2025 年半年度报告 南京通达海科技股份有限公司 2025 年半年度报告全文 证券代码：301378 证券简称：通达海 公告编号：2025-031 南京通达海科技股份有限公司 2025 年 8 月 29 日 1 南京通达海科技股份有限公司 2025 年半年度报告全文 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。 公司负责人郑建国、主管会计工作负责人徐东惠及会计机构负责人(会计 主管人员)徐东惠声明：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。 本报告涉及的发展战略及未来前瞻性陈述，不构成公司对投资者的实质承 诺，投资者及相关人士均应对此保持足够的风险认识，并且应当理解计划、 预测与承诺之间的差异。公司在经营管理中可能面临的风险与对策举措已在 本报告中第三节"管理层讨论与分析"之"十、公司面临的风险和应对措施" 部分予以描述。敬请广大投资者关注，并注意投资风险。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 ...

Group 1 - The State Council released opinions on the implementation of the "Artificial Intelligence +" initiative, aiming for over 70% application penetration of new intelligent terminals and intelligent agents by 2027, and over 90% by 2030 [1] - The initiative includes building national AI application pilot bases, promoting the intelligent transformation of software and information service companies, and developing AI application service providers [1] - The focus is on creating a smart product ecosystem, with significant development in smart connected vehicles, AI smartphones and computers, smart robots, smart homes, and wearable devices [1] Group 2 - Huatai Securities believes that generative AI is entering a new development stage dominated by AI agents, which are seen as "digital employees" capable of understanding, planning, and executing complex tasks [2] - The demand for energy and semiconductors is rapidly increasing as AI agents transition from experimental to large-scale deployment, making these resources strategic and bottleneck factors for AI development [2] - Northeast Securities highlights that edge AI is evolving terminal devices from "single-function" to "scene intelligence," creating a core technology foundation for the Internet of Everything [2] Group 3 - Companies involved in AI applications across various sectors include: - AI + Government: Taiji Co., South威 Software, Newpoint Software, Digital Government, and Tuoer Si [3] - AI + Justice: Jinqiao Information, Huayu Software, and Tongda Hai [3] - AI + Finance and Tax: Tax Friend Co., Zhongke Jiangnan, and Bosi Software [3] - AI + Enterprise Services: Kingsoft Office, Yonyou Network, Kingdee International, Inspur Digital Enterprise, Guangyun Technology, Zhiyuan Interconnection, and Fanwei Network [3] - AI + Programming: Jin Modern and Puyuan Information [3] Group 4 - Companies such as Kute Intelligent and Nanxing Co. are identified as active entities in the AI agent space [4]

Group 1 - The core viewpoint of the news is that Tongdahai's stock has shown significant growth in 2023, with a year-to-date increase of 20.08% and a recent rise of 2.29% on August 22, reaching a price of 34.39 CNY per share [1] - As of August 22, the total market capitalization of Tongdahai is 3.322 billion CNY, with a trading volume of 61.8 million CNY and a turnover rate of 3.98% [1] - The company has experienced net inflows of main funds amounting to 972,700 CNY, with large orders contributing to 14.57% of total buying [1] Group 2 - For the first quarter of 2025, Tongdahai reported a revenue of 60.09 million CNY, reflecting a year-on-year decrease of 29.41% [2] - The number of shareholders as of March 31, 2025, is 11,500, which is a decrease of 6.74% from the previous period, while the average number of circulating shares per person increased by 12.25% to 4,000 shares [2] - Since its A-share listing, Tongdahai has distributed a total of 80.5 million CNY in dividends [2]

通过天眼查大数据分析，南京通达海科技股份有限公司共对外投资了6家企业，参与招投标项目2218 次，知识产权方面有商标信息7条，专利信息23条，此外企业还拥有行政许可19个。 金融界消息 截至2025年8月13日收盘，通达海（301378）报收于33.3元，下跌1.86%，换手率10.43%， 成交量4.57万手，成交金额1.52亿元。 来源：金融界 资金流向方面，今日主力资金净流出1234.96万元，占比成交额8.11%。其中，超大单净流入187.75万 元、占成交额1.23%，大单净流出1422.71万元、占成交额9.34%，中单净流出流出487.21万元、占成交 额3.2%，小单净流入1722.17万元、占成交额11.31%。 通达海最新一期业绩显示，截至2025一季报，公司营业总收入6009.29万元、同比减少29.41%，归属净 利润2995.31万元，同比减少55.22%，扣非净利润3107.35万元，同比减少46.06%，流动比率5.675、速动 比率5.377、资产负债率12.28%。 天眼查商业履历信息显示，南京通达海科技股份有限公司，成立于1995年，位于南京市，是一家以从事 软件和信息技术 ...

