据证券之星公开数据整理，近期北纬科技（002148）发布2025年中报。截至本报告期末，公司营业总收 入1.94亿元，同比上升47.26%，归母净利润-313.05万元，同比下降129.52%。按单季度数据看，第二季 度营业总收入1.01亿元，同比上升50.19%，第二季度归母净利润446.23万元，同比下降47.05%。本报告 期北纬科技三费占比上升明显，财务费用、销售费用和管理费用总和占总营收同比增幅达47.42%。 本次财报公布的各项数据指标表现一般。其中，毛利率37.28%，同比减10.69%，净利率-2.69%，同比 减131.21%，销售费用、管理费用、财务费用总计6419.23万元，三费占营收比33.01%，同比增47.42%， 每股净资产2.18元，同比增0.92%，每股经营性现金流-0.01元，同比减159.28%，每股收益-0.01元，同 比减150.0% 财务报表中对有大幅变动的财务项目的原因说明如下： 应收款项变动幅度为126.83%,原因:营业收入规模扩大。 长期股权投资变动幅度为30.32%,原因:本期投资增加。 使用权资产变动幅度为-47.74%,原因:使用权资产的正常摊销。 合 ...

本次财报公布的各项数据指标表现一般。其中，毛利率58.4%，同比增0.32%，净利率20.29%，同比增 15.92%，销售费用、管理费用、财务费用总计7315.8万元，三费占营收比29.12%，同比增1.58%，每股 净资产4.16元，同比增3.41%，每股经营性现金流-0.01元，同比减607.75%，每股收益0.18元，同比增 9.6% 据证券之星公开数据整理，近期戴维医疗（300314）发布2025年中报。截至本报告期末，公司营业总收 入2.51亿元，同比下降5.48%，归母净利润5097.67万元，同比上升9.57%。按单季度数据看，第二季度 营业总收入1.3亿元，同比上升17.74%，第二季度归母净利润2840.9万元，同比上升237.44%。本报告期 戴维医疗盈利能力上升，毛利率同比增幅0.32%，净利率同比增幅15.92%。 | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 2.66亿 | 2.51亿 | -5.48% | | 归母净利润(元) | 4652.61万 | 5097.67万 | 9.5 ...

Core Viewpoint - Rui Ming Technology (002970) reported a slight increase in total revenue and a significant rise in net profit for the first half of 2025, indicating improved profitability and operational efficiency [1]. Financial Performance - Total revenue for the first half of 2025 reached 1.156 billion yuan, a year-on-year increase of 0.29% [1]. - Net profit attributable to shareholders was 203 million yuan, up 64.21% year-on-year [1]. - In Q2 2025, total revenue was 641 million yuan, a decrease of 1.43% year-on-year, while net profit rose by 45.09% to 102 million yuan [1]. - Gross margin improved to 47.92%, an increase of 21.8% year-on-year, and net margin rose to 17.79%, up 63.59% year-on-year [1]. Cost and Efficiency Metrics - Total selling, administrative, and financial expenses amounted to 220 million yuan, accounting for 19.03% of revenue, a year-on-year increase of 19.75% [1]. - Earnings per share (EPS) increased to 1.15 yuan, a rise of 59.72% year-on-year [1]. - Operating cash flow per share was 0.94 yuan, up 63.63% year-on-year [1]. Balance Sheet Highlights - Cash and cash equivalents increased by 72.62% to 1.315 billion yuan, primarily due to increased bank borrowings [3]. - Short-term borrowings surged by 190.82%, also attributed to increased bank borrowings [3]. - Accounts receivable rose slightly by 2.01% to 463 million yuan [1]. Investment and Market Position - The company's return on invested capital (ROIC) was 15.76% last year, indicating strong capital returns [4]. - Analysts expect the company's performance in 2025 to reach 405 million yuan, with an average EPS forecast of 2.27 yuan [4]. Fund Holdings - The largest fund holding Rui Ming Technology is the Xingquan Green LOF, which holds 1.3516 million shares and has recently entered the top ten holdings [5]. - Other funds have increased their positions, indicating growing interest in the company [5].

