证券时报·数据宝统计，截至8月6日，有105家公司公布2025年半年报，其中73家净利润同比增长，32家 同比下降，69家营业收入同比增长，36家同比下降，净利润和营业收入同时增长的公司有智明达等60 家，利润收入均下降的有容百科技等23家，业绩增幅翻倍的公司有17家，其中智明达增幅最大，达 2147.93%。（数据宝） （文章来源：证券时报网） 技 | 代码 | 简称 | 每股收益 | 净利润（万 | 净利润同比 | 营业收入（万 | 营业收入同比 | | --- | --- | --- | --- | --- | --- | --- | | | | （元） | 元） | （%） | 元） | （%） | | 688636 | 智明达 | 0.2284 | 3829.80 | 2147.93 | 29475.64 | 84.83 | | 688313 | 仕佳光 子 | 0.4793 | 21664.75 | 1712.00 | 99262.53 | 121.12 | | 300940 | 南极光 | 0.3274 | 7289.10 | 982.43 | 39750.85 | 244.67 | | 002 ...

8月6日，A股共10家上市公司披露2025年半年报，其中10家公司全部盈利。截至8月6日，A股已累计有 103家上市公司披露2025年半年报，其中90家盈利，13家亏损，合计营收为6833.33亿元，同比增 6.06%，合计净利润为793.38亿元，同比增28.87%。从净利润变动幅度来看，71家公司净利润同比增 加，32家净利润同比下降。从营收来看，当日披露半年报公司中，3家营收超50亿元，长虹华意、海光 信息、嘉化能源排名居前，上半年营收分别为66.28亿元、54.64亿元、50.06亿元。从营收增幅来看，当 日披露半年报公司中，2家公司营收增幅超50%，南极光、回盛生物、海光信息增幅居前，上半年增幅 分别为244.67%、88.45%、45.21%。 ...

金杯电工7月29日披露半年报，公司上半年实现营业收入93.35亿元，同比增长17.50%；归属于上市公司 股东的净利润2.96亿元，上年同期2.76亿元，同比增长7.46%；基本每股收益0.4037元。 ...

Investment Rating - The industry investment rating is "Hold" [1] Core Views - The report highlights a significant divergence in performance among companies as they release their semi-annual earnings forecasts, with some companies showing remarkable growth while others face declines [3][19] - Key drivers for growth include market expansion, product upgrades, operational efficiency improvements, and effective cost control [21][24] Summary by Sections Semi-Annual Earnings Forecasts - Jiangxin Home reported a net profit of 410-460 million yuan for H1 2025, representing a year-on-year growth of 43.70%-61.23% [21] - Aorijin expects a net profit of 850-960 million yuan for H1 2025, with a growth rate of 55%-75% [21] - Zhongshun Jierou anticipates a net profit of 140-160 million yuan, reflecting a growth of 59.85%-82.68% [24] - Saifutian forecasts a turnaround with a net profit of 2.55-3.80 million yuan, compared to a loss of 12.49 million yuan in the previous year [23] Market Performance - From July 14 to July 18, 2025, the Shanghai Composite Index rose by 0.69%, while the ShenZhen Component Index increased by 2.04% [25] - The light industry manufacturing index rose by 0.08%, ranking 21st among 31 sectors, while the textile and apparel index increased by 0.24%, ranking 19th [25] Key Data Tracking - Real estate data shows a significant decline in property transactions, with a 35.98% decrease in the transaction area of commercial housing in major cities [34] - The price of cotton in China is reported at 15,508 yuan per ton, with a week-on-week increase of 1.59% [12] - The report indicates a notable increase in furniture sales, with June 2025 sales reaching 20.77 billion yuan, a year-on-year increase of 28.7% [9]