特发信息上半年净利同比扭亏，AI基建风口驱动线缆业务复苏

Core Viewpoint - The company, TeFa Information, is expected to report a net profit of 4.5 million to 6.4 million yuan for the first half of 2025, marking a significant turnaround from a loss of 2.59 million yuan in the same period last year [2][6]. Financial Performance - The net profit attributable to shareholders is projected to be between 4.5 million and 6.4 million yuan, compared to a loss of 2.5899 million yuan in the previous year [4][6]. - The net profit after excluding non-recurring gains and losses is expected to be between 3.5 million and 5 million yuan, a recovery from a loss of 51.0326 million yuan in the same period last year [4][6]. - Basic earnings per share are forecasted to be between 0.0050 yuan and 0.0071 yuan, compared to a loss of 0.0029 yuan per share in the previous year [4]. Business Operations - The company attributes its turnaround to increased revenue and gross margin in its core cable segment, leveraging opportunities in the global AI infrastructure market [6]. - Cost control measures and improvements in production processes have effectively reduced operational costs, enhancing overall profitability [6]. - TeFa Information has developed four major business segments: cable, smart services, integration, and property leasing, based on its optical communication industry foundation and proprietary property advantages [6]. Recent Developments - In 2024, the company reported an operating revenue of 4.409 billion yuan, a year-on-year decline of 10.69%, with a net loss of 403 million yuan, down 47.74% year-on-year [6]. - In the first quarter of 2025, the company achieved an operating revenue of 790 million yuan, a year-on-year decrease of 26.16%, with a net loss of 15.0564 million yuan [6]. - Following a year-long rectification process due to financial misconduct by a subsidiary, the company’s stock was suspended for one day on July 8, 2025, and resumed trading on July 9, with its stock name changed from "ST TeXin" to "TeFa Information" [6].