本报记者 张晓玉 8月15日，巨力索具股份有限公司（以下简称"巨力索具"）发布2025年半年度报告。报告期内，公司实现营业收入11.4亿 元，同比增长17.45%；实现归属于上市公司股东的净利润935.08万元，同比增长137.21%；实现归属于上市公司股东的扣非净 利润559.83万元，较去年同期-159.81万元扭亏为盈。 公司净利润增速显著高于营收增速，反映出盈利能力的结构性改善。对此，公司管理层在财报中将其归因于"产品高端化 转型"和"新兴领域市场放量"。 在全球化布局方面，公司紧抓"一带一路"建设机遇，海外业务取得突破性进展。半年报显示，巨力索具成功中标沙特法赫 德国王体育场1.15亿元项目，并为印尼雅万高铁、埃及新首都CBD等标志性工程提供特种索具解决方案，国际市场份额持续扩 大。 添翼数字经济智库高级研究员吴婉莹对《证券日报》记者表示："巨力索具2025年上半年的业绩增长体现了业务转型和结 构优化的积极成效。公司不仅实现了营收和净利润的双双提升，更关键的是其业务结构发生了重大变化，对冶金、矿山等传统 领域的依赖大幅降低，而海洋工程和新能源配套索具的占比则快速提升，这表明公司的战略重心向高增长、高 ...

Group 1: Economic and Industry Developments - The National Bureau of Statistics reported that as of June 2023, China has built over 35,000 high-quality data sets, totaling over 400PB, with plans to accelerate the development of key areas such as embodied intelligence, low-altitude economy, and biomanufacturing [1] - Hainan Province has introduced policies to support the high-quality development of the biopharmaceutical industry, including funding rewards ranging from 400,000 to 10 million yuan for various stages of product development [2] - Guizhou Province has launched a three-year action plan for the low-altitude economy, aiming for significant development by 2027, including infrastructure completion and the establishment of innovative platforms [3] Group 2: Company Financial Performance - JD Group reported a revenue of 356.7 billion yuan for Q2, a year-on-year increase of 22.4%, but incurred an operating loss of 900 million yuan due to increased strategic investments [5] - China Telecom's revenue for the first half of the year was 269.4 billion yuan, a 1.3% increase year-on-year, with a net profit of 23.02 billion yuan, up 5.5% [5] - NetEase reported Q2 revenue of 27.9 billion yuan, a 9.4% increase, with a net profit of 8.6 billion yuan [5] Group 3: Corporate Actions and Market Movements - China Heavy Industries announced the voluntary termination of its A-share listing as part of a merger with China Shipbuilding, which has been approved by the China Securities Regulatory Commission [7] - Tianpu Co. announced a potential change in control, leading to a temporary suspension of its stock trading [6] - Giant Power announced plans to invest 100 million yuan to establish a wholly-owned subsidiary focused on marine technology, aiming to enhance sustainable development capabilities [8] Group 4: Market Trends and Recommendations - Research from Galaxy Securities suggests focusing on the AI sector, particularly on core areas such as domestic computing power, high-end chips, and AI application leaders in various industries [9] - CITIC Securities highlights the ongoing growth in the computing power sector driven by AI, recommending companies with sustained high growth and those benefiting from external demand [9]

Core Viewpoint - The company, JuLi SuoJu (002342.SZ), announced that it does not violate information disclosure regulations despite its stock experiencing a significant deviation of 20.62% over two consecutive trading days [1] Group 1 - The stock exhibited an abnormal trading fluctuation, with a cumulative deviation of 20.62% over two trading days [1] - The company confirmed that there are no corrections or supplements needed for previously disclosed information [1] - The company's operational status remains normal, and there have been no significant changes in the internal or external business environment [1] Group 2 - The company, its controlling shareholders, and actual controllers have no undisclosed significant matters related to the company [1] - There are no major matters currently in the planning stage that require disclosure [1] - The company conducted a self-examination and confirmed that it does not violate fair information disclosure practices [1]

Core Viewpoint - The offshore equipment sector is experiencing increased activity and attention, with JiuLi Rigging Co., Ltd. being a leading player in the industry, particularly in marine engineering applications [2] Group 1: Company Overview and Product Applications - JiuLi Rigging has been developing rigging products for 40 years, focusing on "lifting, installation, relocation, and towing" [3] - The company's products are widely used in various sectors, including petrochemicals, machinery, bridges, aerospace, marine engineering, emergency equipment, and energy, with emerging fields like wind power and nuclear power accounting for over 60% of revenue [3] - Recent breakthroughs in marine engineering include advancements in mooring products, which are crucial for the positioning and movement restraint of floating structures like floating wind turbines and offshore oil platforms [3] Group 2: Financial Performance - In the first quarter of this year, the company saw significant growth in revenue and net profit, attributed to a substantial increase in order volume, particularly from wind power, nuclear power, and marine engineering sectors [4] - Despite an overall loss in 2024 due to market conditions, the company has aligned its development with national strategies, enhancing its product technology to international standards [4] - The company invests over 100 million yuan annually in R&D, supported by a team of nearly 200 researchers [4] Group 3: International Expansion - JiuLi Rigging is actively pursuing international projects, having successfully applied its high-vanadium closed cable products in significant domestic and international projects, including the 2022 Qatar World Cup stadiums [5][6] - The company has secured contracts worth 150 million yuan for projects in Serbia and Saudi Arabia, indicating strong international recognition of its products and engineering capabilities [6] - The overseas business is projected to account for over 30% of total revenue this year, up from over 20% in 2024 [6]