周五（8月29日），AI行情普遍调整，创业板人工智能小幅收跌，但算力部分个股仍表现活跃！其中， 光模块龙头天孚通信大涨超10%再创历史新高，深信服、太辰光、昆仑万维、同花顺、中科创达等多股 涨逾1%。下跌方面，长芯博创大跌超11%，润和软件、创意信息、锐捷网络等6股跌超5%。 | 序号 | 证券代码 | 证券简称 | 壹业收入 | 蒙非收入(同比增长率) | 归属母公司股东的净利润 | 归属母公司股东的净利润 | | --- | --- | --- | --- | --- | --- | --- | | | | | [报告期] 2025中报 | [报告期] 2025中报 | [报告期] 2025中报 | (同比增长驱) | | | | | [报惠类型] 合并报表 | [单位] % | [报表类型] 合并报表 | [报告期] 2025中报 | | | | | 【单位】亿元 | [单位] 亿元 | | [900] %] | | 1 | 300548.5Z | 长志博创 | 11.9986 | 59.5385 | 1.6822 | 1,121.2070 | | 2 | 300541.SZ | 先进数值 | 13.7 ...

Financial Performance - The company reported a total revenue of 1.2 billion yuan for the first half of 2025, representing a year-on-year increase of 59.54% [1] - The net profit attributable to shareholders reached 168 million yuan, showing a significant year-on-year growth of 1121.21% [1] - In Q2 2025, the total revenue was 661 million yuan, up 50.57% year-on-year, while the net profit attributable to shareholders was 78.52 million yuan, an increase of 471.17% [1] Key Financial Metrics - Gross margin improved to 40.19%, reflecting an increase of 84.07% year-on-year [1] - Net margin rose to 23.73%, a substantial increase of 214.54% compared to the previous year [1] - The total of selling, administrative, and financial expenses was 86.97 million yuan, accounting for 7.25% of revenue, down 9.07% year-on-year [1] Cash Flow and Assets - Operating cash flow per share increased to 1.02 yuan, a remarkable rise of 251.83% year-on-year [1] - The company's net asset value per share was 6.15 yuan, up 6.95% year-on-year [1] - Accounts receivable increased by 50.99% year-on-year, reaching 547 million yuan [1] Investment Insights - The company has a historical median ROIC of 12.48%, indicating good investment returns, despite a low of -0.03% in 2018 [3] - Analysts expect the company's performance in 2025 to reach 319 million yuan, with an average earnings per share of 1.09 yuan [3] - The company is held by a prominent fund manager, Jin Zicai from Caitong Fund, who has recently increased his stake [3][4] Fund Holdings - The largest fund holding the company is Caitong Value Momentum Mixed A, with a scale of 1.987 billion yuan [4] - Other funds that have newly entered the top ten holdings include E Fund Information Industry Mixed A and Huashang Advantage Industry Mixed A [4]

