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石头科技的前世今生:2025年三季度营收120.66亿元高于行业平均,净利润10.38亿元领先多数同行
Xin Lang Cai Jing· 2025-10-30 15:03
石头科技成立于2014年7月4日,于2020年2月21日在上海证券交易所上市,注册及办公地址位于北京市、 香港。它是智能清洁电器领域的头部企业,核心业务为智能清洁机器人等智能硬件,其产品以先进技术和 高品质著称。 公司主营业务为智能清洁机器人等智能硬件的设计、研发、生产和销售,所属申万行业为家用电器 - 小家 电 - 清洁小家电,涉及DeepSeek概念、小米概念、人工智能核聚变、超导概念、核电等概念板块。 中泰证券指出,石头科技整体进入利润率改善的拐点。业务亮点如下:1. 扫地机内销受国补带动高增,外 销新拓地区市占率快速提升;2. 洗地机收入高速增长,Q2开始盈利,国内市场市占率约25%稳居第二,海 外在部分市场出货并贡献利润;3. 洗烘一体机H2亏损有望收窄;4. 预计25 - 27年归母利润18、26、32亿。 长江证券指出,公司作为清洁电器龙头,以技术驱动产品迭代。业务亮点如下:1. 内外销景气度较优,拓 展薄弱市场、延拓外销价位布局、洗地机放量支撑规模延续高增;2. 扫地机完善产品价格布局、海外产能 布局完善、洗地机扭亏、洗烘一体机减亏推动利润改善;3. 预计2025 - 2027年归母净利润分别 ...
开能健康的前世今生:瞿建国掌舵二十余年,打造健康水家电与细胞产业双轮驱动,发力细胞业务第二增长曲线
Xin Lang Cai Jing· 2025-10-30 13:24
2025年三季度,开能健康营业收入为13.56亿元,在行业8家公司中排名第8,远低于行业第一名科沃斯的 128.77亿元和第二名石头科技的120.66亿元,也低于行业平均数53.79亿元和中位数28.36亿元。主营业务构 成中,终端业务及服务收入5.45亿元,占比61.31%;智能制造及核心部件收入3.31亿元,占比37.24%;其 他生态产品及业务收入1283.1万元,占比1.44%。当期净利润为1.19亿元,行业排名第6,同样远低于第一 名科沃斯的14.18亿元和第二名石头科技的10.38亿元,低于行业平均数4.62亿元和中位数1.46亿元。 资产负债率高于同业平均,毛利率高于同业平均 偿债能力方面,2025年三季度开能健康资产负债率为51.89%,高于行业平均的47.40%,不过较去年同期的 55.73%有所下降。从盈利能力看,2025年三季度公司毛利率为40.06%,高于行业平均的30.98%,虽较去年 同期的40.26%略有下降,但仍保持较高水平。 董事长瞿建国薪酬43.6万元,同比增加12万元 开能健康成立于2001年2月27日,于2011年11月2日在深圳证券交易所上市,注册地址和办公地址均为上 ...
石头科技涨2.02%,成交额4.01亿元,主力资金净流出384.72万元
Xin Lang Zheng Quan· 2025-10-29 06:27
石头科技今年以来股价涨21.36%,近5个交易日涨3.18%,近20日跌5.57%,近60日涨5.18%。 资料显示,北京石头世纪科技股份有限公司位于北京市昌平区安居路17号院3号楼10层1001,香港湾仔皇 后大道东183号合和中心46楼,成立日期2014年7月4日,上市日期2020年2月21日,公司主营业务涉及智 能清洁机器人等智能硬件的设计、研发、生产和销售。主营业务收入构成为:智能清洁产品及配件 99.94%,其他(补充)0.06%。 10月29日,石头科技盘中上涨2.02%,截至14:19,报189.19元/股,成交4.01亿元,换手率0.84%,总市 值490.20亿元。 资金流向方面,主力资金净流出384.72万元,特大单买入1471.51万元,占比3.67%,卖出1839.93万元, 占比4.58%;大单买入6888.96万元,占比17.16%,卖出6905.26万元,占比17.20%。 石头科技所属申万行业为:家用电器-小家电-清洁小家电。所属概念板块包括:小米概念、DeepSeek概 念、人工智能、家用电器、机器人概念等。 机构持仓方面,截止2025年6月30日,石头科技十大流通股东中,华 ...
