公司代码：601179 公司简称：中国西电 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。 1.2本公司董事会、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性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.3公司全体董事出席董事会会议。 1.4本半年度报告未经审计。 1.5董事会决议通过的本报告期利润分配预案或公积金转增股本预案 公司第五届董事会第三次会议审议通过的2025年度中期利润分配方案为：拟以实施权益分派股权登记日 登记的总股本为基数，向全体股东每10股派发现金红利0.47元（含税），至本次董事会召开日，公司总 股本5,125,882,352股，以此为基数计算共计派发现金红利240,916,470.54元（含税）。在实施权益分派的 股权登记日前公司总股本发生变动的，拟维持分配总额不变，相应调整每股分配比例，并将另行公告具 体调整情况。根据公司2024年年度股东大会的授权，本次利润分配方案经董事会审议通过后即可实施 ...

8 月 20 日，公司披露 2025 年半年报，1H25 实现营业收入 57.0 亿元，同比+13.0%，归母净利润 6.6 亿元，同比+24.6%，毛利率 24.7%，同比+1.2pct；Q2 实现营业收入 31.9 亿元，同比+6.2%， 归母净利润 3.1 亿元，同比+0.9%，毛利率 21.6%，同比-0.8pct。 高压板块行业领先地位稳固，盈利能力持续提升。 1）网内：25H1 国网输变电设备招标 540.6 亿，同比增长 25%，公 司累计中标 44.6 亿元，同比+52%，市占率上升至 8.2%；②网外： 市场开拓显著，中标 3 家央企大客户框架，再次中标中广核项目， 实现 1000 千伏 GIL 网外市场首次应用。近期公司 GIL 厂房扩建项 目已完工，具备年生产 550 千伏 GIL 母线 100 公里以上的能力。 高压产品占比提升带动板块营收、盈利能力持续提升，25H1 公司 高压板块实现营收 32.6 亿元，同比+7.5%，实现毛利率 29.8%，同 比+2.2pct。 25 年电网投资维持高景气，公司订单储备充足。 25 年初国南网规划总投资超 8250 亿元，创历史新高。25H1 ...

（文章来源：证券日报） 证券日报网讯 8月20日晚间，江苏华辰发布公告称，公司存放于宁波银行股份有限公司上海徐汇支行的 募集资金用于补充流动资金项目，现已使用完毕。为减少管理成本，方便账户管理，公司于近日完成了 该募集资金专户的销户手续，专户注销后，公司与该银行以及保荐机构签署的《募集资金专户存储三方 监管协议》相应终止。 ...

Core Insights - China Xidian (601179.SH) reported a revenue of 11.301 billion yuan for the first half of 2025, representing a year-on-year increase of 9.23% [1] - The net profit attributable to shareholders of the listed company was 598 million yuan, showing a year-on-year growth of 30.08% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 609 million yuan, reflecting a year-on-year increase of 29.25% [1] - The basic earnings per share stood at 0.12 yuan, with the increase in net profit primarily driven by business expansion and improved gross margin in core operations [1]

Core Insights - The company reported a revenue of 2.995 billion yuan for the first half of 2025, representing a year-on-year increase of 60.89% [1] - The net profit attributable to shareholders reached 75.3667 million yuan, marking a significant year-on-year growth of 230.76% [1] - The increase in revenue and profit is primarily attributed to a rise in product orders won by the company, which led to sales realization during the period [1]

证券日报网讯 8月19日晚间，顺钠股份发布公告称，2025年半年度公司实现营业收入1，072，507， 629.65元，同比增长1.05%；归属于上市公司股东的净利润为40，492，510.69元，同比增长30.64%。 （文章来源：证券日报） ...

智通财经APP讯，保变电气(600550.SH)发布2025年半年度报告，该公司营业收入为29.95亿元，同比增 长60.89%。归属于上市公司股东的净利润为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为7159.26万元，同比增长297.25%。基本每股收益为0.041元。报告期营业收 入同比增加，主要是由于公司中标的产品订单增加，本期陆续实现销售所致。 ...

Core Viewpoint - The company reported significant growth in both revenue and net profit for the first half of 2025, indicating strong operational performance and potential for future investment opportunities [2]. Financial Performance - The company's revenue for the first half of 2025 is approximately 2.995 billion yuan, representing a year-on-year increase of 60.89% [2]. - The net profit attributable to shareholders is around 75.37 million yuan, showing a year-on-year increase of 230.76% [2]. - Basic earnings per share are 0.041 yuan, which is a year-on-year increase of 241.67% [2].

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].

格隆汇8月19日丨顺钠股份(000533.SZ)公布2025年半年度报告，上半年公司实现营业收入10.73亿元，同 比增长1.05%；归属于上市公司股东的净利润4049.25万元，同比增长30.64%；归属于上市公司股东的扣 除非经常性损益的净利润3741.09万元，同比增长23.66%；基本每股收益0.0586元。 ...