Financial Performance - The company's operating revenue for the first half of 2025 was ¥3,190,581,732.51, representing a 7.77% increase compared to ¥2,960,605,144.23 in the same period last year[20]. - The net profit attributable to shareholders of the listed company was ¥236,227,061.09, a slight increase of 1.27% from ¥233,272,861.26 in the previous year[20]. - The net cash flow from operating activities increased by 27.06% to ¥317,655,803.57, compared to ¥249,999,424.43 in the same period last year[20]. - The basic and diluted earnings per share remained unchanged at ¥0.85[20]. - The weighted average return on equity increased to 5.00%, up from 4.76% in the previous year[20]. - The company's revenue for the reporting period was ¥3,190,581,732.51, representing a year-on-year increase of 7.77% compared to ¥2,960,605,144.23 in the previous year[39]. - The cost of goods sold increased by 9.22% to ¥2,563,212,779.18 from ¥2,346,764,840.99, indicating a rise in operational costs[39]. - Research and development expenses decreased by 9.97% to ¥168,797,555.51 from ¥187,487,723.11, reflecting a potential shift in investment strategy[39]. - The company achieved a net increase in cash and cash equivalents of ¥65,032,430.36, a turnaround from a decrease of ¥885,682,694.59 in the previous period[39]. - The total comprehensive income for the period was ¥250,844,242.85, compared to ¥227,111,803.14, reflecting an increase of approximately 10.4% year-over-year[148]. Assets and Liabilities - Total assets at the end of the reporting period were ¥8,783,509,829.54, a decrease of 2.11% from ¥8,973,002,432.89 at the end of the previous year[20]. - The net assets attributable to shareholders of the listed company decreased by 1.34% to ¥4,851,035,838.30 from ¥4,916,840,400.33 at the end of the previous year[20]. - Cash and cash equivalents increased to ¥2,178,144,999, representing 24.80% of total assets, up from 21.18% last year, a change of 3.62%[47]. - Accounts receivable decreased to ¥1,759,186,720, accounting for 20.03% of total assets, down from 22.91%, a decline of 2.88%[47]. - Inventory remained stable at ¥845,661,921, representing 9.63% of total assets, a slight increase of 0.27%[47]. - Total current assets decreased to ¥6,376,347,280.00 from ¥6,572,637,623.23, a reduction of approximately 2.98%[138]. - Total non-current assets increased slightly to ¥2,407,162,549.54 from ¥2,400,364,809.66, reflecting a growth of about 0.07%[139]. - Total liabilities decreased to ¥3,820,043,605.12 from ¥3,962,709,552.25, a decline of approximately 3.57%[140]. Research and Development - The company has established six major R&D centers and six manufacturing bases globally, focusing on energy exchange and efficient storage solutions[27]. - The company holds a total of 865 global authorized patents, including 107 invention patents and 449 utility model patents[31]. - The company has implemented a digital management model covering R&D, production, sales, and supply chain, with an MES coverage rate exceeding 95%[34]. - Investment in research and development has increased, with a focus on innovative technologies to improve product offerings[55]. - The company plans to invest 5 million in research and development for innovative technologies in the next fiscal year[164]. Market Strategy and Expansion - The company has not disclosed any significant new product developments or market expansion strategies in the report[6]. - The company has established three major overseas manufacturing bases in India, Indonesia, and Vietnam, enhancing its international competitiveness[33]. - The company is actively pursuing mergers and acquisitions to bolster its competitive position in the industry[55]. - Future outlook includes a strategic focus on expanding product lines and enhancing technology development to capture more market share[55]. - Market expansion strategies are being implemented to enter new geographic regions and customer segments[55]. Financial Management - The company reported a government subsidy of ¥17,067,709.16, which is closely related to its regular business operations[24]. - The total non-operating income and expenses amounted to ¥43,375,280.30 after accounting for tax and minority interests[25]. - The financial expenses saw a significant increase of 104.07% due to exchange rate fluctuations, impacting overall profitability[39]. - The company has implemented strict measures to manage market and liquidity risks associated with foreign exchange derivatives[60]. - The company has not engaged in speculative trading with foreign exchange derivatives, focusing solely on hedging operational risks[60]. Compliance and Governance - The company has maintained a zero occurrence of major violations for three consecutive years, reflecting its commitment to compliance and ethical standards[83]. - The semi-annual financial report has not been audited[90]. - There were no penalties or rectification measures reported during the period[94]. - The company did not engage in any related party transactions during the reporting period[95][96][97][98][99][100][102]. Shareholder Information - The company plans to distribute a cash dividend of 9 yuan (including tax) for every 10 shares based on a total share capital of 273,489,240 shares, resulting in a total dividend payout of 1,279,300.50 yuan for the employee stock ownership plan[79]. - A total of 204 employees participated in the 2023 employee stock ownership plan, holding 1,421,445 shares, which accounts for 0.51% of the company's total equity[78]. - The total number of ordinary shareholders at the end of the reporting period is 24,121[126]. - The largest shareholder, Shenzhen Aohai Technology Co., Ltd., is fully controlled by Liu Hao[128]. Future Outlook - The company has set ambitious performance guidance for the next fiscal year, aiming for a revenue increase of at least 20%[55]. - Future guidance projects a revenue increase of 10% for the next quarter, driven by new product launches and market expansion initiatives[164]. - The company is considering potential mergers and acquisitions to enhance its competitive position in the industry[164].

