董承非新买进扬杰科技 【导读】董承非新买进扬杰科技、兔宝宝，减持芯朋微 百亿私募睿郡资产首席研究官董承非最新持仓浮出水面。 最新披露的二季报显示，截至8月20日，董承非管理的私募产品现身3家上市公司的前十大流通股东名单：首次买进功率半导体企业扬杰科技（300373）， 新进装饰板材龙头兔宝宝（002043）；减持了芯朋微。 | | | 睿郡资产董承非2025年二季度末持仓 | | | | --- | --- | --- | --- | --- | | 证券简称 | 流通股东名称 | 期末参考市值(亿元) | 持股数量(万 出力 | 持股数量变动 | | 兔宝宝 | 睿郡有孚1号 | 0.59 | 606.80 | 新进 | | 扬杰科技 | 睿郡有孚1号 | 1.33 | 255.33 | 新进 | | 芯朋微 | 睿郡有孚1号 | 0.73 | 130.73 | 減少 (22.00) | | 芯朋微 | 睿郡有孚3号 | 0.62 | 110.85 | 減少 (20.00) | | | | 中国基金报记者根据Wind数据整理,截至2025年8月20日 | | | 扬杰科技8月19日晚间发布的半年报显示，今年 ...

Core Viewpoint - The article discusses the recent investment activities of Dong Chengfei, the Chief Research Officer of Ruijun Asset, highlighting new positions in Yangjie Technology and Rabbit Baby, while reducing holdings in Chipeng Micro [2][9]. Group 1: Yangjie Technology - Dong Chengfei's Ruijun Youfu No. 1 private equity fund has newly entered the top ten circulating shareholders of Yangjie Technology, acquiring 2.5533 million shares with a reference market value of 133 million yuan, accounting for 0.47% of the circulating shares [5][6]. - Yangjie Technology reported a total revenue of 3.455 billion yuan in the first half of the year, a year-on-year increase of 20.58%, and a net profit attributable to shareholders of 601 million yuan, up 41.55% [7]. - The company's stock price has increased approximately 34% year-to-date, recovering from a drop to 37.59 yuan per share in April to around 58 yuan per share [7]. Group 2: Rabbit Baby - Ruijun Youfu No. 1 private equity fund has also newly invested in Rabbit Baby, holding 6.068 million shares with a reference market value of 59 million yuan, making it the ninth largest circulating shareholder [10][11]. - Rabbit Baby reported a revenue of 3.634 billion yuan in the first half of the year, a year-on-year decrease of 7.01%, while the net profit attributable to shareholders was 268 million yuan, an increase of 9.71% [12]. - The stock price of Rabbit Baby has declined approximately 8.8% year-to-date [13]. Group 3: Chipeng Micro - Ruijun Youfu No. 1 and No. 3 funds have reduced their holdings in Chipeng Micro by 420,000 shares, bringing the total holdings down to 2.4158 million shares, with a reference market value of 135 million yuan [15]. - Chipeng Micro achieved a revenue of 636 million yuan in the first half of the year, a year-on-year increase of 40.32%, and a net profit attributable to shareholders of 90 million yuan, up 106.02% [14].

| | 本报告期 | 上年同期 | 本报告期比上年同期增减 | | | --- | --- | --- | --- | --- | | 营业收入(元) | 3,454,861,057.06 | 2, 865, 255, 202. 25 | | 20. 58% | | 归属于上市公司股东的净利 | 601,345,162.23 | 424, 843, 451. 68 | | 41. 55% | | 润(元) | | | | | | 归属于上市公司股东的扣除 非经常性损益的净利润 | 559.030.742.52 | 422, 451, 942. 72 | | 32. 33% | | (元) | | | | | | 经营活动产生的现金流量净 | 757,490,803,53 | 528, 137, 435. 41 | | 43. 43% | | 额(元) | | | | | | 基本每股收益(元/股) | 1.12 | 0. 78 | | 43. 59% | | 稀释每股收益(元/股) | 1.12 | 0. 78 | | 43. 59% | | 加权平均净资产收益率 | 6. 63% | 5.03% | | 1 ...

