华为鸿蒙核聚变
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诚迈科技的前世今生:2025年三季度营收15.89亿排行业17,净利润亏损排82
Xin Lang Cai Jing· 2025-11-01 00:21
诚迈科技成立于2006年9月1日,于2017年1月20日在深圳证券交易所上市,注册地址和办公地址均为江苏 省南京市。该公司是国内领先的移动智能终端软件技术提供商,在移动智能终端技术服务及解决方案领域 保持行业领先优势。 A股股东户数较上期减少1.57% 截至2025年9月30日,诚迈科技A股股东户数为5.17万,较上期减少1.57%;户均持有流通A股数量为 4199.58,较上期增加1.60%。十大流通股东中,香港中央结算有限公司位居第三,持股437.29万股,相比 上期增加247.99万股;南方中证1000ETF(512100)位居第五,持股158.94万股,相比上期减少1.60万股; 华夏中证1000ETF(159845)位居第九,持股94.33万股,相比上期减少3648.00股;广发中证1000ETF (560010)退出十大流通股东之列。 中泰证券指出,2025 - 2027年诚迈科技营收预计分别为24.93/31.28/38.00亿元,归母净利润分别为 0.10/0.81/1.46亿元,整体维持"增持"评级。业务亮点如下:1. 2025年上半年智能终端解决方案业务实现较 快增长,该领域收入4.84亿 ...
金现代的前世今生:董事长黎峰掌舵二十余年,行业数字化解决方案营收占比高,业务结构优化扩张可期
Xin Lang Zheng Quan· 2025-10-31 23:28
偿债能力方面,2025年三季度金现代资产负债率为7.85%,较去年同期的21.26%大幅下降,且远低于行业 平均的31.94%,显示出较强的偿债能力。从盈利能力看,当期毛利率为37.41%,较去年同期的38.55%略有 下降,低于行业平均的41.71%。 董事长黎峰薪酬59.57万元,同比减少0.59万元 公司主营业务为行业数字化解决方案、应用软件开发平台(aPaaS)的开发、服务与销售,所属申万行业 为计算机 - 软件开发 - 垂直应用软件,涉及智谱AI概念、在线教育、华为鸿蒙核聚变、超导概念、核电等 概念板块。 公司控股股东和实际控制人均为黎峰。董事长兼总经理黎峰,1965年6月生,毕业于山东工业大学工业自 动化专业,获山东大学计算机科学与技术专业博士学位。1988年6月至今就职于山东大学计算机学院, 2001年12月创立金现代。2024年薪酬为59.57万元,较2023年的60.16万元减少0.59万元。 A股股东户数较上期增加0.62% 经营业绩:营收行业第89,净利润第64 2025年三季度,金现代营业收入为1.38亿元,在行业102家公司中排名第89,远低于行业第一名上海钢联的 573.18亿元和 ...
九阳股份的前世今生:2025年Q3营收55.85亿行业第三,净利润1.24亿行业第四
Xin Lang Zheng Quan· 2025-10-31 10:08
经营业绩:营收行业第三,净利润第四 董事长杨宁宁薪酬230万元,同比减少48.63万元 九阳股份控股股东为上海力鸿企业管理有限公司,实际控制人为王旭宁。董事长杨宁宁生于1979年,香港 城市大学工商管理博士。曾任九阳股份总经理(2019年)、副总经理(2014年)、财务负责人(2007 年),现任九阳股份董事长,还兼任多家子公司重要职务。其2024年薪酬230万,2023年278.63万,同比减 少48.63万。 A股股东户数较上期减少3.69% 九阳股份成立于2002年7月8日,于2008年5月28日在深圳证券交易所上市,注册地址和办公地址均为山东 省济南市。它是国内知名的厨房小家电企业,拥有强大的研发实力和广泛的销售网络,产品深受消费者信 赖。 九阳股份主要从事厨房小家电系列产品的研发、生产和销售,所属申万行业为家用电器 - 小家电 - 厨房小 家电,所属概念板块包括小盘、证金汇金、华为鸿蒙核聚变、超导概念、核电。 2025年三季度,九阳股份营业收入为55.85亿元,在行业10家公司中排名第3。行业第一名苏泊尔营收 168.97亿元,第二名新宝股份营收122.84亿元,行业平均数为43.92亿元,中位数为 ...
