Core Viewpoint - Shenzhen Oulutong Electronics Co., Ltd. reported strong financial performance for the first half of 2025, with significant growth in revenue and net profit, driven by its power adapter and data center power businesses [2][3][4]. Financial Performance - The company achieved a total revenue of 2.12 billion yuan, representing a year-on-year increase of 32.59% [2]. - The net profit attributable to shareholders reached 134 million yuan, up 54.86% year-on-year [2]. - The net cash flow from operating activities was 238 million yuan, showing a substantial increase of 266.58% [2]. Business Segments - In Q2 2025, the company recorded revenue of 1.23 billion yuan, marking a year-on-year growth of 36.39% and a quarter-on-quarter increase of 38.71%, setting a new record for quarterly revenue [3]. - The power adapter business generated revenue of 826 million yuan, with a year-on-year growth of 6.61%, maintaining its status as a stable core business [3][4]. - The data center power business saw remarkable growth, achieving revenue of 962 million yuan, a year-on-year increase of 94.30%, and accounting for 45.37% of total revenue [4]. - High-power server power business revenue surged to 662 million yuan, up 216.47% year-on-year, contributing significantly to overall performance [4]. Shareholder Returns - The company announced a profit distribution plan for the first half of 2025, proposing a cash dividend of 4.34 yuan per 10 shares, totaling 46.8 million yuan [3]. Strategic Focus - The company is committed to expanding its presence in the data center power sector and is actively pursuing opportunities in the AI industry, which is expected to drive demand for high-power server power supplies [5]. - Oulutong plans to enhance its product offerings and customer base while improving operational efficiency to strengthen its market competitiveness [3][5].

Group 1 - The controlling shareholder and actual controller of the company, Tai Zhou Tong Ju Information Technology Consulting Partnership, plans to reduce its holdings by up to 1,900,000 shares, accounting for no more than 1.74% of the total share capital within three months after the announcement [1] - The actual controllers of the company include Wang Heqiu, Wang Yulin, Wang Yuetian, Shang Yunsi, and Wang Yuefei, with Wang Heqiu and Wang Yulin controlling 27.29% of the shares through Shenzhen Genoli Information Consulting Co., Ltd. [1][2] - A recent announcement indicated that Wang Yuetian intends to transfer 12.04775% of his shares in the controlling entity Wang Yue Ke Wang to Shang Yunsi, which requires registration for industrial and commercial changes [2] Group 2 - The company raised a total of 931.293 million yuan during its IPO, with a net amount of 849.0898 million yuan, exceeding the original plan by 29.51588 million yuan [3] - The total issuance expenses amounted to 82.2032 million yuan, with the underwriting fees to Guojin Securities totaling 65.1905 million yuan [3] - The company issued 6,445,265 convertible bonds in July 2024, raising a total of 644.52665 million yuan, intended for various projects including the construction of a data center and upgrading the headquarters [3][4]

Core Insights - The company reported a significant increase in revenue and profit for the first half of 2025, with total revenue reaching 2.12 billion yuan, a year-on-year growth of 32.59%, and a net profit of 134 million yuan, up 54.86% [1] - The company plans to distribute cash dividends of 4.34 yuan per 10 shares, totaling 46.8 million yuan [1] Business Performance - The power adapter business, the company's most stable segment, generated 826 million yuan in revenue, a 6.61% increase year-on-year, despite challenges in the global consumer electronics market [2] - The data center power business saw robust growth, with revenue of 962 million yuan, a 94.30% increase year-on-year, accounting for 45.37% of total revenue [3] - High-power server power revenue surged to 662 million yuan, a remarkable increase of 216.47%, making it a key driver of the company's performance [3] - Other power business revenue remained stable at 323 million yuan, with a slight increase of 0.41% year-on-year [3] Strategic Focus - The company is focusing on the growing demand for AI computing power, with predictions indicating that AI-related electricity consumption could reach ten times the 2023 levels by 2026 [4] - The company has established itself as a leader in the server power sector, leveraging over ten years of technical expertise to capitalize on the AI server market [4][5] - The company offers a comprehensive range of high-power server power products, including various wattage solutions, positioning itself to meet the increasing power demands of AI servers [5] Research and Development - The company increased its R&D investment to 132 million yuan, a 28.26% rise, with a R&D expense ratio of 6.21%, enhancing its long-term growth potential [7] - The company holds numerous patents, including 28 invention patents and 162 utility model patents, establishing a strong technical barrier [7] Global Expansion - The company is accelerating its global business strategy, with production bases in Vietnam and Mexico to support international delivery [7] - The company aims to expand its data center power capacity and explore new application areas to capture more market share domestically and internationally [7]

Group 1 - The controlling shareholder of Oulutong (SZ 300870) plans to reduce its stake by up to 1.74%, amounting to a maximum of 1.9 million shares through block trading within three months after the announcement [1] - For the fiscal year 2024, Oulutong's revenue composition is heavily weighted towards the manufacturing of computers, communications, and other electronic devices, accounting for 99.54% of total revenue, while other businesses contribute only 0.46% [1]

智通财经APP讯，欧陆通(300870.SZ)发布2025年半年度报告，报告期内，公司实现营业收入21.2亿元， 同比增长32.59%。实现归属于上市公司股东的净利润1.34亿元，同比增长54.86%。实现归属于上市公司 股东的扣除非经常性损益的净利润1.27亿元，同比增长62.28%。基本每股收益1.3元。 ...

