证券代码：300990 证券简称：同飞股份 2025 年上半年，公司实现营业收入 126,351.39 万元，同比增长 58.04%，公司实现归属于上市公司股东的净利润 12,489.49 万元，同 比增长 466.71%，公司实现归属于上市公司股东的扣除非经常性损益 的净利润 12,189.22 万元，同比增长 507.59%。2025 年上半年，公司 毛利率为 23.65%，同比增长 2.77 个百分点，主要系电力电子装置温 控产品行业毛利率增长所致。 公司销售费用、管理费用、研发费用合计同比增长 1,857.52 万元， 主要原因为：公司继续加大新产品、新工艺开发和产品迭代，不断技 术创新，研发费用同比增加；为落实公司战略布局，公司不断引入人 才、加大市场拓展力度，市场拓展费用、销售及管理人员职工薪酬等 费用同比增加；随着上年度新购置的设施设备陆续投入使用，管理费 用中折旧摊销费用同比增加。 二、主要问答环节 问题 1、公司产品具体应用哪些领域？ 答：公司的产品主要应用于数控装备（包括数控机床、激光设备 等）、电力电子（包括输变电、电气传动等）、储能、半导体、数据中 心、氢能、新能源汽车（充换电）、医疗 ...

同飞股份（300990）8月26日晚发布上半年业绩报告。公司实现营业收入12.64亿元，同比增长58.04%， 实现归属于上市公司股东的净利润1.25亿元，同比增长466.71%。公司表示，国家产业政策的支持以及 下游行业需求的增长，促使公司业绩有较好的表现。 在传统的数控装备温控产品领域，公司上半年营收同样保持了24.54%的高增长，达到3.89亿元。毛利率 维持在28.75%，比上年同期微增0.28%。公司在该领域具备一定业务规模和产品覆盖面，是海天精工 （601882）、纽威数控、埃马克集团（EMAG）、格里森（Gleason）、尼得科（Nidec）、锐科激光 （300747）、海目星、铂力特、华曙高科、秦川机床（000837）、埃斯顿（002747）、机器人等国内外 知名企业的良好合作伙伴。 持续的研发投入为公司发展提供内生动力 公司上半年研发投入达5324.03万元，同比增长15.99%。截至2025年6月30日，公司拥有专利239件（其 中发明专利36件、实用新型专利180件、外观设计专利23件）、软件著作权46件。公司是"河北省科技领 军企业"。通过不断的研发投入，公司形成了集个性化解决方案、关 ...

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Core Viewpoint - The company is focused on providing system solutions in the industrial temperature control sector, aligning with national strategies for intelligent manufacturing and energy conservation, indicating a positive growth outlook for the industry [2][3]. Industry Overview - The company's products are utilized in various fields including CNC equipment, power electronics, energy storage, semiconductors, data centers, hydrogen energy, new energy vehicles, and medical devices, ensuring the safety and reliability of equipment operation [3][5]. - The industrial temperature control industry is experiencing a long-term prosperous development phase, driven by technological advancements and increasing demand for product upgrades and energy efficiency [3][5]. Financial Performance - In 2024, the company achieved a revenue of 2.16 billion yuan, representing a year-on-year growth of 17.07%. However, the net profit attributable to shareholders decreased by 15.87% to 153.43 million yuan, primarily due to intensified competition in the power electronics temperature control product market [7][9]. - The company's comprehensive gross margin declined by 4.27 percentage points compared to the previous year, reflecting the competitive pressures in the market [9]. Dividend Policy - For the fiscal year 2024, the total cash dividend amounted to 84.7 million yuan, accounting for 55.20% of the net profit attributable to shareholders. The company plans to maintain a strong cash dividend policy to enhance investor confidence [4]. Market Position and Strategy - The company is committed to technological research and innovation in industrial temperature control, with a strong technical team and sufficient reserves, which enhances its competitive advantage [5]. - The company is actively expanding its presence in the data center market, focusing on liquid cooling solutions that offer significant energy efficiency benefits [6]. Recent Developments - As of the first quarter of 2025, the company reported a revenue of 574 million yuan, a year-on-year increase of 109.02%, and a net profit of 61.91 million yuan, up 1104.89% [10].

Group 1: Company Overview - The company is focused on providing system solutions in the industrial temperature control sector, aligning with national strategies for energy conservation and emission reduction, indicating a positive development outlook [3] - The main applications of the company's products include CNC equipment, power electronics, energy storage, semiconductors, data centers, hydrogen energy, new energy vehicles, and medical devices, which ensures safety and reliability in operations [4] Group 2: Financial Performance - In 2024, the company achieved a revenue of CNY 216,007.44 million, representing a year-on-year growth of 17.07% [8] - The net profit attributable to shareholders was CNY 15,342.77 million, a decrease of 15.87% compared to the previous year [8] - The total cash dividend for 2024 was CNY 84,699,440.00, accounting for 55.20% of the net profit attributable to shareholders [5] Group 3: Market Position and Strategy - The company is experiencing a long-term growth cycle in the industrial temperature control industry, driven by technological advancements and increasing demand for product updates and energy efficiency [4][6] - The company plans to enhance its market share in the data center sector by investing in liquid cooling technologies, which are becoming a preferred solution for temperature control [7] Group 4: Challenges and Future Outlook - The overall gross profit margin decreased by 4.27 percentage points due to intensified competition in the power electronics temperature control product market [8] - The company is committed to increasing R&D investment and optimizing product structure to stabilize and improve profit margins [9]