Core Viewpoint - The company, Tongzhou Electronics, has shown significant growth in revenue and profit, driven by its focus on high-power power supply products and the lithium-ion battery sector, benefiting from the depreciation of the RMB and various technological advancements [2][7]. Financial Performance - For the first half of 2025, the company achieved a revenue of 540 million yuan, representing a year-on-year growth of 606.52%, with a net profit attributable to shareholders of 203 million yuan, up 662.77% [7]. - In 2022, the company reported a revenue of 255 million yuan from its lithium-ion battery business, marking an 82.99% increase year-on-year [2]. Business Segments - The main business segments include high-power power supply (90.23% of revenue), trade (4.47%), and battery business (3.73%) [7]. - The company is focusing on high-power power supply products, primarily used in computing server applications [2]. Market Dynamics - The company benefits from a high overseas revenue ratio of 79.72%, which is positively impacted by the depreciation of the RMB [2]. - Recent stock movements indicate a 3.45% increase in share price, with a trading volume of 1.78 billion yuan and a turnover rate of 13.84% [1]. Shareholder Activity - The company has seen significant shareholder activity, with individuals Wu Yiping and Wu Liping acquiring a stake that represents 7.69% of the total share capital [3]. Technical Analysis - The average trading cost of the stock is 16.45 yuan, with the current price approaching a support level of 17.59 yuan, indicating potential for a rebound if this level holds [6].
同洲电子涨3.45%,成交额17.80亿元,近3日主力净流入-4.15亿