在已披露预告的川股中，从增长幅度看，国城矿业、华西证券两家公司表现尤为突出，预计上半 年净利润同比增幅均超10倍。其中，国城矿业大幅增长主要因非经常性损益所致，公司以16亿元 的交易对价完成对赤峰宇邦矿业有限公司65%股权的出售并确认相应的投资收益，影响金额为 6.58亿元。华西证券则因有效提升了资产质量，推动实现上半年营业收入和归属于上市公司股东 的净利润同比增加。 证券行业的国金证券同样交出亮眼答卷，预计上半年净利润10.92亿元—11.37亿元，同比增幅 140%—150%。 通信领域的新易盛以37亿—42亿元的预告净利润登顶目前川股"盈利王"，公司受益于人工智能相 关算力投资持续增长，净利润创同期新高。生物医药板块的圣诺生物也表现突出，多肽原料药在 糖尿病、抗肿瘤等领域的出口量同比增长，带动公司上半年净利润同比增长254%—332%。 □四川日报全媒体记者 彭瑀珩 进入7月中下旬，四川上市公司2025年半年报业绩预告披露节奏加快。截至7月21日收盘，已有55 家川股对外披露上半年业绩预告。从整体数据来看，共有33家公司预计上半年业绩实现盈利，22 家公司则面临首次亏损或持续亏损的挑战。 尽管超六成公司 ...

聆达集团股份有限公司 2025 年半年度报告全文 聆达集团股份有限公司 聆达集团股份有限公司 2025 年半年度报告全文 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人金永峰、主管会计工作负责人谢景远及会计机构负责人(会计 主管人员)谢景远声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 公司的主营业务为光伏产业链相关业务，以往公司主营业务收入 90%以 上来源于全资子公司嘉悦新能源从事的高效晶硅太阳能电池业务，在 2023 年 度以来受制于光伏产业链价格整体呈波动下行态势，公司主营业务盈利能力 承压，公司子公司金寨嘉悦新能源一期电池项目从 2024 年 3 月 14 日开始停 产。截至当前，太阳能电池片市场行情仍无根本性好转，基于当前形势判断， 短期乃至中期内金寨嘉悦几乎无复工复产的可能。金寨嘉悦二期 5.0GW 高效 电池片(TOPCon)生产项目因建设所需资金需求巨大，结合公司目前的实际财 务状况、运营效率、市场前景等实际情况，继续投 ...

日前， 金博股份董事长兼首席科学家廖寄乔 廖寄乔 在股东大会上表示：2024年，光伏行业整体面临 较大压力。公司战略委员会在光伏市场处于景气周期时，就开始思考下一步应该做什么。现在我们发力 碳陶材料，并且已经在国内外整车企业中取得了一定的成绩。 据悉，金博股份已在碳陶材料上深耕5年多时间，使用自有资金投入研发、设计和生产等关键环节， 目 前已成为多家整车企业的合格供方 。 金博股份在碳陶材料领域的代表产品为碳陶刹车盘，该产品具有 较高性价比，相较于国外产品具有竞争力，可满足从商用车到乘用车等各类车型的不同需求 。 点击阅读 ： 中复神鹰，签约风电龙头 继与风电龙头金发科技签约后， 【DT新材料】 获悉， 7月18日， 湖南金博碳素股份有限公司 总经理 戴朝晖、研究院院长李丙菊及采购总监陈小丁莅临 中复神鹰西宁公司 调研，中复神鹰党委书记、董事 长张健，董事、总经理陈秋飞陪同。基于深厚的合作基础和对未来前景的美好预期， 双方签订框架合 作协议，共同推进高性能碳陶刹车盘的成本优化与规模化普及。 作为新能源汽车制动系统的核心部件， 碳陶刹车盘 凭借优异的耐高温性与制动稳定性成为汽车产业的 升级方向，金博股份已通过技 ...

( 图片来源：《澳华财经在线》) 根据最新发布的2025财年澳洲高管富豪排行榜（Rich Bosses list），WiseTech Global创始人兼执行主席 Richard White以约134亿澳元的财富名列榜首，Chemist Warehouse（已与Sigma Healthcare合并）联合创 始人Mario Verrocchi位居第二，身价约76.4亿澳元，Pro Medicus联合创始人Sam Hupert以接近69亿澳元 的财富位居第三。 Richard White连续第三年蝉联冠军。2025财年，其所持股票的价值增加大约4.4亿澳元，增幅3%。 该榜单根据今年6月30日澳洲ASX300公司高管所持本公司股票的价值进行排名。数据显示，前50名高管 的财富接近610亿澳元，但其中520亿澳元来自前10名，570亿澳元来自前20名。 下面为2025财年澳洲高管富豪Top-10排行榜： 【财经要闻及评论】 澳洲ASX300高管富豪排行榜揭晓 榜首身价134亿澳元 (来源：AFR) 澳洲增长型养老基金Top-10排行榜出炉 最高年回报率近13% 根据研究机构Chant West发布的报告，澳洲养老金 ...

