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不“内卷”向“外翻” 华工科技以科技创新拼价值
华工科技 光模块制造车间 华工科技光电子信息产业研创园暨出口基地(一期) ◎记者 荆淮侨 8月15日,华工科技交出半年报:上半年,公司实现营业收入76.29亿元,同比增长44.66%,实现归母净 利润9.11亿元,同比增长44.87%。其中,随着国内互联网及设备厂商算力需求激增,应用于算力中心建 设的400G/800G等高速光模块需求快速释放,公司联接业务营业收入37.44亿元,同比增长124%。 "今年是华工科技上市的第25年,从2009年至今,公司已连续十五年保持利润增长。"华工科技董事长马 新强表示,在当前的市场竞争格局下,"内卷"一定没有出路,低价也不应成为中国制造的标签。当越来 越多的中国企业在全球市场乘风破浪时,行业领军企业更应带头在创新上持续压强投入,引领行业从 打"价格战"转向拼"价值战",向"外翻"打开新的成长空间。 自1999年成立以来,华工科技销售收入年均增长率为20.7%,净利润年均增长率为15.8%。2021年完成 校企分离改革当年,公司销售收入即从61亿元突破百亿元大关,近五年净利润复合增长率达18%,研发 投入复合增长25%,海外销售收入复合增长32%。 从"做不了"到"卖全球" ...
光库科技(300620.SZ):2025年中报净利润为5186.97万元、同比较去年同期上涨70.96%
Xin Lang Cai Jing· 2025-08-18 01:16
Core Insights - The company reported a total revenue of 597 million yuan for the first half of 2025, marking an increase of 175 million yuan compared to the same period last year, achieving a 41.58% year-on-year growth [1] - The net profit attributable to shareholders reached 51.87 million yuan, an increase of 21.53 million yuan from the previous year, reflecting a 70.96% year-on-year rise [1] - The net cash inflow from operating activities was 10.48 million yuan [1] Financial Metrics - The latest debt-to-asset ratio stands at 38.64% [3] - The gross profit margin is 30.92%, up by 4.02 percentage points from the previous quarter [3] - The return on equity (ROE) is 2.59%, an increase of 0.97 percentage points compared to the same period last year [3] - The diluted earnings per share (EPS) is 0.21 yuan, which is an increase of 0.09 yuan, representing a 69.82% year-on-year growth [3] - The total asset turnover ratio is 0.19 times, up by 0.01 times from last year, achieving a 3.48% year-on-year increase [3] - The inventory turnover ratio is 1.43 times, an increase of 0.34 times from the previous year, reflecting a 31.32% year-on-year growth [3] Shareholder Structure - The number of shareholders is 38,000, with the top ten shareholders holding a total of 139 million shares, accounting for 55.85% of the total share capital [3] - The largest shareholder is Zhuhai Huafa Technology Industry Group Co., Ltd., holding 23.4% of the shares [3] - Other significant shareholders include Infinimax Assets Limited (15.3%) and Pro-Tech Group Holdings Limited (7.91%) [3]
光库科技: 监事会决议公告
Zheng Quan Zhi Xing· 2025-08-17 08:15
Meeting Overview - The 12th meeting of the 4th Supervisory Board of Zhuhai Guangkai Technology Co., Ltd. was held on August 15, 2025, with all three supervisors present, confirming the legality and validity of the meeting [1][2]. Meeting Resolutions - The Supervisory Board unanimously approved the company's 2025 semi-annual report, affirming that the report accurately reflects the company's operational status for the first half of 2025 without any false statements or omissions [1][2]. - The board confirmed that the use of raised funds complies with relevant laws and regulations, with no violations or changes that could harm shareholder interests [2]. - The board agreed to increase the temporary idle fund management limit from RMB 200 million to RMB 250 million, allowing for investment in safe, liquid, and principal-protected bank structured deposits with a maximum investment term of 12 months [2][3].
