（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问该公司生产的光通信模块产品有没有为华为和中 际旭创供货？ 中瓷电子（003031.SZ）9月4日在投资者互动平台表示，公司光通信器件外壳传输速率已覆盖2.5Gbps、 10Gbps、25Gbps、100Gbps、200Gbps、400Gbps、800Gbps、1.6Tbps，并均已实现量产。出于商业保护 和与客户协议的约定，公司不方便透露具体客户名称，敬请理解。 ...

Core Viewpoint - Hebei Zhongci Electronic Technology Co., Ltd. has shown significant growth in its performance in the first half of 2025, with expectations for continued development in the second half, driven by advancements in high-end products and cost reduction efforts [2][4]. Financial Performance - The company reported a revenue of 1.398 billion yuan, representing a year-on-year increase of 14.37% - The net profit attributable to shareholders reached 278 million yuan, marking a year-on-year growth of 30.92% [2]. R&D Progress - In the electronic ceramics sector, the company is enhancing its advantages in communication devices and automotive electronics while developing consumer electronic ceramic shells and substrates [3]. - The production line for electronic ceramic shells is being accelerated to capture opportunities in the optical module market, with significant growth in aluminum nitride ceramic substrate products [3]. - The company is focusing on the third-generation semiconductor gallium nitride RF chips and devices, implementing a market-driven expansion strategy [3]. Business Outlook - The company maintains the top market share in the domestic gallium nitride communication base station RF device sector and is gaining recognition in the high-voltage field of silicon carbide power semiconductors [4]. - The company has four fundraising projects, with some projects experiencing delays in reaching the predetermined usable status until October 2027 [4]. Market Strategy - The company aims to enhance its investment value through quality development, industry chain layout, and governance system improvements [5].

Financial Performance - The company's revenue reached 1.398 billion CNY, a year-on-year increase of 14.37% [2] - The net profit attributable to shareholders was 278 million CNY, showing a year-on-year growth of 30.92% [2] - The growth in net profit outpaced revenue growth due to the increase in high-end product sales and effective cost reduction measures [6] Product Development and Market Strategy - The company is focusing on high-end products, particularly in the electronic ceramics and third-generation semiconductor sectors [3][4] - The upgrade of silicon carbide chip production from 6-inch to 8-inch wafers is expected to enhance market competitiveness [5] - The company aims to expand its market share in the semiconductor and electronic ceramics sectors by enhancing R&D capabilities and product quality [4][5] R&D Progress - Significant advancements in electronic ceramics include the development of ceramic shells for communication devices and precision ceramic components [4][8] - The company has established a comprehensive manufacturing process for precision ceramic components, achieving batch delivery for key semiconductor equipment [10] - The growth in AI computing demand is driving the expansion of the digital economy, benefiting the semiconductor and communication sectors [12] Market Position and Competition - The company holds the leading market share in domestic communication device sectors and has become a core supplier for major clients in the new energy vehicle market [6][12] - The company is actively exploring new market opportunities and expanding its product offerings to maintain competitive advantages [4][5] Future Outlook - The company anticipates continued growth in the semiconductor and electronic ceramics markets, driven by increasing demand in various industries [3][12] - The company is committed to enhancing its market presence and technological innovation to ensure sustainable development [3][4] Investor Relations and Corporate Governance - The company emphasizes high-quality development and efficient management to enhance investor value [17] - Ongoing projects are being adjusted to align with strategic goals, ensuring effective use of raised funds [7][12]

Core Insights - The company, Zhongci Electronics (003031.SZ), reported a revenue of 1.398 billion yuan for the first half of 2025, representing a year-on-year growth of 14.37% [1] - The net profit reached 278 million yuan, marking a 30.92% increase compared to the same period last year [1] - The non-recurring net profit saw a significant rise of 55.06%, amounting to 264 million yuan [1] - The net cash flow from operating activities was 338 million yuan, reflecting a 6.42% increase year-on-year [1] Business Segments - The company operates in two main segments: "Third Generation Semiconductor Devices and Modules" and "Electronic Ceramic Materials and Components" [1] - In the third-generation semiconductor segment, Zhongci Electronics is a leading supplier of GaN communication base station RF chips and devices, holding the largest market share domestically and achieving performance levels that are both nationally leading and internationally advanced [2] - The electronic ceramic products are recognized for their reliability and quality, establishing the company as a core supplier for numerous leading domestic and international electronics firms [2] Competitive Position - Zhongci Electronics is one of the few domestic manufacturers capable of competing with internationally renowned companies in the ceramic shell product category, making it a major representative in China's electronic ceramic industry [2] - The company has been recognized as a world-class professional leading enterprise by the State-owned Assets Supervision and Administration Commission and has been awarded the title of "Manufacturing Industry Single Champion" by the Ministry of Industry and Information Technology [2] Research and Development - During the reporting period, the company increased its R&D investment to 154 million yuan, which is an 11.87% increase from the previous year [3] - The company is focusing on accelerating domestic substitution in the electronic ceramic field and is actively expanding into the precision ceramic components sector and the high-growth third-generation semiconductor market (GaN, SiC) [3]

证券代码：003031 证券简称：中瓷电子 公告编号：2025-082 河北中瓷电子科技股份有限公司 经河北中瓷电子科技股份有限公司（以下简称"公司"）第二届董事会第三 十五次会议审议通过，公司董事会决定于 2025 年 9 月 15 日召开 2025 年第三次 临时股东大会，现将本次股东大会的有关事项通知如下： 一、召开会议的基本情况 第三十五次会议审议通过，符合有关法律、行政法规、部门规章、规范性文件、 深圳证券交易所业务规则和《公司章程》的有关规定。 （1）现场会议时间：2025 年 9 月 15 日 14:30-16:00 （2）网络投票时间：2025 年 9 月 15 日 通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 9 月 通过深圳证券交易所互联网投票系统进行网络投票的具体时间为：2025 年 本次股东大会采用现场投票与网络投票相结合的方式。公司将通过深圳证券 交易所交易系统和互联网投票系统（http://wltp.cninfo.com.cn）向全体股东提供 网络形式的投票平台，流通股东可以在上述网络投票时间内通过上述系统行使表 决权。 同一股份只能选择现场投票和网络投票中的一 ...

