公司代码：688100 公司简称：威胜信息 威胜信息技术股份有限公司 2025 年半年度报告 1/214 威胜信息技术股份有限公司2025 年半年度报告 威胜信息技术股份有限公司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、 重大风险提示 公司已在本半年度报告中详细描述可能存在的风险，敬请查阅本报告第三节"管理层讨论与 分析"之"四、风险因素"中的内容。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人李鸿、主管会计工作负责人钟喜玉及会计机构负责人（会计主管人员）彭姣声 明：保证半年度报告中财务报告的真实、准确、完整。 六、 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 公司 2025 年半年度合并报表归属于公司股东的净利润为 305,100,737.96 元，截至 2025 年 6 月 30 日，母公司期末可供分配利润为 1,292,783,368.77 元。经董事会决议，公司 2025 年半年度 拟以实施 ...

智通财经APP讯，威胜信息(688100.SH)发布2025年半年度报告，报告期内，公司实现营业收入13.68亿 元，同比增长11.88%。实现归属于上市公司股东的净利润3.05亿元，同比增长12.24%。实现归属于上市 公司股东的扣除非经常性损益的净利润2.98亿元，同比增长12.67%。基本每股收益0.62元。 ...

金十数据7月29日讯，威胜信息公告，2025年上半年营业收入13.68亿元，同比增长11.88%。净利润3.05 亿元，同比增长12.24%。拟向全体股东每10股派发现金红利2.5元（含税），合计派发现金红利1.22亿 元（含税），占2025年上半年度合并报表归属于上市公司股东净利润的39.94%。 威胜信息：2025年上半年净利润3.05亿元，同比增长12.24% ...

Group 1 - The core viewpoint of the article is the strategic upgrade of cooperation between Weisheng Information and Huawei's Power Digitalization team, focusing on smart distribution solutions [1] - The collaboration aims to leverage each company's strengths in power digitalization and communication technology to promote the intelligent and digital upgrade of the energy industry [1]

Investment Rating - Industry Rating: Outperform the market (maintained rating) [8] Core Viewpoints - The overseas computing power industry chain remains highly prosperous and has not been impacted by DeepSeek and trade frictions, with stronger fundamental resonance in the related industry chain. The AI industry is viewed as the main investment theme for the year, with expectations for continued high prosperity in the AI sector and the AIDC industry chain. The year 2025 is anticipated to be a pivotal year for domestic AI infrastructure competition and application development [4][22]. - The report emphasizes the importance of "AI + overseas expansion + satellite" core investment opportunities, highlighting areas such as optical modules, liquid cooling, and domestic computing power lines. The report also notes the recovery of the offshore wind industry and the promising developments in the satellite internet sector [5][23]. Summary by Sections 1. Artificial Intelligence and Digital Economy - Key recommendations include: - Optical modules & optical devices: Focus on companies like Zhongji Xuchuang, Xinyi Sheng, Tianfu Communication, and Yuanjie Technology [6]. - Switch server PCB: Key recommendations include Huadian Co., ZTE, and Unisplendour [6]. - Low valuation, high dividend, and cloud computing IDC resource reassessment: China Mobile, China Telecom, and China Unicom [6]. - AIDC & cooling: Key recommendations include Yingweike, Runze Technology, and Guanghuan New Network [6]. - AIGC applications / edge computing: Key recommendations include Yiyuan Communication, Guanghetong, and Meige Intelligent [6]. 2. Offshore Wind and Submarine Cables & Intelligent Driving - Offshore wind and submarine cables: Key recommendations include Hengtong Optic-Electric, Zhongtian Technology, and Oriental Cable [7]. - Recovery of overseas expansion & concentration on leading companies: Key recommendations include Huace Navigation, Weisheng Information, and Tuobang Co. [7]. - Intelligent driving: Suggested focus on modules & terminals, sensors, connectors, and structural components [7]. 3. Satellite Internet & Low Altitude Economy - Accelerated development of low-orbit satellites and low-altitude economy: Key recommendations include Huace Navigation and Haige Communication [8]. - Suggested focus on companies like Chengchang Technology, Zhenlei Technology, and Shenglu Communication [8]. 4. Market Performance Review - The communication sector rose by 7.02% during the week of July 14-18, outperforming the CSI 300 index by 5.93 percentage points. The communication equipment manufacturing sector increased by 9.80% [29][31].