主力资金净流出的行业有26个，计算机行业主力资金净流出规模居首，全天净流出资金110.07亿元，其 次是医药生物行业，净流出资金为78.92亿元，净流出资金较多的还有电力设备、机械设备、汽车等行 业。 电力设备行业今日上涨1.22%，全天主力资金净流出57.80亿元，该行业所属的个股共361只，今日上涨 的有200只，涨停的有4只；下跌的有153只。以资金流向数据进行统计，该行业资金净流入的个股有86 只，其中，净流入资金超亿元的有11只，净流入资金居首的是正泰电器，今日净流入资金3.41亿元，紧 随其后的是欧陆通、禾望电气，净流入资金分别为2.30亿元、1.92亿元。电力设备行业资金净流出个股 中，资金净流出超亿元的有15只，净流出资金居前的有宁德时代、麦格米特、富临精工，净流出资金分 别为9.47亿元、4.10亿元、3.99亿元。（数据宝） 电力设备行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601877 | 正泰电器 | 9.99 | 4.03 | 34071.32 | ...

证券代码：300870 证券简称：欧陆通 公告编号：2025-058 债券代码：123241 债券简称：欧通转债 深圳欧陆通电子股份有限公司 关于放弃参股公司优先认缴出资权暨关联交易的公告 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，没有虚假记载、误导性陈述或重大遗漏。 上海安世博能源科技有限公司（以下简称"安世博"）为深圳欧陆通电子股 份有限公司（以下简称"欧陆通"或"公司"）的参股公司，公司持有其 30.00% 的股权。安世博由于自身业务发展，拟新增注册资本 3,500 万元，经董事会审慎 决定，公司同意放弃行使本次增资的优先认缴出资权。该部分股份由安世博其他 股东认购（以下简称"本次增资"）。 本次增资完成后，安世博注册资本由人民币 26,666.67 万元增加至人民币 30,166.67 万元，公司对安世博的持股比例由 30.00%降至 26.52%。 本次增资事项的具体内容最终以公司与相关各方实际签署的协议为准。 （二）关联交易情况 鉴于本次增资方王越天先生、尚韵思女士为公司实际控制人、董事。根据《深 圳证券交易所创业板股票上市规则》（以下简称"《上市规则》"），本次放弃 优先认缴出 ...

证券代码：300870 证券简称：欧陆通 公告编号：2025-059 债券代码：123241 债券简称：欧通转债 深圳欧陆通电子股份有限公司 关于修订《公司章程》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，没有虚假记载、误导性陈述或重大遗漏。 深圳欧陆通电子股份有限公司（以下简称"公司"）于 2025 年 8 月 27 日召 开第三届董事会 2025 年第五次会议、第三届监事会 2025 年第三次会议，分别审 议通过了《关于修订<公司章程>部分条款的议案》，鉴于国家法律法规、部门规 章、规范性文件修订，根据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司章程指引》《深圳证券交易所创业板股票上市规则》等法律、行政法 规、部门规章、规范性文件的规定，为进一步完善公司治理制度，更好地促进公 司规范运作，经审议，同意对《公司章程》部分条款做相应修改。现将具体情况 公告如下： 一、《公司章程》的修订情况 《公司章程》修订对照表如下： | 修订前 | | | | 修订后 | | --- | --- | --- | --- | --- | | 第一章 | 总 则 | 第一章 总 则 | ...

证券代码：300870 证券简称：欧陆通 公告编号：2025-055 债券代码：123241 债券简称：欧通转债 深圳欧陆通电子股份有限公司 2025 年半年度募集资金存放与使用情况的专项报告 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，没有虚 假记载、误导性陈述或重大遗漏。 根据《上市公司募集资金监管规则》《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》等有关法律、法规以及《公司章程》的 有关规定，现将深圳欧陆通电子股份有限公司（以下简称"公司"）2025 年半年 度募集资金存放与实际使用情况报告如下： 一、募集资金基本情况 （一）实际募集资金金额、资金到账时间 1、首次公开发行股票 经中国证券监督管理委员会《关于同意深圳欧陆通电子股份有限公司首次公 开发行股票注册的批复》（证监许可〔2020〕1600 号）同意，公司首次公开发行 人民币普通股（A 股）2,530.00 万股,每股面值 1.00 元，发行价格为 36.81 元/股， 发行募集资金总额为人民币 931,293,000.00 元，扣除发行费用(不含增值税)人民 币 82,203,175.63 元，实际募 ...

非经营性资金占用 资金占用方 名称 占用方与上 市公司的关 联关系 上市公司核 算的会计科 目 2025 年期初 占用资金余 额 2025 年半年 度占用累计 发生金额 （不含利 息） 2025 年半年 度占用资金 的利息（如 有） 2025 年半年 度偿还累计 发生金额 2025 年半年 度期末占用 资金余额 占用形成原 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 - - - - - 非经营性占用 小计 - - - - - 总计 - - - - - 其它关联资金往来 资金往来方 名称 往来方与上 市公司的关 联关系 上市公司核 算的会计科 目 2025 年期初 往来资金余 额 2025 年半年 度往来累计 发生金额 （不含利 息） 2025 年半年 度往来资金 的利息（如 有） 2025 年半年 度偿还累计 发生金额 2025 年半年 度期末往来 资金余额 往来形成原 因 往来性质（经营 性往来或非经营 性往来） 控股股东、实际控制 人及其附属企业 - - - - - 上市公司的子公司 及其附属企业 香港 ...