迅捷环球控股(00540)发布截至2025年6月30日止6个月中期业绩，该集团取得收益1.57亿港元，同比减少 44.2%;公司权益持有人应占期内溢利260万港元，同比减少51%;每股溢利0.0044港元。 公告称，集团的收益减少主要是由于来自部分现有客户的销售订单减少。 ...

风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 国泰海通：上半年营收238.7亿元人民币；上半年净利润157.37亿元，同比增长213.74%。 ...

Group 1 - The company reported a total operating revenue of 563 million yuan for the first half of 2025, representing a year-on-year increase of 15.65% [1] - The net profit attributable to shareholders of the parent company was 97.71 million yuan, showing a year-on-year growth of 3.99% [1] - The basic earnings per share were 0.28 yuan [1]

Core Viewpoint - China Railway Construction Corporation (CRCC) reported a decline in both revenue and net profit for the first half of 2025, indicating challenges in its core business segments [1] Financial Performance - The operating revenue for the first half of 2025 was 489.199 billion yuan, a decrease of 5.22% year-on-year [1] - The net profit attributable to shareholders was approximately 10.701 billion yuan, down 10.09% year-on-year [1] - Basic earnings per share stood at 0.7 yuan [1] Business Segments - The revenue decline was primarily due to reduced activities in engineering contracting, planning and design consulting, real estate development, and material logistics [1] Contractual Performance - The total new contracts signed in the first half of 2025 amounted to 1,056.1696 billion yuan, a year-on-year decrease of 4.04% [1] - Domestic new contracts totaled 942.0752 billion yuan, accounting for 89.20% of the total, with a year-on-year decline of 8.37% [1] - International new contracts reached 114.0944 billion yuan, representing 10.80% of the total, with a significant year-on-year increase of 57.43% [1] Unfinished Contracts - As of June 30, 2025, the total amount of unfinished contracts was 8,068.2444 billion yuan [1] - Unfinished domestic contracts totaled 6,539.8293 billion yuan, making up 81.06% of the total [1] - Unfinished international contracts amounted to 1,528.4151 billion yuan, accounting for 18.94% of the total [1]

（原标题：海普瑞(002399.SZ)发布上半年业绩，归母净利润4.22亿元，同比下降36.44%） 智通财经APP讯，海普瑞(002399.SZ)发布2025年半年度报告，报告期内，公司实现营业收入28.17亿 元，同比下降0.71%。实现归属于上市公司股东的净利润4.22亿元，同比下降36.44%。实现归属于上市 公司股东的扣除非经常性损益的净利润4.26亿元，同比增长29.34%。基本每股收益0.2875元。 ...

乐山电力公告，2025年上半年营业收入16.23亿元，同比增长1.94%。净利润790.31万元，同比下降 14.55%。公司2025年半年度不进行利润分配，也不进行资本公积金转增。 ...

新致软件公告，2025年上半年营业收入8.97亿元，同比下降3.40%。净利润3035.31万元，同比增长 42.84%。 ...

Group 1 - The company's revenue for the first half of 2025 reached 9.564 billion yuan, representing a year-on-year increase of 3.26% [1] - The net profit for the same period was 90.0214 million yuan, showing a year-on-year decline of 31.31% [1]

Financial Performance - The company reported a total revenue of 520 million yuan for the first half of 2025, representing a year-on-year increase of 2.74% [1] - The net profit attributable to shareholders reached 13.83 million yuan, up 60.35% year-on-year [1] - In Q2 2025, the revenue was 384 million yuan, showing a significant increase of 24.71% compared to the same quarter last year [1] - The net profit for Q2 2025 was 24.37 million yuan, reflecting a remarkable year-on-year growth of 269.61% [1] Profitability Metrics - The gross margin for the first half of 2025 was 20.52%, down 6.19% from the previous year [1] - The net profit margin improved to 2.66%, an increase of 53.81% year-on-year [1] - The total of selling, administrative, and financial expenses was 66.96 million yuan, accounting for 12.87% of revenue, a decrease of 11.94% year-on-year [1] Cash Flow and Assets - The company reported a negative operating cash flow of -0.47 yuan per share, a decline of 45.28% year-on-year [1] - The cash and cash equivalents increased to 182 million yuan, up 29.46% from the previous year [1] - Accounts receivable stood at 440 million yuan, a slight increase of 1.63% year-on-year, with accounts receivable to net profit ratio reaching 1402.23% [1][3] Debt and Financial Health - Interest-bearing liabilities decreased to 291 million yuan, down 11.73% year-on-year [1] - The company's return on invested capital (ROIC) was reported at 4.42%, indicating weak capital returns [3] - The company has experienced two years of losses since its listing, suggesting a fragile business model [3]

Core Viewpoint - Puyuan Precision Electric (688337) reported a strong performance in its 2025 mid-year report, with significant increases in revenue and net profit compared to the previous year [1] Financial Performance - Total revenue for the first half of 2025 reached 355 million yuan, a year-on-year increase of 15.57% [1] - Net profit attributable to shareholders was 16.22 million yuan, up 112.1% year-on-year [1] - In Q2 2025, total revenue was 187 million yuan, reflecting a 19.86% increase year-on-year, while net profit for the quarter was 12.43 million yuan, up 829.1% [1] - The gross profit margin was 55.39%, down 2.25% from the previous year, and the net profit margin was 4.57%, down 6.85% [1] - Total operating expenses (sales, management, and financial expenses) amounted to 102 million yuan, accounting for 28.85% of revenue, a decrease of 20.03% year-on-year [1] Balance Sheet and Cash Flow - Accounts receivable increased to 150 million yuan, representing a 20.14% rise year-on-year, with accounts receivable to net profit ratio at 162.15% [1][3] - Cash and cash equivalents were reported at 329 million yuan, a slight increase of 1.86% [1] - The company reported a negative operating cash flow per share of -0.07 yuan, a significant decrease of 131.78% year-on-year [1] Investment Insights - The company's return on invested capital (ROIC) was 3% last year, indicating a weak capital return [1][2] - Analysts expect the company's performance in 2025 to reach 137 million yuan, with an average earnings per share of 0.7 yuan [3] Fund Holdings - The largest fund holding Puyuan Precision Electric is E Fund Active Growth Mixed Fund, with 2.85 million shares, newly entering the top ten holdings [4] - Other funds that have increased their holdings include Shenwan Hongyuan Intelligent Driving Stock A and West China Li De Event-Driven Stock A [4]