10月9日，中泰股份盘中上涨2.03%，截至09:35，报21.09元/股，成交3028.98万元，换手率0.39%，总市 值81.35亿元。 资金流向方面，主力资金净流入38.37万元，大单买入794.79万元，占比26.24%，卖出756.42万元，占比 24.97%。 中泰股份今年以来股价涨77.53%，近5个交易日跌3.48%，近20日涨21.21%，近60日涨36.68%。 资料显示，杭州中泰深冷技术股份有限公司位于浙江省杭州市富阳区东洲街道高尔夫路228号，成立日 期2006年1月18日，上市日期2015年3月26日，公司主营业务涉及深冷技术的工艺开发、设备设计、制造 和销售。主营业务收入构成为：燃气运营49.43%，设备销售44.65%，气体运营5.84%，其他0.09%。 中泰股份所属申万行业为：公用事业-燃气Ⅱ-燃气Ⅲ。所属概念板块包括：预盈预增、机械、燃料电 池、氢能源、一带一路等。 截至6月30日，中泰股份股东户数2.47万，较上期增加18.42%；人均流通股14943股，较上期减少 15.55%。2025年1月-6月，中泰股份实现营业收入13.02亿元，同比减少4.79%；归母净利润1 ...

Group 1 - The core viewpoint of the news is that Zhongtai Co., Ltd. has shown significant stock performance with a year-to-date increase of 61.36% and a recent 5-day increase of 5.33% [1] - As of September 17, the stock price reached 19.17 yuan per share, with a total market capitalization of 7.394 billion yuan [1] - The company operates primarily in deep cooling technology, with its main revenue sources being gas operations (49.43%), equipment sales (44.65%), and gas operations (5.84%) [1] Group 2 - As of June 30, the number of shareholders increased by 18.42% to 24,700, while the average circulating shares per person decreased by 15.55% to 14,943 shares [2] - For the first half of 2025, Zhongtai Co., Ltd. reported a revenue of 1.302 billion yuan, a year-on-year decrease of 4.79%, while the net profit attributable to shareholders increased by 9.14% to 135 million yuan [2] - The company has distributed a total of 356 million yuan in dividends since its A-share listing, with 172 million yuan distributed in the last three years [3] Group 3 - As of June 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 15.5753 million shares, an increase of 6.5483 million shares from the previous period [3] - The seventh-largest circulating shareholder is Xingquan Social Responsibility Mixed Fund, holding 3.3374 million shares, which is an increase of 1.5346 million shares from the previous period [3]

Core Insights - The company reported a total revenue of 1.295 billion yuan for the first half of 2025, representing a year-on-year increase of 39.04% [1] - The net profit attributable to shareholders was 62.4643 million yuan, up 9.63% year-on-year, while the net profit after deducting non-recurring gains and losses was 62.6758 million yuan, an increase of 9.93% year-on-year [1] - However, the second quarter saw a decline in net profit attributable to shareholders, which was 33.513 million yuan, down 14.45% year-on-year, indicating volatility in quarterly performance [1] Financial Performance - The gross profit margin was 9.95%, a decrease of 26.15% year-on-year, while the net profit margin was 5.13%, down 15.96% year-on-year [6] - Earnings per share increased by 8.77% to 0.62 yuan, and net assets per share rose by 4.34% to 10.94 yuan [6] - Operating cash flow per share saw a significant increase of 211.46%, reaching 1.06 yuan [6] Cost and Expense Control - The ratio of three expenses to revenue was 1.66%, a decrease of 49.51% year-on-year, indicating improved cost control [3] Revenue Composition - The main business revenue was derived from cleanroom engineering, accounting for 64.36% of total revenue with a gross margin of 9.03% [6] - Other electromechanical installation projects contributed 31.78% of total revenue with a gross margin of 10.44% [6] - Equipment sales made up 3.74% of total revenue with a gross margin of 19.80% [6] Accounts Receivable Risk - The accounts receivable amounted to 525 million yuan, which is 459% of the latest annual net profit, indicating a significant amount that requires attention regarding its collection [4]

Group 1 - The company has received a qualified audit opinion with a significant uncertainty regarding its ability to continue as a going concern, as stated by Zhongxinghua Accounting Firm [2][3] - The company reported a total audited profit of -29,550,742.09 yuan for the year 2024, representing a decline of 156.76% compared to the previous year [7] - The net profit attributable to shareholders was -27,303,694.80 yuan, a decrease of 218.14% year-on-year [7] Group 2 - The company has not declared any cash dividends or stock bonuses for the reporting period [4] - The main business activities of the company include investment in new energy power stations, new energy EPC projects, equipment sales, and operation and maintenance of power stations [5] - The company has negative net assets amounting to -2,956,210.40 yuan, which may lead to a delisting risk warning according to the Shenzhen Stock Exchange regulations [7]