Group 1: Report Summary - Report industry: Special Equipment [2] - Research target: Jikai Co., Ltd. [16] - Reception time: April 28, 2025 [16] - Company representatives: Chairman Feng Fan, Independent Director Xu Chaozhi, Financial Officer Qiao Guicai, and Board Secretary Tian Jiying [16] Group 2: Research Institutions - Types of institutions: Investors participating in Jikai Co., Ltd.'s 2024 annual online performance briefing via Panorama Network [19] Group 3: Main Content R & D Investment - In 2024, the R & D investment accounted for 5.47% of the operating income. The company will continue to increase R & D investment to build core competitiveness [23] Business Expansion - The company will maintain and consolidate old markets, develop new markets, expand cooperation with high - quality new customers, improve sales models, and strengthen international market research [24] Subsidiary Performance - With the increasing demand for intelligent mining equipment, the company will focus on the coal machinery manufacturing business, maintain stable development, and improve management efficiency [25] Shareholder Information - As of April 18, 2025, the number of shareholders was 26,207 [25] Tariff Impact - From 2024 to the end of the first quarter of 2025, the company had no direct exports to the US, so the US tariff increase had no impact on its production and operation [26] Profit Improvement - The company will expand the market, promote products, accelerate new product R & D, implement cost - reduction and efficiency - improvement measures, and explore new business growth points [27][29] Repurchase Plan - As of now, the company has no share repurchase plan [27] Q1 2025 Financials - In Q1 2025, the company achieved operating income of 53.946 million yuan and a net profit attributable to shareholders of - 16.3909 million yuan [28] 2024 Financials - In 2024, the company's operating income was 382.6878 million yuan, a year - on - year increase of 13.62%. The main business income was 374.419 million yuan, a year - on - year increase of 14.44%. The total profit was - 5.6644 million yuan, a year - on - year increase of 13.45%. The net profit attributable to shareholders was - 1.8044 million yuan, a year - on - year increase of 1.12% [29] ST Risk - The company's production and operation are normal, and there is no risk of being labeled as ST [30] Industry Outlook - Refer to the "Company's Future Development Prospects" section in the 2024 annual report [32]

