2025年8月15日，利民股份(002734.SZ)发布2025年中报。 公司营业总收入为24.52亿元。归母净利润为2.69亿元。经营活动现金净流入为9143.91万元。 公司最新资产负债率为47.78%。 公司最新毛利率为26.13%。最新ROE为7.73%。 公司摊薄每股收益为0.69元。 公司最新总资产周转率为0.36次。最新存货周转率为2.43次，较去年同期存货周转率减少0.22次，同比 较去年同期下降8.40%。 公司股东户数为6.92万户，前十大股东持股数量为1.51亿股，占总股本比例为34.20%，前十大股东持股 情况如下： | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | | 李明 | 16.72% | | | 李新生 | 10.14% | | AWNH | 孙敬权 | 1.71% | | | 高盛国际-自有资金 | 1.16% | | 5 | 周国义 | 1.07% | | 6 | MORGAN STANLEY & CO. INTERNATIONAL PLC. | 0.89% | | 7 | UBS AG | 0.87% | | 8 | 张清华 | 0. ...

公司营业总收入为82.77亿元，较去年同报告期营业总收入减少6.44亿元，同比较去年同期下降7.22%。归母净利润为1.11亿元，较去年同报告期归母净利润 减少6478.48万元，同比较去年同期下降36.87%。经营活动现金净流入为-1.09亿元，较去年同报告期经营活动现金净流入增加1.79亿元，实现2年连续上涨。 公司最新资产负债率为67.87%，较上季度资产负债率增加2.00个百分点，较去年同期资产负债率增加2.48个百分点。 公司最新毛利率为5.77%，较上季度毛利率减少0.75个百分点，较去年同期毛利率增加0.33个百分点。最新ROE为3.11%，较去年同期ROE减少1.71个百分 点。 公司摊薄每股收益为0.12元，较去年同报告期摊薄每股收益减少0.07元，同比较去年同期下降36.84%。 公司最新总资产周转率为0.74次，较去年同期总资产周转率减少0.04次，同比较去年同期下降5.75%。最新存货周转率为2.61次，较去年同期存货周转率减少 0.66次，同比较去年同期下降20.21%。 公司股东户数为4.40万户，前十大股东持股数量为4.15亿股，占总股本比例为43.87%，前十大股东持股情况如下 ...

2025年8月15日，巨力索具(002342.SZ)发布2025年中报。 公司营业总收入为11.40亿元。归母净利润为935.08万元。经营活动现金净流入为-4281.89万元。 公司最新资产负债率为54.74%，较上季度资产负债率增加0.98个百分点，较去年同期资产负债率增加5.82个百分点。 公司最新毛利率为18.00%，较上季度毛利率减少0.80个百分点，较去年同期毛利率减少3.15个百分点。最新ROE为0.38%。 公司摊薄每股收益为0.01元。 公司最新总资产周转率为0.22次。最新存货周转率为1.04次，较去年同期存货周转率减少0.03次，同比较去年同期下降2.69%。 公司股东户数为12.82万户，前十大股东持股数量为3.48亿股，占总股本比例为36.23%，前十大股东持股情况如下： | 序号 | 股东名称 持股 | | --- | --- | | 巨力集团有限公司 l | 20.0 | | 2 杨建忠 | 5.21 | | 3 张虹 | 4.96 | | 易方达基金-中央汇金资产管理有限责任公司-易方达基金-汇金资管单一资产管理 ব | 1.90 | | 5 杨会德 | 1.75 | | 6 ...

2025年8月15日，赫美集团(002356.SZ)发布2025年中报。 公司最新资产负债率为26.90%，较上季度资产负债率增加4.00个百分点，较去年同期资产负债率增加0.27个百分点。 公司最新毛利率为13.13%，较上季度毛利率减少0.52个百分点，较去年同期毛利率减少28.31个百分点。最新ROE为-1.79%。 公司摊薄每股收益为-0.01元。 公司最新总资产周转率为0.37次。最新存货周转率为5.44次。 公司股东户数为2.32万户，前十大股东持股数量为6.24亿股，占总股本比例为47.59%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | l | 海南时代榕光实业投资合伙企业(有限合伙) | 17.1 | | 2 | 北京元程序资产管理有限公司-元程序赋元私募证券投资基金 | 5.00 | | 3 | 北京天蝎座资产管理有限公司-天蝎座36号私募证券投资基金 | 5.00 | | ব | 赤毅 | 4.66 | | 5 | 吉林环城农村商业银行股份有限公司 | 4.41 | | 6 | 孝义市富源金来热源有限公司 | 3.47 | | ...

