深圳和而泰智能控制股份有限公司 2025 年半年度报告全文 深圳和而泰智能控制股份有限公司 2025 年半年度报告 二〇二五年八月 1 深圳和而泰智能控制股份有限公司 2025 年半年度报告全文 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。 公司负责人刘建伟、主管会计工作负责人罗珊珊及会计机构负责人（会计 主管人员）李竟声明：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。 本报告中如有涉及未来的计划，经营目标、业绩预测等方面的内容，均不 构成本公司对任何投资者的实质承诺，投资者及相关人士均应对此保持足够的 风险认识，并且应当理解计划、预测与承诺之间的差异。 公司不存在影响财务状况和持续盈利能力的重大风险。公司经营中可能存 在的风险及应对措施，详见本报告"第三节 管理层讨论与分析"，之十"公司 面临的风险和应对措施"，敬请广大投资者注意投资风险。 一、载有法定代表人、主管会计工作负责人、会计机构负责人签名并盖章的会计报表。 二 ...

和而泰公告，2025年上半年营业收入54.46亿元，同比增长19.21%。净利润3.54亿元，同比增长 78.65%。公司计划不派发现金红利，不送红股，不以公积金转增股本。 ...

Group 1 - The smart speaker concept has gained traction, leading to a surge in stock prices for related companies [1] - Hearta Technology has reached its daily limit increase, indicating strong market interest [1] - Other companies such as GoerTek and Jiahe Intelligent have also seen their stock prices rise in response to the trend [1]

Core Viewpoint - The market showed mixed performance with the Shanghai Composite Index briefly surpassing 3700 points, indicating a strong market trend supported by liquidity and a positive global risk appetite [3][10][11]. Market Performance - As of the midday close, the Shanghai Composite Index was at 3690.88 points, up 0.2%, while the Shenzhen Component Index and the ChiNext Index fell by 0.15% and 0.23%, respectively [3][4]. - Over 4200 stocks in the market experienced declines, reflecting a broad-based sell-off [5]. Sector Analysis - Major weight stocks rallied, particularly in stablecoins and large financials, while AI hardware stocks underwent a collective pullback [7]. - The defense sector saw significant declines, with Longcheng Military Industry nearing a trading halt [7]. Capital Flow - Main capital inflows were observed in sectors such as computers, non-bank financials, and food and beverage, while outflows were noted in defense, power equipment, machinery, and automotive sectors [8]. - Specific stocks like Haiguang Information, Zhongke Shuguang, and Heertai saw net inflows of 2.145 billion, 2.017 billion, and 1.542 billion, respectively [9]. Analyst Opinions - Analysts from Shenzhen Dexun Securities noted that the market's strong performance and increased trading volume above 2 trillion indicate a solid foundation for a slow bull market, suggesting a hold strategy for medium to long-term investments [10]. - Guodu Securities highlighted the potential for short-term pullbacks after a series of gains, advising caution in chasing high valuations while focusing on structural opportunities in technology and finance sectors [11].

Robotics - Upbeat Electronics currently has no product layout in the robotics field [1] - New Times plans to launch an embodied intelligent welding solution in September this year [1] - Zhongke Magnetic Industry has established cooperation with ultra-lightweight humanoid robotic arm industry clients [1] - Zhiwei Intelligent has launched a robot brain control product line based on Nvidia Jetson and other chip platforms [1] - Daili New Materials has verified its robotic tendon samples with several domestic related manufacturers [1] - Tongda Hai is actively promoting native development and compatibility adaptation work based on the CANN ecosystem [1] AI and Large Models - Guoguang Electric values the research and development of new AI headphone products but has not yet achieved mass production [1] - Juxin Technology continues to build a low-power AI computing power platform, gradually expanding to more application scenarios beyond audio [1] - Heertai's tactile human body screen technology has been applied in the company's smart body-sensing clothing project [1] Solid-State Batteries - Del's shares have established a sample trial production line for solid-state batteries in Shanghai [1] - Tianhua New Energy has completed the research and development of lithium-rich manganese-based positive materials and sent samples for evaluation to multiple solid-state battery customers [1] Other Developments - Cambrian has denied rumors regarding large orders for carrier boards from a certain manufacturer [1] - Jiaxun Feihong has not collaborated with Huawei in the eSIM card communication module field [1] - Weifeng Electronics currently has products applied in the server power control field [1] - Saiteng Co., Ltd. has already delivered HBM equipment in batches [1] - Lens Technology is currently cooperating with customers to develop the next generation of cover glass [1] - Metro Design has developed a smart planning platform for urban rail transit based on multi-source data, which has been promoted in multiple cities [1] - Chongde Technology's dynamic pressure oil film sliding bearing products are mainly used in energy generation, industrial drive, petrochemical, and shipping fields [1] - Leyard provides display solutions for the "Panda Eye" training base [1] - Pengling Co., Ltd. has received mass production orders for its thermal management project from SAIC Passenger Vehicle [1]

