南财投研通数据显示，8月26日，券商给予上市公司目标价共76次，按最新收盘价计算，目标价涨幅排 名居前的公司有今世缘、纳睿雷达、中钢国际，目标价涨幅分别为68.35%、46.71%、45.19%，分别属 于白酒、军工电子、专业工程行业。 08月26日目标价涨幅排名 | | | 08月26日券商推荐家数排名 | | | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 收盘价(元) | 评级券商数量 | 行业 | | 603369 | 今世缘 | 44.55 | 7 | 日酒 | | 603198 | 迎驾贡酒 | 46.13 | 5 | 日酒 | | 603345 | 安井食品 | 76.08 | 5 | 食品加工 | | 601100 | 恒立液压 | 86.90 | 5 | 工程机械 | | 301498 | 乖宝宠物 | 95.73 | 4 | 饲料 | | 601117 | 中国化学 | 8.29 | 3 | 专业工程 | | 000807 | 云铝股份 | 18.84 | 3 | 工业金属 | | 002555 | 三七互娱 | 19.46 | 3 | ...

南财投研通数据显示，8月26日，券商给予上市公司目标价共76次，按最新收盘价计算，目标价涨幅排 名居前的公司有今世缘、纳睿雷达、中钢国际，目标价涨幅分别为68.35%、46.71%、45.19%，分别属 于白酒、军工电子、专业工程行业。 | 证券代码 | 证券名称 | 机构 | 最新评级 | 豐富目座价 | 目标涨幅 | | --- | --- | --- | --- | --- | --- | | | | | | (元) | (%) | | 603369 | 今世缘 | 华创证券 | 强推 | 75.00 | 68.35 | | 688525 | 纳睿雷达 | 华泰证券 | 买入 | 71.86 | 46.71 | | 000928 | 中钢国际 | 华泰证券 | 买入 | 9.80 | 45.19 | | 300037 | 新宙邦 | 东吴证券 | 买人 | 65.40 | 44.56 | | 000960 | 锡业股份 | 国泰海通证券 | 增持 | 28.57 | 39.98 | | 002821 | 凯苹英 | 华泰证券 | 买人 | 142.62 | 38.06 | | 603198 | 迎驾贡酒 ...

Core Viewpoint - Aerospace Changfeng (600855) reported a significant decline in revenue and net profit for the first half of 2025, indicating challenges in the military electronics sector and overall financial performance [1] Financial Performance - Total revenue for the reporting period was 358 million, a year-on-year decrease of 26.62% - Net profit attributable to shareholders was -55.59 million, down 6.81% year-on-year - In Q2 alone, total revenue was 258 million, a decline of 23.36%, with net profit at -12.77 million, a drop of 45.75% [1] - The gross margin was 25.62%, down 2.46% year-on-year, while the net margin was -16.96%, a decrease of 51.36% [1] - Total operating expenses (sales, management, and financial) amounted to 128 million, accounting for 35.67% of revenue, an increase of 19.37% year-on-year [1] - Earnings per share were -0.12, a decrease of 8.01% year-on-year, and operating cash flow per share was -0.29, down 162.66% [1] Changes in Financial Items - Accounts receivable decreased significantly, with a change of -52.05% due to the maturity of receivables and discounting of commercial notes [2] - Accounts receivable financing saw a drastic reduction of -92.57% due to the maturity of bank acceptance bills [2] - Prepayments increased by 136.02% due to increased investment in public safety projects [2] Operational Insights - Development expenditures rose by 115.61% due to increased capitalized project investments [3] - Operating income fell by 26.62% primarily due to a decline in military electronics revenue [3] - Operating costs decreased by 25.98% in line with the drop in revenue [3] - Cash flow from operating activities saw a drastic decline of -159.53% due to increased payments in public safety and military electronics [3] - Cash flow from investing activities increased by 83.13% due to fixed asset purchases from fundraising projects [3] - Cash flow from financing activities rose by 45.83% due to the previous year's payment for restricted stock repurchase [3] Business Evaluation - The company's historical net margin was -22.84%, indicating low added value in products or services [4] - The median Return on Invested Capital (ROIC) over the past decade was 4.2%, with a notably poor ROIC of -12.72% in 2024 [4] - The company has reported losses in 6 out of 30 annual reports since its listing, suggesting a generally weak financial performance [4] Cash Flow and Financial Health - The cash flow situation is concerning, with cash and cash equivalents to current liabilities at only 85.13% and a three-year average of operating cash flow to current liabilities at -3.69% [5] - The company has consistently reported negative net cash flow from operating activities over the past three years [5] Strategic Focus - The company is exploring opportunities in the low-altitude economy, leveraging its expertise in infrared optical technology and complex project integration [6] - It aims to develop a detection and countermeasure system for unmanned aerial vehicles, enhancing capabilities in low-altitude security [6] - The subsidiary, Changfeng Technology, has over 20 years of experience in infrared detection technology, focusing on high-resolution imaging and advanced detection systems [6]

