9月30日，安邦护卫跌0.25%，成交额4499.76万元。两融数据显示，当日安邦护卫获融资买入额470.12 万元，融资偿还860.07万元，融资净买入-389.95万元。截至9月30日，安邦护卫融资融券余额合计2.25 亿元。 融券方面，安邦护卫9月30日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年80%分位水平，处于高位。 机构持仓方面，截止2025年6月30日，安邦护卫十大流通股东中，华夏领先股票（001042）位居第四大 流通股东，持股68.95万股，为新进股东。信澳核心科技混合A（007484）、光大保德信量化股票A （360001）退出十大流通股东之列。 资料显示，安邦护卫集团股份有限公司位于浙江省杭州市西湖区转塘街道枫桦路6号之江财富中心E8 楼，成立日期2006年2月28日，上市日期2023年12月20日，公司主营业务涉及目前主营业务覆盖金融安 全服务、综合安防服务和安全应急服务三个领域,正积极拓展海外安保业务。主营业务收入构成为：金 融安全服务69.97%，综合安防服务21.45%，安全应急服务7.50% ...

融资方面，安邦护卫当日融资买入357.51万元。当前融资余额2.29亿元，占流通市值的10.66%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，安邦护卫9月29日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年80%分位水平，处于高位。 资料显示，安邦护卫集团股份有限公司位于浙江省杭州市西湖区转塘街道枫桦路6号之江财富中心E8 楼，成立日期2006年2月28日，上市日期2023年12月20日，公司主营业务涉及目前主营业务覆盖金融安 全服务、综合安防服务和安全应急服务三个领域,正积极拓展海外安保业务。主营业务收入构成为：金 融安全服务69.97%，综合安防服务21.45%，安全应急服务7.50%，其他1.08%。 9月29日，安邦护卫跌1.23%，成交额4059.72万元。两融数据显示，当日安邦护卫获融资买入额357.51 万元，融资偿还438.03万元，融资净买入-80.52万元。截至9月29日，安邦护卫融资融券余额合计2.29亿 元。 分红方面，安邦护卫A股上市后累计派现1.29亿元。 机构持仓方面，截止2025 ...

Group 1 - The core viewpoint of the news highlights the financial performance and market activity of Anbang Guard, including stock price movements and trading volumes [1][2] - On September 4, Anbang Guard's stock price fell by 4.22%, with a trading volume of 228 million yuan. The net financing buy was -68.70 million yuan, indicating a significant outflow [1] - As of September 4, the total margin balance for Anbang Guard was 262 million yuan, accounting for 11.68% of its market capitalization, which is above the 90th percentile of the past year [1] Group 2 - For the first half of 2025, Anbang Guard reported a revenue of 1.333 billion yuan, representing a year-on-year growth of 6.03%, and a net profit attributable to shareholders of 56.56 million yuan, up 6.99% year-on-year [2] - The company has distributed a total of 108 million yuan in dividends since its A-share listing [3] - As of June 30, 2025, the number of shareholders decreased by 21.54% to 8,282, while the average circulating shares per person increased by 27.46% to 5,485 shares [2][3]

Core Viewpoint - The company reported a revenue increase of 4.46% year-on-year for the first half of 2025, reaching 22.597 billion yuan, with a net profit increase of 13.15% to 1.829 billion yuan [1] Group 1: Financial Performance - In Q2 2025, the company achieved a revenue of 12.522 billion yuan, a year-on-year increase of 0.78%, and a net profit of 1.235 billion yuan, up 10.75% year-on-year [1] - The gross margin and net margin for the first half of 2025 reached historical highs of 15.33% and 8.31%, respectively, with increases of 1.18 percentage points and 0.56 percentage points year-on-year [2] - The energy technology service business contributed to profitability, with a revenue increase of 2.79% and a gross margin of 21.46%, marking a year-on-year increase of 2.47 percentage points [2] Group 2: Business Segments - The energy technology service sector generated 7.993 billion yuan in revenue, with a gross margin of 21.46%, both achieving historical highs [2] - The low-carbon and digital industries saw revenue growth of 11.17%, with significant increases in the workload of new energy technology (32.89%), safety emergency services (22.70%), and digital business (10.17%) [3] - The energy logistics service sector reported a revenue increase of 5.13%, reaching 11.640 billion yuan, supported by strategies to mitigate the impact of oil price fluctuations [3] Group 3: Strategic Moves - The company plans to optimize resource allocation by selling its cold energy business and assets, including stakes in various air separation companies, for a total of 371 million yuan [3]

