2024年1至12月份，同飞股份的营业收入构成为：电力电子装置占比67.19%，数控装备温控产品占比 29.94%，其他占比2.87%。 （文章来源：每日经济新闻） 同飞股份（SZ 300990，收盘价：69.03元）8月21日晚间发布公告称，持有三河同飞制冷股份有限公司 股份约389万股（占公司总股本比例约为2.29%）的股东三河众和盈企业管理中心（有限合伙）计划自 本公告披露之日起15个交易日后的3个月内通过集中竞价方式减持公司股份合计不超过约76万股（占公 司总股本比例为0.4503%）。 ...

证券日报网讯 盾安环境8月19日在互动平台回答投资者提问时表示，公司的主营业务聚焦于制冷配件、 制冷空调设备及新能源汽车热管理核心零部件的研发、生产与销售，始终以"做健康、舒适环境的引领 者"为愿景推进各项经营工作。 （编辑 王雪儿） ...

Core Insights - The company reported a significant revenue growth of 69.67% year-on-year in Q2, reaching 1.641 billion yuan, driven by strong demand from data centers, energy storage, and AI servers [1][3] - The net profit attributable to the parent company for Q2 was 168 million yuan, reflecting a year-on-year increase of 37.98% [1] - The gross profit margin for Q2 was 25.97%, a decrease of 19 percentage points compared to the previous year [1] Financial Performance - For the first half of 2025, the company achieved a revenue of 2.573 billion yuan, a 50.25% increase from 1.713 billion yuan in the same period last year [3] - The net profit for the first half of 2025 was 216 million yuan, up 17.54% year-on-year [1][3] - The gross profit margin for the first half of 2025 was approximately 26.16%, down from 28.48% in the previous year, indicating increased cost pressures [3] Operational Highlights - The company’s cash flow from operating activities was negative 234 million yuan, with a significant increase in inventory and accounts receivable [4] - Accounts receivable increased to 2.81 billion yuan, with a turnover period extending, indicating potential collection challenges [4] - The company’s inventory rose to 1.239 billion yuan, a 40.1% increase from the beginning of the year, reflecting strong order demand but increased turnover pressure [2][3] Business Development - The data center temperature control equipment remains a key growth driver, benefiting from AI computing power demand [2][3] - The company invested 196 million yuan in R&D, accounting for 7.6% of revenue, focusing on advanced technologies such as liquid cooling and high-density heat dissipation [3] - The company is actively expanding capacity, with construction in progress amounting to 224 million yuan, indicating a commitment to meet market demand [3]

Group 1 - The stock price of Haili Co., Ltd. was reported at 22.28 yuan as of August 15, 2025, reflecting a decline of 2.07% from the previous trading day [1] - The opening price for the day was 21.70 yuan, with a highest point of 23.18 yuan and a lowest point of 21.33 yuan, resulting in a trading volume of 34.17 billion yuan and a turnover rate of 19.41% [1] - There was a significant price fluctuation during the trading session, with a movement exceeding 2% within a 5-minute interval [1] Group 2 - Haili Co., Ltd. specializes in the research, production, and sales of refrigeration equipment and accessories, with applications in both household and commercial air conditioning [1] - The company is also involved in the thermal management systems for new energy vehicles [1] Group 3 - On August 15, the net outflow of main funds was 42.93 million yuan, with a cumulative net outflow of 716 million yuan over the past five days [1]

证券之星消息，根据市场公开信息整理，盾安环境(002011)于8月15日将有307.36万股限售股份解禁，为 公司股权激励限售股份，占公司总股本0.29%。(本次数据根据历史公告整理得出,实际情况以上市公司 最新公告为准)本次解禁后，公司还有1.46亿股限售股份，占总股本13.71%。具体如下图所示： 盾安环境财务数据及主营业务： 盾安环境2025年一季报显示，公司主营收入30.21亿元，同比上升15.05%；归母净利润2.18亿元，同比 上升4.34%；扣非净利润2.11亿元，同比上升5.44%；负债率52.01%，投资收益2424.78万元，财务费 用-239.18万元，毛利率16.14%。 盾安环境(002011)主营业务：制冷配件、制冷空调设备、新能源汽车热管理核心零部件的研发、生产和 销售。 本次解禁涉及股东明细见下表： | 股东名称 | 解禁数量(股) | 解禁市值(元) | 锁定期 (月) | | 限售类型 | | --- | --- | --- | --- | --- | --- | | 李建军 | 9.04万 | 112.91万 | | 17 | 股权激励限售股份 | | 徐燕高 | 5.9 ...

