据证券之星公开数据整理，近期闻泰科技（600745）发布2025年中报。根据财报显示，闻泰科技净利润 同比增长237.36%，商誉占比较高。截至本报告期末，公司营业总收入253.41亿元，同比下降24.56%， 归母净利润4.74亿元，同比上升237.36%。按单季度数据看，第二季度营业总收入122.42亿元，同比下 降29.41%，第二季度归母净利润2.12亿元，同比上升7215.97%。 本次财报公布的各项数据指标表现一般。其中，毛利率13.75%，同比增45.26%，净利率1.85%，同比增 304.08%，销售费用、管理费用、财务费用总计16.54亿元，三费占营收比6.53%，同比增46.09%，每股 净资产26.59元，同比减7.27%，每股经营性现金流3.42元，同比增61.05%，每股收益0.38元，同比增 245.45% 证券之星价投圈财报分析工具显示： 分析师工具显示：证券研究员普遍预期2025年业绩在18.61亿元，每股收益均值在1.5元。 该公司被1位明星基金经理持有，该明星基金经理最近还加仓了，持有该公司的最受关注的基金经理是 易方达基金的杨宗昌，在2024年的证星公募基金经理顶投榜中 ...

根据统计，闻泰科技2025年5月31日至2025年6月30日，主力资金净流出3.98亿元，游资资金净流出 4026.18万元，散户资金净流入4.38亿元。 | 统计截止日 | 区间股价涨跌幅 股东户数 | | 増减 | | | 増减比例｜户均持股市值（元）｜户均持股数（股） | | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-06-30 | -1.27% | 151782 | 2004 | 1.34% | | 27.49万 | 8199.78 | | 2025-05-31 | -2.05% | 149778 | -5015 | -3.24% | | 28.22万 | 8309.49 | | 2025-04-30 | 6.41% | 154793 | -7115 | -4.39% | | 27.88万 | 8040.28 | | 2025-03-31 | -5.97% | 161908 | -3864 | -2.33% | | 25.04万 | 7686.95 | | 2025-02-28 | 2.94% | 165772 -11793 | ...

（记者 张喜威） 每经头条（nbdtoutiao）——近120个品牌、1600辆车逐鹿西南！下半年国内首个A级车展开幕：新能 源"第三极"将改写车市格局 每经AI快讯，闻泰科技（SH 600745，收盘价：43.43元）8月30日发布半年度业绩报告称，2025年上半 年营业收入约253.41亿元，同比减少24.56%；归属于上市公司股东的净利润约4.74亿元，同比增加 237.36%；基本每股收益0.38元，同比增加245.45%。 ...

智通财经APP讯，闻泰科技(600745.SH)发布2025年半年度报告，报告期内，公司实现营业收入253.41亿 元，同比下降24.56%。实现归属于上市公司股东的净利润4.74亿元，同比增长237.36%。实现归属于上 市公司股东的扣除非经常性损益的净利润3.35亿元。基本每股收益0.38元。 （原标题：闻泰科技(600745.SH)发布上半年业绩，归母净利润4.74亿元，同比增长237.36%） ...

8月29日，闻泰科技发布2025年H1业绩报告称，上半年营收为253.41亿元，同比下降24.56%；归属于上市公司股东的净利润为4.74亿元，同比增长 237.36%；扣除非经常性损益后的净利润为3.35亿元，同比扭亏为盈。 其中，半导体业务实现营业收入 78.25 亿元，同比增长 11.23%，业务毛利率37.89%，实现净利润 12.61 亿元，同比增长 17.05%。第二季度收入与利 润环比实现增长，第一季度和第二季度分别实现营业收入为 37.11 亿元、41.14 亿元，净利润分别为 5.78 亿元、6.83 亿元。 财报披露，公司在各个细分领域均处于全球领先，其中小信号二极管和晶体管出货量全球第一、逻辑IC 全球第二、ESD 保护器件全球第一、小信 号 MOSFET 全球排名第一、车规级Power MOS全球排名第二。 截至上半年末，闻泰科技总资产为660.26亿元，同比下降11.94%；归属于上市公司股东的净资产为326.43亿元，同比增长0.8%。 | | | | 中山: 九 川T: 八川村 | | --- | --- | --- | --- | | 主要会计数据 | 本报告期 | 上年同期 ...

