本次财报公布的各项数据指标表现一般。其中，毛利率36.24%，同比增11.28%，净利率12.39%，同比 增7.13%，销售费用、管理费用、财务费用总计11.64亿元，三费占营收比14.13%，同比减17.53%，每股 净资产29.78元，同比增6.92%，每股经营性现金流2.74元，同比增33.36%，每股收益1.67元，同比增 3.09% 证券之星价投圈财报分析工具显示： 据证券之星公开数据整理，近期欧派家居（603833）发布2025年中报。截至本报告期末，公司营业总收 入82.41亿元，同比下降3.98%，归母净利润10.18亿元，同比上升2.88%。按单季度数据看，第二季度营 业总收入47.94亿元，同比下降3.39%，第二季度归母净利润7.1亿元，同比下降7.96%。本报告期欧派家 居盈利能力上升，毛利率同比增幅11.28%，净利率同比增幅7.13%。 建议关注公司现金流状况（货币资金/流动负债仅为62.48%） 建议关注公司债务状况（有息资产负债率已达22.84%） 分析师工具显示：证券研究员普遍预期2025年业绩在28.01亿元，每股收益均值在4.6元。 | 基金筒称 | ■等代码 | 持有 ...

Core Viewpoint - The recent financial report of Seagull Co., Ltd. (海鸥股份) shows significant growth in revenue and net profit for the first half of 2025 compared to the same period in 2024, indicating improved profitability and operational efficiency [1]. Financial Performance - Total revenue for the first half of 2025 reached 775 million yuan, a year-on-year increase of 19.99% [1]. - The net profit attributable to shareholders was 34.88 million yuan, reflecting a 25.31% increase year-on-year [1]. - In Q2 2025, total revenue was 513 million yuan, up 35.98% year-on-year, while net profit for the quarter was 15.94 million yuan, a 6.6% increase [1]. - Gross margin improved to 27.4%, up 7.92% year-on-year, and net margin increased to 4.74%, up 6.42% year-on-year [1]. Cost Management - Total selling, administrative, and financial expenses amounted to 137 million yuan, accounting for 17.72% of revenue, a decrease of 3.26% year-on-year [1]. - The company reported a decrease in earnings per share to 0.11 yuan, an increase of 22.22% year-on-year, while operating cash flow per share dropped significantly to 0.01 yuan, down 97.82% year-on-year [1]. Asset and Liability Management - Cash and cash equivalents increased to 716 million yuan, a 30.83% rise year-on-year [1]. - Accounts receivable rose to 719 million yuan, an 8.49% increase year-on-year, with accounts receivable to profit ratio reaching 749.43% [4]. - Interest-bearing debt increased to 622 million yuan, a 17.38% rise year-on-year [1]. Return on Investment - The company's return on invested capital (ROIC) for the previous year was 7.42%, indicating average capital returns [3]. - Historical data shows a median ROIC of 7.28% since the company went public, with the lowest ROIC recorded in 2018 at 4.45% [3].

| 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 2.85亿 | 2.96 Z | 3.89% | | 归母浄利润（元） | -1.3 Z | -1.06 Z | 18.36% | | 扣非净利润(元) | -1.46 Z | -1.21亿 | 17.41% | | 货币资金(元) | 2.12亿 | 2.88亿 | 36.27% | | 应收账款(元) | 4.4亿 | 4.16 乙 | -5.49% | | 有息负债(元) | 2.45亿 | 2.04亿 | -16.64% | | 毛利率 | 62.88% | 68.79% | 9.40% | | 净利率 | -45.74% | -35.95% | 21.41% | | 三费占营收比 | 77.28% | 64.39% | -16.68% | | 每股净资产 (元) | 5.16 | 4.78 | -7.42% | | 每股收益 (元) | -0.54 | -0.41 | 24.07% | | 每股经营性现金流(元) | -0.87 | -0.38 | 56. ...

