每经头条（nbdtoutiao）——农夫大战怡宝，抢到更多蛋糕的却是宗馥莉！农夫绿瓶上市后，怡宝上 演"滑铁卢"：市占率大跌近5个百分点 （记者 张明双） 每经AI快讯，棕榈股份（SZ 002431，收盘价：2.4元）9月29日晚间发布公告称，公司第六届第三十四 次董事会会议于2025年9月28日以现场与通讯相结合方式召开。会议审议了《关于修订 <公司章程> 的 议案》等文件。 2025年1至6月份，棕榈股份的营业收入构成为：工程收入占比95.5%，设计收入占比2.35%，城市运营 占比1.66%，其他业务占比0.49%。 截至发稿，棕榈股份市值为44亿元。 ...

Company Overview - Beixin Road and Bridge (SZ 002307) announced the convening of its 24th meeting of the 7th Board of Directors on September 19, 2025, in Urumqi, Xinjiang [1] - The meeting reviewed the proposal for the third extraordinary general meeting of shareholders in 2025 [1] Financial Performance - For the first half of 2025, Beixin Road and Bridge's revenue composition was as follows: engineering revenue accounted for 91.35%, highway service industry 5.8%, other industries 1.47%, equipment leasing 0.56%, and real estate sales 0.5% [1] - As of the report date, the market capitalization of Beixin Road and Bridge was 6.1 billion yuan [1]

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [1] Core Views - The company reported a revenue of 1.44 billion yuan for the first half of 2025, a year-on-year decrease of 19.8%, with a net profit attributable to shareholders of 122 million yuan, down 6.5% year-on-year [7] - The company is actively exploring new industries and clients, which may form a second growth curve, particularly in marine oil and gas, nuclear power engineering, mining, and water treatment sectors [7] - The company has made significant progress in the nuclear power engineering field, winning a contract worth 267 million yuan for a project with China General Nuclear Power Group [7] Financial Summary - Total revenue forecast for 2023 is 3.24 billion yuan, with a projected decline to 2.79 billion yuan in 2025, followed by a recovery to 3.47 billion yuan in 2027 [1][8] - The net profit attributable to shareholders is expected to be 231.9 million yuan in 2025, with a growth forecast to 320.83 million yuan by 2027 [1][8] - The company’s earnings per share (EPS) is projected to be 0.52 yuan in 2025, increasing to 0.71 yuan by 2027 [1][8] - The company’s comprehensive gross margin improved to 18.1% in the first half of 2025, up 1.7 percentage points year-on-year, driven by a higher proportion of high-margin industrial module revenue [7]

Group 1 - The company, China Haisong, provides engineering services in the fields of new energy and new materials, specifically for numerous manufacturers of new energy battery materials [2] - The company does not engage in the research and production of new energy batteries itself, but recognizes that the ongoing development of the new energy battery industry can create business opportunities for the company [2]

Group 1 - The company, Yongfu Co., Ltd. (stock code: 300712), stated on August 29 that it has not yet ventured into the robotics sector [1]

Core Insights - The company reported a significant increase in revenue and net profit for the first half of 2025, with revenue reaching 711 million yuan, a year-on-year growth of 49.51%, and net profit attributable to shareholders amounting to 23.994 million yuan, up 35.52% [1] Group 1: Domestic Operations - The company has continued to strengthen its business with large domestic enterprises and the three major telecommunications operators, while also expanding its backup power business with third-party IDC operators [1] - The company achieved substantial growth in contract signing volume compared to the same period last year, indicating a solid increase in business scale [1] Group 2: International Expansion - The company has made significant deliveries in overseas data center markets, including Singapore, Malaysia, Indonesia, and Thailand, leveraging its domestic project experience and competitive advantages in high-power units [2] - The company is actively pursuing product certifications such as CE and UL to prepare for further international business expansion, showcasing its strong competitiveness and capability in the global market [2] Group 3: Service and Product Offerings - The company continues to provide turnkey projects, offering installation services alongside equipment supply, which has further expanded its engineering installation business scale [2] - The company is enhancing its after-market service offerings by optimizing service models and leveraging existing business advantages and network resources to increase customer loyalty [2]

每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 （记者 胡玲） 每经AI快讯，ST纳川（SZ 300198，收盘价：2.41元）8月27日发布公告称，公司第五届第三十次董事会 会议于2025年8月26日在公司总部5楼会议室召开。会议审议了《关于〈2025年半年度报告〉及〈2025年 半年度报告摘要〉的议案》等文件。 2024年1至12月份，ST纳川的营业收入构成为：管材销售占比32.28%，新能源汽车相关产品或服务占比 22.89%，工程服务收入占比20.84%，贸易占比16.46%，运检修复占比7.53%。 ...

Group 1 - The stock price of COFCO Technology is reported at 12.08 yuan, down 1.23% from the previous trading day [1] - On August 26, COFCO Technology announced a change in the continuous supervision sponsor representative, with Xu Feifei and Yang He taking over [1] - The main business of COFCO Technology includes research, design, manufacturing, and engineering services for grain and oil food processing technology and equipment [1] Group 2 - The company experienced a net outflow of main funds amounting to 12.21 million yuan on August 26, accounting for 0.2% of the circulating market value [1] - Over the past five days, the net outflow of main funds reached 66.43 million yuan, representing 1.07% of the circulating market value [1]

Engineering Services - Engineering services refer to the construction, renovation, and installation of various buildings and structures, including associated equipment and platforms [2] - Installation services involve the assembly and placement of production, power, lifting, transportation, and other types of equipment, including related installation works [5] - Repair services focus on the maintenance, reinforcement, and improvement of buildings and structures to restore or extend their original value [7] - Decoration services aim to enhance the aesthetic appeal or specific functionality of buildings and structures through renovation [8] - Other construction services encompass various engineering service activities not covered in the previous categories [10] Taxation and Compliance in Tourism - The article outlines the tax implications for tourism services, including how to handle ticket sales and refunds, as well as the calculation of sales revenue for travel agencies [16][22] - Certain cultural and religious venues are exempt from value-added tax (VAT) on ticket sales, including museums, galleries, and places of worship [17] - Refund fees and service charges for ticket cancellations can be invoiced under "other modern services" and are subject to VAT [18] - The process for foreign travelers to claim tax refunds on purchases made in "immediate refund" stores is detailed, including necessary documentation and procedures [20] - Travel agencies must calculate their sales revenue based on the fees collected for various services, which cannot be invoiced as VAT-exclusive [22]

Group 1 - The company reported a revenue of 364 million yuan for the first half of 2025, a decrease of 49.5% year-on-year, and a net profit attributable to shareholders of -158 million yuan [1] - The company has two main business segments: engineering services and general aviation, while also actively exploring opportunities in cultural tourism [1] - In engineering services, the company is progressing on several projects, including the Wenzhou Economic and Technological Development Zone municipal infrastructure project and the Nanning Wuxu International Airport T3 terminal construction [1] Group 2 - In general aviation, the company is advancing airport projects in Xinjiang, such as in Burqin and Yili, and is collaborating with local governments to develop low-altitude economic applications [2] - The company is working with the Gansu Linxia Prefecture government and Baidu Smart Cloud to build a low-altitude data platform and create a low-altitude economic demonstration zone [2] - The cultural tourism business includes planning, design, investment, and development of projects like cultural tourism characteristic towns and theme parks, aiming to integrate culture and tourism [2]