Investment Rating - The report maintains a "Positive" investment rating for the industry [5] Core Insights - The report highlights the ongoing price increases in the photovoltaic industry chain, with significant price adjustments for silicon wafers and battery cells, indicating a recovery in market sentiment for solid-state batteries [9][15] - The report emphasizes the importance of monitoring price changes in the industry chain, as well as the progress of mergers and acquisitions in the silicon material sector [15][36] Summary by Sections Photovoltaic - The prices of silicon materials have risen to approximately 47-49 CNY/kg, with silicon wafer prices for 183N, 210RN, and 210N reaching 1.45, 1.65, and 1.93 CNY per piece respectively [21][24] - The report notes that the photovoltaic industry is experiencing a reduction in low-price competition, with a focus on orderly exit of backward production capacity [16][36] - Key recommendations include investing in companies benefiting from this trend, such as Tongwei Co., GCL-Poly Energy, LONGi Green Energy, and Aiko Solar [36] Energy Storage - The introduction of capacity pricing for energy storage in Gansu province strengthens the logic for independent energy storage in China, with a capacity price set at 330 CNY/KW per year for the first two years [41][42] - The report indicates that the domestic energy storage market is expected to see continued growth, driven by favorable policies and increasing demand [39][50] - Recommended companies in this sector include Sungrow Power Supply and Deye Technology, with a focus on large-scale energy storage projects [36] Lithium Battery - The report notes a stable upward trend in the lithium battery sector, with a focus on companies with strong profitability and stable market positions, such as CATL and other quality second-tier companies [16][36] - The sentiment around solid-state batteries is improving, with significant advancements expected in materials and technology [16][39] Wind Power - The report highlights the acceleration of offshore wind projects in China, with expectations for increased profitability in the second half of the year as project deliveries ramp up [16][36] - Recommended companies include Mingyang Smart Energy and Zhongji Innolight, which are well-positioned to benefit from this trend [36] Power Equipment - The report emphasizes the importance of high-voltage direct current (HVDC) projects and the expected approval of new projects in the second half of the year [16][36] - Recommended companies in this sector include Sifang Co. and State Grid Information & Communication, which are expected to benefit from these developments [36] New Directions - The report discusses the potential of humanoid robots and advancements in solid-state battery technology, indicating a positive outlook for companies involved in these areas [16][36]

新华财经上海7月21日电（记者 郭慕清）当大多数光伏企业仍在周期底部徘徊时，爱旭股份 （600732.SH）以一份"扭亏"成绩单，为行业带来了新的曙光。公司财报近日披露，2025年第二季度实 现归母净利润0.2亿至1.3亿元，成为本轮行业调整中首家率先单季扭亏为盈的链主企业。 数据显示，2024年同期，爱旭半年亏损高达17.4亿元。尽管上半年仍有1.7亿至2.8亿元亏损，但二季度 的盈利，标志着公司已迎来穿越周期的拐点。 在被问及二季度盈利原因时，爱旭股份董秘李斌表示，二季度公司ABC组件产销两旺，并根据市场情 况及时优化组件出货结构，通过深耕欧洲、日韩、澳新等市场，海外销售占比显著提升。公司ABC产 品在瑞士、捷克、英国等欧洲重点国家的市占率持续领先，渠道合作不断深化。凭借高溢价户用产品， 公司毛利率整体提升明显。基于旺盛的客户订单，规模化效应逐渐显现，单位生产成本较同期大幅下 降，已接近行业主流竞品水平。 这一变化直接反映在现金流上。实际上从今年一季度开始，公司上半年经营性现金流回正，库存开始下 行。数据显示，在今年一季度，公司经营活动现金流入为7.2亿元，是其连续四个季度净流出后的首次 转正，一季度公司 ...

受让方肖秀艮，女，上海市黄浦区居民，神秘资本人士，公开资料中查不到有关她的任何有价值的信息，但她能一下子拿出26亿真金白银的实力，还是震 惊资本圈。交易完成后，肖秀艮将跻身合盛硅业第四大股东之列。 合盛硅业表示，此次股份转让是基于合盛集团自身资金需求和合盛硅业发展需要。本次权益变动后，合盛集团及其一致行动人（罗立国、罗燚、罗烨栋） 的持股比例将由78.59%减少到73.51%。 作者 |田思 编辑 |韩成功 曾经雄心勃勃要做"最完整产业链"的合盛硅业（SH：603260），如今已经在卖股权筹钱。 华夏能源网（公众号hxny3060）获悉，7月16日，合盛硅业公告称，控股股东宁波合盛集团有限公司（以下简称"合盛集团"）拟通过协议转让方式向自然 人肖秀艮转让600万股股份，占公司总股本的5.08%，转让总价为26.34亿元。 值得注意的是，此次43.90元/股的转让价格，与合盛硅业7月16日的收盘价48.71元/股相比，约有近10%的折价。不过，对渴求资金输血的合盛硅业而言， 在当前行情下，能一举获得26亿元的资金已属难得，折价算不了什么。 曾经赌上九成身家转型的合盛硅业，如今已经在资金上捉襟见肘。面对光伏行业大 ...

