电气设备制造

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时代电气2025年中报简析:营收净利润同比双双增长,公司应收账款体量较大
Zheng Quan Zhi Xing· 2025-08-23 22:58
据证券之星公开数据整理,近期时代电气(688187)发布2025年中报。截至本报告期末,公司营业总收 入122.14亿元,同比上升17.95%,归母净利润16.72亿元,同比上升12.93%。按单季度数据看,第二季 度营业总收入76.77亿元,同比上升19.88%,第二季度归母净利润10.4亿元,同比上升12.63%。本报告 期时代电气公司应收账款体量较大,当期应收账款占最新年报归母净利润比达352.1%。 本次财报公布的各项数据指标表现尚佳。其中,毛利率32.01%,同比增15.92%,净利率14.61%,同比 减3.91%,销售费用、管理费用、财务费用总计5.22亿元,三费占营收比4.28%,同比减22.18%,每股净 资产29.94元,同比增6.93%,每股经营性现金流1.38元,同比增199.91%,每股收益1.21元,同比增 15.24% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 103.56 Z | 122.14亿 | 17.95% | | 归母净利润(元) | 14.8亿 | 16.72亿 | ...
时代电气拟斥资不超150亿元闲置自有资金进行现金管理
Xin Lang Cai Jing· 2025-08-23 01:22
登录新浪财经APP 搜索【信披】查看更多考评等级 公司本次运用闲置自有资金购买现金管理产品,是基于规范运作、防范风险、谨慎投资、保值增值的原 则,在不影响公司正常经营及确保资金安全的情况下实施的,不会对公司正常生产经营造成影响。同 时,对闲置自有资金进行现金管理能获得一定的投资收益,有利于进一步提升公司整体业绩水平,为公 司和股东谋取较好的投资回报。 点击查看公告原文>> 声明:市场有风险,投资需谨慎。 本文为AI大模型基于第三方数据库自动发布,任何在本文出现的信 息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成 个人投资建议。受限于第三方数据库质量等问题,我们无法对数据的真实性及完整性进行分辨或核验, 因此本文内容可能出现不准确、不完整、误导性的内容或信息,具体以公司公告为准。如有疑问,请联 系biz@staff.sina.com.cn。 责任编辑:小浪快报 投资风险及控制措施 虽然公司拟投资安全性高、流动性好的现金管理产品,但金融市场受宏观经济的影响较大,并不排除该 项投资存在一定的系统风险。为此,公司将采取以下风险控制措施: 1. 严格遵守审慎投资原则筛选投 资 ...
新特电气2025年中报简析:营收净利润同比双双增长,公司应收账款体量较大
Zheng Quan Zhi Xing· 2025-08-22 23:20
据证券之星公开数据整理,近期新特电气(301120)发布2025年中报。截至本报告期末,公司营业总收 入1.93亿元,同比上升16.1%,归母净利润532.87万元,同比上升49775.01%。按单季度数据看,第二季 度营业总收入1.04亿元,同比上升13.02%,第二季度归母净利润-380.96万元,同比上升11.48%。本报告 期新特电气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67.27%。 本次财报公布的各项数据指标表现尚佳。其中,毛利率24.14%,同比减16.96%,净利率2.08%,同比增 171.66%,销售费用、管理费用、财务费用总计2495.69万元,三费占营收比12.95%,同比减19.99%,每 股净资产4.05元,同比减3.74%,每股经营性现金流0.01元,同比增514.53%,每股收益0.01元 财务费用变动幅度为48.1%,原因:利息收入减少。 所得税费用变动幅度为-89.47%,原因:本期递延所得税费用的减少。 经营活动产生的现金流量净额变动幅度为514.53%,原因:收到税费返还增加及支付其他与经营活动有关 现金减少。 投资活动产生的现金流量净额变动幅度为1 ...
金冠电气2025年中报简析:增收不增利,公司应收账款体量较大
Zheng Quan Zhi Xing· 2025-08-22 22:17
财务报表中对有大幅变动的财务项目的原因说明如下: 货币资金变动幅度为-20.1%,原因:报告期购买理财产品。 据证券之星公开数据整理,近期金冠电气(688517)发布2025年中报。截至本报告期末,公司营业总收 入3.41亿元,同比上升7.75%,归母净利润4233.7万元,同比下降17.16%。按单季度数据看,第二季度 营业总收入2.01亿元,同比上升7.33%,第二季度归母净利润2324.38万元,同比下降23.89%。本报告期 金冠电气公司应收账款体量较大,当期应收账款占最新年报归母净利润比达453.83%。 本次财报公布的各项数据指标表现一般。其中,毛利率29.27%,同比减20.8%,净利率12.43%,同比减 23.12%,销售费用、管理费用、财务费用总计3428.65万元,三费占营收比10.07%,同比减7.64%,每股 净资产5.74元,同比增2.14%,每股经营性现金流0.31元,同比减32.76%,每股收益0.31元,同比减 16.22% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 3.1 ...
顺钠股份:控股孙公司顺特电气设备有限公司的产品可以应用于新能源汽车制造企业
Mei Ri Jing Ji Xin Wen· 2025-08-22 14:37
(文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:请问子公司顺特设备是否可以生产应用于新能源汽车 和充电桩相关行业的电气产品,包括干式变压器、箱式变电站、开关柜产品等? 顺钠股份(000533.SZ)8月22日在投资者互动平台表示,公司控股孙公司顺特电气设备有限公司的产品 可以应用于新能源汽车制造企业。 ...
