Core Viewpoint - The recent financial report of Electric Light Technology (002730) shows mixed results, with a slight increase in total revenue but a decline in net profit, indicating potential challenges in profitability and cash flow management [1][2]. Financial Performance Summary - Total revenue for the first half of 2025 reached 563 million yuan, a year-on-year increase of 1.03% [1]. - Net profit attributable to shareholders was 47.04 million yuan, down 2.65% compared to the previous year [1]. - In Q2 2025, total revenue was 290 million yuan, reflecting a decrease of 4.94% year-on-year, while net profit for the same quarter was 26.41 million yuan, up 1.62% [1]. - The gross margin was 40.02%, a decrease of 3.85% year-on-year, and the net margin was 8.86%, down 4.6% [1]. - The company’s accounts receivable reached 736 million yuan, an increase of 8.63%, with accounts receivable accounting for 779.2% of net profit [1][4]. Cash Flow and Financial Ratios - Operating cash flow per share improved significantly to 0.14 yuan, a year-on-year increase of 355.35% [1]. - The company’s financial expenses surged by 165.17%, attributed to the depletion of raised funds [2]. - The net increase in cash and cash equivalents rose by 246.33%, driven by increased financing activities [2]. Business Model and Investment Considerations - The company’s performance is primarily driven by R&D, marketing, and capital expenditures, necessitating careful evaluation of capital spending projects [3]. - Historical data indicates a weak return on invested capital (ROIC) of 4.86%, with a median ROIC of 5.9% over the past decade, suggesting limited investment returns [2][3].

Core Viewpoint - The report indicates a significant presence of institutional investors in Dianzhi Technology, holding 49.25% of the total shares, although there has been a slight decrease in their holdings compared to the previous quarter [1] Institutional Holdings - As of August 26, 2025, four institutional investors disclosed their holdings in Dianzhi Technology, totaling 178 million shares [1] - The institutional investors include Dianzhi Technology Co., Ltd., Huaxia Tianxin Intelligent IoT Co., Ltd., Taikang Asset Fengying Equity Pension Product - China Construction Bank Co., Ltd., and Taikang Life Insurance Co., Ltd. - Universal - Personal Universal Product (Ding) [1] - The overall institutional holding ratio decreased by 0.92 percentage points compared to the previous quarter [1] Foreign Investment - The report notes that there were no new disclosures from foreign institutions in this period, with previously disclosed foreign institutions including Merrill Lynch International, UBS AG, and J.P. Morgan Securities PLC - proprietary funds [1]

Group 1 - The core point of the article highlights that DLG Technology's stock closed at 18.43 yuan on August 26, experiencing a decline of 1.02% from the previous trading day [1] - The company reported a trading volume of 138,700 lots and a transaction amount of 257 million yuan on the same day [1] - DLG Technology's main business is specialized equipment manufacturing, with applications across multiple sectors [1] Group 2 - According to the latest semi-annual report, DLG Technology achieved an operating revenue of 563 million yuan in the first half of the year, reflecting a year-on-year growth of 1.03% [1] - The net profit attributable to shareholders of the listed company was 47.04 million yuan, showing a year-on-year decrease of 2.65% [1] - On August 26, the net outflow of main funds was 29.88 million yuan, with a cumulative net outflow of 114 million yuan over the past five days [1] Group 3 - The company stated that its products and technologies do not currently involve liquid cooling and temperature control fields [1]

Group 1 - The company reported a revenue of 560 million yuan for the first half of the year, representing a year-on-year increase of 1.03% [1] - The net profit attributable to shareholders of the listed company was 47.04 million yuan, showing a year-on-year decrease of 2.65% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 33 million yuan, reflecting a significant year-on-year decline of 30.63% [1]

电光防爆科技股份有限公司 2025 年半年度财务报告 电光防爆科技股份有限公司 2025 年半年度财务报告 2025 年 08 月 1 电光防爆科技股份有限公司 2025 年半年度财务报告 一、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：电光防爆科技股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 423,304,351.70 | 365,564,373.69 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 10,069,638.89 | | | 衍生金融资产 | | | | 应收票据 | 12,754,050.75 | 21,138,681.13 | | 应收账款 | 735,810,607.08 | 722,821,709.77 | | 应收款项融资 | 51,543,201.34 | 71,527,260.52 | | 预付款项 | 27,373,512.87 | 18,299,498.73 | | 应收保费 | ...

