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祥和实业(603500):利润高增彰显成长韧性,铁路智能检测装备打开发展空间
Shanxi Securities· 2025-09-24 09:25
铁路交通设备 祥和实业(603500.SH) 增持-A(首次) 利润高增彰显成长韧性,铁路智能检测装备打开发展空间 2025 年 9 月 24 日 公司研究/公司快报 公司近一年市场表现 事件描述 近日,祥和实业股份发布 2025 年中报。2025 年 H1 公司实现营业收入 3.81 亿元,同比+6.49%;归母净利润为 0.64 亿元,同比+96.56%;扣非净利 润为 0.63 亿元,同比+101.02%。 事件点评 营收利润双增,盈利能力显著改善。上半年,公司营收实现稳健增长, 主要得益于其在产品创新、市场拓展以及内部管理优化等方面的积极作为。 分业务来看,轨道交通相关产品营收达 1.68 亿元,同比大幅增长 35.16%, 主要得益于深度参与广湛、西十等重大铁路项目供货,以及成功开拓大秦重 载铁路专用垫板等新业务。电子元器件配件业务营收为 1.14 亿元,凭借与贵 弥功等知名企业的稳固合作,保持了稳定增长态势。高分子改性材料业务营 收 9381.74 万元,主要受益于下游市场需求增长及自身产能布局推进。上半 年公司毛利率为 30.92%,同比+5.44pct,销售净利率为 17.26%,同比+7.6 ...
祥和实业股价跌5.07%,金鹰基金旗下1只基金重仓,持有30万股浮亏损失18.3万元
Xin Lang Cai Jing· 2025-09-18 07:03
Group 1 - The core point of the news is that Xianghe Industrial experienced a decline of 5.07% in its stock price, reaching 11.41 CNY per share, with a trading volume of 170 million CNY and a turnover rate of 4.35%, resulting in a total market capitalization of 3.797 billion CNY [1] - Xianghe Industrial, established on October 5, 1997, and listed on September 4, 2017, is based in Tiantai County, Zhejiang Province. The company specializes in the research, production, and sales of rail fastening systems, electronic component accessories, and modified polymer materials [1] - The revenue composition of Xianghe Industrial includes 44.17% from rail transportation-related products, 29.94% from electronic component accessories, 24.64% from modified polymer materials, 0.83% from other supplementary products, and 0.42% from drone supporting products [1] Group 2 - From the perspective of major fund holdings, one fund under Jin Ying Fund has a significant position in Xianghe Industrial. The Jin Ying Minfeng Return Mixed Fund (004265) held 300,000 shares in the second quarter, accounting for 1.75% of the fund's net value, making it the second-largest holding [2] - The Jin Ying Minfeng Return Mixed Fund (004265) was established on June 28, 2017, with a current scale of 157 million CNY. Year-to-date, it has achieved a return of 23.44%, ranking 3934 out of 8172 in its category; over the past year, it has returned 50.03%, ranking 3362 out of 7980; and since inception, it has returned 83% [2]