深圳市共进电子股份有限公司（以下简称"公司"）于 2025 年 8 月 29 日召开 第五届董事会第十二次会议、第五届监事会第十一次会议，审议并通过了《关于 计提资产减值准备的议案》，现将相关情况公告如下： 关于计提资产减值准备的公告 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。 一、本次计提资产减值准备情况概述 根据《企业会计准则》及公司会计政策的相关规定，公司对截至 2025 年 6 月末合并报表范围内公司所属资产进行了减值测试，基于谨慎性原则，对可能发 生资产减值损失的相关资产计提减值准备，2025 年半年度计提资产减值准备金额 合计 60,312,939.06 元。具体明细如下： 单位：元 币种：人民币 | 项目 | 本次拟计提资产减值准备金额 | 备注 | | --- | --- | --- | | 信用减值损失 | 21,841,898.79 | 应收票据、应收账款、其他 应收款坏账损失 | | 资产减值损失 | 38,471,040.27 | 存货跌价损失及合同履约成 | | | | 本减值损失 | | 合计 | ...

证券代码：603118 证券简称：共进股份 公告编号：临 2025-033 深圳市共进电子股份有限公司 第五届监事会第十一次会议决议公告 本公司监事会及全体监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。 深圳市共进电子股份有限公司（以下简称"公司"）第五届监事会第十一次会 议于 2025 年 8 月 29 日（星期五）下午 14：00 在公司会议室以现场会议方式召 开，会议通知及议案清单已于 2025 年 8 月 19 日以电子邮件方式向全体监事发出。 会议应到监事 3 名，实到监事 3 名。会议的召开符合《中华人民共和国公司法》 《深圳市共进电子股份有限公司章程》及《深圳市共进电子股份有限公司监事会 议事规则》的规定。 会议由监事会主席武建楠先生召集和主持，与会监事就各项议案进行了审议， 表决通过以下事项： 1、审议通过《关于<2025 年半年度报告>及摘要的议案》 经与会监事认真审议： （1）公司 2025 年半年度报告的编制和审议程序符合法律法规、《公司章程》 的各项规定。公司 2025 年半年度报告的内容和格式符合中国证监会和上海证券 ...

证券代码：603118 证券简称：共进股份 公告编号：临 2025-032 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。 深圳市共进电子股份有限公司（以下简称"公司"）第五届董事会第十二次会议于 2025 年 8 月 29 日（星期五）上午 10:00 在公司新能源大厦二楼会议室以现场结合通 讯方式召开，会议通知及议案清单已于 2025 年 8 月 19 日以电子邮件方式向全体董事 发出。本次会议应到董事 12 名，实到董事 12 名，且不存在受托出席及代理投票的情 形（其中独立董事汤胜先生、江勇先生、高立明先生和黄纯安先生均以视频或音频接 入方式参会）。公司全体监事和高级管理人员列席了会议。本次会议的召开符合《中 华人民共和国公司法》《上市公司治理准则》等法律法规及《深圳市共进电子股份有 限公司章程》《深圳市共进电子股份有限公司董事会议事规则》的规定。 深圳市共进电子股份有限公司 第五届董事会第十二次会议决议公告 本次会议由董事长胡祖敏先生主持，与会董事就各项议案进行了审议并投票表决， 发表的意见及表决情况如下： 1、审议通 ...

深圳市共进电子股份有限公司2025 年半年度报告 公司代码：603118 公司简称：共进股份 深圳市共进电子股份有限公司 2025 年半年度报告 1 / 196 深圳市共进电子股份有限公司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、 公司负责人胡祖敏、主管会计工作负责人唐晓琳及会计机构负责人（会计主管人员）吴英 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 否 十、 重大风险提示 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告包含若干公司对未来发展战略、业务规划、经营计划、财务状况等前瞻性陈述。这些 陈述乃基于当前能够掌握的信息与数据对未来所做出的估计或预测，不构成公司对投资者的实质 承诺，敬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 ...

金融界消息 截至2025年8月25日收盘，共进股份（603118）报收于13.89元，上涨6.52%，换手率 17.77%，成交量139.92万手，成交金额19.42亿元。 共进股份最新一期业绩显示，截至2025一季报，公司营业总收入20.51亿元、同比增长6.75%，归属净利 润2229.90万元，同比增长267.63%，扣非净利润1306.57万元，同比增长276.08%，流动比率1.315、速动 比率1.029、资产负债率50.09%。 天眼查商业履历信息显示，深圳市共进电子股份有限公司，成立于1998年，位于深圳市，是一家以从事 计算机、通信和其他电子设备制造业为主的企业。企业注册资本78727.6406万人民币，实缴资本 78727.6406万人民币。公司法定代表人为胡祖敏。 通过天眼查大数据分析，深圳市共进电子股份有限公司共对外投资了17家企业，参与招投标项目179 次，知识产权方面有商标信息101条，专利信息1307条，此外企业还拥有行政许可48个。 来源：金融界 资金流向方面，今日主力资金净流入1.45亿元，占比成交额7.45%。其中，超大单净流入2.31亿元、占 成交额11.91%，大单净流 ...

