据证券之星公开数据整理，近期湖北宜化(000422)发布2025年中报。截至本报告期末，公司营业总收入 120.05亿元，同比下降8.98%，归母净利润3.99亿元，同比下降43.92%。按单季度数据看，第二季度营 业总收入80.59亿元，同比下降10.25%，第二季度归母净利润3.65亿元，同比下降36.48%。本报告期湖 北宜化应收账款上升，应收账款同比增幅达207.25%。 本次财报公布的各项数据指标表现不尽如人意。其中，毛利率18.78%，同比减15.87%，净利率6.28%， 同比减37.19%，销售费用、管理费用、财务费用总计7.42亿元，三费占营收比6.18%，同比增11.34%， 每股净资产5.04元，同比减25.99%，每股经营性现金流1.19元，同比减41.7%，每股收益0.37元，同比减 45.21% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 131.89 Z | 120.05 Z | -8.98% | | 归母浄利润（元） | 7.11亿 | 2666'E | -43.92% | | ...

据证券之星公开数据整理，近期仙鹤股份(603733)发布2025年中报。截至本报告期末，公司营业总收入 59.91亿元，同比上升30.14%，归母净利润4.74亿元，同比下降13.8%。按单季度数据看，第二季度营业 总收入30.0亿元，同比上升25.27%，第二季度归母净利润2.38亿元，同比下降15.39%。本报告期仙鹤股 份公司应收账款体量较大，当期应收账款占最新年报归母净利润比达181.16%。 本次财报公布的各项数据指标表现一般。其中，毛利率13.71%，同比减22.51%，净利率7.97%，同比减 33.82%，销售费用、管理费用、财务费用总计2.99亿元，三费占营收比4.99%，同比增9.82%，每股净资 产11.25元，同比增8.01%，每股经营性现金流0.47元，同比增326.24%，每股收益0.67元，同比减14.1% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 46.04亿 | 59.91 亿 | 30.14% | | 归母净利润(元) | 5.5亿 | 4.74亿 | -13.80% | ...

据证券之星公开数据整理，近期荣盛石化(002493)发布2025年中报。截至本报告期末，公司营业总收入 1486.29亿元，同比下降7.83%，归母净利润6.02亿元，同比下降29.82%。按单季度数据看，第二季度营 业总收入736.54亿元，同比下降8.12%，第二季度归母净利润1368.28万元，同比下降95.52%。本报告期 荣盛石化盈利能力上升，毛利率同比增幅7.17%，净利率同比增幅8.12%。 本次财报公布的各项数据指标表现一般。其中，毛利率13.29%，同比增7.17%，净利率1.12%，同比增 8.12%，销售费用、管理费用、财务费用总计37.61亿元，三费占营收比2.53%，同比减3.14%，每股净资 产4.29元，同比减1.05%，每股经营性现金流0.75元，同比减9.6%，每股收益0.06元，同比减33.33% 持有荣盛石化最多的基金为永赢合享混合发起A，目前规模为0.65亿元，最新净值1.2802(8月22日)，较 上一交易日上涨1.39%，近一年上涨37.97%。该基金现任基金经理为曾琬云。 证券之星价投圈财报分析工具显示：业务评价：公司去年的ROIC为2.92%，资本回报率不强。去 ...

据证券之星公开数据整理，近期华鲁恒升(600426)发布2025年中报。根据财报显示，华鲁恒升净利润同 比下降29.47%。截至本报告期末，公司营业总收入157.64亿元，同比下降7.14%，归母净利润15.69亿 元，同比下降29.47%。按单季度数据看，第二季度营业总收入79.92亿元，同比下降11.17%，第二季度 归母净利润8.62亿元，同比下降25.62%。 财务报表中对有大幅变动的财务项目的原因说明如下：货币资金变动幅度为34.79%,原因:本期现金流累 积。应收票据变动幅度为-62.85%,原因:本期商业承兑汇票到期托收。短期借款的变动原因:本期新增银 行借款。应交税费变动幅度为47.69%,原因:本期应交企业所得税增多。其他应付款变动幅度为-32.46%, 原因:本期限制性股票解锁导致回购义务减少。营业收入变动幅度为-7.14%,原因:公司产品价格承压下 行，且销量增长未能抵消价格降幅。营业成本变动幅度为-3.38%,原因:本期煤炭采购价格下行，导致相 关成本随之减少。销售费用变动幅度为9.13%,原因:本期销售人员工资增加。管理费用变动幅度 为-16.75%,原因:本期股份支付费用以及高管人 ...

