扬子晚报网8月25日讯(记者范晓林)今天是周一，上周五科森科技（603626）6连板，园林股份（605303）5连板，御银股份（002177）、世茂能源 （605028）4连板，成飞集成（002190）、汇嘉时代（603101）3连板。市场全天震荡走高，沪指站上3800点，科创50涨超8%创3年多新高。沪深两市全天 成交额2.55万亿，较上个交易日放量1227亿。板块方面，半导体、CPO、证券、算力等板块涨幅居前。8月22日，2025中国算力大会开幕。随着DeepSeek- V3.1发布，算力芯片全线爆发，算力硬件端人气也同步展开强修复，生益电子、生益科技（600183）、新易盛（300502）等光模块、PCB核心大票续创历 史新高，后续行情值得关注。 A.利好精选 科创新源：上半年净利润同比增长521% | 新股名称 华新精科 | | 申购日期 2025-08-25 | | --- | --- | --- | | 申购代码 732370 | | 上市地点 上海证券交易所 | | 发行价格 18.6 | | 所属板块 电机III | | 市盈率（倍） | 21.68 | | | 行业市盈率(倍) | 21.8 ...

Core Viewpoint - The performance of A-share listed companies in the first half of the year is strong, with several companies reporting significant profit growth, particularly those in the technology and chemical sectors [1] Group 1: Company Performance - Kexin New Source achieved operating revenue of 541 million yuan, a year-on-year increase of 43.90%, and net profit attributable to shareholders of 17.604 million yuan, up 520.71% [2] - Anshuo Information reported operating revenue of 380 million yuan, a year-on-year increase of 14.48%, and net profit of approximately 11.8832 million yuan, up 182.65% [3] - Jiuyuan Yinhai's operating revenue was approximately 439 million yuan, a year-on-year increase of 11.33%, with net profit of about 29.9481 million yuan, up 160.02% [3] - Juxin Technology achieved operating revenue of 449 million yuan, a year-on-year increase of 60.12%, and net profit of 91.3754 million yuan, up 123.19% [4] - Taihe Co., Ltd. reported operating revenue of 2.413 billion yuan, a year-on-year increase of 23.15%, and net profit of 182.1536 million yuan, up 72.2% [2] - Zhonggang Tianyuan's operating revenue was 1.517 billion yuan, a year-on-year increase of 16.94%, with net profit of 146.8639 million yuan, up 43.07% [2] - Xiyang Co., Ltd. reported operating revenue of 21.093 billion yuan, a year-on-year increase of 12.35%, and net profit of 1.0618828 billion yuan, up 32.76% [2] Group 2: Industry Trends - The demand for digitalization and intelligent transformation in financial institutions is driving Anshuo Information's growth [3] - Jiuyuan Yinhai's revenue growth is significantly supported by the smart city sector, which saw a 409.88% increase in revenue [3] - Juxin Technology's performance is attributed to strong AI technology-driven growth and increased R&D investment [4] - The upcoming peak of half-year report disclosures will see over 3,700 listed companies reporting, including major firms like Agricultural Bank and Midea Group [5]

Core Viewpoint - Company reported significant growth in revenue and net profit for the first half of 2025, driven by the rapid expansion of its liquid cooling plate business for electric vehicle batteries and overseas communication services [1][2][3]. Financial Performance - Revenue for the first half of 2025 reached 541 million yuan, a year-on-year increase of 43.9% [2][3]. - Net profit attributable to shareholders was 17.6 million yuan, showing a remarkable growth of 520.71% compared to the previous year [1][3]. - Operating profit was 23.67 million yuan, up 405.78% year-on-year [2][3]. - Basic and diluted earnings per share increased to 0.14 yuan, a 600% rise from the previous year [3]. Business Segments - The polymer materials segment generated 229 million yuan in revenue, a growth of 6.04%, with ongoing collaborations with major telecom companies [4]. - The thermal management systems segment saw revenue of 311 million yuan, reflecting a substantial increase of 95.31% [5]. - The company is actively developing data center cooling solutions through its subsidiary, focusing on liquid cooling technology [5][6]. Market Trends - The liquid cooling sector has experienced a surge, with an increase of 28.54% in the related market since August 2025, driven by the demand from AI and electric vehicles [1][7]. - The company aims to leverage its resources to innovate and industrialize data center liquid cooling technology, positioning itself for future growth [6][10]. - The integration of liquid cooling systems in data centers is accelerating, with major cloud service providers expanding their capacities to support such technologies [10].

