证券日报网讯 天融信8月22日发布公告，在公司回答调研者提问时表示，2025年第二季度，营业收入 4.91亿元，同比增长8.72%，三项费用总额同比减少20.59%，2025年单Q2实现净利润为369.53万元， 2024年单Q2净利润亏损1.16亿元，同比减亏103.17%，实现盈利。 （编辑 袁冠琳） ...

Core Viewpoint - Tianrongxin announced its financial performance related to its intelligent computing cloud products, indicating a steady growth in revenue over the past three years [1] Financial Performance Summary - In the first half of 2023, the revenue from intelligent computing cloud products was 73.23 million yuan, accounting for 7.29% of total revenue, with a year-on-year increase of 3.00% [1] - In the first half of 2024, the revenue reached 99.44 million yuan, representing 11.39% of total revenue, showing a significant year-on-year increase of 35.80% [1] - For the first half of 2025, the revenue is projected to be 102 million yuan, which will account for 12.40% of total revenue, indicating a continued growth trend [1]

Core Viewpoint - Tianrongxin announced on August 22 that the increase in gross margin in the first half of the year is primarily due to the company's focus on core business and control over low-margin projects, with security revenue's share of total revenue increasing. The gross margin for the entire year is expected to exceed last year's level [1] Group 1 - The company reported a growth in gross margin for the first half of the year [1] - The increase in gross margin is attributed to a focus on core business and management of low-margin projects [1] - The proportion of security revenue in total revenue has risen [1] Group 2 - The company anticipates that the gross margin for the full year will surpass last year's figures [1]

Group 1 - The company announced on August 22 that by the first half of 2025, the proportion of low-margin projects in its revenue is expected to decrease by 12.5 percentage points year-on-year [1] - This reduction is primarily due to the company's focus on core business areas and a gradual reduction in low-margin integration projects [1]

证券日报网讯天融信（002212）8月22日发布公告，在公司回答调研者提问时表示，2025年上半年信创 收入1.10亿元，占营业收入比重13.36%。1)政府及事业单位信创收入比重：2023年度21.31%；2024年度 21.51%；2025年上半年9.22%，预计全年仍为20%以上。2)国有企业信创收入比重：2023年度9.36%； 2024年度11.84%；2025年上半年19.92%。 ...

证券日报网讯天融信（002212）8月22日发布公告，在公司回答调研者提问时表示，公司2025年上半年 政府客户营收同步下降较明显，项目数量和规模都在筑底过程中，但会逐渐向好。 ...

Market Performance - The Shanghai Composite Index rose further, breaking the 3800-point mark for the first time since August 19, 2015, when it reached a high of 3811.43 points [1] - At the close, the Shanghai Composite Index increased by 1.45%, the Shenzhen Component Index by 2.07%, the ChiNext Index by 3.36%, and the North 50 Index by 0.69% [3] - The total trading volume across the Shanghai, Shenzhen, and Beijing markets was 25,788 billion yuan, an increase of 872 billion yuan compared to the previous day [3] Sector Performance - The semiconductor sector showed strong performance, with companies like Shengmei Shanghai, Haiguang Information, and Cambrian Technology hitting the daily limit [3] - The securities sector also saw gains, with Everbright Securities and Xinda Securities reaching the daily limit [3] - The CPO sector performed well, with Fangzheng Technology and Xuguang Electronics hitting the daily limit [3] - Conversely, the dairy sector weakened, with Keta Bio falling nearly 4%, and the gas sector also declined, with Hongtong Gas dropping over 2% [3] Stock Highlights - Within the chip concept sector, 22 companies hit the daily limit, with two stocks achieving consecutive limit-ups, including Wantong Development and Tianrongxin [3] - In the Huawei concept sector, 22 companies also hit the daily limit, with seven stocks achieving consecutive limit-ups, the highest being six consecutive days, including Kosen Technology and Huaguang Huaneng [3] - The artificial intelligence sector had 22 companies hitting the daily limit, with two stocks achieving consecutive limit-ups, the highest being four consecutive days, including Tianrongxin and Cambrian Technology [3]

Group 1 - Tianrongxin's stock closed at 10.15 yuan on August 22, with a limit-up increase of 9.97% and a total net inflow of 1.61 billion yuan from main funds, accounting for 15.95% of total trading volume [1][2] - The stock's limit-up was driven by several factors, including the commercialization of the Intelligent Computing Cloud platform and the Tianwen large model, which improved sales and gross margins [1] - The company made breakthroughs in digital currency security construction, participating in multiple cross-border payment and digital currency infrastructure projects for financial clients [1] Group 2 - Tianrongxin's product line covers 294 models and has obtained over 3,100 compatibility certifications, with large-scale applications in nearly 30 industries, including government and finance [1] - The AI security strategy has been upgraded, with the Tianwen large model completing dual record-filing with the Cyberspace Administration and establishing a systematic protection plan [1] - The company's net loss for the first half of 2025 narrowed by 68.56% year-on-year, indicating significant improvement in operational efficiency [1] Group 3 - In the past five days, the stock has seen fluctuations in fund flows, with main funds showing a net inflow on August 22, while retail investors experienced a net outflow of 60.81 million yuan [2] - The stock is categorized under domestic chips, DeepSeek concept stocks, and tax reform concept stocks, with respective increases of 3.75%, 3.69%, and 2.97% on the same day [4]

Core Viewpoint - As of August 22, 2023, 202 stocks have experienced consecutive increases for 5 trading days or more, indicating a strong upward trend in the market [1] Group 1: Stock Performance - Yalian Machinery (001395), Tongzhou Electronics (002052), Weicet Technology, and Guangdian Yuntong (002152) have seen consecutive increases for 10 trading days [1] - Tianrongxin (002212), Bochao Electronics, China Science Publishing (601858), and Honghe Technology (603256) have recorded consecutive increases for 8 trading days [1] - During the consecutive increase period, Tongzhou Electronics achieved a cumulative increase of 104.96%, while Kosen Technology (603626) saw a cumulative increase of 77.24% [1]

格隆汇8月22日丨天融信(002212.SZ)于近期投资者关系活动表示，公司2025年上半年政府客户营收同步 下降较明显，项目数量和规模都在筑底过程中，但会逐渐向好。 ...