证券代码：603063 证券简称：禾望电气 公告编号：2025-089 根据《上海证券交易所上市公司自律监管指引第 3 号——行业信息披露》《上 市公司行业信息披露指引第九号——光伏》等相关法律法规，深圳市禾望电气股 份有限公司（以下简称"公司"）现将 2025 年 1-9 月经营数据（未经审计）披 露如下： 特此公告。 | 项目 | 主营业收入 | 主营业成本 | | 主营业收 | 主营业成 | 毛利率比 | | --- | --- | --- | --- | --- | --- | --- | | | （1-9 月） | （1-9 月） | 毛利率 | 入比上年 同期增减 | 本比上年 同期增减 | 上年同期 增减 | | 分产品 | | | | | | | | 新能源电 控业务 | 2,278,307,251.06 | 1,522,905,096.39 | 33.16% | 26.40% | 28.69% | -1.18% | | 工程传动 业务 | 311,017,931.90 | 164,953,324.64 | 46.96% | -1.71% | -11.19% | 5.66% | | 其他 | ...

Group 1 - The core point of the news is that Hewei Electric experienced a decline of 5.06% in its stock price, reaching 32.48 yuan per share, with a trading volume of 759 million yuan and a turnover rate of 5.02%, resulting in a total market capitalization of 14.867 billion yuan [1] - Hewei Electric, established on April 20, 2007, and listed on July 28, 2017, is based in Shenzhen, Guangdong Province, and focuses on the field of power conversion, helping clients achieve efficient, reliable, and high-quality power generation, usage, and transmission [1] - The company's main business revenue composition includes 80.88% from new energy control business, 11.99% from engineering transmission business, and 5.02% from other sources [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Bank of China Securities holds a significant position in Hewei Electric, specifically the Bank of China Securities New Energy Mixed A (005571), which held 40,000 shares in the second quarter, accounting for 3.06% of the fund's net value, ranking as the eighth largest heavy stock [2] - The fund has a total scale of 27.0731 million yuan and has achieved a return of 44.6% year-to-date, ranking 1246 out of 8160 in its category, with a one-year return of 53.81%, ranking 969 out of 8021 [2]

Core Viewpoint - Hezhong Electric has shown significant stock performance with a year-to-date increase of 74.75%, indicating strong market interest and potential growth in the energy sector [1][2]. Company Overview - Hezhong Electric, established on April 20, 2007, and listed on July 28, 2017, is based in Shenzhen, China, focusing on power conversion to provide efficient and reliable energy solutions [1]. - The company's main business revenue composition includes 80.88% from new energy control, 11.99% from engineering transmission, and 5.02% from other sources [1]. Financial Performance - For the first half of 2025, Hezhong Electric reported a revenue of 1.884 billion yuan, a year-on-year increase of 36.39%, and a net profit attributable to shareholders of 243 million yuan, up 56.79% [2]. - The company has distributed a total of 299 million yuan in dividends since its A-share listing, with 170 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Hezhong Electric had 26,900 shareholders, a decrease of 8.91% from the previous period, with an average of 16,895 shares held per shareholder, an increase of 10.23% [2]. - Major shareholders include Hong Kong Central Clearing Limited and various mutual funds, indicating institutional interest in the company [3].

Company Overview - Hezhong Electric, established on April 20, 2007, and listed on July 28, 2017, is located in Nanshan District, Shenzhen, Guangdong Province. The company focuses on the field of electric energy conversion, providing efficient, reliable, and high-quality solutions for power generation, consumption, and transmission [1][2]. Financial Performance - For the first half of 2025, Hezhong Electric achieved operating revenue of 1.884 billion yuan, representing a year-on-year growth of 36.39%. The net profit attributable to shareholders was 243 million yuan, reflecting a year-on-year increase of 56.79% [2]. - Since its A-share listing, Hezhong Electric has distributed a total of 299 million yuan in dividends, with 170 million yuan distributed over the past three years [3]. Stock Performance - As of September 11, Hezhong Electric's stock price increased by 2.02%, reaching 33.80 yuan per share, with a total market capitalization of 15.365 billion yuan. The stock has risen by 70.36% year-to-date [1]. - The stock has appeared on the "Dragon and Tiger List" seven times this year, with the most recent occurrence on August 12, where it recorded a net buy of -274 million yuan [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Hezhong Electric was 26,900, a decrease of 8.91% from the previous period. The average number of circulating shares per shareholder increased by 10.23% to 16,895 shares [2][3]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 13.4852 million shares, an increase of 7.4263 million shares from the previous period [3].

