中证报中证网讯(记者罗京)8月1日晚，海康威视（002415）发布2025年半年度报告，报告期内，公司实 现营业总收入418.18亿元，比上年同期增长1.48%；实现归属于上市公司股东的净利润56.57亿元，比上 年同期增长11.71%。 营业收入更有质量 此外，从更关注收入转变为更关注利润，其中一个关键抓手是控制应收款。海康威视表示，截至半年度 末公司应收款项与应收票据总额为372.57亿元，较去年末下降33.76亿元，较一季度末下降4.32亿元，值 得注意的是，二季度一般是应收规模扩大的时段，公司历史上只有2010年发生过二季度末应收规模环比 下降的情况，今年是第二次。 推动AI落地千行百业 公司表示，AI正在成为驱动海康发展的增长点。早在2006年，海康威视就组建了视频分析算法团队。 2015年，研发基于深度学习的人脸识别、车牌识别、视频结构化、行为分析等技术，并率先将深度学习 算法落地于行业应用中；2023年，发布"观澜"大模型，实现多模态大模型与行业知识的深度融合，为千 行百业提供了普惠AI工具。 经过多年的积累，海康威视绝大部分的产品线都已结合AI技术推出了AI产品。"过去几年，海康一直在 AI大 ...

Core Viewpoint - Hikvision is embracing AI large models to drive the application of AI across various industries, while also focusing on profit optimization and operational efficiency in its business strategy [1][4][6]. Financial Performance - In the first half of 2025, Hikvision achieved total revenue of 41.818 billion yuan, a year-on-year increase of 1.48% - The net profit attributable to shareholders was 5.657 billion yuan, reflecting an 11.71% year-on-year growth - The net cash flow from operating activities was 5.343 billion yuan, accounting for 94% of the net profit attributable to shareholders, compared to a cash outflow of 190 million yuan in the same period last year [1]. Strategic Adjustments - Starting from the second half of 2024, Hikvision shifted its focus from revenue to profit, implementing organizational changes and refined management practices - The company aims to maintain its leading position in the security industry while leveraging AI large model opportunities and accelerating internal digital transformation [2][6]. - Key adjustments include product line classification management, profit-based sales assessments, and vertical management for small and medium-sized enterprises (SMBG) [2][3]. AI Development and Applications - Hikvision has been investing in AI large models since 2006, with significant advancements in deep learning technologies for various applications - The company launched the "Guanlan" large model in 2023, integrating multi-modal capabilities with industry knowledge to provide accessible AI tools across sectors [4][5]. - AI large model products are widely applied in industrial manufacturing, power industry, urban governance, and traffic management, enhancing safety, quality, and operational efficiency [5]. Future Outlook - Hikvision anticipates a net profit growth of over 10% for the full year of 2025, with expectations for sequential improvement in performance - The company plans to maintain stable operating expenses while continuing to focus on profit optimization and high-quality revenue growth [6][7].

截至上半年末，总资产为1244.15亿元，同比下降5.76%；归属于上市公司股东的净资产为785.52亿元，同比下降2.62%；基本每股收益0.615元/股。 2025年上半年，全球经济复苏动力不均，海外贸易纠纷与地缘风险交织，外部不确定性依然突出；国内稳经济政策多措并举，经济展现出一定韧性但能见度 较低，企业与社会数字化转型升级进程在波动起伏中前进。面对复杂多变的国内外环境，海康威视表示，公司坚持稳扎稳打，以积极、审慎的态度应对各种 不确定性；以利润为经营核心，注重效益提升，持续推进组织变革和精细化管理，努力实现高质量、可持续的增长。 报告期内，公司积极把握AI大模型技术突破带来的发展机遇，驱动业务势能的持续释放；持续拓展场景数字化业务，为国内主业开辟出新的增长空间。同 时，公司坚持国际化发展战略，继续加大海外市场营销的投入，进一步提升海外收入占比。海康威视基于对智能物联产业的深刻理解，持续拓展物联感知边 界，推动多模态大模型技术落地实践，以大数据与软件能力构建应用闭环，助力全社会的数字化转型。 8月1日，海康威视发布2025年H1业绩报告称，上半年营收为418.18亿元，同比增长1.48%；归属于上市公司 ...

