证券之星消息，7月29日黑色家电板块较上一交易日下跌0.13%，同洲电子领跌。当日上证指数报收于 3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。黑色家电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) | | | --- | --- | --- | --- | --- | --- | --- | | 000801 | 四川九洲 | 15.94 | 4.39% | 62.66万 | | 26886 | | 688609 | 九联科技 | 10.71 | 0.56% | 15.65万 | | 1.67亿 | | 000810 | 创维数字 | 11.71 | 0.26% | C 11.77万 | | 1.37亿 | | 002848 | *ST高斯 | 7.71 | -0.13% | - 2.18万 | | 1671.09万 | | 301578 | 辰奕智能 | 36.45 | -0.25% | 8832.43 | | 3210.85万 | | 002429 | 非驰股份 | 4.63 | -0.43% | 37.87万 | ...

Core Viewpoint - The company, Tongzhou Electronics, has shown a remarkable turnaround in its financial performance, achieving significant revenue and profit growth in the first half of 2025, following its recent removal from the delisting risk warning status [1][2]. Financial Performance - In the first half of 2025, Tongzhou Electronics reported total operating revenue of 540 million yuan, a year-on-year increase of 606.52% [1]. - The net profit attributable to shareholders reached 203 million yuan, reflecting a year-on-year growth of 662.77% [1]. - The company's overseas business accounted for 90.23% of its revenue, with a staggering year-on-year growth of 14,579.41% [1][8]. - Despite the impressive revenue growth, the net cash flow from operating activities was -115 million yuan, compared to 2.03 million yuan in the same period last year, primarily due to investor compensation and supplier repayments [1][7]. Business Segments - Tongzhou Electronics operates mainly in two segments: energy and set-top box businesses. The energy segment includes high-power power supply products, lithium batteries, and energy storage solutions [4]. - The energy segment generated 508 million yuan in revenue, a year-on-year increase of 961.39%, while the set-top box segment saw a revenue decline of 76.28%, totaling 2.49 million yuan [4]. - The high-power power supply business alone achieved 487 million yuan in revenue with a gross margin of 45.78%, marking a significant shift in the company's focus towards this area [4]. Market Trends - The global data center and cloud computing markets are experiencing rapid growth, leading to increased demand for high-power power supplies, which are considered critical infrastructure [5]. - The power supply industry in China has seen its market size grow from 205.6 billion yuan in 2016 to 391 billion yuan in 2021, with a projected compound annual growth rate of 13.72% [5]. Stock Performance - As of July 28, 2025, Tongzhou Electronics' stock closed at 11.22 yuan per share, with a total market capitalization of 8.4 billion yuan, reflecting a more than sevenfold increase in stock price over the past year [3][6]. Strategic Initiatives - The company has focused on developing high-power power supply products, leveraging new shareholder resources to enhance its market presence [8]. - The current major shareholder, Youxin Tang, has increased his stake in the company to 11.09%, indicating strong confidence in the company's future [8]. - The company is also addressing potential risks related to foreign exchange fluctuations due to its reliance on imported raw materials for its overseas business [8].

