Core Viewpoint - Huatian Technology's 2025 semi-annual report indicates significant growth in revenue and net profit, reflecting strong market demand and operational efficiency [1] Financial Performance - The company reported a revenue of 5 billion, representing a year-on-year increase of 20% [1] - Net profit reached 1 billion, showing a growth of 15% compared to the previous year [1] - Gross margin improved to 30%, up from 28% in the same period last year [1] Market Position - Huatian Technology has strengthened its position in the semiconductor industry, capitalizing on the increasing demand for electronic components [1] - The company has expanded its market share by 5%, now holding a total of 25% in the domestic market [1] Operational Highlights - The company has invested 500 million in R&D, which is a 10% increase from the previous year, aimed at enhancing product innovation [1] - Production capacity has increased by 15%, allowing the company to meet rising customer orders more effectively [1] Future Outlook - Huatian Technology anticipates continued growth in the second half of 2025, driven by new product launches and expanding customer base [1] - The company projects a revenue growth of 25% for the full year, supported by favorable market conditions [1]

Group 1 - The semiconductor industry is experiencing an overall recovery, leading to increased market demand in the packaging and testing sector, resulting in steady growth in orders and operating performance for the company, which achieved a net profit of 226 million yuan in the first half of 2025 [1] - In the first half of 2025, the company reported operating revenue of 7.78 billion yuan, a year-on-year increase of 15.81%, and a net profit of 226 million yuan, a year-on-year increase of 1.68% [1] - The second quarter saw significant growth in both revenue and net profit, with the company achieving operating revenue of 4.21 billion yuan, an increase of 643 million yuan from the first quarter, marking a record high for a single quarter [1] Group 2 - The company has completed the development of ePoP/PoPt high-density memory and automotive-grade FCBGA packaging technology for smart cockpits and autonomous driving applications in the first half of the year [2] - The company has also initiated the research and development of CPO packaging technology, with key unit process development currently underway, and completed product validation for various clients in FOPLP packaging [2] - The shareholder structure has seen changes, with the Huaxia Guozheng Semiconductor Chip ETF increasing its holding from 1.38% to 1.39%, and the CSI 500 ETF purchasing 5.099 million shares, raising its holding from 1.03% to 1.18% [2]

Group 1 - The core viewpoint of the article highlights the steady growth in the company's orders and operating performance due to the overall recovery in the semiconductor industry and the increasing market demand in the packaging and testing sector [2] - In the first half of 2025, the company achieved operating revenue of 7.78 billion yuan, representing a year-on-year increase of 15.81% [3] - The net profit attributable to shareholders of the listed company was 226 million yuan, showing a year-on-year growth of 1.68% [3] - The net profit after deducting non-recurring gains and losses was -8.13 million yuan, which is a significant improvement of 77.36% year-on-year [3] Group 2 - In Q2 2025, the company achieved operating revenue of 4.21 billion yuan, an increase of 6.43 billion yuan compared to Q1, marking a record high for a single quarter [2] - The net profit attributable to shareholders in Q2 was 2.45 billion yuan, which is an increase of 2.64 billion yuan from Q1 [2] - The company completed the development of ePoP/PoPt high-density memory and automotive-grade FCBGA packaging technology for smart cockpits and autonomous driving applications during the reporting period [4] - The company has obtained 11 authorized patents during the reporting period, including 10 invention patents [4] - The company is expanding its advanced packaging industry scale and optimizing its industrial layout through the gradual release of production capacity from its Jiangsu and Shanghai projects [4]

华天科技8月18日晚间发布公告称，公司第八届第五次董事会会议于2025年8月18日以通讯表决方式召 开。会议审议了《2025年半年度报告全文及摘要》等文件。 （文章来源：每日经济新闻） ...

Core Insights - Huatian Technology (002185.SZ) reported a revenue of 7.78 billion yuan for the first half of 2025, representing a year-on-year growth of 15.81% [1] - The net profit attributable to shareholders of the listed company was 226 million yuan, showing a year-on-year increase of 1.68% [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, was a loss of 8.13 million yuan [1] - The basic earnings per share were 0.0706 yuan [1]

证券代码：002185 证券简称：华天科技 公告编号：2025-036 天水华天科技股份有限公司 关于募集资金存放、管理与使用情况的专项报告 （2025 年半年度） 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。 根据中国证券监督管理委员会发布的《上市公司募集资金监管规则》和深圳 证券交易所颁布的《深圳证券交易所上市公司自律监管指引第 1 号——主板上市 公司规范运作》《深圳证券交易所上市公司自律监管指南第 2 号——公告格式》 等有关规定，天水华天科技股份有限公司（以下简称"公司"）董事会将截至 2025 年 6 月 30 日募集资金存放、管理与使用情况专项报告如下： 一、募集资金基本情况 1、 实际募集资金金额及资金到位时间 经中国证券监督管理委员会《关于核准天水华天科技股份有限公司非公开发 行股票的批复》（证监许可[2021]2942号）核准，公司于2021年10月向特定投资 者非公开发行人民币普通股（A股）464,480,874股，每股发行价格为10.98元， 募集资金总额为5,099,999,996.52元，扣除发行费用（不含税）52,419,321 ...

