Core Viewpoint - The company Shenglan Co., Ltd. has announced that its research and development of liquid cooling plates is currently in the small batch trial production stage, indicating a focus on liquid cooling solutions for servers [1] Company Summary - Shenglan Co., Ltd. is engaged in the development and production of liquid cooling plates, which are intended for use in liquid-cooled servers [1] - The current status of the product is small batch trial production, suggesting that the company is in the early stages of commercialization [1] Industry Summary - The liquid cooling technology is becoming increasingly relevant in the server industry, as it offers efficient thermal management solutions [1] - The move towards liquid cooling solutions reflects a broader trend in the industry towards enhancing server performance and energy efficiency [1]

东莞市达瑞电子股份有限公司 第一章 总则 第一条 为了规范东莞市达瑞电子股份有限公司（以下简称"公司"）董事、 高级管理人员离职管理，维护公司治理稳定，保障股东权益，根据《中华人民 共和国公司法》《上市公司章程指引》《深圳证券交易所创业板股票上市规则》 《深圳证券交易所上市公司自律监管指引第2号——创业板上市公司规范运作》 等法律、行政法规、部门规章、规范性文件和《东莞市达瑞电子股份有限公司 章程》（以下简称"《公司章程》"）的规定，制定本制度。 第二条 本制度适用于公司董事（含独立董事）及高级管理人员因辞任（辞 职）、任期届满、被解除职务或者其他原因离职的情形。 第二章 离职情形与生效条件 第三条 董事、高级管理人员可以在任期届满前提出辞任或者辞职。董事辞 任、高级管理人员辞职应当提交书面报告。董事辞任的，自公司收到通知之日 生效。高级管理人员辞职的，自董事会收到辞职报告时生效。 除本制度第六条规定情形外，出现下列规定情形的，在改选出的董事就任 前，原董事仍应当按照法律、行政法规、部门规章和《公司章程》规定继续履 行职责： （一）董事任期届满未及时改选，或者董事在任期内辞任导致董事会成员 低于法定最低人数； ...

信濠光电2025半年报 ...

Summary of the Conference Call for 合尔泰 Company Overview - **Company**: 合尔泰 - **Period**: First half of 2025 Key Financial and Operational Highlights - **Revenue Growth**: Achieved sales revenue of 5.446 billion yuan, a year-on-year increase of 19.21% [3] - **Net Profit**: Net profit increased by 78.65%, with a net profit of 56 million yuan compared to a loss of 24 million yuan in the same period last year [5] - **Cash Flow**: Operating cash flow turned positive, reaching over 1 billion yuan [3] - **Cost Efficiency**: Expense ratio decreased by approximately 2 percentage points, while gross margin improved by over 1 percentage point [2][3] Business Segment Performance - **Home Appliance Controllers**: Revenue grew by 22.14%, reaching 3.5 billion yuan, with an annual target of 7.7 to 8 billion yuan [2][4] - **晨昌科技**: Revenue surged by over 180%, with a net profit of 56 million yuan and gross margin rising from 54% in 2024 to 68% in 2025 [2][4][8] - **Smart Products**: Gross margin for smart products increased by approximately 3 percentage points due to technological advancements and increased delivery volumes [9] Customer Development and Market Expansion - **Key Clients**: 阿斯利康 became the largest client, with growth from major clients like 西门子 and TTI, and new mid-tier clients such as 沙皮高 and 城北 [2][6] - **International Expansion**: The company established overseas production facilities in Europe, Southeast Asia, and North America to mitigate tariff uncertainties and enhance competitive advantage [2][7] Strategic Initiatives and Future Outlook - **Project Pipeline**: The company has a robust project pipeline, with expectations for continued revenue and profit growth driven by project deliveries extending into 2026 and 2027 [8] - **Automotive Sector**: The automotive segment is projected to achieve revenue of 1 to 1.2 billion yuan, with expectations for improved delivery speeds in the second half of the year [4][20] - **ODM Projects**: Electronic ODM projects now account for nearly 40% of revenue, with ongoing deliveries and new product lines under development [10][11] Challenges and Risk Management - **Tariff Impact**: The company acknowledged that tariffs have affected revenue growth but has taken measures to adjust client sourcing and production locations to mitigate these impacts [15] - **Profitability Variance**: Profitability from overseas production varies by region, with Vietnam achieving profitability while Mexico and Romania face challenges [16] Additional Insights - **AI Business**: Significant investments in AI and smart devices have been made, with expectations for higher gross margins compared to traditional products [25] - **High-End Products**: The most expensive products, related to smart cockpit technology, have a unit price of approximately 3,000 to 4,000 yuan, with gross margins of 30% to 40% [28][29] This summary encapsulates the key points from the conference call, highlighting the financial performance, business segment growth, customer development, strategic initiatives, and challenges faced by 合尔泰 in the first half of 2025.

（编辑 任世碧） 证券日报网讯 8月14日晚间，达瑞电子发布2025年半年度报告摘要称，公司2025年半年度实现营业收入 为1，404，898，677.67元，同比增长28.04%；实现归属于上市公司股东的净利润为132，082，236.81 元，同比增长25.32%。 ...

（编辑 任世碧） 证券日报网讯 8月14日晚间，共达电声发布公告称，公司于2025年8月14日召开第六届董事会第十三次 会议、第六届监事会第十二次会议，审议通过了《关于注销2024年股票期权激励计划部分股票期权的议 案》。根据公司《2024年股票期权激励计划（草案）》，首次授予的股票期权激励对象共119人，其中5 名激励对象因个人原因离职不再具备激励对象资格，以及3名激励对象当期个人业绩指标分别为合格、 不合格，因此公司拟将上述8名激励对象合计持有的尚未行权的41.80万份股票期权进行注销处理。 ...

格隆汇8月14日丨信濠光电(301051.SZ)公布2025年半年度报告，上半年公司实现营业收入8.83亿元，同 比增长10.18%；归属于上市公司股东的净利润-2.15亿元；归属于上市公司股东的扣除非经常性损益的 净利润-2.24亿元；基本每股收益-1.06元。 ...

Core Insights - The company reported a revenue of 653 million yuan, representing a year-on-year growth of 22.13% [1] - The net profit attributable to shareholders was 43.08 million yuan, with a year-on-year increase of 31.89%, resulting in a basic earnings per share of 0.1197 yuan [1] Revenue Breakdown - Revenue from automotive and industrial applications reached 334.2 million yuan, accounting for 51.18% of total revenue, with a year-on-year growth of 28.22% [1] - Revenue from consumer electronics was 318.83 million yuan, making up 48.82% of total revenue, and showing a year-on-year increase of 16.33% [1]

达瑞电子（SZ 300976，收盘价：63.33元）8月14日晚间发布半年度业绩报告称，2025年上半年营业收 入约14.05亿元，同比增加28.04%；归属于上市公司股东的净利润约1.32亿元，同比增加25.32%；基本 每股收益1元，同比增加26.58%。 （文章来源：每日经济新闻） ...

达瑞电子公告，2025年上半年营业收入14.05亿元，同比增长28.04%。净利润1.32亿元，同比增长 25.32%。公司计划不派发现金红利，不送红股，不以公积金转增股本。 ...