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 ...

天水华天科技股份有限公司 2025 年半年度报告全文 天水华天科技股份有限公司 2025 年半年度报告 2025 年 8 月 1 天水华天科技股份有限公司 2025 年半年度报告全文 公司负责人肖胜利、主管会计工作负责人宋勇及会计机构负责人(会计主管人员)裴永 亮声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本公司请投资者认真阅读本半年度报告全文，并特别注意下列风险因素： 1、受半导体行业景气状况影响的风险 公司经营业绩与半导体行业的景气状况紧密相关，半导体行业发展过程中的波动使公 司面临一定的行业经营风险。另外，随着集成电路封装测试行业的竞争越来越激烈，也将 加大公司的经营难度。 第一节 重要提示、目录和释义 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、准确、 完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法律责任。 2、产品生产成本上升的风险 公司主要原材料的价格变化及人力成本的上升，会给公司成本控制带来一定困难。 3、技术研发与新产品开发失败的风险 集成电路市场的快速发展和电子产品的频繁更新换代，使得公司 ...

证券之星消息，8月18日大基金概念板块较上一交易日上涨1.89%，德邦科技领涨。当日上证指数报收于 3728.03，上涨0.85%。深证成指报收于11835.57，上涨1.73%。大基金概念板块个股涨跌见下表： 从资金流向上来看，当日大基金概念板块主力资金净流入4.71亿元，游资资金净流出7.95亿元，散户资金 净流入3.24亿元。大基金概念板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 688012 中微公司 | | 1.97亿 | 7.14% | -2.46 Z | -8.93% | 4929.22万 | 1.79% | | 300604 长川科技 | | 1.60亿 | 5.66% | -1.43(Z | -5.07% | -1645.96万 | -0.58% | | 301269 华大九天 | | 1.31 Z | 10.37% | -3087.84万 | -2.45% | -99 ...

Core Viewpoint - Huada Technology is establishing Nanjing Huada Advanced Packaging Co., Ltd. with a registered capital of 2 billion yuan, integrating its three core segments to capitalize on the explosive growth in the global advanced packaging market [1] Company Summary - Huada Technology is consolidating its subsidiaries, Huada Jiangsu, Huada Kunshan, and Huada Advanced No. 1 Fund, to form a new entity focused on advanced packaging [1] - The company is adopting a "cash + heavy asset" investment model, with Huada Jiangsu contributing land, real estate, and machinery, while Huada Kunshan and the Advanced No. 1 Fund provide cash support [1] - The establishment of Nanjing Huada Advanced is expected to create new business growth opportunities for the company and positively impact the semiconductor packaging and testing industry [1] Industry Summary - The global advanced packaging market is experiencing explosive growth, with major players like TSMC, Intel, and Samsung increasing their investments [1] - It is predicted that by 2027, the advanced packaging market will surpass traditional packaging for the first time [1] - The development of Nanjing Huada Advanced is anticipated to enhance domestic 2.5D/3D advanced packaging testing technology and contribute to the overall competitiveness of China's semiconductor industry [1]

Market Overview - The Shanghai Composite Index closed at 3665.92 points, above the annual line, with a change of 0.50% [1] - The total trading volume of A-shares reached 1,905.21 billion yuan [1] Stocks Breaking Annual Line - A total of 27 A-shares have surpassed the annual line today, with notable stocks including Desay SV, Wanli Stone, and *ST Guohua, showing divergence rates of 4.85%, 4.59%, and 4.49% respectively [1] - Stocks with smaller divergence rates that just crossed the annual line include China CNR, Ninghu Expressway, and Huatian Technology [1] Top Divergence Rate Stocks - The top three stocks with the highest divergence rates are: - Desay SV (7.44% increase, 4.72% turnover rate, latest price 113.91 yuan, divergence rate 4.85%) [1] - Wanli Stone (4.93% increase, 5.82% turnover rate, latest price 31.30 yuan, divergence rate 4.59%) [1] - *ST Guohua (4.97% increase, 2.12% turnover rate, latest price 8.87 yuan, divergence rate 4.49%) [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Kairun Co., Ltd. (4.82% increase, 4.94% turnover rate, latest price 22.40 yuan, divergence rate 4.08%) [1] - *ST Qingyan (3.39% increase, 4.36% turnover rate, latest price 14.64 yuan, divergence rate 3.05%) [1] - Huai Bei Mining (2.80% increase, 1.18% turnover rate, latest price 13.24 yuan, divergence rate 2.41%) [1]

