格隆汇7月30日丨汇嘉时代(603101.SH)公布2025年半年度报告，上半年实现营业收入12.71亿元，同比增 长2.29%；归属于上市公司股东的净利润6704.81万元，同比增长62.64%；归属于上市公司股东的扣除非 经常性损益的净利润6314.89万元，同比增长75.98%；基本每股收益0.1425元。归属于上市公司股东的 净利润同比增长62.64%，主要系报告期内商超业态营业收入及毛利率均实现同比增长。 ...

【环球网财经报道 记者 李文瑶】7 月 30 日晚间，瑞幸咖啡（OTC：LKNCY）公布 2025 年第二季度财 报，凭借门店覆盖、运营效率、产品交付和供应链能力的多维提升实现业绩强劲增长。数据显示，2025 年第二季度瑞幸咖啡总净收入为 123.59 亿元人民币， 同比增长 47.1%。 二季度 GAAP 营业利润同比增 长61.8%，达 17.00 亿元人民币，营业利润率提升至 13.8%，GMV 达141.79 亿元人民币。 随着现制饮品旺季到来，瑞幸咖啡二季度经营业绩稳步提升。自营门店收入达91.36亿元人民币，同比 增长45.6%；自营门店同店销售增长率实现13.4%的双位数增长；自营门店门店层面营业利润达19.22亿 元人民币，同比增长42.3%。与此同时，联营门店收入同比增长55.0%，达到28.67亿元人民币。 在用户方面，瑞幸咖啡通过便捷的门店交付体系，高品质的产品和服务，同时不断与消费者建立情感链 接，二季度月均交易客户数同比增长31.6%，达9170万，再创历史新高。截至二季度末，瑞幸咖啡累计 交易客户数突破3.8亿。 在门店运营方面，瑞幸咖啡持续加强门店网络布局，提升市场渗透率，二季度 ...

顺络电子7月30日公告，公司上半年实现营业收入32.24亿元，同比增长19.80%；归属于上市公司股东的 净利润4.86亿元，上年同期3.68亿元，同比增长32.03%；基本每股收益0.62元。 ...

Core Viewpoint - Donghua Technology (002140.SZ) reported a steady growth in its financial performance for the first half of 2025, with significant increases in both revenue and net profit [1] Financial Performance - The company achieved a total operating revenue of 4.784 billion yuan, representing a year-on-year growth of 9.29% [1] - The net profit attributable to shareholders of the listed company was 240 million yuan, reflecting a year-on-year increase of 14.64% [1] - Basic earnings per share were reported at 0.3395 yuan [1] Operational Progress - During the reporting period, the company steadily advanced its production and operational activities [1] - The progress of ongoing general contracting projects was normal, with revenue recognized according to contract performance schedules showing a year-on-year increase [1]

格隆汇7月30日丨厦门空港(600897.SH)公布2025年半年度报告，上半年实现营业收入9.91亿元，同比增 长7.10%；归属于上市公司股东的净利润2.53亿元，同比增长1.10%；归属于上市公司股东的扣除非经常 性损益的净利润2.19亿元，同比增长15.41%；基本每股收益0.6067元。 ...

瑞财经 钟鸣辰和而泰（002402）近日发布2025年半年度业绩预告，预计上半年净利增长65% - 85%。 据东方财富网数据，和而泰董事长刘建伟2024年所获薪酬为300万元，相较上年薪酬395.2万元降薪近四分之一。 刘建伟，男，1964年出生，中国国籍，无境外永久居留权，硕士研究生学历。曾任哈尔滨工业大学航天学院教授，哈尔滨工业大学深圳研究生院教授。现任 深圳市哈工交通电子有限公司董事，深圳和泰领航科技有限公司执行董事，深圳数联天下智能科技有限公司执行董事，深圳和而泰智和电子有限公司董事 长，深圳和而泰智能照明有限公司执行董事、总经理，深圳和而泰小家电智能科技有限公司执行董事，浙江和而泰智能科技有限公司执行董事、总经理，深 圳和而泰汽车电子科技有限公司执行董事、总经理，江门市胜思特电器有限公司董事长，深圳和而泰智能产品有限公司执行董事、总经理，杭州和而泰智能 控制技术有限公司执行董事，深圳和而泰智能科技有限公司执行董事，佛山市顺德区和而泰电子科技有限公司执行董事，深圳市和而泰前海投资有限公司董 事长、总经理，青岛国创智能家电研究院有限公司董事，H&T Intelligent Control Europe ...