Group 1: Capital Increase - Dechang Co., Ltd. plans to raise no more than 1.524 billion yuan for the construction of various projects, including a factory in Thailand with an annual production capacity of 5 million home appliances, a project for smart home appliances with an annual capacity of 1.8 million units, and a factory in Vietnam with an annual capacity of 3 million small appliances [1] Group 2: Share Buybacks and Increases - Renfu Pharmaceutical's subsidiary,招商生物, intends to increase its stake in the company by 0.5%-1% [2] - Seagull Co., Ltd. plans to repurchase shares worth between 60 million to 120 million yuan [2] - Hualian Holdings intends to change the purpose of 80.1153 million repurchased shares and cancel them [2] - Hefeng Co., Ltd. plans to cancel 6.9566 million shares from its repurchase account [2] Group 3: External Investments and Daily Operations - Jiazhe New Energy plans to invest 803 million yuan in the construction of a 140MW wind power project [3] - Honghe Technology intends to invest approximately 720 million yuan in the construction of a high-performance fiberglass yarn production line [4] - New Coordinates plans to invest 77 million yuan to establish a holding subsidiary for the research, production, and sales of rolling ball screws [5] - Weifu High Technology signed a strategic cooperation agreement with Bosch China to advance business cooperation in the sensor field and explore opportunities in artificial intelligence and embodied robotics [5] Group 4: Performance Changes - Youfa Group reported a net profit of 133 million yuan in the first quarter, a year-on-year increase of 9680%, attributed to increased sales and improved gross margin [6] - Runtu Co., Ltd. reported a net profit of 47.7931 million yuan in the first quarter, a year-on-year increase of 3543% [6] - Quectel Wireless Solutions reported a net profit of 212 million yuan in the first quarter of 2025, a year-on-year increase of 286.91% [6] - MicroNano reported a net profit of 84.1029 million yuan in the first quarter, a year-on-year increase of 2253.57% [6] - Lianhua Technology reported a net profit of 49.7156 million yuan in the first quarter, a year-on-year increase of 1747% [7] - Gaode Infrared reported a net profit of 83.546 million yuan in the first quarter, a year-on-year increase of 897% [7] - Jina Technology reported a net profit of 195 million yuan in the first quarter, a year-on-year increase of 859.78% [7] - Shengyi Technology reported a net profit of 200 million yuan in the first quarter, a year-on-year increase of 657% [7] - Taihao Technology reported a net profit of 34.7376 million yuan in the first quarter, a year-on-year increase of 751.84% [8] - Nanjing Public Utilities reported a net profit of 32.9143 million yuan in the first quarter, a year-on-year increase of 544.26% [9] - Hunan Haili reported a net profit of 56.6102 million yuan in the first quarter, a year-on-year increase of 483.78% [10] - Sanhe Pile reported a net profit of 34.6013 million yuan in the first quarter, a year-on-year increase of 418.95% [11] - Suzhou Gude reported a net profit of 36.8176 million yuan in the first quarter, a year-on-year increase of 395.60% [12] - Yaxiang Co., Ltd. reported a net profit of 82.1681 million yuan in the first quarter, a year-on-year increase of 361.70% [12] - Qianyuan Power reported a net profit of 51.8465 million yuan in the first quarter, a year-on-year increase of 348.38% [13] - Daye Co., Ltd. reported a net profit of 194 million yuan in the first quarter, a year-on-year increase of 326.94% [13] - Xingqi Eye Medicine reported a net profit of 146 million yuan in the first quarter, a year-on-year increase of 320% [13] - Huafeng Technology reported a net profit of 31.811 million yuan in the first quarter, a year-on-year increase of 207.17% [14] - Huazheng Securities reported a net profit of 525 million yuan in the first quarter, a year-on-year increase of 87.79% [15] - Shandong Mining Machinery reported a net profit of 53.0836 million yuan in the first quarter, a year-on-year increase of 81.62% [16] - Zhongjin Company reported a net profit of 2.042 billion yuan in the first quarter, a year-on-year increase of 64.85% [16] - Changdian Technology reported a net profit of 203 million yuan in the first quarter, a year-on-year increase of 50.39% [16] - Shandong Gold reported a net profit of 1.026 billion yuan in the first quarter, a year-on-year increase of 46.62% [17] - Shennong Group reported a net profit of 229 million yuan in the first quarter, turning a profit [18] - WuXi AppTec reported a net profit of 3.672 billion yuan in the first quarter, a year-on-year increase of 89.06% [18] - Hongjing Technology reported a net profit of 21.6512 million yuan in the first quarter, turning a profit [19] - Zhongbei Communication reported a year-on-year decline in net profit of 59%, but its intelligent computing business achieved a year-on-year revenue increase of 973% [20] - Sinopec reported a net profit of 13.975 billion yuan in the first quarter [21] - Juxin Technology reported a net profit of 41.4497 million yuan in the first quarter, a year-on-year increase of 386% [21]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Lehui International, which has a high PE ratio compared to its industry peers [1][2] - As of April 28, Lehui International's closing price was 22.4 yuan, with a PE ratio of 101.61 times, significantly higher than the industry average of 60.85 times and the median of 45.87 times [1][2] - The company's total market capitalization is 2.704 billion yuan, ranking it 220th in the industry [1][2] Group 2 - Lehui International specializes in the research, production, and manufacturing of liquid food equipment, with key products including brewing equipment and sterile filling equipment [1] - The company has been recognized as a national champion in manufacturing, with its beer brewing equipment and filtration equipment awarded national-level champion products [1] - In the first quarter of 2025, Lehui International reported a revenue of 206 million yuan, a year-on-year decrease of 5.87%, while net profit reached 8.9383 million yuan, showing a significant increase of 160.61% [1]

Group 1 - The core business of the company is the research, production, sales, and technical services of vacuum coating equipment [2] - The company has a market capitalization of 11.727 billion yuan and a rolling PE ratio of 176.89, significantly higher than the industry average of 60.85 [1][3] - The company reported a revenue of 97.39 million yuan in Q1 2025, representing a year-on-year increase of 35.82%, while net profit decreased by 17.76% to 8.32 million yuan [3] Group 2 - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise and is a member of the Guangdong Vacuum Industry Technology Innovation Alliance [2] - The company has participated in the formulation of industry standards and has received various certifications, including those for management systems [2] - The average PE ratio in the specialized equipment industry is 60.85, with a median of 45.87, placing the company at the 244th position in terms of PE ranking [1][3]

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| 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.0174 | -0.0146 | -19.18 | -0.0520 | | 每股净资产（元） | 1.6 | 1.97 | -18.78 | 2.27 | | 每股公积金(元) | 0.79 | 0.79 | 0 | 0.79 | | 每股未分配利润(元) | -0.41 | -0.04 | -925 | 0.26 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 0.35 | 0.43 | -18.6 | 0.34 | | 净利润(亿元) | -0.06 | -0.05 | -20 | -0.17 | | 净资产收益率(%) | -1.09 | -0.74 | -47.3 | -2.27 | 数据四舍五入，查看更多财务数据>> 一、主要会计数据和财务指标 前十大流通股东累计持有： 16098.36万股，累计占流通股比： 50.71%，较上期变化： -206.4 ...