Group 1 - Hailiang Co., Ltd. achieved a revenue of 44.476 billion yuan, a year-on-year increase of 1.17%, and a net profit of 711 million yuan, a year-on-year increase of 15.03% [1] - Yinfai Storage reported a revenue of 543 million yuan, a year-on-year decrease of 18.97%, and a net profit of 62.347 million yuan, a year-on-year decrease of 20.05% [1] - Huamao Technology achieved a revenue of 1.108 billion yuan, a year-on-year increase of 14.42%, and a net profit of 137 million yuan, a year-on-year increase of 3.21% [2] Group 2 - Postal Savings Bank reported a revenue of 179.446 billion yuan, a year-on-year increase of 1.5%, and a net profit of 49.228 billion yuan, a year-on-year increase of 0.85% [4] - Bright Dairy achieved a revenue of 12.472 billion yuan, a year-on-year decrease of 1.9%, and a net profit of 217 million yuan, a year-on-year decrease of 22.53% [6] - Pianzaihuang reported a revenue of 5.379 billion yuan, a year-on-year decrease of 4.81%, and a net profit of 1.442 billion yuan, a year-on-year decrease of 16.22% [7] Group 3 - Great Wall Motors achieved a revenue of 92.335 billion yuan, a year-on-year increase of 0.99%, and a net profit of 6.337 billion yuan, a year-on-year decrease of 10.21% [9] - Haowei Group reported a revenue of 13.956 billion yuan, a year-on-year increase of 15.42%, and a net profit of 2.028 billion yuan, a year-on-year increase of 48.34% [10] - Batian Co., Ltd. achieved a revenue of 2.543 billion yuan, a year-on-year increase of 63.93%, and a net profit of 456 million yuan, a year-on-year increase of 203.71% [12] Group 4 - Yuxin Technology reported a revenue of 1.415 billion yuan, a year-on-year decrease of 5.01%, and a net profit of 220 million yuan, a year-on-year increase of 35.26% [14] - Zhongti Industry reported a revenue of 787 million yuan, a year-on-year decrease of 25.24%, and a net loss of 24.3955 million yuan [15] - Kemei Diagnostics achieved a revenue of 165 million yuan, a year-on-year decrease of 27.03%, and a net profit of 24.3408 million yuan, a year-on-year decrease of 68.24% [16] Group 5 - Huatai Co., Ltd. reported a revenue of 6.409 billion yuan, a year-on-year decrease of 1.86%, and a net profit of 67.6382 million yuan, a year-on-year decrease of 63.13% [17] - Fudan Fuhua reported a revenue of 326 million yuan, a year-on-year increase of 2.20%, and a net loss of 711.58 million yuan [19] - Haili Co., Ltd. achieved a revenue of 12.426 billion yuan, a year-on-year increase of 13.16%, and a net profit of 333.546 million yuan, a year-on-year increase of 693.76% [21] Group 6 - Xintong New Science reported a revenue of 61.852 million yuan, a year-on-year increase of 8.49%, and a net loss of 30.393 million yuan [22] - Newzhisoft achieved a revenue of 897 million yuan, a year-on-year decrease of 3.40%, and a net profit of 30.3531 million yuan, a year-on-year increase of 42.84% [24] - Maolai Optics reported a revenue of 319 million yuan, a year-on-year increase of 32.26%, and a net profit of 32.7555 million yuan, a year-on-year increase of 110.36% [25] Group 7 - Qianjin Pharmaceutical achieved a revenue of 1.818 billion yuan, a year-on-year decrease of 5.52%, and a net profit of 128 million yuan, a year-on-year increase of 8.50% [28] - Quanfeng Automotive reported a revenue of 1.218 billion yuan, a year-on-year increase of 18.90%, and a net loss of 167 million yuan [29] - Zhongjin Lingnan's application for a specific issuance of A-shares has been accepted by the Shenzhen Stock Exchange [31] Group 8 - Zhonglv Electric achieved a revenue of 2.333 billion yuan, a year-on-year increase of 29.30%, and a net profit of 618 million yuan, a year-on-year increase of 33.06% [33] - Sanhuan Group reported a revenue of 4.149 billion yuan, a year-on-year increase of 21.05%, and a net profit of 1.237 billion yuan, a year-on-year increase of 20.63% [35] - China Energy Construction achieved a revenue of 212.091 billion yuan, a year-on-year increase of 9.18%, and a net profit of 28.02 billion yuan, a year-on-year increase of 0.72% [37] Group 9 - Liou Co., Ltd. reported a revenue of 9.635 billion yuan, a year-on-year decrease of 9.62%, and a net profit of 478 million yuan, turning from a loss to profit [38] - Suzhou Bank achieved a revenue of 6.504 billion yuan, a year-on-year increase of 1.81%, and a net profit of 3.134 billion yuan, a year-on-year increase of 6.15% [40] - Shunxin Agriculture reported a revenue of 4.593 billion yuan, a year-on-year decrease of 19.24%, and a net profit of 173 million yuan, a year-on-year decrease of 59.09% [43] Group 10 - Tongfu Microelectronics achieved a revenue of 13.038 billion yuan, a year-on-year increase of 17.67%, and a net profit of 412 million yuan, a year-on-year increase of 27.72% [44] - Weidao Nano reported a revenue of 1.05 billion yuan, a year-on-year increase of 33.42%, and a net profit of 192 million yuan, a year-on-year increase of 348.95% [44] - ZTE Corporation achieved a revenue of 715.53 billion yuan, a year-on-year increase of 14.51%, and a net profit of 50.58 billion yuan, a year-on-year decrease of 11.77% [46]

