信维通信第二季度业绩亮眼深耕研发筑牢AI布局撬动新增量

Core Insights - The company reported a revenue of 3.703 billion yuan and a net profit attributable to shareholders of 162 million yuan for the first half of 2025 [1] - The company maintains a strong commitment to R&D, investing approximately 323 million yuan in the first half of 2025, which accounts for over 8% of its revenue [1] R&D Investment and Innovation - The company has consistently invested over 8% of its revenue in R&D over the past three years, with a continued focus on innovation in 2025 [1] - In the first half of 2025, the company applied for a total of 4,782 patents, reflecting its ongoing efforts to enhance its patent portfolio [1] - The company is advancing its R&D capabilities in core materials such as magnetic, polymer, ceramic, functional composite, and thermal materials, which will enhance product performance [1] AI and New Business Opportunities - The company is diversifying its efforts in the AI sector to capture new business growth points amid rapid technological advancements [1] - Its products are designed to meet the communication, connectivity, and power supply needs of AI-enabled devices, including smart headphones and other consumer electronics [1] - The company is developing a series of high-end MLCC products tailored for AI servers, responding to the growing demand in this emerging field [1] - The company has a robust technical reserve and patent layout in UWB technology, providing comprehensive solutions for AI terminals such as smart car keys and medical devices [1] - The company plans to increase R&D investments in foundational materials, technologies, and precision components in the second half of the year, focusing on trends in data centers, AI, and robotics [1]