Investment Rating - The report maintains a "Buy" rating for the company with a target price of RMB 20.10, up from the previous RMB 19.95 [4][6]. Core Insights - The company reported better-than-expected performance in its half-year results for 2025, with revenue of RMB 999 million (up 8.1% year-on-year) and net profit attributable to shareholders of RMB 117 million (up 14.2% year-on-year) [1]. - The company is expected to benefit from a favorable industry environment and a sufficient order backlog, leading to continuous growth in performance from 2025 to 2027 [1][2]. Summary by Sections Financial Performance - In the first half of 2025, the company achieved revenue of RMB 999 million, with a year-on-year growth of 8.1%. The net profit attributable to shareholders was RMB 117 million, reflecting a year-on-year increase of 14.2% [1]. - The second quarter of 2025 saw revenue of RMB 561 million, representing a year-on-year increase of 18.4% and a quarter-on-quarter increase of 30.8% [1]. Revenue Breakdown - The revenue from environmental testing services was RMB 487 million (up 5.8% year-on-year) with a gross margin of 55.0% (down 0.8 percentage points) [2]. - Integrated circuit testing revenue reached RMB 155 million (up 21.0% year-on-year) with a gross margin of 36.5% (down 6.4 percentage points) [2]. - Testing equipment revenue was RMB 310 million (up 6.3% year-on-year) with a gross margin of 26.6% (down 4.7 percentage points) [2]. Cash Flow and Capital Expenditure - The company's net operating cash flow for the first half of 2025 was RMB 99 million, an increase of 29.3% year-on-year, attributed to improved collection mechanisms [3]. - Capital expenditure was RMB 217 million, a decrease of 7.5% year-on-year, mainly due to reduced equipment purchases [3]. Profit Forecast - The report maintains profit forecasts for 2025-2027, estimating net profits attributable to shareholders of RMB 289 million, RMB 357 million, and RMB 429 million respectively [4]. - The expected compound annual growth rate (CAGR) for net profit from 2023 to 2027 is projected at 23%, which is higher than the average of comparable service companies at 21% [4].

Core Viewpoint - *ST Tianwei expects significant growth in its H1 2025 performance, with substantial increases in revenue and net profit compared to the same period last year [2][3]. Financial Performance Summary - The projected revenue for H1 2025 is approximately 84.01 million yuan, with a core revenue of around 82.36 million yuan after excluding unrelated business income [2]. - The estimated total profit for H1 2025 is about 32.49 million yuan, with a net profit attributable to the parent company of approximately 30.06 million yuan, and a net profit of around 23.11 million yuan after excluding non-recurring gains and losses [2]. - The expected net profit attributable to the parent company represents an increase of approximately 28.67 million yuan compared to the same period last year, reflecting a year-on-year growth of about 2064.85% [2]. - The net asset value at the end of H1 2025 is projected to be around 849.03 million yuan [2]. Comparison with Previous Year - In the same period last year, the total profit was 0.1538 million yuan, and the net profit attributable to the parent company was 0.1387 million yuan, with a net profit of -0.388 million yuan after excluding non-recurring items [3]. - The previous year's revenue was 44.84 million yuan, with a core revenue of 43.39 million yuan [3]. - The net asset value at the end of the previous year was approximately 868.33 million yuan [3]. Reasons for Performance Change - The increase in demand for the company's main product, fire suppression and explosion-proof systems, is closely linked to the annual task arrangements of the complete vehicle assembly [3]. - The acceleration of the annual task progress due to national macro policies has led to a significant increase in order volume and revenue for H1 2025 [3]. - A reduction in management expenses due to the cancellation of stock incentives and a decrease in impairment losses contributed to the substantial increase in net profit [3]. Contractual Developments - The company reached an agreement on the pricing of a certain model's supporting products after negotiations, with a supplementary agreement signed on July 21, 2025 [4]. - The historical price differences for the supporting products will be accounted for in the current period's profit and loss [4].

近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.29 | 4.96 | 0.45 | 1394.62 | | 2025.07.28 | 4.94 | 1.32 | 2418.12 | | 2025.07.25 | -4.95 | 5.38 | -9458.91 | | 2025.07.24 | -3.19 | 3.54 | -7452.31 | | 2025.07.23 | -2.51 | 2.02 | -2106.54 | | 2025.07.22 | -0.83 | 2.34 | -1807.44 | | 2025.07.21 | 3.31 | 2.51 | 2475.10 | | 2025.07.18 | -3.55 | 3.92 | -7141.15 | | 2025.07.17 | -1.74 | 2.63 | -3210.86 | | 2025.07.16 | -1.60 | 2.49 | -3106.98 | （文章来源：证券时报网） *ST华微盘中涨停，已连收3个涨停板，截至 ...

公司摊薄每股收益为0.48元，较去年同报告期摊薄每股收益增加0.45元，实现2年连续上涨，同比较去年 同期上涨1715.53%。 公司最新总资产周转率为0.48次，较去年同期总资产周转率增加0.19次，实现2年连续上涨，同比较去年 同期上涨62.58%。最新存货周转率为1.45次。 公司股东户数为2.48万户，前十大股东持股数量为2.03亿股，占总股本比例为44.29%，前十大股东持股 情况如下： 2025年7月30日，仕佳光子(688313.SH)发布2025年中报。 公司营业总收入为9.93亿元，较去年同报告期营业总收入增加5.44亿元，实现2年连续上涨，同比较去年 同期上涨121.12%。归母净利润为2.17亿元，较去年同报告期归母净利润增加2.05亿元，实现2年连续上 涨，同比较去年同期上涨1712.00%。经营活动现金净流入为1115.89万元，较去年同报告期经营活动现 金净流入增加3036.94万元。 公司最新资产负债率为39.93%。 公司最新毛利率为37.38%，较去年同期毛利率增加13.56个百分点，实现2年连续上涨。最新ROE为 15.57%，较去年同期ROE增加14.53个百分点。 | ...