近期禾望电气（603063）发布2025年中报，证券之星财报模型分析如下： 营收与利润显著增长 根据禾望电气发布的2025年中报，公司营业总收入达到18.84亿元，较去年同期上升36.39%。归母净利 润为2.43亿元，同比增长56.79%。扣非净利润为2.28亿元，同比上升40.11%。这表明公司在主营业务方 面取得了显著的增长。 三费(销售费用、管理费用、财务费用)总计为2.54亿元，占营收比例为13.48%，同比下降13.67%。这表 明公司在费用控制方面取得了一定成效。然而，每股经营性现金流为-0.38元，同比减少了75.4%，显示 出公司在经营活动中的现金流压力较大。 应收账款风险值得关注 报告期末，公司应收账款为23.49亿元，占最新年报归母净利润的比例高达533.22%。这一比例远高于行 业平均水平，表明公司在应收账款管理方面存在较大风险，可能影响未来的现金流和盈利能力。 主营业务构成 公司主营业务收入主要来自新能源电控业务，收入为15.24亿元，占总收入的80.88%，毛利率为 32.46%。工程传动业务收入为2.26亿元，占总收入的11.99%，毛利率为47.71%。其他业务收入为1.15亿 ...

Core Viewpoint - Shenzhen Hewei Electric Co., Ltd. disclosed its operating data for the first half of 2025, indicating a total operating revenue of approximately 1.84 billion RMB, with a gross profit margin of 35.45% [2][3]. Summary by Category Operating Revenue and Costs - The total operating revenue for the first half of 2025 was 1,844,655,999.39 RMB, while the total operating costs amounted to 1,190,815,883.27 RMB [3]. - The gross profit margin for the company was reported at 35.45%, showing a slight decrease of 2.66% compared to the same period last year [3]. Product Segmentation - The revenue from the new energy electric control business was 94,573,217.24 RMB, with a gross profit margin of 54.25%, which represents a decrease of 10.92% year-on-year [3]. - The engineering transmission business showed a gross profit margin of 41.45%, down by 2.66% compared to the previous year [3]. Regional Performance - Domestic revenue was 1,697,053,901.03 RMB, with a gross profit margin of 33.78%, reflecting a decrease of 3.59% year-on-year [3]. - International revenue reached 147,602,098.36 RMB, with a gross profit margin of 54.65%, which is an increase of 6.82% compared to the same period last year [3].

证券代码：603063 证券简称：禾望电气 公告编号：2025-076 深圳市禾望电气股份有限公司 2025 年 1-6 月经营数据公告 根据《上海证券交易所上市公司自律监管指引第 3 号——行业信息披露》《上 市公司行业信息披露指引第九号——光伏》等相关法律法规，深圳市禾望电气股 份有限公司（以下简称"公司"）现将 2025 年 1-6 月经营数据（未经审计）披 露如下： | 项目 | 主营业收入 | 主营业成本 | 毛利率 | 主营业收 入比上年 | 主营业成 本比上年 | 毛利率比 上年同期 | | --- | --- | --- | --- | --- | --- | --- | | | （1-6 月） | （1-6 月） | | 同期增减 | 同期增减 | 增减 | | 分产品 | | | | | | | | 新能源电 控业务 | 1,524,083,771.28 | 1,029,385,099.64 | 32.46% | 44.97% | 52.25% | -3.23% | | 工程传动 业务 | 225,999,010.87 | 118,168,088.76 | 47.71% | 11.50% ...