情牵两世

“三连板”楚天龙半年亏超6000万元亏损同比扩大_我的网站

刘銮雄太太第三胎

一 | K图 003040_0 　　【导读】楚天龙上半年业绩亏损同比扩大　　8月25日晚间，近3个交易日收获“三连板”的楚天龙（证券代码003040）披露2026年半年度报告及终止定增事项公告。

File picture of US Capitol. Photo: VCG
The US Senate on Friday overwhelmingly approved a bill that would impose sanctions on buyers of Russian oil, a measure that had long been championed by the late senator Lindsey Graham before his death last month, CNBC reported. A Chinese expert criticized the legislation, warning that if implemented, the bill, driven largely by political motives aimed at catering to US domestic political correctness, could severely disrupt the already fragile global energy market and economy. He also noted that the bill is essentially a tool of political coercion, weaponizing tariffs and unilateral sanctions to hijack normal global energy trade and override sovereign economic choices of independent nations.
The legislation, named The Lindsey O. Graham Sanctioning Russia and Iran Act of 2026, aims to hurt Russia's war effort in Ukraine by penalizing purchasers of Russian oil and Russian leaders. It passed with bipartisan support 86-11 and will now proceed to the House, which is on recess until September, per CNBC.
The bill would impose tariffs of up to 100 percent on countries that are among the top five purchasers of Russian crude oil or gas, which includes China and India.
It also includes sanctions targeting Russian leaders, officials, targeting Russian leaders, oligarchs and financial institutions. At the request of US President Donald Trump, the bill extends sanctions on Iran's weapons and energy sectors, CNBC reported.
Notably, the bill's excessive tariff discretion has sparked fierce internal doubts within US political circles. Representatives Gregory Meeks of New York and Don Beyer of Virginia said in a statement they still had "fundamental concerns" about the tariff powers for the president, who has made them a central piece of his "America First" approach to foreign policy.
"What the bill does grant ... are sweeping new tariff authorities that the president could weaponize with abandon, as he has repeatedly done in the past," said Meeks, the top Democrat on the House Foreign Affairs Committee, and Beyer, the senior Democrat on the Joint Economic Committee, according to Reuters.
Chinese experts have strongly criticized the bill's politically driven nature, its economic coercion, and its severe spillover risks to the global economy.
The bill, aimed at putting pressure on Russia, would disrupt global energy markets and create new uncertainties for the world economy if implemented, Yang Jin, associate research fellow at the Institute of Russian, Eastern European and Central Asian Studies under the Chinese Academy of Social Sciences, told the Global Times.
Many economies retain legitimate, market-based energy cooperation with Russia out of practical economic and energy security needs. Russia's energy exports have long been a key component of the global energy system, with countries including India and some European nations continuing to rely on Russian oil and gas, said Yang, noting that even some European countries have received exemptions to maintain energy imports from Russia, underscoring the role of Russian supplies in supporting economic stability.
India's reliance on Russian crude increased further after the conflict in West Asia disrupted shipping through the Strait of Hormuz. With Gulf supplies affected during the US war on Iran, Indian refiners turned more heavily towards Russian oil as an alternative source, Indian media Hindustan Times reported on Saturday after US Senate passed the bill.
When asked about the bill on July 15, Lin Jian, spokesperson from China's Ministry of Foreign Affairs said that China firmly opposes unilateral sanctions that have no basis in international law or authorization of the UN Security Council, and will take necessary measures to firmly defend the legitimate rights and interests of Chinese businesses and citizens.
Practicing double standards and resorting to coercion and pressuring will eventually prove to be self-defeating, said Lin.
Yang further pointed out that the push for the bill, labeled after Lindsey Graham, who was known as one of the toughest Russia hawks in Washington, lays bare Washington's distorted domestic political logic.
The legislation, which represents another typical case of US hegemonic long-arm jurisdiction, is largely designed to ease US domestic governance pressure. As the Trump administration fails to deliver substantive progress in de-escalating the Russia-Ukraine conflict as promised, ramping up external sanctions and forcing third-party sovereign countries into abandoning normal economic and trade cooperation has become a convenient political tool for US politicians to showcase tough posturing and ease domestic pressure, Yang said.
。　　半年报显示，楚天龙上半年实现营收3.19亿元，同比下降30.21%；归母净利润亏损6212.42万元，上年同期亏损3976.88万元；扣非归母净利润亏损6568.50万元，上年同期亏损4132.86万元。　　分季度看，公司一季度净利润亏损约0.12亿元，二季度亏损约0.5亿元，环比持续恶化。　　分产品线来看，公司核心业务全线承压：嵌入式安全产品实现营收2.64亿元，占营业收入的82.72%，同比下降28.45%；智能硬件实现营收2108.96万元，同比下降53.20%；软件及服务实现营收912.25万元，同比下降72.47%。　　资料显示，楚天龙是一家专注于数字安全与数智服务综合解决方案提供商，公司产品与服务主要包括以智能卡、多形态数字人民币硬钱包、eSIM等为代表的嵌入式安全产品，以及面向行业应用的智能硬件、以智慧档案及社保“一卡通”平台为主要内容的软件及服务。　　对于业绩下滑，公司在半年报中表示，报告期内主营业务面临供需两端的双重经营压力。需求端，受市场竞争加剧影响，部分嵌入式安全产品价格及数量下降，导致营业收入同比下滑；供给端，全球半导体原材料价格持续上涨、晶圆制造及封装测试环节成本不断攀升，公司难以将产品降价压力向上游传导，致使营业成本降幅低于营业收入降幅，综合毛利率呈下降趋势。　　惨淡的经营业绩之下，楚天龙二级市场表现却极为强势。8月21日、8月24日、8月25日，公司股价连续3天涨停。截至8月25日收盘，公司股价报15.48元/股，总市值达71.38亿元。　　股价暴涨的背后，是数字人民币概念的热度升温。8月17日，央行宣布数字人民币运营机构扩容至30家，板块集体异动。8月25日，数字人民币概念股上涨2.42%，楚天龙领涨板块。不过，公司8月24日晚间发布的股票交易异常波动公告中明确提示：关注到近期市场对数字人民币关注度较高，近年来公司积极探索并推动数字人民币相关业务拓展，目前相关业务收入占公司营业收入的比重较小，未达5%，部分项目及产品的应用场景、市场规模仍存在不确定性。　　同日晚间，楚天龙发布公告称，终止2026年度向特定对象发行A股股票事项。回溯来看，公司于2026年2月9日召开第三届董事会第十二次会议，审议通过定增相关议案，预案于2月10日披露；2月26日召开的临时股东会审议通过相关授权议案。

二 | 　　根据预案，公司拟定增募资不超过7.6亿元，募资净额将用于创新应用安全产品研发及产业化项目、面向行业应用的智能硬件建设项目、数字化运营总部及研发升级建设项目及补充流动性资金。　　对于终止原因，公司表示自启动发行工作以来，董事会及管理层会同相关各方积极推进各项筹备工作，经与保荐机构及相关中介深入沟通，综合考量公司未来发展规划等情况，决定终止本次发行事项。该事项已于8月24日经第三届董事会第十五次会议审议通过。　　尽管业绩承压，公司在半年报中也披露了多项积极进展：上半年中标多家国有及股份制商业银行总行级项目，入围多地市第三代社保卡项目；eSIM等核心自研技术与产品获国内外行业组织及客户认证；报告期内投资设立新加坡子公司，持续开拓海外市场。（文章来源：中国基金报）。