和而泰在互动平台表示，公司的体感反馈穿戴设备主要应用的是触感人体屏技术，该技术是一种集合了 触觉感知识别（输入）与触觉反馈呈现（输出）的前沿技术，可以运用在具有触感采集与传递功能的体 感衣或人工皮肤上。目前该技术在公司的智能体感衣项目上已落地运用，该项目收入规模较小，对公司 业绩暂不构成重大影响，对未来业绩影响不确定。 (本文来自第一财经) ...

金融界消息 截至2025年8月8日收盘，和而泰（002402）报收于26.77元，下跌0.37%，换手率6.43%，成 交量51.82万手，成交金额13.92亿元。 资金流向方面，今日主力资金净流出4228.60万元，占比成交额3.04%。其中，超大单净流出1163.15万 元、占成交额0.84%，大单净流出3065.45万元、占成交额2.2%，中单净流出流出137.77万元、占成交额 0.1%，小单净流入4366.37万元、占成交额3.14%。 和而泰最新一期业绩显示，截至2025一季报，公司营业总收入25.85亿元、同比增长30.44%，归属净利 润1.69亿元，同比增长75.41%，扣非净利润1.62亿元，同比增长96.16%，流动比率1.395、速动比率 0.956、资产负债率53.67%。 来源：金融界 天眼查商业履历信息显示，深圳和而泰智能控制股份有限公司，成立于2000年，位于深圳市，是一家以 从事计算机、通信和其他电子设备制造业为主的企业。企业注册资本92508.0285万人民币，实缴资本 19244.28万人民币。公司法定代表人为刘建伟。 通过天眼查大数据分析，深圳和而泰智能控制股份有限公司 ...

Core Insights - The company, Heertai, reported that its various business segments are expanding smoothly, with increasing market share within client organizations [1] - The company plans to horizontally expand its client base and diversify its product categories to further enhance overall market share [1] - Heertai aims to maintain keen insights into emerging technologies, continuously innovating their application in product offerings to accelerate product deployment [1] - The company is focused on strategic development planning, actively expanding product categories and application scenarios to create smarter and more efficient solutions for clients [1] - The company will disclose its 2025 semi-annual report on August 15, detailing specific business developments [1]

每经AI快讯，有投资者在投资者互动平台提问：公司是否参股北京源络科技有限公司？ 和而泰（002402.SZ）8月8日在投资者互动平台表示，公司通过合伙企业持股北京源洛科技有限公司。 （文章来源：每日经济新闻） ...

证券之星消息，8月6日家电零部件板块较上一交易日上涨2.7%，海立股份领涨。当日上证指数报收于 3633.99，上涨0.45%。深证成指报收于11177.78，上涨0.64%。家电零部件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) | | --- | --- | --- | --- | --- | --- | | 600619 | 海立股份 | 17.92 | 10.01% | 133.75万 | 22.97亿 | | 002676 | 顺威股份 | 8.61 | 6.03% | 125.86万 | 10.88 Z | | 300279 | 和晶科技 | 8.12 | 5.73% | 94.83万 | 7.81亿 | | 300403 | 汉宇隼团 | 16.02 | 4.23% | 60.49万 | 9.58亿 | | 002402 | 和而泰 | 27.66 | 3.75% | 133.35万 | 37.19亿 | | 300217 | 东方电热 | 5.32 | 3.10% | 74.71万 | 3.95亿 | | 002050 | 三花智控 | ...