Core Viewpoint - The company has reported significant developments in its operations, including stock option plans, regulatory measures, and strategic acquisitions aimed at enhancing its market position and financial performance [1][8][10]. Company Overview - The company did not distribute cash dividends or issue new shares during the reporting period [3]. - There were no changes in the controlling shareholder or actual controller during the reporting period [5][6]. Financial Data and Indicators - The company has not provided specific financial data in the excerpts, but it emphasizes the importance of reviewing the full semi-annual report for comprehensive financial insights [1]. Important Matters - The company’s 2021 stock option incentive plan's third exercise period conditions were not met, leading to the cancellation of 1,852,550 stock options for 100 participants [6][7]. - The company received administrative regulatory measures from the Shenzhen Securities Regulatory Bureau and the Shenzhen Stock Exchange, which it is addressing through corrective actions and improved compliance [8][9]. Strategic Acquisitions - The company signed a letter of intent to acquire 51% of Dongguan Zhaoke Electronic Materials Technology Co., Ltd., aiming to enhance its presence in the polymer materials industry [9][10]. - A supplementary agreement was signed to extend the exclusivity period for the acquisition, indicating ongoing negotiations and adjustments to the acquisition strategy [10]. Subsidiary Developments - A subsidiary, Wuhu Xianglu Automotive Parts Co., Ltd., successfully requalified as a high-tech enterprise, allowing it to benefit from a reduced corporate tax rate of 15% for three years [11]. - The company’s subsidiary, Suzhou Ruitek Radiator Technology Co., Ltd., is transferring 21% of its stake in Chongqing Ruiwei Automotive Parts Co., Ltd. for 3.6 million RMB, focusing on strategic resource allocation [12][13].

Group 1 - The board meeting of Shenzhen Kexin New Materials Co., Ltd. was held on August 21, 2025, with all seven directors present, and the meeting was conducted both in-person and via communication methods [1][2] - The board unanimously approved the company's 2025 semi-annual report, confirming that it complies with legal and regulatory requirements and accurately reflects the company's operational status for the first half of 2025 [1][2] - The board also agreed to appoint Ms. Ma Ting as a member of the Remuneration and Assessment Committee, with the committee now consisting of three members, including Mr. Chang Junfeng as the convener [2][3] Group 2 - The board approved the proposed signing of a rights and obligations transfer agreement related to the investment project by the company's subsidiary, Suzhou Ruitai Technology Co., Ltd., ensuring alignment with the company's strategic development and the continuation of the original investment agreement [2][3] - This agreement is expected to optimize resource allocation, enhance development quality, and improve asset operation efficiency, adhering to principles of openness, fairness, and justice [3] - The board authorized the management team to implement the specifics of the rights and obligations transfer, including the signing of the agreement and any supplementary agreements [3]

Core Viewpoint - Company reported significant growth in revenue and net profit for the first half of 2025, driven by the rapid expansion of its liquid cooling plate business for electric vehicle batteries and overseas communication services [1][2]. Financial Performance - Revenue for the first half of 2025 reached 540 million yuan, a year-on-year increase of 43.9% [2]. - Net profit attributable to shareholders was 17.6 million yuan, reflecting a substantial growth of 520.71% compared to the previous year [2]. - Operating profit was 23.67 million yuan, up 405.78% year-on-year [1][2]. - Basic and diluted earnings per share increased to 0.14 yuan, a 600% rise from the previous year [2]. Business Segments - In the polymer materials sector, the company generated 229 million yuan in revenue, a growth of 6.04% [3]. - The thermal management systems segment saw revenue of 311 million yuan, marking a significant increase of 95.31% [3]. - The company is actively developing data center cooling components through its subsidiary, focusing on collaborative manufacturing and self-production [3][4]. Market Trends - The liquid cooling sector has experienced a surge, with an increase of 28.54% in the sector since August, driven by the demand from AI and electric vehicles [6]. - The company plans to enhance its data center liquid cooling technology and industrial application in the second half of 2025, aiming to seize industry opportunities [5][9]. - The rise in demand for liquid cooling solutions is attributed to the increasing heat density in computing equipment and data centers, necessitating advanced cooling technologies [9].