Core Viewpoint - The company has approved several significant resolutions regarding the transfer and cancellation of subsidiaries and projects, which are expected to have no major impact on its financial status. Group 1: Share Transfer Resolutions - The company approved the transfer of 100% equity of its wholly-owned subsidiary, Shenyang Nengbin New Energy Co., Ltd., to Liaoning Haoyue Power Station Development Co., Ltd. for a price of 200,000 RMB, as the distributed photovoltaic project has not yet commenced investment and construction [1][2] - The company also agreed to transfer 67% equity of its Nigerian subsidiary, CYG ENERGY TECH NIGERIA CO. LTD, to an individual for a nominal price of 1 RMB, with no operational activities having been conducted by the subsidiary [3] Group 2: Cancellation of Funds and Subsidiaries - The company has decided to terminate its participation in two energy storage industry funds, with the first fund having returned all contributions by May 2024, and the second fund's cancellation expected to have no significant financial impact [4][5] - The company will also proceed with the cancellation of its wholly-owned subsidiaries, Hefei Nengbin New Energy Development Co., Ltd., Chuzhou Nengbin Phase I New Energy Development Co., Ltd., and Wuhu Nengbin Phase I New Energy Co., Ltd., as they have not engaged in any business activities and have no outstanding contracts or employees [6]

Investment Rating - The report maintains a recommendation for metals silicon, PBAT, and valine, indicating a positive outlook for these materials in the chemical industry [1]. Core Insights - The new materials sector outperformed the broader market and the basic chemical sector, with a weekly change of 1.37% for the new materials index compared to 1.17% for the basic chemical index and 1.09% for the CSI 300 index [8]. - Price increases were noted for metals silicon (+3.16%), PBAT (+0.51%), and valine (+0.35%), while significant declines were observed in electronic-grade hydrogen peroxide (-3.86%), 6F (-1.01%), and epoxy resin (-0.88%) [8][21]. - The report highlights the importance of the new materials sector, particularly in semiconductor materials, which showed significant gains [8][25]. Industry Updates - The Ministry of Industry and Information Technology held a meeting with photovoltaic companies to address low-price competition and promote the exit of outdated production capacity, aiming for sustainable development in the solar industry [9]. - The easing of trade tensions between China and the U.S. has led to a recovery in trade inquiries and shipping prices, positively impacting chemical prices [10]. - The report emphasizes the potential for growth in the new materials sector, particularly in areas that require domestic production capabilities and have been historically reliant on imports [11]. Trading Data - The Huachuang Chemical Industry Index stood at 73.06, reflecting a decrease of 0.22% week-on-week and a year-on-year decline of 25.03% [17]. - The industry inventory percentile is at 91.12%, indicating a high level of stock relative to the past five years [17].

你家屋顶的太阳能板，以后可能比股票账户还值钱。协鑫科技最近干了件捅破天的事——要把甘肃的光 伏电站、江苏的储能电池，甚至每一度绿电都变成手机里能交易的"数字资产"。这事听起来玄乎，说白 了就是：以后咱们普通人花100块就能当"电厂股东"，每天靠太阳晒出来的电分红。更狠的是，太保资 管香港直接下场站台，港股股价两个月暴涨50%。这哪是能源革命？分明是把碳中和玩成了"全民财富 游戏"！今天咱就扒开揉碎了说：这波"绿电上链"到底是割韭菜的新套路，还是普通人逆袭的财富风 口？ 一、RWA是个啥？把"太阳"切成片卖给你 先别急着喊"区块链骗局"，咱先搞懂RWA到底是个啥玩意儿。说白了，就是把现实世界的资产——比如 你家房子、公司的应收账款，甚至甘肃沙漠里的光伏板——通过区块链技术变成一串代码，然后像股票 一样拆成小块儿卖。你花100块买的不是空气，是真真切切的"光伏电站收益权"代币。 举个栗子：协鑫在江苏搞了个550MW的可调负荷项目，占了整个江苏省可调负荷的30%。这玩意儿听 起来像个巨型充电宝，实际上就是把上千个企业的储能电池、充电桩整合起来，电网用电紧张时就放电 赚钱，用电宽松时就充电待命。以前这项目得靠银行贷款 ...