据证券之星公开数据整理，近期沃特股份（002886）发布2025年中报。截至本报告期末，公司营业总收 入9.06亿元，同比上升12.29%，归母净利润1840.8万元，同比上升23.94%。按单季度数据看，第二季度 营业总收入5.12亿元，同比上升15.42%，第二季度归母净利润1229.61万元，同比上升30.71%。本报告 期沃特股份公司应收账款体量较大，当期应收账款占最新年报归母净利润比达1368.78%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率16.35%，同比减12.71%，净利率1.86%，同比减 22.75%，销售费用、管理费用、财务费用总计8443.41万元，三费占营收比9.32%，同比减11.37%，每股 净资产6.8元，同比增2.17%，每股经营性现金流0.24元，同比增87.41%，每股收益0.07元，同比增 22.81% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 8.07亿 | 9.06亿 | 12.29% | | 归母净利润(元) | 1485.19万 | 1840.8万 ...

据证券之星公开数据整理，近期深高速(600548)发布2025年中报。截至本报告期末，公司营业总收入 39.19亿元，同比上升4.3%，归母净利润9.6亿元，同比上升24.04%。按单季度数据看，第二季度营业总 收入21.47亿元，同比上升24.89%，第二季度归母净利润4.82亿元，同比上升59.09%。本报告期深高速 公司应收账款体量较大，当期应收账款占最新年报归母净利润比达86.07%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率36.96%，同比减3.66%，净利率26.3%，同比增 16.09%，销售费用、管理费用、财务费用总计5.63亿元，三费占营收比14.37%，同比减26.68%，每股净 资产9.03元，同比增11.4%，每股经营性现金流0.77元，同比减4.6%，每股收益0.38元，同比增22.44% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 37.57亿 | 39.19 Z | 4.30% | | 归母浄利润（元） | 7.74亿 | 9.6亿 | 24.04% | | 扣非净利润 ...

本次财报公布的各项数据指标表现一般。其中，毛利率24.16%，同比减3.1%，净利率9.45%，同比减 15.5%，销售费用、管理费用、财务费用总计3.56亿元，三费占营收比9.59%，同比增10.6%，每股净资 产10.79元，同比增10.87%，每股经营性现金流0.9元，同比增284.96%，每股收益0.8元，同比减2.02% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 34.05 Z | 37.11亿 | 9.00% | | 归母净利润(元) | 3.27 乙 | 3.2亿 | -2.02% | | 扣非净利润(元) | 3.24Z | 3.06亿 | -5.52% | | 货币资金(元) | 6.75亿 | ﻛ 11.26亿 | 66.87% | | 应收账款(元) | 38.15 乙 | 45.08亿 | 18.19% | | 有息负债(元) | 16.81亿 | 29.13 亿 | 73.36% | | 毛利率 | 24.93% | 24.16% | -3.10% | | 净利率 | 11.18% ...

据证券之星公开数据整理，近期江特电机（002176）发布2025年中报。根据财报显示，江特电机增收不 增利。截至本报告期末，公司营业总收入9.75亿元，同比上升35.85%，归母净利润-1.14亿元，同比下降 78.24%。按单季度数据看，第二季度营业总收入4.74亿元，同比上升13.13%，第二季度归母净利 润-7110.51万元，同比下降110.52%。 本次财报公布的各项数据指标表现一般。其中，毛利率4.3%，同比增1.71%，净利率-11.88%，同比减 27.84%，销售费用、管理费用、财务费用总计1.27亿元，三费占营收比13.07%，同比减9.04%，每股净 资产1.99元，同比减9.49%，每股经营性现金流-0.17元，同比减7.73%，每股收益-0.07元，同比减75.0% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 7.18亿 | 9.75 6 | 35.85% | | 归母净利润(元) | -6406.56万 | -1.14亿 | -78.24% | | 扣非净利润(元) | -1.45 ...

