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 公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险及应对措施，敬请查阅本 报告"第三节管理层讨论与分析"之"四、风险因素"。敬请投资者注意投资风险。 三、 公司全体董事出席董事会会议。 公司代码：688629 公司简称：华丰科技 四川华丰科技股份有限公司 2025 年半年度报告 1 / 216 四川华丰科技股份有限公司2025 年半年度报告 四川华丰科技股份有限公司2025 年半年度报告 四、 本半年度报告未经审计。 五、 公司负责人杨艳辉、主管会计工作负责人周明丹及会计机构负责人（会计主管人员）文敏 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 本报告所涉及的公司未来计划、发展战略等前瞻性陈述，不构成公司对投资者的实质承诺， 请投 ...

从资金流向上来看，当日军工电子板块主力资金净流出1868.66万元，游资资金净流入646.72万元，散户 资金净流入1221.95万元。军工电子板块个股资金流向见下表： 证券之星消息，8月25日军工电子板块较上一交易日上涨2.23%，华丰科技领涨。当日上证指数报收于 3883.56，上涨1.51%。深证成指报收于12441.07，上涨2.26%。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) | | --- | --- | --- | --- | --- | --- | | 688629 | 华丰科技 | 78.50 | 11.95% | 32.00万 | 23.84亿 | | 300762 | 上海剪计 | 29.21 | 10.02% | 103.81万 | 28.92 Z | | 300252 | 金信诺 | 14.70 | 8.49% | 103.26万 | 14.74亿 | | 688552 | 航天南湖 | 46.59 | 7.23% | 25.97万 | 11.81亿 | | 300045 | 华力创通 | 22.73 | 7.07% ...

序号代码名称最新价涨跌幅主力净流入主力净占比1300757罗博特科270.3620.02.80亿元7.02%2688629华 丰科技78.511.951.58亿元6.62%3002126银轮股份39.565.661.50亿元9.24%4000989九芝堂12.718.081.46亿 元13.21%5603083剑桥科技72.8810.011.38亿元34.55%6002171楚江新材10.263.741.28亿元12.73%7603345 安井食品77.062.711.18亿元10.78%8301018申菱环境70.682.181.06亿元7.71%9300783三只松鼠 27.914.961.03亿元11.2%10300012华测检测13.996.889739.11万元6.29% 来源：金融界 8月25日，养老金概念上涨1.46%，今日主力资金流入3226.09万元，概念股87只上涨，13只下跌。 主力资金净流入居前的分别为罗博特科（2.8亿元）、华丰科技（1.58亿元）、银轮股份（1.5亿元）、 九芝堂（1.46亿元）、剑桥科技（1.38亿元）。 ...

华丰科技股价创出历史新高，截至9:54，该股上涨5.95%，股价报74.29元，成交量1056.66万股，成交金 额7.68亿元，换手率5.81%，该股最新A股总市值达342.47亿元，该股A股流通市值135.05亿元。 证券时报·数据宝统计显示，华丰科技所属的国防军工行业，目前整体涨幅为0.69%，行业内，目前股价 上涨的有64只，涨幅居前的有甘化科工、鸿远电子、华丰科技等，涨幅分别为7.82%、6.05%、5.95%。 股价下跌的有68只，跌幅居前的有晶品特装、奥普光电、中国海防等，跌幅分别为2.73%、2.73%、 2.10%。 两融数据显示，该股最新（8月22日）两融余额为7.39亿元，其中，融资余额为7.36亿元，近10日减少 3488.68万元，环比下降4.53%。 公司发布的一季报数据显示，一季度公司共实现营业收入4.06亿元，同比增长79.82%，实现净利润 3181.10万元，同比增长207.17%，基本每股收益为0.0700元，加权平均净资产收益率2.11%。（数据 宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） ...

证券之星消息，8月21日军工电子板块较上一交易日下跌0.17%，科思科技领跌。当日上证指数报收于 3771.1，上涨0.13%。深证成指报收于11919.76，下跌0.06%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 688081 | 於嚴圖示 | 26.39 | 4.76% | 7.17万 | | 1.84亿 | | 302132 | 中航成飞 | 90.11 | 2.65% | 29.87万 | | 26.64亿 | | 002214 | *ST大立 | 11.70 | 2.63% | 7.21万 | | 8449.08万 | | 300629 | 新劲刚 | 23.30 | 2.51% | 1 27.70万 | | 6.45亿 | | 688629 | 华丰科技 | 65.00 | 1.88% | 21.48万 | | 13.90亿 | | 603267 | 鸿远电子 | 57.03 | 1.06% | 5.56万 | | 3.17亿 | ...

