铭普光磁:上半年业务回暖 并购协同打开成长空间

Core Viewpoint - Mingpu Optoelectronics (002902) reported a slight revenue increase of 0.84% year-on-year, reaching 806 million yuan, while narrowing its net loss to 78 million yuan, benefiting from the high demand in the new energy and AI sectors [1] Group 1: Financial Performance - The company achieved a revenue of 806 million yuan, reflecting a year-on-year growth of 0.84% [1] - The net profit attributable to the parent company was -78 million yuan, indicating a reduced loss compared to the same period last year [1] Group 2: Market Trends and Opportunities - The core business segment of magnetic components saw a sales increase of 11.9%, enhancing the company's market influence [1] - The AI market's continuous growth is expected to significantly boost the company's performance in the second half of the year, driven by increased demand for data processing and transmission [1][2] Group 3: Strategic Developments - The company is focusing on high-quality development and dynamically adjusting its business structure to respond to industry changes [1] - Mingpu Optoelectronics has launched several high-performance products, including the 800GDR8 optical module, to meet the growing demands of the AI hardware market [2] - The acquisition of 60% stake in ABB Electric Transportation strengthens the company's position in the charging pile market, leveraging synergies in supply chain and sales channels [3]