Workflow
【光大研究每日速递】20250826
光大证券研究·2025-08-25 23:06

Group 1: Greentown Service (2869.HK) - The company reported a revenue of 9.3 billion yuan, a year-on-year increase of 6.1% [5] - Gross profit reached 1.8 billion yuan, up 8.9% year-on-year, with a gross margin of 19.5%, an increase of 0.5 percentage points [5] - Core operating profit was 1.07 billion yuan, reflecting a year-on-year growth of 25.3% [5] - Net profit attributable to shareholders was 610 million yuan, a year-on-year increase of 22.6% [5] Group 2: Ganfeng Lithium (002460.SZ) - The company achieved a revenue of 8.376 billion yuan, a year-on-year decrease of 12.65% [6] - Net profit attributable to shareholders was -531 million yuan, indicating a reduction in losses compared to the previous year [6] - The improvement in performance was mainly due to a reduction in losses from fair value changes [6] - The company has established partnerships with well-known drone and eVTOL companies for solid-state battery integration [6] Group 3: Puyang Huicheng (300481.SZ) - The company reported a revenue of 721 million yuan, a slight increase of 0.36% year-on-year [7] - Net profit attributable to shareholders was 71 million yuan, a year-on-year decline of 37.22% [7] - In Q2, revenue was 365 million yuan, a year-on-year increase of 0.16% and a quarter-on-quarter increase of 2.49% [7] Group 4: Tongwei Co., Ltd. (600438.SH) - The company achieved a revenue of 40.509 billion yuan in H1 2025, a year-on-year decrease of 7.51% [8] - Net profit attributable to shareholders was -4.955 billion yuan, with losses widening compared to the previous year [8] - In Q2, revenue was 24.575 billion yuan, a year-on-year increase of 1.44% [8] Group 5: TCL Zhonghuan (002129.SZ) - The company reported a revenue of 13.398 billion yuan in H1 2025, a year-on-year decrease of 17.36% [9] - Net profit attributable to shareholders was -4.242 billion yuan, with losses widening compared to the previous year [9] - In Q2, revenue was 7.297 billion yuan, a year-on-year increase of 16.18% [9] Group 6: Guangwei Composites (300699.SZ) - The company achieved a revenue of 1.201 billion yuan in H1 2025, a year-on-year increase of 3.87% [10] - Net profit attributable to shareholders was 269 million yuan, a year-on-year decrease of 26.85% [10] - In Q2, revenue was 635 million yuan, a year-on-year decrease of 1.40% [10] Group 7: iFlytek (002230.SZ) - The company reported a revenue of 10.91 billion yuan in H1 2025, a year-on-year increase of 17.0% [11] - Net profit attributable to shareholders was -239 million yuan, with losses narrowing by 40.4% year-on-year [11] - In Q2, revenue was 6.25 billion yuan, a year-on-year increase of 10.1% [11]