9月29日，合金投资（维权）盘中上涨2.05%，截至10:09，报6.47元/股，成交2785.83万元，换手率 1.14%，总市值24.92亿元。 资金流向方面，主力资金净流入63.26万元，特大单买入255.45万元，占比9.17%，卖出145.36万元，占 比5.22%；大单买入415.81万元，占比14.93%，卖出462.64万元，占比16.61%。 合金投资今年以来股价涨46.05%，近5个交易日涨1.09%，近20日跌4.71%，近60日涨7.12%。 截至6月30日，合金投资股东户数2.25万，较上期减少33.50%；人均流通股17086股，较上期增加 50.37%。2025年1月-6月，合金投资实现营业收入1.64亿元，同比增长73.46%；归母净利润457.58万元， 同比增长44.12%。 分红方面，合金投资A股上市后累计派现1604.61万元。近三年，累计派现0.00元。 责任编辑：小浪快报 今年以来合金投资已经3次登上龙虎榜，最近一次登上龙虎榜为7月3日，当日龙虎榜净买入-1326.98万 元；买入总计2199.59万元 ，占总成交额比6.87%；卖出总计3526.57万元 ，占总成 ...

Investment Rating - The investment rating for the company is "Buy" [6][11] Core Insights - The company reported a revenue of 10.221 billion yuan for the first half of 2025, representing a year-on-year increase of 15.21%, with a net profit attributable to the parent company of 676 million yuan, up 6.05% year-on-year [2][4] - The new materials segment achieved a revenue of 7.935 billion yuan in the first half of 2025, a year-on-year increase of 23.83%, with a net profit of 234 million yuan, up 10.21% year-on-year [3][4] - The new energy segment reported a revenue of 2.170 billion yuan, down 10.10% year-on-year, but net profit increased by 3.96% to 441 million yuan [3][4] Financial Performance Summary - In Q1 2025, the company achieved a revenue of 4.964 billion yuan, up 10.59% year-on-year, and a net profit of 317 million yuan, up 20.64% year-on-year [2][4] - In Q2 2025, the revenue was 5.257 billion yuan, a year-on-year increase of 19.94%, while net profit was 359 million yuan, down 4.17% year-on-year [2][4] - The new materials and new energy segments accounted for 78.53% and 21.47% of total revenue, respectively [2] Profit Forecast - The company expects significant profit growth in the new materials segment due to an increase in high-end product sales, with projected EPS for 2025, 2026, and 2027 at 1.97, 2.05, and 2.21 yuan, respectively [4][5] - The projected P/E ratios for 2025, 2026, and 2027 are 13.4, 12.9, and 11.9 times, respectively [4][5] Key Data - The company’s revenue is projected to reach 24.455 billion yuan in 2025, with a growth rate of 31.1% [5] - The net profit attributable to the parent company is expected to be 1.6 billion yuan in 2025, reflecting an 18.2% growth rate [5] - The company’s cash and cash equivalents are projected to increase to 3.882 billion yuan by 2025 [10]