四川科新机电股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、本期业绩预计情况 项 目 本报告期 上年同期 归属于上市公 盈利：约 5000 万元-5500 万元 司股东的净利 盈利：9,697.74 万元 润 比上年同期下降：43.29%－48.44% 扣除非经常性 盈利：约 4626 万元-5126 万元 损益后的净利 盈利：9,308.78 万元 润 比上年同期下降：44.93%－50.30% 二、与会计师事务所沟通情况 本次业绩预告的相关财务数据未经会计师事务所审计。 三、业绩变动原因说明 科技创新 爱人宏业 证券代码：300092 证券简称：科新机电 公告编号：2025-035 （1）报告期在订单良好的情况下，部分在制产品由于外部技术输入条件滞后，对 排产计划造成困扰，影响了正常产出。 （2）本报告阶段交付客户的产品结构相比上年同期发生变化，如塔器设备和大型 设备相对更多，工序工作量增加，加之大型设备更多占用场地，导致整体制造更为花 费时间。伴随营业收入下降等原因，毛利润同比下降约4000万元。 货款回收变慢，应收账款账龄变长，风险 ...

东岳集团(00189.HK)发布公告称，预计前6月 净利润可能同比增约150%。主要由于部分制冷剂产品价格 较去年同期大幅上涨。 ...

传化智联（002010）公告，预计2025年上半年净利润为5亿元–5.5亿元，比上年同期的2.89亿元上升 72.78%-90.06%。 ...

雷迪克（300652）公告，2025年半年度归属于上市公司股东的净利润预计为8253.2万元-9313.85万元， 同比增长40.48%—58.53%。 ...

智微智能（001339）公告，预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润为9198万 元—1.12亿元，上年同期为5648.13万元，同比增长62.85%—99.06%。归属于上市公司股东的扣除非经 常性损益后的净利润为7759万元—9804万元，上年同期为4950.64万元，同比增长56.73%—98.04%。基 本每股收益为0.37元/股—0.45元/股，上年同期为0.23元/股。 ...

此外，公司董事、销售总监钱晓达通过张家港盛畅企业管理合伙企业(有限合伙)(简称"盛畅合伙")间接持有公 司股份183,490股(占公司总股本比例0.1758%)，计划自公告披露之日起15个交易日后的3个月内以集中竞价方 式减持公司股份不超过45,000股(占公司总股本比例0.0431%)。 公司财务总监李建通过盛畅合伙间接持有公司股份158,725股(占公司总股本比例0.1521%)，计划自公告披露之 日起15个交易日后的3个月内以集中竞价方式减持公司股份不超过39,000股(占公司总股本比例的0.0374%)。公 司董事、销售总监钱晓达及财务总监李建通过盛畅合伙合计减持84,000股(占公司总股本比例0.0804%)。 中国经济网北京7月9日讯海锅股份（301063）(301063.SZ)昨晚发布《关于实际控制人之一及部分董监高减持 股份的预披露公告》。公司于近日收到实际控制人之一钱丽萍，董事、销售总监钱晓达，财务总监李建，副 总经理赵玉宝，副总经理李欣，监事会主席蒋伟分别出具的《买卖计划告知函》。 公司实际控制人之一钱丽萍直接和间接合计持有公司股份10,540,838股(占公司总股本比例10.1004%) ...

越秀资本（000987）公告，预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润为14.73亿 元至15.75亿元，同比增长45%至55%。扣除非经常性损益后的归属于上市公司股东的净利润为14.66亿 元至15.67亿元，同比增长69%至81%。基本每股收益预计为0.2922元/股至0.3125元/股。 ...

华测导航（300627）公告，预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润为3.2亿元 至3.35亿元，比上年同期的2.51亿元增长27.37%至33.34%。归属于上市公司股东的扣除非经常性损益的 净利润为2.93亿元至3.08亿元，比上年同期的2.11亿元增长38.93%至46.04%。 ...

文/梧桐数据中心 | 排名 | 公司简称 | 拟上板块 | 2024年扣非归母冷却润 | | --- | --- | --- | --- | | | | | (单位:万元) | | 1 | 华润新能源 | 深主板 | 784.528.76 | | 2 | 重刻胎份 | 深主板 | 258.895.26 | | 3 | 盛龙股份 | 深主板 | 75,121.14 | | 4 | 振石股份 | 沪主板 | 59.959.91 | | 5 | 大海电子 | 深主板 | 58.034.58 | | 6 | 陕西旅游 | 沪主板 | 50.164.55 | | 7 | 重康科技 | 深壬板 | 44,228.70 | | 8 | 康瑞新材 | 深丰板 | 41.488.97 | | 9 | 日非乳业 | 沪主板 | 29.964.53 | | 10 | 维通利 | 深主板 | 27,080.17 | | 11 | 福恩股份 | 深主板 | 25 475.49 | | 12 | 田园生化 | 深主板 | 22,769.48 | | 13 | 植物医生 | 深主板 | 22,480.03 | | 14 | 埃泰克 | 沪 ...

Macro Liquidity - The US dollar index continued to decline, and the degree of "inversion" in the China-US interest rate spread deepened. Both nominal and real yields on 10-year US Treasuries rose, indicating a rebound in inflation expectations [1][6] - Offshore dollar liquidity has marginally tightened, while the domestic interbank funding situation remained overall balanced, with a slight widening of the yield spread between 10-year and 1-year bonds [1][6] Market Trading Activity - Overall market trading heat has decreased, with most major indices experiencing a decline in volatility. Sectors such as light industry, military industry, textile and apparel, chemicals, retail, machinery, computers, pharmaceuticals, steel, and telecommunications are all above the 80th percentile in trading heat [2][6] - The liquidity indicators in the market have also receded, with the non-ferrous metals sector's liquidity indicators above the 50th historical percentile [2][11] Analyst Forecasts - Analysts have adjusted the net profit forecasts for the entire A-share market for 2025/2026, with sectors such as steel, retail, machinery, electric power, media, non-ferrous metals, and utilities seeing upward revisions [2][4] - The proportion of stocks with upward revisions in net profit forecasts for 2025/2026 has increased, while the proportion of stocks with downward revisions has decreased [4][16] - The net profit forecasts for the ChiNext Index and the SSE 50 have been raised, while those for the CSI 300 have been lowered. The CSI 500's forecasts have seen mixed adjustments [4][16] Northbound Trading - Northbound trading activity has decreased, with an overall net sell-off of A-shares. The average daily trading volume for northbound trading has also declined [3][5] - Northbound funds have primarily net bought sectors such as electric power and utilities, and electronics, while net selling occurred in sectors like computers, media, food and beverage, agriculture, and home appliances [3][5] Margin Financing - Margin financing activity has slightly decreased but remains at a high point since late March 2025. The net buying in margin financing was 12.607 billion yuan, with significant net purchases in sectors like electronics, military, chemicals, and electric power [4][6] - The proportion of financing purchases in sectors such as non-ferrous metals, real estate, telecommunications, and military has increased, with non-ferrous metals and telecommunications above the 50th historical percentile [4][8] Fund Activity - The positions of actively managed equity funds have decreased, with overall net redemptions in ETFs, primarily from institutional ETFs. Active equity funds have increased positions in sectors like military, telecommunications, computers, and pharmaceuticals, while reducing positions in agriculture, retail, and consumer services [4][8] - Newly established equity funds have seen a significant decline in scale, with both active and passive equity fund sizes decreasing [4][8]