Core Viewpoint - The article highlights the strong performance of several A-share listed companies in their semi-annual reports, with notable increases in net profits exceeding 100% for some firms [1]. Group 1: Company Performance - Kexin New Source achieved operating revenue of 541 million yuan, a year-on-year increase of 43.90%, and a net profit of 17.604 million yuan, up 520.71% [2]. - Anshuo Information reported operating revenue of 380 million yuan, a 14.48% increase, with a net profit of approximately 11.8832 million yuan, up 182.65% [3]. - Jiuyuan Yinhai's operating revenue was about 439 million yuan, an 11.33% increase, with a net profit of approximately 29.9481 million yuan, up 160.02% [3]. - Juxin Technology achieved operating revenue of 449 million yuan, a 60.12% increase, and a net profit of 91.3754 million yuan, up 123.19% [4]. - Taihe Co., Ltd. reported operating revenue of 2.413 billion yuan, a 23.15% increase, with a net profit of 182.1536 million yuan, up 72.2% [2]. - Zhonggang Tianyuan's operating revenue was 1.517 billion yuan, a 16.94% increase, with a net profit of 146.8639 million yuan, up 43.07% [2]. - Xiyu Co., Ltd. reported operating revenue of 21.093 billion yuan, a 12.35% increase, with a net profit of 1.0618828 billion yuan, up 32.76% [2]. - Kelaike Co., Ltd. achieved operating revenue of 549 million yuan, a 5.39% increase, with a net profit of 28.2786 million yuan, up 21.81% [2]. Group 2: Industry Trends - The demand for digitalization and intelligent transformation in financial institutions is driving the growth of Anshuo Information's business [3]. - Jiuyuan Yinhai's revenue growth was significantly supported by the smart city sector, which saw a 409.88% increase in revenue [3]. - Juxin Technology's performance was bolstered by strong AI technology advancements and increased R&D investment [4]. - The upcoming peak of semi-annual report disclosures is expected to include over 3,700 listed companies, with significant firms like Agricultural Bank of China and Midea Group scheduled to report [6].

Core Insights - The company, Kexin Innovation Source (300731), reported a significant increase in revenue and net profit for the first half of 2025, indicating strong financial performance [1] Financial Performance - The company achieved operating revenue of 541 million yuan, representing a year-on-year growth of 43.90% [1] - The net profit reached 17.604 million yuan, showing a remarkable year-on-year increase of 520.71% [1] - Basic earnings per share were reported at 0.14 yuan [1] - The weighted average return on equity (ROE) was 2.91% [1]

Core Insights - Company reported significant growth in H1 2025, with revenue reaching 541 million yuan, a year-on-year increase of 43.9%, and net profit attributable to shareholders at 17.604 million yuan, up 520.71% [1] - The main driver of this growth is the rapid advancement in liquid cooling technology, particularly in the application of liquid cooling plates for electric vehicle batteries [1] Revenue Breakdown - The polymer materials segment achieved steady growth, generating revenue of 229 million yuan, a 6.04% increase year-on-year, with overseas communication business expanding and profit margins improving [1] - The automotive sealing strip business deepened strategic partnerships with major clients like Chery, resulting in revenue of 89.251 million yuan, a 9.79% increase compared to the same period last year [1] Thermal Management System Growth - The thermal management system segment emerged as a major growth driver, with revenue reaching 311 million yuan, a staggering increase of 95.31% year-on-year, primarily driven by subsidiaries like Ruitai Technology and Chuangyuan Zhihuo [2] - The demand for new energy vehicles is rising, fueled by the rapid promotion of new battery technologies such as Kirin and Shenhung batteries, leading to significant orders for popular models [2] - Ruitai Technology's high-frequency welded liquid cooling plates are key components for the new battery technologies, and the company has accelerated production line construction and upgrades to enhance efficiency [2] Data Center Developments - The explosion of AI technology has significantly increased the demand for computing power and data center cooling solutions, with liquid cooling technology being rapidly adopted [3] - Company is actively developing data center cooling components through its subsidiary, focusing on specialized cooling modules and liquid cooling plates, although it remains in the customer development and product certification phase, resulting in small revenue and losses during the reporting period [3] - Company is pursuing a cross-border acquisition of Dongguan Zhaoke, which has faced delays due to complexity, and has signed a memorandum of cooperation with Honeywell for the development of various cooling technologies [3]

Core Insights - The company, 科创新源, reported a significant increase in revenue and profit for the first half of 2025, indicating strong business performance [1] Financial Performance - The company achieved an operating revenue of 541 million yuan, representing a year-on-year growth of 43.9% [1] - The net profit attributable to shareholders reached 17.604 million yuan, showing a remarkable year-on-year increase of 520.71% [1] - The net profit after deducting non-recurring gains and losses was 14.454 million yuan, which is a year-on-year growth of 262.25% [1] - Basic earnings per share stood at 0.14 yuan [1] Business Growth Drivers - The rapid growth in the business of liquid cooling plates for new energy vehicle power batteries and overseas communication services significantly contributed to the company's improved profitability [1]