1）2025年上半年，公司某海外储能客户发生经营风险，公司对该客户相关的应收账款、存货进行坏账准备、存货跌价准备计提，合 计计提金额约1,435.11万元； | 项目 | 本报告期 | 上年同期 | 变动比例% | | --- | --- | --- | --- | | 营业收入 | 498,922,225.06 | 496.844.667.34 | 0.42% | | 利润总额 | 8,848,904.36 | 19,524,322.23 | -54.68% | | 归属于上市公司股东的净利润 | 10,487,736.39 | 17.547.402.69 | -40.23% | | 归属于上市公司股东的扣除非经常性 | 1,168,471.68 | 17,141,969.18 | -93.18% | | 损益的净利润 | | | | | 基本每股收益 | 0.10 | 0.17 | -41.18% | | 加权平均净资产收益率%(扣非前) | 2.51% | 4.30% | - | | 加权平均净资产收益率%(扣非后) | 0.28% | 4.20% | - | | 项目 | 本报告期末 | 本报告期初 ...

（文章来源：证券日报） 证券日报网讯 2月27日，智新电子发布公告称，公司预计2025年实现营业收入498922225.06元，同比增 长0.42%；归属于上市公司股东的净利润10487736.39元，同比下降40.23%。 ...

Core Viewpoint - The company, Zhixin Electronics, has been recognized as one of the first batch of high-tech enterprises in Shandong Province for 2025, following the announcement from the National High-tech Enterprise Recognition Management Work Leading Group Office [2] Group 1 - The company has successfully passed the public announcement period for its high-tech enterprise certification [2] - This recognition is a renewal of the company's high-tech enterprise certificate, which had expired [2]

Core Viewpoint - The company, Zhixin Electronics, announced the approval of several proposals during its fourth board meeting, including anticipated related party transactions for the year 2026 and a request to convene the second extraordinary general meeting of shareholders for 2025 [2] Group 1 - The board approved the proposal regarding expected routine related party transactions for the year 2026 [2] - The board also approved a proposal to convene the second extraordinary general meeting of shareholders for 2025 [2]

Core Viewpoint - Zhixin Electronics announced that it will hold the second extraordinary general meeting of shareholders for 2025 on December 30, 2025, at 15:00 to review the proposal regarding expected routine related party transactions for the year 2026 [2] Group 1 - The extraordinary general meeting is scheduled for December 30, 2025 [2] - The meeting will focus on the proposal for routine related party transactions for 2026 [2]

Group 1 - The core announcement is that Zhixin Electronics has released a notice regarding the lifting of stock restrictions, with a total of 270,136 shares being released, which accounts for 0.25% of the company's total share capital [2] - The shares will become tradable on December 11, 2025 [2]

Group 1 - The consumer electronics sector saw a slight increase of 0.1% on September 25, with Jiebang Technology leading the gains [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] - Notable gainers in the consumer electronics sector included Jiebang Technology, which rose by 15.95% to a closing price of 134.50, and Zhidong Technology, which increased by 12.67% to 16.10 [1] Group 2 - The consumer electronics sector experienced a net outflow of 3.123 billion yuan from institutional investors, while retail investors saw a net inflow of 3.2 billion yuan [2] - Major stocks with significant net inflows from retail investors included Gaor Technology, which had a net inflow of 3.52 million yuan, and Xinya Electronics with 3.13 million yuan [3] - Conversely, stocks like Longyang Electronics and Yingqu Technology faced notable net outflows from both institutional and retail investors, indicating a shift in market sentiment [3]

