Core Viewpoint - Multiple A-share listed companies have released their performance forecasts for the first half of 2025, indicating significant profit increases for several companies, while others are facing substantial losses [1][2]. Performance Forecast Summary - **North Rare Earth**: Expected net profit growth of 1883%-2015% year-on-year, driven by increased production and sales of rare earth metals and related products [2]. - **Muyuan Foods**: Anticipated net profit growth of 1130%-1190% year-on-year, attributed to higher pig sales compared to the same period last year [2]. - **TCL Zhonghuan**: Projected net loss of 4-4.5 billion yuan due to declining demand in the supply chain and continuous price drops [2]. - **Xianda Co.**: Expected net profit growth of 2443%-2835% year-on-year, benefiting from implemented management measures [2]. - **Jin'an Guoji**: Forecasted non-net profit growth of 4700%-6300% year-on-year, with increased production and slight price recovery in copper-clad laminates [2]. - **TCL Technology**: Expected net profit growth of 81%-101% year-on-year, with semiconductor display business projected to exceed 4.6 billion yuan in net profit, up over 70% [2]. - **Wohua Pharmaceutical**: Anticipated net profit growth of 234%-378% year-on-year, due to adaptation to market changes and effective cost control measures [2]. - **Orient Precision**: Expected net profit growth of 120%-160% year-on-year, driven by revenue growth in packaging and watercraft equipment sectors [2]. - **Yonghe Co.**: Projected net profit growth of 126%-148% year-on-year, supported by rising refrigerant prices and product structure optimization [2]. - **Morning Light Bio**: Expected net profit growth of 102%-132% year-on-year, with recovery in cottonseed business and growth in other product lines [2]. - **New Beiyang**: Anticipated net profit growth of 100%-120% year-on-year, driven by rapid sales growth in intelligent logistics equipment [2]. - **Gan Li Pharmaceutical**: Expected net profit growth of 101%-114% year-on-year, benefiting from significant revenue increase and refined expense management [2]. - **Zhiwei Intelligent**: Projected net profit growth of 63%-99% year-on-year, with strong demand in intelligent computing business and increased orders [2]. - **Torch Electronics**: Expected net profit growth of 50%-70% year-on-year, with improving industry conditions in electronic components [2]. - **Hongta Securities**: Anticipated net profit growth of 45%-55% year-on-year, focusing on differentiated asset allocation and improving asset quality [2].

1、深圳市智微智能科技股份有限公司（以下简称"公司"）本次回购注销事项涉 及38名首次授予激励对象及1名预留授予激励对象，回购注销的限制性股票数量合计 1.0148万股，占回购注销前公司总股本的0.0040%（因公司2023年股票期权与限制性股 票激励计划首次授予股票期权及预留授予股票期权处于自主行权期间，本公告涉及公司 总股本及其占比的数据均是以截至2025年7月7日的公司总股本计算，下同），回购价格 为10.47元/股，回购金额为人民币106,249.56元。 2、本次回购的限制性股票已于近日在中国证券登记结算有限责任公司深圳分公司 完成回购注销手续。 3、本次回购注销完成后，公司总股本由251,647,872股减少为251,637,724股，注册 资本由人民币251,647,872元减少至人民币251,637,724元。 公司于2025年4月24日召开第二届董事会第二十次会议和第二届监事会第十六次会 议，审议通过了《关于回购注销部分限制性股票的议案》，并于2025年5月16日召开2024 年年度股东大会，审议通过了上述议案。公司本次合计回购注销1.0148万股限制性股票。 公司已于近日在中国证券登记结算 ...

