据证券之星公开数据整理，近期箭牌家居（001322）发布2025年中报。截至本报告期末，公司营业总收 入28.37亿元，同比下降8.12%，归母净利润2844.14万元，同比下降25.15%。按单季度数据看，第二季 度营业总收入17.87亿元，同比下降8.51%，第二季度归母净利润1.02亿元，同比下降20.86%。本报告期 箭牌家居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603.48%。 其他流动负债变动幅度为-36.77%,原因:期末信用等级较低的银行承兑汇票减少。 本次财报公布的各项数据指标表现一般。其中，毛利率29.47%，同比增9.01%，净利率0.94%，同比减 19.41%，销售费用、管理费用、财务费用总计6.24亿元，三费占营收比21.98%，同比增12.97%，每股净 资产4.88元，同比减3.49%，每股经营性现金流-0.54元，同比增12.05%，每股收益0.03元，同比减 24.11% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 30.88 亿 | 28.37亿 | ...

据证券之星公开数据整理，近期新天科技（300259）发布2025年中报。截至本报告期末，公司营业总收 入4.47亿元，同比上升24.39%，归母净利润7890.33万元，同比上升38.45%。按单季度数据看，第二季 度营业总收入3.06亿元，同比上升55.49%，第二季度归母净利润5169.6万元，同比上升22.22%。本报告 期新天科技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287.71%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率41.39%，同比减9.03%，净利率17.66%，同比增 11.33%，销售费用、管理费用、财务费用总计6995.74万元，三费占营收比15.65%，同比减12.33%，每 股净资产2.52元，同比增4.75%，每股经营性现金流0.02元，同比增9.5%，每股收益0.07元，同比增 39.36% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 3.59 Z | 4.471Z | 24.39% | | 归母净利润(元) | 5699.16万 | 7890.3 ...

据证券之星公开数据整理，近期中国石化（600028）发布2025年中报。截至本报告期末，公司营业总收 入14090.52亿元，同比下降10.6%，归母净利润214.83亿元，同比下降39.83%。按单季度数据看，第二 季度营业总收入6736.96亿元，同比下降14.31%，第二季度归母净利润82.19亿元，同比下降52.73%。本 报告期中国石化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128.63%。 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15.35%，同比减2.66%，净利率1.67%， 同比减35.63%，销售费用、管理费用、财务费用总计632.18亿元，三费占营收比4.49%，同比增 13.61%，每股净资产6.82元，同比增0.32%，每股经营性现金流0.5元，同比增44.94%，每股收益0.18 元，同比减40.2% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 15761.3亿 | 14090.5 Z | -10.60% | | 归母净利润(元) | 357.03亿 ...

据证券之星公开数据整理，近期乾照光电（300102）发布2025年中报。截至本报告期末，公司营业总收 入17.43亿元，同比上升37.08%，归母净利润6923.42万元，同比上升88.04%。按单季度数据看，第二季 度营业总收入9.67亿元，同比上升35.23%，第二季度归母净利润4142.61万元，同比下降2.45%。本报告 期乾照光电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969.21%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率11.45%，同比减22.31%，净利率3.97%，同比增 37.18%，销售费用、管理费用、财务费用总计1.17亿元，三费占营收比6.69%，同比减27.16%，每股净 资产4.57元，同比增4.45%，每股经营性现金流0.19元，同比减46.47%，每股收益0.08元，同比增100.0% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 12.72亿 | 17.43亿 | 37.08% | | 归母净利润(元) | 3681.96万 | 6923.42万 ...

据证券之星公开数据整理，近期三一重工（600031）发布2025年中报。截至本报告期末，公司营业总收 入447.8亿元，同比上升14.64%，归母净利润52.16亿元，同比上升46.0%。按单季度数据看，第二季度 营业总收入236.03亿元，同比上升11.18%，第二季度归母净利润27.45亿元，同比上升37.76%。本报告 期三一重工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471%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率27.44%，同比增2.77%，净利率11.87%，同比增 26.01%，销售费用、管理费用、财务费用总计33.28亿元，三费占营收比7.43%，同比减28.21%，每股净 资产8.67元，同比增6.44%，每股经营性现金流1.2元，同比增20.26%，每股收益0.62元，同比增46.19% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 390.6 Z | 447.8亿 | 14.64% | | 归母净利润(元) | 35.73 Z | 52.16 Z | 46. ...

据证券之星公开数据整理，近期康龙化成（300759）发布2025年中报。截至本报告期末，公司营业总收 入64.41亿元，同比上升14.93%，归母净利润7.01亿元，同比下降37.0%。按单季度数据看，第二季度营 业总收入33.42亿元，同比上升13.92%，第二季度归母净利润3.96亿元，同比下降55.17%。本报告期康 龙化成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141.9%。 本次财报公布的各项数据指标表现一般。其中，毛利率33.97%，同比增1.74%，净利率10.13%，同比减 47.56%，销售费用、管理费用、财务费用总计10.61亿元，三费占营收比16.47%，同比减7.08%，每股净 资产8.02元，同比增10.2%，每股经营性现金流0.79元，同比增28.72%，每股收益0.4元，同比减36.58% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 56.04亿 | 64.41 Z | 14.93% | | 归母净利润(元) | 11.13亿 | 7.01亿 | -37.00% ...