科沃斯涨2.02%,成交额1.00亿元,主力资金净流出98.95万元
Xin Lang Cai Jing· 2025-10-24 02:17
Core Viewpoint - Ecovacs Robotics has shown significant stock performance with a year-to-date increase of 98.24%, despite a recent decline over the past 20 days [1] Financial Performance - For the first half of 2025, Ecovacs achieved a revenue of 8.676 billion yuan, representing a year-on-year growth of 24.37% [2] - The net profit attributable to shareholders for the same period was 979 million yuan, marking a year-on-year increase of 60.84% [2] Stock Market Activity - As of October 24, Ecovacs' stock price was 92.28 yuan per share, with a market capitalization of 53.417 billion yuan [1] - The stock experienced a trading volume of 1.00 billion yuan and a turnover rate of 0.19% on the same day [1] - The stock has been on the "龙虎榜" (a list of stocks with significant trading activity) once this year, with the last appearance on July 15 [1] Shareholder Information - As of June 30, the number of shareholders increased to 34,200, a rise of 5.54% from the previous period [2] - The average number of circulating shares per shareholder decreased by 5.25% to 16,633 shares [2] Dividend Distribution - Since its A-share listing, Ecovacs has distributed a total of 2.021 billion yuan in dividends, with 944 million yuan distributed over the last three years [3] Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited and Huaxia CSI Robotics ETF, with both increasing their holdings [3]
科沃斯跌2.05%,成交额1.90亿元,主力资金净流入1174.86万元
Xin Lang Cai Jing· 2025-10-23 05:37
Core Viewpoint - Ecovacs Robotics has experienced a significant stock price increase of 92.70% year-to-date, despite a recent decline in the last five trading days [1] Group 1: Stock Performance - As of October 23, Ecovacs' stock price was 89.70 CNY per share, with a market capitalization of 51.92 billion CNY [1] - The stock has seen a decline of 5.06% over the last five trading days and a 14.57% drop over the last 20 days, while it has increased by 30.00% over the last 60 days [1] - The company has appeared on the "龙虎榜" (a stock trading list) once this year, with the last appearance on July 15 [1] Group 2: Financial Performance - For the first half of 2025, Ecovacs reported a revenue of 8.676 billion CNY, representing a year-on-year growth of 24.37% [2] - The net profit attributable to shareholders for the same period was 979 million CNY, showing a year-on-year increase of 60.84% [2] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders increased to 34,200, up by 5.54% from the previous period [2] - The average number of circulating shares per shareholder decreased by 5.25% to 16,633 shares [2] - The total cash dividends distributed by Ecovacs since its A-share listing amount to 2.021 billion CNY, with 944 million CNY distributed in the last three years [3] Group 4: Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the sixth-largest circulating shareholder, holding 9.4739 million shares, an increase of 205,200 shares from the previous period [3] - The Huaxia CSI Robotics ETF was the seventh-largest circulating shareholder, with 5.1619 million shares, an increase of 922,100 shares [3] - The Fuguo Balanced Preferred Mixed Fund entered the top ten circulating shareholders with 3.6056 million shares [3]
德尔玛涨2.06%,成交额1466.80万元,主力资金净流出27.14万元
Xin Lang Cai Jing· 2025-10-15 02:32
Core Viewpoint - Delmar's stock has shown a slight increase of 0.19% year-to-date, but has experienced a decline of 10.09% over the past 60 days, indicating potential volatility in its market performance [1]. Company Overview - Guangdong Delmar Technology Co., Ltd. was established on July 12, 2011, and went public on May 18, 2023. The company operates as an innovative home appliance brand that integrates independent research and development, original design, self-production, and self-marketing [1]. - Delmar's main product categories include home environment (40.15% of revenue), water health (38.97%), personal health (20.30%), and others (0.58%) [1]. Financial Performance - For the first half of 2025, Delmar achieved a revenue of 1.686 billion yuan, reflecting a year-on-year growth of 3.99%. The net profit attributable to shareholders was 68.68 million yuan, with a growth of 1.08% [2]. - Since its A-share listing, Delmar has distributed a total of 115 million yuan in dividends [3]. Shareholder Information - As of August 20, 2025, Delmar had 22,200 shareholders, a decrease of 4.53% from the previous period. The average number of circulating shares per person increased by 4.75% to 11,932 shares [2]. - By June 30, 2025, Hong Kong Central Clearing Limited had exited the list of the top ten circulating shareholders [3]. Market Activity - On October 15, Delmar's stock price rose by 2.06%, reaching 9.89 yuan per share, with a total market capitalization of 4.565 billion yuan. The trading volume was 14.668 million yuan, with a turnover rate of 0.57% [1]. - The net outflow of main funds was 27.14 thousand yuan, with large orders accounting for 7.43% of purchases and 9.28% of sales [1].