Core Viewpoint - Company is actively positioning itself in deep-sea technology and has achieved stable growth in its three main business areas, leading to a "buy" rating for the stock [1] Financial Performance - In the first half of 2025, the company reported total revenue of 22.597 billion yuan, a year-on-year increase of 4.46%, and a net profit attributable to shareholders of 1.829 billion yuan, up 13.15% year-on-year [2] - For Q2 2025, the company achieved revenue of 12.522 billion yuan, a year-on-year increase of 0.78% and a quarter-on-quarter increase of 24.30%, with a net profit of 1.235 billion yuan, up 10.75% year-on-year and 107.97% quarter-on-quarter [2] Business Segments - The company focuses on three main industries: 1. Energy Technology Services: Revenue of 7.993 billion yuan, up 2.79% year-on-year, with significant increases in downhole tools (16.11%) and artificial lift services (3.24%) [3] 2. Low Carbon Environmental and Digitalization: Revenue of 3.870 billion yuan, up 11.17% year-on-year, with notable growth in new energy technology (32.89%) and safety emergency services (22.70%) [3] 3. Energy Logistics Services: Revenue of 11.640 billion yuan, up 5.13% year-on-year, with increases in terminal loading and unloading (6.23%) and product sales (15.61%) [3] Cost and Expenses - The financial expense ratio increased primarily due to a decrease in bank deposit interest income, while sales and management expenses showed slight changes [4] Strategic Initiatives - The company is accelerating the high-end, intelligent, and green transformation of traditional industries, launching ten digital management modules and establishing three smart factories [5] - It is also advancing new strategic industries and future industries, optimizing its product and service offerings across six major areas [5] Profit Forecast - The profit forecast for the company has been slightly adjusted upwards, with expected net profits of 4.150 billion yuan, 4.749 billion yuan, and 5.326 billion yuan for 2025, 2026, and 2027 respectively, corresponding to PE ratios of 9.9, 8.6, and 7.7 times [6]

Core Viewpoint - Anbang Guard's stock price has declined, reflecting challenges in the market and impacting its financial performance [1] Company Overview - Anbang Guard is a comprehensive security service provider within the professional services sector, offering financial security services, integrated security services, and emergency response services [1] - The company reported a revenue of 646 million yuan and a net profit attributable to shareholders of 21.21 million yuan for Q1 2025 [1] Stock Performance - Anbang Guard's stock closed at 49.16 yuan, down 1.91 yuan or 3.74% from the previous trading day, with a trading volume of 144 million yuan [1] - The stock reached a high of 49.95 yuan and a low of 48.70 yuan during the trading session [1] Shareholder Actions - Nandu Property announced plans to reduce its holdings in Anbang Guard by 4.03 million shares, representing 3.75% of the total share capital [1] - Nandu Property's net profit for 2024 decreased by 88.21%, partly due to the decline in Anbang Guard's stock price affecting fair value changes [1] Dividend History - Anbang Guard has implemented two dividend distributions since its listing at the end of 2023, with a total dividend amount exceeding 1 billion yuan [1] Capital Flow - On August 12, the net outflow of main funds was 13.95 million yuan, accounting for 0.62% of the circulating market value [1] - Over the past five days, the net inflow of main funds was 33.62 million yuan, representing 1.51% of the circulating market value [1]

Core Viewpoint - Nandu Property plans to "liquidate" its holdings in Anbang Security by selling 4.03 million shares, which represents 3.75% of Anbang's total share capital, due to a significant decline in net profit attributed to the drop in Anbang's stock price [1][6] Group 1: Company Actions - Nandu Property intends to optimize its asset structure and increase cash assets through the sale of its shares in Anbang Security [1][7] - The share reduction has been approved by the board but requires shareholder meeting approval [1] Group 2: Financial Performance - Nandu Property's revenue for 2024 decreased by 2.45% to 1.805 billion yuan, marking the first year-on-year decline since its IPO in 2018, primarily due to the withdrawal of property service projects [7] - The net profit attributable to shareholders for 2024 was 21.91 million yuan, a significant drop of 88.21%, the largest annual decline since 2018, mainly due to the decline in the fair value of its investment in Anbang Security [7] Group 3: Investment Details - Nandu Property acquired its shares in Anbang Security prior to its IPO, investing approximately 47.18 million yuan for a 5% stake [2] - Anbang Security's stock price has shown volatility, with a significant rebound of nearly 90% from early April to August 11, 2025, after a prolonged downtrend [3][5] - If Nandu Property liquidates its holdings at the closing price on August 11, it could realize approximately 206 million yuan, which would account for 11% of its 2024 revenue [6]

