8家湖南省属上市国企已披露2025年半年度业绩预告或正式报告。 内容来源 | 国资潇湘 7月中旬以来，A股半年度业绩预告陆续披露。 值得关注的是，有两家省属上市国企上半年预计实现扭亏为盈。 战新布局提速，发展态势向好 湘电股份表示，在传统市场领域，公司研制的湖南省首艘内河纯电动集散两用运输船"湘江绿电001号"成功首航，实现电机、电控、电池三大核心技术协 同突破；永磁节能系统应用节能效果显著，节能率超20%；为全球水利行业最大功率离心泵配套的40000kW超高效同步立式变频电动机（应用于滇中引水 工程），突破4项关键工艺，树立行业新标杆。同时，战新领域，湘电股份承制的300万千瓦光伏复合项目调相机在光伏电站全部顺利并网，飞轮储能系统 亦成功在广州落地首个试点项目，新能源领域技术与工程能力再上新台阶。 值得一提的是，7月28日晚，湘电股份还公告，拟以现金方式收购控股股东湘电集团持有的通达电磁能12.5%的股权，交易价格为人民币2.08亿元。参股电 磁能头部企业，也让市场充满期待。 "金飞银舞"。今年以来，白银价格"涨"声不断，成为全球大宗商品市场备受瞩目的焦点。现货白银价格今年7月初超过36美元/盎司，创近13 ...

不仅如此，湘电股份还能够分享通达电磁能的业绩增长带来的财务收益，提升公司的整体财务表现。数 据显示，2023年和2024年，通达电磁能分别实现营业收入3.60亿元、4.03亿元，净利润2027万元、3618 万元。 长江商报消息 营收、净利双增的同时，湘电股份（600416.SH）抛出资产收购，进一步强化核心业务。 7月28日晚间，湘电股份披露的半年报显示，2025年上半年，公司实现营业收入25.44亿元，同比增长 4.60%；归属于上市公司股东的净利润（下称"净利润"）1.88亿元，同比增长12.98%。 长江商报记者注意到，作为老牌上市国企，湘电股份聚焦电磁能、电机、电控三大核心业务板块，推动 技术创新与产业创新深度融合。 同日，湘电股份还宣布，公司拟以现金方式收购控股股东湘电集团有限公司（下称"湘电集团"）持有的 通达电磁能股份有限公司（下称"通达电磁能"）12.5%的股权，交易价格为2.08亿元。 由于通达电磁能是我国重要的电磁能、电机产业的研发和制造商，其业务与湘电股份具有高度协同性， 因此湘电股份将通过参股通达电磁能，更深入地参与电磁能产业链的布局，通过资源共享和技术合作， 实现"三电"板块均衡发 ...

Core Viewpoint - Xiangtan Electric Machine Co., Ltd. (hereinafter referred to as "Xiang Electric") reported positive performance in the first half of 2025, driven by the growth of the energy-efficient motor market as the national "dual carbon" goals advance [2][3] Financial Performance - In the first half of 2025, Xiang Electric achieved operating revenue of 2.544 billion yuan, a year-on-year increase of 4.6% [2] - The net profit attributable to shareholders reached 188 million yuan, reflecting a year-on-year growth of 12.98% [2] Market Dynamics - The new national standard sets the IE3 efficiency level as the minimum threshold, increasing the penetration rate of energy-efficient motors from 35% in 2024 to 45% in 2025 [2] - Various provinces, including Heilongjiang and Shandong, provide procurement subsidies for energy-efficient motors, with subsidy rates ranging from 15% to 20% of the equipment price, accelerating the replacement of traditional motors [2] Company Positioning - Xiang Electric is one of the largest motor manufacturers in China and has significant international recognition, exporting to over 80 countries and regions [2] - The company holds a leading market share in the domestic large and medium-sized AC motor sector [2] R&D and Innovation - The company's independent R&D capabilities are crucial for converting market demand into performance growth, focusing on high-end and differentiated R&D strategies [3] - In the first half of 2025, Xiang Electric accelerated the development and application of new technologies and products across 10 strategic product R&D directions and 20 product types [3] - Notable projects include a permanent magnet energy-saving system with over 20% energy savings and a successful pilot project for a flywheel energy storage system in Guangzhou [3] Strategic Acquisitions - Xiang Electric announced plans to acquire 12.5% of Tongda Electromagnetic Energy Co., Ltd. from its controlling shareholder, Xiang Electric Group, for 208 million yuan [3] - Tongda Electromagnetic Energy is recognized as a significant player in the electromagnetic energy and motor industry, with improving operational performance and good growth potential [3] Market Outlook - Analysts express confidence in Xiang Electric's future growth, particularly in light of the national "dual carbon" strategy and the successful approval of the company's private placement [3]