Group 1 - The company, Gaohua Technology, announced on August 29 that it will recognize asset impairment provisions for the first half of 2025, which will impact the consolidated profit by approximately 13.07 million yuan [1] - The asset impairment provisions are in compliance with the relevant regulations of the Accounting Standards for Enterprises and the company's accounting policies, ensuring a true and fair reflection of the company's asset status [1] - As of the report date, Gaohua Technology has a market capitalization of 6.1 billion yuan [1] Group 2 - For the year 2024, Gaohua Technology's revenue composition shows that 98.82% comes from the manufacturing of computers, communications, and other electronic equipment, while other businesses account for 1.18% [1]

Core Insights - The company reported a revenue of 184.32 million yuan for the first half of the year, representing a year-on-year growth of 16.60%, driven by the booming aerospace industry and successful expansion in machinery and metallurgy sectors [1] - The net profit attributable to shareholders was 30.94 million yuan, a slight increase of 1.03% compared to the previous year, attributed to higher revenue, improved cost control, and increased government subsidies [1] - The net profit excluding non-recurring gains and losses was 23.11 million yuan, a decrease of 6.12% year-on-year, primarily due to increased operating costs and ongoing investments in R&D [1] Revenue and Profit Analysis - Revenue growth was supported by increased demand in aerospace, machinery, and metallurgy sectors, with a notable rise in delivery volumes [1] - The company managed to reduce sales and administrative expenses compared to the previous year, contributing to the slight increase in net profit [1] - R&D expenses amounted to 33.90 million yuan, accounting for 18.39% of total revenue, indicating a sustained commitment to enhancing research capabilities [1] Cash Flow and Operational Efficiency - The net cash flow from operating activities increased by 56.27 million yuan compared to the previous year, driven by higher product delivery volumes and improved collection of accounts receivable [1]

南京高华科技股份有限公司 2025年半年度募集资金存放、管理与实际使用 证券代码：688539 证券简称：高华科技 公告编号：2025-034 情况的专项报告 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、准确性和完整性依法承担法律责任。 根据中国证券监督管理委员会《上市公司募集资金监管规则》《上海证券 交易所科创板上市公司自律监管指引第 1 号——规范运作》的相关规定，南京 高华科技股份有限公司（以下简称"公司"）编制了 2025 年半年度募集资金 存放、管理与实际使用情况的专项报告，具体内容如下： 一、募集资金基本情况 （一）实际募集资金金额和资金到位时间 经中国证券监督管理委员会于 2023 年 2 月 27 日出具的《关于同意南京高华 科技股份有限公司首次公开发行股票注册的批复》（证监许可〔2023〕422 号） 同意，公司首次向社会公开发行人民币普通股（A 股）3,320 万股，每股发行价 格 38.22 元，新股发行募集资金总额为 126,890.40 万元，扣除发行费用 10,337.80 万元（不含税）后，实际募集资金净额为 116,55 ...

关于 2025 年半年度计提资产减值准备的公告 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、准确性和完整性依法承担法律责任。 一、计提资产减值准备的情况概述 根据《企业会计准则》及南京高华科技股份有限公司（以下简称"公司"）会 计政策等相关规定，为真实、客观、公允地反映公司截至 2025 年 6 月 30 日的财 务状况与资产价值，本着谨慎性原则，公司对截至 2025 年 6 月 30 日的资产进行 了减值测试，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 度确认的资产减值损失和信用减值损失总额为 13,073,497.14 元。具体情况如下 表所示： 证券代码：688539 证券简称：高华科技 公告编号：2025-035 南京高华科技股份有限公司 单位：人民币元 | 序号 | 项目 | 本期发生额 | 备注 | | --- | --- | --- | --- | | 1 | 信用减值损失（损 失以"-"号填列） | -7,245,977.65 | 应收票据坏账损失、应收账款坏账 损失、应收款项融资坏账损失、其 | | | | | 他 ...

公司代码：688539 公司简称：高华科技 南京高华科技股份有限公司 2025 年半年度报告 1 / 213 南京高华科技股份有限公司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、 重大风险提示 南京高华科技股份有限公司2025 年半年度报告 公司已在报告"第三节管理层讨论与分析"之"四、风险因素"中详细披露了可能面对的风 险，敬请投资者注意查阅。 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、 公司负责人李维平、主管会计工作负责人李来凭及会计机构负责人（会计主管人员）李来 凭声明：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 无 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及公司未来发展计划、发展战略等前瞻性陈述，不构成公司对投资者实质承诺， 请投资者注意投资风险。 九、 是否存在被控股股东及其他关联方非经营 ...