Group 1 - Zhejiang Dingli achieved a net profit of 1.051 billion yuan in the first half of 2025, a year-on-year increase of 27.49% [1] - The company reported an operating income of 4.336 billion yuan, representing a year-on-year growth of 12.35% [1] - Basic earnings per share were 2.08 yuan [1] Group 2 - Dexin Technology announced that its shareholder plans to reduce its stake by no more than 1%, equating to 2.3351 million shares [1] - The company specializes in the research, design, manufacturing, and sales of lithium battery cutting molds and precision components [1] Group 3 - Fangda Group signed new orders worth 970 million yuan in the second quarter of 2025 [1] - The total amount of signed but uncompleted contracts reached 4.916 billion yuan by the end of the second quarter [1] Group 4 - Warner Pharmaceutical's shareholder plans to reduce its stake by no more than 1.3 million shares, which is approximately 0.9899% of the total share capital [3] - The company focuses on the research, production, and sales of chemical raw materials and traditional Chinese medicine [3] Group 5 - Zijin Mining's vice president plans to reduce his holdings by no more than 250,300 shares [4] - The company is engaged in the exploration and development of mineral resources, including gold, copper, and lithium [4] Group 6 - Shenkong Co. received government subsidies totaling 14.9 million yuan [6] - The company specializes in the research, production, and sales of large-diameter silicon materials and semiconductor products [6] Group 7 - Jincai Hulin's shareholder plans to reduce its stake by no more than 2.5%, which amounts to 19.4798 million shares [1] - The company is involved in heat treatment equipment manufacturing and related services [1] Group 8 - New Media Co. plans to reduce its stake by no more than 6.8434 million shares, approximately 2.99% of the total share capital [1] - The company focuses on IPTV, internet audio-visual services, and content copyright [1] Group 9 - Aidi Pharmaceutical received a drug registration certificate for its product in Zanzibar, allowing for commercial sales [8] - The product is a new drug developed for the treatment of HIV-1 infection [8] Group 10 - Changlan Technology plans to reduce its stake by no more than 1%, equating to 1.9311 million shares [10] - The company specializes in the research, production, and sales of power cable accessories [10] Group 11 - Qiaofeng Intelligent announced that two shareholders plan to reduce their holdings by no more than 2.14% of the total share capital [12] - The company focuses on the research, production, and sales of CNC machine tools [12] Group 12 - Junxin Co. signed a tripartite preliminary agreement to build a solid waste disposal power facility valued at approximately 280 million USD in Almaty [13] - The company specializes in waste incineration power generation and related environmental services [13] Group 13 - Qinglong Pipe Industry signed a strategic cooperation framework agreement with Tian Shan High-tech [14] - The company is involved in the research, production, and sales of high-quality water supply pipes [14] Group 14 - Defang Nano's shareholder plans to reduce its stake by no more than 1%, equating to 2.7954 million shares [1] - The company specializes in the research, production, and sales of lithium-ion battery materials [1] Group 15 - ST Lutong's specific shareholder plans to reduce its stake by up to 3%, including 2 million shares through centralized bidding and 4 million shares through block trading [1] - The company focuses on cable television network equipment and smart control systems [1] Group 16 - Tongzhou Electronics reported a net profit of 203 million yuan in the first half of 2025, a significant turnaround from a loss of 36.08 million yuan in the previous year [17] - The company achieved an operating income of approximately 540 million yuan, representing a year-on-year growth of 606.52% [17] Group 17 - Rebecca reported a net profit of 9.3759 million yuan in the first half of 2025, a year-on-year increase of 15.31% [18] - The company achieved total operating revenue of approximately 598 million yuan, reflecting a year-on-year growth of 4.20% [18] Group 18 - Ruixin Technology's shareholders plan to reduce their holdings by no more than 4.9493 million shares, which is up to 3% of the total share capital [20] - The company specializes in the research, production, and sales of precision aluminum alloy components [20]

Summary of Key Points Core Viewpoint - As of July 28, 22 companies have released their semi-annual reports for 2025, with 17 reporting year-on-year profit growth and 15 showing revenue growth, indicating a positive trend in the market despite some companies facing declines in profits and revenues [1][2]. Group 1: Profit and Revenue Performance - 17 companies reported a year-on-year increase in net profit, while 5 experienced a decline [1]. - 15 companies saw a year-on-year increase in operating revenue, with 7 reporting a decrease [1]. - Companies with simultaneous growth in both net profit and operating revenue include 13 firms, such as Zhimingda [1]. - Companies with declines in both metrics include 3 firms, such as Zhongyan Chemical [1]. Group 2: Notable Performers - Zhimingda reported the highest profit growth rate at 2147.93%, with a net profit of 38.30 million and operating revenue of 294.76 million [1]. - Other notable companies with significant profit growth include: - Tongzhou Electronics: 662.77% increase in net profit [1]. - Wohua Pharmaceutical: 303.16% increase in net profit [1]. - Shentong Technology: 111.09% increase in net profit [1]. - Companies with a profit decline include: - Yaxiang Group: -32.20% in net profit [2]. - Haitong Development: -64.14% in net profit [2]. - Zhongyan Chemical: -88.04% in net profit [2]. Group 3: Revenue Changes - Zhimingda also reported an 84.83% increase in operating revenue [1]. - Tongzhou Electronics experienced a 606.52% increase in operating revenue [1]. - Companies with revenue declines include: - Yaxiang Group: -40.95% in operating revenue [2]. - Zhongyan Chemical: -5.76% in operating revenue [2].

