格隆汇8月20日丨保变电气(600550.SH)公布半年度报告，营业收入29.9亿元，同比增长60.89%，归属于 上市公司股东的净利润7536.67万元，同比增长230.76%，归属于上市公司股东的扣除非经常性损益的净 利润7159万元，同比增长297.25%。 ...

平高电气(600312.SH)发布2025年半年度报告，该公司营业收入为56.96亿元，同比增长12.96%。归属于 上市公司股东的净利润为6.65亿元，同比增长24.59%。归属于上市公司股东的扣除非经常性损益的净利 润为6.61亿元，同比增长24.24%。基本每股收益为0.4899元。本期公司加大市场开拓力度，可执行项目 陆续履约交付。 ...

保变电气公告，2025年上半年营业收入29.95亿元，同比增长60.89%。净利润7536.67万元，同比增长 230.76%。基本每股收益0.041元／股，同比增长241.67%。 ...

平高电气公告，2025年上半年营业收入56.96亿元，同比增长12.96%。净利润6.65亿元，同比增长 24.59%。公司拟以实施2025年半年度权益分派股权登记日登记的总股本为基数，每10股派发现金股利 1.88元（含税）。 ...

格隆汇8月20日丨江苏华辰(603097.SH)公布2025年半年度报告，上半年实现营业收入9.38亿元，同比增 长40.46%；归属于上市公司股东的净利润4727.22万元，同比增长18.37%；归属于上市公司股东的扣除 非经常性损益的净利润4248.24万元，同比增长10.74%；基本每股收益0.2901元。 ...

（文章来源：每日经济新闻） 民生证券8月19日发布研报称，给予思源电气（002028.SZ，最新价：83.2元）推荐评级。评级理由主要 包括：1）公司盈利能力持续改善，存货同比高增支撑后续增长；2）国内新产品&新市场有望贡献增 量，海外市场维持高增且盈利持续改善；3）持续培育汽车电子、柔直等新业务。风险提示：电网投资 不及预期风险，新产品开拓不及预期风险等。 ...

Investment Rating - The report assigns a "Buy-A" rating to the company with a 12-month target price of 64.31 CNY, indicating a positive outlook for the stock [7]. Core Views - The company has a solid order backlog of approximately 19.6 billion CNY, which provides a stable foundation for future growth [3]. - Despite short-term performance pressures, primarily due to delivery schedule issues, the company is expected to benefit from the accelerating development of deep-sea projects and its leading position in the submarine cable sector [4][5]. - The projected net profits for 2025, 2026, and 2027 are 1.69 billion CNY, 2.21 billion CNY, and 2.73 billion CNY, respectively, with growth rates of 68%, 31%, and 24% [5]. Financial Performance Summary - In H1 2025, the company reported revenues of 4.432 billion CNY, a year-on-year increase of 9.0%, while net profit decreased by 26.6% to 473 million CNY [1]. - The revenue from the submarine and high-voltage cable segment was 1.957 billion CNY in H1 2025, reflecting an 8.32% increase, but a significant decline of 46.84% in Q2 2025 due to project delivery issues [2]. - The company’s financial forecasts indicate a steady increase in revenue from 7.31 billion CNY in 2023 to 18.223 billion CNY in 2027, with corresponding net profit growth [6][11].

顺钠股份（SZ 000533，收盘价：8.01元）8月19日晚间发布半年度业绩报告称，2025年上半年营业收入 约10.73亿元，同比增加1.05%；归属于上市公司股东的净利润约4049万元，同比增加30.64%；基本每股 收益0.0586元，同比增加30.51%。 （文章来源：每日经济新闻） ...

人民财讯8月19日电，顺钠股份（000533）8月19日晚间披露2025年半年报，公司上半年实现营业收入 10.73亿元，同比增长1.05%；归母净利润为4049.25万元，同比增长30.64%。基本每股收益0.0586元。 ...

Group 1 - The core viewpoint of the article is that ShunNa Co., Ltd. (000533.SZ) reported its half-year financial results for 2025, showing modest revenue growth and significant profit increase [1] Group 2 - The company achieved operating revenue of 1.073 billion yuan in the first half of the year, representing a year-on-year growth of 1.05% [1] - The net profit attributable to shareholders of the listed company was 40.4925 million yuan, reflecting a year-on-year increase of 30.64% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 37.4109 million yuan, which is a year-on-year growth of 23.66% [1] - The basic earnings per share were reported at 0.0586 yuan [1]