Market Overview - On August 29, the communication equipment sector declined by 0.57%, with Changxin Bochuang leading the drop [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Top Gainers in Communication Equipment - Tianfu Communication (300394) rose by 10.29% to a closing price of 198.53, with a trading volume of 635,700 shares and a transaction value of 12.304 billion [1] - Changfei Optical Fiber (601869) increased by 10.01% to 91.25, with a trading volume of 188,500 shares and a transaction value of 1.716 billion [1] - Dekeli (688205) saw a rise of 7.05% to 125.00, with a trading volume of 175,900 shares and a transaction value of 1.943 billion [1] Top Losers in Communication Equipment - Changxin Bochuang (300548) fell by 11.57% to 141.53, with a trading volume of 481,500 shares and a transaction value of 6.773 billion [1] - Feichakong (301191) decreased by 10.71% to 105.45, with a trading volume of 81,400 shares and a transaction value of 873 million [1] - Langwei Co., Ltd. (301202) dropped by 6.73% to 49.48, with a trading volume of 79,100 shares and a transaction value of 393 million [1] Capital Flow Analysis - The communication equipment sector experienced a net outflow of 6.762 billion from institutional investors, while retail investors saw a net inflow of 4.534 billion [1] - Notable individual stock capital flows include Tianfu Communication with a net inflow of 220 million from institutional investors [2] - Changfei Optical Fiber had a net outflow of 113 million from retail investors [2] ETF Information - The 500 Quality Growth ETF (product code: 560500) tracks the CSI 500 Quality Growth Index and has seen a 5-day change of 2.73% [4] - The ETF has a price-to-earnings ratio of 17.56 and a recent share count of 440 million, down by 3 million shares [4]

New Stock Offerings - Fushun Special Steel (600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] - Dongxin Co., Ltd. (688110) reported severe abnormal fluctuations on August 16, 2025[1] - Broadcom Integrated (603068) announced abnormal fluctuations on August 29, 2025[1] Market Alerts - ST Guohua (000004) and ST Gohong (000851) both reported abnormal fluctuations on August 29, 2025[1] - ST Huayang (603825) and ST Zhongji (000972) also indicated abnormal fluctuations on August 29, 2025[1] - ST Yanzhen (603389) reported abnormal fluctuations on August 26, 2025[1] Company Announcements - Zhaoxin Technology (603377) announced abnormal fluctuations on August 27, 2025[1] - Longyang Electronics (301396) reported significant fluctuations on August 28, 2025[1] - ST Dongshi (603377) indicated abnormal fluctuations on August 22, 2025[1]

智通财经APP讯，长芯博创(300548.SZ)发布2025年半年度报告，该公司营业收入为12亿元，同比增长 59.54%。归属于上市公司股东的净利润为1.68亿元，同比增长1121.21%。归属于上市公司股东的扣除非 经常性损益的净利润为1.62亿元，同比增长1475.20%。基本每股收益为0.58元。营业收入增长主要系报 告期内数据通信、消费及工业互联市场收入变动所致。 ...

Core Viewpoint - The stock price of Changxin Bochuang (300548) continues to rise, with a significant increase of 18.84% on August 28, closing at 160.04 yuan per share, following the announcement of its 2025 semi-annual report [1]. Financial Performance - In the first half of the year, the company achieved operating revenue of 1.199 billion yuan, a year-on-year increase of 59.54% [1]. - The net profit attributable to shareholders reached 168 million yuan, up 1121.21% year-on-year [1]. - The net profit after deducting non-recurring gains and losses was 162 million yuan, reflecting a growth of 1475.2% [1]. - The net cash flow from operating activities was 297 million yuan, an increase of 256.76% year-on-year [1]. Business Segments - In the telecommunications market, the company generated operating revenue of 221 million yuan, a decrease of 39.66% year-on-year, with a gross margin of 15.94%, up 8.21 percentage points [2]. - The data communication, consumer, and industrial interconnection markets saw operating revenue of 976 million yuan, a year-on-year increase of 154.37%, with a gross margin of 45.65%, up 10.40 percentage points [2]. - Despite a 13.04% increase in production capacity for the telecommunications market, the output decreased by 18.20% and sales volume dropped by 22.57% due to a slowdown in demand [2]. Research and Development - The company maintained a strong focus on R&D, with expenditures of 56.18 million yuan, accounting for 4.68% of operating revenue [3]. - Ongoing upgrades for PON optical module products and the completion of design for MEMS-based optical switch devices were reported, applicable in 400G/800G and coherent optical modules [3]. - New products, including the 1.6T AEC and silicon photonics-based single-channel 400G QSFP112 modules, were developed, enhancing the company's product portfolio in consumer and industrial interconnection [3]. Market Performance - Changxin Bochuang has emerged as a strong performer in the A-share market, with a maximum stock price increase of 5 times since the second quarter of this year [3]. - As of August 28, the company's market capitalization reached 46.5 billion yuan [3].