Core Viewpoint - Huayou Cobalt Co., Ltd. reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit compared to the previous year [1]. Financial Performance - Total revenue reached 37.197 billion yuan, a year-on-year increase of 23.78% [1]. - Net profit attributable to shareholders was 2.711 billion yuan, up 62.26% year-on-year [1]. - In Q2 2025, total revenue was 19.355 billion yuan, reflecting a 28.28% increase year-on-year [1]. - Q2 net profit attributable to shareholders was 1.459 billion yuan, a 27.04% increase year-on-year [1]. - Gross margin was 15.86%, down 3.45% year-on-year, while net margin improved to 9.33%, up 18.33% year-on-year [1]. - Total operating expenses were 1.834 billion yuan, accounting for 4.93% of revenue, a decrease of 26.74% year-on-year [1]. Balance Sheet Highlights - Accounts receivable increased to 7.533 billion yuan, up 11.28% year-on-year [1]. - Interest-bearing liabilities rose to 62.809 billion yuan, a 3.92% increase [1]. - Cash and cash equivalents decreased slightly to 18.568 billion yuan, down 2.29% year-on-year [1]. - Net asset value per share increased to 22.09 yuan, a 13.42% rise [1]. Cash Flow Analysis - Operating cash flow per share was 0.95 yuan, down 41.6% year-on-year [1]. - The net cash flow from operating activities decreased by 41.45%, attributed to prepayments for raw materials [3]. Investment Insights - The company’s return on invested capital (ROIC) was 7.34%, indicating average capital returns [3]. - The company has a history of moderate financial performance, with a median ROIC of 7.55% since its listing [3]. - Analysts expect the company's performance in 2025 to reach 5.542 billion yuan, with an average earnings per share of 3.26 yuan [4]. Fund Holdings - The largest fund holding Huayou Cobalt is the New Energy Vehicle LOF, with a scale of 4.57 billion yuan and a recent net value increase of 1.25% [6].

Core Viewpoint - Guangku Technology (300620) reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit compared to the previous year, indicating robust growth and operational efficiency [1]. Financial Performance - Total revenue reached 597 million yuan, a year-on-year increase of 41.58% [1] - Net profit attributable to shareholders was 51.87 million yuan, up 70.96% year-on-year [1] - In Q2 alone, total revenue was 331 million yuan, reflecting a 26.89% increase year-on-year, while net profit for the quarter was 41.02 million yuan, up 72.04% [1] - Gross margin decreased to 30.92%, down 12.06% year-on-year, while net margin slightly improved to 8.23%, up 0.66% [1] - Total operating expenses were 71.15 million yuan, accounting for 11.93% of revenue, a decrease of 7.08% year-on-year [1] Balance Sheet Highlights - Accounts receivable increased by 39.92% year-on-year, reaching 438 million yuan [1] - Cash and cash equivalents rose to 880 million yuan, a 46.91% increase [1] - Interest-bearing liabilities surged by 270.75% to 731 million yuan [1] - The company reported a significant increase in lease liabilities, up 22,136.24% due to new leasing assets [2] Cash Flow Analysis - Operating cash flow per share decreased significantly by 92.54% to 0.04 yuan, attributed to reduced R&D funding and increased working capital requirements [1][5] - The net cash flow from operating activities showed a decline of 92.55%, indicating challenges in cash generation despite revenue growth [5] Investment and Market Position - The company’s return on invested capital (ROIC) was reported at 2.93%, indicating relatively low capital efficiency compared to historical averages [5][6] - The company’s business model is heavily reliant on R&D, necessitating close examination of the underlying drivers of this growth [6] Fund Holdings - The largest fund holding Guangku Technology is the Shenwan Lixin CSI 1000 Index Enhanced A, with a current scale of 87 million yuan and a recent net value increase of 1.27% [8]