Market Overview - The Shanghai Composite Index closed at 3666.91 points, above the annual line, with a change of 0.53% [1] - The total trading volume of A-shares reached 15535.32 billion yuan [1] Stocks Breaking Annual Line - A total of 25 A-shares have surpassed the annual line today, with notable stocks including Desay SV Automotive, *ST Guohua, and Kairun Co., which have significant deviation rates of 5.01%, 4.49%, and 3.80% respectively [1] - Other stocks like Central Plaza, CRRC, and Ninghu Expressway have just crossed the annual line with smaller deviation rates [1] Top Stocks by Deviation Rate - Desay SV Automotive (002920) showed a price increase of 7.60% with a deviation rate of 5.01% [1] - *ST Guohua (600636) increased by 4.97% with a deviation rate of 4.49% [1] - Kairun Co. (300577) rose by 4.54% with a deviation rate of 3.80% [1] - Wanli Stone (002785) and Huai Bei Mining (600985) also showed positive performance with deviation rates of 3.66% and 2.48% respectively [1] Additional Stocks with Minor Deviations - Stocks like Jiayi Co. (301004) and Tianfang Biao (871753) had deviation rates of 2.04% and 1.81% respectively [1] - Other stocks such as Huayang Group (002906) and Longxin Zhongke (688047) had minor deviations of 1.71% and 1.37% respectively [1] - Stocks like China National Chemical (601766) and Central Plaza (600280) had very small deviations of 0.07% and 0.04% respectively [2]

Core Viewpoint - The semiconductor industry in A-shares is experiencing a downturn due to the cyclical nature of the sector and slow recovery in consumer electronics demand, leading to widespread declines in net profits among listed companies. However, some leading firms have shown signs of recovery in the second quarter, driven by sectors like artificial intelligence, automotive electronics, and power grids. Group 1: Semiconductor Design Companies - Chip design companies are accelerating inventory reduction, with many reporting a decline in performance in the first half of the year, but some have stabilized and shown growth in the second quarter [2][3] - Rockchip, a leader in AIoT chips, expects revenue of approximately 858 million yuan, a year-on-year decrease of about 31%, but a sequential growth of around 60% in the second quarter [2] - GigaDevice, a leader in Nor Flash memory, anticipates a net profit of about 340 million yuan, down over 70% year-on-year, but with a nearly 30% increase from the first quarter [2] Group 2: Fingerprint Recognition and Wireless Chip Companies - Goodix, a leader in fingerprint recognition chips, expects revenue of about 2.02 billion yuan, a year-on-year increase of approximately 10.5%, but a net loss of about 137 million yuan [3] - Broadcom Integrated anticipates a net loss of between 64.8 million and 43.3 million yuan for the first half of 2023, with some improvement in the second quarter [3] - Zhaoxin Microelectronics, heavily reliant on the mobile market, expects a revenue decline of 25.48% year-on-year, with a net profit decrease of 50.01% to 55.06% [3] Group 3: Packaging and Testing Companies - Packaging and testing companies are showing significant sequential growth, with Tongfu Microelectronics reporting revenue of approximately 9.909 billion yuan, a year-on-year increase of 3.58%, but a net loss of 17 to 19.8 million yuan [7] - Longji Technology, a leading packaging and testing company, expects a net profit of 446 to 546 million yuan, a year-on-year decrease of 64.65% to 71.08%, but a significant increase in the second quarter [8] - Crystal Technology anticipates a net profit of 70 to 80 million yuan, a year-on-year decline of 58.11% to 63.35%, but expects to double its profit in the second quarter compared to the first [9] Group 4: Equipment Companies - Despite the overall semiconductor sector being in a downturn, equipment companies are experiencing rapid growth, with North Huachuang reporting revenue of 7.82 to 8.95 billion yuan, a year-on-year increase of 43.65% to 64.41% [10] - Zhongwei Company, a leader in etching equipment, expects revenue of approximately 2.527 billion yuan, a year-on-year increase of about 28.13%, with a net profit increase of 109.49% to 120.18% [11] - Wan Ye Enterprises is increasing its focus on integrated circuits, expecting a net profit of about 118 million yuan, a year-on-year increase of approximately 316% [12]

| | | | A股CFO数据报告 | | | | | --- | --- | --- | --- | --- | --- | --- | | | | | CFO学历为大专、公司营收高于50亿或市值超100亿名单 | | | | | 简称 | CFO | | 2024薪酬万元 薪酬变化万元 年龄 出生年份 学历 | | | | | 生益电子 | 唐慧芬 | 282.97 | 181.02 | રેર | 1970 | 大专 | | 贝特瑞 | 刘志文 | 274.83 | -230.93 | 46 | 1979 | 大专 | | 新和成 | 石观群 | 269.45 | 99.41 | 54 | 1971 | 大专 | | 水晶光电 | 郑萍 | 268.89 | 59.67 | ਦਰ | 1966 | 大专 | | 传音控股 | 肖永辉 | 260.90 | -124 66 | 56 | 1969 | 大专 | | 天赐材料 | 顾斌 | 216.50 | 0.03 | 60 | 1965 | 大专 | | 牧原股份 | 曹治年 | 210.26 | 30.08 | 48 | 1977 | 大专 | | 大 ...