Group 1 - The company, Weiteou (301319), confirmed on September 5 that its products can be used in liquid cooling servers [1]

证券日报网讯唯特偶（301319）9月5日在互动平台回答投资者提问时表示，截至8月29日，公司股东人 数为10702户。 ...

Core Viewpoint - The company Weiteou (301319.SZ) has confirmed that its products can be utilized in liquid-cooled servers [1] Group 1 - The company is actively engaging with its audience on interactive platforms to provide updates about its product applications [1]

Core Insights - The company reported a total revenue of 664 million yuan for the first half of 2025, representing a year-on-year increase of 26.74%, while the net profit attributable to shareholders was 42.18 million yuan, a decrease of 14.76% [1] - In Q2, the revenue was 355 million yuan, up 15.21% year-on-year, but the net profit dropped by 26.74% to 20.42 million yuan [1] - The company's accounts receivable is significantly high, with accounts receivable accounting for 485.48% of the latest annual net profit [1] Financial Performance - The gross profit margin was 16.39%, down 13.43% year-on-year, and the net profit margin was 6.35%, a decrease of 32.74% [1] - Total selling, administrative, and financial expenses amounted to 45.89 million yuan, which is 6.91% of revenue, an increase of 2.83% year-on-year [1] - Earnings per share were 0.34 yuan, down 14.77% year-on-year, while operating cash flow per share was 0.18 yuan, an increase of 16.53% [1] Return on Investment - The company's return on invested capital (ROIC) for the previous year was 7.54%, indicating average capital returns [2] - The historical median ROIC since the company went public is 17.17%, with the worst year being 2024 at 7.54% [2] - The net profit margin last year was 7.37%, suggesting average added value for products or services [2] Debt and Cash Flow - The company's cash assets are reported to be very healthy [2] - The average operating cash flow over the past three years is only 19.8% of current liabilities, indicating a need for attention [2] - The accounts receivable to profit ratio has reached 485.48%, which is a significant concern [2]

Core Viewpoint - The company reported a revenue of 664 million yuan for the first half of 2025, reflecting a year-on-year growth of 26.74% [1] Financial Performance - The company's gross profit increased by 9.71% year-on-year, amounting to an increase of 9.64 million yuan [1] - The net profit attributable to the parent company was 42 million yuan, showing a year-on-year decline of 14.76% [1] - The net profit attributable to the parent company after deducting non-recurring gains and losses was 37 million yuan, which represents a year-on-year decrease of 7.36% [1]

Group 1 - The core viewpoint of the article is that Weiteou's financial performance in the first half of 2025 shows a significant increase in revenue but a decline in net profit, indicating potential challenges in profitability despite revenue growth [1][2]. Group 2 - In the first half of 2025, Weiteou reported operating revenue of 664 million yuan, a year-on-year increase of 26.74% [1]. - The net profit attributable to shareholders was 42.18 million yuan, a year-on-year decrease of 14.76%, while the net profit after deducting non-recurring gains and losses was 37.06 million yuan, down 7.36% year-on-year [1][2]. - The basic earnings per share for the reporting period was 0.34 yuan [1][2]. Group 3 - The company's gross profit margin for the first half of 2025 was 16.39%, a decrease of 2.54 percentage points year-on-year, and the net profit margin was 6.35%, down 3.09 percentage points compared to the same period last year [2]. - In the second quarter of 2025, the gross profit margin was 16.51%, a year-on-year decrease of 1.22 percentage points, but an increase of 0.25 percentage points compared to the previous quarter [2]. Group 4 - Weiteou's total operating expenses for the first half of 2025 were 62.78 million yuan, an increase of 13.45 million yuan year-on-year, with an expense ratio of 9.45%, up 0.04 percentage points from the previous year [2]. - Sales expenses increased by 10.28%, management expenses rose by 33.02%, R&D expenses grew by 19.66%, and financial expenses surged by 104.15% [2]. Group 5 - Weiteou, established on January 19, 1998, is located in Longgang District, Shenzhen, and specializes in the research, production, and sales of microelectronic welding materials [3]. - The main business revenue composition includes microelectronic welding materials (84.91%), auxiliary welding materials (13.18%), and others (1.91%) [3]. - The company is classified under the electronic chemical industry and is associated with various concepts such as micro-cap stocks, small-cap, specialized and innovative enterprises, HBM concept, and BYD concept [3].

本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 证券代码：301319 证券简称：唯特偶 公告编号：2025-044 深圳市唯特偶新材料股份有限公司 关于修订及制定公司部分治理制度的公告 | 7 | 募集资金管理制度 | 修订 | 是 | | --- | --- | --- | --- | | 8 | 独立董事工作制度 | 修订 | 否 | | 9 | 独立董事专门会议工作制度 | 修订 | 否 | | 10 | 董事会审计委员会工作细则 | 修订 | 否 | | 11 | 董事会提名委员会工作细则 | 修订 | 否 | | 12 | 董事会薪酬与考核委员会工作细则 | 修订 | 否 | | 13 | 期货套期保值业务管理制度 | 修订 | 否 | | 14 | 外汇衍生品交易业务管理制度 | 修订 | 否 | | 15 | 总裁工作细则 | 修订 | 否 | | 16 | 董事会秘书工作制度 | 修订 | 否 | | 17 | 董事、高级管理人员所持公司股份 及其变动管理制度 | 修订 | 否 | | 18 | 信息披露管理制度 | 修订 | 否 | | 1 ...

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