据证券之星公开数据整理，近期菲利华（300395）发布2025年中报。截至本报告期末，公司营业总收入 9.08亿元，同比下降0.77%，归母净利润2.22亿元，同比上升28.72%。按单季度数据看，第二季度营业 总收入5.02亿元，同比下降0.61%，第二季度归母净利润1.17亿元，同比上升23.0%。本报告期菲利华盈 利能力上升，毛利率同比增幅14.85%，净利率同比增幅15.6%。 本次财报公布的各项数据指标表现一般。其中，毛利率49.22%，同比增14.85%，净利率22.99%，同比 增15.6%，销售费用、管理费用、财务费用总计8191.16万元，三费占营收比9.02%，同比减9.6%，每股 净资产8.21元，同比增7.65%，每股经营性现金流0.37元，同比增3146.15%，每股收益0.43元，同比增 28.48% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 9.15 亿 | 9.08亿 | -0.77% | | 归母浄利润（元） | 1.72亿 | 2.22亿 | 28.72% | | 扣非净 ...

Legal Matters - The company is involved in a legal case regarding technology infringement, with a first-instance judgment ordering compensation of RMB 202.42 million (20,241.97 million) from the defendants [1][5]. - The case is currently under appeal at the Supreme People's Court, with the company and defendants having filed appeals [5]. Financial Performance - The company's revenue from the photovoltaic sector has decreased due to a supply-demand mismatch and intensified competition, with a year-on-year decline reported for 2024 [3]. - The aerospace sector is expected to benefit from national policies, with the company anticipating growth in this area [6]. Project Developments - The high-purity synthetic quartz sand project has entered the pilot test phase, enhancing the company's supply chain security [2][7]. - The company has achieved stable production capabilities for various synthetic quartz products, including low-expansion and chlorine-free quartz materials [7][8]. Shareholder Engagement - The company has repurchased 1,688,050 shares for a total of RMB 50.09 million (5,008.87 million) and has seen additional purchases from major stakeholders amounting to RMB 30.07 million (3,006.74 million) [9][10]. - The company aims to enhance core competitiveness and sustainable growth as part of its 2025 operational goals [10]. Market Position - The company is recognized as a leading manufacturer of synthetic quartz glass in China, with significant applications in high-end optical fields and aerospace [8]. - It has established itself as a dominant supplier in the aerospace sector, with a focus on maintaining technological leadership and improving production efficiency [6][8].