| 项目 | 本报告期 | | 上年同期 | | --- | --- | --- | --- | | | | 调整前 | | | 营业收入(元) | 7, 003, 573, 272. 33 | 6, 508, 010, 963. 75 | 6, 7 | | 归属于上市公司股东的净 | 568, 285, 466. 94 | 418, 469, 400. 40 | רב | | 利润(元) | | | | | 归属于上市公司股东的扣除非 | 558, 804, 448. 92 | 409, 445, 968. 39 | 4 | | 经常性损益的净利润(元) | | | | | 经营活动产生的现金流量 | 229, 724, 884. 85 | 230, 330, 922, 98 | 2 | | 净额(元) | | | | | 基本每股收益(元/股) | 0. 3788 | 0. 2788 | | | 稀释每股收益(元/股) | 0. 3788 | 0. 2788 | | | 加权平均净资产收益率(%) | 10. 28 | 7.23 | | | 项目 | 本报告期末 | | 上年度末 | | | | 调整前 ...

| | 本报告期 | 上年同期 | | --- | --- | --- | | 营业收入(元) | 262, 617, 199. 44 | 384.720,182.87 | | 归属于上市公司股东的净利润(元) | 35, 968, 745. 17 | 63, 633, 710. 33 | | 归属于上市公司股东的扣除非经常性 损益的净利润(元) | 36,509,770.96 | 59,700,193.10 | | 经营活动产生的现金流量净额(元) | -63,766,726.13 | 33, 498, 811. 84 | | 基本每股收益(元/股) | 0. 07 | 0. 13 | | 稀释每股收益(元/股) | 0.07 | 0.13 | | 加权平均净资产收益率 | 1.76% | 3.16% | | | 本报告期末 | 上年度末 | | 总资产(元) | 2, 476, 384, 228. 13 | 2.727.360.305.39 | | 归属于上市公司股东的净资产(元) | 2,047,568,726.55 | 2,036,560,771.93 | 以8月22日收盘价计算，湖南投资目前市盈率（ ...

新京报贝壳财经讯（记者黄鑫宇）总资产规模超4.4万亿元的北京银行（601169.SH），近日正式迎来新 任董事会秘书（即董秘）。 8月15日，国家金融监督管理总局北京监管局官网显示，该局已核准了柳阳出任北京银行董秘一职的任 职资格。值得关注的是，他曾是北京金融科技应用试点和创新监管试点工作具体落地、推广的相关负责 人之一，也曾在建设银行（即建行）履职。 北京银行的公告显示，柳阳，1975年1月生人，经济师，经济学硕士，在批复公示前，他担任北京银行 办公室（党委办公室）主任、党委巡察工作办公室主任。 早年，柳阳曾在北京军区和建行等单位从事相关工作，多年后，他来到北京市金融工作局，在该局应急 打非处主持工作。 柳阳成为金融科技处设立后的首位负责人。2019年1月至2022年10月，他历任北京市地方金融监督管理 局金融科技处副处长（主持工作）、处长等职务。 就在2019年，北京市宣布启动了北京市金融科技应用试点和创新监管试点，进入2020年后，北京陆续公 示了多批次金融科技创新监管试点应用。以银行为代表，一批在依法合规、保护消费者权益的前提下、 运用现代信息技术赋能金融提质增效的金融科技创新应用项目，被市场所关注。 ...

每经记者｜范芊芊 每经编辑｜段炼 文多 并购重组 重庆水务：以3.54亿元收购渝江水务100%股权 重庆水务公告称，公司以3.54亿元收购重庆市水利投资（集团）有限公司持有的重庆渝江水务有限公司（简称渝江水务）100%股权。本次交易不构成重 大资产重组。交易对方为公司间接控股股东的全资子公司。 万朗磁塑：拟收购泰州天恩全部股权 万朗磁塑公告称，公司拟使用自有或自筹资金收购泰州天恩电子有限公司（简称泰州天恩）全部股权，收购价格暂为2.36亿元。目标公司主要经营家电零 部件相关玻璃产品的研发、生产及销售，核心客户为LG。 泰凌微：筹划购买磐启微的全部或部分股权 泰凌微公告称，公司正在筹划以发行股份及支付现金的方式购买上海磐启微电子有限公司（简称磐启微）的全部或部分股权（控股权）并募集配套资金。 经初步测算，本次交易预计不构成重大资产重组且不构成关联交易。公司股票自2025年8月25日开市起停牌，预计停牌时间不超过10个交易日。 业绩披露 酒鬼酒：上半年归母净利润同比下降92.6% 酒鬼酒发布半年报，2025年上半年营业收入5.61亿元，同比下降43.54%；归母净利润895.5万元，同比下降92.6%。上市公司表 ...