Group 1 - Morning Light Biological expects a net profit of 202.0 million to 232.0 million yuan for the first half of 2025, representing a year-on-year increase of 102.33% to 132.38% [1] - Northern Rare Earth anticipates a net profit of 900.0 million to 960.0 million yuan for the first half of 2025, with a significant year-on-year growth of 1882.54% to 2014.71% [1] - Youfa Group forecasts a net profit of 277.0 million to 307.0 million yuan for the first half of 2025, reflecting a year-on-year increase of 151.69% to 178.93% [1] Group 2 - Torch Electronics projects a net profit of approximately 247.0 million to 280.0 million yuan for the first half of 2025, indicating a year-on-year growth of 50.36% to 70.45% [3] - Zhiwei Intelligent expects a net profit of 91.98 million to 112.43 million yuan for the first half of 2025, with a year-on-year increase of 62.85% to 99.06% [4] - Youhao Group anticipates a net profit of 12.0 million yuan for the first half of 2025, representing a year-on-year growth of 51% [5] Group 3 - Nami Technology expects a net profit of 61.0 million to 73.0 million yuan for the first half of 2025, with a year-on-year increase of 35% to 62% [7] - Xinda Co. forecasts a net profit of 130.0 million to 150.0 million yuan for the first half of 2025, reflecting a substantial year-on-year growth of 2443.43% to 2834.73% [8] Group 4 - Shaanxi Coal Industry reported a coal production of 14.36 million tons in June, a year-on-year decrease of 5.07% [9] - Huanxu Electronics announced a consolidated revenue of 4.587 billion yuan in June, a year-on-year decline of 1.23% [10] Group 5 - Huadian International successfully issued 2.0 billion yuan in medium-term notes with a maturity of 3+N years and a coupon rate of 1.89% [20] - Zhongmin Energy reported a total power generation of 1.405 billion kilowatt-hours in the first half of 2025, a year-on-year decrease of 0.89% [20] Group 6 - Huaxia Biotech passed the FDA inspection with zero deficiencies, covering six major systems [21] - Ruikeda's application for convertible bond issuance has been accepted by the Shanghai Stock Exchange [22] Group 7 - Dafu Technology plans to invest no more than 100 million yuan in Anhui Yunta [42] - Tongda Co. won a bid for a project valued at 180.3 million yuan from the Southern Power Grid [46]

| 项目 | 本报告期 | | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 东的净利润 | 盈利：9,198 万元—11,243 | | | 万元 | 盈利：5,648.13 | 万元 | | | 比上年同期增长：62.85%— | | | | | | | | 99.06% | | | | | | | 归属于上市公司股 东的扣除非经常性 | 盈利：7,759 万元—9,804 | | | 万元 | 盈利：4,950.64 | 万元 | | 损益后的净利润 | 比上年同期增长：56.73%—98.04% | | | | | | | 基本每股收益 | 盈利：0.37 元/股 | — | 0.45 | 元/股 | 盈利：0.23 | 元/股 | 2、业绩预告情况：□扭亏为盈☑同向上升□同向下降 注：上表中的"万元"均指人民币万元。 证券代码：001339 证券简称：智微智能 公告编号：2025-063 深圳市智微智能科技股份有限公司 2025 年半年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 ...

Core Insights - The company Zhimi Intelligent (001339) expects a net profit attributable to shareholders of the listed company to be between 91.98 million yuan and 112 million yuan for the period from January 1, 2025, to June 30, 2025, representing a year-on-year growth of 62.85% to 99.06% compared to the same period last year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be between 77.59 million yuan and 98.04 million yuan, up from 49.51 million yuan in the same period last year, indicating a growth of 56.73% to 98.04% [1] - The basic earnings per share are expected to be between 0.37 yuan and 0.45 yuan, compared to 0.23 yuan per share in the same period last year [1]

证券代码：001339 证券简称：智微智能 公告编号：2025-061 深圳市智微智能科技股份有限公司 关于开立理财产品专用结算账户的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 深圳市智微智能科技股份有限公司（以下简称"公司"）于 2025 年 3 月 7 日 召开第二届董事会第十六次会议、第二届监事会第十二次会议，审议通过了 《关于使用部分闲置募集资金及闲置自有资金进行现金管理的议案》，同意公 司及子公司在确保不影响公司正常运营和募集资金投资项目建设的情况下，使 用额度不超过人民币 20,000.00 万元的闲置募集资金和不超过 200,000.00 万元 （含等值外币）的闲置自有资金进行现金管理，有效期为自公司股东大会审议 通过之日起 12 个月内有效。在上述额度及有效期内，资金可循环滚动使用。具 体内容详见巨潮资讯网（www.cninfo.com.cn）披露的《关于使用部分闲置募集 资金及闲置自有资金进行现金管理的公告》（公告编号：2025-010）。 为规范募集资金使用，确保资金安全，近日，公司开立了募集资金理财产 品专用结算账户，相关情况公 ...