Trading Volume and Market Activity - On September 23, the total trading volume of stocks on the Beijing Stock Exchange reached 1.079 billion shares, with a total transaction value of 24.406 billion yuan, an increase of 3.189 billion yuan compared to the previous trading day [1] - Among the tradable stocks, 19 stocks closed higher, accounting for 6.91% of the total, with notable gainers including Chuangyuan Xinke, Jiezong Technology, and Wuxin Tunnel Equipment, which rose by 12.39%, 6.26%, and 6.03% respectively [1] - Conversely, 255 stocks closed lower, with the largest declines seen in Kangle Weishi, Kait Technology, and Zhixin Electronics, which fell by 11.76%, 8.67%, and 8.64% respectively [1] Stock Performance and Turnover Rates - A total of 69 stocks had transaction values exceeding 10 million yuan, with the highest transaction values recorded for Chuangyuan Xinke (0.895 billion yuan), Better Ray (0.707 billion yuan), and Air China Ocean (0.440 billion yuan) [1] - The trading activity indicated that 18 stocks had a turnover rate exceeding 10%, with 2 stocks exceeding 20%. Additionally, 89 stocks had turnover rates between 5% and 10%, while 166 stocks had turnover rates between 1% and 5% [1] - The stocks with the highest turnover rates included Shichang Co., Chuangyuan Xinke, and Zhixin Electronics, with turnover rates of 34.61%, 27.10%, and 19.21% respectively [1] Detailed Stock Data - The closing prices and performance of notable stocks included: - Chuangyuan Xinke: Closing price of 29.48 yuan, up 12.39%, turnover rate of 27.10%, transaction value of 894.54 million yuan [1] - Better Ray: Closing price of 32.55 yuan, up 3.60%, turnover rate of 1.98%, transaction value of 707.30 million yuan [1] - Air China Ocean: Closing price of 10.76 yuan, up 2.97%, turnover rate of 14.28%, transaction value of 440.17 million yuan [1] - Other stocks with significant declines included: - Kangle Weishi: Closing price of 12.98 yuan, down 11.76%, turnover rate of 9.03%, transaction value of 226.22 million yuan [1] - Kait Technology: Closing price of 42.15 yuan, down 8.67%, turnover rate of 8.50%, transaction value of 373.05 million yuan [1] - Zhixin Electronics: Closing price of 17.02 yuan, down 8.64%, turnover rate of 19.21%, transaction value of 169.32 million yuan [2]