Core Viewpoint - Xinyu Steel Co., Ltd. reported a decline in revenue and a return to profitability in the first half of 2025, driven by strategic adjustments in production and cost management [1][2]. Financial Performance - In the first half of 2025, the company achieved operating revenue of 17.512 billion yuan, a year-on-year decrease of 18.33% [1]. - The net profit attributable to shareholders was 111 million yuan, compared to a loss of 75.4729 million yuan in the same period last year [1]. Industry Context - The steel industry continues to face weak downstream demand and high supply levels, leading to fluctuating steel prices and slow recovery in overall profitability [2]. - The company is responding to market pressures by reducing production scale to mitigate risks associated with price declines [2]. Operational Strategies - Xinyu Steel is focusing on enhancing efficiency rather than scale, optimizing production processes to improve operational metrics such as blast furnace utilization [2]. - The company has implemented cost reduction initiatives, including competitive procurement strategies and targeted cost control measures for raw materials [2][3]. Product Development - The steel industry is shifting towards high-end, intelligent, and green products, with Xinyu Steel actively promoting differentiation in its product offerings [4]. - In the first half of 2025, the company reported significant increases in sales of high-end products, with hot-rolled high-end varieties up by 97.6% and other premium products also showing substantial growth [4]. Future Outlook - Xinyu Steel aims to establish itself as a global leader in high-quality silicon steel and thick plates, planning to exit low-end trading businesses and focus on high-value-added products [5].

在具身智能业务商业化与量产方面，均普智能旗下均普人形机器人研究院与智元机器人合资成立的普智 机器人正式投入运营，专注于人形机器人量产和技术研发。首条人形机器人本体量产中试线已建成投 产，设计年产能达1000台，聚焦双足和轮式机器人。普智机器人成为首家获得智元机器人"通用产品制 造认证"的生产企业。普智机器人已接到首笔大批量人形机器人订单，合同金额达2825万元。 目前均普智能正积极拓展对外战略合作。报告期内，公司先后与节卡机器人达成全球战略合作，共同拓 展协作机器人应用场景；与禾川机器人签订战略合作协议，结合双方优势联合研发；与清华大学天津电 子院合作，聚焦电子皮肤、脑机接口、传感器、机器人大模型等前沿技术应用与落地；与恩力动力进行 战略合作，共同推进固态电池技术在机器人及低空经济领域的应用。 编辑：谈瑞 2025年上半年，均普智能在保持汽车核心业务稳健发展的同时，积极拓展高潜力领域，实现订单来源多 元化。其中，医疗健康与高端消费品两大领域贡献突出，毛利率水平也显著优于传统业务。在医疗健康 领域，均普智能成功中标国际领先诊断设备制造商的连续血糖监测（CGM）传感器生产线项目，年设 计产能达1500万件；与国内 ...

金融界2025年8月23日消息，国家知识产权局信息显示，安徽合力（六安）铸造有限公司申请一项名 为"V法铸造用涂料烘干装置"的专利，公开号CN120515659A，申请日期为2025年05月。 天眼查资料显示，安徽合力（六安）铸造有限公司，成立于2021年，位于六安市，是一家以从事金属制 品业为主的企业。企业注册资本50000万人民币。通过天眼查大数据分析，安徽合力（六安）铸造有限 公司参与招投标项目908次，专利信息42条，此外企业还拥有行政许可20个。 专利摘要显示，本发明公开了V法铸造用涂料烘干装置，包括：固定架；液压杆，设置于所述固定架 上，所述液压杆的输出端固定连接有罩体；烘干组件，本发明通过不断循环热气进入、推动气压推动件 下行打开气流通道喷气，以及热气流出、气压推动件复位关闭气流通道的过程，实现了热气流的间歇出 气，使得铸件表面的涂料能够在间歇性的热气作用下，更均匀、有效地完成烘干，间歇喷气能使热量有 时间在涂料和铸件整体上更均匀地分布，在两次喷气间隙，热量会在铸件和涂料内部进行传导和平衡， 减少温度梯度，使整个涂料层受热更加均匀，烘干效果更一致。 ...