重要内容提示： 证券代码：688100 证券简称：威胜信息 公告编号：2025-041 威胜信息技术股份有限公司 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、准确性和完整性依法承担法律责任。 四、股东股份被冻结的影响及风险提示 邹启明先生、陈君先生不属于公司的控股股东、实际控制人及其一致行动人， 其所持有部分公司股份被冻结不会导致公司控制权发生变更，亦不会对公司生产 经营产生重大影响。公司将持续关注上述事项的进展，及时履行相应的信息披露 义务，敬请广大投资者注意投资风险。 特此公告。 威胜信息技术股份有限公司董事会 一、本次股份被冻结基本情况 | 是否为控 | | | | | | | 冻 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 占其所 | | | | 占公司 | 是否 | | | | | | | | 股东 | 股股东及 | 冻结股份 | | | | 冻结起始 | 冻结到 | | 冻结执 | | 结 | | 持股份 | | ...

重要内容提示： | 是否为控 | 冻 | 占其所 | 占公司 | 是否 | 股东 | 股股东及 | 冻结起始 | 冻结到 | 冻结执 | 结 | 冻结股份 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 持股份 | 总股本 | 为限 | 一致行动 | 数量（股） | 日 | 期日 | 行人 | 原 | 名称 | 比例 | 比例 | 售股 | | | | | | | | 人 | 因 | 国家税务 | | | | | | | | | | | | | | | | | | 2025 | 年 | 2026 | 年 | 8,500,000 | 25.96% | 1.73% | 邹启明 | 否 | 否 | 总局青岛 | 5 | 月 | 13 | 日 | 5 | 月 | 11 | 日 | | 个人 | 市税务局 | 原因 | 2025 | 年 | 2026 | 年 | 第三稽查 | | | | | | | | ...

Group 1 - The company won a bid for a project with China Southern Power Grid Co., Ltd. for the 2025 digital substation, digital transmission, and smart distribution series sensor terminals, with a bid amount of 27.4972 million RMB [1][2] - The bid amount represents 1.00% of the company's audited total revenue for the fiscal year 2024 [1] - The project involves various components, including a fire monitoring device for overhead transmission lines and a micro intelligent current sensing module, with specific amounts allocated for each component [1] Group 2 - The counterpart in the project is primarily owned by the State-owned Assets Supervision and Administration Commission, with significant stakes held by Guangdong Hengjian Investment Holding Co., Ltd., China Life Insurance (Group) Company, and Hainan Development Holdings Co., Ltd. [1] - The company maintains business independence as there are no related party relationships with the counterpart [2]

Group 1: Company Announcements - Changchun High-tech plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and international brand image [1] - Saisir reported June sales of 46,086 new energy vehicles, a year-on-year increase of 4.44%, with a total of 172,100 units sold in the first half of the year, down 14.35% year-on-year [1] - Hangzhou High-tech announced a change in controlling shareholder to Jirong Weiye, with stock resuming trading on July 2, 2025 [1] Group 2: Financial Performance - Guomai Technology expects a net profit of 125 million to 156 million yuan for the first half of 2025, a year-on-year increase of 60.52% to 100.33% [2] - Kid King anticipates a net profit of 120 million to 160 million yuan for the first half of 2025, representing a year-on-year growth of 50% to 100% [2] - Mould Technology received a project from a well-known North American electric vehicle company, with expected total sales of 1.236 billion yuan over five years [3] Group 3: Regulatory and Compliance - *ST Yuancheng is under investigation by the China Securities Regulatory Commission for suspected false disclosures in financial reports [4] - The company received a notice of investigation on July 1, 2025, which may lead to significant penalties and potential delisting [4] Group 4: Market Activity - Changcheng Military Industry's stock has experienced significant volatility, with a cumulative price deviation exceeding 20% over three trading days, indicating potential irrational speculation [5] - Anglikang has only one innovative drug project, ALK-N001, currently in Phase I clinical trials, highlighting the long and uncertain nature of drug development [6] Group 5: Sales and Contracts - Beiqi Blue Valley's subsidiary reported a 139.73% year-on-year increase in sales for the first half of the year [7] - Dong'an Power's engine sales in June increased by 82.79% year-on-year [7] - Pudong Construction's subsidiary won multiple major projects with a total bid amount of 1.964 billion yuan [7]

证券代码：688100 证券简称：威胜信息 公告编号：2025-040 威胜信息技术股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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。 具 体 情 况 详 见 公 司 于 2025 年 1 月 15 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）披露的《关于以集中竞价交易方式回购股份的回购报告书》 （公告编号：2025-002）。 2025 年 2 月 10 日，公司召开第三届董事会第十六次会议，审议通过了《关 于调整回购股份价格上限的议案》，同意将回购公司股份价格由不超过 35 元/股（含） 调整为不超过 40 元/股（含），该价格不高于董事会审议通过《关于调整回购股份 价格上限的议案》决议前 30 个交易日公司股票交易均价的 150%。除上述调整外， 公司回购股份方案的其他内容未发生变化。具体情况详见公司于 2025 年 2 月 11 日在上海证券交易所网站（www.sse.com.cn）披露的《关于调整回购股份价格上 限的公告》（公告编 ...