广州海格通信集团股份有限公司 2025 年半年度报告摘要 证券代码：002465 证券简称：海格通信 公告编号：2025-043 号 广州海格通信集团股份有限公司 广州海格通信集团股份有限公司 2025 年半年度 | 报告摘要 | | | | | | --- | --- | --- | --- | --- | | 一、重要提示 | | | | | | 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 | | | | | | 资者应当到证监 | | | | | | 会指定媒体仔细阅读半年度报告全文。 | | | | | | 所有董事均已出席了审议本报告的董事会会议。 | | | | | | 非标准审计意见提示 | | | | | | □适用 ?不适用 | | | | | | 董事会审议的报告期利润分配预案或公积金转增股本预案 | | | | | | □适用 ?不适用 | | | | | | 公司计划不派发现金红利，不送红股，不以公积金转增股本。 | | | | | | 董事会决议通过的本报告期优先股利润分配预案 | | | | | | □适用 ?不适用 | | | | ...

每经AI快讯，8月8日，海格通信(002465.SZ)公告称，上半年公司营业收入为22.29亿元，同比下降 13.97%；归属于上市公司股东的净利润为251.38万元，同比下降98.72%。报告期内受行业客户调整及周 期性波动影响，合同签订延缓，同时公司持续开展在芯片、卫星互联网、北斗、智能无人系统、低空经 济、6G、机器人、脑机接口、智能穿戴等新兴领域的技术研发，积极布局国际市场及拓展民用市场， 导致公司报告期内利润出现同比下降。 ...

Performance Forecast - The company expects a net profit attributable to shareholders of between 2 million and 3 million yuan, a significant decrease of 98.47% to 98.98% compared to the previous year's profit of 195.83 million yuan [1] - The company anticipates a net loss of between 30 million and 33 million yuan after deducting non-recurring gains and losses, compared to a profit of 107.60 million yuan in the same period last year, reflecting a decline of 127.88% to 130.67% [1] - Basic earnings per share are projected to be between 0.0008 yuan and 0.0012 yuan, down from 0.0789 yuan per share in the previous year [1] Communication with Auditors - The financial data related to this performance forecast has not been audited by the accounting firm, but the company has communicated with the auditors regarding the performance forecast, and there are no disagreements between the two parties [1] Reasons for Performance Change - The decline in profit is attributed to industry client adjustments and cyclical fluctuations, which have delayed contract signings. Additionally, the company is actively engaged in technology research and development in emerging fields such as chips, satellite internet, Beidou, intelligent unmanned systems, low-altitude economy, 6G, robotics, brain-computer interfaces, and smart wearables, which has impacted profitability during the reporting period [1]

Core Viewpoint - The emergence of biomimetic robots, such as the mosquito-sized robot developed by the National University of Defense Technology, signifies a shift towards new combat methods, including swarm tactics, in response to escalating global tensions [1]. Group 1: International Reactions - The biomimetic mosquito robot has garnered attention from international audiences, particularly on social media platforms like X, where discussions about its potential applications and implications are ongoing [2]. - Some users humorously speculate about the robot's capabilities if equipped with GPS or GSM technology, while others express skepticism regarding the technical feasibility of such advancements [3]. - Positive comments highlight the robot's innovative nature, with comparisons made to science fiction scenarios, indicating a blend of excitement and caution in public perception [5]. Group 2: Technological Context - The concept of robotic bees, as depicted in the British series "Black Mirror," reflects societal concerns about technology's role in ecological and ethical dilemmas, suggesting a growing interest in the implications of such innovations [6][8]. - Harvard University's RoboBees project, which has evolved since its introduction in 2012, showcases advancements in micro-robotics, including capabilities for flight and swimming, emphasizing the rapid development in this field [12][14]. - Both the National University of Defense Technology's mosquito robot and Harvard's RoboBees face challenges related to miniaturized visual systems, indicating ongoing technical hurdles in the development of effective biomimetic robots [17]. Group 3: Future Outlook - Military experts predict that intelligent unmanned systems will increasingly dominate modern warfare, with capabilities for self-organization and adaptive operations becoming more prevalent [18]. - The anticipated proliferation of biomimetic robots like the mosquito model suggests a future where such technologies are routinely deployed in combat scenarios, blurring the lines between science fiction and reality [18].

Core Insights - Artificial intelligence is reshaping the global development landscape at an unprecedented speed, with China showcasing remarkable innovative vitality [1] - The 2025 Global Artificial Intelligence Technology Conference held in Hangzhou gathered nearly 300 experts and attracted around 1,000 participants from various sectors to discuss breakthroughs and trends in AI technology [1][3] Group 1: Conference Highlights - The conference was themed "Intersection, Integration, Coexistence, and Win-Win," focusing on the current critical phase of technological breakthroughs and industrial restructuring in the global AI ecosystem [3] - Keynote speeches included insights from prominent figures such as Nobel laureate Giorgio Parisi, who emphasized the importance of open-source models for sustainable AI development [5][6] Group 2: Development Pathways - The president of Tsinghua University's School of Information Science and Technology highlighted the need for China to focus on high-end chip development, foundational architecture innovation, and secure applications to strengthen its AI ecosystem [3] - The vice president of the Chinese Association for Artificial Intelligence discussed the progressive nature of technological change and the ethical implications of AI-driven intelligent unmanned systems [5] Group 3: Industry Achievements - Several industry development achievements were showcased, including the launch of vertical large models in industry applications and a new financing path for AI innovation companies through intellectual property securitization [6] - The conference also featured strategic cooperation agreements and awards for outstanding enterprises in AI technology transfer, contributing to the growth of the AI industry [6][8]

Core Insights - The establishment of angel mother funds has accelerated across various regions in China to support long-term capital investment in technology innovation [1][2] - Guangzhou's angel mother fund aims for a target scale of 10 billion yuan, with an initial scale of 1 billion yuan, utilizing a "mother-fund + direct investment" model [1][2] Fund Establishment and Scale - Angel mother funds in cities like Shenzhen, Shanghai, Guangzhou, Suzhou, and others have been established, with most having a management scale exceeding 10 billion yuan [1] - Guangzhou's angel mother fund has completed the establishment of 7 subsidiary funds with a total subscription scale of 1 billion yuan and has already paid in 387 million yuan [2] Investment Strategy and Projects - The fund has invested in over 50 projects with a total investment amount of approximately 550 million yuan, including 14 completed projects totaling 70 million yuan [3] - The direct investment projects are primarily incubated by universities and research institutions, with 9 projects from research institutes and 5 from universities and hospitals [3] Collaboration and Ecosystem Development - The fund has partnered with 30 institutions for subsidiary fund establishment, aiming to leverage social capital contributions of nearly 6 billion yuan, achieving a leverage ratio of over 3 times [2] - A total of 371 potential partner institutions have been identified, including 186 leading investment firms and 123 listed companies [3] Future Investment Directions - The fund will focus on guiding long-term capital towards six future industry tracks, including intelligent unmanned systems and cellular and genetic technologies, to enhance Guangzhou's position as a hub for new productive forces [4]