Group 1 - The company, Dongsoft Zhaibo (300183.SZ), currently does not provide automotive-grade chip products [1]

| 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-09-01 | 666.47万 | 3.67亿 | 4.76% | | 2025-08-29 | 1844.89万 | 3.60亿 | 4.91% | | 2025-08-28 | 17.44万 | 3.42 Z | 4.50% | | 2025-08-27 | 644.09万 | 3.42亿 | 4.62% | | 2025-08-26 | 235.79万 | 3.35亿 | 4.52% | 融券方面，当日融券卖出1100.0股，融券偿还900.0股，融券净卖出200.0股，融券余量8.87万股。 | 交易日 | 融券净卖用(股) | | 融券余量(股) | 融券余额(元) | | --- | --- | --- | --- | --- | | 2025-09-01 | | 200.0 | 8.87万 | 168.09万 | | 2025-08-29 | | -100.0 | 8.85万 | 159.74万 | | 2025-08-28 | | 1.12万 | 8.8 ...

Group 1 - The company Neusoft Carrier (300183) provides products that are widely used in various fields including smart grids, white goods, industrial control, instrumentation, motor control, power management, and consumer electronics [1] - These fields represent important areas for domestic chip replacement, where domestic chips compete with foreign chips [1]

Core Viewpoint - Dongsoft Zai Bo announced the acquisition of a patent for a method and system for efficient multi-task parallel collection based on HPLC, indicating a significant advancement in their technology portfolio [1] Summary by Categories Patent Acquisition - The company has recently obtained a patent titled "A Method and System for Efficient Multi-task Parallel Collection Based on HPLC" [1] - The patent application date was April 10, 2023, and the authorization announcement date is August 19, 2025 [1] Implications - This patent acquisition may enhance the company's competitive edge in the industry by improving its technological capabilities [1]

（文章来源：每日经济新闻） 东软载波（SZ 300183，收盘价：18.03元）8月21日晚间发布公告称，青岛东软载波科技股份有限公司 于近日取得一项发明专利，并取得了国家知识产权局颁发的相关专利证书。专利名称为"一种基于HPLC 的集中器多任务并行高效采集方法和系统"。 2025年1至6月份，东软载波的营业收入构成为：软件及集成电路占比100.0%。 ...

证券代码：300183 证券简称：东软载波 公告编号：2025-050 青岛东软载波科技股份有限公司 关于取得发明专利证书的公告 证书号：第 8169160 号 发明名称：一种基于 HPLC 的集中器多任务并行高效采集方法和系统 授权公告日：2025 年 8 月 19 日 授权公告号：CN 116566434 B 专利简介：本发明属于电力通信技术领域，公开了一种基于 HPLC 的集中器 多任务并行高效采集方法和系统，方法包括以下步骤：S1、设置各个抄读任务的 运行模式以及优先级；所述运行模式被设置为独占任务或并行任务；确定状态机 的任务转换模式，所述状态机用于执行第一抄读任务，所述第一抄读任务为采集 主站配置的待抄数据任务；S2、系统启动后，判断任务池中是否有独占任务，若 有，则按优先级顺序执行所有独占任务；S3、独占任务执行完毕后，获取任务池 中的所有并行的第一抄读任务，通过状态机的任务调度模式进行并列执行，获取 对应的待抄数据项；S4、根据获取得到的待抄数据项，进行数据抄读。本发明可 以有效提高采集效率。 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 青 ...

Core Viewpoint - Dongsoft Zhaibo (300183) reported disappointing financial results for the first half of 2025, with significant declines in revenue and net profit compared to the previous year [1] Financial Performance Summary - Total revenue for the first half of 2025 was 504 million yuan, a decrease of 9.46% year-on-year [1] - Net profit attributable to shareholders was 13.52 million yuan, down 76.36% year-on-year [1] - In Q2 2025, total revenue was 267 million yuan, a decline of 23.95% year-on-year, and net profit was 9.58 million yuan, down 80.77% year-on-year [1] - Gross margin was 29.71%, a decrease of 24.61% year-on-year, while net margin was 2.63%, down 74.29% year-on-year [1] - Total operating expenses (sales, management, and financial expenses) amounted to 68.22 million yuan, accounting for 13.53% of revenue, an increase of 7.46% year-on-year [1] Key Financial Ratios - Earnings per share (EPS) was 0.03 yuan, a decrease of 76.39% year-on-year [1] - Operating cash flow per share was 0.01 yuan, down 88.32% year-on-year [1] - The ratio of accounts receivable to net profit reached 486.8%, indicating a significant collection issue [6] Changes in Financial Items - Cash and cash equivalents decreased by 10.19% due to increased non-current asset investments [3] - Construction in progress increased by 41.76% due to investments in innovation center projects [3] - Lease liabilities surged by 1609.42% due to new long-term leases [5] - Revenue decline was attributed to decreased sales of power line carrier communication products [5] - Operating costs increased by 5.04% due to declining gross margins in integrated circuit sales [5] Business Evaluation - The company's return on invested capital (ROIC) was 1.19%, indicating weak capital returns [6] - The historical median ROIC over the past decade was 4.88%, reflecting generally poor investment returns [6] - The company relies heavily on R&D, marketing, and capital expenditures, necessitating careful evaluation of these investments [6]

