of 9.175 billion yuan, up 16.76%, but the net profit dropped by 29.11% to 792 million yuan [2][5]. Company Announcements Summary - Sailun Tire plans to distribute a cash dividend of 0.15 yuan per share (tax included), totaling approximately 493.22 million yuan, which represents 26.94% of the net profit for the first half of 2025. This plan does not require shareholder meeting approval [3][5]. - The company’s board approved a capital increase of up to 520 million yuan for its wholly-owned subsidiary, Sailun (Shenyang) Tire Co., Ltd., aimed at renovation and expansion projects [3]. - The second lock-up period for the 2023 employee stock ownership plan ended on August 17, 2025, with 17,970,015 shares (0.5465% of total shares) unlocked, reflecting performance targets being met [3].