光库科技: 关于增加使用部分暂时闲置募集资金进行现金管理额度的公告
Zheng Quan Zhi Xing· 2025-08-17 08:15
珠海光库科技股份有限公司 证券代码:300620 证券简称:光库科技 公告编号:2025-059 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记 载、误导性陈述或重大遗漏。 珠海光库科技股份有限公司(以下简称"公司"或"光库科技")于 2025 年 8 月 15 日召开第四届董事会第十七次会议及第四届监事会第十二次会议,审议通过 了《关于增加使用部分暂时闲置募集资金进行现金管理额度的议案》。公司在确保不 影响募集资金投资项目建设和正常生产经营的情况下,同意将暂时闲置募集资金进 行现金管理的额度由不超过人民币 20,000 万元增加至不超过人民币 25,000 万元, 用于购买安全性高、流动性好、有保本约定、单项产品投资期限最长不超过 12 个月 的银行结构性存款等产品。使用期限自本次董事会审议通过之日起十二个月之内有 效。现将具体情况公告如下: 一、募集资金的基本情况 象发行股票注册的批复》(证监许可〔2020〕2444 号)同意,公司本次向特定对象 珠海华发科技产业集团有限公司和长沙晟农私募股权基金合伙企业(有限合伙)的 发行价格 42.04 元/股,发行股数 16,888,677 股 ...
光库科技:上半年净利净利5187万元,同比增70.96%
Ge Long Hui A P P· 2025-08-17 07:54
格隆汇8月17日丨光库科技(300620.SZ)公告称,光库科技发布2025年半年度报告摘要,报告期内,公司 营业收入为5.97亿元,同比增长41.58%;归属于上市公司股东的净利润为5187万元,同比增长70.96%。 公司计划不派发现金红利,不送红股,不以公积金转增股本。 ...
奕瑞科技: 奕瑞科技2025年半年度募集资金存放与实际使用情况的专项报告
Zheng Quan Zhi Xing· 2025-08-15 13:20
证券代码:688301 证券简称:奕瑞科技 公告编号:2025-055 转债代码:118025 转债简称:奕瑞转债 奕瑞电子科技集团股份有限公司 报告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 根据《上市公司募集资金监管规则》《上海证券交易所科创板上市公司自律 监管指引第 1 号——规范运作》和《上海证券交易所科创板股票上市规则》等有 关规定,现将奕瑞电子科技集团股份有限公司(以下简称"公司")2025 年半 年度募集资金存放与实际使用情况报告如下: 一、募集资金基本情况 (一)实际募集资金金额、资金到账情况 | 时间及事项 | 金额(万元) | | --- | --- | | (1)累计利息收入扣除手续费净额 | 7,594.52 | | 其中:以前年度利息收入扣除手续费净额 | 7,449.08 | | 本年度利息收入扣除手续费净额 | 145.44 | | (2)累计收到理财收益 | 3,771.08 | | 其中:以前年度收到理财收益 | 3,771.08 | | 本年度收到理财收益 | | | (3)收到发 ...
奕瑞科技: 奕瑞科技关于调整向特定对象发行A股股票发行数量上限的公告
Zheng Quan Zhi Xing· 2025-08-15 13:20
Core Viewpoint - The company has adjusted the upper limit of A-share stock issuance to specific targets due to changes in total share capital resulting from various corporate actions, increasing the limit from 21,418,292 shares to 30,032,755 shares [1][4]. Group 1: A-Share Issuance Adjustment - The company’s board approved the adjustment of the upper limit for A-share issuance to not exceed 30,032,755 shares, which is 15% of the total share capital prior to the issuance [1][4]. - The adjustment is a result of the company's annual profit distribution, convertible bond conversions, and stock incentive plans, which have altered the total share capital [2][3]. Group 2: Share Capital Changes - The total share capital increased from 143,062,824 shares to 200,218,370 shares after the profit distribution, which included a cash dividend of 1.00 yuan per share and a capital increase of 0.40 shares per share [3][4]. - The company completed the registration of shares related to the stock incentive plan, contributing to the increase in total share capital [2].
