证券日报网讯江苏神通8月28日发布公告，在公司回答调研者提问时表示，钢铁冶金行业景气度下降， 导致冶金的阀门产品市场需求减少、竞争激烈。面对这一挑战，公司加强了产品研发和工艺创新，推动 降本增效措施落实，同时加大"阀门管家"服务的营销推广，以提高品牌影响力和市场份额；全球及国内 化工、炼化行业资本开支节奏放缓，导致公司能源化工类产品市场竞争加剧，公司将继续在能源化工领 域投入研发，创新营销模式，逐步提升能源石化领域阀门产品的市占率。 （文章来源：证券日报） ...

业绩受关税影响短期承压，期待后续智能化新品 银都股份(603277) 证券研究报告 通用设备 / 公司点评 / 2025.08.28 核心观点 | 盈利预测 | | | | | | | --- | --- | --- | --- | --- | --- | | [币种Table_FinchinaSimple] (人民币) | 2023A | 2024A | 2025E | 2026E | 2027E | | 营业收入(百万元) | 2653 | 2753 | 3042 | 3373 | 3616 | | 收入增长率(%) | -0.39 | 3.77 | 10.50 | 10.90 | 7.21 | | 归母净利润(百万元) | 511 | 541 | 601 | 652 | 742 | | 净利润增长率(%) | 13.54 | 5.89 | 11.05 | 8.56 | 13.73 | | EPS(元) | 1.22 | 1.29 | 0.98 | 1.06 | 1.21 | | PE | 21.98 | 17.96 | 17.51 | 16.13 | 14.18 | | ROE(%) | 18.08 | ...

证券之星消息，8月28日通用设备板块较上一交易日上涨0.8%，英华特领涨。当日上证指数报收于 3843.6，上涨1.14%。深证成指报收于12571.37，上涨2.25%。通用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301272 | 英华特 | 46.68 | 14.64% | 8.96万 | | 3.88亿 | | 301603 | 乔锋智能 | 80.25 | 12.77% | 12.09万 | | 9.60亿 | | 300861 | 美畅股份 | 16.71 | 12.68% | 44.10万 | | 7.13亿 | | 301018 | 申菱环境 | 77.88 | 12.28% | 1 23.82万 | | 17.33亿 | | 831961 | 创远信科 | 28.80 | 8.68% | 19.72万 | | 5.74亿 | | 301377 | 鼎泰高科 | 77.08 | 8.66% | 10.71万 | | 7.94亿 | ...

Investment Rating - The report maintains an "Accumulate" rating for the company [1] Core Views - The company is expected to benefit from dual growth in the semiconductor and liquid cooling sectors [1] - The company's revenue for H1 2025 was 1.409 billion, a slight year-on-year decrease of 0.6%, with the food business showing a 5.4% increase [7] - The company has made significant progress in domestic substitution and is optimizing its customer structure in the semiconductor field [7] - The report has adjusted the net profit forecast for 2025-2027 to 255 million, 314 million, and 415 million respectively, reflecting a dynamic PE of 62, 50, and 38 times [1][7] Financial Performance Summary - Total revenue for 2023 is projected at 2.711 billion, with a year-on-year growth of 3.49% [1] - The net profit attributable to the parent company for 2023 is estimated at 235.9 million, down 31.58% year-on-year [1] - The company's gross margin for H1 2025 was 24.5%, a decrease of 1.1 percentage points year-on-year [7] - The operating cash flow for H1 2025 improved significantly, reaching 130 million, a year-on-year increase of 41.8% [7] Market Data - The closing price of the stock is 38.73 yuan, with a market capitalization of 15.794 billion [5] - The price-to-earnings ratio (P/E) is currently at 66.95 [5] - The company has a total asset-liability ratio of 60.01% [6]

盘古智能公告，2025年上半年营业收入2.85亿元，同比增长42.55%。净利润3337.45万元，同比增长 13.12%。公司计划不派发现金红利，不送红股，不以公积金转增股本。 ...

Group 1 - The core viewpoint of the news is that Xi'an Shangu Power Co., Ltd. has experienced a decline in stock price, with a cumulative drop of 5.88% over four consecutive days, closing at 8.49 yuan per share on August 28, with a total market capitalization of 14.632 billion yuan [1] - The company specializes in the development, manufacturing, and sales of various turbine machinery and systems, with its main business revenue composition being: energy conversion equipment 46.04%, energy infrastructure operation 45.34%, industrial services 8.42%, and others 0.14% [1] - The trading volume on the reporting date was 1.76 billion yuan, with a turnover rate of 1.22% [1] Group 2 - According to data, a fund under Bank of China holds a significant position in Shangu Power, with 182,500 shares, accounting for 3.43% of the fund's net value, making it the fourth-largest holding [2] - The fund, Zhongyin Xinhua Zhongcheng Hongli Value Index Initiation A, has incurred a floating loss of approximately 9.67 million yuan during the four-day decline, with a current floating loss of about 1.46 million yuan [2] - The fund manager Zhao Zhihua has a tenure of 10 years and 36 days, with the fund's total asset scale at 1.033 billion yuan, achieving a best return of 41.93% during his tenure [2]

