据证券之星公开数据整理，近期海达股份（300320）发布2025年中报。截至本报告期末，公司营业总收 入17.65亿元，同比上升20.66%，归母净利润1.08亿元，同比上升40.16%。按单季度数据看，第二季度 营业总收入9.23亿元，同比上升15.25%，第二季度归母净利润5570.41万元，同比上升50.95%。本报告 期海达股份盈利能力上升，毛利率同比增幅0.51%，净利率同比增幅12.71%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率18.8%，同比增0.51%，净利率6.27%，同比增 12.71%，销售费用、管理费用、财务费用总计1.09亿元，三费占营收比6.16%，同比减3.68%，每股净资 产4.03元，同比增7.55%，每股经营性现金流0.37元，同比增229.35%，每股收益0.18元，同比增40.12% | 项目 | 2024年中报 | 2025年中报 D | | --- | --- | --- | | 营业总收入(元) | 14.63亿 | 17.65 Z | | 归母净利润(元) | 7730.72万 | 1.08亿 | | 扣非净利润(元) | 7596.91万 | ﮯ ...

主营业务稳健增长，现金流大幅改善 海达股份以橡塑材料改性研发为核心，产品广泛应用于轨道交通、汽车、建筑、航运四大领域。报告期 内，公司在轨道交通和汽车领域的业务实现较快增长，尤其是轨道车辆密封件、汽车整车密封件及车辆 减振部件等产品收入增幅明显，有效对冲了建筑、航运等领域因行业需求下滑带来的压力。 子公司科诺精工主要从事汽车天窗导轨等铝挤压材业务，产品广泛应用于宝马、奔驰、奥迪、大众等知 名车企，报告期内铝制品业务收入也实现16.07%的增长，进一步巩固了公司在汽车轻量化材料市场的 领先地位。 值得注意的是，公司经营活动产生的现金流量净额达2.20亿元，同比大幅增长229.35%，主要得益于销 售回款情况良好。期末货币资金较上年初增长2.61%，应收账款余额有所下降，显示出公司资金周转效 率提升，营运能力增强。 研发持续投入，布局新能源赛道 8月26日晚间，江阴海达橡塑股份有限公司(股票代码：300320，以下简称"海达股份（300320）")正式 发布2025年半年度报告。报告显示，公司上半年实现营业收入17.65亿元，同比增长20.66%；归属于上 市公司股东的净利润1.08亿元，同比增长40.16%，业 ...

Group 1: Business Performance and Outlook - The company reported normal growth in orders and revenue across its four main business areas: rail transit, automotive, construction, and shipping [1] - Significant revenue growth is noted in automotive sealing and vibration damping products [1] - The company aims to leverage its market advantages to penetrate new markets and products, particularly in the fields of new energy vehicles, energy storage, wind power, photovoltaics, and hydrogen energy [1] Group 2: Container Sealing Business - The container sealing business reached a historical high last year due to international political and economic changes, but current demand is fluctuating due to ongoing uncertainties [2] - Despite a decrease in revenue compared to last year, the container sealing business is expected to perform better than in 2022 and 2023, remaining at a historically high level [2] - The market for container sealing strips in the energy storage sector is rapidly growing [2] Group 3: Contractual Agreements and Product Development - The company signed a procurement framework contract with Anhui Sailaf Energy Co., Ltd., with an expected total procurement of 3.7GW of products by June 30, 2026 [2] - The newly developed short frame product aims to enhance safety and reliability, with features that improve light exposure and increase power generation [3] - The company has also signed a long-term procurement agreement with Longi Green Energy, indicating further recognition of its products [3] Group 4: Diversification and Market Position - The company possesses a high market share in various rubber product applications, allowing it to meet high technical standards and develop new products as per customer requirements [4] - The company is exploring opportunities in robotics and military sectors, leveraging its expertise in sealing and vibration damping materials [4]