Core Viewpoint - Saintno Bio (688117.SH) reported its mid-year results for 2025, showing a total revenue of 338 million yuan and a net profit attributable to shareholders of 88.96 million yuan, indicating a stable financial performance in the first half of the year [1]. Financial Performance - The company's total revenue for the first half of 2025 was 338 million yuan [1]. - The net profit attributable to shareholders was 88.96 million yuan [1]. - The net cash inflow from operating activities was 81.66 million yuan [1]. Financial Ratios - The latest debt-to-asset ratio is 43.45%, which is an increase of 1.48 percentage points from the previous quarter and an increase of 3.80 percentage points from the same period last year [3]. - The latest gross profit margin is 56.89%, reflecting a decrease of 2.70 percentage points compared to the same period last year [3]. - The latest return on equity (ROE) is 8.96% [3]. Earnings Per Share - The diluted earnings per share (EPS) is 0.57 yuan [4]. Asset Management - The latest total asset turnover ratio is 0.20 times [5]. - The latest inventory turnover ratio is 0.47 times [5]. Shareholder Structure - The number of shareholders is 11,100, with the top ten shareholders holding a total of 79.91 million shares, accounting for 50.77% of the total share capital [5]. - The largest shareholder is Sichuan Saino Investment Co., Ltd., holding 30.39% of the shares [5].

2025年8月15日，兰剑智能(688557.SH)发布2025年中报。 公司营业总收入为6.23亿元。归母净利润为4136.26万元。经营活动现金净流入为153.72万元。 公司最新资产负债率为43.78%，较上季度资产负债率增加5.66个百分点，较去年同期资产负债率增加7.94个百分点。 公司最新毛利率为28.59%，较去年同期毛利率减少0.71个百分点。最新ROE为3.52%。 公司摊薄每股收益为0.40元。 公司较去年同期总资产周转率持平，同比较去年同期下降1.56%。最新存货周转率为1.85次，较去年同期存货周转率减少0.40次，同比较去年同期下降 17.99%。 公司股东户数为5605户，前十大股东持股数量为5709.54万股，占总股本比例为55.86%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | T | 吴耀华 | 35.7 | | 2 | 济南科技创业投资集团有限公司 | 6.12 | | 3 | 段重行 | 3.36 | | ব | 深圳市达晨财智创业投资管理有限公司-深圳市达晨创通股权投资企业(有限合伙) | 2.82 | | ...

Financial Performance - The company reported a total revenue of 356 million yuan for the first half of 2025 [1] - The net profit attributable to shareholders was 65.97 million yuan [1] - The net cash inflow from operating activities was 67.65 million yuan [1] Key Financial Ratios - The latest debt-to-asset ratio is 8.11%, an increase of 0.29 percentage points from the previous quarter [3] - The latest gross profit margin is 45.29%, a decrease of 1.96 percentage points from the previous quarter and a decrease of 1.18 percentage points from the same period last year [3] - The return on equity (ROE) is 3.56% [3] - The diluted earnings per share (EPS) is 0.49 yuan [3] - The total asset turnover ratio is 0.17 times [3] - The inventory turnover ratio is 0.97 times [3] Shareholder Information - The number of shareholders is 13,900, with the top ten shareholders holding a total of 96.15 million shares, accounting for 71.16% of the total share capital [3] - The largest shareholder is Chen Tao, holding 36.8% of the shares [3] - Other significant shareholders include Shenzhen Weihai Investment Co., Ltd. (12.9%) and Wang Yan (12.2%) [3]

