Core Viewpoint - The company reported strong financial performance for the first half of 2025, with significant revenue and profit growth driven by market demand recovery and effective cost management [1][4]. Financial Performance - In H1 2025, the company achieved revenue of 1.337 billion yuan, representing a year-on-year increase of 25.82% [1] - The net profit attributable to shareholders reached 161 million yuan, up 35.36% year-on-year [1] - The company successfully reduced its expense ratios, with sales expense ratio at 1.72% (down 0.54 percentage points), management expense ratio at 2.09% (down 0.45 percentage points), and R&D expense ratio at 20.57% (down 4.27 percentage points) [1] Product Development and Market Position - The company is enhancing product competitiveness through new technologies and accelerating its application market layout [2] - A new generation of smart flat panel chip A333 has been validated and mass-produced [2] - The MR536 chip for robotic applications has achieved large-scale production, and the MR153 control robot chip has been released [2] - In the smart vision sector, the V861 security chip has completed sampling and validation [2] - The second generation of smart projection chip H723 has undergone trial production, and the H135 series chip for ultra-micro projection has been mass-produced [2] Strategic Initiatives - The company is actively exploring AI multimedia and display technologies, focusing on AI-based smart decoding and display products [3] - In the smart automotive electronics market, the T527V pre-installation project is progressing, and new customers and projects are being developed [3] - The T736 smart cockpit solution is gradually being delivered, with ongoing discussions for new customer projects [3] - The company has accumulated various intelligent module solutions through collaboration with leading domestic automotive enterprises [3] - Future plans include exploring opportunities for large model technology in vehicle intelligence applications [3] Profit Forecast - The company is projected to achieve revenues of 2.938 billion, 3.580 billion, and 4.308 billion yuan for 2025, 2026, and 2027 respectively, with net profits of 349 million, 490 million, and 641 million yuan [4] - Corresponding price-to-earnings ratios are expected to be 103.20, 73.63, and 56.24 times for the respective years [4]

据证券之星公开数据整理，近期全志科技（300458）发布2025年中报。截至本报告期末，公司营业总收 入13.37亿元，同比上升25.82%，归母净利润1.61亿元，同比上升35.36%。按单季度数据看，第二季度 营业总收入7.17亿元，同比上升9.81%，第二季度归母净利润6961.3万元，同比下降0.52%。本报告期全 志科技盈利能力上升，毛利率同比增幅0.16%，净利率同比增幅7.58%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率33.03%，同比增0.16%，净利率12.05%，同比增 7.58%，销售费用、管理费用、财务费用总计3359.49万元，三费占营收比2.51%，同比减4.36%，每股净 资产3.67元，同比减22.84%，每股经营性现金流0.17元，同比增191.47%，每股收益0.2元，同比增 33.33% 财务报表中对有大幅变动的财务项目的原因说明如下： 存货变动幅度为25.86%,原因:备货增加。 应付账款变动幅度为63.11%,原因:增加备货原材料采购增加。 所得税费用变动幅度为1649.94%,原因:交易性金融资产公允变动收益致使递延所得税费用增加。 经营活动产生的现金流 ...

全志科技（300458）2025 年半年报点评 推荐（维持） 证 券 研 究 报 告 25H1 业绩高增，新兴领域稳步推进 当前价：43.69 元 事项： ❖ 全志科技发布 2025 年半年度报告。公司 2025 年上半年实现营业收入 13.37 亿 元（YoY+25.82%），实现归母净利润 1.61 亿元（YoY+35.36%）。单季度来看， 公司 25Q2 实现营业收入 7.17 亿元（YoY+9.81%，QoQ+15.71%），实现归母净 利润 0.7 亿元（YoY-0.52%，QoQ-23.96%）。 评论： [ReportFinancialIndex] 主要财务指标 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) | 2,288 | 2,997 | 3,796 | 4,619 | | 同比增速(%) | 36.8% | 31.0% | 26.7% | 21.7% | | 归母净利润(百万) | 167 | 361 | 529 | 700 | | 同比增速(%) | 626.2% | 11 ...

2025年8月22日，全志科技(300458.SZ)发布2025年半年度报告。截至2025年8月21日，共有18个机构投 资者披露持有全志科技A股股份，合计持股量达7358.44万股，占全志科技总股本的8.92%。其中，前十 大机构投资者包括香港中央结算有限公司、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、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、国泰君安证券 股份有限公司-国联安中证全指半导体产品与设备交易型开放式指数证券投资基金、华夏创成长ETF、 万家创业板2年定期开放混合A、华宝创业板人工智能ETF、前海开源人工智能主题混合A、大摩多因子 策略混合、华夏创业板人工智能ETF，前十大机构投资者合计持股比例达8.87%。相较于上一季度，前 十大机构持股比例合计上涨了0.23个百分点。 公募基金方面，本期较上一期持股增加的公募基金共计4个，包括国联安半导体ETF、中航远见领航混 合发起A、华宝创业板人工智能ETF、中海积极增利混合，持股增加占比达0.24%。本期较上一季度新 披露的公募基金共计13个，主要包括易方达创业板ETF、南方中证500ETF、华夏创成 ...

