旭光电子上半年净利润6384.03万元 稳步拓展新兴技术赛道

Core Viewpoint - Chengdu Xuguang Electronics Co., Ltd. reported a revenue of 784 million yuan and a net profit of 63.84 million yuan for the first half of 2025, marking a year-on-year growth of 13.52% and 21.94% respectively, driven by advancements in high-voltage environmental power equipment and emerging technology sectors [1][2]. Group 1: Financial Performance - The company achieved an operating income of 784 million yuan and a net profit attributable to shareholders of 63.84 million yuan in the first half of 2025, reflecting a year-on-year increase of 13.52% [1]. - The net profit excluding non-recurring gains and losses was 60.26 million yuan, representing a year-on-year growth of 21.94% [1]. Group 2: Business Development - Xuguang Electronics is focusing on upgrading high-voltage vacuum switches and expanding into new technology areas, including controllable nuclear fusion products and smart rapid detection systems [1][2]. - The company has successfully passed full-type tests for its 126kV vacuum arc extinguishing chamber in collaboration with domestic clients, securing multiple demonstration project orders [2]. - A significant investment of 355 million yuan is planned for the industrialization of high-voltage vacuum arc extinguishing chambers, with the first phase of the project already underway [2]. Group 3: Industry Trends - The global demand for electricity is increasing, which is expected to drive the vacuum arc extinguishing chamber market to reach 3.78 billion USD by 2029 [1]. - The controllable nuclear fusion technology is entering a rapid incubation phase, with public and private capital actively participating, potentially leading to annual investments in the thousands of billions if commercialized [3]. - The company is also advancing its development of high-power X-ray tubes to meet the needs of the "Transportation Power Country" strategy, establishing a transportation technology company to promote the industrialization of rapid detection systems [3].