据证券之星公开数据整理，近期豪江智能（301320）发布2025年中报。截至本报告期末，公司营业总收 入4.59亿元，同比上升18.64%，归母净利润1954.01万元，同比下降22.46%。按单季度数据看，第二季 度营业总收入2.49亿元，同比上升31.08%，第二季度归母净利润329.27万元，同比下降73.88%。本报告 期豪江智能三费占比上升明显，财务费用、销售费用和管理费用总和占总营收同比增幅达36.97%。 本次财报公布的各项数据指标表现一般。其中，毛利率23.6%，同比减0.38%，净利率4.25%，同比减 34.64%，销售费用、管理费用、财务费用总计4775.02万元，三费占营收比10.39%，同比增36.97%，每 股净资产5.79元，同比增1.28%，每股经营性现金流0.32元，同比增611.39%，每股收益0.11元，同比减 21.43% 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 业务评价：公司去年的ROIC为3.68%，资本回报率不强。去年的净利率为5.66%，算上全部成本后，公 司产品或服务的附加值 ...

Core Viewpoint - The recent financial report of Jianyou Co., Ltd. (603707) indicates a decline in both revenue and net profit for the first half of 2025 compared to the previous year, raising concerns about the company's financial health and operational efficiency [1]. Financial Performance Summary - Total revenue for the first half of 2025 was 1.98 billion yuan, a decrease of 7.6% year-on-year [1]. - Net profit attributable to shareholders was 286 million yuan, down 29.32% from the previous year [1]. - In Q2 2025, total revenue was 1.095 billion yuan, reflecting a year-on-year decline of 3.84% [1]. - Q2 net profit attributable to shareholders was 202 million yuan, a decrease of 11.53% year-on-year [1]. - The gross margin was 37.49%, down 6.83% year-on-year, while the net margin was 14.46%, down 23.51% [1]. - The total of selling, administrative, and financial expenses reached 350 million yuan, accounting for 17.68% of total revenue, an increase of 54.56% year-on-year [1]. Key Financial Ratios - The company's return on invested capital (ROIC) for the previous year was 10.39%, indicating average capital returns [3]. - The historical median ROIC since the company went public is 14.31%, with a significant drop to -1.55% in the worst year, 2023 [3]. - The cash flow situation is concerning, with cash and cash equivalents to current liabilities ratio at 96.18% [3]. - The debt situation is also a concern, with interest-bearing debt ratio reaching 20.97% [3]. - Accounts receivable to profit ratio has reached 154.56%, indicating potential collection issues [3]. Market Sentiment and Fund Holdings - Analysts expect the company's performance in 2025 to reach 1.023 billion yuan, with an average earnings per share of 0.63 yuan [3]. - The company is held by a prominent fund manager, Chen Hao from E Fund, who has recently increased his holdings [3][4]. - The largest fund holding Jianyou shares is the Jiaoyin Growth Mixed Fund, with a scale of 1.719 billion yuan and a recent net value increase of 0.16% [5].

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0.36%，资本回报率不强。去年的净利率为2.69%，算上全部成本后，公 司产品或服务的附加值不高。从历史年报数据统计来看，公司上市以来中位数ROIC为29.7%，投资回报 也很好，其中最惨年份2023年的ROIC为-2.31%，投资回报极差。公司历史上的财报相对良好（注：公 司上市时间不满10年，上市时间越长财务均分参考意义越大。），公司上市来已有年报2份，亏损年份1 次，需要仔细研究下有无特殊原因。 偿债能力：公司现金资产非常健康。 据证券之星公开数据整理，近期麒麟信安（688152）发布2025年中报。截至本报告期末，公司营业总收 入9405.98万元，同比上升5.19%，归母净利润-1038.37万元，同比上升28.61%。按单季度数据看，第二 季度营业总收入5813.77万元，同比上升28.4%，第二季度归母净利润329.72万元，同比上升145.34%。 本报告期麒麟信安盈利能力上升，毛利率同比增幅12.9%，净利率同比增幅32.04%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率81.01%，同比增12.9%，净利率-11.0 ...