半导体行业上市公司董秘PK:华虹公司董秘王鼎年龄最高,为61岁,2024年3月开始任职
Sou Hu Cai Jing· 2025-08-08 05:27
Core Insights - The total compensation for A-share company secretaries reached 4.086 billion yuan in 2024, with an average salary of 754,300 yuan [1] - In the semiconductor industry, the average salary for company secretaries was 977,400 yuan, ranking 11th among 125 secondary industries [1] - The average salary in the semiconductor sector increased by 89,800 yuan compared to the previous year, ranking 18th in salary growth among primary industries [1] Salary Distribution - Among the 187 company secretaries in the semiconductor industry, 77 had salaries between 500,000 and 1 million yuan, accounting for over 40% [1] - 69 company secretaries earned over 1 million yuan, representing 37% of the total [1] - The highest-paid company secretary was Liu Xiaoyu from Zhongwei Company, with a salary of 5.8318 million yuan [1] Age Distribution - The age of the 187 company secretaries ranged from 28 to 61 years, with the majority (149 individuals) aged between 35 and 54, making up nearly 80% [3] - The highest average salary was found in the 50-54 age group, at 1.1363 million yuan [3] Educational Background - Among the company secretaries, 102 held a master's degree, while 71 had a bachelor's degree, with a total of 173 individuals (over 90%) holding at least a bachelor's degree [6] - The only company secretary with a vocational education background, Chang Wenying from Huatiankeji, earned 1.9593 million yuan, significantly higher than the average salaries for bachelor's and master's degree holders [6] Salary and Stock Performance Relationship - An analysis of company secretaries' salaries in the optoelectronics industry showed a positive correlation between salary levels and stock performance, with stock price increases corresponding to higher salary brackets [8] - The stock price annual growth rates for the salary brackets of 0-200 million yuan were 1.92%, 7.68%, 14.39%, and 22.76%, indicating that higher salaries are associated with better stock performance [8]
汇源通信成立合肥源丰光电有限公司
Zheng Quan Zhi Xing· 2025-08-03 11:17
Group 1 - Hefei Yuanfeng Optoelectronics Co., Ltd. has been established with a registered capital of 50 million yuan [1] - The legal representative of the company is Wu Xuesong [1] - The company's business scope includes manufacturing and sales of optoelectronic devices, integrated circuit chips, smart vehicle equipment, and various electronic components [1] Group 2 - The company is wholly owned by Huiyuan Communication [1] - The business activities also encompass mechanical parts processing, mold manufacturing, and technology services [1] - The company is allowed to operate projects that are not prohibited or restricted by laws and regulations [1]
15个新一线城市排名更新:武汉领先苏州,南京仅第7,佛山入围
Sou Hu Cai Jing· 2025-07-28 05:02
Core Insights - The new ranking of emerging first-tier cities in China reveals a shift in urban development dynamics, highlighting intense competition and transformation among cities [1][2] - Wuhan's rise to fourth place, surpassing Suzhou, is a significant highlight, driven by strong advancements in technology innovation and industrial upgrades [1][2] Group 1: Economic Performance - Wuhan's GDP exceeded 2.1 trillion yuan in 2024, with high-tech industry output growth surpassing 15% for three consecutive years [1] - Suzhou maintains a GDP of 2.67 trillion yuan but faces a 7.8% decline in import and export volume due to a sluggish global consumer electronics market [2] - Nanjing, the only city in the top ten not to exceed 2 trillion yuan in GDP, is focusing on future industries like third-generation semiconductors and gene technology [2] Group 2: Industrial Development - Wuhan has seen the emergence of ten hundred-billion-level enterprises in sectors like optoelectronics and biomedicine, with significant contributions from companies like Yangtze Memory Technologies [1] - The manufacturing city of Foshan has successfully transformed its traditional industries, achieving an industrial output value exceeding 3 trillion yuan, with a 22% growth in smart equipment industry clusters [2] - Nanjing's strategic focus on cultivating new industries is evident, but its current strategic emerging industry proportion of 28.9% lags behind Wuhan's 35.6% [2] Group 3: Urban Transformation - The rankings reflect the differentiated development of new first-tier cities, with Chengdu's consumer vitality, Hangzhou's digital economy, and Foshan's manufacturing transformation being notable examples [2][5] - The ongoing urban evolution and industrial revolution in China are characterized by unprecedented vitality, indicating a robust process of new-type urbanization [5]