财报体检工具显示： 据证券之星公开数据整理，近期高德红外（002414）发布2025年中报。截至本报告期末，公司营业总收 入19.34亿元，同比上升68.24%，归母净利润1.81亿元，同比上升906.85%。按单季度数据看，第二季度 营业总收入12.54亿元，同比上升83.87%，第二季度归母净利润9738.43万元，同比上升915.86%。本报 告期高德红外公司应收账款体量较大，当期应收账款占最新年报营业总收入比达63.31%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率51.02%，同比减0.39%，净利率9.35%，同比增 498.45%，销售费用、管理费用、财务费用总计2.02亿元，三费占营收比10.46%，同比减39.84%，每股 净资产1.53元，同比减3.62%，每股经营性现金流0.0元，同比增108.52%，每股收益0.04元，同比增 909.52% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 11.5亿 | 19.34亿 | 68.24% | | 归母净利润(元) | 1796.98 ...

据证券之星公开数据整理，近期光电股份（600184）发布2025年中报。截至本报告期末，公司营业总收 入8.59亿元，同比上升20.23%，归母净利润1238.07万元，同比上升92.96%。按单季度数据看，第二季 度营业总收入5.53亿元，同比上升14.15%，第二季度归母净利润1142.23万元，同比下降27.48%。本报 告期光电股份盈利能力上升，毛利率同比增幅19.33%，净利率同比增幅67.2%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率18.34%，同比增19.33%，净利率1.5%，同比增 67.2%，销售费用、管理费用、财务费用总计8667.89万元，三费占营收比10.09%，同比增4.78%，每股 净资产4.65元，同比减6.58%，每股经营性现金流-0.19元，同比减235.13%，每股收益0.02元，同比增 92.86% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 7.14亿 | 8.59亿 | 20.23% | | 归母净利润(元) | 641.61万 | 1238.07万 | ...

证券代码：688311 证券简称：盟升电子 公告编号：2025-059 转债代码：118045 转债简称：盟升转债 成都盟升电子技术股份有限公司 专项报告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 根据中国证券监督管理委员会《上市公司募集资金监管规则》、上海证券交 易所《上海证券交易所科创板股票上市规则》和《上海证券交易所科创板上市公 司自律监管指引第 1 号——规范运作》等有关规定，成都盟升电子技术股份有限 公司（以下简称"盟升电子"或"公司"）董事会对 2025 年半年度募集资金存 放和实际使用情况专项说明如下： 一、募集资金基本情况 （一）实际募集资金情况 经中国证券监督管理委员会核发的《关于同意成都盟升电子技术股份有限公 司向不特定对象发行可转换公司债券注册的批复》（证监许可[2023]1352 号）， 公司向不特定对象发行可转换公司债券 300.00 万张，每张面值为人民币 100.00 元，募集资金总额为人民币 300,000,000.00 元，扣除发行费用 5,272,641.51 元 （不含增值税）后 ...