Core Insights - Alloy Investment (000633.SZ) reported a total revenue of 164 million yuan and a net profit attributable to shareholders of 4.58 million yuan for the first half of 2025 [1] - The company experienced a cash inflow from operating activities amounting to 15.06 million yuan [1] Financial Performance - The latest debt-to-asset ratio stands at 46.74%, an increase of 24.23 percentage points compared to the same period last year [3] - The gross profit margin is reported at 15.43% [3] - Return on equity (ROE) is at 2.36% [3] - The diluted earnings per share (EPS) is 0.01 yuan [3] - Total asset turnover ratio is 0.36 times, a decrease of 0.04 times or 9.96% year-on-year [3] - Inventory turnover ratio is recorded at 1.90 times [3] Shareholder Structure - The number of shareholders is 22,500, with the top ten shareholders holding a total of 126 million shares, accounting for 32.72% of the total share capital [3] - The largest shareholder is Guanghui Energy Co., Ltd., holding 20.7% of shares [3] - Other significant shareholders include Qiongqing City Zhaoyin No. 3 Investment Partnership (6.00%), Merrill Lynch International (0.90%), and Barclays Bank PLC (0.85%) [3]

Group 1 - The core revenue of Zeekr Technology for the first half of the year reached 49.45 billion yuan, with a comprehensive gross margin of 20%, an increase of 2.7 percentage points year-on-year [1] - In the second quarter, Zeekr Technology reported an unaudited revenue of 27.43 billion yuan, with a historical high comprehensive gross margin of 20.6%, up 2.6 percentage points year-on-year [3] - The revenue from vehicle sales in the second quarter was 22.92 billion yuan, showing a year-on-year growth of 2.2%, while the vehicle gross margin reached a historical high of 17.3%, increasing by 5.8 percentage points year-on-year [3] Group 2 - The research and development expense ratio for the second quarter was 7.8%, while the selling and administrative expense ratio was 12.3% [3] - Both the research and development expense ratio and the selling and administrative expense ratio decreased year-on-year [1]

Core Viewpoint - The company reported a strong performance in 2Q25, exceeding previous guidance for both revenue and gross margin, with expectations for steady growth in 3Q25 [4][5]. Financial Performance - In 2Q25, the company achieved sales revenue of $566.1 million, representing a year-over-year increase of 18.3% and a quarter-over-quarter increase of 4.6%. The gross margin was 10.9%, up 0.4 percentage points year-over-year and 1.7 percentage points quarter-over-quarter, surpassing the prior guidance of $550-570 million in revenue and 7%-9% gross margin [5]. - For 3Q25, the company anticipates sales revenue of approximately $620-640 million and a gross margin of around 10%-12% [5]. Capacity Utilization - As of the end of 2Q25, the company's monthly capacity, equivalent to 8-inch wafers, was 447,000 pieces, reflecting an 18.0% year-over-year increase and an 8.2% quarter-over-quarter increase. The capacity utilization rate was 108.3%, up 10.4 percentage points year-over-year and 5.7 percentage points quarter-over-quarter, indicating a stable upward trend [6]. - The company has maintained full capacity utilization for multiple quarters, with stable release of 12-inch capacity contributing to revenue growth [6]. Market Demand - By end-market segmentation, revenue from consumer electronics, communications, and computers increased by 2.7%, 9.8%, and 2.8% quarter-over-quarter, respectively. Revenue from industrial and automotive sectors rose by 7.7% [7]. - Demand for analog and power management products continued to grow, with a year-over-year increase of 59.3% and a quarter-over-quarter increase of 17.9%. The recovery in power device demand also showed a year-over-year growth of 9.4% and a quarter-over-quarter growth of 2.4% [7]. Capital Expenditure - The company's capital expenditure in 2Q25 was $407.7 million, with $376 million allocated to Huahong Manufacturing, $17.6 million to Huahong Wuxi, and $13.7 million to Huahong 8-inch [8]. - The company plans for Fab 9 to reach full capacity by the first quarter of 2026, with a corresponding capacity of 60,000 pieces per month. The ramp-up of Fab 9's capacity is expected to accelerate, contributing to stable growth [8].