高端芯片需求攀升，海光信息Q2营收同比大增41.1%，净利润同比增长23.1% | 财报见闻

Core Insights - The company, Haiguang Information, reported significant growth in its financial performance for the first half of 2025, with revenue and net profit showing substantial increases, reflecting strong growth momentum in the domestic chip industry [1][4]. Financial Performance - Haiguang Information achieved a revenue of 5.464 billion yuan, a 45.21% increase compared to the same period last year [2][8]. - The net profit attributable to shareholders reached 1.201 billion yuan, marking a 40.78% year-on-year growth [2][3]. - Basic earnings per share (EPS) increased to 0.52 yuan, up 40.54% from 0.37 yuan in the previous year [3]. R&D Investment - The company increased its R&D investment to 1.711 billion yuan, a 24.68% rise year-on-year, with R&D expenses accounting for 31.31% of total revenue [5][6]. - The number of R&D personnel reached 2,369, representing 84.52% of the total workforce, with 77.88% holding a master's degree or higher [5]. Market Expansion - The growth in revenue is attributed to the rising demand for high-end domestic chips, with the company enhancing collaborations with OEMs and ecosystem partners to expand its market presence [4][6]. Cost Structure - Sales expenses surged by 185.86% due to increased market promotion efforts and team expansion [6][8]. - R&D expenses rose by 32.41%, driven by a larger R&D team and accelerated project development [6][8].