Group 1 - The company has not declared any cash dividends, stock bonuses, or capital reserve transfers during the reporting period [3] - There has been no change in the controlling shareholder or actual controller during the reporting period [5] - The company reported no significant changes in its operating conditions during the reporting period [6] Group 2 - All directors attended the board meeting that reviewed the report [2] - The company guarantees the authenticity, accuracy, and completeness of the information disclosed in the report [7] - The full text of the 2025 semi-annual report will be available on the designated information disclosure website [7]

珠海全志科技股份有限公司 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 法定代表人：张建辉 主管会计工作的负责人：藏伟 会计机构负责人：藏伟 单位：人民币万元 | 非经营性资金占用 | 资金占用方名称 | 占用方与上市公 | 上市公司核 | 2025 年期初 | 2025 年半年度占 | 2025 年半年度 | 2025 年半年 | 2025 年半年 | 占用形成原 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 司的关联关系 | 算的会计科 目 | 占用资金余 额 | 用累计发生金额 （不含利息） | 占用资金的利 息（如有） | 度偿还累计发 生金额 | 度期末占用资 金余额 | 因 | 占用性质 | | 控股股东、实际控制人及其附属企业 | - | - | - | - | - | - | - | - | - | 非经营性占用 | | 小计 | - | - | - | - | - | - | - | - | - | - | | 前控股股东、实际控制人及其附属企业 | - | - | ...

证券代码：300458 证券简称：全志科技 公告编号：2025-0822-001 珠海全志科技股份有限公司 2025 年半年度报告披露提示性公告 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。 珠海全志科技股份有限公司《2025年半年度报告》全文于2025年8月22日在 中国证监会指定的创业板信息披露网站巨潮资讯网(www.cninfo.com.cn)上披露， 请投资者注意查阅。 特此公告。 珠海全志科技股份有限公司董事会 2025 年 8 月 22 日 ...

珠海全志科技股份有限公司 2025 年半年度报告全文 珠海全志科技股份有限公司 2025 年半年度报告 2025-0822-003 2025 年 8 月 1 珠海全志科技股份有限公司 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。 公司负责人张建辉、主管会计工作负责人藏伟及会计机构负责人(会计主 管人员)藏伟声明：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。 三、报告期内在中国证监会指定网站上公开披露过的所有公司文件的正本及公告原稿。 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 | 第一节 | 重要提示、目录和释义 2 | | | --- | --- | --- | | 第二节 | 公司简介和主要财务指标 7 | | | 第三节 | 管理层讨论与分析 10 | | | 第四节 | 公司治理、环境和社会 32 | | | 第五节 | 重要事项 | 36 | | 第六节 | 股份变动及 ...

Group 1 - The stock price of Allwinner Technology reached 41.08 yuan as of August 12, 2025, with a daily increase of 2.57% [1] - The trading volume on that day was 453,997 hands, with a transaction amount of 1.844 billion yuan and a turnover rate of 6.72% [1] - Allwinner Technology specializes in the research and design of smart application processors SoC, high-performance analog devices, and wireless interconnect chips, with applications in smart hardware, consumer electronics, and industrial control [1] Group 2 - The latest industry report indicates a significant increase in the contract price of consumer-grade DDR4, which rose sharply in July, with an expected price growth of 85%-90% in the third quarter [1] - Institutional forecasts suggest that Allwinner Technology's net profit is expected to double this year [1] Group 3 - On August 12, the net inflow of main funds was 136.7381 million yuan, accounting for 0.49% of the circulating market value [1] - Over the past five days, the net outflow of main funds was 49.558 million yuan, representing 0.18% of the circulating market value [1]

Market Overview - The Shanghai Composite Index closed at 3608.33 points, above the five-day moving average, with a gain of 0.70% [1] - The total trading volume of A-shares reached 1,290.701 billion yuan [1] Stocks Performance - A total of 1,063 A-shares have surpassed the five-day moving average, with notable stocks showing significant deviation rates [1] - Stocks with the highest deviation rates include: - Nanjing Julong (10.11%) - Changxin Bochuang (8.01%) - Dazhu CNC (7.93%) [1] - Stocks with smaller deviation rates that just crossed the five-day moving average include: - Allwinner Technology - Jinshiyuan - Yinlun Shares [1] Top Performing Stocks - The top stocks that broke through the five-day moving average and their respective performance metrics are: - Nanjing Julong: 11.60% increase, 23.45% turnover rate, latest price 36.76 yuan [1] - Changxin Bochuang: 13.44% increase, 14.23% turnover rate, latest price 95.40 yuan [1] - Dazhu CNC: 11.05% increase, 20.73% turnover rate, latest price 81.20 yuan [1]