证券之星消息，8月22日消费电子板块较上一交易日上涨1.44%，胜蓝股份领涨。当日上证指数报收于 3825.76，上涨1.45%。深证成指报收于12166.06，上涨2.07%。消费电子板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002402 | 和而泰 | 5.71 Z | 9.16% | -3.82 Z | -6.12% | -1.89 Z | -3.04% | | 000021 | 深科技 | 4.70 Z | 17.81% | -1.50亿 | -5.70% | -3.19 Z | -12.11% | | 300735 光弘科技 | | 1.15 2 | 8.93% | -5255.53万 | -4.09% | -6232.75万 | -4.85% | | 002993 奥海科技 | | 1.10 Z | 16.82% | -8183.23万 | -12.56% | -2779.72 ...

Market Overview - On August 21, the consumer electronics sector declined by 1.77%, with Hongfu Han leading the drop [1] - The Shanghai Composite Index closed at 3771.1, up 0.13%, while the Shenzhen Component Index closed at 11919.76, down 0.06% [1] Stock Performance - Notable gainers in the consumer electronics sector included: - Zhuoman Technology (002369) with a closing price of 10.56, up 10.00% [1] - Kosen Technology (603626) at 13.87, up 9.99% [1] - Laimu Co., Ltd. (603633) at 10.81, up 9.97% [1] - Other significant performers included: - Lixun Precision (002475) at 42.19, up 5.34% with a trading volume of 200.68 million shares [1] - Lens Technology (300433) at 28.34, up 4.92% with a trading volume of 166.06 million shares [1] Capital Flow - The consumer electronics sector experienced a net outflow of 3.368 billion yuan from institutional investors, while retail investors saw a net inflow of 2.901 billion yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Lixun Precision (002475) had a net inflow of 796 million yuan from institutional investors, but a net outflow of 339 million yuan from retail investors [3] - Zhuoman Technology (002369) saw a net inflow of 284 million yuan from institutional investors, with a net outflow of 126 million yuan from retail investors [3] - Kosen Technology (603626) had a net inflow of 181 million yuan from institutional investors, while retail investors experienced a net outflow of 683.57 million yuan [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002993 证券简称：奥海科技 公告编号：2025-037 东莞市奥海科技股份有限公司关于股份回购完成暨股份变动的公告 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。 东莞市奥海科技股份有限公司（以下简称"公司"）于2025年4月21日召开第三届董事会第七次会议审议 通过了《关于回购公司股份方案暨取得股票回购专项贷款承诺函的议案》，同意公司以自有资金或自筹 资金回购公司部分人民币普通股（A股）股份，回购资金总额不低于人民币4000万元（含），不高于人 民币8000万元（含）；回购股份的价格不超过59元/股（含）；回购股份的期限为自董事会审议通过回 购股份方案之日起12个月内，公司在回购股份的期限内根据市场情况择机做出回购决策并予以实施；本 次回购的用途为员工持股计划或者股权激励。公司在回购股份期间实施了2024年年度权益分派，权益分 派后公司回购股份价格上限由59元/股（含）调整为58.11元/股（含）。具体内容详见公司分别于2025年 4月30日、2025年5月23日在《证券时报》《中国证券报》《 ...

证券日报网讯 8月20日晚间，奥海科技发布公告称，截至2025年8月19日，公司累计通过回购专用证券 账户以集中竞价交易方式回购股份1，058，900股，占公司目前总股本的0.38%，最高成交价为52.00元/ 股，最低成交价为36.77元/股，成交总金额为44，990，841.00元（不含交易费用），本次股份回购事项 已实施完成。 （编辑 楚丽君） ...

格隆汇8月20日丨奥海科技(002993.SZ)公布，截至2025年8月19日，公司累计通过回购专用证券账户以 集中竞价交易方式回购股份105.89万股，占公司目前总股本的0.38%，最高成交价为52.00元/股，最低成 交价为36.77元/股，成交总金额为4499.08万元(不含交易费用)，本次股份回购事项已实施完成。 ...