Summary of T&W (603118.SS) Conference Call Company Overview - T&W (603118.SS) specializes in manufacturing networking and telecom equipment, initially focusing on the telecom market and expanding into the data center market. [3][4] - Key clients in the data center sector include Ruijie, H3C, and Inspur. [3] - The company offers ODM (Original Design Manufacturer) and EMS (Electronics Manufacturing Services) solutions, with revenue contributions of 74% and 12% respectively in 2024. [3] Industry Insights - The switch market in China is experiencing a specification upgrade trend, particularly towards 400G and 800G switches, driven by the demand for high-speed transmission due to generative AI adoption. [2][7] - The value of 800G switches is projected to grow significantly, with year-over-year increases of 159% in 2025 and 92% in 2026. [2] - There is a rising demand for customized switch solutions tailored to various AI application scenarios. [2] Key Management Insights 1. **Transition to ODM**: T&W is transitioning from primarily providing EMS solutions for lower-speed switches to ODM solutions for high-speed switches, including the mass production of 800G data center switches. [4][9] 2. **Comprehensive Product Offerings**: The company is flexible in providing various solutions based on client needs, including one-stop ODM solutions and white-box solutions for CSP clients. The dollar content of server business is noted to be higher than that of switches due to higher BOM costs. [8][9] 3. **Business Outlook**: T&W anticipates rapid revenue growth in the server/switch business, particularly in high-end products like AI servers and 400G/800G switches. The company aims to expand its overseas market presence, especially in Europe, as domestic markets become saturated. [9] Financial Projections - Management expects strong revenue growth in the server/switch business by 2025/26, with a focus on high-end products. [1][9] - The company is currently using a net method for revenue recognition, which may affect the perceived revenue contribution from the server/switch business in the short term. [9] Additional Considerations - The company has established overseas production sites in Vietnam and the US, with branches in multiple countries, indicating a strategic approach to global market penetration. [3] - The increasing demand for 400G and 800G switches is expected to benefit T&W as more brand clients outsource manufacturing to third-party suppliers. [7]

Group 1 - On August 19, the company Gongjin Co., Ltd. executed a block trade of 170,000 shares, with a transaction value of 2.2202 million yuan, accounting for 0.12% of the total transaction volume for that day [1] - The transaction price was 13.06 yuan, which remained stable compared to the market closing price of 13.06 yuan [1]

Group 1 - As of August 19, the F5G concept index rose by 1.88%, ranking fourth among concept sectors, with 27 stocks increasing in value, including Cambridge Technology which hit the daily limit, and notable gainers such as Dongtian Micro (up 11.75%), Dekoli (up 8.55%), and Gongjin Co. (up 6.70%) [1][2] - The F5G concept sector saw a net inflow of 1.052 billion yuan from main funds today, with 18 stocks receiving net inflows, and 5 stocks exceeding 100 million yuan in net inflow. The top net inflow was from Zhongji Xuchuang at 528 million yuan, followed by Hengtong Optic-Electric (294 million yuan), Yihua Co. (238 million yuan), and Taicheng Light (235 million yuan) [2][3] - The stocks with the highest net inflow ratios included Yihua Co. (15.91%), Shanghai Port Group (14.76%), and Chuling Information (13.58%) [3] Group 2 - The top performers in the F5G concept included Zhongji Xuchuang (up 5.96%), Hengtong Optic-Electric (up 3.55%), and Yihua Co. (up 5.60%), with significant trading volumes and turnover rates [3][4] - Notable declines were observed in stocks such as TeFa Information (down 5.57%), XinYa Electronics (down 4.07%), and Sichuan Jiuzhou (down 1.60%), indicating a mixed performance within the sector [5]

Group 1 - The F5G concept sector is leading the market with an increase of 3.25% [1] - Cambridge Technology saw a significant rise of 9.99% [1] - Gongjin Shares increased by 9.97% [1] - Zhongji Xuchuang experienced a growth of 5.86% [1] - Other companies such as Feiling Kesi, Guangxun Technology, and Changxin Bochuang also saw increases of over 3% [1]

Group 1 - Shenzhen Gongjin Electronics Co., Ltd. has obtained a patent for "Surge Protection Circuit, Surge Protection System, and AP Equipment," with the authorization announcement number CN223231337U, applied on September 2024 [1] - The patent is applicable in the field of surge protection technology, providing a surge protection circuit that includes a first surge protection module and a second surge protection module [1] - The first surge protection module is designed to reduce the first surge energy input to the PSE interface of the AP device, while the second surge protection module reduces the second surge energy input to the LAN interface [1] Group 2 - Shenzhen Gongjin Electronics Co., Ltd. was established in 1998 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices [2] - The company has a registered capital of 787.276406 million RMB and has invested in 17 enterprises, participated in 179 bidding projects, and holds 1,306 patent information records [2] - Additionally, the company possesses 101 trademark information records and 48 administrative licenses [2]