据证券之星公开数据整理，近期华测检测（300012）发布2025年中报。截至本报告期末，公司营业总收 入29.6亿元，同比上升6.05%，归母净利润4.67亿元，同比上升7.03%。按单季度数据看，第二季度营业 总收入16.73亿元，同比上升4.62%，第二季度归母净利润3.31亿元，同比上升8.89%。本报告期华测检 测盈利能力上升，毛利率同比增幅0.14%，净利率同比增幅0.03%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率49.59%，同比增0.14%，净利率15.69%，同比增 0.03%，销售费用、管理费用、财务费用总计6.92亿元，三费占营收比23.38%，同比增1.15%，每股净资 产4.29元，同比增12.12%，每股经营性现金流0.1元，同比增686.93%，每股收益0.28元，同比增7.18% 财务报表中对有大幅变动的财务项目的原因说明如下： 在建工程变动幅度为107.9%,原因:本期新增基地建设投入。 短期借款变动幅度为-100.0%,原因:本期偿还短期借款。 长期借款变动幅度为-32.37%,原因:本期偿还长期借款。 应收票据变动幅度为127.51%,原因:本期客户通过票据付款 ...

Financial Performance - In the first half of 2025, the company achieved a revenue of CNY 2.96 billion, representing a year-on-year growth of 6.05% [2] - The net profit attributable to shareholders was CNY 467 million, up 7.03% year-on-year [2] - The net profit after deducting non-recurring gains and losses was CNY 439 million, reflecting a growth of 9.08% [2] - The net cash flow from operating activities reached CNY 175 million, a significant increase of 686.93% year-on-year [2] Segment Performance - Life Sciences segment revenue was CNY 1.273 billion, growing by 1.11% [3] - Consumer Products Testing segment revenue was CNY 522 million, with a growth of 13.15% [3] - Trade Assurance segment revenue reached CNY 426 million, up 13.48% [3] - Industrial Testing segment revenue was CNY 601 million, reflecting a growth of 7.47% [3] - Pharmaceutical and Medical Services segment revenue was CNY 137 million, with a growth of 1.30% [3] Strategic Initiatives - The company is implementing the "123 Strategy" to enhance service quality and drive innovation [2] - Focus on AI, digitalization, and automation to improve operational efficiency [2] - Continuous investment in talent development to enhance organizational capabilities [2] International Expansion - The company has accelerated its overseas acquisitions, signing contracts in South Africa, Vietnam, and Europe [9] - Plans to increase the proportion of overseas business revenue, which is currently on a growth trajectory [11] - Strategic acquisitions include Openview in Vietnam and Emicert in Europe to enhance compliance certification capabilities [10] Investor Relations - The company maintains a stable and increasing cash dividend policy, with a mid-term dividend of CNY 0.5 per 10 shares announced for the first time this year [8] - Aiming to enhance the stability and predictability of dividends to better reward investors [8] Challenges and Responses - The company is addressing price pressures in the domestic market by optimizing service offerings and reducing reliance on highly competitive sectors [22] - Emphasizing innovation and entering less competitive fields to mitigate pricing pressures [22] Future Outlook - The company expects continued growth across all segments, driven by strategic initiatives and market demand [23] - Focus on enhancing operational efficiency and expanding into high-growth regions like Southeast Asia and Africa [10]

