证券代码：605056 证券简称：咸亨国际 公告编号：2025-034 咸亨国际科技股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 本期业绩预告适用于实现盈利，且净利润与上年同期相比上升 50%以上 的情形。 ? 咸亨国际科技股份有限公司（以下简称"公司"）预计公司 2025 年半年 度实现归属于上市公司股东的净利润为 5,400 万元至 6,600 万元，比上年同期 （法 定披露数据）增加 1,145.07 万元至 2,345.07 万元，同比增加 27%至 55%。 ? 公司预计 2025 年半年度实现归属于上市公司股东的扣除非经常性损益 的净利润为 5,300 万元至 6,400 万元，比上年同期（法定披露数据）增加 1,178.12 万元至 2,278.12 万元，同比增加 29%至 55%。 （二） 业绩预告情况 股东的净利润为 5,400 万元至 6,600 万元，比上年同期（法定披露数据）增加 股东的扣除非经常性损益的净利润为 5,300 万元至 6,400 万元，比上年同期（法 ...

7月11日，咸亨国际（605056）发布2025年半年报业绩预告。报告期内，公司预计实现营业收入15.8亿 元，同比增长33%，归属于上市公司股东的净利润为5400万元至6600万元，同比增加27%至55%。 随着大型企业逐渐将MRO采购外包给专业供应商，MRO集约化采购的发展势头日益强劲。报告期内， 公司在持续深耕电网领域，保证业绩基本盘的同时，在石油石化、发电等重点战略行业持续拓展，并取 得了一定的成绩。 工信部赛迪研究院数据显示，MRO产品的采购虽然只占企业总采购量的10%，却消耗了采购部门约80% 的时间和精力，足以证明集约化采购的必要性。伴随着制造业体系完善，大型企业的不断出现，中国的 MRO集约化采购行业，预计未来一段时间会保持一定的增长。 凭借对应用场景的深度理解及央企阳光化采购政策的推进，咸亨国际紧跟国家电网的发展步伐，通过属 地化技术服务团队深入客户需求最前端，精准对接产品使用和服务的需求，借助自有产业和数字化的供 应链体系，牢牢占据市场主导地位。 近年来，咸亨国际还积极拓展新兴战略行业，持续推进油气、发电等战略行业的拓展工作。在行业拓展 中，公司借鉴电网领域的成功经验，加快对应用场景的了解 ...

COCONUT CREEK, Fla., July 09, 2025 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) (“WLFC” or the “Company”), the leading lessor of commercial aircraft engines and global provider of aviation services, announced today that its subsidiary, Willis Aviation Services Limited (“WASL”), a premier provider of aircraft maintenance, repair and overhaul (“MRO”) services, has secured a commitment from leading leisure airline Jet2.com (“Jet2”) for two base maintenance lines for the upcoming season. ...

本报告导读： 公司深耕电力领域，拥有国家电网等能源领域的大型国央企客户，2024 年电力行业实现营收18.63 亿 元，贡献公司营收占比51.68%。 同时，凭借深耕电网领域经验优势，公司积极拓展至油气、发电、核工业、交通和政府应急等战略行 业，2024 年五大新战略行业实现营收约为10.91 亿元，同比增长约70.97%，实现高速增长。 公司作为MRO 集约化领先企业，紧抓国央企加速集约化和电商化采购的行业趋势，积极从电力行业向 油气、发电等重点战略行业拓展，业绩增长潜力巨大。 投资要点： 投资建议：作 为MRO集约化领先企业，公司立足电网行业向油气、发电等多个战略领域拓展，收入利 润体量有望持续增长。预计2025-2027 年EPS 分别为0.70、0.86、1.06 元，综合考虑不同估值方法并基 于谨慎性原则，我们给予公司2025 年4.08X PB，对应目标价为17.71 元，对应2025 年25.3X PE，首次覆 盖，给予增持评级。 中国MRO 市场成长潜力显著，集约化与数字化采购带来加速机遇。 MRO（Maintenance, Repair, and Operations）是指非主要生产设备和原 ...

证券研究报告：机械设备 | 公司深度报告 发布时间：2025-06-10 股票投资评级 买入|首次覆盖 个股表现 -24% -18% -12% -6% 0% 6% 12% 18% 24% 30% 36% 2024-06 2024-08 2024-11 2025-01 2025-03 2025-06 咸亨国际 机械设备 资料来源：聚源，中邮证券研究所 公司基本情况 | 最新收盘价（元） | 14.40 | | --- | --- | | 总股本/流通股本（亿股）4.10 / 4.07 | | | 总市值/流通市值（亿元）59 / 59 | | | 52 周内最高/最低价 | 15.28 / 9.18 | | 资产负债率(%) | 46.6% | | 市盈率 | 26.18 | | 第一大股东 | 杭州兴润投资有限公司 | 研究所 分析师:赵洋 SAC 登记编号:S1340524050002 Email:zhaoyang@cnpsec.com 分析师:刘卓 SAC 登记编号:S1340522110001 Email:liuzhuo@cnpsec.com 咸亨国际(605056) 乘风 MRO 万亿市场，深度服务+ ...

