市场渗透率和成本控制力

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科创板上市公司半年报释放积极信号
Zheng Quan Ri Bao· 2025-09-01 16:41
Core Insights - The performance of companies listed on the Sci-Tech Innovation Board (STAR Market) in the first half of the year shows positive signals, with over 60% of the 589 companies reporting profits [1] - High-growth sectors such as artificial intelligence and innovative pharmaceuticals are demonstrating strong growth momentum [1] Group 1: Company Performance - Cambricon Technologies achieved significant growth, with revenue of 2.881 billion yuan, a year-on-year increase of 4347.82%, and a net profit of 1.038 billion yuan, marking a turnaround from losses [1] - BeiGene reported revenue of 17.518 billion yuan, a 46.03% increase year-on-year, and a net profit of 450 million yuan, also turning from losses to profits [1] - Orbbec achieved revenue of 435 million yuan, a 104.14% increase year-on-year, and a net profit of 60.19 million yuan, marking its first half-year profit [2] - Henan Shijia Photon Technology reported revenue of 993 million yuan, a 121.12% increase year-on-year, and a net profit of 217 million yuan, a significant increase of 1712.00% [2] - Shaanxi Yuanjie Semiconductor Technology saw revenue growth of 70.57% year-on-year, with net profit increasing by 330.31% and non-recurring net profit up by 379.16% [2] Group 2: Market Trends - The rapid development of many STAR Market companies is attributed to breakthroughs in core technologies and large-scale applications, which are gradually demonstrating profitability [3] - The focus on "hard technology" and the institutional design of the STAR Market have contributed to the emergence of numerous technology leaders [3]