Market Overview - The Shanghai Composite Index fell by 1.23% today, with a trading volume of 1,083.14 million shares and a transaction value of 17,135.39 billion yuan, an increase of 26.47% compared to the previous trading day [1]. Industry Performance - Among the industries, the banking sector had the highest increase, up by 2.15%, with Nanjing Bank leading at a rise of 4.30% [1]. - The computer, social services, and comprehensive sectors experienced the largest declines, down by 3.74%, 3.73%, and 3.57% respectively [1][2]. Detailed Industry Data - **Banking**: +2.15%, transaction value 315.69 billion yuan, up 126.85% from the previous day, led by Nanjing Bank (+4.30%) [1]. - **Coal**: -0.02%, transaction value 103.20 billion yuan, up 34.02%, led by Antai Group (-5.22%) [1]. - **Utilities**: -0.28%, transaction value 229.25 billion yuan, up 23.66%, led by Jingyuntong (-5.99%) [1]. - **Oil & Petrochemicals**: -0.50%, transaction value 60.02 billion yuan, up 20.24%, led by Yueyang Xingchang (-4.60%) [1]. - **Transportation**: -0.91%, transaction value 224.70 billion yuan, up 20.14%, led by Jushen Co. (-9.87%) [1]. - **Food & Beverage**: -1.10%, transaction value 205.01 billion yuan, up 31.81%, led by Ziyan Food (-5.40%) [1]. - **Construction & Decoration**: -1.12%, transaction value 252.99 billion yuan, up 18.05%, led by Yabo Co. (-6.56%) [1]. - **Household Appliances**: -1.30%, transaction value 315.39 billion yuan, up 10.99%, led by Greer (-8.21%) [1]. - **Power Equipment**: -1.48%, transaction value 1,861.78 billion yuan, up 44.25%, led by Daqian Energy (-7.29%) [1]. - **Automotive**: -1.52%, transaction value 1,037.23 billion yuan, up 20.58%, led by Shanghai Wumao (-9.93%) [1]. - **Textiles & Apparel**: -1.58%, transaction value 128.03 billion yuan, up 15.04%, led by Sanfu Outdoor (-5.97%) [1]. - **Agriculture, Forestry, Animal Husbandry, and Fishery**: -1.65%, transaction value 121.46 billion yuan, up 11.51%, led by Aonong Biological (-6.99%) [1]. - **Non-Bank Financials**: -1.72%, transaction value 431.67 billion yuan, up 55.06%, led by Yalian Development (-5.63%) [1]. - **Environmental Protection**: -1.75%, transaction value 151.27 billion yuan, up 35.24%, led by Henghe Co. (-10.64%) [1]. - **Construction Materials**: -2.28%, transaction value 116.54 billion yuan, up 18.34%, led by Gongyuan Co. (-6.75%) [1]. - **Nonferrous Metals**: -2.36%, transaction value 761.40 billion yuan, up 20.71%, led by Tengyuan Cobalt (-6.04%) [1]. - **Media**: -2.36%, transaction value 390.38 billion yuan, up 24.71%, led by Jinyi Film (-8.95%) [1]. - **Beauty & Personal Care**: -2.50%, transaction value 30.26 billion yuan, up 30.69%, led by Huaye Fragrance (-4.78%) [1]. - **Defense & Military**: -2.52%, transaction value 384.06 billion yuan, up 22.18%, led by ST Sicor (-11.43%) [1]. - **Telecommunications**: -2.54%, transaction value 1,124.99 billion yuan, up 29.44%, led by Dekeli (-14.18%) [1]. - **Electronics**: -2.56%, transaction value 3,735.81 billion yuan, up 19.69%, led by Zhixin Electronics (-10.74%) [1]. - **Machinery Equipment**: -2.65%, transaction value 1,391.63 billion yuan, up 24.55%, led by Huizhong Co. (-10.29%) [1]. - **Basic Chemicals**: -2.66%, transaction value 645.44 billion yuan, up 13.75%, led by Dingjide (-7.52%) [1]. - **Steel**: -2.78%, transaction value 68.00 billion yuan, down 2.07%, led by Shougang Co. (-5.26%) [1]. - **Light Industry Manufacturing**: -2.80%, transaction value 174.20 billion yuan, up 4.62%, led by Haotaitai (-10.01%) [1]. - **Pharmaceuticals & Biotechnology**: -3.02%, transaction value 805.28 billion yuan, up 33.02%, led by Kangle Weishi (-12.10%) [1]. - **Real Estate**: -3.17%, transaction value 252.56 billion yuan, up 13.91%, led by Electronic City (-9.86%) [1]. - **Commerce & Retail**: -3.57%, transaction value 38.87 billion yuan, up 81.17%, led by Nanjing Business Travel [2]. - **Social Services**: -3.73%, transaction value 151.27 billion yuan, up 0.36%, led by Yunnan Tourism (-10.01%) [2]. - **Computers**: -3.74%, transaction value 1,426.22 billion yuan, up 34.17%, led by ST Chuangyi (-19.97%) [2].

Core Viewpoint - Zhixin Electronics (837212) experienced a significant increase of 12.64% in its stock price, with a trading volume turnover rate of 25.83% and a total transaction amount of 255 million yuan, indicating strong market activity and interest in the stock [2] Trading Activity - The stock was listed on the North Exchange due to its daily turnover rate reaching 25.83%, with a total net sell of 8.6164 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction amount of 52.1949 million yuan, with a buying amount of 21.7893 million yuan and a selling amount of 30.4057 million yuan, resulting in a net sell of 8.6164 million yuan [2] Brokerage Details - The largest buying brokerage was Dongfang Caifu Securities, Lhasa Financial City South Ring Road branch, with a buying amount of 5.2334 million yuan, while the largest selling brokerage was Guotai Haitong Securities, Henan Luoyang Changxing Street branch, with a selling amount of 5.3842 million yuan [2] - Detailed trading data shows that the top five buying brokerages had significant buying amounts, with the second largest being Dongfang Caifu Securities, Lhasa Tuanjie Road branch at 4.5644 million yuan, and the third being Shanghai Securities, Ningbo Beilun Xindalu branch at 3.6639 million yuan [2]