登录新浪财经APP 搜索【信披】查看更多考评等级 日月股份2024年年报显示，公司在营收微增的情况下，净利润实现较大幅度增长，但经营活动现金流量 净额却大幅下降。这背后反映了公司怎样的财务状况和经营策略？投资者又该如何看待这些变化？ 营收微增，市场地位稳固 2024年，日月股份实现营业收入4,695,947,539.30元，较2023年的4,655,640,798.77元增长0.87%。从数据 来看，营收增长幅度较小，但公司产销基本平衡，市场占有率稳固。分季度来看，四个季度的营业收入 分别为697,687,177.34元、1,090,295,431.24元、1,396,809,422.85元、1,511,155,507.87元，呈现逐季上升 的趋势，表明公司业务在全年逐步拓展。 净利润增长显著，盈利能力提升 归属于上市公司股东的净利润为623,809,070.27元，相比2023年的481,507,348.76元，增长了29.55%。这 一增长幅度较为可观，主要得益于公司在成本控制和内部管理方面的努力。尽管风机招标价格维持低 位，风电全产业链面临成本压力，但公司通过持续严格控制各项费用支出、优化产品成本结构， ...

每经记者 彭斐 每经编辑 张益铭 在入主5年后，珠海港集团将让出通裕重工（SZ300185，股价2.67元，市值104.05亿元）控股权。 5月6日晚，通裕重工发布公告称，公司控股股东珠海港控股集团有限公司（以下简称珠海港集团）及其 控股股东珠海交通控股集团有限公司（以下简称珠海交控集团）与山东国惠资本有限公司（以下简称国 惠资本）在广东省珠海市签署了《股份转让协议》《表决权委托协议》。 《每日经济新闻》记者注意到，本次权益变动后，珠海港集团控制的通裕重工表决权比例降至0，国惠 资本提升至20.33%。这意味着，经珠海国资委实际控制近五年，通裕重工将"重回山东"，成为山东省国 资委旗下的一员。 通裕重工称，本次公司控制权拟变更事项不会对公司的正常生产经营造成不利影响。而值得注意的是， 自2021年以来，通裕重工的归母净利润已经连续4年下降。 通裕重工将"重回山东"，山东省国资委将成新实控人 此前的4月29日晚间，通裕重工发布筹划控制权变更的停牌公告。 通裕重工在公告中表示，公司于2025年4月29日接到控股股东珠海港集团书面通知，珠海港集团正在筹 划协议转让持有的公司部分股权，可能导致公司控股股东和实际控制人 ...

Core Insights - The company reported a mixed performance in revenue, profit, and cash flow for 2024, with significant changes in various financial metrics [1] Revenue - The company achieved a revenue of 4,695,947,539.30 CNY, a slight increase of 0.87% from the previous year [2] - The core revenue source is the casting business, contributing 462,075.48 million CNY, with a notable decline in ductile iron product revenue by 5.30% [2] - Domestic sales decreased by 0.98% to 388,394.93 million CNY, while international sales increased by 5.86% to 73,680.55 million CNY [2] Profit - Net profit attributable to shareholders rose by 29.55% to 623,809,070.27 CNY, largely due to non-recurring gains from the disposal of subsidiary equity [3] - Excluding non-recurring items, the net profit fell by 21.57% to 333,258,314.06 CNY, indicating underlying profit pressure from declining sales prices [3] Earnings Per Share - Basic earnings per share increased by 29.79% to 0.61 CNY, while the adjusted earnings per share decreased by 19.51% to 0.33 CNY, reflecting reliance on non-recurring gains [4] Expenses - Sales expenses significantly decreased by 59.18% to 16,255,033.77 CNY, attributed to a change in cost allocation [5] - Management expenses grew by 6.82% to 188,298,893.08 CNY, driven by increased asset depreciation and amortization [6] - Financial expenses decreased by 44.47% to -57,596,479.28 CNY, influenced by reduced foreign exchange gains and interest income [7] - R&D expenses fell by 12.09% to 227,436,636.07 CNY, raising concerns about future innovation capabilities [8] Cash Flow - Operating cash flow net amount decreased by 125.67% to -158,231,624.33 CNY, indicating potential liquidity issues [11] - Investment cash flow net amount increased significantly to 824,217,577.85 CNY, reflecting improved capital recovery [12] - Financing cash flow net amount decreased by 18.69% to 357,688,613.48 CNY, suggesting a cautious approach to funding [13] R&D and Personnel - The company maintains a stable R&D personnel structure with 308 employees, focusing on continuous technological innovation despite reduced R&D spending [10] Risks - The company faces risks related to raw material price fluctuations, market demand volatility, and potential operational challenges due to its significant fixed asset investments [14]