证券研究报告 机械设备 | 通用设备 北交所|公司点评报告 hyzqdatemark 2025 年 08 月 28 日 证券分析师 赵昊 SAC：S1350524110004 zhaohao@huayuanstock.com 万枭 SAC：S1350524100001 wanxiao@huayuanstock.com 市场表现： | 基本数据 | | 2025 | 年 | 08 | | | | 月 | 26 | | | 日 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 收盘价（元） | | | | | | | | | | | 42.70 | | | 年 高 最 低 | / | | | | | 最 | 内 | | | 一 | 68.00/9.95 | | | （元） | | | | | | | | | | | | | | 总市值（百万元） | | | | | | | | | | | 3,134.18 | | | 流通市值（百万元） | | | | | | | | | | | 1,619.64 ...

国元证券近日发布机械行业周报：过去一周（2025.8.18-2025.8.22），中信机械行业上 涨2.58%，表现处于中下游，在所有一级行业中涨跌幅排名第19。具体来看，工程机械上涨 0.89%，通用设备上涨2.99%，专用设备上涨2.74%，仪器仪表上涨4.47%，金属制品上涨 4.66%，运输设备上涨1.27%。 以下为研究报告摘要： 主要观点 过去一周（2025.8.18-2025.8.22），中信机械行业上涨2.58%，表现处于中下游，在所有 一级行业中涨跌幅排名第19。具体来看，工程机械上涨0.89%，通用设备上涨2.99%，专用 设备上涨2.74%，仪器仪表上涨4.47%，金属制品上涨4.66%，运输设备上涨1.27%。 建议关注：1）工程机械：三一重工、中联重科、徐工机械、柳工、山推股份、恒立液 压等；2）通用板块：叉车（安徽合力、杭叉集团）、机床（海天精工、豪迈科技、纽威股 份、科德数控、华中数控等）、刀具（华锐精密、欧科亿、鼎泰高科、新锐股份等）；3） 人形机器人：建议关注技术壁垒高、价值量高、国产化率低的环节，如总成（拓普集团、三 花智控、恒立液压）、PEEK结构件（唯科科技、福赛科技、 ...

Core Insights - The company Jingjin Equipment reported an increase in shareholder accounts, reaching 21,105 as of June 30, 2025, which is an increase of 4,051 accounts or 23.75% compared to March 31, 2025 [1][2] - The average shareholding value per account is 407,800 yuan, which is higher than the industry average of 195,700 yuan for A-share listed companies in the general equipment sector [1][2] - Despite the increase in shareholder accounts, the company's stock price declined by 11.42% during the period from March 31, 2025, to June 30, 2025 [1][2] Company Performance - As of June 30, 2025, Jingjin Equipment's average shareholding quantity per account decreased to 27,300 shares from 33,800 shares as of March 31, 2025 [1][2] - The company experienced a net inflow of 54.44 million yuan from institutional investors and a net inflow of 38.59 million yuan from retail investors during the same period, while retail investors saw a net outflow of 93.03 million yuan [2] Industry Context - The average number of shareholders in the general equipment industry is 29,200, indicating that Jingjin Equipment's shareholder count is below the industry average [1][2] - The average shareholding value in the general equipment sector is lower than that of Jingjin Equipment, highlighting the company's relatively strong position in terms of shareholder value [1][2]

证券之星消息，近日贵绳股份披露，截至2025年6月30日公司股东户数为3.73万户，较3月31日增加 3654.0户，增幅为10.85%。户均持股数量由上期的7275.0股减少至6563.0股，户均持股市值为10.05万 元。 MACD金叉信号形成，这些股涨势不错！ | | | | 统计截止日 区间股价涨跌幅 股东户数 增减 增减比例 户均持股市值 (元) 户均持股数（股) | | | | --- | --- | --- | --- | --- | --- | | 2025-06-30 | 7.36% | 37344 3654 | 10.85% | 10.05万 | 6563.04 | | 2025-03-31 | -6.61% | 33690 -4002 | -10.62% | 10.38万 | 7274.86 | | 2025-02-28 | 3.24% | 37692 5063 | 15.52% | 9.94万 | 6502.44 | | 2024-12-31 | -10.79% | 32629 -3933 | -10.76% | 11.12万 | 7511.42 | | 2024-09-30 | -2 ...