据证券之星公开数据整理，近期中亚股份(300512)发布2025年中报。截至本报告期末，公司营业总收入 5.29亿元，同比上升9.51%，归母净利润3247.31万元，同比下降2.04%。按单季度数据看，第二季度营 业总收入2.38亿元，同比下降4.37%，第二季度归母净利润1506.59万元，同比上升21.56%。本报告期中 亚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1492.54%。 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1.25%，资本回报率不强。去年的净 利率为2.38%，算上全部成本后，公司产品或服务的附加值不高。从历史年报数据统计来看，公司上市 以来中位数ROIC为13.03%，投资回报也较好，其中最惨年份2024年的ROIC为1.25%，投资回报一般。 公司历史上的财报相对良好(注：公司上市时间不满10年，上市时间越长财务均分参考意义越大。)。商 业模式：公司业绩主要依靠研发及营销驱动。需要仔细研究这类驱动力背后的实际情况。 财报体检工具显示：建议关注公司现金流状况(货币资金/流动负债仅为41.02%、近3年经营性现金流均 值/流动负债仅为-0.77 ...

据证券之星公开数据整理，近期华钰矿业（601020）发布2025年中报。根据财报显示，华钰矿业营收净 利润同比双双增长。截至本报告期末，公司营业总收入8.03亿元，同比上升35.47%，归母净利润1.82亿 元，同比上升66.79%。按单季度数据看，第二季度营业总收入5.42亿元，同比上升56.8%，第二季度归 母净利润1.36亿元，同比上升92.12%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率51.29%，同比减4.59%，净利率28.6%，同比增 7.85%，销售费用、管理费用、财务费用总计9900.47万元，三费占营收比12.33%，同比减19.16%，每股 净资产4.39元，同比增10.8%，每股经营性现金流0.44元，同比增350.42%，每股收益0.22元，同比增 60.87% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 5.93亿 | 8.03亿 | - 35.47% | | 归母净利润(元) | 1.09亿 | 1.82亿 | 66.79% | | 扣非净利润(元) | 1.03亿 ...

据证券之星公开数据整理，近期江西铜业（600362）发布2025年中报。截至本报告期末，公司营业总收 入2569.59亿元，同比下降4.94%，归母净利润41.75亿元，同比上升15.42%。按单季度数据看，第二季 度营业总收入1453.48亿元，同比下降1.65%，第二季度归母净利润22.22亿元，同比上升16.84%。本报 告期江西铜业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96.39%。 本次财报公布的各项数据指标表现一般。其中，毛利率3.92%，同比减4.93%，净利率1.72%，同比增 15.54%，销售费用、管理费用、财务费用总计19.93亿元，三费占营收比0.78%，同比增3.24%，每股净 资产23.06元，同比增7.55%，每股经营性现金流0.83元，同比增159.2%，每股收益1.21元，同比增 15.24% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 2703.05 Z | 2569.59 Z | -4.94% | | 归母净利润(元) | 36.17 Z | 41.7 ...

财报体检工具显示： 据证券之星公开数据整理，近期伊利股份（600887）发布2025年中报。根据财报显示，伊利股份增收不 增利。截至本报告期末，公司营业总收入619.33亿元，同比上升3.37%，归母净利润72.0亿元，同比下 降4.39%。按单季度数据看，第二季度营业总收入289.15亿元，同比上升5.77%，第二季度归母净利润 23.26亿元，同比上升44.65%。 本次财报公布的各项数据指标表现一般。其中，毛利率36.05%，同比增3.62%，净利率11.71%，同比减 7.68%，销售费用、管理费用、财务费用总计132.2亿元，三费占营收比21.35%，同比减6.26%，每股净 资产8.43元，同比增1.24%，每股经营性现金流0.47元，同比减43.98%，每股收益1.14元，同比减3.39% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 599.15 Z | 619.33 亿 | 3.37% | | 归母净利润(元) | 75.31 Z | 72亿 | -4.39% | | 扣非净利润(元) | 5 ...