Core Viewpoint - Nandu Property plans to reduce its stake in Anbang Security through a "clearance-style" sell-off of 4.0323 million shares, representing 3.75% of Anbang's total share capital, to optimize its asset structure and increase cash assets [1][6] Group 1: Shareholding and Financial Performance - Nandu Property acquired its shares in Anbang Security prior to its IPO, investing 47.1774 million yuan for a 5% stake [2] - Anbang Security's revenue is projected to grow by 6.93% to 2.657 billion yuan in 2024, with a net profit increase of 6.12% to 125 million yuan [2] - Nandu Property's revenue for 2024 is expected to decline by 2.45% to 1.805 billion yuan, marking its first year-over-year revenue drop since its IPO in 2018 [6] Group 2: Stock Performance and Dividends - Anbang Security's stock price has rebounded nearly 90% from early April to August 11, 2025, closing at 51.07 yuan per share [2][4] - Nandu Property's potential cash from the sale of its Anbang shares could amount to approximately 206 million yuan, which would represent 11% of its 2024 revenue [5] - Anbang Security has distributed over 100 million yuan in dividends in 2023 and 2024, indicating strong returns for Nandu Property from both equity investment and dividends [4] Group 3: Strategic Considerations - The share reduction plan has been approved by the board but requires shareholder meeting approval, with the company emphasizing the need to consider market conditions before proceeding [1][6] - Nandu Property acknowledges the uncertainty in the actual reduction amount and price due to market volatility and will disclose information as required by regulations [6]

安邦护卫集团股份有限公司 Anbang Save-Guard Group Co., Ltd. （浙江省杭州市西湖区转塘街道枫桦路 6 号之江财富中心 E8 楼） 招股说明书 （注册稿） 本公司的发行申请尚需经上海证券交易所和中国证监会履行相应程 序。本招股说明书不具有据以发行股票的法律效力，仅供预先披露 之用。投资者应当以正式公告的招股说明书作为投资决定的依据。 保荐人（主承销商） 首次公开发行股票并在主板上市 （住所：浙江省杭州市西湖区天目山路 198 号财通双冠大厦西楼） 安邦护卫集团股份有限公司 招股说明书（注册稿） 发行人声明 中国证监会、交易所对本次发行所作的任何决定或意见均不表明其对发行 人注册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明 其对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。 任何与之相反的声明均属虚假不实陈述。 根据《证券法》规定，股票依法发行后，发行人经营与收益的变化，由发 行人自行负责；投资者自主判断发行人的投资价值，自主作出投资决策，自行 承担股票依法发行后因发行人经营与收益变化或者股票价格变动引致的投资风 险。 1-1-1 安邦护卫集团 ...

安邦护卫集团股份有限公司 Anbang Save-Guard Group Co., Ltd. （浙江省杭州市西湖区转塘街道枫桦路 6 号之江财富中心 E8 楼） 首次公开发行股票并在主板上市 招股说明书 （上会稿） 本公司的发行申请尚需经上海证券交易所和中国证监会履行相应程 序。本招股说明书不具有据以发行股票的法律效力，仅供预先披露 之用。投资者应当以正式公告的招股说明书作为投资决定的依据。 保荐机构（主承销商） （住所：浙江省杭州市西湖区天目山路 198 号财通双冠大厦西楼） 安邦护卫集团股份有限公司 招股说明书（上会稿） 发行人声明 中国证监会、交易所对本次发行所作的任何决定或意见均不表明其对发行 人注册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明 其对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。 任何与之相反的声明均属虚假不实陈述。 根据《证券法》规定，股票依法发行后，发行人经营与收益的变化，由发 行人自行负责；投资者自主判断发行人的投资价值，自主作出投资决策，自行 承担股票依法发行后因发行人经营与收益变化或者股票价格变动引致的投资风 险。 1-1-2 安邦护卫集 ...