Selected announcements of A-shares | "Maofang Securities" net profit in the first half of the year was 5.567 billion yuan, an increase of 37.27% year-on-year.

date
15/08/2025
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GMT Eight
East Money (300059.SZ) released its semi-annual report for 2025. The total operating income in the first half of the year was 6.856 billion yuan, an increase of 38.65% year-on-year. The net profit attributable to the shareholders of the listed company was 5.567 billion yuan, an increase of 37.27% year-on-year.
Focus today 1. East Money Information: Net profit increased by 37% year-on-year in the first half of the year East Money Information (300059.SZ) released its 2025 interim report, with a total operating income of 6.856 billion yuan in the first half of the year, a year-on-year increase of 38.65%; the net profit attributable to shareholders of the listed company was 5.567 billion yuan, a year-on-year increase of 37.27%. 2. Sharetronic Data Technology: Plans to purchase servers not exceeding 1.2 billion yuan for computing power leasing services Sharetronic Data Technology (300857.SZ) announced that the company plans to purchase servers from multiple suppliers, with a total amount expected not to exceed 1.2 billion yuan. Of this, 298 million yuan has been approved through the General Manager's Office meeting, with an additional purchase amount of not more than 902 million yuan to be added later. This transaction does not constitute a major asset restructuring or related party transaction. The Board of Directors has approved the proposal and it does not require approval from the shareholders' meeting. The information of the transaction parties is not disclosed due to commercial secrets and strategic development considerations. The servers will be used to provide computing power leasing services, which will promote the development and market expansion of the company's main business, with no significant impact on the financial condition and operating results. 3. Staidson: Xiangtang Group plans to reduce its holdings of the company by no more than 2% Staidson (300204.SZ) announced that its shareholder Xiangtang Group Limited, with a stake of over 5%, plans to reduce its holdings of the company's shares by no more than 4,777,700 shares, accounting for 2% of the total share capital of the company, within 3 months after 15 trading days from the date of this announcement through bulk trading and centralized bidding. 4. 3 consecutive boards Ningbo Jintian Copper (Group): From January to July, the sales of the company's copper products in the computing power field accounted for less than 2%, with sales of cooling products accounting for less than 1% Ningbo Jintian Copper (Group) (601609.SH) issued a risk warning announcement on stock trading, stating that the company has noted media reports about the application of its copper processing materials in the chip computing power field. Verified, the relevant media reports mainly come from the disclosure information in the company's past periodic reports and replies from the E Interactive platform, with the content of the replies referring to the 2024 annual report. In order to allow investors to more fully understand the situation, the company now provides the following details: the company is mainly engaged in the non-ferrous metal processing business, with its main products including copper products and rare earth permanent magnets materials. These products are used in various fields such as power, electronics, construction materials, air conditioning, home appliances, and new energy vehicles. Because copper has conductivity and heat conduction properties, related copper processing products can be used as materials for chip interconnection and cooling. From January to July 2025, the sales of the company's copper bars, tubes, strips, and other products in the computing power field accounted for less than 2%, with the sales of cooling products in the computing power field accounting for less than 1%, having no significant impact on the company's performance in the short term. Investors should pay attention to investment risks. 5. Kehua Holdings: Controlling shareholder plans to transfer shares, stock to be suspended next Monday Kehua Holdings (603161.SH) announced that the company's controlling shareholder and actual controller Chen Hongmin and its concerted action person are planning the transfer of the company's shares, which may result in a change in the company's controlling shareholder and actual controller. In order to ensure fair information disclosure and protect the interests of investors, the company's stock will be suspended from the morning of August 18, 2025, with the suspension expected to last no more than 2 trading days. During the suspension period, the company will fulfill its information disclosure obligations based on the progress of the matter. 6. Shenzhen Honor Electronic: The company has not signed contracts with any overseas cloud vendors Shenzhen Honor Electronic (300870.SZ) announced that the company's stock and convertible bonds had accumulated deviation values of 34.45% and 32.69% over 2 consecutive trading days on August 14 and 15, 2025, indicating abnormal fluctuations in stock and convertible bonds trading. The company has noted the dissemination of inaccurate information on the progress of the company's data center power supply projects, product solutions, and price predictions among various overseas cloud vendor customers. The company has not signed contracts with any overseas cloud vendors at present, and the expansion of overseas markets is actively ongoing. There are no major undisclosed matters or significant matters in the planning stage related to the company, its controlling shareholder, or actual controller that are required to be disclosed. 7. 2 consecutive boards Keystone Technology: The company is currently not involved in the manufacturing of electron beam lithography equipment Keystone Technology (605588.SH) announced that the closing price of the company's stock has exceeded 20% deviation for 3 consecutive trading days, indicating abnormal fluctuations in stock trading. Upon self-check by the company, as of the date of this announcement, the market has listed the company as part of the lithography equipment-related hot topics. The company is currently only involved in the manufacturing of photomasks and not in the manufacturing of electron beam lithography equipment. In the first half of 2025, the revenue from the photomask manufacturing project accounted for less than 2% of the company's total operating income, having a minimal impact on the company's main business. 8. Shengyi Electronics: Plans to invest approximately 1.9 billion yuan in intelligent manufacturing high-density computing power circuit board project Shengyi Electronics (688183.SH) announced that it plans to invest a total amount of approximately 1.9 billion yuan in the intelligent manufacturing high-density computing power circuit board project, including the factory construction and equipment costs already invested in the Jian Phase II project, with an additional investment of approximately 1.75 billion yuan. The project will be implemented in two phases, with a total construction period of 2.5 years, and is expected to start trial production in 2026 and 2027 respectively. The project focuses on meeting the demand in the mid-to high-end market for servers, high-density network communication, and AI computing power. The funds will be sourced from own funds or self-raising. The implementation of the project may face risks such as policy adjustments, project approvals, and lower-than-expected market demand growth, among other uncertainties. Operating performance 1. Shengyi Electronics: Net profit increased by 452% year-on-year in the first half of the year, proposing a cash dividend of 3 yuan per 10 shares Shengyi Electronics (688183.SH) announced that it achieved operating revenue of 3.769 billion yuan in the first half of 2025, an increase of 91% year-on-year; net profit was 531 million yuan, an increase of 452% year-on-year. The company proposes a cash dividend of 3 yuan per 10 shares, totaling a cash dividend of 247 million yuan. Repurchase & Reduction of shares 1. Zhejiang Zhongxin Fluoride Materials: Gaobao Mining reduces holdings of 2.166 million shares, reducing share ownership below 5% Zhejiang Zhongxin Fluoride Materials (002915.SZ) announced that its shareholder Gaobao Mining Co., Ltd. reduced its holdings of the company's shares by 2,166,000 shares through centralized bidding and bulk trading from August 7 to August 14, 2025, with a reduction percentage of 0.6655%. After this equity change, Gaobao Mining holds 16,273,390 shares of the company, accounting for 4.9999% of the total share capital, no longer being a shareholder with over 5% ownership. 2. Aerospace Hi-Tech Holding Group: Director Wei Xuebao plans to reduce holdings of no more than 2,600 shares of the company's shares Aerospace Hi-Tech Holding Group (000901.SZ) announced that the company's director Wei Xuebao plans to reduce his holdings of the company's shares by no more than a total of 2,600 shares in a centralized bidding manner within 3 months after 15 trading days from the disclosure date of this reduction announcement, accounting for not more than 0.00033% of the company's current total share capital. This article is reprinted from "Tencent Stock Selection", GMTEight Editor: Chen Xiaoyi.