2025年8月20日， 蓝晓科技 (300487.SZ)发布2025年中报。 公司营业总收入为12.47亿元，较去年同报告期营业总收入减少4707.06万元，同比较去年同期下降 3.64%。归母净利润为4.45亿元。经营活动现金净流入为2.88亿元。 | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | I | 寇晓康 | 24.38% | | 2 | 田晓军 | 15.16% | | 3 | 高月静 | 12.90% | | 4 | 香港中央结算有限公司 | 9.86% | | 5 | 基本养老保险基金一六零二二组合 | 4.10% | | 6 | 中国工商银行股份有限公司-富国天惠精选成长混合型证券投资基金(LOF) | 1.97% | | 7 | 苏碧梧 | 1.41% | | 8 | 中国工商银行股份有限公司-易方达创业板交易型开放式指数证券投资基金 | 1.22% | | 9 | 招商银行股份有限公司-睿远成长价值混合型证券投资基金 | 1.13% | | 10 | 全国社保基金 -- 四组合 | 2 0.0896 | 公司最新毛利率为51.26%。最新ROE为10. ...

Core Insights - The company, Jintian International, reported a decline in its operating performance for the first half of 2025, with revenue of 1.412 billion yuan, a year-on-year decrease of 14.36%, and a net profit attributable to shareholders of 188 million yuan, down 22.53% compared to the previous year [1][3]. Financial Performance - The company's profitability indicators showed a significant decline, with net profit margin dropping from 14.70% in the first half of 2024 to 13.30% in 2025, a decrease of 1.40 percentage points. The gross profit margin also fell from 28.86% to 24.61%, a decline of 4.25 percentage points. Return on equity for the first half of 2025 was 10.53%, down 3.44 percentage points year-on-year [3]. Operational Stability - Jintian International faced challenges in cash flow, with a net cash flow from operating activities of -144 million yuan, an improvement from -159 million yuan in the same period of 2024, but still indicating cash outflows exceeded inflows. The inventory turnover days improved to 154.69 days, a decrease of 13.42% year-on-year, indicating better inventory management efficiency. The debt-to-asset ratio for the first half of 2025 was 58.72%, down 1.91 percentage points, suggesting an improvement in financial structure [5]. Institutional Holdings - As of the first half of 2025, the number of institutional investors holding Jintian International's stock decreased to 6, down from 62 in the same period of 2024, indicating a decline in investor confidence. The company's market capitalization peaked at 9.736 billion yuan on November 28, 2016, and currently stands at 6.061 billion yuan, requiring a 60.63% increase in stock price to reach its historical high. However, the stock price has increased by 18.01% year-to-date [7].

Core Viewpoint - Jiangsu Shentong (002438.SZ) reported a continuous increase in revenue and net profit for the first half of 2025, indicating stable growth in its financial performance [1][3]. Financial Performance - The total operating revenue for the company reached 1.068 billion yuan, an increase of 16.04 million yuan compared to the same period last year, marking a year-on-year growth of 1.52% [1]. - The net profit attributable to shareholders was 150 million yuan, up by 6.77 million yuan from the previous year, reflecting a year-on-year increase of 4.72% [1]. - The net cash flow from operating activities was -35.96 million yuan, which is an improvement of 25.14 million yuan compared to the same period last year [1]. Profitability Metrics - The latest asset-liability ratio stands at 40.37%, unchanged from the previous quarter and down by 1.38 percentage points from the same period last year [3]. - The gross profit margin is reported at 32.33%, an increase of 0.75 percentage points year-on-year, achieving three consecutive years of growth [3]. - The return on equity (ROE) is recorded at 4.19% [3]. - The diluted earnings per share (EPS) is 0.30 yuan, an increase of 0.01 yuan from the same period last year, also reflecting a year-on-year growth of 4.70% [3]. Operational Efficiency - The total asset turnover ratio is 0.18 times, while the inventory turnover ratio is 0.81 times [3]. Shareholder Information - The number of shareholders is 27,700, with the top ten shareholders holding a total of 201 million shares, accounting for 39.65% of the total share capital [3]. - The top shareholders include: 1. Ningbo Juyuan Ruili Venture Capital Partnership (Limited Partnership) - 16.2% 2. Wu Jianxin - 8.10% 3. Huzhou Fenglin Huoshan Equity Investment Partnership (Limited Partnership) - 5.00% 4. Huang Gaoyang - 2.32% 5. Han Li - 1.91% 6. Huatai PineBridge Fund Management Co., Ltd. - 1.63% 7. Yu Zhengtao - 1.59% 8. Gong Tianming - 1.26% 9. Shanghai Weiniu Investment Management Co., Ltd. - 0.79% 10. Hong Kong Central Clearing Limited - 0.76% [3].