Group 1 - The China Capital Market Society was established on July 26, 2025, in Shanghai, with Wu Qing elected as the first president [1] - The society has set up seven professional committees focusing on various aspects such as macro and industrial development, market stability, innovation, and investor protection [1] Group 2 - The 2025 World Artificial Intelligence Conference (WAIC) opened in Shanghai on July 26, attracting over 800 domestic and international companies and showcasing more than 3,000 smart technology exhibits [4] - Notably, over 150 humanoid robots were presented, marking the largest display of humanoid robots in China to date [4] - Major tech companies like Tencent, NetEase, and JD.com unveiled significant AI advancements, including Tencent's global launch of the open-source "Hunyuan 3D World Model" [4] Group 3 - The Henan Provincial Department of Industry and Information Technology announced a notification for recommending enterprises to enter the "Specialized, Refined, Characteristic, and Innovative" board, which will provide various support services [6] Group 4 - The U.S. and EU reached a new trade agreement, with the EU committing to increase investments in the U.S. by $600 billion and purchasing $750 billion worth of U.S. energy products [8] - The agreement maintains existing tariffs on steel and aluminum, with a focus on energy and automotive sectors [8] Group 5 - The U.S. Secretary of Commerce announced that the deadline for imposing additional tariffs on August 1 will not be extended, emphasizing the need for a favorable agreement with the EU [10] Group 6 - The State Council of China announced plans to gradually implement free preschool education, highlighting its importance for long-term development and the need for local governments to detail funding and support measures [12] Group 7 - The National Bureau of Statistics reported a 1.8% decline in profits for large-scale industrial enterprises in the first half of 2025, with state-owned enterprises seeing a 7.6% drop [16] - In contrast, foreign and Hong Kong-Macau investment enterprises experienced a 2.5% profit increase [16] Group 8 - The National Development and Reform Commission allocated 69 billion yuan for the third batch of special bonds to support the consumption of old goods [17] Group 9 - The Chinese government proposed the establishment of a World Artificial Intelligence Cooperation Organization to promote global governance and bridge the digital divide [19] Group 10 - The Ministry of Agriculture and Rural Affairs and nine other departments issued a plan to promote agricultural product consumption, encouraging collaboration between food companies and research institutions [20][21] Group 11 - The China Pesticide Industry Association launched a three-year action plan to improve market order and combat low-price competition in the pesticide industry [23] Group 12 - Shouchuang Securities announced plans to list on the Hong Kong Stock Exchange to enhance capital strength and international influence [25] - Linglong Tire submitted its H-share issuance application to the Hong Kong Stock Exchange [27] Group 13 - Shanghai Jinqiao Information Co., Ltd. plans to raise 633 million yuan through a private placement to fund AI research and upgrade core solutions [29] Group 14 - *ST Suwu faces potential delisting due to alleged information disclosure violations, with the company under investigation by the China Securities Regulatory Commission [31] - *ST Wanfang and Taiyuan Heavy Industry also received notices of investigation for similar violations [32][33] Group 15 - Zijin Mining's vice president plans to reduce holdings by up to 250,300 shares to fund the company's employee stock ownership plan [37] - ST Luton and Ruixin Technology announced plans for share reductions by specific shareholders [37] Group 16 - Rebekah reported a 15.31% increase in net profit for the first half of 2025, with total revenue reaching 598 million yuan [38] - Laopu Gold expects a net profit increase of 279% to 288% for the same period, with sales projected between 138 billion yuan and 143 billion yuan [39] - Tongzhou Electronics turned a profit with a 662% increase in net profit, achieving revenue of 540 million yuan [40]

股票代码：002052 股票简称：同洲电子 公告编号：2025-072 一、重要提示 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 登录新浪财经APP 搜索【信披】查看更多考评等级 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ 3、公司股东数量及持股情况 单位：股 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 □适用 √不适用 4、控股股东或实际控制人变更情况 控股股东报告期内变更 二、公司基本情况 1、公司简介 ■ 2、主要会计数据和财务指标 □适用 √不适用 公司报告期实际控制人未发生变更。 5、 ...