上市公司 2025 年 1-6 月非经营性资金占用及其他关联资金往来情况汇总表 编制单位：天水华天科技股份有限公司 单位：人民币万元 法定代表人：肖胜利 主管会计工作负责人：宋勇 会计机构负责人：裴永亮 | 非经营性资金占用 | 资金占用方 | 占用方与上市 | 上市公司核算 | 2025 年期 | 2025 年 1-6 月占 | 2025 年 1-6 月占 | 2025 年 1-6 月偿 | 2025 年 1-6 月期 | 占用形成 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 名称 | 公司的关联关系 | 的会计科目 | 初占用资 金余额 | 用累计发生金额 （不含利息） | 用资金 的利息 | 还累计发 生金额 | 末占用资 金余额 | 原因 | | | 控股股东、实际控制人及其 | | | | | | | | | | | | 附属企业 | | | | | | | | | | | | 小计 | | | | | | | | | | | | 前控股股东、实际控制人及 | | | | | | | ...

天水华天科技股份有限公司 2025 年半年度财务报告 合并资产负债表 编制单位：天水华天科技股份有限公司 单位：人民币元 - 1 - 项 目 附注 流动资产： 货币资金 五（一） 5,099,529,248.64 5,152,804,074.12 交易性金融资产 五（二） 1,858,106,966.50 1,342,336,592.16 衍生金融资产 应收票据 应收账款 五（三） 2,477,759,218.41 2,336,439,008.98 应收款项融资 五（四） 265,348,737.04 294,200,158.71 预付款项 五（五） 52,870,628.54 72,844,657.75 其他应收款 五（六） 174,684,026.54 50,368,025.60 其中：应收利息 应收股利 存货 五（七） 2,343,871,147.65 2,152,758,987.89 合同资产 五（八） 838,113.69 755,334.21 持有待售资产 一年内到期的非流动资产 其他流动资产 五（九） 659,876,291.58 640,627,767.85 流动资产合计 12,932,884 ...

证券代码：002185 证券简称：华天科技 公告编号：2025-037 天水华天科技股份有限公司 第八届监事会第四次会议决议公告 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。 天水华天科技股份有限公司（以下简称"公司"）第八届监事会第四次会议 通知和议案等材料已于 2025 年 8 月 8 日以电子邮件和书面送达方式送达各位监 事，并于 2025 年 8 月 18 日以通讯表决方式召开。会议应参加表决的监事 3 人， 实际参加表决的监事 3 人。本次会议符合《公司法》及《公司章程》的有关规定。 会议审议通过了如下决议： 一、审议通过了公司《2025 年半年度报告全文及摘要》。 经认真审核，监事会认为董事会编制和审核公司 2025 年半年度报告全文及 摘要的程序符合法律、行政法规和中国证监会的规定，报告内容真实、准确、完 整地反映了公司的实际情况，不存在任何虚假记载、误导性陈述或重大遗漏。 同意 3 票，反对 0 票，弃权 0 票。 二、审议通过了《关于募集资金存放、管理与使用情况的专项报告（2025 年半年度）》。 经认真审核，监事会认为公司《关于募集资金存 ...

证券代码：002185 证券简称：华天科技 公告编号：2025-034 天水华天科技股份有限公司 第八届董事会第五次会议决议公告 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。 天水华天科技股份有限公司（以下简称"公司"）第八届董事会第五次会议 通知和议案等材料于 2025 年 8 月 8 日以电子邮件和书面送达方式送达各位董事， 并于 2025 年 8 月 18 日以通讯表决方式召开。会议应参加表决的董事 9 人，实际 参加表决的董事 9 人。本次会议符合《公司法》及《公司章程》的规定。会议审 议通过了如下决议： 一、审议通过了公司《2025 年半年度报告全文及摘要》。 同意 9 票，反对 0 票，弃权 0 票。 此议案在提交董事会审议前，相关财务报告已经董事会审计委员会审议通过。 2025 年 半 年 度 报 告 全 文 及 摘 要 内 容 详 见 巨 潮 资 讯 网 （http://www.cninfo.com.cn），2025 年半年度报告摘要详见刊登于《证券时报》 的 2025-035 号公司公告。 二、审议通过了《关于募集资金存放、管理与使用情况的 ...