南通深化作风建设，将规范涉企检查作为优化营商环境的关键抓手，通过精准施策、科技赋能、制度创 新，构建起"无事不扰、有求必应"的政商关系，让企业和商户在规范监管中感受到"法治温度"，在高效 服务中激发"创新热度"。 精准服务 "2023年投产以来，公司的销售额爆发式增长，发展实现'三级跳'。"安费诺公司总经理胡卫忠说。该公 司坐落于南通高新区，是以生产电子连接器为主的电子元器件制造商，合作商囊括多家国际知名科技与 互联网企业。然而几年前，该公司所在地还只是一家印刷包装公司的闲置地皮。 一件事一次办，惠企便民齐称赞。前不久，江苏省南通市海门区交通运输局在办理艾郎风电百米叶片的 大件运输许可审批中，依托"一体化+智慧执法+信用监管"交通综合执法新模式，将审批时间从法定承 诺三类件20个工作日压缩至5个工作日，有力地支撑了本地制造业大型设备的特种运输。 "种好梧桐树，引得凤凰来"。南通市纪委监委聚焦涉企行政检查关键环节，着力破解难点堵点问题，持 续优化营商环境，服务民营经济高质量发展。自开展国有资产清查利用专项行动和监督体系试点以来， 高新区排查出一批低效闲置资产。地方纪委监委从厘清职责入手，督促推动低效闲置资产的盘 ...

投资者提问： 您好！请问:上市募资投向的1."高端电子元器件专业化一期项目"，以及2.公告的超募资金用于建设新项目，这两项目如今是否已投产？1项目是在原有产线上技改升级还是新建产线？ 另:公司 董秘回答(达利凯普SZ301566)： 尊敬的投资者，您好！公司"高端电子元器件产业化一期项目"已结项投产，公司无超募资金，更多关于募集资金的使用情况，请您详细参阅公司《2024年度募集资金存放与使用情况的专项报告 查看更多董秘问答>> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确性，内容仅供参考。 ...

Core Viewpoint - Kintor Group (00148) reported a strong performance for the first half of 2025, with significant growth in revenue and profit driven by robust demand in the electronics market, particularly in AI-related products [1] Financial Performance - Revenue for the period was approximately HKD 21.608 billion, representing a year-on-year increase of 6% [1] - Profit attributable to shareholders was around HKD 2.582 billion, showing a substantial year-on-year growth of 71% [1] - Basic earnings per share were HKD 2.329, with an interim dividend of HKD 0.69 per share [1] Market Demand and Product Performance - The overall demand in the electronics market was strong, with rapid development in high-end sectors such as AI [1] - Emerging electronic products related to AI saw particularly strong demand, boosting the sales of copper-clad laminate and printed circuit board products [1] - Both segments experienced profit growth compared to the same period last year [1] Investment Business - The investment business segment also reported profit growth compared to the previous year [1] - The company's competitive advantages stem from its vertically integrated supply chain and diversified business portfolio [1] - The efforts of Kintor's team contributed to achieving over HKD 2.5 billion in net profit [1]

Core Viewpoint - The company reported a significant increase in revenue and profit for the first half of 2025, driven by strong demand in the electronics market and advancements in AI technology [1] Financial Performance - The company achieved a revenue of HKD 9.588 billion, representing an 11% year-on-year increase [1] - The profit attributable to shareholders was HKD 933 million, marking a 28% increase compared to the previous year [1] - Basic earnings per share were HKD 0.299, with an interim dividend proposed at HKD 0.15 per share [1] Market Dynamics - The growth in revenue and profit is attributed to the sustained demand in the electronics market, particularly in high-end sectors such as AI [1] - The emerging electronic products related to AI have shown strong demand, contributing to the overall growth in the copper-clad laminate industry [1] Operational Efficiency - The company benefits from a well-integrated vertical supply chain and a large customer network, which has led to an increase in the sales proportion of high-end, high-value-added products [1] - Capacity utilization has improved compared to the same period last year, and product prices have increased, resulting in growth in both revenue and profit for the copper-clad laminate segment [1] - The investment business segment also recorded profit growth compared to the previous year [1]