新特电气:公司本次计提资产减值损失约902万元
Mei Ri Jing Ji Xin Wen· 2025-08-21 13:41
新特电气(SZ 301120,收盘价:15.73元)8月21日晚间发布公告称,公司本次计提资产减值损失约902 万元,将减少公司2025年半年度合并报表利润总额约902万元。本次计提资产减值准备数据是公司财务 部门初步测算的结果,未经会计师事务所审计,实际金额以会计师事务所年度审计确认的财务数据为 准。 (文章来源:每日经济新闻) 2024年1至12月份,新特电气的营业收入构成为:变压器和整流器和电感器制造占比100.0%。 ...
许继电气(000400):25H1业绩点评:特高压兑现高增,海外持续突破
Yin He Zheng Quan· 2025-08-21 08:17
Investment Rating - The report maintains a "Recommended" rating for XJ Electric (000400.SZ) [1] Core Views - The company achieved a revenue of 6.447 billion yuan in H1 2025, a year-on-year decrease of 5.68%, while the net profit attributable to shareholders was 634 million yuan, an increase of 0.96% year-on-year [4] - The company is expected to benefit from the high growth in UHV (Ultra High Voltage) projects, with significant investments planned in the coming years [4] - Domestic revenue increased by 7.41% year-on-year to 6.192 billion yuan in H1 2025, while overseas revenue surged by 72.68% to 255 million yuan [4] Summary by Sections Financial Performance - H1 2025 revenue was 6.447 billion yuan, with a net profit of 634 million yuan, reflecting a 0.96% increase year-on-year [4] - Q2 2025 saw a revenue of 4.099 billion yuan, a 1.81% increase year-on-year and a 74.56% increase quarter-on-quarter [4] - The gross profit margin for Q2 2025 was 23.91%, showing a year-on-year increase of 1.17 percentage points [4] Business Segments - Intelligent distribution systems generated 1.847 billion yuan in revenue, down 13.01% year-on-year, while smart meters brought in 1.528 billion yuan, down 4.44% [4] - The direct current transmission system revenue skyrocketed by 211.71% to 460 million yuan, indicating strong demand in this segment [4] Market Position - The company maintains a leading position in the domestic market, with significant contracts in the railway monitoring and protection sector [4] - Internationally, the company has expanded its presence in markets such as Saudi Arabia, Brazil, and Spain, with a notable increase in overseas revenue [4] Future Outlook - The company is projected to achieve revenues of 17.762 billion yuan and 18.788 billion yuan in 2025 and 2026, respectively, with net profits expected to reach 1.386 billion yuan and 1.687 billion yuan [5] - The report anticipates continued growth driven by increased investments in the power grid and the company's strong capabilities in UHV and smart grid businesses [4]
许继电气:2025年半年度净利润约6.34亿元,同比增加0.96%
Mei Ri Jing Ji Xin Wen· 2025-08-20 12:56
许继电气(SZ 000400,收盘价:22.86元)8月20日晚间发布半年度业绩报告称,2025年上半年营业收 入约64.47亿元,同比减少5.68%;归属于上市公司股东的净利润约6.34亿元,同比增加0.96%;基本每 股收益0.6271元,同比增加1.23%。 (文章来源:每日经济新闻) ...
霍普股份:关于全资子公司签订日常经营采购合同的公告
Zheng Quan Ri Bao Zhi Sheng· 2025-08-19 13:21
Core Viewpoint - Hopu Co., Ltd. announced a procurement contract worth 232 million yuan for the 200MW/400MWh shared energy storage demonstration project, indicating ongoing investment in renewable energy infrastructure [1] Group 1: Company Actions - The procurement contract was signed by Tianjin Jiahui Electric Power Engineering Co., Ltd., a wholly-owned subsidiary of Hopu [1] - The contract is categorized as a routine operational procurement contract, which has undergone the necessary internal approval procedures [1] - The company is not required to submit the contract for review by the board of directors or shareholders' meeting according to relevant regulations [1] Group 2: Project Details - The contract is related to the implementation needs of the Langyuan New Energy 200MW/400MWh shared energy storage demonstration project [1] - The total contract value is 232 million yuan, reflecting significant investment in energy storage solutions [1]
中恒电气龙虎榜数据(8月19日)
Zheng Quan Shi Bao Wang· 2025-08-19 09:09
Core Points - Zhongheng Electric experienced a trading halt today with a daily turnover rate of 25.59% and a transaction amount of 3.473 billion yuan, showing a price fluctuation of 6.62% [2] - The stock was flagged by the Shenzhen Stock Exchange due to a daily price deviation of 9.89%, with institutional investors net selling 96.71 million yuan and the Shenzhen Stock Connect net selling 57.50 million yuan [2] - The top five trading departments accounted for a total transaction of 891 million yuan, with a buying amount of 373 million yuan and a selling amount of 519 million yuan, resulting in a net sell of 146 million yuan [2] Trading Details - Among the trading departments, two institutional special seats were involved, with a total buying amount of 48.81 million yuan and a selling amount of 146 million yuan, leading to a net sell of 96.71 million yuan [2] - The Shenzhen Stock Connect was the largest buying and selling department, with a buying amount of 140 million yuan and a selling amount of 197 million yuan, resulting in a net sell of 57.50 million yuan [2] - The main capital flow showed a net inflow of 28.92 million yuan, with a large single net inflow of 106 million yuan and a large single net outflow of 766.94 million yuan over the day [2]