Core Viewpoint - The article highlights the significant growth potential in the computing hardware sector, particularly in areas such as optical modules, PCB, liquid cooling, and AI chips, driven by increasing demand for AI capabilities and infrastructure [5][6]. Group 1: Market Performance - On August 13, computing hardware stocks experienced a surge, with notable increases in companies like Cambrian, which reached a historical high, and New Yisheng, which rose over 15% [4]. - Several companies, including Honghe Technology and Industrial Fulian, hit their daily limit up, indicating strong market interest and investor confidence [4]. Group 2: Growth Projections - Institutions predict substantial profit growth for several companies in the computing hardware sector, with Huafeng Technology expected to see a net profit increase of 1479%, followed by Hailanxin at 897%, and KOTAI Power at 685% [5]. - Other companies like Shijia Photon and Yongding Co. are also projected to experience significant profit growth, with estimates of 569% and 489% respectively [5]. Group 3: AI Demand and Infrastructure - The release of OpenAI's GPT-5 is anticipated to further stimulate demand for computing power, with improvements in code capabilities and reduced hallucination rates [5]. - Major cloud service providers are expected to continue investing heavily in AI infrastructure, with capital expenditures from Google, Microsoft, Amazon, and Meta projected to reach $159.38 billion in the first half of 2025, marking a 24.4% year-on-year increase [6]. Group 4: Industry Outlook - The AI computing hardware supply chain is expected to maintain high demand, with a forecasted increase in the demand for high-speed optical module products as the industry continues to grow [6]. - The upcoming release of NVIDIA's next-generation AI server chip, GB300, is projected to enhance performance significantly, further driving the need for advanced computing solutions [5].

金融界消息 截至2025年8月14日收盘，华丰科技（688629）报收于60.1元，上涨0.03%，换手率 11.23%，成交量20.42万手，成交金额12.44亿元。 资金流向方面，今日主力资金净流入6504.09万元，占比成交额5.23%。其中，超大单净流入6502.28万 元、占成交额5.23%，大单净流入1.81万元、占成交额0.0%，中单净流出流出4067.56万元、占成交额 3.27%，小单净流出2436.53万元、占成交额1.96%。 华丰科技最新一期业绩显示，截至2025一季报，公司营业总收入4.06亿元、同比增长79.82%，归属净利 润3181.10万元，同比增长207.17%，扣非净利润2305.21万元，同比增长2253.89%，流动比率1.705、速 动比率1.322、资产负债率48.70%。 通过天眼查大数据分析，四川华丰科技股份有限公司共对外投资了10家企业，参与招投标项目558次， 知识产权方面有商标信息14条，专利信息799条，此外企业还拥有行政许可16个。 来源：金融界 天眼查商业履历信息显示，四川华丰科技股份有限公司，成立于1994年，位于绵阳市，是一家以从事软 件和信息 ...

证券之星消息，8月12日军工电子板块较上一交易日下跌0.92%，华力创通领跌。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。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) | | --- | --- | --- | --- | --- | --- | | 688629 | 华丰科技 | 59.29 | 6.45% | 27.14万 | 15.72亿 | | 002231 | *ST奥维 | 3.62 | 4.93% | 12.77万 | 4602.43万 | | 002338 | 奥普光电 | 51.19 | 4.04% | 13.82万 | 6.96亿 | | 000547 | 航天发展 | 9.10 | 3.88% | 155.87万 | 14.45亿 | | 000638 | *ST万方 | 4.23 | 3.42% | 16.08万 | 6758.81万 | | 300252 | 金信诺 | 12.53 | 2.20% | 57.68万 | 7.16亿 | | 002383 | 合众思壮 ...

Group 1 - The core viewpoint highlights a collective rise in semiconductor chip concepts, driven by increased capital expenditure from overseas CSP cloud vendors and TSMC's upward revision of its 2025 revenue growth guidance, indicating a sustained demand for computing power [1] - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index (000698) rose by 0.56%, with notable increases in constituent stocks such as Shanghai Hejing (688584) up 20.00%, and Shengke Communication (688702) up 16.24% [1] - The overall performance of overseas semiconductor equipment companies in Q2 2025 met expectations, while domestic equipment companies showed positive order intake and performance [1] Group 2 - The Huaxia Sci-Tech 100 ETF (588800) closely tracks the Shanghai Sci-Tech Innovation Board 100 Index, selecting 100 medium-cap and liquid securities from the Sci-Tech Board, focusing on high-growth tech companies [2] - The ETF is the first and only mid-cap style index on the Sci-Tech Board, emphasizing extreme growth styles [2]

Group 1 - The core viewpoint of the article highlights the financial performance and market activity of Huafeng Technology, indicating a significant growth in revenue and profit for the first quarter of 2025 [1] - As of August 11, 2025, Huafeng Technology's stock closed at 55.7 yuan, with a 1.87% increase and a trading volume of 100,800 hands, amounting to a transaction value of 562 million yuan [1] - The company reported a total operating revenue of 406 million yuan for Q1 2025, representing a year-on-year growth of 79.82%, and a net profit attributable to shareholders of 31.81 million yuan, up 207.17% year-on-year [1] Group 2 - Huafeng Technology has made investments in 10 companies and participated in 556 bidding projects, showcasing its active engagement in the market [2] - The company holds 14 trademark registrations and 799 patents, indicating a strong intellectual property portfolio [2] - Additionally, Huafeng Technology possesses 16 administrative licenses, reflecting its compliance and operational capabilities [2]