博彦科技的前世今生:营收49.71亿行业排名14,净利润1.78亿行业排名18
Xin Lang Cai Jing· 2025-10-31 09:45
Core Insights - The company, Boyan Technology, is a leading information technology service provider in China, established in 1995 and listed on the Shenzhen Stock Exchange in 2012, with a focus on product solutions, R&D engineering services, and IT operations maintenance [1] Financial Performance - For Q3 2025, Boyan Technology reported a revenue of 4.971 billion yuan, ranking 14th in the industry out of 131 companies, with the industry leader, Digital China, achieving 102.365 billion yuan [2] - The net profit for the same period was 178 million yuan, placing the company 18th in the industry, while the top performer, Unisplendour, reported a net profit of 1.723 billion yuan [2] Financial Ratios - The company's debt-to-asset ratio stood at 24.28% in Q3 2025, down from 26.86% year-on-year, which is significantly lower than the industry average of 38.93%, indicating strong solvency [3] - The gross profit margin for the same period was 23.09%, a decrease from 24.38% year-on-year, and below the industry average of 29.96%, suggesting room for improvement in profitability [3] Executive Compensation - The chairman, Wang Bin, received a salary of 4.048 million yuan in 2024, an increase of 70,600 yuan from the previous year, while the general manager, Zhang Yang, saw a salary increase from 1.5202 million yuan to 1.8665 million yuan [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 1.27% to 56,600, with an average holding of 9,696 shares, a decrease of 1.25% [5] - Institutional holdings include Huabao Zhongzheng Financial Technology Theme ETF as the fifth-largest shareholder, increasing its stake by 4.5581 million shares [5] Business Highlights - The company has made significant progress in expanding its industry business, particularly in agriculture, energy, and chemicals, and has established collaborations with multiple institutions [5] - Boyan Technology is accelerating its global AI strategy in collaboration with Alibaba Cloud, launching innovative projects in Japan and Singapore [5] - The company expects earnings per share (EPS) of 0.37, 0.45, and 0.52 yuan for 2025 to 2027, maintaining a "buy" rating [5] Additional Insights - In the first half of 2025, the company reported a revenue of 3.347 billion yuan, remaining stable year-on-year, while net profit increased by 65.16% to 123 million yuan [6] - The total value of new contracts signed reached 269 million yuan, with positive developments in AI, data elements, and overseas business [6] - Revenue projections for 2025 to 2027 are 7.433 billion yuan, 8.218 billion yuan, and 9.174 billion yuan, with net profits expected to be 168 million yuan, 188 million yuan, and 221 million yuan respectively, also maintaining a "buy" rating [6]
神州数码的前世今生:郭为掌舵打造IT分销龙头,2025年三季度营收1023.65亿行业居首,扩张步伐稳健
Xin Lang Cai Jing· 2025-10-30 15:30
神州数码成立于1982年6月1日,1994年5月9日在深圳证券交易所上市。注册地址位于广东省深圳市,办公 地址位于北京市。它是国内领先的数字化服务及IT整合服务提供商,核心业务为IT产品分销及服务,拥有 深厚的技术积累与广泛的客户资源。 神州数码主营业务为IT产品分销及服务,所属申万行业为计算机 - IT服务Ⅱ - IT服务Ⅲ,所属概念板块包 括AI训练、阿里云、华为鸿蒙核聚变、超导概念、核电。 经营业绩:营收行业第一,净利润第三 2025年三季度,神州数码营业收入达1023.65亿元,在行业131家公司中排名第1,远高于行业平均数28.33 亿元和中位数4.73亿元,行业第二名紫光股份营收为773.22亿元。其主营业务构成中,消费电子业务510.41 亿元占比71.30%,企业增值业务173.5亿元占比24.24%,自有品牌产品31.02亿元占比4.33%,数云服务及软 件16.43亿元占比2.30%,总部及其他1.33亿元占比0.19%。当期净利润为6.98亿元,行业排名第3,行业第 一名紫光股份净利润17.23亿元,第二名宝信软件11.33亿元,行业平均数为2596.07万元,中位数为583.1万 元。 ...
豪江智能的前世今生:2025年三季度营收6.82亿行业排18,净利润1805.38万行业排25
Xin Lang Cai Jing· 2025-10-30 10:32
Core Viewpoint - Haokang Intelligent, established in July 2017 and listed on the Shenzhen Stock Exchange in June 2023, is a well-known developer and manufacturer of intelligent linear drive products, with significant technological advantages and a diverse application range [1] Group 1: Business Performance - In Q3 2025, Haokang Intelligent reported revenue of 682 million yuan, ranking 18th among 30 companies in the industry, significantly lower than the top company, Huichuan Technology, which had 31.66 billion yuan [2] - The main business segments include intelligent home linear drive systems (303 million yuan, 65.83%), smart medical care linear drive systems (74.64 million yuan, 16.24%), and others [2] - The net profit for the same period was 18.05 million yuan, ranking 25th in the industry, again significantly lower than the top companies [2] Group 2: Financial Ratios - As of Q3 2025, the asset-liability ratio of Haokang Intelligent was 30.07%, lower than the industry average of 34.21%, indicating relatively good debt repayment capability [3] - The gross profit margin was 23.70%, below the industry average of 33.30%, suggesting that the company's profitability needs improvement [3] Group 3: Management and Shareholder Information - The chairman, Gong Zhiqiang, saw his salary increase from 672,400 yuan in 2023 to 861,900 yuan in 2024 [4] - The total manager, Yu Tinghua, also received a salary increase from 662,800 yuan to 837,900 yuan for the same period [4] Group 4: Shareholder Dynamics - As of September 30, 2025, the number of A-share shareholders decreased by 3.76% to 13,500, while the average number of circulating A-shares held per shareholder increased by 4.70% to 5,050.09 [5] - The company is expanding its overseas operations, investing 20 million USD in a production base in Thailand, expected to commence production in the second half of 2025 [5]