Group 1 - The core viewpoint of the news is that Hongdao Investment has conducted research on a listed company, Zhimi Intelligent, focusing on its business segments and revenue distribution [1] - Zhimi Intelligent's revenue breakdown shows that the industry terminal business accounts for 64.38%, ICT infrastructure business 15.65%, industrial IoT business 3.75%, and intelligent computing business 7.46% [1] - The company is developing multiple products based on various chip platforms for its robotics controller business and is paying attention to companies in the robotics supply chain [1] Group 2 - The intelligent computing business provides high-performance infrastructure lifecycle services and plans to offer flexible computing power leasing services through the HT computing power service cloud platform [1] - Zhimi Intelligent's proprietary brand business covers multiple application areas, with major clients including Aopu Te, BYD, and Li Auto [1] - Hongdao Investment, founded in March 2010, is a well-known private equity investment fund in China, with a strong team and a successful track record in investment management [2]

证券代码：001339 证券简称：智微智能 深圳市智微智能科技股份有限公司 投资者活动记录表 编号：2025-009 投资者关系活动类别 ☑特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他（线上会议） 参与单位名称及 人员姓名 平安基金 薛冀颖 中银国际证券 杨思睿 北京鸿道投资 方云龙 时 间 2025/7/1 地 点 公司会议室 上市公司接待 人员姓名 董事会秘书 张新媛 IRD 汪伟杰 投资者关系活动 主要内容介绍 一、公司基本情况介绍 深圳市智微智能科技股份有限公司（股票代码：001339） 是国内领先的智联网硬件产品及解决方案提供商，国家高新 技术企业，国家"专精特新"小巨人企业。公司秉承"构建数 智底座，共创智能未来"的使命，致力于为产业数智化发展 提供强大的硬件底座，全面推动智联网场景化应用。公司构 建了基于多场景的产品定义、多形态的产品研发、柔性制造 与供应链、数智化信息化管理体系等核心能力。 智微智能基于自主研发和新技术的应用，不断优化产品 结构，完善产品方案。智微智能主营业务覆盖行业终端（如 PC、OPS、云终端等）、ICT 基础设施（服务 ...

专利摘要显示，本发明涉及基于飞腾CPU实现Power Loss控制功能的方法及系统，包括：在BIOS中添加 代码实现BIOS和MCU的通讯，用户在BIOS中设置的Power Loss策略如Power Off，Power On，Last State 参数，以及正常关机的情况下BIOS发送给MCU的指令可以通过I2C总线传输给MCU；开发MCU固件程 序，使得MCU可以和BIOS进行通讯，能够存储BIOS发过来的相关指令，能够判断AC交流电源的接入 和移除，能够在接入AC交流电源后根据用户设置的Power Loss策略控制计算机是否自动上电开机；使 得MCU和BIOS的相互配合实现飞腾计算机Power Loss的控制功能，解决了当前应用飞腾CPU的计算机 不支持Power Loss控制功能的行业难题。 天眼查资料显示，深圳市智微智能科技股份有限公司，成立于2011年，位于深圳市，是一家以从事软件 和信息技术服务业为主的企业。企业注册资本25033.6859万人民币。通过天眼查大数据分析，深圳市智 微智能科技股份有限公司共对外投资了12家企业，参与招投标项目41次，财产线索方面有商标信息41 条，专利信息1011条 ...

6月18日，智微智能连续8个交易日下跌，区间累计跌幅-7.08%。深圳市智微智能科技股份有限公司,是物联网数字化核心方案商的开拓者和领航者,国家高新 技术企业,国家专精特新"小巨人"企业。 财报显示，宝盈基金旗下2只基金进入智微智能前十大股东。其中宝盈策略增长混合今年一季度减持，宝盈科技30混合今年一季度减持。 其中，宝盈策略增长混合今年以来收益率19.30%，同类排名327(总4345)，宝盈科技30混合今年以来收益率15.83%，同类排名150(总2255)。 简历显示，容志能先生:中国国籍,浙江大学电子科学与技术专业硕士。曾在广东省电力设计研究院担任网络工程项目经理,在广发证券股份有限公司担任家电 行业研究员,在中国中投证券有限公司担任通信行业研究员,在天风证券股份有限公司担任通信行业联合首席,2020年12月加入宝盈基金管理有限公司,担任行业 研究员,现任宝盈转型动力灵活配置混合型证券投资基金基金经理。2023年3月17日担任宝盈国家安全战略沪港深股票型证券投资基金、宝盈转型动力灵活配 置混合型证券投资基金基金经理。2023年4月15日担任宝盈创新驱动股票型证券投资基金基金经理。2024年12月24日 ...