Core Insights - The company reported a significant decline in revenue and net profit for the first half of 2025, indicating potential challenges in its financial performance [2] Financial Performance - The company's operating revenue for the first half of 2025 was 591,567,971.18 yuan, representing a year-on-year decrease of 17.26% [2] - The net profit attributable to shareholders for the same period was 52,196,637.60 yuan, which reflects a year-on-year decline of 46.18% [2]

截至发稿，共有263家公司公布了上半年分配方案，其中分配方案中包含送转的有6只，送转方案公布当 日股价上涨的有3只，涨停的有松原安全、若羽臣等，方案公布后5日股价上涨的有4只，累计涨幅居前 的有松原安全、若羽臣、潍柴重机等，累计涨幅为24.09%、14.68%、5.87%。（数据宝） 上海机电上市以来分配方案概览 | 日期 | 每10股送转（股） | 每10股派现（元） | 净利润（万元） | 净利润同比（%） | | --- | --- | --- | --- | --- | | 2025.06.30 | 1.00 | 2.00 | 49067.86 | -6.67 | | 2024.12.31 | 0.00 | 2.20 | 93733.41 | -6.26 | | 2024.06.30 | 0.00 | 2.00 | 52577.08 | -5.44 | | 2023.12.31 | 0.00 | 4.40 | 99992.04 | 1.88 | | 2022.12.31 | 0.00 | 4.30 | 98147.40 | 21.03 | | 2021.12.31 | 0.00 | 2.90 | 81 ...

（编辑 任世碧） 证券日报网讯 8月22日晚间，上海机电发布关于2025年半年度利润分配预案的公告称，公司拟向全体股 东每股派发现金红利0.20元（含税）。截至2025年6月30日，公司总股本1，022，739，308股，以此计 算合计拟派发现金红利204，547，861.60元（含税），为公司2025年上半年实现的归属于上市公司股东 净利润的41.69%。 ...

| 1 | 盾安坏境 | 紫金投资拟减持不超过3% | | --- | --- | --- | | 2 | 佳缘科技 | 部分董事及高管拟合计减持不超过3.41%公司股份 | | 3 | 顺威股份 | 西部利得增盈1号拟减持3%公司股份 | | ব | 新選联 | 控股股东、实控人拟减持公司不超3%股份 | | 5 | 德才股份 | 股东红塔创新拟减持不超过1%股份 | | 6 | 圣诺生物 | 股东川发投资、卢昌亮、王晓莉拟减持不超过3.43% | | 1 | 安乃达 | 股东宁波恩辉拟减持不超过2%公司股份 | | 8 | 万业企业 | 第二大股东三林万业拟减持不超过2.76%公司股份 | 据统计，8月22日，盘后长江电力披露增持情况。包括盾安环境、佳缘科技、顺威股份、新强联、德才 股份、安乃达、圣诺生物、万业企业在内的8家A股上市公司披露减持情况。 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company continues to deepen its presence in the energy, water conservancy, transportation, and natural resources sectors, achieving a year-on-year growth of 28% in net profit attributable to the parent company for the first half of 2025 [2] - The company's revenue for the first half of 2025 reached 168 million yuan, representing a year-on-year increase of 13.49%, while the net profit attributable to the parent company was 32 million yuan, up 14.33% year-on-year [2] - The growth in performance is primarily driven by the acceleration of energy infrastructure investment, digital transformation in transportation, and increased demand for disaster prevention [2][3] - The company reported a gross profit margin of 54.38%, a decrease of 0.47 percentage points year-on-year, and a net profit margin of 19.35%, down 0.26 percentage points year-on-year [2] Revenue and Profitability - The company's main business segments include smart monitoring terminals and IoT solutions, with revenues growing by 11% and 22% year-on-year, respectively, in the first half of 2025 [3] - The smart monitoring terminal segment generated 132 million yuan in revenue, with a gross margin of 61.41% [3] - The safety monitoring IoT solutions and services segment achieved 36 million yuan in revenue, with a gross margin of 28.71% [3] Research and Development - The company has strong R&D capabilities, with proprietary technologies in various sensing techniques and IoT integration, enabling high-quality domestic product replacements [4] - The company is expanding its service areas and customer base, focusing on energy, water conservancy, transportation, and smart city applications [4] - The customer base primarily consists of state-owned enterprises and government departments, ensuring long-term cooperation and large orders [4] Financial Forecasts - The company forecasts total revenue of 398.45 million yuan for 2025, with a net profit of 90.76 million yuan, reflecting a year-on-year growth of 17.84% [1][10] - The projected earnings per share (EPS) for 2025 is 0.65 yuan, with a price-to-earnings (P/E) ratio of 24.65 based on the current price [1][10]