Group 1 - On August 2, 100 companies announced a total of 102 stock repurchase updates [1] - Two companies disclosed stock repurchase plans for the first time, with Nova Star Cloud planning to repurchase up to 150 million yuan and Baiyun Electric planning to repurchase up to 20 million yuan [2] - Among the companies with the highest repurchase amounts, Muyuan Foods repurchased 2.16 billion yuan, Hikvision repurchased 1.859 billion yuan, and Zhongwei Co. repurchased 797 million yuan [2] Group 2 - The companies that have completed their repurchases include Nengte Technology, which repurchased 500 million yuan, Saiyi Information with 5.0047 million yuan, and Enjie Co. with 4.2023 million yuan [2]

Group 1 - The Ministry of Finance and the State Taxation Administration announced the resumption of VAT on interest income from newly issued government bonds, local government bonds, and financial bonds starting from August 8 [1] - The Hong Kong High Court ruled that Zong Fuli cannot withdraw or transfer any assets from the bank account of Jianhao Venture Capital Limited until the litigation results are finalized [1] - The U.S. non-farm payrolls increased by only 73,000 in July, the lowest in nine months, significantly below the expected 110,000, indicating a rapid slowdown in the labor market [1] Group 2 - The central bank emphasized the implementation of a moderately loose monetary policy and enhancing the effectiveness of monetary policy measures [2] - The National Development and Reform Commission plans to accelerate the establishment of new policy financial tools to support private enterprises in major national projects [2] - The Supreme Court issued judicial interpretations on labor disputes, clarifying that agreements not to participate in social insurance are invalid [2] Group 3 - The Ministry of Finance reported six typical cases of local government hidden debt, with Xiamen, Chengdu, and Wuhan East Lake New Technology Development Zone adding hidden debts of 68.396 billion, 61.408 billion, and 10.385 billion respectively [3] Group 4 - The A-share market experienced a decline, with the Shanghai Composite Index falling by 0.37% to 3559.95 points, and the total trading volume for the day was 1.62 trillion [4] - The Hong Kong Hang Seng Index closed down 1.07% at 24507.81 points, marking four consecutive days of decline [5] Group 5 - The Hong Kong Stock Exchange published a consultation summary on optimizing IPO pricing and public market regulations, allowing a reduction in the minimum allocation ratio for IPO book-building from 50% to 40% [5] - The Shanghai Stock Exchange clarified that pre-application consultation is not a mandatory procedure for project acceptance [5] Group 6 - In the electric vehicle sector, July delivery figures showed significant growth for several companies, with Leap Motor surpassing 50,000 deliveries for the first time [9] - The Ministry of Industry and Information Technology issued a digital transformation implementation plan for the machinery industry, aiming for 50% of enterprises to reach a maturity level of two or above by 2027 [10] Group 7 - The State Administration of Foreign Exchange outlined key tasks for foreign exchange management, emphasizing the need for macro-prudential management of cross-border capital flows [21] - The onshore RMB closed at 7.2106 against the USD, down 176 basis points from the previous trading day [21]

董事会审议的报告期内的半年度利润分配预案或资本公积金转增股本预案（不适用）：公司计划不派发 现金红利，不送红股，不以资本公积金转增股本。 二、公司基本情况 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002415 证券简称：海康威视 公告编号：2025-031号 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。 本半年度报告未经审计。 1、公司简介 ■ 2、主要会计数据和财务指标 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 □ 适用 √ 不适用 公司报告期控股股东未发生变更。 实际控制人报告期内变更 □ 适用 √ 不适用 公司 ...

