据证券之星公开数据整理，近期东华科技（002140）发布2025年中报。截至本报告期末，公司营业总收 入47.84亿元，同比上升9.29%，归母净利润2.4亿元，同比上升14.64%。按单季度数据看，第二季度营 业总收入27.12亿元，同比上升6.28%，第二季度归母净利润1.2亿元，同比上升36.13%。本报告期东华 科技盈利能力上升，毛利率同比增幅8.39%，净利率同比增幅7.51%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率9.14%，同比增8.39%，净利率5.04%，同比增 7.51%，销售费用、管理费用、财务费用总计6406.88万元，三费占营收比1.34%，同比减1.76%，每股净 资产6.35元，同比增8.47%，每股经营性现金流0.08元，同比减78.46%，每股收益0.34元，同比增14.31% 营业收入变动幅度为9.29%,原因:公司稳步推进生产经营工作，在建总承包项目进展正常，按合同履约 进度确认的收入同比有所增加。 财务费用变动幅度为-720.86%,原因:利息支出较上年同期减少。 经营活动产生的现金流量净额变动幅度为-78.46%,原因:部分大型总承包项目支付较大金额采购、 ...

Economic Performance - The GDP for the first half of the year exceeded 66 trillion yuan, with a year-on-year growth of 5.3% [1] - The growth rate for the first half of the year improved by 0.3 percentage points compared to the same period last year and the entire previous year [1] - The industrial production saw a significant increase, with the added value of large-scale industries growing by 6.4% year-on-year [1] Sectoral Growth - The agricultural sector, particularly summer grain production, remained stable and productive, while livestock farming showed steady growth [1] - High-tech industries experienced a notable increase, with added value growing by 9.5% year-on-year [1] - The modern service industry is developing well, contributing to the acceleration of service sector growth [1] Consumer Trends - The contribution of consumption to economic growth reached 52%, indicating a recovery in market sales and a favorable trend for consumer upgrade products [1] - The total retail sales of social consumer goods reached 24.55 trillion yuan, reflecting a year-on-year growth of 5% [1] Policy Outlook - The Chinese government is enhancing its policy toolkit and reserves, indicating readiness to adapt to market changes [2] - The economic outlook for the second half of the year is expected to maintain a steady and positive development trend [2]

Economic Overview - The GDP for the first half of the year reached 660,536 billion yuan, with a year-on-year growth of 5.3%, slightly up from 5.4% in Q1 to 5.2% in Q2 [1][2] - The economic performance is characterized by stability, with key indicators showing a steady growth trend [2][7] Sector Performance - The primary industry added value was 31,172 billion yuan, growing by 3.7%; the secondary industry reached 239,050 billion yuan, with a growth of 5.3%; and the tertiary industry increased to 390,314 billion yuan, growing by 5.5% [1] - The service sector accounted for 59.1% of GDP, contributing over 60% to economic growth [7] Consumption Trends - Retail sales of consumer goods increased significantly, with notable growth in service consumption and holiday spending [4][5] - The contribution of final consumption expenditure to GDP growth was 52%, indicating it as the main driver of growth [3] Monetary and Trade Indicators - The M2 money supply grew by 8.3% year-on-year as of the end of June, reflecting improved liquidity in the economy [3] - The trade balance remained stable, with import and export volumes reaching record highs [2] Future Outlook - Analysts express optimism for continued consumption growth, supported by government policies and a favorable demographic landscape [5][6] - The macroeconomic policies are expected to provide a solid foundation for stable growth in the second half of the year, despite external uncertainties [6][7]