一、主要会计数据和财务指标 | 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） | -0.1423 | -0.0391 | -263.94 | 0.0228 | | 每股净资产（元） | 1.9 | 2 | -5 | 2.13 | | 每股公积金(元) | 0.43 | 0.44 | -2.27 | 0.52 | | 每股未分配利润(元) | 0.28 | 0.38 | -26.32 | 0.43 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 8.22 | 9.7 | -15.26 | 59.29 | | 净利润(亿元) | -2.09 | -0.57 | -266.67 | 0.33 | | 净资产收益率(%) | -7.22 | -1.94 | -272.16 | 1.08 | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 80934.29万股，累计占流通股比： ...

广西能源（600310）公告，2025年第一季度营收为8.22亿元，同比下降15.22%；净亏损2.09亿元，去年 同期净亏损5730.22万元。 ...

Financial Performance - The company's basic earnings per share decreased by 46.43% from 0.2800 yuan in 2023 to 0.1500 yuan in 2024 [1] - Net profit fell by 47.92%, from 2.4 billion yuan in 2023 to 1.25 billion yuan in 2024 [1] - Operating revenue decreased by 14.99%, from 45.22 billion yuan in 2023 to 38.44 billion yuan in 2024 [1] - Return on equity dropped by 48.89%, from 5.85% in 2023 to 2.99% in 2024 [1] - The company's net asset per share increased by 2.78%, from 4.68 yuan in 2023 to 4.81 yuan in 2024 [1] Shareholder Structure - The top ten unrestricted shareholders hold a total of 25,367.03 million shares, accounting for 30.58% of the circulating shares, with an increase of 1,350,100 shares compared to the previous period [1] - Tianhao Investment Group Co., Ltd. remains the largest shareholder with 13,095.18 million shares, representing 15.78% of total share capital [2] - Gong Youhua increased his holdings by 249.13 thousand shares, now holding 1,867.59 million shares, which is 2.25% of total share capital [2] - The previous top ten shareholders included CITIC Securities Co., Ltd. - Social Security Fund 17052 Combination, which has exited the list [2] Dividend Distribution - The company has not proposed any dividend distribution or capital increase for the current period [2]

Core Viewpoint - The recent financial report of Electric Power Investment Energy (002128) shows a positive growth in revenue and net profit for 2024, although the quarterly net profit for Q4 has declined compared to the previous year [1][2]. Financial Performance - The total operating revenue for 2024 reached 29.859 billion yuan, an increase of 11.23% year-on-year [4]. - The net profit attributable to shareholders was 5.342 billion yuan, reflecting a year-on-year growth of 17.15% [4]. - In Q4, the operating revenue was 8.05 billion yuan, up 13.13% year-on-year, while the net profit decreased by 3.37% to 942 million yuan [1]. Profitability Metrics - The gross profit margin improved to 34.05%, a year-on-year increase of 7.07% [4]. - The net profit margin also increased to 19.66%, up 5.14% from the previous year [4]. - The company reported a return on invested capital (ROIC) of 13.62%, indicating strong capital returns [4]. Cost and Efficiency - Total selling, administrative, and financial expenses amounted to 1.269 billion yuan, representing 4.25% of revenue, which is a 4.71% increase year-on-year [4]. - The company’s cash flow per share was 3.55 yuan, up 15.71% year-on-year [4]. Analyst Expectations - Analysts had previously estimated the net profit for 2024 to be around 5.578 billion yuan, indicating that the actual results fell short of expectations [2][5]. - The average earnings per share forecast for 2025 is projected at 2.61 yuan [5]. Shareholder Information - The largest fund holding Electric Power Investment Energy is the E Fund Resource Industry Mixed Fund, which holds 4.477 million shares [6].

电投能源（002128）公告，2024年营业收入298.59亿元，同比增长11.23%。归属于上市公司股东的净利 润53.42亿元，同比增长17.15%。基本每股收益2.38元/股，同比增长12.80%。公司董事会审议通过的利 润分配预案为：以22.42亿为基数，向全体股东每10股派发现金红利8元(含税)，送红股0股(含税)，不以 公积金转增股本。 ...