公司最新资产负债率为20.61%，较去年同期资产负债率减少1.16个百分点。 2025年8月19日，国瓷材料(300285.SZ)发布2025年中报。 公司营业总收入为21.54亿元，较去年同报告期营业总收入增加2.01亿元，实现5年连续上涨，同比较去年同期上涨10.29%。归母净利润为3.32亿元，较去年 同报告期归母净利润增加126.82万元，实现2年连续上涨，同比较去年同期上涨0.38%。经营活动现金净流入为3.33亿元，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，同比较去年同期上涨116.11%。 公司摊薄每股收益为0.33元。 公司最新总资产周转率为0.23次，较去年同期总资产周转率增加0.01次，同比较去年同期上涨6.05%。最新存货周转率为1.51次，较去年同期存货周转率增加 0.09次，实现3年连续上涨，同比较去年同期上涨6.49%。 公司股东户数为4.82万户，前十大股东持股数量为4.27亿股，占总股本比例为42.81%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | l | 张曦 | 15.3 | | 2 ...

Core Insights - The company reported a total revenue of 2.573 billion yuan for the first half of 2025, marking an increase of 861 million yuan and a year-on-year growth of 50.25% [1] - The net profit attributable to shareholders reached 216 million yuan, an increase of 32.17 million yuan, reflecting a year-on-year growth of 17.54% [1] - The company has achieved three consecutive years of revenue and profit growth [1] Financial Performance - The latest asset-liability ratio stands at 56.11% [3] - The gross profit margin is reported at 26.15% [3] - The return on equity (ROE) is 7.16%, which is an increase of 0.07 percentage points compared to the same period last year [3] - The diluted earnings per share (EPS) is 0.22 yuan, up by 0.03 yuan, representing a year-on-year increase of 15.79% [3] - The total asset turnover ratio is 0.40 times, an increase of 0.06 times year-on-year, reflecting a growth of 16.35% [3] - The inventory turnover ratio is 1.79 times, up by 0.06 times, indicating a year-on-year increase of 3.38% [3] Shareholder Structure - The number of shareholders is 71,500, with the top ten shareholders holding 511 million shares, accounting for 52.72% of the total share capital [3] - The largest shareholder is Shenzhen Yingweike Investment Co., Ltd., holding 25.29% of the shares [3] - Other notable shareholders include Hong Kong Central Clearing Limited (8.49%) and Qi Yong (5.69%) [3]

公司最新总资产周转率为0.46次。最新存货周转率为2.76次。 公司股东户数为59.44万户，前十大股东持股数量为6.39亿股，占总股本比例为19.04%，前十大股东持 股情况如下： 2025年8月19日，欧菲光(002456.SZ)发布2025年中报。 公司最新毛利率为10.00%。最新ROE为-2.85%。 公司摊薄每股收益为-0.03元。 公司营业总收入为98.37亿元，较去年同报告期营业总收入增加3.00亿元，实现2年连续上涨，同比较去 年同期上涨3.15%。归母净利润为-1.09亿元。经营活动现金净流入为3.25亿元，较去年同报告期经营活 动现金净流入增加758.08万元，实现2年连续上涨，同比较去年同期上涨2.39%。 公司最新资产负债率为77.97%，较上季度资产负债率减少0.46个百分点。 | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | I | 深圳市欧菲投资控股有限公司 | 8.72% | | 2 | 裕高(中国)有限公司 | 4.54% | | 3 | 巢湖市生态科技发展有限公司 | 1.63% | | 4 | 香港中央结算有限公司 | 1.23% | ...

公司最新总资产周转率为0.09次。最新存货周转率为0.53次，较去年同期存货周转率增加0.09次，实现2年连续上涨，同比较去年同期上涨21.92%。 公司最新资产负债率为18.91%。 公司最新毛利率为45.40%。最新ROE为1.67%，较去年同期ROE增加0.21个百分点。 公司摊薄每股收益为0.05元，较去年同报告期摊薄每股收益增加0.01元，同比较去年同期上涨11.28%。 2025年8月19日，尤洛卡(300099.SZ)发布2025年中报。 公司营业总收入为2.40亿元。归母净利润为3853.29万元，较去年同报告期归母净利润增加388.83万元，同比较去年同期上涨11.22%。经营活动现金净流入为 971.98万元。 公司股东户数为4.02万户，前十大股东持股数量为3.04亿股，占总股本比例为41.28%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | 1 | 王媚花 | 27.6 | | 2 | 李巍屹 | 4.53 | | 3 | 闫相宏 | 2.58 | | 4 | 李新安 | 1.47 | | 5 | 争害 | 1.04 | | ...