成都盟升电子技术股份有限公司 成都盟升电子技术股份有限公司（以下简称"公司"）为积极响应并贯彻落 实"以投资者为本"的理念，推动公司持续优化经营、规范治理和积极回报投 资者，公司结合自身发展战略和经营情况，于 2025 年 5 月 24 日发布了 2025 年 度"提质增效重回报"行动方案（以下简称"行动方案"）。2025 年上半年，公 司根据行动方案内容，积极开展和落实各项工作，现将 2025 年上半年主要进展 及成效情况报告如下： 一、聚焦主营业务，提升经营质量 现归属于上市公司股东的净利润-3,713.29 万元，同比亏损金额减少 13.72%， 实现归属于上市公司股东的扣除非经常性损益净利润-4,441.61 万元，同比亏 损金额减少 18.00%。 卫星导航领域，卫星导航系列产品已有多个国家重点型号产品陆续完成状 态定型，其中，时间频率设备、卫星导航模拟器、导航射频组件、数据链模件、 数据链配套测试设备均有多型产品完成技术状态定型，部分项目进入批量生产 阶段。 （一）深耕主业，提升核心竞争力 报告期内，公司聚焦主营业务，不断提升经营质量。 卫星通信领域，在民航机载的应用方面，公司已启动了相控阵在民航 ...

| 国睿科技股份有限公司2025 | 年半年度报告摘要 | | | --- | --- | --- | | 公司代码：600562 | 公司简称：国睿科技 | | | 国睿科技股份有限公司 国睿科技股份有限公司2025 | 年半年度报告摘要 | | | 第一节 | 重要提示 | | | 展规划，投资者应当到上海证券交易所 | www.sse.com.cn 网站仔细阅读半年度报告全文。 | | | 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。 | | | | 无 | | | | 第二节 | 公司基本情况 | | | 公司股票简况 | | | | 股票种类 股票上市交易所 | 股票简称 股票代码 | 变更前股票 | | 简称 | | | | A股 上海证券交易所 国睿科技 | 600562 | 高淳陶瓷 | | 联系人和联系方式 | 董事会秘书 | 证券事务代表 | | 姓名 王凯 | 陆亚建 | | | 025-52787052 电话 | 025-52787053 | | | 办公地址 | 南京市建邺区江东中路359号 | 南京市建邺区江东中路359号 | | dmbgs@glarun.com ...

Core Insights - Aerospace Changfeng Co., Ltd. reported a decline in revenue and net profit for the first half of 2025, with revenue at 358 million yuan and a net loss of 56 million yuan compared to the same period last year [2] Financial Performance - The company's revenue for the first half of the year was 358 million yuan, showing a decrease from the previous year [2] - The net profit attributable to shareholders was a loss of 56 million yuan, indicating a decline compared to the same period last year [2] Business Challenges - The decline in performance is attributed to reduced order volumes in the traditional airborne military infrared optoelectronic business and insufficient sales in other infrared optoelectronic products and airport bird control products [2] - The high-end medical equipment business did not meet market expansion expectations, resulting in low sales volume and insufficient revenue support [2] Strategic Response - The company is focusing on its core functions and positioning, optimizing its industrial and asset structure, and accurately allocating resources in response to external challenges [2] - There is an emphasis on innovation driven by customer needs, with increased market expansion efforts and the use of advanced technology and quality services to create value for customers [2] Market Development - The military electronic special module power supply business has accelerated market expansion, with new contract amounts increasing by 29.54% year-on-year [3] - The ECMO product development and marketing efforts are progressing steadily, with the air-oxygen mixing device receiving medical device registration approval, laying a solid foundation for future product launches [3]

公司发布的半年报数据显示，上半年公司共实现营业收入5.19亿元，同比增长688.61%，实现净利润 5303.83万元，同比增长234.75%，基本每股收益为0.1600元，加权平均净资产收益率2.05%。（数据 宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 航天南湖8月25日披露，截至8月20日公司股东户数为15732户，较上期（8月10日）减少1115户，环比降 幅为6.62%。 ...