Investment Rating - The report maintains a "Strong Buy" rating for the company, expecting it to outperform the benchmark index by over 20% in the next six months [7][17]. Core Views - The company plans to raise up to 1.3 billion yuan through a private placement to invest in various projects, including satellite internet quality assurance platforms and AI chip testing platforms [1]. - The necessity of testing in the satellite internet industry is highlighted, emphasizing the importance of quality assurance and performance verification for satellite equipment [7]. - The company has a strong foundation in the aerospace sector, which will be leveraged to enhance its capabilities in satellite internet testing and certification [7]. - The management's focus on high-end manufacturing and the implementation of a profit-centered strategy are expected to drive profit growth exceeding revenue growth [7]. - Financial projections indicate a revenue increase from 3.207 billion yuan in 2024 to 4.430 billion yuan in 2027, with net profit expected to rise from 352 million yuan to 564 million yuan during the same period [8]. Summary by Sections Investment Plans - The company intends to invest 344 million yuan in establishing testing facilities for satellite internet in regions with strong industry foundations [1][7]. Market Position - The company aims to provide comprehensive lifecycle services for the satellite industry, covering everything from materials to systems [7]. Financial Performance - The company is projected to achieve revenues of 3.624 billion yuan in 2025, with a year-on-year growth rate of 13% [8]. - The expected net profit for 2025 is 408 million yuan, reflecting a growth rate of 15.9% compared to the previous year [8]. Management and Strategy - The company's CEO has a strong technical background, which is expected to enhance the focus on technological innovation in testing services [7].

证券代码：003008 证券简称：开普检测 公告编号：2025-038 许昌开普检测研究院股份有限公司 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。 许昌开普检测研究院股份有限公司（以下简称"公司"）于 2025 年 8 月 8 日召开了第三届董事会第十四次会议和第三届监事会第十二次会议，会议审议通 过了《关于调整组织架构并修订 <公司章程> 及其附件的议案》，同意对《许昌 开普检测研究院股份有限公司章程》（以下简称《公司章程》）《股东大会议事 规则》（拟更名为《股东会议事规则》）《董事会议事规则》等制度中的相应条 款进行修订，现将具体情况公告如下： 一、本次调整组织架构并修订《公司章程》及其附件的情况 公司于 2025 年 8 月 8 日召开了第三届董事会第十四次会议和第三届监事会 第十二次会议，会议审议通过了《关于调整组织架构并修订 <公司章程> 及其附 件的议案》，根据《关于新 <公司法> 配套制度规则实施相关过渡期安排》及相 关法律、法规的规定，结合公司实际情况，公司拟相应调整组织架构。 此外，结合《公司法》《上市公司章程指引》《深圳证券交易所股票上 ...

南都讯 记者李洁琼 8月8日，金湾区人民政府与德国莱茵T V集团签署战略合作协议。根据协议，莱茵T V将在珠海国际动力港设立办事处，联合广东省珠海市质量计量监督检测所共建出口认证服务平台，为 区内企业提供一站式国际认证服务。 未来金湾区将以此次合作为契机，立足珠海国际动力港这一空间载体，在资源整合、优化服务、提升管 理等方面全面提升，不断深化出口认证领域协作，推动出口认证体系向专业化、规范化发展，同时培养 本地技术和检测人才，为行业健康稳健增长注入持续动力。 按照计划，德国莱茵T V在珠海国际动力港设立办事处打造的出口认证服务平台，可为区内企业提供核 心的出口咨询服务和认证服务，积极引导珠海市及周边地区的企业利用本地服务平台和检测资源完成出 口认证。接下来，来自德国莱茵T V的相关技术人员、市场人员将入驻珠海国际动力港，就近为金湾本 地企业及产业集群提供服务。 "通过在这一平台落地具体业务，把国外的需求和国内的能力充分结合，推动金湾外向型企业相关业务 顺利'出海'。"德国莱茵T V大中华区总裁夏波表示，合作将充分利用珠海国际动力港已建成投用的设 施，通过激活本地资源开展合作业务，进一步释放动力港自有检测能力。 ...

每经AI快讯，有投资者在投资者互动平台提问：面对光伏级石英砂市场价格波动和国产高纯石英砂的 应用趋势，公司在光伏检测业务方面有何应对策略和业务调整计划？ 广电计量（002967.SZ）8月7日在投资者互动平台表示，公司构建了全栈式试验验证与测试评价平台， 可助力光伏等新能源产业发展。公司具备光伏逆变器检测平台建设、动力电池检测实验室系统集成的服 务能力，承接检测实验室交钥匙工程能力，搭建的检测平台可以满足电化学储能电站从电池组、储能变 流器到电池管理系统等方面的出厂试验和型式试验等。公司将持续关注该领域的发展动态，系统推进光 伏检测业务发展。 （文章来源：每日经济新闻） ...