据证券之星公开数据整理，近期冰山冷热（000530）发布2025年中报。截至本报告期末，公司营业总收 入24.01亿元，同比下降2.52%，归母净利润7954.11万元，同比上升1.29%。按单季度数据看，第二季度 营业总收入12.38亿元，同比下降5.0%，第二季度归母净利润4943.13万元，同比上升0.33%。本报告期 冰山冷热公司应收账款体量较大，当期应收账款占最新年报归母净利润比达1582.39%。 本次财报公布的各项数据指标表现一般。其中，毛利率16.33%，同比减0.8%，净利率3.44%，同比增 6.83%，销售费用、管理费用、财务费用总计2.35亿元，三费占营收比9.78%，同比减1.25%，每股净资 产3.76元，同比增2.24%，每股经营性现金流-0.0元，同比增96.83%，每股收益0.09元 | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 24.63亿 | 24.01亿 | -2.52% | | 归母净利润(元) | 7853万 | 7954.11万 | 1.29% | | 扣非净利润( ...

Core Viewpoint - Iceberg Cold Chain (000530) is focusing on the development of its industrial refrigeration and heating, commercial freezing and refrigeration, air conditioning and environmental sectors, engineering and services, and new business areas, aiming to create a complete cold and heat industry chain [1] Financial Performance - In the first half of 2025, the company achieved operating revenue of 2.401 billion yuan, a year-on-year decrease of 2.52% - The net profit attributable to shareholders of the listed company was 79.541 million yuan, a year-on-year increase of 1.29% - The net profit attributable to shareholders after deducting non-recurring gains and losses was 74.1626 million yuan, a year-on-year increase of 10.12% [1] Industry Position and Clientele - The company has established itself as a key player in the petrochemical sector, providing comprehensive solutions to high-end clients such as BASF, Covestro, Dow Chemical, and others [2] - Since becoming the only Class I supplier of refrigeration equipment for BASF in China in 2021, the company's industry influence has significantly increased [2] - The company leads the market in the refrigeration sector for new large frozen fishing vessels [2] Project Engagements - The company has undertaken several notable commercial ice and snow engineering projects, including indoor ski resorts and ice venues in various cities [3] - In 2025, the company is involved in upgrading existing venues for the Harbin Asian Winter Games, including ice rink renovations [3] - The company is actively looking for opportunities in the ice and snow economy, particularly with the upcoming 2028 National Winter Games [3] Growth in Energy Sector - In the energy sector, the company has seen significant growth in orders for energy storage thermal management and CCUS projects [2] - The company provides battery management systems and efficient thermal management heat exchange units for the electrochemical energy storage field, with over 100 million yuan in orders expected for 2024 [2]

| | □特定对象调研 分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活动 | □新闻发布会 □路演活动 | | 类别 | □现场参观 | | | □其他 （ ） 海富通基金赵晨凯；泰信基金杨显；泰康资产颜运鹏；上海途 | | | 灵资产赵梓峰；云门投资俞忠华；深圳市尚诚资产管理有限责 任公司黄向前；创金合信刘泉；爱建证券自营章孝林；山东驼 | | | 铃私募基金管理有限公司张姜；财通证券谢铭；华福证券吴泽 | | | 良；中金证券张梓丁；中邮证券刘卓；中金机械郭威秀；国海 | | | 证券张钰莹；坚果资本姚铁睿；瑞银证券杜佳怡；民生证券占 | | 参与单位名称及 | 豪；西南证券杨云杰；国泰海通证券欧阳天奕；华泰证券王龙 | | 人员姓名 | 钰；中银证券曹鸿生；上海证券刘阳东；招商证券吴洋；东北 | | | 证券周兴武；财通证券郝思行；广发证券汪家豪；山西证券徐 | | | 风；国信证券年亚颂；申万宏源证券刘建伟；甬兴证券凌展翔； | | | 浙商证券王一帆；国金证券房灵聪；天风证券任康；光大证券 | | | 汲萌；Jefferies AmberYe；西 ...

东贝集团最新股价报7.07元，较前一交易日上涨0.10元。当日成交量为241052手，成交金额达1.70亿 元。公司当前总市值为43.96亿元，市盈率为24.29倍。 风险提示：股市有风险，投资需谨慎。 东贝集团主要从事制冷压缩机、商用制冷设备等产品的研发、生产和销售。公司产品广泛应用于家用电 器、商用制冷等领域。 最新数据显示，东贝集团股东户数已连续三期下降，最新一期减少102户至40197户，累计降幅达 12.65%。公司最新两融余额为3.26亿元，其中融资余额为3.24亿元。 ...

Group 1 - The closing price of Haili Co., Ltd. on August 8 was 18.99 yuan, down 0.72 yuan or 3.65% from the previous trading day [1] - The stock reached a maximum of 21.30 yuan and a minimum of 18.78 yuan during the day, with a volatility of 12.79% [1] - The trading volume for the day was 2.2286 million hands, with a transaction amount of 4.424 billion yuan [1] Group 2 - Haili Co., Ltd. specializes in the research, production, and sales of refrigeration equipment and accessories, widely used in household and commercial air conditioning [1] - The company is part of the home appliance industry sector and has attributes of local Shanghai stocks and AB shares [1] Group 3 - On August 8, the net outflow of main funds for Haili Co., Ltd. was 594 million yuan, accounting for 3.97% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow was 167 million yuan, representing 1.11% of the circulating market value [1]