Major Events - SMIC is planning to issue A-shares to acquire minority stakes in its subsidiary, with stock suspension starting from September 1, 2025, for up to 10 trading days. The transaction is not expected to constitute a major asset restructuring but is classified as a related party transaction [4] - China Shipbuilding Industry Corporation's A-shares will be delisted on September 5, 2025, with a conversion ratio of 1:0.1339 to China Shipbuilding's A-shares [5] - Kweichow Moutai has completed a share buyback of 3.9276 million shares, totaling 6 billion yuan, which will be used for capital reduction [6][7] Performance Overview - BYD reported a net profit of 15.511 billion yuan for the first half of 2025, a year-on-year increase of 13.79%, with revenue of 371.281 billion yuan, up 23.30% [8] - Wingtech Technology's net profit for the first half of 2025 was 474 million yuan, a significant increase of 237.36%, despite a revenue decline of 24.56% [9] - Pianzaihuang's net profit decreased by 16.22% to 1.442 billion yuan, with revenue down 4.81% [10] - Shanshan reported a net profit of 207 million yuan, up 1079.59%, with revenue growth of 11.78% [11] - China Rare Earth achieved a net profit of 162 million yuan, reversing a loss from the previous year, with revenue growth of 62.38% [12] - China Shipbuilding reported a net profit of 2.946 billion yuan, up 108.59%, with revenue growth of 11.96% [13] - Guotai Junan's net profit surged by 213.74% to 15.737 billion yuan, with revenue growth of 77.71% [15] - China Shenhua's net profit decreased by 12% to 24.641 billion yuan, with revenue down 18.3% [16] - Lattice Semiconductor's net profit increased by 95.41% to 1.159 billion yuan, with revenue growth of 58.17% [17] - Guotou Zhonglu reported a net profit of 25.08 million yuan, up 2149.03%, with revenue growth of 39.68% [18] - Jianfeng Group's net profit increased by 1196.93% to 618 million yuan, despite a revenue decline of 4.42% [19] - OmniVision's net profit for the first half of 2025 was 2.028 billion yuan, up 48.34%, with revenue growth of 15.42% [20] - Haili's net profit increased by 694% to 33.3546 million yuan, with revenue growth of 13.16% [21] - Huaxia Airlines reported a net profit of 251 million yuan, up 859%, with revenue growth of 12.41% [22] - BeiGene turned a profit with a net profit of 450 million yuan, compared to a loss of 287.7 million yuan in the previous year, with revenue growth of 46.03% [24] - China Merchants Bank's net profit was 74.93 billion yuan, a slight increase of 0.25%, with a revenue decline of 1.73% [25] - Agricultural Bank of China reported a net profit of 139.51 billion yuan, up 2.7%, with revenue growth of 0.7% [26] - Bank of China reported a net profit of 117.591 billion yuan, with revenue growth compared to the previous year [27] - Industrial and Commercial Bank of China reported a net profit of 168.103 billion yuan, with slight revenue growth [28] - Bank of Communications reported a net profit of 46.016 billion yuan, up 1.61%, with revenue growth of 0.72% [29] - China Construction Bank's net profit was 162.076 billion yuan, a decrease of 1.37%, with revenue growth of 2.95% [30]

Company Announcements - SMIC plans to issue A-shares to acquire minority stakes in its subsidiary, SMIC North, leading to a temporary suspension of its stock trading for up to 10 trading days [1] - Huasheng Tiancheng's director and supervisor plan to reduce their holdings by up to 0.9984% of the total shares [2] - BYD reported a net profit of 15.51 billion yuan for the first half of the year, a year-on-year increase of 13.79% [2] - Changfei Fiber's net profit for the first half of the year was 296 million yuan, down 21.71% year-on-year [2] - Jia Yuan Technology plans to invest 500 million yuan to acquire part of the equity in Endatong, focusing on the optical module industry [1][17] - Guizhou Moutai completed the repurchase of 3.9276 million shares [1][19] Financial Performance - CEC reported a net profit of 24.641 billion yuan for the first half of the year, a decrease of 12% year-on-year [5] - Longjiang Power achieved a net profit of 13.056 billion yuan, up 14.86% year-on-year [8] - China Rare Earth reported a net profit of 162 million yuan, turning from a loss of 244 million yuan in the previous year [9] - Huayi Brothers' net profit increased by 48.34% to 2.028 billion yuan [6] - Wealth Trend's net profit grew by 6.61% year-on-year [24] Mergers and Acquisitions - Tailin Micro plans to acquire 100% of Panqi Micro's equity through a combination of cash and stock issuance [4] - Aishen Medical announced the acquisition of partial equity in three medical institutions for a total of 105 million yuan [18] Stock Movements - Guizhou Moutai's controlling shareholder plans to increase its stake by 3 to 3.3 billion yuan [15] - Ganfeng Lithium plans to invest 4 billion yuan to build a new lithium-ion battery manufacturing base [16] Market Developments - China National Offshore Oil Corporation won a bid for a project in Qatar worth approximately 4 billion USD [14] - Aishen Medical's acquisition of equity in medical institutions aims to enhance its service coverage and operational efficiency [18]

