Core Viewpoint - The company reported a significant decline in revenue and a shift to net loss in the first half of 2025, primarily due to fluctuations in demand from major industry clients and a decrease in product prices [1] Financial Performance - The company achieved operating revenue of 631 million yuan, representing a year-on-year decrease of 47.49% [1] - The net profit attributable to shareholders was -114 million yuan, compared to a profit of 66.93 million yuan in the same period last year, indicating a shift from profit to loss [1] - Basic earnings per share were -0.15 yuan [1] Operational Challenges - The decline in revenue was attributed to the volatility in demand from major industry clients, leading to unmet order delivery expectations [1] - The decrease in product prices contributed to a reduction in gross profit margin, resulting in gross profit not covering various period expenses and related impairment losses, which led to operational losses during the reporting period [1]

天津七一二通信广播股份有限公司 2025 年半年度报告 公司代码：603712 公司简称：七一二 天津七一二通信广播股份有限公司 天津七一二通信广播股份有限公司 2025 年半年度报告 重要提示 一、 本公司董事会及董事、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、 公司负责人庞辉、主管会计工作负责人孙杨及会计机构负责人（会计主管人员） 孙杨声明：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 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 十、 重大风险提示 公司在本报告中已描述相关经营风险，详情请查阅本报告第三节管理层讨论与 分析。 十一、 其他 □适用 √不适用 天津七一二通信广播股份有限公司 ...

截至报告期末表决权恢复的优先股股东总数 （户） 0 | 10 | 前 | 名股东持股情况 | | | | | --- | --- | --- | --- | --- | --- | | | | | | 持有有限 | | | 股东性 | | 持股比 | 持股 | | 质押、标记或冻结 | | 的 股东名称 | | | | 售条件的 | | | 例(%) | 质 | | 数量 | | 股份数量 | | | | | | 股份数量 | | | 天津智博智能科技发展有 | | 国有法 | | | | | 限公司 | 人 | | | | | | 中国建设银行股份有限公 | | | | | | | 司－易方达国防军工混合 | | 其他 | 1.05 | 8,108,300 | 0 | | 无 0 | | | | | | | 型证券投资基金 | | | | | | | 中国人寿保险股份有限公 | | | | | | | 司－分红－个人分红－ | | 其他 | 0.97 | 7,503,300 | 0 | | 无 0 | | | | | | | 中国人寿保险股份有限公 | | | | | | | 司－传统－普通保险产品 | | ...

Meeting Details - The second meeting of the fourth board of directors of Tianjin Qiyi Communication Broadcasting Co., Ltd. was held on August 26, 2025, with all 11 directors present [1] - The meeting was convened and presided over by Chairman Mr. Pang Hui, and the procedures complied with relevant laws and regulations [1] Resolutions Passed - The board approved the proposal regarding the company's 2025 semi-annual report, which was deemed reasonable and objectively reflective of the company's operational and financial status, with a voting result of 11 votes in favor, 0 against, and 0 abstentions [2] - The board also approved the proposal to reappoint Lixin Certified Public Accountants (Special General Partnership) as the auditing firm for the company's 2025 financial statements and internal control audits, based on their professional competence and independence [2] - The decision to reappoint Lixin will be submitted to the shareholders' meeting for approval, with the specific meeting time to be announced later [3]

天津七一二通信广播股份有限公司 2025 年半年度报告 公司代码：603712 公司简称：七一二 天津七一二通信广播股份有限公司 2025 年半年度报告 1 / 181 天津七一二通信广播股份有限公司 2025 年半年度报告 重要提示 一、 本公司董事会及董事、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、 公司负责人庞辉、主管会计工作负责人孙杨及会计机构负责人（会计主管人员） 孙杨声明：保证半年度报告中财务报告的真实、准确、完整。 十一、 其他 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 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 十、 重大风险提示 公司在本报告中已描述相关经营风险，详情请查阅本报告第三节管理层讨论与 分析。 2 / ...