高华科技公告，2025年上半年营业收入1.84亿元，同比增长16.60%。净利润3093.51万元，同比增长 1.03%。 ...

Market Performance - The component sector increased by 2.23% compared to the previous trading day, with Zhongfu Circuit leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] Individual Stock Performance - Zhongfu Circuit (300814) closed at 45.89, up 20.01% with a trading volume of 212,900 shares and a transaction value of 931 million [1] - Nanya New Material (688519) closed at 54.31, up 20.00% with a trading volume of 160,900 shares and a transaction value of 821 million [1] - Yihau New Material (301176) closed at 34.51, up 11.72% with a trading volume of 235,800 shares and a transaction value of 799 million [1] - Other notable performers include Gaohua Technology (688539) up 11.39%, Shengyi Technology (600183) up 10.01%, and Jinan Guoji (002636) up 9.98% [1] Capital Flow - The component sector saw a net inflow of 962 million from main funds, while retail investors experienced a net outflow of 347 million [3] - Speculative funds had a net outflow of 615 million [3]

Core Viewpoint - The company aims to focus its future revenue growth on high-end equipment support in aerospace, aviation, rail transportation, mechanical equipment, metallurgical intelligent upgrades, and domestic substitution fields [1] Group 1: Aerospace and Aviation - In the aviation sector, the company is continuously developing sensor products required for new-generation fighter jets, transport aircraft, and drones, while also expanding model support [1] - The company is targeting significant opportunities arising from the mass delivery of domestic large aircraft C919 to the aviation industry [1] Group 2: Aerospace and Industrial Fields - In the aerospace sector, the company actively participates in major national aerospace projects and commercial aerospace support businesses [1] - In the industrial sector, the company is deepening cooperation with industry leaders in mechanical equipment, rail transportation, and metallurgy, while also establishing partnerships with new clients [1] Group 3: Technological Innovation and R&D - The company consistently regards technological innovation as its core driving force and is increasing its R&D investment [1] - The company is actively laying out in cutting-edge technology fields, aiming to consolidate its position in advantageous areas and continuously expand into emerging market growth spaces [1]

Core Viewpoint - GaoHua Technology (688539.SH) is collaborating with Blue Arrow Aerospace on the development of the Zhuque-3 rocket, which is a self-developed liquid oxygen-methane launch vehicle by Blue Arrow Aerospace [1] Company Collaboration - GaoHua Technology has established a cooperative relationship with Blue Arrow Aerospace for high-reliability sensor products to be used in the Zhuque-3 rocket [1] - In addition to Blue Arrow Aerospace, the company has formed partnerships with several commercial aerospace companies, including CAS Space, Star River Power, Oriental Space, Interstellar Glory, One Space, and Tianbing Technology [1] Future Plans - The company aims to deepen cooperation with leading enterprises in the commercial aerospace sector and continuously expand the application of sensors and sensor networks in the commercial aerospace market [1]

Core Viewpoint - The company aims to focus on revenue growth in high-end equipment support for aerospace, aviation, rail transportation, mechanical equipment, metallurgical intelligent upgrades, and domestic substitution [1] Group 1: Aerospace and Aviation - In the aviation sector, the company is developing sensor products required for new generation fighter jets, transport aircraft, and drones, while also targeting significant opportunities from the mass delivery of domestic large aircraft like the C919 [1] - The company is actively participating in major national aerospace projects and commercial aerospace support services [1] Group 2: Industrial Sector - In the industrial sector, the company is deepening cooperation with industry leaders in mechanical equipment, rail transportation, and metallurgy, while establishing partnerships with new clients to accumulate experience for future expansion in industrial automation and energy sectors [1] Group 3: Innovation and R&D - The company prioritizes technological innovation as a core driving force, continuously increasing R&D investment and actively laying out plans in cutting-edge technology fields [1] - With technological leadership and policy support, the company aims to consolidate its position in advantageous areas and continuously expand into emerging market growth spaces [1]