| 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 2.61亿 | 2.83亿 | 8.59% | | 归母净利润(元) | 6303.36万 | 6627.81万 | 5.15% | | 扣非净利润(元) | 5348.71万 | 5718.61万 | 6.92% | | 货币资金(元) | 8.07亿 | 5.37 亿 | -33.40% | | 应收账款(元) | 2.36亿 | 2.77亿 | 16.99% | | 有息负债(元) | 19.64万 | i | | | 毛利率 | 38.83% | 37.37% | -3.77% | | 净利率 | 24.17% | 23.49% | -2.82% | | 三费占营收比 | 10.04% | 8.10% | -19.34% | | 每股净资产 (元) | 16.51 | 17.14 | 3.81% | | 每股收益(元) | 0.72 | 0.76 | 5.56% | | 每股经营性现金流(元) | 0.43 | 0.05 | -89.20% | 财务报表中对 ...

8月18日上午，上证指数涨逾1%，深证成指涨1.94%，创业板指涨3.2%。沪深京三市上涨个股超4200只。 据证券时报18日消息，A股今日继续大涨，上证指数续创阶段新高。记者根据实时数据统计，截至10点34分，A股公司A股市值总和突破100万亿元(以A股 最新价*A股总股本计算)，创历史新高，这也是A股历史上首次突破100万亿元大关。 具体到公司方面，截至发稿时间，农业银行位居A股市值榜首位，2.19万亿元，工商银行A股市值2.02万亿元位居次席。此外，贵州茅台、中国石油、中国 银行、宁德时代等4股A股市值均超万亿元。 此外，沪指盘中突破2021年2月18日的3731.69点，创2015年8月下旬以来的近10年新高。液冷服务器概念、传媒娱乐、船舶、半导体等板块涨幅居前。 来源：中国新闻社综合自证券时报、智通财经等 中国新闻社(CNS1952)综合自证券时报、智通财经等 | 上证指数 | | | | --- | --- | --- | | 指 SH000001 | | | | 3731.53 +34.76 +0.94% | | | | 交易中 08-18 11:11:02 | | | | 今开 3712.50 ...

来源：证券时报 （文章来源：南方都市报） 8月18日，A股继续大涨，上证指数续创阶段新高。证券时报记者根据实时数据统计，截至10点34分，A 股公司A股市值总和突破100万亿元（以A股最新价*A股总股本计算），创历史新高，这也是A股历史上 首次突破100万亿元大关。具体到公司方面，截至发稿时间，农业银行位居A股市值榜首位，2.19万亿 元，工商银行A股市值2.02万亿元位居次席。此外，贵州茅台、中国石油、中国银行、宁德时代等4股A 股市值均超万亿元。 同日，沪指盘中突破2021年2月18日的3731.69点，创2015年8月下旬以来的近10年新高。液冷服务器概 念、传媒娱乐、船舶、半导体等板块涨幅居前。 ...

Group 1: Monetary Policy and Economic Indicators - The central bank has lowered corporate loan rates to a historic low of 3.3% and mortgage rates to 3.1%, providing strong support for the real economy [1] - M2 money supply has surpassed 330 trillion yuan, with social financing growth nearing 9%, indicating unprecedented bank credit issuance [1] - The quota for re-loans supporting technological innovation has been expanded to 800 billion yuan, and green loan balances have increased by 25% year-on-year, reflecting strong policy support for emerging industries [1] Group 2: Export Data and Market Dynamics - In June, export growth surged to 5.8%, reversing previous declines, with significant increases in key sectors such as rare earths (up 24% month-on-month), ships (up 58%), and integrated circuits (up 23%) [3][4] - ASEAN has become a crucial support for exports, with a 13% increase in exports to Southeast Asia, while the decline in the U.S. market has been effectively controlled [4] - The cross-border transaction volume in RMB reached 8.9 trillion yuan in the first nine months, with the foreign exchange hedging ratio for enterprises rising to 27% [6] Group 3: A-share Market Trends - The A-share market shows unusual performance, with major banks' dividend yields dropping below 4% and PB valuations nearing 0.7 times, indicating a potential shift in investor sentiment [6] - Despite the overall market decline, foreign capital is actively purchasing technology stocks, with significant investments from sovereign funds [6] - The market is witnessing a transition of funds between "old" and "new" assets, with a focus on AI leaders and undervalued consumer stocks [6][7] Group 4: Technical Analysis and Investment Strategies - Technical indicators for bank stocks show a "flat top" pattern, suggesting potential short-term adjustments, while the robotics sector is showing bullish patterns [7] - Investors are advised to focus on sectors benefiting from policies, such as robotics and shipping, and to consider undervalued consumer leaders for potential investments [8] Group 5: Global Economic Context - The global economy faces stagflation risks, with trade tensions escalating and the U.S. Federal Reserve caught between controlling inflation and avoiding recession [7] - China is proactively attracting foreign investment through a visa-free policy for 26 countries and increasing the use of RMB for cross-border transactions to mitigate exchange rate risks [7]