8月1日晚，海康威视（002415）披露2025年半年报。公司上半年实现营业收入418.18亿元，同比增长 1.48%；归母净利润56.57亿元，同比增长11.71%；基本每股收益0.62元。 今年上半年，海康威视夯实技术底座，强化创新驱动。公司持续发展多维感知、人工智能与大数据技 术；推进数字化产品的创新研发与大模型应用的有效落地，持续推出适应新场景与新需求、功能形态多 样的新产品，全面提升产品智能化水平，不断拓展公司智能物联业务的边界。 报告期内，海康威视深耕主业，提升核心能力。公司积极把握AI大模型技术突破带来的发展机遇，驱 动业务势能的持续释放；持续拓展场景数字化业务，为国内主业开辟出新增长空间。基于对智能物联产 业的深刻理解，持续拓展物联感知边界，推动多模态大模型技术落地实践，以大数据与软件能力构建应 用闭环，助力全社会数字化转型。 海康威视的稳健增长，离不开持续的研发投入。数据显示，今年上半年，公司研发投入56.69亿元，占 营业收入比重达到13.56%。 自去年四季度以来，海康威视大股东一直在落实增持计划。截至2025年4月8日收盘，中电海康集团累计 增持了684.56万股，增持资金2亿元；大股 ...

Hangzhou Hikvision Digital Technology Co., Ltd. January to June 2025 August 2, 2025 Section I Important Notes, Contents and Definitions Hikvision 2025 Half Year Report The Board of Directors, Board of Supervisors, directors, supervisors and senior management of Hangzhou Hikvision Digital Technology Co., Ltd. (hereinafter referred to as the "Company") hereby guarantee that the information presented in this report shall be together be wholly liable for the truthfulness, accuracy and completeness of its conten ...

Core Viewpoint - Hikvision's 2025 semi-annual report indicates a slight increase in revenue and net profit, while the company continues to face challenges from macroeconomic fluctuations and geopolitical tensions [1][7]. Financial Performance - Total revenue for the reporting period reached CNY 41.82 billion, a year-on-year increase of 1.48% [7][8]. - Net profit attributable to shareholders was CNY 5.66 billion, reflecting an 11.71% increase compared to the previous year [7][8]. - The net cash flow from operating activities surged to CNY 5.34 billion, a significant increase of 2917.51% from a negative cash flow in the previous year [7][8]. Business Segments - The innovative business segment generated CNY 11.77 billion in revenue, a 13.92% increase, accounting for 28.14% of total revenue [8][9]. - The main business revenue decreased by 3.17%, while the robot business and automotive electronics saw growth rates of 14.36% and 46.48%, respectively [8][9]. Cost and Expenses - Operating costs increased by 0.82% to CNY 22.92 billion, with a gross margin of 45.19% [9]. - Sales expenses rose by 4.29%, while management expenses decreased by 5.33% [8][9]. Asset and Liability Status - Total assets at the end of the reporting period were CNY 124.41 billion, down 5.76% from the previous year [7][8]. - The company's cash reserves decreased to CNY 31.29 billion, primarily due to dividend payments [9]. Strategic Focus - The company emphasizes technological innovation as a core driver for sustainable development, focusing on AI, big data, and digital product innovation [7][8]. - Hikvision is actively expanding its international market presence, increasing the proportion of overseas revenue [7][8].

| 2025 年半年度报告摘要 | 杭州海康威视数字技术股份有限公司 | 证券代码：002415 | 公告编号：2025-031 号 | 证券简称：海康威视 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 杭州海康威视数字技术股份有限公司 | 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。 | 本半年度报告未经审计。 | | | | | | | | | | | | | | 董事会审议的报告期内的半年度利润分配预案或资本公积金转增股本预案（不适用）：公司计划不派 | 发现金红利，不送红股，不以资本公积金转增股本。 | | | | | | | | | | | | | | 二、公司基本情 ...