Growth - Huayin Power reported a net profit of 207 million yuan for the first half of the year, a year-on-year increase of 4146.80% [1] - Guotou Zhonglu achieved a net profit of 25.08 million yuan, up 2149.03% year-on-year [1] - Jianfeng Group's net profit reached 618 million yuan, reflecting a year-on-year growth of 1196.93% [1] - Haixiang New Materials reported a net profit of 64.95 million yuan, with a year-on-year increase of 1099.05% [1] - Shanshan Co. posted a net profit of 207 million yuan, up 1079.59% year-on-year [1] - Huaxia Airlines achieved a net profit of 251 million yuan, a year-on-year increase of 858.95% [1] - Haitan Ruisheng reported a net profit of 3.80 million yuan, reflecting a year-on-year growth of 813.65% [1] - Wentai Technology's net profit was 474 million yuan, up 237.36% year-on-year [1] - ST Yigou reported a net profit of 48.69 million yuan, a year-on-year increase of 230.03% [1] - Youyan New Materials achieved a net profit of 130 million yuan, reflecting a year-on-year growth of 218.47% [1] - Guotai Haitong reported a net profit of 15.737 billion yuan, up 213.74% year-on-year [1] - Batian Co. posted a net profit of 456 million yuan, reflecting a year-on-year increase of 203.71% [1] - Changjiang Securities achieved a net profit of 1.737 billion yuan, up 120.76% year-on-year [1] - China Shipbuilding reported a net profit of 2.946 billion yuan, reflecting a year-on-year growth of 108.59% [1] - Shenwan Hongyuan posted a net profit of 4.284 billion yuan, up 101.32% year-on-year [1] - Zhongwei Semiconductor reported a net profit of 86.47 million yuan, reflecting a year-on-year increase of 100.99% [1] - Lankai Technology achieved a net profit of 1.159 billion yuan, up 95.41% year-on-year [1] - CICC reported a net profit of 4.33 billion yuan, reflecting a year-on-year growth of 94.35% [1] - TCL Technology posted a net profit of 1.883 billion yuan, up 89.26% year-on-year [1] - Guoxin Securities achieved a net profit of 5.367 billion yuan, reflecting a year-on-year increase of 71% [1] - Haowei Group reported a net profit of 2.028 billion yuan, up 48.34% year-on-year [1] - GF Securities posted a net profit of 6.47 billion yuan, reflecting a year-on-year growth of 48.31% [1] - Huatai Securities achieved a net profit of 7.549 billion yuan, up 42.16% year-on-year [1] - Lingyi Manufacturing reported a net profit of 930 million yuan, reflecting a year-on-year increase of 35.94% [1] - Guoxuan High-Tech achieved a net profit of 367 million yuan, up 35.22% year-on-year [1] - Zoomlion reported a net profit of 2.765 billion yuan, reflecting a year-on-year growth of 20.84% [1] - Yunnan Baiyao posted a net profit of 3.633 billion yuan, up 13.93% year-on-year [1] - BYD achieved a net profit of 15.511 billion yuan, reflecting a year-on-year increase of 13.79% [1] Decline and Loss - Agricultural Bank reported a net profit of 139.51 billion yuan, a year-on-year increase of 2.7% [2] - Gujing Gongjiu achieved a net profit of 3.662 billion yuan, up 2.49% year-on-year [2] - Bank of Communications reported a net profit of 46.016 billion yuan, reflecting a year-on-year increase of 1.61% [2] - Postal Savings Bank achieved a net profit of 49.228 billion yuan, up 0.85% year-on-year [2] - China Rare Earth reported a net profit of 16.2 million yuan, turning from loss to profit [2] - New Hope achieved a net profit of 75.5 million yuan, turning from loss to profit [2] - BeiGene reported a net profit of 450 million yuan, turning from loss to profit [2] - Shenghe Resources achieved a net profit of 37.7 million yuan, turning from loss to profit [2] - China Great Wall reported a net profit of 13.8 million yuan, turning from loss to profit [2] - Tianqi Lithium reported a net profit of 8.441 million yuan, turning from loss to profit [2] - Yunda Holdings reported a net profit of 52.9 million yuan, a year-on-year decline of 49.19% [2] - Magmi Te reported a net profit of 17.4 million yuan, down 44.82% year-on-year [2] - Youa Holdings reported a net profit of 5.348 million yuan, down 45.61% year-on-year [2] - Yanzhou Coal reported a net profit of 4.652 billion yuan, down 38.53% year-on-year [2] - Changfei Optical Fiber reported a net profit of 296 million yuan, down 21.71% year-on-year [2] - Pianzaihuang reported a net profit of 1.442 billion yuan, down 16.22% year-on-year [2] - China Shenhua reported a net profit of 246.41 billion yuan, down 12% year-on-year [2] - China Railway reported a net profit of 118.27 billion yuan, down 17.17% year-on-year [2] - Luzhou Laojiao reported a net profit of 766.3 million yuan, down 4.54% year-on-year [2] - Industrial and Commercial Bank reported a net profit of 168.103 billion yuan, down 1.4% year-on-year [2] - China Construction Bank reported a net profit of 162.076 billion yuan, down 1.37% year-on-year [2] - Jingwang Electronics reported a net profit of 64.9 million yuan, down 1.06% year-on-year [2] - Bank of China reported a net profit of 117.591 billion yuan, down 0.85% year-on-year [2] - Beijing-Shanghai High-Speed Railway reported a net profit of 6.316 billion yuan, down 0.64% year-on-year [2] - Baike Biotechnology reported a net loss of 73.5734 million yuan, turning from profit to loss [2] - ST Xintong reported a net loss of 95.1607 million yuan, turning from profit to loss [2] - Gemdale Group reported a net loss of 3.701 billion yuan [2] - China Eastern Airlines reported a net loss of 1.431 billion yuan [2] Additional Losses - Garden Holdings reported a net loss of 74.4346 million yuan [3] - Wantong Development reported a net loss of 28.0411 million yuan [3]