Financial Data and Key Metrics Changes - The company reported record quarterly consolidated revenues of $776 million, up 6.3% compared to the same quarter last year, and up 5.5% on an organic basis [7][17] - Adjusted EBITDA grew 13.9% year over year to $197 million, with an adjusted EBITDA margin of 25.4%, an increase of 170 basis points from the previous year [7][18] - Adjusted net income for the second quarter was $110 million, up 17% from last year, with adjusted diluted earnings per share increasing to $0.52 from $0.44 [18][19] Performance by Business Segment - **Industrial Segment**: Revenues rose 7.6% to $338 million, with adjusted EBITDA increasing 20.6% to $117 million and an adjusted EBITDA margin of 34.6% [19][20] - **Consumer Segment**: Revenues were $340 million, up 5.6% overall and 4.7% organically, with adjusted EBITDA of $65 million, a 6.6% increase [21][22] - **Software and Advisory Segment**: Revenues increased 4.3% to $98 million, with adjusted EBITDA unchanged at $15 million and a margin of 15.3%, down 70 basis points [22][23] Market Data and Key Metrics Changes - The company noted a favorable impact from foreign exchange movements, particularly with the euro and Japanese yen, contributing to revenue growth [17] - The demand for data center services is expected to grow significantly, with power consumption by data centers projected to increase from 4.4% of total U.S. electricity demand in 2023 to 12% by 2028 [10][11] Company Strategy and Industry Competition - The company is focusing on higher growth megatrends, including global energy transition, electrification, and digitalization, which are expected to drive demand for its services [5][6] - Strategic investments include the launch of new testing facilities in Europe and expansions in HVAC testing capabilities to meet growing demand [9][10] - The company aims to capitalize on emerging opportunities while managing potential risks effectively, affirming its full-year 2025 outlook [26][27] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate a dynamic geopolitical and macroeconomic environment, affirming a mid-single-digit organic revenue growth outlook for 2025 [27][28] - The company highlighted the essential nature of its services, noting a shift in customer behavior due to tariffs and geopolitical uncertainties, but a return to normalcy in June [13][66] Other Important Information - The company generated $208 million in free cash flow in the first half of 2025, a 58.8% increase from the previous year [24] - Capital expenditures for the first half were $93 million, with expectations to maintain capital expenditures at approximately 7% to 8% of revenue for 2025 [24][28] Q&A Session Summary Question: Changes in client behavior related to tariffs - Management noted a shift in client behavior due to uncertainties in 2025, with some pull forward in orders observed [34][35] Question: Update on lab capacity and future investments - Management confirmed ongoing investments in lab capacity and improvements, with a focus on meeting customer demand [36][37] Question: Clarification on full-year guidance and tougher comparisons - Management acknowledged tougher comparisons in the second half but expressed confidence in the business's progress [40][43] Question: Quantifying pull forward activity in segments - Management indicated pull forward activity in both industrial and consumer segments, with specific growth rates provided [46][48] Question: Margin expansion opportunities - Management sees margin expansion opportunities across all segments, with strong progress noted in the industrial segment [50][51] Question: Data center growth and related investments - Management discussed the importance of data centers and the potential for incremental lab capacity investments to capitalize on this trend [54][60] Question: Competitive pressures from recent acquisitions in the industry - Management remains disciplined in M&A activities, focusing on deals that align with their strategic goals [86][88] Question: Trends in the Software and Advisory segment - Management highlighted challenges in the advisory segment due to changing wind policies and pressures in commercial real estate [90][91]

Core Viewpoint - The company,华测检测, is expected to benefit from the increasing demand for "Three Consistencies" certification driven by government policies aimed at promoting the integration of domestic and foreign trade [1]. Group 1: Company Performance - As of July 29, 2025,华测检测's stock closed at 12.59 yuan, up by 0.96%, with a turnover rate of 2.09%, a trading volume of 299,200 shares, and a transaction value of 373 million yuan [1]. - On the same day, the net outflow of main funds was 3.94 million yuan, while retail investors saw a net inflow of 3.08 million yuan [2]. Group 2: Industry Insights - The "Three Consistencies" policy, which refers to products produced on the same production line, under the same quality standards, and achieving the same quality level, aims to enhance the integration of domestic and foreign trade [1]. - This policy, initiated in November 2021 and reiterated in December 2023, is expected to lead to a growing demand for related certifications, which the company is well-positioned to meet due to its extensive laboratory network and professional team [1].