Core Viewpoint - Jing'ao Technology reported a significant reduction in losses in Q2 2025, with a net profit of -2.58 billion yuan for the first half of the year, while achieving a revenue of 23.905 billion yuan [1] Financial Performance - The company achieved a revenue of 23.905 billion yuan in H1 2025, with a net profit of -2.58 billion yuan [1] - Q2 losses narrowed by over 40% compared to Q1, indicating improved financial performance [1] - The company shipped 33.79 GW in H1 2025, with a cumulative global shipment of nearly 300 GW by mid-2025 [1] - Key expense indicators showed a decline, with sales expenses down 6.32% and management expenses down 16.82% year-on-year [1] - The expense ratio improved to 5.23% in Q2 2025, a decrease of 2.61 percentage points from the previous quarter [1] Cash Flow Management - Operating cash flow has improved for three consecutive quarters, with a net inflow of 3.7 billion yuan in Q2 and over 4.5 billion yuan for the half-year [1][2] - The company has maintained positive operating cash flow for 15 consecutive years, showcasing strong financial management [2] Strategic Initiatives - Jing'ao Technology announced a stock incentive plan and a share buyback plan, aiming to spend between 200 million yuan and 400 million yuan on share repurchases over the next 12 months [2] - The performance targets for the stock option plan are based on achieving a net profit reduction of no less than 5% in 2025 and turning positive in 2026 [2] Industry Context - Recent supply-side structural reform policies and state-owned enterprise procurement trends are injecting new momentum into the photovoltaic industry [3] - Prices for key products in the N-type supply chain have begun to rebound, indicating a potential recovery in the industry [3] - The combination of policy support and market self-adjustment is expected to bring about price recovery, technical premiums, and industry consolidation, benefiting leading companies with financial and technological advantages [3]

Core Viewpoint - Huayin Securities has reported rapid growth in its performance for the first half of 2025, driven by market recovery and successful technology-driven strategic transformation [1] Financial Performance - In the first half of 2025, Huayin Securities achieved operating revenue of 835 million yuan, a year-on-year increase of 35.15% [1] - The net profit attributable to shareholders reached 336 million yuan, marking a significant year-on-year increase of 172.72% [1] Wealth Management Business - The wealth management segment generated operating revenue of 503 million yuan, reflecting a year-on-year growth of 34.92% [2] - Online wealth management revenue grew by over 47% year-on-year, supported by intelligent recommendation algorithms that matched user risk preferences with product characteristics [2] - Sales of equity funds surged by 113.75% year-on-year, indicating strong demand and effective service matching [2] Proprietary Business - The proprietary business segment reported revenue of 220 million yuan, an increase of 19.57% year-on-year, benefiting from a "boutique" investment strategy and advanced technology platforms [2] - The company effectively captured trading opportunities in a volatile bond market through big data analysis and enhanced pricing capabilities [2] Technology and Innovation - Huayin Securities has initiated a "National Elite Recruitment Program" to bolster talent reserves for ongoing technological transformation [3] - The company aims to deepen the integration of technology and finance, focusing on AI model capabilities in research, service, and risk control [3] - Plans include establishing a "Financial AI Joint Laboratory" in collaboration with tech companies and academic institutions to tackle technical challenges and promote standardized industry practices [3]

本报讯 （记者肖艳青）8月22日晚，牧原食品股份有限公司（以下简称"牧原股份"）发布2025年员工持 股计划草案，拟以回购股份对不超过5437名核心经营者、奋斗者及业务骨干进行激励。这是牧原股份上 市以来第七次推出股份激励举措。 据悉，上市至今，公司已实施六次股份激励，累计覆盖12121人次，为公司的跨越式发展奠定了坚实的 人才基础。 在行业主动"控产能、提质量"的转型当口，牧原股份此举不仅是将员工利益与公司未来深度绑定的又一 次实践，更是一个清晰的战略信号：以人才为核心引擎，驱动公司从规模增长全面转向高质量发展的新 航道。 在人才战略的驱动下，牧原股份的高质量发展路径图已经明确，将围绕降低成本、屠宰业务、海外业务 等方面精准发力，开启发展新篇章。 技术管理并举，持续降本增效，成本是生命线。半年报显示，牧原股份生猪养殖完全成本已从年初的 13.1元/公斤降至7月的11.8元/公斤，并向年底11元/公斤的目标迈进。未来，公司将通过育种、健康管 理、人才培养等全链条精益化管理，持续降低成本、提升肉品品质，持续打造成本优势。 屠宰肉食业务正成为牧原股份强劲的"第二增长曲线"。上半年该业务收入同比增长93.83%，屠 ...