交易所数据显示，11月24日，宁波富达收盘5.16元，上涨1.57%，滚动市盈率PE（当前股价与前四季度 每股收益总和的比值）达到34.08倍，总市值74.57亿元。 从行业市盈率排名来看，公司所处的房地产开发行业市盈率平均43.98倍，行业中值30.55倍，宁波富达 排名第65位。 最新一期业绩显示，2025年三季报，公司实现营业收入11.00亿元，同比减少11.44%；净利润1.69亿 元，同比增加5.63%，销售毛利率28.67%。 截至2025年三季报，共有5家机构持仓宁波富达，其中其他4家、基金1家，合计持股数113490.22万股， 持股市值56.29亿元。 宁波富达股份有限公司的主营业务是商业地产的出租、自营联营及托管业务；水泥及其制品的生产、销 售。公司的主要产品是32.5级水泥、42.5级水泥、海工水泥等。2025年1月，公司选送的国企品牌"天一 的故事"获国务院国资委"地方国资国企优秀品牌故事"。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13宁波富达34.0835.542.6174.57亿行业平均 43.9844.421.54136.15亿行业中值30.5545.541.13 ...

Core Viewpoint - Jilin Yatai Group's 2025 semi-annual report indicates a slight increase in revenue despite ongoing challenges in the construction and real estate sectors, with a focus on optimizing asset structure and reducing debt [1][2]. Company Overview and Financial Indicators - The company reported a revenue of approximately CNY 3.04 billion for the first half of 2025, representing a 3.67% increase compared to the same period last year [2]. - The total profit for the period was approximately -CNY 992 million, an improvement of 13.22% year-on-year [2]. - The net profit attributable to shareholders was approximately -CNY 823 million, showing an 11.27% improvement from the previous year [2]. - The company's net assets decreased by 32.58% to approximately CNY 1.87 billion compared to the end of the previous year [2]. Industry Analysis Construction Materials - The national cement production was 815 million tons, a year-on-year decrease of 4.3%, but the decline rate has narrowed [3]. - The cement industry is experiencing weak demand but improved profitability due to rising prices in Northeast China and decreasing coal prices [3]. Real Estate - Real estate development investment decreased by 11.2%, with new housing starts down by 20.0% and sales area down by 3.5% [3]. - The market is characterized by investment contraction and a narrowing decline in sales, with local policies aimed at stabilizing the market [3]. Pharmaceutical Industry - The pharmaceutical sector is expected to grow due to increasing demand for high-quality medicines driven by economic development and an aging population [3]. - The company has established a comprehensive health management service through its extensive pharmacy network [3]. Operational Discussion - The company is focusing on reducing debt and stabilizing operations while optimizing its asset structure [4]. - In the construction materials sector, the company is collaborating with large enterprises on urban renewal and infrastructure projects [4]. - The real estate sector is prioritizing inventory reduction and cost management, leveraging national policies to accelerate land monetization [4]. Financial Investment - The company holds a 30.81% stake in Northeast Securities and a 6.88% stake in Jilin Bank, focusing on equity management to enhance overall investment returns [7][9].