科沃斯涨2.12%,成交额5453.67万元,主力资金净流出312.95万元
Xin Lang Cai Jing· 2025-10-14 01:56
10月14日,科沃斯盘中上涨2.12%,截至09:41,报99.56元/股,成交5453.67万元,换手率0.10%,总市 值576.32亿元。 资金流向方面,主力资金净流出312.95万元,大单买入519.41万元,占比9.52%,卖出832.36万元,占比 15.26%。 科沃斯今年以来股价涨113.88%,近5个交易日跌5.24%,近20日涨1.28%,近60日涨55.49%。 今年以来科沃斯已经1次登上龙虎榜,最近一次登上龙虎榜为7月15日。 资料显示,科沃斯机器人股份有限公司位于江苏省苏州市吴中区友翔路18号,成立日期1998年3月11 日,上市日期2018年5月28日,公司主营业务涉及各类家庭服务机器人、清洁类小家电等智能家用设备 及相关零部件的研发、设计、生产与销售。主营业务收入构成为:服务机器人55.89%,智能生活电器 42.96%,其他产品1.15%。 科沃斯所属申万行业为:家用电器-小家电-清洁小家电。所属概念板块包括:机器人概念、华为概念、 家用电器、工业4.0、智能家居等。 截至6月30日,科沃斯股东户数3.42万,较上期增加5.54%;人均流通股16633股,较上期减少5.25%。 ...
科沃斯涨2.11%,成交额2.45亿元,主力资金净流入285.07万元
Xin Lang Cai Jing· 2025-10-10 02:28
10月10日,科沃斯盘中上涨2.11%,截至10:17,报104.61元/股,成交2.45亿元,换手率0.42%,总市值 602.93亿元。 资金流向方面,主力资金净流入285.07万元,特大单买入2333.43万元,占比9.54%,卖出1527.92万元, 占比6.25%;大单买入4021.63万元,占比16.44%,卖出4542.07万元,占比18.57%。 科沃斯今年以来股价涨124.73%,近5个交易日跌1.31%,近20日涨17.05%,近60日涨80.67%。 今年以来科沃斯已经1次登上龙虎榜,最近一次登上龙虎榜为7月15日。 资料显示,科沃斯机器人股份有限公司位于江苏省苏州市吴中区友翔路18号,成立日期1998年3月11 日,上市日期2018年5月28日,公司主营业务涉及各类家庭服务机器人、清洁类小家电等智能家用设备 及相关零部件的研发、设计、生产与销售。主营业务收入构成为:服务机器人55.89%,智能生活电器 42.96%,其他产品1.15%。 科沃斯所属申万行业为:家用电器-小家电-清洁小家电。所属概念板块包括:机器人概念、工业4.0、华 为概念、百元股、家用电器等。 截至6月30日,科沃斯 ...
