华胜天成8月28日披露半年报，公司上半年实现营业收入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，上年同期亏损2.47亿元；基本每股收益0.13元/股。 ...

Section I Definitions [Definitions of Common Terms](index=4&type=section&id=%E5%B8%B8%E7%94%A8%E8%AF%8D%E8%AF%AD%E9%87%8A%E4%B9%89) This chapter defines common terms used in the report, including company names, subsidiaries, associates, and key technical terms like cloud computing and big data, ensuring accurate interpretation - The terms "Company", "this Company", and "Teamsun" all refer to Beijing Teamsun Technology Co., Ltd[14](index=14&type=chunk) - Cloud computing is defined as a service-delivery model for IT hardware, software, and infrastructure resources centered on computing and storage, characterized by hyperscale, virtualization, reliability, and security[14](index=14&type=chunk) - Big data is defined as a collection of data that cannot be captured, managed, or processed within an acceptable timeframe using conventional software tools[14](index=14&type=chunk) Section II Company Profile and Key Financial Indicators [1. Company Information](index=4&type=section&id=%E4%B8%80%E3%80%81%E5%85%AC%E5%8F%B8%E4%BF%A1%E6%81%AF) This section provides the company's basic registration information, including its Chinese name, abbreviation, foreign name, legal representative, registered address, and office address, offering investors essential identification details - The company's Chinese name is Beijing Teamsun Technology Co., Ltd., abbreviated as Teamsun[13](index=13&type=chunk) - The company's legal representative is Wang Weihang[15](index=15&type=chunk) - The company's registered and office addresses are both located at Building 23, East District, Courtyard 10, Xibeiwang East Road, Haidian District, Beijing[17](index=17&type=chunk) [2. Contact Persons and Information](index=5&type=section&id=%E4%BA%8C%E3%80%81%E8%81%94%E7%B3%BB%E4%BA%BA%E5%92%8C%E8%81%94%E7%B3%BB%E6%96%B9%E5%BC%8F) This section provides contact information for the company's Board Secretary and Securities Affairs Representative, including names, addresses, phone numbers, faxes, and email addresses, facilitating investor inquiries and communication - The Board Secretary is Zhang Liang, and the Securities Affairs Representative is Li Qianru[16](index=16&type=chunk) - Contact phone number is 010-80986118, and email is securities@teamsun.com.cn[16](index=16&type=chunk) [3. Overview of Changes in Basic Information](index=5&type=section&id=%E4%B8%89%E3%80%81%E5%9F%BA%E6%9C%AC%E6%83%85%E5%86%B5%E5%8F%98%E6%9B%B4%E7%AE%80%E4%BB%8B) During the reporting period, the company's registered address remained unchanged, and basic information such as office address, website, and email remained stable - The company's registered address remained unchanged during the reporting period[17](index=17&type=chunk) - The company's website is http://www.teamsun.com.cn, and email is securities@teamsun.com.cn[17](index=17&type=chunk) [4. Overview of Changes in Information Disclosure and Document Custody Locations](index=5&type=section&id=%E5%9B%9B%E3%80%81%E4%BF%A1%E6%81%AF%E6%8A%AB%E9%9C%B2%E5%8F%8A%E5%A4%87%E7%BD%AE%E5%9C%B0%E7%82%B9%E5%8F%98%E6%9B%B4%E6%83%85%E5%86%B5%E7%AE%80%E4%BB%8B) The company designates Shanghai Securities News and China Securities Journal for information disclosure, publishes its semi-annual report on the Shanghai Stock Exchange website, and keeps it available at the company's securities department, with no changes during the reporting period - The designated information disclosure newspapers are Shanghai Securities News and China Securities Journal[18](index=18&type=chunk) - The website for publishing the semi-annual report is www.sse.com.cn[18](index=18&type=chunk) - The company's semi-annual report is available at the Securities Department of Beijing Teamsun Technology Co., Ltd[18](index=18&type=chunk) [5. Company Stock Overview](index=5&type=section&id=%E4%BA%94%E3%80%81%E5%85%AC%E5%8F%B8%E8%82%A1%E7%A5%A8%E7%AE%80%E5%86%B5) The company's A-shares are listed on the Shanghai Stock Exchange, with stock abbreviation "Teamsun" and stock code 600410; the stock abbreviation remained unchanged during the reporting period - The company's stock type is A-shares, listed on the Shanghai Stock Exchange[19](index=19&type=chunk) - Stock abbreviation is "Teamsun", stock code is 600410[19](index=19&type=chunk) [7. Key Accounting Data and Financial Indicators](index=5&type=section&id=%E4%B8%83%E3%80%81%E5%85%AC%E5%8F%B8%E4%B8%BB%E8%A6%81%E4%BC%9A%E8%AE%A1%E6%95%B0%E6%8D%AE%E5%92%8C%E8%B4%A2%E5%8A%A1%E6%8C%87%E6%A0%87) In the first half of 2025, the company's operating revenue grew by 5.11%, and net profit attributable to the parent company achieved significant growth, primarily due to increased revenue from intelligent computing projects and government information technology innovation businesses, as well as fair value changes in trading financial assets Key Accounting Data | Key Accounting Data | Current Period (Jan-Jun) (CNY) | Prior Year Period (CNY) | YoY Change (%) | | :--- | :--- | :--- | :--- | | Operating Revenue | 2.26 billion | 2.15 billion | 5.11 | | Total Profit | 208.83 million | -256.53 million | N/A | | Net Profit Attributable to Shareholders of Listed Company | 139.78 million | -246.97 million | N/A | | Net Cash Flow from Operating Activities | -193.04 million | 183.98 million | -204.92 | | Net Assets Attributable to Shareholders of Listed Company | 4.54 billion | 4.41 billion | 3.07 | | Total Assets | 9.15 billion | 8.74 billion | 4.77 | Key Financial Indicators | Key Financial Indicators | Current Period (Jan-Jun) | Prior Year Period | YoY Change (%) | | :--- | :--- | :--- | :--- | | Basic EPS (CNY/share) | 0.13 | -0.23 | N/A | | Basic EPS After Non-recurring Gains/Losses (CNY/share) | -0.08 | -0.11 | N/A | | Weighted Average ROE (%) | 3.13 | -5.89 | Increase of 9.02 percentage points | | Weighted Average ROE After Non-recurring Gains/Losses (%) | -1.86 | -2.75 | Increase of 0.89 percentage points | - Operating revenue increased by **5.11%**, primarily from intelligent computing projects and government information technology innovation businesses[23](index=23&type=chunk) - Net profit attributable to parent company significantly increased, mainly due to substantial fair value changes in **Telink Semiconductor shares** held[23](index=23&type=chunk) - Net cash flow from operating activities decreased, mainly due to increased prepayments for purchases[24](index=24&type=chunk) [9. Non-recurring Gains and Losses Items and Amounts](index=6&type=section&id=%E4%B9%9D%E3%80%81%E9%9D%9E%E7%BB%8F%E5%B8%B8%E6%80%A7%E6%8D%9F%E7%9B%8A%E9%A1%B9%E7%9B%AE%E5%92%8C%E9%87%91%E9%A2%9D) Total non-recurring gains and losses for the current period amounted to CNY 223 million, primarily from fair value changes in trading financial assets, which had a significant positive impact on the company's net profit 2025 Semi-Annual Non-recurring Gains and Losses Items and Amounts | Non-recurring Gains and Losses Item | Amount (CNY) | | :--- | :--- | | Gains/Losses on Disposal of Non-current Assets | -6,543.28 | | Government Subsidies Recognized in Current P&L | 120,458.86 | | Gains/Losses from Fair Value Changes and Disposal of Financial Assets and Liabilities (Excluding Hedging) | 270,782,554.04 | | Other Non-operating Income and Expenses | 66,256.71 | | Less: Income Tax Impact | 38,828,762.84 | | Minority Interest Impact (After Tax) | 9,044,858.28 | | Total | 223,089,105.21 | - Total non-recurring gains and losses amounted to **CNY 223.09 million**, primarily contributed by fair value changes in trading financial assets[27](index=27&type=chunk) Section III Management Discussion and Analysis [1. Industry and Main Business Overview During the Reporting Period](index=7&type=section&id=%E4%B8%80%E