Core Viewpoint - SanDe Technology reported strong performance in the first half of 2025, with significant growth in revenue and net profit, indicating a positive trend in the company's operations and profitability. Financial Performance - The company achieved operating revenue of 249 million yuan, a year-on-year increase of 33.44% [1] - The net profit attributable to shareholders reached 61 million yuan, reflecting a year-on-year growth of 45.74% [1] Profitability Indicators - The net profit margin improved from 22.79% in the first half of 2024 to 25.06% in 2025, an increase of 2.27 percentage points [3] - The gross profit margin decreased from 63.98% to 59.37%, marking a continuous decline over three years [3] Operational Stability - The company faces inventory management challenges, with inventory turnover days at 418.60 days [5] - The net cash flow from operating activities was 10 million yuan, down from 44 million yuan in the same period of 2024 [5] - The asset-liability ratio for the first half of 2025 was 33.43%, a decrease of 1.35 percentage points year-on-year, indicating a reduction in the proportion of total liabilities to total assets [5] Institutional Holdings - As of the first half of 2025, there was only one institutional holder of SanDe Technology's stock, a significant drop from 64 in the same period of 2024, suggesting weakened confidence among institutional investors [7] - The company's market capitalization peaked at 9.045 billion yuan on July 14, 2016, and the current market cap is 5.364 billion yuan, indicating a need for a 68.62% increase in stock price to reach historical highs [7] - Despite the decline in institutional interest, the company continues to show positive trends in revenue growth and profitability improvement [7]

Core Insights - The company reported a total revenue of 440 million yuan for the first half of 2025, an increase of 210 million yuan compared to the same period last year, marking a 91.53% year-on-year growth [1] - The net profit attributable to shareholders reached 30.69 million yuan, up by 37.82 million yuan from the previous year, achieving two consecutive years of growth [1] - The net cash inflow from operating activities was 56.70 million yuan, an increase of 54.57 million yuan year-on-year, also reflecting two consecutive years of growth [1] Financial Ratios - The latest debt-to-asset ratio stands at 18.97% [3] - The gross profit margin is 24.74%, which is an increase of 6.53 percentage points compared to the same period last year [3] - The return on equity (ROE) is 2.49%, up by 3.08 percentage points year-on-year [3] Earnings Per Share and Turnover Ratios - The diluted earnings per share is 0.20 yuan, an increase of 0.25 yuan compared to the same period last year, achieving two consecutive years of growth [3] - The total asset turnover ratio is 0.30 times, an increase of 0.14 times year-on-year, reflecting an 81.89% increase [3] - The inventory turnover ratio is 2.85 times, up by 0.46 times compared to the previous year, representing a 19.20% year-on-year increase [3] Shareholder Information - The number of shareholders is 8,831, with the top ten shareholders holding a total of 95.10 million shares, accounting for 62.61% of the total share capital [3] - The largest shareholder, Luo Xingshun, holds 34.33% of the shares [3]

2025年8月18日，晓鸣股份(300967.SZ)发布2025年中报。 公司营业总收入为7.52亿元，较去年同报告期营业总收入增加3.64亿元，同比较去年同期上涨93.65%。归母净利润为1.85亿元，较去年同报告期归母净利润 增加2.14亿元，实现2年连续上涨。经营活动现金净流入为2.24亿元，较去年同报告期经营活动现金净流入增加1.64亿元，同比较去年同期上涨272.39%。 | 序号 | 股东名称 | 持股 | | --- | --- | --- | | l | 魏晓明 | 42.6. | | 2 | 正大投资股份有限公司 | 12.0. | | 3 | 广州谢诺辰途股权投资管理有限公司-厦门辰途创业投资合伙企业(有限合伙) | 3.84 | | ব | 广州谢诺辰途股权投资管理有限公司-辰途第一产业股权投资基金 | 1.16 | | 5 | 北京大北农科技集团股份有限公司 | 0.70 | | 6 | 浙商银行股份有限公司-国泰中证畜牧养殖交易型开放式指数证券投资基金 | 0.57 | | 7 | 石玉盞 | 0.53 | | 8 | 杜建峰 | 0.53 | | g | 王学强 | 0.45 | ...