维峰电子（广东）股份有限公司 2025 年半年度报告全文 1 维峰电子（广东）股份有限公司 2025 年半年度报告全文 2025 年半年度报告 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。 公司负责人李文化、主管会计工作负责人戴喜燕及会计机构负责人（会计主管人员） 戴喜燕声明：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。 公司采购主要包括金属材料、塑胶原料，以及外协加工服务等，其中外协加工主要项目为金属表面 处理服务。具体而言，金属材料采购范围包括铜带、铜线、铜合金等关键材料；塑胶原料则主要包括 PBT、PA66 等工程塑胶粒原料；金属表面处理服务所依赖的材料则包括金、锡、镍等贵金属。铜及贵金 属作为金属材料及表面处理服务的定价基准，主要受铜及贵金属价格的市场波动影响，而塑胶粒原料的 石油化工属性使其价格走势主要与国际石油价格紧密相关。因此，铜价、贵金属价格以及国际石油价格 的大幅波动，可能引发公司主要原材料及金属表面处理服 ...

Group 1 - The company, Weifeng Electronics (301328.SZ), has participated in the drafting of the 224G high-speed copper cable group standard for the Guangdong Connector Association [1]

Group 1 - The core viewpoint is that there has been a significant increase in PCB demand, and the company has confirmed that its PCB board connectors are receiving orders [2] - The company has stated that its PCB board connectors cover clients in industrial control and new energy sectors, indicating a diversified customer base [2] - The company maintains a stable supply capability in line with the growth in downstream demand, suggesting a well-aligned production capacity with industry growth potential [2]

Core Viewpoint - Weifeng Electronics (301328.SZ) has established a stable supply capability for its board connectors used in PCB applications, responding to customer demands [1] Group 1 - The company's board connectors are applicable to PCB boards [1] - The product supply capability has been developed based on customer requirements [1] - Specific order sizes are considered commercially sensitive information and should be verified through publicly disclosed information by the company [1]

格隆汇8月18日丨维峰电子(301328.SZ)于投资者互动平台表示，公司PCB板端连接器已覆盖工业控制、 新能源等领域客户，并随下游需求增长保持稳定供货能力，相关产能布局匹配行业增长潜力。 ...

Group 1 - The latest stock price of Weifeng Electronics is 47.18 yuan, an increase of 2.05% compared to the previous trading day [1] - The stock reached a high of 47.47 yuan and a low of 46.24 yuan during the trading session, with a total transaction amount of 112 million yuan [1] - Weifeng Electronics operates in the electronic components industry, focusing on the research, production, and sales of connector products [1] Group 2 - The company's products are widely used in consumer electronics, automotive electronics, and industrial control sectors [1] - Weifeng Electronics has indicated that some of its products are already applied in the control systems of medical surgical robots [1] - The company clarified that it currently does not have a direct partnership with Tesla [1] Group 3 - On the same day, the net outflow of main funds for Weifeng Electronics was 12.06 million yuan, with a cumulative net outflow of 16.27 million yuan over the past five days [1]

金融界消息 截至2025年8月15日收盘，维峰电子（301328）报收于47.18元，上涨2.05%，换手率 6.96%，成交量2.37万手，成交金额1.12亿元。 来源：金融界 资金流向方面，今日主力资金净流出1205.66万元，占比成交额10.78%。其中，超大单净流出94.73万 元、占成交额0.85%，大单净流出1110.93万元、占成交额9.93%，中单净流出流出103.62万元、占成交 额0.93%，小单净流入1309.28万元、占成交额11.7%。 通过天眼查大数据分析，维峰电子(广东)股份有限公司共对外投资了10家企业，参与招投标项目14次， 知识产权方面有商标信息38条，专利信息159条，此外企业还拥有行政许可39个。 维峰电子最新一期业绩显示，截至2025一季报，公司营业总收入1.45亿元、同比增长44.61%，归属净利 润2544.74万元，同比增长39.99%，扣非净利润2519.57万元，同比增长40.17%，流动比率10.969、速动 比率9.915、资产负债率6.49%。 天眼查商业履历信息显示，维峰电子(广东)股份有限公司，成立于2002年，位于东莞市，是一家以从事 通用设备制 ...

格隆汇8月15日丨维峰电子(301328.SZ)在互动平台表示，公司已有部分产品应用于医疗手术机器人的控 制系统等。 ...

每经AI快讯，有投资者在投资者互动平台提问：网传贵司有给特斯拉送样，是否属实？ 维峰电子（301328.SZ）8月14日在投资者互动平台表示，公司目前暂未直接与特斯拉合作。 （文章来源：每日经济新闻） ...

Robotics - Upbeat Electronics currently has no product layout in the robotics field [1] - New Times plans to launch an embodied intelligent welding solution in September this year [1] - Zhongke Magnetic Industry has established cooperation with ultra-lightweight humanoid robotic arm industry clients [1] - Zhiwei Intelligent has launched a robot brain control product line based on Nvidia Jetson and other chip platforms [1] - Daili New Materials has verified its robotic tendon samples with several domestic related manufacturers [1] - Tongda Hai is actively promoting native development and compatibility adaptation work based on the CANN ecosystem [1] AI and Large Models - Guoguang Electric values the research and development of new AI headphone products but has not yet achieved mass production [1] - Juxin Technology continues to build a low-power AI computing power platform, gradually expanding to more application scenarios beyond audio [1] - Heertai's tactile human body screen technology has been applied in the company's smart body-sensing clothing project [1] Solid-State Batteries - Del's shares have established a sample trial production line for solid-state batteries in Shanghai [1] - Tianhua New Energy has completed the research and development of lithium-rich manganese-based positive materials and sent samples for evaluation to multiple solid-state battery customers [1] Other Developments - Cambrian has denied rumors regarding large orders for carrier boards from a certain manufacturer [1] - Jiaxun Feihong has not collaborated with Huawei in the eSIM card communication module field [1] - Weifeng Electronics currently has products applied in the server power control field [1] - Saiteng Co., Ltd. has already delivered HBM equipment in batches [1] - Lens Technology is currently cooperating with customers to develop the next generation of cover glass [1] - Metro Design has developed a smart planning platform for urban rail transit based on multi-source data, which has been promoted in multiple cities [1] - Chongde Technology's dynamic pressure oil film sliding bearing products are mainly used in energy generation, industrial drive, petrochemical, and shipping fields [1] - Leyard provides display solutions for the "Panda Eye" training base [1] - Pengling Co., Ltd. has received mass production orders for its thermal management project from SAIC Passenger Vehicle [1]