Financial Performance - In the first half of 2025, Zhongci Electronics reported revenue of 1,398,044,740.97 yuan, representing a year-on-year increase of 14.37% [3][4] - The net profit attributable to shareholders was 277,926,203.71 yuan, up 30.92% compared to the same period last year [3][4] - The net profit after deducting non-recurring gains and losses reached 264,113,095.07 yuan, marking a 55.06% increase year-on-year [3][4] - The net cash flow from operating activities was 338,130,206.72 yuan, reflecting a 6.42% increase from the previous year [4] - Basic and diluted earnings per share were both 0.62 yuan, a rise of 31.91% compared to the previous year [4] - The weighted average return on equity was 4.50%, an increase of 0.78% from the previous year [4] Asset Overview - As of the end of the first half of 2025, Zhongci Electronics had total assets of 7,714,545,249.42 yuan, which is a 1.63% increase year-on-year [3][4] - The net assets attributable to shareholders were 6,127,666,975.41 yuan, up 1.55% from the end of the previous year [3][4] Industry Position - Zhongci Electronics is a high-tech enterprise with core competencies in GaN communication base station RF chips and devices, SiC power modules, and electronic ceramics [3][4] - Guolian Wanzhong is one of the early domestic research and production units for SiC power semiconductors, holding multiple patents in third-generation semiconductor products [6] - Guolian Wanzhong's SiC power modules include series products of 650V, 1200V, and 1700V, primarily applied in new energy vehicles, industrial power supplies, and renewable energy inverters [6] - The company aims to advance in the high-voltage SiC power module sector to capture market share in high and ultra-high voltage fields, partially replacing IGBT power modules [6] - Beijing Guolian Wanzhong upgraded its SiC chip wafer process line from 6 inches to 8 inches, which is currently in the product upgrade and customer introduction phase [6]

河北中瓷电子（003031）科技股份有限公司(003031)(下称：中瓷电子)8月29日披露2025年半年度报告， 2025年上半年公司营收与净利润均实现两位数增长，归属于上市公司股东的净利润同比增幅超30%，第 三代半导体器件及模块与电子陶瓷材料及元件双轮驱动格局进一步巩固，展现出强劲的发展韧性。 财务表现稳健，营收利润双增长 电子陶瓷材料及元件业务方面，公司掌握系列化氧化铝、氮化铝陶瓷及匹配金属化体系知识产权，具备 1.6Tbps光通信器件外壳和基板设计开发能力，技术水平对标国外同类产品；当前产品涵盖通信器件/工 业激光器/消费电子用陶瓷外壳及基板、汽车电子件等，广泛应用于光通信、无线通信、工业激光、消 费电子、汽车电子等领域，市场覆盖持续拓宽。(燕云) 资产规模上，截至2025年6月末，公司总资产达77.15亿元，较上年度末增长1.63%；归属于上市公司股 东的净资产61.28亿元，较上年度末增长1.55%，资产结构持续稳健。 核心业务技术突破 报告期内，中瓷电子两大核心业务板块均取得关键进展。 在第三代半导体器件及模块领域，子公司北京国联万众作为国内较早布局SiC功率半导体的企业，已形 成650V、1 ...

2025年8月29日，中瓷电子(003031.SZ)发布2025年中报。 公司营业总收入为13.98亿元，在已披露的同业公司中排名第25，较去年同报告期营业总收入增加1.76亿 元，同比较去年同期上涨14.37%。归母净利润为2.78亿元，在已披露的同业公司中排名第15，较去年同 报告期归母净利润增加6564.53万元，同比较去年同期上涨30.92%。经营活动现金净流入为3.38亿元， 在已披露的同业公司中排名第6，较去年同报告期经营活动现金净流入增加2040.59万元，同比较去年同 期上涨6.42%。 公司最新毛利率为36.93%，在已披露的同业公司中排名第28，较上季度毛利率增加1.00个百分点，较去 年同期毛利率增加3.52个百分点，实现2年连续上涨。最新ROE为4.54%，在已披露的同业公司中排名第 25，较去年同期ROE增加0.82个百分点。 公司摊薄每股收益为0.62元，在已披露的同业公司中排名第13，较去年同报告期摊薄每股收益增加0.15 元，同比较去年同期上涨31.91%。 公司最新总资产周转率为0.18次，较去年同期总资产周转率增加0.02次，同比较去年同期上涨11.81%。 最新存货周转率 ...

Group 1 - The core point of the article is that Zhongci Electronics announced the convening of its 35th board meeting to discuss organizational restructuring [1] - The company reported that its revenue composition for the year 2024 will be entirely from the manufacturing of computers, communications, and other electronic devices, accounting for 100.0% [1] - As of the report, Zhongci Electronics has a market capitalization of 28 billion yuan [1]

中瓷电子8月28日披露半年报，公司上半年实现营业收入13.98亿元，同比增长14.37%；归属于上市公司 股东的净利润2.78亿元，同比增长30.92%；基本每股收益0.62元/股。 ...