Group 1 - The company, Aohai Technology, announced the completion of a share buyback program, repurchasing approximately 1.06 million shares, which accounts for 0.38% of its total share capital, with a total transaction amount of about 44.99 million yuan [2] - The highest transaction price during the buyback was 52 yuan per share, while the lowest was 36.77 yuan per share [2] - For the year 2024, the company's revenue composition indicates that 91.38% comes from the manufacturing of computers, communications, and other electronic equipment, while 8.62% is from the new energy vehicle sector [2]

截至 2025 年 8 月 19 日，公司本次回购股份方案已实施完成。根据《上市公 司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》 的相关规定，现将公司本次股份回购实施结果公告如下： 证券代码：002993 证券简称：奥海科技 公告编号：2025-037 东莞市奥海科技股份有限公司 关于股份回购完成暨股份变动的公告 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。 东莞市奥海科技股份有限公司（以下简称"公司"）于 2025 年 4 月 21 日召开 第三届董事会第七次会议审议通过了《关于回购公司股份方案暨取得股票回购专 项贷款承诺函的议案》，同意公司以自有资金或自筹资金回购公司部分人民币普 通股（A 股）股份，回购资金总额不低于人民币 4000 万元（含），不高于人民 币 8000 万元（含）；回购股份的价格不超过 59 元/股（含）；回购股份的期限 为自董事会审议通过回购股份方案之日起 12 个月内，公司在回购股份的期限内 根据市场情况择机做出回购决策并予以实施；本次回购的用途为员工持股计划或 者股权激励。公司在回购股份期间实施了 ...

Group 1 - As of August 19, 2025, the stock price of Aohai Technology is 50.69 yuan, down 2.65 yuan or 4.97% from the previous trading day [1] - The opening price on the same day was 50.50 yuan, with a highest price of 52.20 yuan and a lowest price of 49.16 yuan, resulting in a trading volume of 227,394 hands and a transaction amount of 1.157 billion yuan [1] - On August 19, at 9:35 AM, Aohai Technology's stock price experienced a rapid rebound, increasing over 2% within 5 minutes, reaching a price of 51.32 yuan with a transaction amount of 164 million yuan [1] Group 2 - Aohai Technology's main business includes the research, production, and sales of smart terminal charging and storage products, which are widely used in smartphones and smart wearable devices [1] - The company is part of the consumer electronics and smart wearable sectors [1] Group 3 - On August 19, the net outflow of main funds was 45.8148 million yuan, accounting for 0.38% of the circulating market value [1] - Over the past five trading days, the cumulative net inflow of main funds was 95.2783 million yuan, representing 0.79% of the circulating market value [1]

Summary of Conference Call on Aohai Technology Industry Overview - The AI server power supply industry is experiencing significant changes due to technological upgrades and innovations in server power solutions. The power consumption of server chips has increased dramatically, with the H200 chip's single-chip power rising from 700 watts to 1,200 watts, and server power consumption escalating from 5.5 kW to 30 kW, leading to a surge in demand for liquid cooling and high-voltage direct current (HVDC) power solutions [2][3][4]. Company Performance Aohai Technology - Aohai Technology's server power supply business is rapidly expanding, with projected revenue reaching 6 billion yuan by 2025, including 1 billion yuan from the AI sector. The company has established a strong customer base, including major clients like Alibaba and Xinhua San, and is actively expanding into overseas markets with factories in India, Indonesia, and Vietnam [2][5][10]. - The company is positioned as the second-largest player in the server power supply market, following Oulutong, and is expected to launch high-end products exceeding 5.5 kW [4][13]. - Aohai's current price-to-earnings (P/E) ratio is 24, with expectations to exceed 30 by 2025 and reach 20-25 by 2026 [4][12][16]. Oulutong - Oulutong has shown remarkable growth in its AI server power supply business, with revenues increasing from 1 billion yuan in 2023 to an expected 14 billion yuan by 2025. The company holds a domestic market share of approximately 15%-20% and has secured certifications from major internet companies [2][5][6]. Market Dynamics - Taiwanese manufacturers, historically dominant in the global server power supply market, are facing increasing competition from domestic companies like Oulutong, which are gaining market share through technological innovation and customer expansion [6][8]. - The server power supply industry is projected to benefit from the growth of AI, big data, and cloud computing, with a sustained demand for high-performance servers and the adoption of new cooling and power supply technologies [2][7]. Future Outlook - The global and Chinese server power supply industry is expected to continue its rapid development, driven by the increasing demand for high-performance servers and the proliferation of advanced power supply solutions. Companies with strong technological capabilities and customer resources in China are likely to accelerate their internationalization and capture a larger share of the global market [7][11]. - Aohai Technology is viewed as a potential leading player in the market, with optimistic growth prospects and a strategic focus on expanding its product offerings and customer base [14][17]. Investment Considerations - Investors are encouraged to consider Aohai Technology as a promising investment opportunity, with expectations of significant revenue growth and a potential market capitalization reaching 20 billion yuan. The company is positioned to outperform expectations with its innovative product developments and market expansion strategies [15][18].