大成动态量化配置策略混合A（003147）成立日期2016年9月20日，最新规模1301.32万。今年以来收益 39.68%，同类排名788/8178；近一年收益61.64%，同类排名1257/7978；成立以来收益31.19%。 大成动态量化配置策略混合A（003147）基金经理为夏高。 9月5日，森特股份涨5.05%，截至发稿，报13.93元/股，成交1.70亿元，换手率2.32%，总市值75.18亿 元。 资料显示，森特士兴集团股份有限公司位于北京经济技术开发区永昌东四路10号，成立日期2001年12月 5日，上市日期2016年12月16日，公司主营业务涉及研发、生产、销售绿色、环保、节能新型建材并提 供相关工程设计、生产、安装和售后等一体化服务。主营业务收入构成为：BIPV业务60.38%，建筑金 属围护系统30.61%，土壤与地下水环境治理7.09%，其他1.83%，其他(补充)0.09%。 从基金十大重仓股角度 数据显示，大成基金旗下1只基金重仓森特股份。大成动态量化配置策略混合A（003147）二季度持有 股数2.97万股，占基金净值比例为1.1%，位居第四大重仓股。根据测算，今日浮盈赚取约1. ...

格隆汇8月29日丨森特股份(603098.SH)公布半年度报告，报告期内，公司实现营业收入16.19亿元，同比 增长29.40%，其中BIPV业务实现营业收入9.78亿元，同比增长39.80%；归属于上市公司股东的净利润 7205.56万元，同比增长25.51%；实现经营活动产生的现金流量净额1.28亿元，同比增加1.6亿元，实现 了大幅攀升，每股经营净现金流0.24元是基本每股收益0.13元的1.85倍。2025年上半年公司签约18.53亿 元，同比增长72.08%。其中BIPV项目10.97亿元，同比增长112.03%；环保业务2.28亿元，同比增长 737.29%。 ...

8月27日，森特股份跌5.06%，截至发稿，报15.38元/股，成交6.08亿元，换手率7.10%，总市值83.01亿 元。 资料显示，森特士兴集团股份有限公司位于北京经济技术开发区永昌东四路10号，成立日期2001年12月 5日，上市日期2016年12月16日，公司主营业务涉及研发、生产、销售绿色、环保、节能新型建材并提 供相关工程设计、生产、安装和售后等一体化服务。主营业务收入构成为：BIPV业务48.17%，建筑金 属围护系统39.25%，土壤与地下水环境治理10.81%，其他1.41%，其他(补充)0.36%。 从基金十大重仓股角度 数据显示，大成基金旗下1只基金重仓森特股份。大成动态量化配置策略混合A（003147）二季度持有 股数2.97万股，占基金净值比例为1.1%，位居第四大重仓股。根据测算，今日浮亏损失约2.44万元。 大成动态量化配置策略混合A（003147）成立日期2016年9月20日，最新规模1301.32万。今年以来收益 48.71%，同类排名536/8194；近一年收益68.89%，同类排名1104/7963；成立以来收益39.67%。 大成动态量化配置策略混合A（003147）基 ...

Company and Industry Summary Company Overview - The company, founded in 1999, is a large publicly listed group specializing in the design, research and development, sales, manufacturing, and construction of steel structures and related products. It has ranked first in the national steel structure industry for six consecutive years and has received numerous accolades, including being listed among China's top 500 private manufacturing enterprises and the top 50 competitive enterprises in national construction steel structures [1][2]. Industry Insights - The company has been involved in landmark projects such as the Bird's Nest for the Beijing Olympics and the Beijing Daxing International Airport, showcasing its extensive experience and technical capabilities in the steel structure industry [2]. Financial Performance 2024 Annual Performance - New contracts signed amounted to 21.97 billion yuan, a year-on-year increase of 8.4% [3]. - Revenue reached 18.49 billion yuan, reflecting a year-on-year growth of 12.03% [3]. - Net profit attributable to shareholders was 510 million yuan, a decrease of 6.69% year-on-year [3]. - Cash flow from operating activities was 771 million yuan, up 63.92% year-on-year [3]. - Steel structure sales totaled 1.353 million tons, an increase of 10.9% year-on-year [3]. - Total assets at the end of 2024 were 25.614 billion yuan, a 9.80% increase from the previous year [3]. Q1 2025 Performance - New contracts signed in Q1 2025 were 6.14 billion yuan, a slight increase of 0.7% year-on-year [7]. - Revenue for Q1 2025 was 4.82 billion yuan, a significant increase of 41.16% year-on-year [7]. - Net profit attributable to shareholders was 124 million yuan, up 27.34% year-on-year [7]. Strategic Initiatives - The company is focusing on an EPC (Engineering, Procurement, and Construction) transformation strategy, with EPC projects accounting for 47.9% of new contracts, a growth of 44.7% [4]. - The BIPV (Building-Integrated Photovoltaics) business has seen significant growth, with contracts worth 220 million yuan signed, a year-on-year increase of 48.4% [4]. - The company has established joint ventures in locations such as Hainan and the Netherlands, achieving a contract amount of 810 million yuan, a year-on-year increase of 103.5% [5]. Innovation and Technology - The company invested 685 million yuan in R&D, representing 3.70% of its revenue, an increase of 3.10% year-on-year [5]. - It has developed proprietary AI software for steel structure design, enhancing efficiency in production and design processes [6]. Valuation Enhancement Plan - The company has implemented a valuation enhancement plan focusing on high-quality development, cash flow management, and technological innovation [8]. - It aims to increase new orders by over 10% year-on-year in 2025 [7]. Investor Relations - The company has maintained active communication with investors, holding three performance briefings and responding to 138 interactive questions [9]. - A cash dividend of 0.08 yuan per share was declared for 2024, representing a 31.12% payout ratio, an increase of approximately 10% from the previous year [9]. This summary encapsulates the key points from the earnings call, highlighting the company's performance, strategic initiatives, and industry positioning.

报告名称 长江精工钢结构（集团）股份有限 公司主体与相关债项2025年度跟 踪评级报告 被跟踪债券及募集资金使用情况 主体概况 偿债环境 财富创造能力 偿债来源与负债平衡 外部支持 评级结论 联系电话：+86-10-67413300 客服电话：+86-4008-84-4008 传真：+86-10-67413555 Email:dagongratings@dagongcredit.com 地址：中国北京市西城区三里河二区甲 18 号院 公司网站： www.dagongcredit.com 精工钢构主体与相关债项 2025 年度跟踪评级报告 信用等级公告 DGZX-R【2025】00368 大公国际资信评估有限公司通过对长江精工钢结构（集团）股份 有限公司及"精工转债"的信用状况进行跟踪评级，确定长江精工钢结 构（集团）股份有限公司的主体信用等级维持 AA，评级展望维持稳定， "精工转债"的信用等级维持 AA。 特此公告。 大公国际资信评估有限公司 评审委员会主任： 二〇二五年五月十六日 精工钢构主体与相关债项 2025 年度 跟踪评级报告 评定等级 主要观点 主体信用 长江精工钢结构（集团）股份有 限公司（以 ...