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，并且没有 虚假记载、误导性陈述或重大遗漏。 长芯博创科技股份有限公司（以下简称"公司"）于 2025 年 8 月 28 日召开 的第六届董事会第二十次会议和第六届监事会第十八次会议审议通过了《关于续 聘毕马威华振会计师事务所（特殊普通合伙）为公司 2025 年度审计机构的议案》， 同意续聘毕马威华振会计师事务所（特殊普通合伙）（以下简称"毕马威华振"） 为 2025 年度审计机构。本事项尚需提交公司股东会审议，现将有关情况公告如 下： 一、拟续聘会计师事务所的基本信息 证券代码：300548 证券简称：长芯博创 公告编号：2025-064 长芯博创科技股份有限公司 关于续聘 2025 年度会计师事务所的公告 （一）机构信息 1、基本信息 毕马威华振会计师事务所于 1992 年 8 月 18 日在北京成立，于 2012 年 7 月 5 日获财政部批准转制为特殊普通合伙的合伙制企业，更名为毕马威华振会计师 事务所（特殊普通合伙）（以下简称"毕马威华振"），2012 年 7 月 10 日取得工 商营业执照，并于 2012 年 8 月 1 日正式运营。 毕马威 ...

证券代码：300548 证券简称：长芯博创 公告编号：2025-058 长芯博创科技股份有限公司 关于 2025 年半年度募集资金存放与使用情况专项报告 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，并且没有 虚假记载、误导性陈述或重大遗漏。 根据《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规 范运作》和相关格式指引的规定，长芯博创科技股份有限公司（以下简称"公司" 或"本公司"，曾用名"博创科技股份有限公司"）编制了 2025 年半年度募集资金 存放与使用情况的专项报告。具体情况如下。 一、募集资金基本情况 (一)实际募集资金金额和资金到位情况 1、2021 年向特定对象发行股票 根据中国证券监督管理委员会《关于同意博创科技股份有限公司向特定对象 发行股票注册的批复》（证监许可〔2020〕2083 号），本公司由主承销商国泰 君安证券股份有限公司（现为"国泰海通证券股份有限公司"，下同）采用代销方 式，向特定对象非公开发行人民币普通股（A 股）股票 22,576,136 股，发行价为 每股人民币 27.71 元，共计募集资金 62,558.47 万元，坐扣承销和保荐费用 64 ...

证券代码：300548 证券简称：长芯博创 公告编号：2025-059 长芯博创科技股份有限公司 关于调整 2025 年度日常关联交易预计额度的公告 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，并且没有 虚假记载、误导性陈述或重大遗漏。 一、日常关联交易基本情况 1、日常关联交易概述 长芯博创科技股份有限公司（以下简称"公司"）及子公司根据实际经营发展 的需要，预计在 2025 年度与公司关联方长飞光纤光缆股份有限公司（以下简称 "长飞光纤"）及其下属子公司、联营合营企业发生的日常关联交易需调增 2.5450 亿元，调整后总金额不超过 5.0150 亿元，主要关联交易内容为采购原材料、销 售商品。 2024 年 12 月 27 日，公司召开了第六届董事会第十四次会议和第六届监事 会第十二次会议，审议通过了《关于 2025 年度日常关联交易预计额度的议案》， 关联董事庄丹、Peter Johannes Wijnandus Marie Bongaerts （扬帮卡）、周理晶、 郑昕、罗杰、关联监事 Jinpei Yang（杨锦培）回避表决。本次关联交易在提交董 事会审议前已经公司独立董事专门会议审议 ...