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每周股票复盘:石英股份(603688)股东户数增加,业绩下滑明显
Sou Hu Cai Jing· 2025-08-23 17:38
Core Viewpoint - The stock price of Quartz Co., Ltd. has increased by 10.02% to 42.82 yuan as of August 22, 2025, with a total market capitalization of 23.195 billion yuan, ranking 1st in the non-metallic materials sector and 810th in the A-share market [1]. Shareholder Changes - As of June 30, 2025, the number of shareholders of Quartz Co., Ltd. reached 63,700, an increase of 6,120 or 10.64% compared to March 31, 2025. The average number of shares held per shareholder decreased from 9,415 to 8,510, with an average holding value of 299,700 yuan [2][6]. Performance Disclosure Highlights - The mid-year report for 2025 indicates that Quartz Co., Ltd. achieved a main revenue of 515 million yuan, a year-on-year decrease of 30.13%. The net profit attributable to shareholders was 107 million yuan, down 58.41%, and the net profit after deducting non-recurring gains and losses was 61.2857 million yuan, a decline of 75.84%. In the second quarter of 2025, the company reported a single-quarter main revenue of 261 million yuan, a decrease of 23.96%, and a net profit of 54.0918 million yuan, down 45.04% [3].
青龙管业股价下跌1.30% 半年度净利润同比减少81.23%
Jin Rong Jie· 2025-08-22 19:09
8月22日数据显示,青龙管业主力资金净流出4948.90万元,近五日主力资金累计净流出3377.57万元。 风险提示:投资有风险,入市需谨慎。 青龙管业股价报12.11元,较前一交易日下跌0.16元。当日成交量为227372手,成交金额达2.74亿元。 该公司主营业务为混凝土管道、塑料管材等产品的研发、生产和销售,产品主要应用于水利、市政等领 域。2025年上半年,公司实现营业收入9.33亿元,其中混凝土管道业务新签合同金额2.6亿元,塑料管材 业务新签合同金额3.4亿元。 公司近期公告显示,2025年上半年归属于上市公司股东的净利润约1347万元,同比减少81.23%。公司 表示,部分订单项目延后执行导致发货量下滑,同时已签订大项目订单处于产能建设阶段,对当期收入 贡献较少。此外,公司已终止以简易程序向特定对象发行股票事项。 ...
佳禾食品股价微跌0.28% 上半年净利润同比下滑82.1%
Jin Rong Jie· 2025-08-22 16:32
Core Viewpoint - Jiahe Foods' stock price has experienced a slight decline, while the company reports mixed financial results with significant growth in certain business segments but a drastic drop in net profit [1] Financial Performance - As of August 22, 2025, Jiahe Foods' stock price is 14.19 yuan, down 0.04 yuan or 0.28% from the previous trading day [1] - The company reported a revenue of 1.185 billion yuan for the first half of 2025, representing a year-on-year increase of 10.43% [1] - The net profit attributable to shareholders was 12.43 million yuan, showing a substantial decline of 82.10% compared to the previous year [1] Business Segments - The coffee business performed notably well, generating revenue of 190 million yuan, which is a year-on-year growth of 66.8% [1] - The plant-based business also showed strong performance with revenue of 60.78 million yuan, reflecting a year-on-year increase of 48.87% [1] Cash Flow and Market Activity - The net cash flow from operating activities for the first half of the year was -31.02 million yuan, indicating a shift from positive to negative compared to the same period last year [1] - On August 22, 2025, there was a net outflow of 3.345 million yuan in principal funds, with a cumulative net outflow of 10.3045 million yuan over the past five trading days [1]
片仔癀上半年净利14.42亿元,同比下降16.22%
Bei Jing Shang Bao· 2025-08-22 14:04
Core Viewpoint - The company reported a decline in both revenue and net profit for the first half of the year, attributing the decrease to high raw material costs impacting production [1] Financial Performance - The company's revenue for the first half of the year was 5.379 billion yuan, representing a year-on-year decrease of 4.81% [1] - The net profit attributable to shareholders was 1.442 billion yuan, showing a year-on-year decline of 16.22% [1] Cost Pressures - The company indicated that while revenue remained stable, the prices of key raw materials required for production have been at historically high levels, leading to significant cost pressures [1]
多牛科技(01961)发盈警,预期中期亏损3300万元至3800万元
智通财经网· 2025-08-22 11:11
Core Viewpoint - The company, Douyu Technology (01961), anticipates a significant loss for the six months ending June 30, 2025, estimated between RMB 33 million and RMB 38 million, compared to a loss of approximately RMB 19.5 million for the same period ending June 30, 2024 [1] Group 1: Financial Performance - The expected loss for the upcoming period is substantially higher than the previous year's loss, indicating a deteriorating financial situation [1] - The decline in performance is attributed to a significant reduction in revenue from existing games, as their operational cycle has ended, and new games have yet to be launched [1] Group 2: Revenue Sources - The mobile gaming segment has experienced a notable decrease in revenue due to the aforementioned reasons [1] - The company has allocated all resources to the development of new games, leading to a decline in revenue from the digital media segment [1] Group 3: Economic Environment - An increase in provisions for impairment of trade receivables has been noted, which is attributed to the unfavorable macroeconomic environment [1]
洋河股份(002304):库存持续出清 期待经营拐点
Xin Lang Cai Jing· 2025-08-22 10:35
毛利率相对平稳,费用率上升,净利率有较大幅度下降 Q2 毛利率同比-0.4pct 至73.3%、相对平稳,销售费用率同比+2.3pct,拆分细项看,主要是收入下滑的 同时广告费用和人员费用相对刚性导致费用率提升,管理费用率/财务费用率分别+4.2pct/+0.9pct。Q2 归母净利率同比-9.6pct 至18.9%。 风险提示:宏观经济波动致使需求下滑,省外扩张不及预期等。 中高档产品受需求下滑影响较大,省外下滑大于省内 分产品看,上半年中高档酒实现收入126.7 亿,同比下滑36.5%,普通酒实现收入18.4 亿,同比下滑 27.2%,中高档是公司主力产品海天梦系列,受需求下降影响较大。分区域上半年省内营收71.2 亿,同 比下滑25.8%,省外营收73.9 亿,同比下滑42.7%,省外下滑幅度明显,一方面是需求环境影响,另一 方面,公司过去全国化较早,基数高,近年来被多个同价格带竞品转化了公司较多份额。 合同负债环比回落,Q2 销售收现下滑幅度与收入匹配 2025H1 末合同负债58.8 亿,同比增加19.4 亿元,环比下降11.5 亿元。Q2 销售收现25.7 亿元、同比下滑 48%,考虑合同负债确认 ...