电光科技 电光防爆科技股份有限公司关于公司 2025 年半年度募集资金存放与使用情况的 专项报告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 根据《上市公司监管指引第 2 号——上市公司募集资金管理和使用的监管要 求》及《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》等相关文件的规定，电光防爆科技股份有限公司（以下简称"公司"）将 2024 年上半年募集资金存放与使用情况报告如下： 一、募集资金基本情况 （一）实际募集资金金额和资金到账时间 经中国证券监督管理委员会《关于核准电光防爆科技股份有限公司非公开发 行股票的批复》（证监许可〔2021〕107 号）核准，公司非公开发行不超过 96,802,200 股新股。公司本次实际发行新股 39,405,880 股，募集资金总额 37,474.99 万元，扣除发行费用（不含增值税）人民币 563.91 万元后，实际募 集资金净额为人民币 36,911.09 万元。截至 2022 年 1 月 4 日，上述募集资金的 到位情况已经天健会计师事务所（特殊普通合伙）审验，并出具了《验资报告》 （ ...

电光科技 股票代码：002730 股票简称：电光科技 公告编号：2025-048 电光防爆科技股份有限公司 2、活动召开方式：本次业绩说明会通过深圳证券交易所"互动易"平台采 用 网 络 远 程 的 方 式 举 行 。 投 资 者 可 以 登 录 " 互 动 易 " 平 台 （http://irm.cninfo.com.cn），进入"云访谈"栏目参与本次业绩说明会，也 可扫描下方二维码参与交流。 （公司2025年半年度网上业绩说明会二维码） 关于举行2025年半年度网上业绩说明会的公告 3、出席人员：董事长石晓霞女士，财务总监陈爱微女士，董事会秘书兼副 总经理杨涛先生，独立董事娄亦捷先生。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 为充分尊重投资者、广泛听取投资者的意见和建议、提升交流的针对性，本 次业绩说明会提前向投资者公开征集问题。投资者可提前登录"互动易"平台 电光防爆科技股份有限公司（以下简称"公司"）于2025年8月27日披露了 《2025年半年度报告》，为便于广大投资者进一步了解公司2025年半年度经营情 况，公司将举办2025年半年度业绩说 ...

编制单位:电光防爆科技股份有 电光防爆科技股份有限公司2025年半年度 非经营性资金占用及其他关联资金往来情况汇总表 | 非经营性资金占用 | -TIV | | | | 2025年半年度占 | 2025年半年度 | | | | 甲位:人民中力刀 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 资金占用方名称 | 占用方与上市公 司的关联关系 | 上市公司核算的 会计科目 | 2025年期初 占用资金余额 | 用累计发生金额 | | 2025年半年度 2025年半年度 占用资金的利 偿还累计发生 | 2025年6月末 占用资金余额 | 占用形成原因 | 占用性质 | | | M | | | | (不含利息) | (如有) | 金额 | | | | | 控股股东、实际控制人及其附 屈企业 | 9 | | | | | | | | | 非经营性占用 | | A | | | | | | | | | | | | | | | | | | | | | | 非经营性占用 | | 小 计 | | | | | | | | | | | ...

电光科技 股票代码：002730 股票简称：电光科技 公告编号：2025-049 电光防爆科技股份有限公司 关于 2025 年半年度计提资产减值准备的公告 | 资产名称 | 年初至半年末计提资产 | 占 2024 年度经审计归属于母 | | --- | --- | --- | | | 减值准备金额（元） | 公司所有者净利润的比例（%） | | 信用减值损失 | 20,806,376.24 | 22.03% | | 其中：应收账款坏账 | | | | 准备 | 20,626,874.97 | 21.84% | | 其他应收款坏账准 | | | | 备 | 620,797.59 | 0.66% | | 应收票据坏账准备 | -441,296.32 | -0.47% | | 资产减值损失 | 1,242,684.45 | 1.32% | | 其中：存货跌价损失 | 1,063,254.08 | 1.13% | | 合同资产减值损失 | 179,430.37 | 0.19% | | 合计 | 22,049,060.69 | 23.35% | 二、本次计提资产减值准备的原因等具体情况 电光科技 1、应收账款计提坏账准 ...

电光防爆科技股份有限公司 2025 年半年度报告全文 电光防爆科技股份有限公司 【2025 年 8 月】 1 电光防爆科技股份有限公司 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。 公司负责人石晓霞、主管会计工作负责人陈爱微及会计机构负责人(会计 主管人员)刘娜声明：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。 2025 年半年度报告中所涉及的未来计划、发展战略等前瞻性描述不构成 公司对投资者的实质承诺，投资者及相关人士均应当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，敬请投资者注意投资风险。 本公司敬请投资者认真阅读本报告，公司在本报告"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"的部分，描述了公司未来经营 可能面临的主要风险及应对措施，敬请广大投资者注意风险。 2025 年半年度报告 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | 第二节 ...