盘面上，业绩预升、芯片、房地产、培养钻石等板块涨幅居前，电机制造、旅游、消费电子、贵金属等板块跌幅居前。 半导体设备板块出现涨停潮，长川科技"20cm"两连板，张江高科、洪田股份盘中涨停，华海清科、微导纳米、矽电股份、上海新阳、盛美上海、京仪装 备、拓荆科技等均涨超10%。 销售旺季房地产利好政策不断 房地产股早间集体走强，板块指数盘初一度放量直线拉升涨逾3%。深振业Ａ开盘仅约2分钟就垂直涨停，股价创年内新高，云南城投、渝开发、上海临 港、张江高科等也纷纷直线涨停，并创阶段性新高。 | 分时 | 多日 1分 5分 15分 30分 60分 日 周 月 更多 | | | | | F9 盘前盘后 叠加 九转 画线 工具 ◎ 2 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 9.27 | 00006 深振业 A 11:30 价 9.27 涨跌 0.84(9.96%) 均价 9.12 成交量 50 成交金额 5万 | | | | | 2025/09/24 | 9.96% | | | | | | | | Win.日人气榜 第811名 | | | 8.85 ...

Core Viewpoint - The company Xinhecheng (002001.SZ) is experiencing continuous growth in its performance, with a projected net profit increase of 50% to 70% for the first half of 2025 compared to the previous year [1][3]. Financial Performance - For the first half of 2025, the company expects a net profit of between 3.3 billion to 3.75 billion yuan, reflecting a significant year-on-year increase [1][3]. - In 2024, the company achieved a record revenue of 21.61 billion yuan, a year-on-year increase of 42.95%, and a net profit of 5.869 billion yuan, which is a substantial growth of 117.01% [2][3]. - The company has shown consistent quarterly growth in net profit throughout 2024, with increases of 35.21%, 58.88%, 188.87%, and 211.6% respectively [3]. Share Buyback and Management Confidence - The company has initiated a share buyback program, spending 309 million yuan to repurchase 14.2997 million shares, reaching the lower limit of its buyback plan [1][5]. - Management confidence is further demonstrated by the purchase of 200,000 shares by the company's financial director, increasing his stake to 0.35% of total shares [1][8]. Dividend History - Since its listing in 2004, the company has accumulated a net profit of 37.99 billion yuan and has distributed cash dividends totaling 15.5 billion yuan, resulting in a dividend payout ratio of 40.81% [1][8]. Market Position and Strategy - Xinhecheng is one of the four largest vitamin producers globally, with production capacities of 8,000 tons for Vitamin A and 60,000 tons for Vitamin E [2]. - The company is pursuing a "chemical + biological" strategy, focusing on opportunities in nutrition, new materials, and pharmaceuticals, while also developing new products like serine and tryptophan [4].

Core Viewpoint - The company Xinhecheng (002001.SZ) has reported significant growth in its financial performance for 2024, with a revenue of 21.61 billion yuan, marking a year-on-year increase of 42.95%, and a net profit of 5.87 billion yuan, reflecting a substantial growth of 117.01% [1][3]. Financial Performance - In 2024, Xinhecheng achieved a record high in both revenue and net profit, with total revenue reaching 21.61 billion yuan and net profit at 5.87 billion yuan [1][3]. - The company expects to continue this growth trend into Q1 2025, projecting a net profit of 1.8 billion to 1.9 billion yuan, which represents a year-on-year increase of 107% to 118% [2][4]. Product Performance - The nutrition product segment, which is the company's main revenue driver, generated 15.06 billion yuan, accounting for 69.67% of total revenue, and experienced a year-on-year growth of 52.58% [4]. - The company has seen a recovery in market prices for its main products due to the revival of the downstream aquaculture industry and supply constraints from other manufacturers [3][4]. Shareholder Returns - Xinhecheng announced a total dividend distribution of 2.151 billion yuan for 2024, which is 36.6% of the company's net profit for the year [5]. - The company will initiate its second share buyback in history, with a planned amount between 300 million to 600 million yuan, aimed at employee stock ownership plans [2][6]. Historical Context - Since its listing in 2004, Xinhecheng has distributed a total of 15.5 billion yuan in dividends, with a cumulative dividend payout ratio of 42.93% [6].