温州宏丰上半年营收16.87亿元,亏损同比扩大45.01%
Ju Chao Zi Xun· 2025-08-22 09:10
Core Viewpoint - The company reported a significant increase in revenue but continued to face net profit losses, primarily due to new projects still in the ramp-up phase, particularly in the copper foil segment [2][3]. Financial Performance - The company achieved operating revenue of 1.687 billion yuan, a 28.53% increase compared to the same period last year [1]. - The net profit attributable to shareholders was -3.81 million yuan, a decrease of 45.01% year-on-year [1][3]. - The net profit after deducting non-recurring gains and losses was -13.04 million yuan, down 41.78% from the previous year [1][3]. - The net cash flow from operating activities was -51.04 million yuan, a 12.49% increase in losses compared to the same period last year [1]. Segment Performance - The electrical contact and functional composite materials segment generated main business revenue of 1.257 billion yuan, up 17.71% year-on-year [1]. - The hard alloy segment reported main business revenue of 171 million yuan, an increase of 26.18% compared to the previous year [1]. - The copper foil segment achieved main business revenue of 82.76 million yuan, a substantial increase of 76.25% year-on-year [1]. Industry Position - The company has become one of the largest producers of electrical contact functional composite materials and components in China, actively participating in the drafting and revision of national and industry standards [2]. - The company has optimized its product structure by integrating resources and extending its product lines into high-end fields such as thermosensitive materials, hard alloy materials, high-performance lithium battery copper foil materials, and semiconductor etching lead frame materials [2]. - The company is enhancing its competitive advantages through comprehensive product offerings, strong independent innovation capabilities, and an improved customer structure [2].
金活医药集团预期上半年拥有人应占亏损约450万元
金活医药集团预期2025年上半年溢利将同比减少约70%至75%,公司拥有人应占溢利转为亏损约人民币 450万元。董事会认为,业绩下滑主要归因于品牌进口医药及保健产品的中国分销业务毛利下降约50% 至55%,这是由于市场需求放缓所致。 ...
太极集团股价下跌1.07% 上半年净利润同比下滑71.94%
Jin Rong Jie· 2025-08-21 17:20
Group 1 - The stock price of Taiji Group is reported at 23.21 yuan, down 0.25 yuan or 1.07% from the previous trading day, with a trading volume of 136,551 hands and a transaction amount of 319 million yuan [1] - Taiji Group is primarily engaged in the research, development, production, and sales of traditional Chinese medicine, chemical drugs, and biopharmaceuticals, covering various therapeutic areas including digestive, respiratory, cardiovascular, and anti-infection [1] - The company disclosed its semi-annual report for 2025, showing a revenue of 5.658 billion yuan, a year-on-year decrease of 27.63%, and a net profit attributable to shareholders of 139 million yuan, down 71.94% year-on-year, mainly due to policy impacts and inventory digestion of certain products [1] Group 2 - The company announced plans to publicly transfer a vacant property in Chengdu with an assessed value of 39.136 million yuan [1] - In terms of capital flow, Taiji Group experienced a net outflow of 30.6396 million yuan on the day, with a cumulative net outflow of 237.7444 million yuan over the past five days [1]
雷电微力(301050.SZ):上半年净利润1.16亿元 同比下降44.22%
Ge Long Hui A P P· 2025-08-21 12:13
格隆汇8月21日丨雷电微力(301050.SZ)公布半年度报告,2025年上半年公司实现营业收入4.62亿元,较 上年同期下降34.05%;归属于上市公司股东的净利润1.16亿元,较上年同期下降44.22%;扣除非经常性 损益的净利润为1.05亿元,较上年同期下降45.46%。本期业绩较上年同期出现下滑,主要系受行业整体 影响,2024年新增订单不足,生产量和完工交付量下降,导致本期产品验收数量减少,收入下滑。向全 体股东每10股派发现金红利1.42元。 ...