北京华胜天成科技股份有限公司2025 年半年度报告 公司代码：600410 公司简称：华胜天成 北京华胜天成科技股份有限公司 2025 年半年度报告 1 / 203 北京华胜天成科技股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人王维航 、主管会计工作负责人张秉霞及会计机构负责人（会计主管人员）张雅 楠声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本公司2025年半年度报告涉及的未来计划等陈述，该计划不构成公司对投资者的实质承诺，请投 资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 ...

证券代码：600410 证券简称：华胜天成 公告编号：2025-034 北京华胜天成科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： （https://www.cs.com.cn/roadshow/） 会议召开方式：网络在线互动 投资者可于 2025 年 9 月 9 日(星期二)16:00 前登录中证路演中心，进入 问题征集专题页面，根据活动时间，选中本次活动或通过投资者关系邮箱 (securities@teamsun.com.cn)向公司提问，公司将在说明会上对投资者普 遍关注的问题进行回答。 北京华胜天成科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 29 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 9 月 10 日下午 15:00-16:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 本次业绩说 ...

Core Insights - The company reported a revenue of 2.262 billion yuan for the first half of 2025, representing a year-on-year growth of 5.11% [1] - The net profit for the same period was 140 million yuan, a significant turnaround from a net loss of 247 million yuan in the previous year [1]

人民财讯8月28日电，华胜天成（600410）8月28日晚间披露半年报，2025年上半年，公司实现营业收入 22.62亿元，同比增长5.11%；归属于上市公司股东的净利润1.4亿元，同比扭亏为盈；基本每股收益0.13 元。本报告期内公司营业收入较上年同期增长，主要来自于智算项目以及政府信创业务收入的增长。归 属于上市公司股东的净利润较上年同期显著增加，主要由于公司持有的交易性金融资产泰凌微股票因本 期末股价较期初大幅上升，导致公司确认较大的公允价值变动收益。 ...

Market Overview - On August 27, A-shares experienced a collective decline, with the Shanghai Composite Index falling by 1.76%, the Shenzhen Component Index by 1.43%, and the ChiNext Index by 0.69% [1] - The total trading volume reached 3.17 trillion yuan, marking the second-highest in history [1] - Over 4,700 stocks declined, while only 633 stocks rose, with 47 stocks hitting the daily limit up [1] - The CPO and rare earth sectors showed resilience amid the market downturn [1] Hot Stocks - The top ten popular stocks included: - Yanshan Technology, Northern Rare Earth, Tianrongxin, Cambrian-U, Huasheng Tiancai, Lingyi Zhi Zao, Jishi Media, Tuo Wei Information, Bubugao, and Qiming Information [2] - The popularity ranking is based on a comprehensive calculation of individual stock attention across core platforms, with a maximum heat value of 10 [2] Key Factors Influencing Stock Prices - **Yanshan Technology**: The stock price surged due to a significant increase in performance, with a 81.51% year-on-year growth in net profit and a 31.11% increase in internet business revenue. The stock was also supported by speculative trading and a net inflow of 2.32 billion yuan from northbound funds [3] - **Northern Rare Earth**: The stock price skyrocketed due to a 1951.52% year-on-year increase in net profit, driven by rising prices and demand for rare earth products. The implementation of the new rare earth management regulations has strengthened the pricing power of leading companies [3] - **Tianrongxin**: The strong performance was attributed to breakthroughs in strategic areas, including the commercialization of its intelligent computing cloud business, which generated 102 million yuan in revenue [4] - **Cambrian-U**: The stock benefited from the explosive demand for domestic AI chips, with a staggering 4347.82% year-on-year increase in revenue and a net profit of 1.038 billion yuan [4] - **Huasheng Tiancai**: The stock price rose due to multiple hot concepts, including its role as a core partner in Huawei's ecosystem and a projected 148%-173% increase in mid-year earnings [5] - **Lingyi Zhi Zao**: The stock's rise was driven by strategic acquisitions and alignment with market trends, including a projected 31%-67% increase in net profit [6] - **Jishi Media**: The stock gained attention due to multiple hot concepts and business transformation expectations, including a significant project win worth over 2 billion yuan [6] - **Tuo Wei Information**: The stock's performance was influenced by its deep involvement in key areas such as AI and the HarmonyOS, with a 2262.83% year-on-year increase in net profit [7] - **Bubugao**: The stock benefited from successful judicial restructuring and a significant reduction in debt levels, with an 11.14% year-on-year revenue increase [7] - **Qiming Information**: The stock's performance was supported by its role in smart connected vehicle services and a 16.97% year-on-year reduction in losses [7]