Core Viewpoint - Dongsoft Zhaibo's financial performance in the first half of 2025 shows significant declines in revenue and net profit, primarily due to challenges in its core business segment, the power line carrier communication products [2][4][6] Financial Performance - The company reported a revenue of 504 million yuan, a year-on-year decrease of 9.46% [2] - The net profit attributable to shareholders was 13.52 million yuan, down 76.36% from 57.21 million yuan in the same period last year [2] - Cash flow from operating activities dropped sharply by 88.32%, amounting to 6.70 million yuan compared to 57.41 million yuan in the previous year [7] Business Segment Analysis - The power line carrier communication segment, which is the main revenue driver, saw a revenue decline of 19.65%, generating 326 million yuan [4][6] - The integrated circuit segment achieved a revenue of 142 million yuan, reflecting a growth of 12.81% [5] - The smart technology segment experienced a significant growth of 48.04%, with revenue reaching 33.87 million yuan [5] Cost and Margin Pressure - The overall operating costs increased by 5.04% to 354 million yuan, while the gross margin decreased by 9.7 percentage points [7] - The integrated circuit segment's operating costs rose by 22.94%, indicating widespread cost pressures across the company [7] Strategic Initiatives - The company invested 182 million yuan in acquiring land in Foshan to establish the Greater Bay Area Intelligent Power Equipment Innovation Valley, aiming to enhance its competitiveness in emerging sectors like new energy and smart manufacturing [9][10] - This strategic move is part of the company's dual-headquarters development strategy to strengthen its market position in South China [3][9]

Core Insights - In August 18, 2023, 18 companies released their semi-annual reports for 2025, with 10 companies reporting a year-on-year increase in net profit, while 8 companies experienced a decline [1] - 14 companies reported a year-on-year increase in operating revenue, whereas 4 companies saw a decrease [1] - Among the companies, 10 had both net profit and operating revenue growth, while 4 had declines in both metrics [1] - Notably, 4 companies experienced a doubling of their performance growth, with Shengnong Development showing the highest increase at 791.93% [1] Company Performance Summary - Shengnong Development (002299): - Earnings per share: 0.7382 - Net profit: 91,024.96 million - Net profit growth: 791.93% - Operating revenue: 885,640.52 million - Operating revenue growth: 0.22% [1] - Xiaoming Co., Ltd. (300967): - Earnings per share: 0.9928 - Net profit: 18,472.13 million - Net profit growth: 733.34% - Operating revenue: 75,181.40 million - Operating revenue growth: 93.65% [1] - Guangli Micro (301095): - Earnings per share: 0.0796 - Net profit: 1,568.42 million - Net profit growth: 518.42% - Operating revenue: 24,593.73 million - Operating revenue growth: 43.17% [1] - Sifangguang Electric (688665): - Earnings per share: 0.8400 - Net profit: 8,412.38 million - Net profit growth: 103.41% - Operating revenue: 50,790.40 million - Operating revenue growth: 49.36% [1] - Huayou Cobalt (603799): - Earnings per share: 1.6100 - Net profit: 271,093.61 million - Net profit growth: 62.26% - Operating revenue: 3,719,651.41 million - Operating revenue growth: 23.78% [1] - Other companies with declines in performance include: - Sanxia New Materials (600293): - Net profit: -2,699.30 million - Net profit decline: -182.33% - Operating revenue: 62,546.45 million - Operating revenue decline: -28.01% [1]

经济观察网 2025年8月17日，东软载波(300183)发布2025年半年度报告，2025年上半年实现营业收入 5.04亿元，同比下降9.46%；实现净利润1352.46万元，同比下降76.36%；基本每股收益0.0292元；加权 平均净资产收益率ROE为0.43%。 ...