Joint Venture Will Increase FTAI’s Global Maintenance Capacity by Approximately 40%NEW YORK and ROME, June 05, 2025 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (Nasdaq: FTAI) (“FTAI” or the “Company”) today announced that it has closed its previously announced acquisition of a 50% ownership stake in IAG Engine Center Europe S.r.l. (“IAG Engine Center”), an Italian company operating a 200,000 square-foot CFM56 engine maintenance repair and overhaul facility located at the Rome Fiumicino Airport, which has been re ...

Core Insights - ZKH Group Limited has officially commissioned a new smart manufacturing base in Taicang, enhancing its strategic integration of R&D and production for industrial products [1][4] - The new facility spans 30,000 square meters and aims to significantly improve ZKH's product R&D capabilities, contributing to a 40% year-over-year growth in private label products, which accounted for over 8% of total GMV in Q1 2025 [2][3] Company Developments - The Taicang manufacturing hub features a CNAS-accredited industrial product testing laboratory, ensuring high-quality standards and rapid transition from research to market [3] - The facility is designed to optimize product design, testing, and small-batch production, allowing ZKH to quickly adapt to customer needs and technological advancements [3][4] - ZKH's Chairman and CEO emphasized that the new base will enhance product development and supply chain management, driving industrial digital transformation and regional economic vitality [4] Industry Context - ZKH Group Limited operates as a leading MRO procurement service platform in China, focusing on robust supply chain capabilities and innovative technology to provide tailored procurement solutions [5] - The company aims to transform the MRO procurement process by reducing costs and improving management efficiency, thereby empowering stakeholders across the value chain [5]

Group 1 - StandardAero (NYSE: SARO) is a pure-play provider of aircraft engine MRO services in the aerospace and defense industry [2] - Despite favorable long-term sector tailwinds, SARO stock has underperformed since coverage was initiated with a Buy rating in March [2] - The investing group, The Aerospace Forum, aims to discover investment opportunities in the aerospace, defense, and airline industry [2] Group 2 - The analyst provides context to developments in the aerospace industry, describing how they might affect investment theses [2] - The analysis is driven by data-informed insights, with direct access to data analytics monitors available through the investing group [2]

Core Insights - W.W. Grainger, Inc. (GWW) is experiencing growth driven by volume increases in the High Touch Solutions segment and customer growth in the Endless Assortment segment [1][4] - The company anticipates continued top-line growth due to volume improvements and pricing actions, alongside effective inventory management and investments in e-commerce [2][8] Segment Performance - The High-Touch Solutions segment is benefiting from volume growth across all geographies and strong price realization, with an improved product mix contributing to gross margin [3][6] - The Endless Assortment segment is supported by customer acquisition and repeat customer growth at MonotaRO, as well as solid performance at Zoro [4] Financial Guidance - GWW expects earnings per share for 2025 to be between $39.00 and $41.50, indicating a 3% growth from 2024 figures, with net sales projected between $17.6 billion and $18.1 billion, reflecting a sales growth of 2.7-5.2% [5] Strategic Initiatives - The company is focused on enhancing customer experience through investments in e-commerce and digital capabilities, aiming for a personalized and efficient customer journey [9] - Strategic actions include improving product mix, reducing freight costs, and navigating supply-chain challenges to enhance margins [8] Market Position - Grainger's shares have increased by 20.6% over the past year, contrasting with a 1% decline in the industry [12]

德意志银行发布对震坤行(ZKH.US)下半年业绩持乐观预期的前瞻报告，并维持其"买入"评级，目标价 保持在4.5美元。报告指出，公司2025年第一季度业绩符合预期，GMV增速预计将呈逐季加快趋势。受 益于中国MRO采购服务市场持续的数字化转型，德银对震坤行的长期增长潜力维持积极看法。 人工智能技术在多个维度为震坤行赋能：其AI智能工作台显著提升了客户服务效率，使一季度客户服 务团队人均订单处理量环比增长60.4%；自2024年9月推出以来，AI推品大脑已为超过200家客户提供采 购需求分析及产品池管理服务，累计带动新增收入超过人民币3400万元。公司计划在2025年内将该应用 的覆盖客户数量扩展至1.4万家，以进一步释放AI推品大脑价值。 在海外拓展初见成效的背景下，震坤行美国业务在第一季度实现收入与客户基数的月度环比翻倍增长， 公司预计该业务将在下半年进一步提速。除美国市场外，震坤行也计划于今年下半年正式进入欧洲市 场，并已在东南亚展开业务布局。 自有品牌方面，2025年第一季度该类商品的交易总额同比增长约40%，占公司总GMV的8.7%。德意志 银行认为，自有品牌发展仍为公司今年的核心战略之一，当前占比距 ...