据证券之星公开数据整理，近期天顺风能（002531）发布2025年中报。截至本报告期末，公司营业总收 入21.89亿元，同比下降3.08%，归母净利润5382.3万元，同比下降75.08%。按单季度数据看，第二季度 营业总收入12.63亿元，同比上升4.82%，第二季度归母净利润1817.74万元，同比下降73.11%。本报告 期天顺风能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2234.7%。 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20.87%，同比减21.94%，净利率5.21%， 同比减45.59%，销售费用、管理费用、财务费用总计3.4亿元，三费占营收比15.55%，同比增4.36%，每 股净资产4.99元，同比增0.07%，每股经营性现金流0.12元，同比减59.14%，每股收益0.03元，同比减 75.04% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 22.59亿 | 21.89 Z | -3.08% | | 归母净利润（元） | 2.16亿 | 5382.3万 ...

据证券之星公开数据整理，近期华康股份（605077）发布2025年中报。截至本报告期末，公司营业总收 入18.66亿元，同比上升37.32%，归母净利润1.34亿元，同比下降3.38%。按单季度数据看，第二季度营 业总收入10.49亿元，同比上升44.95%，第二季度归母净利润5266.77万元，同比下降9.79%。本报告期 华康股份应收账款上升，应收账款同比增幅达39.68%。 本次财报公布的各项数据指标表现一般。其中，毛利率17.8%，同比减17.74%，净利率7.24%，同比减 29.0%，销售费用、管理费用、财务费用总计1.23亿元，三费占营收比6.58%，同比减1.61%，每股净资 产10.01元，同比增5.82%，每股经营性现金流0.27元，同比增248.67%，每股收益0.45元，同比减2.17% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 13.59亿 | 18.66亿 | 37.32% | | 归母浄利润（元） | 1.38 Z | 1.34亿 | -3.38% | | 扣非净利润(元) | ...

Core Viewpoint - The financial performance of Qizhong Technology (688352) for the first half of 2025 shows a mixed picture, with revenue growth but a significant decline in net profit compared to the previous year [1][2]. Financial Performance Summary - Total revenue for the first half of 2025 reached 996 million yuan, an increase of 6.63% year-on-year [1][2]. - Net profit attributable to shareholders was 99.19 million yuan, down 38.78% year-on-year [1][2]. - The gross profit margin decreased to 27.65%, a decline of 15.86% compared to the previous year [1][2]. - The net profit margin fell to 9.96%, down 42.58% year-on-year [1][2]. - Total expenses (selling, administrative, and financial) amounted to 64.68 million yuan, representing 6.5% of revenue, an increase of 15.38% year-on-year [1][2]. - Earnings per share decreased to 0.08 yuan, down 42.86% year-on-year [1][2]. Cash Flow and Asset Management - Operating cash flow per share was 0.2 yuan, a decrease of 25.98% year-on-year [1][2]. - The company reported a significant increase in accounts receivable, which accounted for 71.61% of the latest annual net profit [1][2]. - Cash and cash equivalents decreased by 29.96% to 1.047 billion yuan [1][2]. Cost and Expense Analysis - Operating costs increased by 14.91%, attributed to business growth and rising depreciation and labor costs [2]. - Research and development expenses rose by 35.32%, driven by increased stock incentive costs for R&D personnel [3]. - Financial expenses surged by 70.17%, primarily due to reduced interest income [2]. Market and Investment Outlook - Analysts expect the company's performance for 2025 to reach 314 million yuan, with an average earnings per share forecast of 0.26 yuan [4]. - The company’s return on invested capital (ROIC) was reported at 4.5%, indicating a relatively weak capital return [3].

Core Viewpoint - The financial performance of Huicheng Vacuum (301392) for the first half of 2025 shows a decline in revenue and net profit compared to the previous year, indicating potential challenges in the company's operations and financial health [1]. Financial Performance Summary - Total revenue for the first half of 2025 was 263 million yuan, a decrease of 9.71% year-on-year [1]. - Net profit attributable to shareholders was 42.64 million yuan, down 27.82% year-on-year [1]. - In Q2 2025, total revenue was 166 million yuan, reflecting a 24.58% decline year-on-year [1]. - Q2 net profit attributable to shareholders was 34.32 million yuan, a decrease of 29.9% year-on-year [1]. - The gross margin was 31.07%, down 13.87% year-on-year, while the net margin was 16.21%, down 20.06% year-on-year [1]. - Total receivables accounted for 256.59% of the latest annual net profit, indicating a significant amount of outstanding payments [1][3]. Cash Flow Analysis - Operating cash flow per share increased significantly by 2848.23% to 2.02 yuan, attributed to the collection of receivables and an increase in advance payments [2]. - Investment cash flow decreased by 288.52% due to increased cash outflows for fixed asset purchases and financial products [2]. - Financing cash flow decreased by 100.24% as the previous year included funds raised from stock issuance [2]. Investment Metrics - The company's return on invested capital (ROIC) for the previous year was 10.48%, indicating average capital returns [2]. - The historical median ROIC since the company went public is 15.81%, suggesting a generally favorable investment return history [2]. Fund Holdings - The largest fund holding Huicheng Vacuum is the Yongying Semiconductor Industry Selected Mixed Fund A, with 1.68 million shares and a recent net value of 1.4508, reflecting a 118.91% increase over the past year [4].