10月9日，江龙船艇盘中上涨2.25%，截至10:47，报12.72元/股，成交3883.82万元，换手率1.34%，总市 值48.04亿元。 江龙船艇所属申万行业为：国防军工-航海装备Ⅱ-航海装备Ⅲ。所属概念板块包括：军民融合、小盘、 航天军工、海洋经济、海工装备等。 截至6月30日，江龙船艇股东户数3.92万，较上期增加48.74%；人均流通股5907股，较上期减少 32.77%。2025年1月-6月，江龙船艇实现营业收入3.48亿元，同比减少54.63%；归母净利润-1374.45万 元，同比减少166.50%。 分红方面，江龙船艇A股上市后累计派现3485.00万元。近三年，累计派现1510.67万元。 机构持仓方面，截止2025年6月30日，江龙船艇十大流通股东中，香港中央结算有限公司退出十大流通 股东之列。 责任编辑：小浪快报 资金流向方面，主力资金净流入213.56万元，特大单买入119.89万元，占比3.09%，卖出0.00元，占比 0.00%；大单买入334.57万元，占比8.61%，卖出240.90万元，占比6.20%。 江龙船艇今年以来股价涨2.25%，近5个交易日涨1.03%，近20日 ...

Core Viewpoint - Jianglong Shipbuilding is a leading supplier of aluminum alloy, metal, and composite boats in China, focusing on the design, research and development, production, and sales of various types of vessels, including law enforcement boats, leisure boats, and special operation boats [2] Company Overview - The company provides comprehensive personalized service solutions, including application design, product manufacturing, and maintenance [2] - Jianglong Shipbuilding specializes in multiple types of boats, indicating a diversified product portfolio [2]

Core Viewpoint - Jianglong Shipbuilding (300589.SZ) reported a decline in revenue and a net loss for the first half of 2025, despite significant growth in overseas revenue, indicating challenges in domestic orders and project delays [2][3][6]. Revenue Performance - In the first half of 2025, Jianglong Shipbuilding's operating revenue was 347 million yuan, a decrease of 54.63% year-on-year [3]. - The decline in revenue was primarily due to a reduction in orders, with new orders for the first half of 2024 amounting to only 158 million yuan, attributed to delays in project bidding [3]. - Overseas revenue reached 27.26 million yuan, showing a remarkable year-on-year increase of 475.92% [3][4]. Market Expansion - The company is focusing on expanding its overseas market presence, particularly in countries involved in the Belt and Road Initiative, and has recently secured orders in the Nordic market [4]. - Jianglong Shipbuilding aims to enhance its global competitiveness by establishing an International Business Department in 2024 to improve overseas order delivery capabilities [2][4]. Product Performance - Among its main products, revenue from special operation vessels increased by 19.09% year-on-year, while revenue from law enforcement and leisure vessels experienced varying degrees of decline [4]. - The company has successfully developed specialized vessels such as firefighting boats and wind power maintenance vessels, which have gained traction both domestically and internationally [5]. Profitability Challenges - Jianglong Shipbuilding reported a net loss of 13.74 million yuan for the first half of 2025, a year-on-year decrease of 166.50% [6]. - The decline in net profit was attributed to fixed costs such as depreciation, salaries, and sales expenses, coupled with a decrease in operating revenue [6]. - Financial expenses increased by 138.49% to 2.13 million yuan, primarily due to reduced deposits and increased borrowings [6]. Operational Adjustments - The company plans to enhance pre-bid evaluations to assess project profitability and contract risks more effectively [7]. - Jianglong Shipbuilding intends to implement target cost management from the design phase to control costs and improve operational efficiency [7].

Group 1 - The latest stock price of Jianglong Shipbuilding is 15.51 yuan, an increase of 0.32% compared to the previous trading day [1] - The trading volume for the day was 213,336 hands, with a transaction amount of 329 million yuan [1] - Jianglong Shipbuilding operates in the shipbuilding sector, focusing on the design, research and development, production, and sales of law enforcement vessels, leisure boats, and special operation vessels [1] Group 2 - In the first half of 2025, the company reported total operating revenue of 348 million yuan, a year-on-year decrease of 54.63% [1] - The net profit attributable to the parent company was a loss of 13.74 million yuan [1] - The net cash flow from operating activities was -381 million yuan, and inventory increased by 98.84% compared to the end of the previous year [1] Group 3 - On August 21, the net outflow of main funds was 12.44 million yuan, accounting for 0.35% of the circulating market value [1] - Over the past five days, the net outflow of main funds reached 98.60 million yuan, representing 2.74% of the circulating market value [1]

Company Overview - Jianglong Shipbuilding's stock price is reported at 15.69 yuan, down 0.76% from the previous trading day [1] - The stock reached a high of 15.90 yuan and a low of 15.37 yuan during the trading session, with a trading volume of 419,159 hands and a transaction amount of 656 million yuan [1] - The company is primarily engaged in the research, design, production, and sales of ships, including law enforcement vessels and leisure boats [1] - Jianglong Shipbuilding operates within the shipbuilding industry and is registered in Guangdong Province [1] Market Activity - On August 13, Jianglong Shipbuilding experienced a rapid rebound, with a price increase of over 2% within 5 minutes, reaching a price of 15.74 yuan [1] - The net outflow of main funds on that day was 32.2451 million yuan, with a cumulative net outflow of 81.7258 million yuan over the past five days [1]