10月9日晚间重要公告一览
Xi Niu Cai Jing· 2025-10-09 10:19
Group 1 - Changyuan Power reported a power generation of 2.742 billion kWh in September, a year-on-year decrease of 41.88% [1] - The cumulative power generation from January to September was 27.332 billion kWh, down 8.24% year-on-year [1] - Huanyu Electronics achieved a consolidated revenue of 5.96 billion yuan in September, a year-on-year increase of 0.1% [1][2] Group 2 - Zhonghuan Environmental announced a change in controlling shareholder, with 27.5% of shares being transferred for a total consideration of 598 million yuan [2] - *ST Songfa's subsidiary signed contracts for the construction of 6 VLCCs, with a total contract value of approximately 600-900 million USD [1][3] - Suzhou Xinchen Technology's subsidiary plans to acquire 55% of Kunyu Lancheng for 74.25 million yuan [3] Group 3 - Guiguan Power reported a cumulative power generation of 31.848 billion kWh for the first three quarters, a year-on-year increase of 14.89% [4] - Jincheng Pharmaceutical's subsidiary received approval for the market launch of a raw material drug [4] - Shandong Steel expects a net profit of approximately 140 million yuan for the first three quarters, an increase of about 21.96 million yuan year-on-year [4][5] Group 4 - Xiangjia Co. reported sales revenue of 96.6186 million yuan from live poultry in September, with a sales price of 12.10 yuan/kg [6] - Aonong Bio's pig sales volume in September increased by 12.2% year-on-year, with a total of 164,400 pigs sold [7] - Mingtai Aluminum's aluminum plate and foil sales reached 1.1747 million tons in the first three quarters [8] Group 5 - Guangzhou Port expects to complete a container throughput of 2.051 million TEUs in September, a year-on-year decrease of 0.8% [11] - Jiangsu Sop plans to conduct a month-long maintenance on several production units starting October 10 [12] - Baike Bio received approval for a clinical trial of a combined vaccine for infants [13] Group 6 - Yutong Bus reported a 25.55% year-on-year increase in bus sales in September, totaling 4,756 units [16] - Shanghai Rural Commercial Bank's vice chairman and president's qualifications were approved [19] - Huayu Pharmaceutical's product received market approval in four countries [20] Group 7 - Longan Automobile reported a 24.92% year-on-year increase in vehicle sales in September, totaling 266,300 units [38] - Chip Origin expects a third-quarter revenue of 1.284 billion yuan, a year-on-year increase of 78.77% [39] - Bomaike signed a contract for an offshore floating production storage and offloading vessel project, with a contract value of approximately 190-240 million USD [40]
科沃斯涨2.02%,成交额3.79亿元,主力资金净流出586.93万元
Xin Lang Zheng Quan· 2025-09-30 06:01
Core Viewpoint - Ecovacs Robotics has shown significant stock performance with a year-to-date increase of 130.25%, reflecting strong market interest and financial growth [1][2]. Financial Performance - For the first half of 2025, Ecovacs achieved a revenue of 8.676 billion yuan, representing a year-on-year growth of 24.37% [2]. - The net profit attributable to shareholders for the same period was 979 million yuan, marking a substantial increase of 60.84% compared to the previous year [2]. Stock Market Activity - As of September 30, Ecovacs' stock price was 107.18 yuan per share, with a market capitalization of 61.774 billion yuan [1]. - The stock has experienced a trading volume of 3.79 billion yuan and a turnover rate of 0.63% on the same day [1]. - The stock has been active on the market, with a notable increase of 90.98% over the past 60 days [1]. Shareholder Information - As of June 30, the number of shareholders increased to 34,200, a rise of 5.54% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 5.25% to 16,633 shares [2]. Dividend Distribution - Since its A-share listing, Ecovacs has distributed a total of 2.021 billion yuan in dividends, with 944 million yuan distributed over the last three years [3]. Institutional Holdings - As of June 30, 2025, the sixth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 9.4739 million shares, an increase of 205,200 shares from the previous period [3]. - The seventh largest shareholder is Huaxia CSI Robotics ETF, with 5.1619 million shares, up by 922,100 shares [3]. - A new institutional investor, Fortune Balanced Preferred Mixed Fund, entered the top ten shareholders with 3.6056 million shares [3].