Core Viewpoint - Chongda Technology (002815) reported mixed financial results for the first half of 2025, with revenue growth but a decline in net profit, raising concerns about profitability and cash flow management [1][3]. Financial Performance - The total operating revenue for the first half of 2025 reached 3.533 billion yuan, a year-on-year increase of 20.73% [1]. - The net profit attributable to shareholders was 222 million yuan, down 6.19% compared to the previous year [1]. - In Q2 2025, the operating revenue was 1.908 billion yuan, reflecting a 25.02% year-on-year increase, while the net profit for the quarter was 106 million yuan, a decrease of 9.51% [1]. - The gross margin was 21.51%, down 14.24% year-on-year, and the net margin was 6.72%, down 23.19% [1]. - Accounts receivable increased significantly, reaching 1.701 billion yuan, which is 660.27% of the net profit [1][3]. Cash Flow and Expenses - Operating cash flow per share improved to 0.41 yuan, a 48.42% increase year-on-year, indicating better cash generation from operations [1]. - Total expenses (selling, administrative, and financial) amounted to 287 million yuan, accounting for 8.14% of revenue, a decrease of 9.11% year-on-year [1]. Investment and Return Metrics - The company's return on invested capital (ROIC) was reported at 3.76%, indicating weak capital returns compared to the historical median of 15.69% since its listing [3]. - The net profit margin for the previous year was 4.83%, suggesting low added value in products or services [3]. Strategic Initiatives - The company is implementing measures to improve profitability, including focusing on high-value customers, optimizing sales structure, and enhancing cost management [6]. - Plans to expand production capacity and accelerate the construction of new facilities are underway to meet future market demands [6].

营业收入变动幅度为-8.01%,原因:市场环境影响，业务规模减少。 营业成本变动幅度为-9.75%,原因:市场环境影响，业务规模减少。 销售费用变动幅度为26.62%,原因:电商业务宣传推广费增加。 据证券之星公开数据整理，近期天下秀（600556）发布2025年中报。截至本报告期末，公司营业总收入 18.44亿元，同比下降8.01%，归母净利润3637.92万元，同比下降19.28%。按单季度数据看，第二季度 营业总收入9.47亿元，同比下降8.86%，第二季度归母净利润2304.66万元，同比下降24.31%。本报告期 天下秀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4657.77%。 本次财报公布的各项数据指标表现不尽如人意。其中，毛利率19.14%，同比增8.87%，净利率1.89%， 同比减13.79%，销售费用、管理费用、财务费用总计2.59亿元，三费占营收比14.06%，同比增24.8%， 每股净资产2.13元，同比增0.31%，每股经营性现金流-0.1元，同比减6.7%，每股收益0.02元，同比减 19.28% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | ...

据证券之星公开数据整理，近期史丹利(002588)发布2025年中报。截至本报告期末，公司营业总收入 63.91亿元，同比上升12.66%，归母净利润6.07亿元，同比上升18.9%。按单季度数据看，第二季度营业 总收入29.85亿元，同比下降1.92%，第二季度归母净利润3.19亿元，同比上升17.19%。本报告期史丹利 盈利能力上升，毛利率同比增幅2.81%，净利率同比增幅8.03%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率19.11%，同比增2.81%，净利率9.46%，同比增 8.03%，销售费用、管理费用、财务费用总计3.8亿元，三费占营收比5.95%，同比减9.27%，每股净资产 6.21元，同比增10.72%，每股经营性现金流-0.09元，同比减186.9%，每股收益0.53元，同比增20.45% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 56.72 Z | 216'69 | 12.66% | | 归母净利润(元) | 5.1亿 | 6.07亿 | 18.90% | | 扣非净利润( ...

