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业绩大涨叠加索赔新进展,一批信披违规上市企业的股民迎来利好
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-07 13:43
(原标题:业绩大涨叠加索赔新进展,一批信披违规上市企业的股民迎来利好) 投资快报记者 黄敏 广州报道 近期,ST华通、天沃科技、ST应急等多家上市公司密集披露2025年三季度业绩,营收与净利润呈现大幅增长或扭亏态势。值得关注的是,这些企 业均涉及证券虚假陈述纠纷或曾因信披违规收到行政处罚,而业绩回暖为受损投资者通过法律途径挽回损失提供了更坚实的赔付保障。目前部分 公司的索赔案件已出现一审判决、调解等利好进展,投资者维权窗口持续开放。 ST华通营收破百亿:业绩激增夯实索赔基础 10月30日,ST华通(002602)披露的三季度报告显示,公司单季营收首次突破百亿元,净利润同比激增163.78%,业绩表现亮眼。而在业绩飘红 的背后,公司因长期财务信披违规被监管处罚的后续影响仍在延续,且已有部分投资者索赔获赔成功。 回溯监管历程,2024年11月6日ST华通公告收到中国证监会《行政处罚决定书》,其2018至2022年连续五年财务造假问题被正式认定。经查,公 司在2018-2022年年报中对商誉相关情况存在虚假记载;通过虚构软件著作权转让业务或提前确认收入,导致2020-2021年年报及业绩承诺完成情 况临时报告存在虚 ...
ST华通: 2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-29 18:22
Core Viewpoint - Zhejiang Century Huatong Group Co., Ltd. reported significant growth in its financial performance for the first half of 2025, driven primarily by its internet gaming segment, which solidified its position as a leading player in the industry [2][11]. Financial Performance - The company's operating revenue reached approximately 17.21 billion yuan, marking an 85.50% increase compared to the same period last year [2][24]. - Net profit attributable to shareholders was approximately 2.86 billion yuan, reflecting a 130.06% year-on-year growth [11]. - The basic earnings per share increased to 0.37 yuan, up 131.25% from the previous year [2][11]. Business Segments Internet Gaming - The internet gaming segment generated revenue of 16.43 billion yuan, a 93.06% increase year-on-year, with mobile games accounting for 88.69% of this revenue [11][12]. - The company launched several successful titles, including "Whiteout Survival" and "Kingshot," which contributed significantly to its revenue growth [12][14]. - Century Games, a subsidiary, has established a strong presence in overseas markets, particularly in the U.S. and Europe, enhancing its global footprint [12][20]. Artificial Intelligence Cloud Data - The AI cloud data segment is positioned as a key growth area, with the company participating in major projects like the Tencent AI Advanced Computing Center and Huawei Cloud Data Center [6][15]. - The demand for intelligent computing power is expected to grow significantly, with projections indicating that China's intelligent computing capacity will reach 1,037.3 EFLOPS by 2025 [6][16]. Automotive Parts Manufacturing - The automotive parts segment reported robust growth, with the company benefiting from the increasing demand for electric vehicles, capturing projects from major automakers like BYD and NIO [7][24]. - The company is recognized as a key supplier for several leading automotive manufacturers, enhancing its market position [23][24]. Industry Trends Internet Gaming - The domestic gaming market saw a sales revenue of 168 billion yuan in the first half of 2025, a 14.08% increase year-on-year, driven by supportive government policies and a growing user base [4][5]. - The trend towards lightweight games is emerging, with the mini-game market experiencing a 40.20% growth [5]. Artificial Intelligence - The AI sector is rapidly evolving, with a significant increase in demand for computing power driven by advancements in generative AI technologies [6][16]. - The integration of AI tools in game development is enhancing efficiency, with reported improvements in production cycles by 60% to 80% [21]. Automotive Industry - The automotive industry in China is experiencing a resurgence, with production and sales exceeding 15 million units in the first half of 2025, reflecting a double-digit growth [7][8]. - The shift towards electric vehicles is supported by government policies aimed at promoting high-quality, technologically advanced domestic brands [8][24].