- The report does not contain any quantitative models or factors for analysis

Market Overview - The market saw significant movements with several stocks hitting their daily limits, including Jingtu Qidian, Dongtianwei, and Huayuan Pharmaceutical, all achieving a 20% increase [1][2][3] - The overall market sentiment is mixed, with some stocks experiencing sharp declines, such as Wanfang Development and Chuanrun Shares, both hitting their lower limits [2][3] Key Stocks - **Yanshan Technology**: Reported a 10.07% increase, closing at 7.32, with a trading volume of 84.95 million and a turnover rate of 21.04% [3][5] - **Maigemi**: Achieved a 10% increase, closing at 86.03, with a trading volume of 28.17 million and a turnover rate of 7.26% [9][11] - **Tianrongxin**: Closed at 12.38, up 10.04%, with a trading volume of 45.50 million and a turnover rate of 33.56% [11][12] Trading Activity - The top net buying stocks on the day included Yanshan Technology, Maigemi, and Tianrongxin, with net purchases of 4.89 billion, 4.73 billion, and 2.47 billion respectively [3][4] - Conversely, the top net selling stocks included Huasheng Tiancai, Zhongdian Xindong, and Chuanrun Shares, with net sales of 3.22 billion, 2.41 billion, and 2.21 billion respectively [4][6] Institutional Activity - Institutional buying was notable in stocks like Bubu Gao and Yuyin Shares, with net purchases of 1.13 billion and 810.69 million respectively [14][15] - On the selling side, Wanfang Development and Zhongdian Xindong saw significant institutional net sales of 2.59 billion and 2.39 billion respectively [15][16] Sector Performance - The technology sector showed strong performance with multiple stocks achieving significant gains, particularly in AI and cloud computing [2][3] - Conversely, the agricultural sector faced challenges, with stocks like Wanfang Development and Chuanrun Shares experiencing sharp declines [2][3]

4.89亿元资金抢筹岩山科技，3.22亿元资金出逃华胜天成 55只上榜的龙虎榜个股中，25只个股被净买入，30只个股被净卖出。其中，资金净买入最多的是岩山科 技，达4.89亿元，占总成交金额的5.76%。岩山科技当日收盘上涨10.08%，换手率为21.04%。 | 名称 | 涨跌幅 | 戊席榜净买 | 净买额占 | 换手率 | | | --- | --- | --- | --- | --- | --- | | | | 额(万元 | 总成交比 | | | | 岩山科技 | 10.08% | 48938 | 5.76% | 21.04% | 上海资金买入,成功 | | | | | | | 率52.63% | | 麦格米特 | 10% | 47297 | 16.79% | 7.26% | 买一主买,成功率3 | | | | | | | 8.05% | | 天融信 | 10.04% | 24744 | 5.44% | 33.56% | 1家机构买入,成功 | | | | | | | 率26.48% | | 剑桥科技 | 10% | 20621 | 59.49% | 1.47% | 买一主买,成功率5 | | | | ...

华胜天成(600410)今日下跌4.10%，全天换手率44.33%，成交额122.65亿元，振幅12.11%。龙虎榜数据 显示，沪股通净卖出2.50亿元，营业部席位合计净卖出7241.99万元。 上交所公开信息显示，当日该股因日换手率达44.33%上榜，沪股通净卖出2.50亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交20.52亿元，其中，买入成交额为8.65亿 元，卖出成交额为11.87亿元，合计净卖出3.22亿元。 具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第一大卖出营业部，买入金额为2.48亿 元，卖出金额为4.98亿元，合计净卖出2.50亿元。 近半年该股累计上榜龙虎榜18次，上榜次日股价平均涨3.41%，上榜后5日平均涨16.08%。 资金流向方面，今日该股主力资金净流出16.97亿元，其中，特大单净流出10.94亿元，大单资金净流出 6.03亿元。近5日主力资金净流出11.52亿元。 融资融券数据显示，该股最新（8月26日）两融余额为15.76亿元，其中，融资余额为15.74亿元，融券余 额为112.55万元。近5日融资余额合计增加2.70亿元，增幅为20.67%。 ...

Group 1 - The stock of Huasheng Tiancheng (600410.SH) experienced a decline of 4.1% after two consecutive trading days of hitting the upper limit [1] - The turnover rate was reported at 44.33%, with a total transaction amount of 12.265 billion [1] - The Northbound trading data indicated a net sell of 250 million, with purchases amounting to 248 million and sales reaching 498 million [1] Group 2 - The top five buying entities included the Northbound trading special account, which accounted for 2.02% of the total transaction with a purchase amount of 248.31 million [1] - Other notable buying entities included China Galaxy Securities and Ping An Securities, with purchase amounts of 226.45 million and 142.95 million respectively [1] - The total buying amount from the top five entities was 864.77 million, representing 7.05% of the total transaction [2]