财务报表中对有大幅变动的财务项目的原因说明如下： 在建工程变动幅度为88.77%,原因:本期新西兰牛奶工厂项目设备投入增加。 据证券之星公开数据整理，近期品渥食品（300892）发布2025年中报。截至本报告期末，公司营业总收 入3.71亿元，同比下降8.69%，归母净利润1345.06万元，同比上升181.65%。按单季度数据看，第二季 度营业总收入1.94亿元，同比下降1.97%，第二季度归母净利润754.62万元，同比上升162.99%。本报告 期品渥食品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948.35%。 本次财报公布的各项数据指标表现一般。其中，毛利率17.2%，同比减14.54%，净利率3.63%，同比增 189.41%，销售费用、管理费用、财务费用总计4529.02万元，三费占营收比12.21%，同比减52.57%，每 股净资产10.55元，同比增2.71%，每股经营性现金流-0.14元，同比减156.52%，每股收益0.14元，同比 增182.35% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | ...

据证券之星公开数据整理，近期德明利（001309）发布2025年中报。截至本报告期末，公司营业总收入 41.09亿元，同比上升88.83%，归母净利润-1.18亿元，同比下降130.43%。按单季度数据看，第二季度营 业总收入28.57亿元，同比上升109.27%，第二季度归母净利润-4885.8万元，同比下降125.43%。本报告 期德明利应收账款上升，应收账款同比增幅达234.98%。 本次财报公布的各项数据指标表现一般。其中，毛利率5.03%，同比减82.66%，净利率-2.87%，同比减 116.11%，销售费用、管理费用、财务费用总计1.77亿元，三费占营收比4.32%，同比减13.6%，每股净 资产14.45元，同比增40.59%，每股经营性现金流-3.64元，同比增18.57%，每股收益-0.74元，同比减 128.14% 财务报表中对有大幅变动的财务项目的原因说明如下： 货币资金变动幅度为-26.18%,原因:募集资金投入。 应收款项变动幅度为47.92%,原因:收入增长，应收账款相应增加。 存货变动幅度为4.65%,原因:收入规模扩大，备货相应增长。 长期股权投资变动幅度为2983.8%,原 ...

据证券之星公开数据整理，近期华利集团（300979）发布2025年中报。截至本报告期末，公司营业总收 入126.61亿元，同比上升10.36%，归母净利润16.71亿元，同比下降11.06%。按单季度数据看，第二季 度营业总收入73.08亿元，同比上升8.96%，第二季度归母净利润9.09亿元，同比下降16.7%。本报告期 华利集团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126.98%。 本次财报公布的各项数据指标表现一般。其中，毛利率21.85%，同比减22.61%，净利率13.2%，同比减 19.38%，销售费用、管理费用、财务费用总计3.23亿元，三费占营收比2.55%，同比减52.82%，每股净 资产13.84元，同比增5.07%，每股经营性现金流1.34元，同比减9.18%，每股收益1.43元，同比减11.18% 递延所得税资产变动幅度为64.26%,原因:部分子公司亏损增加，计提的所得税增加。 短期借款变动幅度为660.72%,原因:根据公司资金安排，筹资需求增加。 交易性金融负债的变动原因:本期持有远期结售汇合同公允价值变动。 其他应付款变动幅度为6048.01%,原因:本期末 ...

据证券之星公开数据整理，近期征和工业（003033）发布2025年中报。截至本报告期末，公司营业总收 入9.05亿元，同比上升7.18%，归母净利润8900.17万元，同比上升49.13%。按单季度数据看，第二季度 营业总收入5.1亿元，同比上升7.86%，第二季度归母净利润3516.32万元，同比上升7.29%。本报告期征 和工业盈利能力上升，毛利率同比增幅0.78%，净利率同比增幅39.01%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率22.83%，同比增1.9%，净利率9.82%，同比增 39.01%，销售费用、管理费用、财务费用总计8730.98万元，三费占营收比9.65%，同比增1.03%，每股 净资产16.02元，同比增10.95%，每股经营性现金流1.11元，同比增321.45%，每股收益1.09元，同比增 49.32% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 8.44亿 | 9.05 G | 7.18% | | 归母净利润(元) | 5968.07万 | 8900.17万 | 49 ...