此外，公司进一步提升产能弹性，上海临港（600848）12英寸晶圆厂已于2024年底导入车规级量产，未 来将增强在中国市场的供应链自主可控能力。 值得注意的是，闻泰科技发力AI与新能源，新品量产与导入进展顺利。报告期内，公司半导体业务积 极投入研发，推出众多新产品，有力支撑了在AI数据中心、新能源汽车、消费电子等领域的应用。 8月29日晚，闻泰科技（600745）披露半年报，2025年上半年，公司实现营业收入253.41亿元，实现归 母净利润4.74亿元，同比增长237.36%。报告期内，公司半导体业务在产品销售、新产品研发及经营管 理优化等方面表现突出。2025年第一季度公司出货量创近三年新高，第二季度在此基础上继续实现环比 增长。 财报显示，2025年上半年，公司半导体业务营收78.25亿元，同比增长11.23%，业务毛利率37.89%，净 利润12.61亿元，同比增长17.05%。从当前在手订单来看，下半年收入有望实现进一步增长。 闻泰科技坚持全球化布局，2025年上半年中国区收入同比增长超过20%，第二季度环比增长逾14%，汽 车、工业及消费领域均强劲增长。美洲及亚太地区(不含中国)实现中高个位数稳健 ...

研发方面，公司半导体业务积极投入研发，推出众多新产品，有力支撑了在AI数据中心、新能源汽 车、消费电子等领域的应用。 在AI方面，公司面向AI数据中心及服务器电源的收入快速增长，AI服务器相关出货量同比增长30%至 40%。公司MOSFET、保护器件成功进入全球头部AI服务器厂商供应链；1200V SiC产品适用于高功率 AI服务器等应用；48V热插拔模拟芯片已送样北美核心云及XPU供应商，与MOS、BJT、TVS等器件打 造一站式热插拔整体解决方案。 本报讯(记者李万晨曦)8月29日晚，功率半导体龙头闻泰科技（600745）股份有限公司(以下简称"闻泰科 技")发布2025年半年报。公司上半年实现营收253.41亿元，归母净利润为4.74亿元，同比大增237.36%， 扣非净利润3.35亿元。公司以创新为驱动，以全球布局为支撑，坚定战略转型，在AI、新能源加速发展 的背景下，实现盈利水平大幅跃升。 报告期内，公司半导体业务在产品销售、新产品研发及经营管理优化等方面表现突出。 具体来看，在半导体业务领域，2025年上半年，公司营收78.25亿元，同比增长11.23%，净利润12.61亿 元，同比增长17.05 ...