据证券之星公开数据整理，近期火炬电子(603678)发布2025年中报。截至本报告期末，公司营业总收入 17.72亿元，同比上升24.2%，归母净利润2.61亿元，同比上升59.04%。按单季度数据看，第二季度营业 总收入10.1亿元，同比上升30.29%，第二季度归母净利润1.55亿元，同比上升71.78%。本报告期火炬电 子应收账款上升，应收账款同比增幅达31.04%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率35.59%，同比增8.04%，净利率14.8%，同比增 33.52%，销售费用、管理费用、财务费用总计2.36亿元，三费占营收比13.31%，同比减13.67%，每股净 资产12.89元，同比增8.91%，每股经营性现金流-0.14元，同比减113.21%，每股收益0.57元，同比增 58.33% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 14.27 乙 | 17.72亿 | 24.20% | | 归母浄利润（元） | 1.64亿 | 2.61亿 | 59.04% | | 扣非净利润(元 ...

Core Viewpoint - Torch Electronics (603678) reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit compared to the previous year, indicating a positive trend in the company's operations and market demand [1]. Financial Performance Summary - The total operating revenue for the first half of 2025 reached 1.772 billion yuan, a year-on-year increase of 24.2% [1]. - The net profit attributable to shareholders was 261 million yuan, reflecting a 59.04% increase year-on-year [1]. - In Q2 2025, the operating revenue was 1.01 billion yuan, up 30.29% year-on-year, while the net profit for the quarter was 155 million yuan, an increase of 71.78% [1]. - The gross profit margin improved to 35.59%, up 8.04% year-on-year, and the net profit margin increased to 14.8%, a rise of 33.52% [1]. - Total expenses (selling, administrative, and financial) amounted to 236 million yuan, accounting for 13.31% of revenue, down 13.67% year-on-year [1]. - Earnings per share rose to 0.57 yuan, a 58.33% increase compared to the previous year [1]. Balance Sheet and Cash Flow Summary - Accounts receivable increased by 31.04% year-on-year, reaching 1.91 billion yuan [1]. - Cash and cash equivalents decreased by 21.34% to 1.671 billion yuan due to increased payments to suppliers and investments in structured deposits [3]. - The company reported a significant increase in short-term borrowings by 59.28%, attributed to increased bank loans [3]. - The net cash flow from operating activities showed a decline of 113.71%, primarily due to higher payments to suppliers [4]. Business Model and Market Position - The company relies heavily on marketing-driven performance, with a historical return on invested capital (ROIC) of 2.76% for the previous year, indicating average investment returns [4]. - The overall industry environment is improving, leading to increased market demand and a rise in order volumes, which positively impacted revenue growth [3]. Fund Holdings - The largest fund holding Torch Electronics is the GF Small and Medium Cap Selected Mixed Fund, which has increased its position, reflecting confidence in the company's future performance [4].