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]

证券日报网讯通达海（301378）8月12日在互动平台回答投资者提问时表示，作为华为生态合作伙伴， 公司积极推进基于CANN生态的原生开发和兼容性适配工作，目前海睿大模型等产品已经取得昇腾及相 关技术认证，后续公司将结合用户需求和兼容需要持续开展产品技术的适配工作。 ...

Core Viewpoint - Tongdahai (301378.SZ) is actively advancing native development and compatibility adaptation based on the CANN ecosystem as a Huawei ecosystem partner [1] Group 1 - The company has achieved Ascend and related technology certifications for products such as the Huirui large model [1] - The company plans to continue product technology adaptation work based on user needs and compatibility requirements [1]

通达海（301378.SZ）8月12日在投资者互动平台表示，作为华为生态合作伙伴，公司积极推进基于 CANN生态的原生开发和兼容性适配工作，目前海睿大模型等产品已经取得昇腾及相关技术认证，后续 公司将结合用户需求和兼容需要持续开展产品技术的适配工作。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：据了解，公司海睿大模型等产品已完成并通过华为 Atlas 800T A2 训练服务器和 AI 框架昇思 MindSpore 昇腾技术认证。华为宣布CANN全面开源，请问公 司是否已经全面适配进入CANN生态？ ...

Investment Rating - The report maintains a "Positive" investment rating for the industry [7]. Core Insights - The computer sector saw a significant increase of 3.02% last week, ranking 7th among major industries, with a trading volume accounting for 10.43% of the total market [2][4]. - The report highlights the growing interest in stablecoins and related technologies, particularly in the context of recent regulatory developments in Hong Kong [6][26]. - The launch of xAI's Grok-4, which includes advanced AI capabilities, is expected to drive further innovation in the sector [19][20]. Summary by Sections Market Performance - The overall market continued its upward trend, with the Shanghai Composite Index surpassing the 3500-point mark, closing at 3510.18 points, reflecting a 1.09% increase [12]. - The computer sector's performance was notably strong, with a 3.02% rise, contributing significantly to the overall market dynamics [12]. Key Developments - The report emphasizes the importance of cryptography in the blockchain ecosystem, particularly as stablecoins gain traction [6][32]. - The implementation of the stablecoin regulations in Hong Kong is anticipated to accelerate the development of the stablecoin market, with major companies like JD.com and Ant Group actively participating [6][26]. Recommendations - The report suggests focusing on companies with strong cryptographic technology reserves and relevant qualifications, especially those linked to the financial industry [6][42]. - It also highlights the potential for investment opportunities in firms that possess the necessary licenses and technological capabilities in blockchain and cryptography [30][42].

Summary of Key Points Core Viewpoint - The financing balance of the ChiNext market has increased, indicating a positive trend in investor sentiment and market activity, with notable increases in specific stocks [1][2]. Financing Balance Overview - The latest financing balance for ChiNext stocks is 364.31 billion yuan, an increase of 1.88 billion yuan from the previous period, with 47 stocks seeing a financing balance growth of over 10% [1]. - The total margin trading balance for ChiNext stocks reached 365.40 billion yuan, marking a continuous increase over four trading days [1]. Stocks with Significant Financing Balance Growth - Among the 502 stocks with increased financing balances, the largest increase was seen in Xinte Electric, with a financing balance of 129.64 million yuan, reflecting an 81.86% increase [3]. - Other notable stocks with significant financing balance growth include Feilihua and Tongda Hai, with increases of 53.73% and 45.28%, respectively [3]. Market Performance of Stocks - On the day of reporting, the average performance of stocks with over 10% financing balance growth was a decline of 0.88%, with 19 stocks rising, including Changxin Bochuang, Te Fa Service, and Dongtian Micro, which saw increases of 15.07%, 10.06%, and 7.60% respectively [1][2]. - Conversely, stocks with significant declines included Guibao Pet and Xinling Electric, with drops of 11.11% and 10.48% respectively [1]. Capital Flow Analysis - On July 10, 22 stocks with increased financing balances experienced net inflows of main funds, with Tai Chen Guang, Changxin Bochuang, and Shangneng Electric leading with net inflows of 321 million yuan, 179 million yuan, and 95.40 million yuan respectively [2]. - In contrast, 25 stocks saw net outflows, with Xinte Electric, Fengshang Culture, and Dongyue Silicon Material experiencing the largest outflows of 164 million yuan, 123 million yuan, and 80.04 million yuan respectively [2]. Stocks with Decreased Financing Balance - A total of 431 stocks experienced a decrease in financing balance, with 15 stocks seeing declines of over 10%. The largest decrease was recorded by Kaile Co., with a financing balance of 10.96 million yuan, down 17.69% [4]. - Other notable declines included Huayang Intelligent and Yuanxiang New Materials, with decreases of 17.33% and 14.76% respectively [4].