今日带来三家公司中报业绩快讯。四方光电预计中报净利润8412万元左右，增长约1.03倍。因抓住北美 政策机遇，工业及安全业务高增长，收购子公司带来低碳热工业务收入增量。产品结构优化、费用管控 有效，单二季度净利润5200万元，同比增142%，预测25年净利润1.8亿元，对应25倍PE。晶合集成预计 中报净利润2.6 - 3.9亿元，增长39.04% - 108.55%。行业景气回升，产能利用率高，产品销量增加，CIS 占比提升。中报预告净利润中值3.25亿元，同比增74%，单二季度净利润1.9亿元，同比增90%，预测25 年净利润8亿元，对应50倍PE。两家公司Q2均实现同环比高增长。 风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场，不构成与和讯相关的任何投 资建议。在作出任何投资决定前，投资者应根据自身情况考虑投资产品相关的风险因素，并于需要时咨 询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性，对此和讯不做任何保 证和承诺。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 中报业绩超预期（7.21） 和讯自选股写手 股票名称["四方光电","晶合集成" ...

Group 1 - Hanwei Technology has experienced a decline for five consecutive trading days, with a cumulative drop of -7.46% [1] - Hanwei Technology Group Co., Ltd. (stock code: 300007) is a reputable innovative technology company, known for gas sensors and instruments manufacturing, as well as IoT solutions [1] - The company aims to empower various sectors, continuously creating new value in production and life [1] Group 2 - Penghua Fund's Penghua Carbon Neutrality Theme Mixed A Fund has entered the top ten shareholders of Hanwei Technology, marking a new investment in the first quarter of this year [1] - The fund has achieved a year-to-date return of 40.07%, ranking 77th among 4,529 similar funds [2] - The fund manager, Yan Siqian, has a background in securities analysis and fund management, having joined Penghua Fund in January 2022 [3][4]