（文章来源：每日经济新闻） 中联重科（000157.SZ）9月16日在投资者互动平台表示，公司2025年上半年财务费用-3.71亿，其中汇兑 净收益为4.40亿，主要是欧元、巴西雷亚尔等货币对人民币升值所致。 每经AI快讯，有投资者在投资者互动平台提问：贵公司25年中报汇兑收益影响增加利润3.71亿中具体内 容是什么？鉴于今年人民币对美元汇率增值的情况，贵公司境外收入中有多少比例是以人民币计价？有 多少以美元计价的负债？ ...

公告称，净利增长主要原因是报告期内集团国际化战略取得良好进展，海外市场订单贡献突出，使得集 团期间内的收入规模较2024同期取得增长，及报告期内集团汇兑收益较2024年同期取得增长。 远大中国(02789)公布2025年中期业绩，收入约12.66亿元，同比增长16.4%;净利约1.84亿元，同比增长 约29.81倍;每股盈利2.97分。 ...

有关减少主要由于以下因素的综合影响：i.由于全球汽车行业正面临波动的贸易环境（尤其受美国贸易 关税影响），2025年上半年集团收入较2024年上半年减少约5.4%；ii.信邦录得毛利下降，由2024年上半 年约人民币614.8百万元降至2025年上半年约人民币486.0百万元，如上所述，2025年毛利率受到员工成 本增加、物流费用支出及经营效率一定程度下降的影响；iii.由于2025年上半年录得汇兑收益，其他收 入及收益有所增加；及iv.2025年上半年并未产生中国分红预扣税，导致2025年上半年实际税率较2024年 上半年有所下降。2024年上半年，集团一间中国全资附属公司向其股东派付股息，因此支付人民币20.0 百万元分红预扣税，而2025年同期并无作出该等股息派付。 格隆汇8月28日丨信邦控股(01571.HK)公告，2025年上半年，公司的收入较2024年上半年减少约人民币 89.2百万元或约5.4%至约人民币1,557.2百万元。报告期间，公司拥有人应占溢利由2024年上半年约人民 币322.2百万元减少约25.0%，至2025年上半年约人民币241.7百万元。 ...

Core Viewpoint - Lingzhi Software (688588.SH) reported a decline in revenue but a significant increase in net profit for the first half of 2025, primarily due to favorable currency exchange rates [1] Financial Performance - The company achieved operating revenue of 516 million yuan, a year-on-year decrease of 3.04% [1] - Net profit attributable to shareholders reached 112 million yuan, reflecting a year-on-year increase of 1,002.20% [1] - The net profit excluding non-recurring gains and losses was 107 million yuan [1] - Basic earnings per share were reported at 0.29 yuan [1] Currency Impact - The substantial increase in net profit was mainly attributed to the rise in the Japanese yen exchange rate during the reporting period, contrasting with a decline in the previous year [1] - The increase in exchange gains significantly contributed to the overall profit growth [1]

Core Viewpoint - GHW International (09933) expects a net profit of approximately RMB 8 million for the six months ending June 30, 2025, compared to a net profit of approximately RMB 4.4 million for the six months ending June 30, 2024, indicating a significant increase in profitability driven by foreign exchange gains and other income [1] Financial Performance - The anticipated net profit for the upcoming period represents an increase of approximately 81.82% compared to the previous period's net profit [1] - The increase in net profit is primarily attributed to a rise in other income due to foreign exchange gains from the appreciation of currencies such as the Russian Ruble and Mexican Peso against the RMB [1] - Additional income of approximately RMB 7.5 million was generated from the VAT rebate policy, which contributed positively to the overall financial performance [1] Market Conditions - The increase in net profit was partially offset by a decrease in gross profit due to intensified market competition resulting from the expansion of market supply for certain self-produced and traded products [1]

Core Viewpoint - GHW INTL (09933.HK) expects a significant increase in net profit for the six months ending June 30, 2025, projecting approximately RMB 8 million, compared to RMB 4.4 million for the same period ending June 30, 2024 [1] Financial Performance - The increase in net profit is primarily attributed to: - A rise in other income due to foreign exchange gains from the appreciation of currencies such as the Russian Ruble and Mexican Peso against the RMB [1] - An increase in other income of approximately RMB 7.5 million resulting from the VAT rebate policy [1] - This increase in profit is partially offset by a reduction in gross profit due to intensified market competition affecting specific self-produced and traded products [1]

Core Viewpoint - The company, Tongda Hongtai (02363.HK), anticipates a significant increase in revenue and a turnaround from loss to profit for the six months ending June 30, 2025, primarily driven by new business initiatives and improved operational efficiency [1] Financial Performance - Expected revenue for the upcoming period is approximately HKD 50.206 million, compared to HKD 21.181 million in the same period of 2024, indicating a substantial increase [1] - The projected net profit is around HKD 5.204 million, a significant recovery from a net loss of HKD 23.674 million in 2024 [1] Business Strategy - The revenue increase is attributed to the launch of a new business involving robot vacuum cleaner shells, which has led to a rise in sales orders [1] - The expected profit turnaround is a result of proactive business strategy optimization and enhanced resource utilization to control costs, contributing to an overall improvement in gross margin [1] Currency Impact - The appreciation of the Renminbi during the period is expected to result in increased exchange gains, further supporting the company's financial performance [1] Asset Management - A reduction in impairment of properties, plants, and equipment is also contributing to the anticipated financial improvement [1]

Core Viewpoint - The company expects a significant reduction in pre-tax losses for the six months ending June 30, 2025, compared to the same period in 2024, primarily due to increased sales and gross profit in the automotive parts business and foreign exchange gains from the appreciation of the Renminbi [1] Financial Performance - The anticipated pre-tax loss for the six months ending June 30, 2025, is projected to be between RMB 10 million and RMB 80 million, a notable decrease from the pre-tax loss of approximately RMB 247 million for the six months ending June 30, 2024 [1] - The reduction in pre-tax loss is attributed to two main factors: (i) an increase in sales and gross profit from the automotive parts business; (ii) foreign exchange gains resulting from the appreciation of the Renminbi [1]

Group 1 - The core viewpoint of the report is that China Galaxy has given a "recommended" rating for Zhongke Sanhuan (000970.SZ) based on improved performance driven by increased exchange gains and reduced costs [2] - The report highlights that the impact of export controls in the second quarter was relatively manageable, with expectations for recovery in exports driving production and sales rebound in the third quarter [2] Group 2 - The report identifies key reasons for the positive rating, including the significant improvement in performance due to increased foreign exchange gains and a decrease in expenses and costs [2] - The report also notes potential risks, such as the possibility of domestic economic recovery falling short of expectations and significant declines in downstream demand for rare earth permanent magnets [2]

Group 1 - The company expects to achieve a shareholder profit of approximately HKD 60 million to HKD 70 million for the six months ending June 30, 2025, representing an increase of about 80% to 110% compared to the same period in 2024 [1] - The growth is primarily attributed to foreign exchange gains resulting from the appreciation of the RMB against the HKD during the review period [1] - In the same period of 2024, the company experienced a one-time foreign exchange loss of approximately HKD 21.93 million due to a reduction in paid-in capital at its subsidiary, Sanming Sanyuan District Minxin Microfinance Co., Ltd [1]