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]

Market Overview - On August 27, the Shanghai Composite Index fell by 1.76%, the Shenzhen Component Index decreased by 1.43%, and the ChiNext Index dropped by 0.69% [2] - A total of 55 stocks appeared on the "Dragon and Tiger List" due to unusual trading activity, with the highest net inflow of funds into Yanshan Technology (002195.SZ) amounting to 489 million yuan [2][4] Stock Performance - Yanshan Technology saw a closing price increase of 10.08% with a turnover rate of 21.04%, and it accounted for 5.76% of the total trading volume [4] - The stock with the highest net outflow was Huasheng Tiancheng (600410.SH), which experienced a net sell-off of 322 million yuan and closed down by 4.1% with a turnover rate of 44.33% [6][10] Institutional Activity - On the same day, institutions were involved in 25 stocks on the Dragon and Tiger List, with a total net sell-off of 662 million yuan, net buying 11 stocks and net selling 14 stocks [6][8] - The stock with the highest net buying by institutions was Bubugao (002251.SZ), which closed up by 9.96% and had a turnover rate of 23.74% [7] Northbound Capital - Northbound capital participated in 20 stocks on the Dragon and Tiger List, with a total net inflow of 341 million yuan, including a net buy of 17.44 million yuan from the Shanghai Stock Connect and 324 million yuan from the Shenzhen Stock Connect [9][10] - Yanshan Technology also had the highest net buying from northbound capital, amounting to 232 million yuan, while Huasheng Tiancheng had the highest net selling at 250 million yuan [10] Divergence in Buying and Selling - There were instances of divergence between institutional and northbound capital activities, with both groups net buying Bubugao and Longyang Electronics, while both net sold Wantong Development [13][15] - Specific stocks like Hongjing Technology and Yuekang Pharmaceuticals showed differing trends, with institutions net selling while northbound capital net bought [13]

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%。 ...