公司最新资产负债率为38.81%。 2025年8月20日，扬杰科技(300373.SZ)发布2025年中报。 公司股东户数为5.63万户，前十大股东持股数量为2.96亿股，占总股本比例为54.50%，前十大股东持股情况如下： 公司营业总收入为34.55亿元，较去年同报告期营业总收入增加5.90亿元，实现2年连续上涨，同比较去年同期上涨20.58%。归母净利润为6.01亿元，较去年 同报告期归母净利润增加1.77亿元，实现2年连续上涨，同比较去年同期上涨41.55%。经营活动现金净流入为7.57亿元，较去年同报告期经营活动现金净流 入增加2.29亿元，实现2年连续上涨，同比较去年同期上涨43.43%。 | 序号 | 股东名称 | 持股 | | --- | --- | --- | | l | 江苏扬杰投资有限公司 | 36.1 | | 2 | 建水县杰杰企业管理有限公司 | 11.7. | | 3 | 香港中央结算有限公司 | 1.46 | | ব | 中国工商银行股份有限公司-易方达创业板交易型开放式指数证券投资基金 | 1.33 | | 5 | 中国农业银行股份有限公司-中证500交易型开放式指数证券投资基金 ...

人民财讯8月19日电，扬杰科技(300373)8月19日晚间披露2025年半年报，公司上半年实现营业收入34.55 亿元，同比增长20.58%；归母净利润6.01亿元，同比增长41.55%；基本每股收益1.12元。公司拟每10股 派发现金红利4.2元（含税）。报告期内，公司不断加大MOSFET、IGBT、SiC等产品在汽车电子、人 工智能、工业、清洁能源等市场的推广力度，整体订单和出货量较去年同期快速提升。 转自：证券时报 ...

证券日报网讯 8月19日晚间，扬杰科技发布关于2025年半年度利润分配预案的公告称，公司2025年半年 度利润分配预案为：以截至2025年8月18日公司总股本543，347，787股为基数，向全体股东每10股派发 现金红利4.2元（含税），合计派发现金股利228，206，070.54元（含税）。 （文章来源：证券日报） ...

（编辑 任世碧） 证券日报网讯 8月19日晚间，扬杰科技发布2025年半年度报告摘要称，2025年半年度公司实现营业收入 为3，454，861，057.06元，同比增长20.58%；实现归属于上市公司股东的净利润为601，345，162.23 元，同比增长41.55%。 ...

截至发稿，扬杰科技市值为311亿元。 每经头条（nbdtoutiao）——一纸文件征求意见，药店老板们睡不着觉了 每经AI快讯，扬杰科技（SZ 300373，收盘价：57.19元）8月19日晚间发布公告称，公司第五届第十八 次董事会会议于2025年8月18日在江苏省扬州市邗江区新甘泉路68号公司5号厂区办公楼三楼会议室以通 讯方式召开。会议审议了《2025年半年度报告全文及摘要》等文件。 2024年1至12月份，扬杰科技的营业收入构成为：电子元器件占比97.65%，其他业务占比2.35%。 （记者 胡玲） ...

Core Viewpoint - Yangjie Technology (300373.SZ) reported a significant increase in both revenue and net profit for the first half of 2025, indicating strong financial performance and growth potential [1] Financial Performance - The company achieved an operating revenue of 3.455 billion yuan, representing a year-on-year growth of 20.58% [1] - The net profit attributable to shareholders reached 601 million yuan, reflecting a year-on-year increase of 41.55% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 559 million yuan, showing a year-on-year growth of 32.33% [1] - Basic earnings per share were reported at 1.12 yuan [1]

Core Insights - The company reported a revenue of 3.455 billion yuan for the first half of 2025, representing a year-on-year growth of 20.58% [1] - The net profit attributable to shareholders reached 601 million yuan, showing a year-on-year increase of 41.55% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 559 million yuan, reflecting a year-on-year growth of 32.33% [1] - The basic earnings per share were 1.12 yuan, and the company proposed a cash dividend of 4.2 yuan (including tax) for every 10 shares to all shareholders [1]