Core Viewpoint - Hongyuan Electronics (603267) reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit compared to the previous year [1] Financial Performance Summary - Total revenue reached 1.018 billion yuan, a year-on-year increase of 22.27% [1] - Net profit attributable to shareholders was 184 million yuan, up 52.96% year-on-year [1] - In Q2 2025, revenue was 552 million yuan, reflecting a 36.74% increase year-on-year [1] - Q2 net profit was 124 million yuan, showing a remarkable increase of 158.8% year-on-year [1] - Gross margin improved to 45.73%, up 18.74% year-on-year, while net margin increased to 18.06%, up 25.1% year-on-year [1] Key Financial Metrics - Gross margin: 45.73%, up 18.74% [1] - Net margin: 18.06%, up 25.1% [1] - Total expenses (selling, administrative, financial) amounted to 122 million yuan, accounting for 11.94% of revenue, down 5.85% year-on-year [1] - Earnings per share (EPS) increased to 0.8 yuan, a rise of 53.85% year-on-year [1] - Operating cash flow per share was 0.56 yuan, up 28.75% year-on-year [1] Changes in Financial Items - Accounts receivable increased by 34.02% due to longer payment terms on self-operated business revenue growth [3] - Prepayments rose by 67.13% due to increased payments for raw material procurement [3] - Contract assets surged by 88.62% as customer warranty deposits increased with revenue growth [3] - Accounts payable increased by 41.13% due to higher payments to suppliers from increased self-operated business revenue [3] - Tax liabilities increased by 124.05% due to improved operational performance in Q2 [3] Cash Flow Analysis - Net cash flow from operating activities increased by 28.33% due to effective management of inventory and supplier payment terms [4] - Net cash flow from investing activities rose by 48.57% due to reduced net purchases of structured deposits [4] - Net cash flow from financing activities increased by 98.84% as the company repaid significant bank loans in the previous year [4] Investment Insights - The company's return on invested capital (ROIC) was 3.13% last year, indicating a need for improvement in capital efficiency [4] - The company has a healthy cash position, which supports its operational and investment activities [4] - The business model is primarily driven by research and development, necessitating close examination of the underlying drivers [4]

每经AI快讯，8月23日，横店东磁（002056）在投资者关系活动记录表内表示，公司面向AI服务器的铜 片电感、新能源汽车的滤波器等器件已实现大批量供货，单月营收已由数百万元快速提升至千万元级， 后续增速及成长空间比较看好。 ...

Group 1 - Hongyuan Electronics (603267.SH) released its semi-annual report for 2025, showing that as of August 22, 2025, 41 institutional investors held a total of 9.3626 million shares, accounting for 4.05% of the total share capital [1] - The top ten institutional investors collectively held 3.32% of the shares, with a decrease of 3.88 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, six funds increased their holdings, with a total increase of 0.17%, including notable funds such as Huazhong Daqian Mixed A and Rongtong Tongqian Research Selected Flexible Allocation Mixed A [2] - Two public funds reduced their holdings, with a slight decrease, including Zhaoshang High-end Equipment Mixed A and Huafu Anfu Bond A [2] - A total of 31 new public funds were disclosed this period, including Longxin National Defense Military Industry Quantitative Mixed A and Fangzheng Fubang Jinfang One-Year Holding Period Mixed A [2] - 26 public funds were not disclosed in this period, including notable funds such as Guangfa Small Cap Growth Mixed (LOF) A and Invesco Longcheng Quality Evergreen Mixed A [2]

2025年8月23日，火炬电子(603678.SH)发布2025年半年度报告。截至2025年8月22日，共有52个机构投 资者披露持有火炬电子A股股份，合计持股量达6046.56万股，占火炬电子总股本的12.71%。其中，前 十大机构投资者包括中国银行股份有限公司-广发中小盘精选混合型证券投资基金、基本养老保险基金 一六零三二组合、中国工商银行股份有限公司-富国天惠精选成长混合型证券投资基金(LOF)、上海浦东 发展银行股份有限公司-广发小盘成长混合型证券投资基金(LOF)、瑞众人寿保险有限责任公司-自有资 金、中国工商银行股份有限公司-富国军工主题混合型证券投资基金、招商银行股份有限公司-景顺长城 品质长青混合型证券投资基金、中国建设银行股份有限公司-国泰中证军工交易型开放式指数证券投资 基金、富国创新科技混合A、广发科技动力股票，前十大机构投资者合计持股比例达10.02%。相较于上 一季度，前十大机构持股比例合计下跌了0.81个百分点。 公募基金方面，本期较上一期持股增加的公募基金共计15个，主要包括富国天惠成长混合(LOF)A/B、 广发小盘成长混合(LOF)A、广发中小盘精选混合A、广发成长启航混合A ...