Core Viewpoint - The company emphasizes that development is the best return for investors, and it has adopted a clear strategy to achieve high-quality growth, overcoming internal challenges and aiming to become a world-class enterprise [4][5]. Group 1: Strategic Framework - The company's strategy is summarized as "3+1+3," which includes three pillar businesses: testing, certification, and automotive design; one smart emergency equipment testing business; and three emerging sectors: new energy vehicles, intelligent networking, and "dual carbon" initiatives [4][5]. - The company has established a public service platform for new energy vehicles in Dezhou, marking the beginning of its new energy business journey [5]. Group 2: Internal Reforms - The company faced issues such as rigid systems and low employee motivation, which were addressed through reforms that empowered younger employees and encouraged collaboration between experienced and new staff [6][7]. - A unique "task leader" mechanism was introduced, where leaders take on challenges and the team collaborates to execute tasks, fostering a positive work culture and improving overall employee engagement [7]. Group 3: Internationalization Goals - The company aims to transition from a fragmented industry to a more professional, concentrated, and internationalized market, with a two-step goal: to rank among the top three in the industry and to reach world-class status [8]. - The company is actively developing a smart emergency equipment testing industrial park in Beijing to attract high-end talent and enhance its core testing technologies [8]. Group 4: Business Expansion - A strategic cooperation framework agreement was signed with Shenzhen Airport Co., Ltd. and Shenzhen Low-altitude Industry Development Service Co., Ltd. to develop innovative technology services in the low-altitude economy, expanding the company's business scope [9]. - The company is focusing on building testing bases in key regions such as Beijing, Dezhou, Tianjin, and Changzhou, while also exploring business development in the Greater Bay Area and Chengdu-Chongqing Economic Circle [9]. Group 5: Value Growth and Commitment - The company is currently in a strategic accumulation phase, prioritizing compliance with listing regulations and enhancing its fundamentals through structural optimization and new business cultivation [9]. - The commitment to investors remains strong, with efforts directed towards achieving growth and maintaining trust [9].

Core Viewpoint - The company has officially changed its name from JianKe Co., Ltd. to LianJian Technology, reflecting a renewed commitment to its vision of focusing on inspection and testing services [1] Group 1: Business Transformation - The company is accelerating its strategic transformation to focus on inspection services and optimize its business structure in response to the slowing growth of the real estate and infrastructure sectors [2] - LianJian Technology has completed acquisitions of several companies, including Shiyi Quality Inspection and Guanjian Testing, to quickly enter emerging fields such as electronics and automotive components [2] - The company plans to establish an industrial fund with professional institutions to invest in inspection industry projects and explore new growth areas in sectors like new energy and intelligent manufacturing [2] Group 2: Automotive Business Development - The automotive testing services are primarily implemented through the subsidiary Guanjian Testing, which has gained third-party testing qualifications from major automotive manufacturers [3] - The company has expanded its recognition capabilities with traditional and new energy vehicle manufacturers, enhancing its service range significantly [3] Group 3: Competitive Advantage - The inspection industry is characterized by intense competition and a fragmented market, with policies supporting the consolidation of the sector [4] - The company differentiates itself through a demand-driven integrated service ecosystem and cross-domain technology integration capabilities, enhancing customer loyalty and service value [4] - The company employs a "Testing+" model to deepen customer engagement by providing comprehensive services that include not only testing but also solutions for risk management and remediation [4] Group 4: Research and International Expansion - The company is increasing its R&D investment in smart testing and AI diagnostics to build an intelligent inspection platform [5] - It is also expanding into international markets by establishing localized operational teams in regions such as Southeast Asia and the Middle East to enhance its market share [5]