证券代码：603712 证券简称：七一二 公告编号：临 2025-038 天津七一二通信广播股份有限公司 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： 投资者可于 2025 年 9 月 19 日(星期五)至 9 月 25 日(星期四)16:00 前登录上 证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱：712ir@712.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 天津七一二通信广播股份有限公司（以下简称"公司"）已于 2025 年 8 月 28 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 26 日下午 13:00-14:00 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 本次投资者说明会以网络文字互动形式召开，公司将针对 2025 年半年度的 经营成果及财务指标的具体情况与投资者进行互动交流和沟 ...

七一二公告，2025年上半年营业收入6.31亿元，同比下降47.49%。净利润亏损1.14亿元，上年同期净利 润6693.47万元。 ...

Market Overview - The Shanghai Composite Index fell by 0.02% on August 19, with 18 out of the 28 sectors experiencing gains, led by the comprehensive and communication sectors, which rose by 3.48% and 1.87% respectively [1] - The non-banking financial and defense industry sectors had the largest declines, down by 1.64% and 1.55% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 61.83 billion yuan, with six sectors seeing net inflows [1] - The home appliance sector led the net inflow with 2.175 billion yuan and a daily increase of 0.87%, followed by the food and beverage sector with a net inflow of 1.981 billion yuan and a daily increase of 1.04% [1] Defense Industry Performance - The defense industry saw a decline of 1.55% with a net capital outflow of 7.930 billion yuan [2] - Out of 139 stocks in the defense sector, 29 stocks increased, with 4 hitting the daily limit up, while 108 stocks declined [2] - The top three stocks with net inflows in the defense sector were Haige Communication (3.34 billion yuan), Qiyi Er (1.53 billion yuan), and Taihao Technology (1.52 billion yuan) [2] Defense Industry Capital Inflow and Outflow - The top stocks for capital inflow in the defense sector included: - Haige Communication: +2.49% with a capital flow of 334.18 million yuan - Qiyi Er: +2.61% with a capital flow of 152.70 million yuan - Taihao Technology: +10.05% with a capital flow of 151.85 million yuan [4] - The top stocks for capital outflow included: - China Shipbuilding: -0.31% with a capital outflow of 1.266 billion yuan - Jingjiawei: -7.50% with a capital outflow of 914.19 million yuan - Inner Mongolia First Machinery: -3.96% with a capital outflow of 655.36 million yuan [4]

证券之星消息，8月19日军工电子板块较上一交易日下跌1.02%，景嘉微领跌。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。军工电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600590 | 泰家科技 | 11.72 | 10.05% | 21.58万 | 2.53亿 | | 600990 | 四创电子 | 35.07 | 10.01% | 42.04万 | 14.06亿 | | 002231 | *ST奥维 | 4.62 | 5.00% | ● 1.36万 | 629.89万 | | 688272 | 富吉瑞 | 29.62 | 4.08% | 2.67万 | 7736.05万 | | 688175 | 高凌信息 | 22.72 | 3.93% | 3.34万 | 7560.25万 | | 688629 | 华丰科技 | 64.58 | 2.74% | 21.70万 | 13.99亿 | | 002214 | *S ...

Group 1 - The core viewpoint of the articles highlights the strong performance and potential opportunities in the defense and military industry, particularly in the context of upcoming military parades which historically boost market sentiment and stock prices [2][4][5] - The defense and military sector ETF (512810) has shown significant gains, with a cumulative increase of 5.78% over the week, reaching a three-and-a-half-year high and achieving record trading volume since its inception [3][4] - Despite recent short-term adjustments, the overall trading activity in the defense and military sector remains robust, indicating sustained investor interest and potential for further growth [4][5] Group 2 - Historical data suggests that military parades have catalyzed short-term price surges in the defense and military sector, making the current period particularly favorable for investment [2][4] - The defense and military ETF (512810) encompasses a wide range of themes including commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, military AI, and controlled nuclear fusion, positioning it as an efficient investment tool for core assets in the sector [5] - The sector is expected to benefit from the "14th Five-Year Plan" and the opening of military trade, which may enhance the fundamental outlook and create a favorable supply-demand dynamic [5]