上海机电8月22日披露半年报，公司上半年实现营业收入94.38亿元，同比下降6.41%；归属于上市公司 股东的净利润4.91亿元，同比下降6.67%；基本每股收益0.48元。 ...

Investment Rating - The report maintains an "Accumulate" rating for the company [1] Core Views - The company achieved a revenue of 295 million yuan in the first half of 2025, representing a year-on-year increase of 15.24%. The net profit attributable to shareholders was 49 million yuan, up 1.27% year-on-year. The decline in profit growth compared to revenue growth is primarily due to increased share-based payment expenses from the 2024 restricted stock incentive plan. Excluding these expenses, profit growth was 13.85%, aligning with revenue growth [2] - The company's gross margin decreased to 38.67% in the first half of 2025, down 4.73 percentage points year-on-year, influenced by changes in accounting policies and a higher proportion of lower-margin automated production line revenue. The net profit margin was 16.60%, down 2.30 percentage points year-on-year [3] - The proportion of technical personnel increased to 31% by the end of the first half of 2025, indicating capacity expansion and rising market demand. The net cash flow from operating activities improved to 165 million yuan, driven by increased cash collections from sales and government R&D funding [4] - The company is steadily expanding its market presence, particularly in the aerospace sector, and has established collaborations with several new users. It is also making strides in the civil sector, achieving significant order growth in various fields [4] - The profit forecasts for 2025-2027 have been revised downwards due to slower-than-expected recovery in manufacturing sector conditions. The updated net profit estimates are 138 million yuan for 2025, 187 million yuan for 2026, and 243 million yuan for 2027, with corresponding dynamic P/E ratios of 61, 45, and 34 times [4]

8月22日，纽威数控今日收盘15.75元，上涨2.21%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到22.73倍，总市值72.03亿元。 从行业市盈率排名来看，公司所处的通用设备行业市盈率平均86.00倍，行业中值49.58倍，纽威数控排 名第61位。 股东方面，截至2025年3月31日，纽威数控股东户数11793户，较上次减少431户，户均持股市值35.28万 元，户均持股数量2.76万股。 纽威数控装备(苏州)股份有限公司的主营业务是中高档数控机床的研发、生产及销售。公司的主要产品 是大型加工中心、立式数控机床、卧式数控机床。2024年纽威数控通过中国合格评定国家认可委员会 (CNAS)的实验室认可，获批纽威数控检测试验中心CNAS证书(注册号:CNASL21194)，获评江苏省智能 制造工厂、江苏省五星级上云企业、江苏省质量信用AA级企业、苏州市质量管理优秀奖，获批企业职 称自主评审工作单位，部分产品获批中国机床工具工业协会产品质量十佳、CCMT2024中国数控机床展 览会春燕奖、青苔国际工业设计大奖、江苏省首台（套）重大装备认定、江苏精品等多项荣誉称 号，"重型精密落地铣镗床关键技术 ...

格隆汇8月22日丨陕鼓动力(601369.SH)公布2025年半年度报告，报告期实现营业收入48.69亿元，同比下 降2.70%；归属于上市公司股东的净利润4.14亿元，同比下降9.75%；归属于母公司股东的扣除非经常性 损益的净利润3.95亿元，同比下降9.07%；基本每股收益0.24元。 ...

天沃科技公告，2025年上半年营业收入12.41亿元，同比增长3.61%。归属于上市公司股东的净亏损 906.21万元，上年同期净利润1550.84万元。公司计划不派发现金红利，不送红股，不以公积金转增股 本。 ...