广汇能源(600256.SH)公告称，广汇能源发布2024年年度报告，公司实现 营业收入364.41亿元，同比减 少40.72%；归属于上市公司股东的 净利润为29.61亿元，同比减少42.60%。同时，公司将实施差异化 分 红方案，向全体股东每10股派发现金红利6.22元（含税）。 ...

智通财经4月24日电，广汇能源(600256.SH)公告称，2025年第一季度实现营业收入89.02亿元，同比下降 11.34%；归属于上市公司股东的净利润为6.94亿元，同比下降14.07%。 广汇能源：一季度净利润同比下降14.07% ...

东华能源（002221）公告，2024年营业收入309.38亿元，同比增长14.06%。归属于上市公司股东的净利 润4.44亿元，同比增长194.92%。基本每股收益0.2816元/股，同比增长194.87%。公司计划不派发现金红 利，不送红股，不以公积金转增股本。 ...

Investment Rating - The report assigns an investment rating of "Buy" for stocks, indicating an expected return exceeding 15% compared to the CSI 300 index [54] Core Insights - The report highlights that the A-share market is experiencing a mixed performance, with the Shanghai Composite Index reaching a year-to-date high before retreating [6][8] - It emphasizes the importance of sectors such as artificial intelligence and technology, which are expected to drive market growth in the coming months [10][9] - The report notes a significant increase in the number of signed stores for Wanchen Group, surpassing 15,000, indicating strong market presence in the snack retail sector [40] Market Overview - The total market capitalization of the Shanghai Composite Index is 640,938 million, with a PE ratio of 12.01 and a PB ratio of 1.27 [3] - The Shenzhen Component Index has a total market capitalization of 227,934 million, with a PE ratio of 22.33 and a PB ratio of 2.31 [3] - The ChiNext Index shows a high PE ratio of 33.35, indicating a premium valuation compared to other indices [3] Industry Dynamics - The report discusses the LogiMAT 2025 event, showcasing advancements in internal logistics and automation technology, with strong participation from Chinese companies [29][30] - It mentions the release of guidelines by the National Healthcare Security Administration for pricing projects related to neurological services, supporting the integration of innovative medical technologies [32] - The report highlights that Moyang Bio has received MDSAP certification, enhancing its international market competitiveness [34] Company Tracking - Daon Co., Ltd. reported a total revenue of 5.301 billion, reflecting a year-on-year increase of 16.65%, indicating positive sales trends in modified plastics [36] - Baofeng Energy achieved a total revenue of 32.983 billion, with a net profit increase of 12.16%, showcasing strong performance in its core business [38] - Aisheng Co., Ltd. successfully won a bid for a 1GW solar module project, marking a significant breakthrough in its domestic centralized business [42]

Market Overview - The A-share market shows a mixed performance with the Shanghai Composite Index closing at 3371.92, down 0.23% [2] - The total market capitalization of the Shanghai Composite Index is 6409.38 billion, with a PE ratio of 12.01 and a PB ratio of 1.27 [3] - The ChiNext Index has a significantly higher PE ratio of 33.35, indicating a higher valuation compared to the Shanghai Composite [3] Financial Insights - The report highlights a notable increase in the total revenue of Daon Co., which reached 5.301 billion, a year-on-year increase of 16.65% [36] - Baofeng Energy reported a total revenue of 32.983 billion, reflecting a 13.21% increase year-on-year, with a net profit of 6.338 billion, up 12.16% [38] - Wanchen Group has signed contracts with over 15,000 stores, indicating strong growth in the retail sector [40] Industry Dynamics - The LogiMAT 2025 event showcased advancements in internal logistics and automation, with significant participation from Chinese companies [29] - The National Medical Insurance Administration released guidelines for pricing in the neurology sector, indicating a focus on innovative medical technologies [32] - Moyang Bio received MDSAP certification, enhancing its international market access and competitiveness [34] Company Tracking - Daon Co. continues to see growth in modified plastic products, with a focus on sustainable materials [36] - Baofeng Energy is expanding its market presence with a significant increase in direct sales and customer acquisition [38] - Aishuxin Co. has successfully secured a 1GW procurement project for its N-type ABC solar modules, indicating strong demand for innovative solar technologies [42]