输变电设备
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平高电气:2025年上半年净利润同比增长24.59%
Xin Lang Cai Jing· 2025-08-20 08:53
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)。 ...
江苏华辰(603097.SH):上半年净利润4727.22万元,同比增长18.37%
Ge Long Hui A P P· 2025-08-20 08:35
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。 ...
民生证券给予思源电气推荐评级,2025年半年度业绩点评:25H1业绩增速亮眼,海外市场贡献显著
Mei Ri Jing Ji Xin Wen· 2025-08-19 13:55
Group 1 - The core viewpoint of the article is that Minsheng Securities has given a "recommended" rating to Siyuan Electric (002028.SZ) based on its improving profitability and growth prospects [2] Group 2 - The company's profitability continues to improve, supported by a significant year-on-year increase in inventory, which is expected to drive future growth [2] - New products and markets in China are anticipated to contribute additional growth, while the overseas market maintains high growth and continuous improvement in profitability [2] - The company is actively cultivating new businesses in automotive electronics and flexible direct current technologies [2]
东方电缆(603606):在手订单充足,后续成长可期
Guotou Securities· 2025-08-19 13:12
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:2025年半年度净利润约4049万元,同比增加30.64%
Mei Ri Jing Ji Xin Wen· 2025-08-19 10:42
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) ...
顺钠股份:上半年净利润4049.25万元,同比增长30.64%
Zheng Quan Shi Bao Wang· 2025-08-19 10:26
Core Viewpoint - Shun Sodium Co., Ltd. reported a revenue of 1.073 billion yuan for the first half of 2025, reflecting a year-on-year growth of 1.05% and a net profit attributable to shareholders of 40.4925 million yuan, which represents a year-on-year increase of 30.64% [1] Financial Performance - The company achieved an operating income of 1.073 billion yuan in the first half of 2025, marking a 1.05% increase compared to the previous year [1] - The net profit attributable to shareholders reached 40.4925 million yuan, showing a significant year-on-year growth of 30.64% [1] - Basic earnings per share were reported at 0.0586 yuan [1]
顺钠股份(000533.SZ):上半年净利润4049.25万元 同比增长30.64%
Ge Long Hui A P P· 2025-08-19 10:17
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]
特变电工:9月3日将召开2025年第三次临时股东大会
Zheng Quan Ri Bao Wang· 2025-08-18 12:44
证券日报网讯8月18日晚间,特变电工(600089)发布公告称,公司将于2025年9月3日召开2025年第三 次临时股东大会。本次股东大会将审议《公司符合向不特定对象发行可转换公司债券条件的议案》等多 项议案。 ...
特变电工: 特变电工股份有限公司未来三年股东回报规划(2025年-2027年)
Zheng Quan Zhi Xing· 2025-08-18 11:25
Core Viewpoint - The company has established a shareholder return plan for the next three years (2025-2027) to ensure sustainable and stable returns for investors while considering various operational and financial factors [1][2]. Group 1: Factors Considered in Dividend Planning - The company focuses on long-term sustainable development, taking into account operational performance, strategic goals, shareholder expectations, external financing costs, and industry characteristics [1]. - The profit distribution policy emphasizes reasonable returns to investors while adhering to legal regulations and maintaining operational stability [1]. Group 2: Specific Shareholder Return Plan (2025-2027) - The company will distribute profits in cash, stock, or a combination, prioritizing cash dividends [2]. - Cash dividends will be distributed only if the company has positive profits and cash flow, with specific conditions outlined for withholding dividends [2]. - The company aims to distribute at least 30% of the average distributable profit over the last three years in cash [3]. Group 3: Conditions for Stock Dividends - Stock dividends may be proposed if the company has positive undistributed profits and the stock valuation is reasonable, alongside meeting cash dividend conditions [4]. Group 4: Decision-Making Mechanism - The board will thoroughly discuss the profit distribution plan, considering independent directors' opinions and engaging with shareholders, especially minority shareholders [4][5]. - Any adjustments to the profit distribution policy must be justified and approved by the board and shareholders, ensuring transparency and protection of investor interests [5]. Group 5: Other Provisions - The plan will be executed in accordance with relevant laws and regulations, with the board responsible for its interpretation [6].
特变电工: 特变电工股份有限公司关于最近五年不存在被证券监管部门和交易所采取处罚或监管措施情况的公告
Zheng Quan Zhi Xing· 2025-08-18 11:25
处罚或监管措施情况的公告 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、准确性和完整性承担法律责任。 特变电工股份有限公司自上市以来,严格按照《中华人民共和国公司法》 《中 华人民共和国证券法》《上海证券交易所股票上市规则》等相关法律法规及《公 司章程》的要求,致力于完善公司治理结构,建立健全内部控制制度,规范公司 运营,促进公司持续、稳定、健康发展,不断提高公司的规范治理水平。 鉴于公司拟向不特定对象发行可转换公司债券,根据相关法律法规的要求, 为保障投资者知情权,维护投资者利益,公司对最近五年被证券监管部门和证券 交易所采取监管措施或处罚的情况进行自查,并公告如下: 特变电工股份有限公司 证券代码:600089 证券简称:特变电工 公告编号:临 2025-051 特变电工股份有限公司 关于最近五年不存在被证券监管部门和交易所采取 公司最近五年不存在被证券监管部门和交易所处罚的情形。 二、最近五年被证券监管部门和交易所采取监管措施及整改情况 公司最近五年不存在被证券监管部门和交易所采取监管措施的情形,不涉及 整改情况。 特此公告。 特变电工股份有限公司 ...