股票代码：002052 股票简称：同洲电子 公告编号：2025-071 深圳市同洲电子股份有限公司 表决结果：3 票同意，0 票反对，0 票弃权 特此公告。 深圳市同洲电子股份有限公司监事会 《公司章程》等的相关规定。会议以书面表决的方式，审议并通过了以下议案： 议案一、《关于<2025 年半年度报告及其摘要>的议案》 监事会意见：经审核，监事会认为董事会编制和审核深圳市同洲电子股份有 限公司 2025 年半年度报告的程序符合法律、行政法规和中国证监会等的相关规 定，报告内容真实、准确、完整地反映了上市公司的实际情况，不存在任何虚假 记载、误导性陈述或者重大遗漏。 公司监事对 2025 年半年度报告发表如下确认意见：根据《证券法》第八十 二条的要求，本人作为深圳市同洲电子股份有限公司的监事，保证公司 2025 年 半年度报告内容真实、准确、完整，不存在任何虚假记载、误导性陈述或者重大 遗漏。 第七届监事会第六次会议决议公告 本公司及监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。 深圳市同洲电子股份有限公司（以下简称"公司"）第七届监事会第六次会 议通知于 2025 年 ...

| | 占用方与 | | | | 2025 | 年半年 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 上市公司核 | 2025 | 年期 | 度占用累计 | | 2025 年半 | 2025 | 年半 | | | 资金占用 | | 上市公司 | | | | 度占用资金 | | | 占用形 | | | 非经营性资金占用 | | | 算的会计科 | 初占用资 | 发生金额 | | | 年度偿还累 | 年度期 | | | 末占 | | 占用性质 | | | | | | | | | | 方名称 | | 的关联关 | | | 的利息（如 | | | | 成原因 | | | | | 目 | 金余额 | （不含利 | | | 计发生金额 | 用资金余额 | | | | | 系 | | | | 有） | | | | | | | | | | | 息） | | | | | | | | 控股股东、实际控 | | | | | | | | | | | | | | | | | | | | | 非经营性占用 | | | ...

末增减 | | | | 深圳市同洲电子股份有限公司 | 2025 年半年 | | --- | --- | | 度报告摘要 | | | 股票代码：002052 股票简称：同洲电子 | 公告编号： | | 2025-072 | | | 深圳市同洲电子股份有限公司 | | | 一、重要提示 | | | 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 | | | 资者应当到证监 | | | 会指定媒体仔细阅读半年度报告全文。 | | | 所有董事均已出席了审议本报告的董事会会议。 | | | 非标准审计意见提示 | | | □适用 ?不适用 | | | 董事会审议的报告期利润分配预案或公积金转增股本预案 | | | □适用 ?不适用 | | | 公司计划不派发现金红利，不送红股，不以公积金转增股本。 | | | 董事会决议通过的本报告期优先股利润分配预案 | | | □适用 ?不适用 | | | 二、公司基本情况 | | | 股票简称 同洲电子 | 股票代码 002052 | | 股票上市交易所 深圳证券交易所 | | | 变更前的股票简称（如有） *ST 同洲 | | | ...

深圳市同洲电子股份有限公 2025 年半年度财务报告 深圳市同洲电子股份有限公司 2025 年半年度财务报告 【2025 年 7 月】 1 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 深圳市同洲电子股份有限公 2025 年半年度财务报告 编制单位：深圳市同洲电子股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 206,913,013.60 | 328,412,901.72 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | | | | 衍生金融资产 | | | | 应收票据 | 260,219.20 | 1,488,774.81 | | 应收账款 | 223,218,837.60 | 455,705,063.40 | | 应收款项融资 | 25,160,000.00 | 677,420.84 | | 预付款项 | 2,172,871.73 | 2,62 ...