格隆汇1月28日丨鸿远电子(603267.SH)公布，公司预计2025年度实现归属于母公司所有者的净利润 21,800.00万元到26,100.00万元，同比增加41.80%到69.76%。公司预计2025年度实现归属于母公司所有 者的扣除非经常性损益的净利润16,700.00万元到23,100.00万元，同比增加63.19%到125.73%。 公司高可靠瓷介电容器产量提升带动生产规模效应显现，叠加柔性生产线改造优化交付效率，产品单位 固定成本得以摊薄。虽面临下游客户价格压力，公司凭借规模效应、运营效率改善及成本管控举措，推 动核心产品毛利水平企稳回升。公司在滤波器、微控制器及配套集成电路、陶瓷管壳等产品布局上成效 显著，相关业务销售订单与销售收入均实现快速增长，推动公司整体经营业绩稳步向好。 2025年是我国"十四五"规划收官之年，公司高可靠领域客户业务推进节奏显著提速，有效拉动高可靠电 子元器件行业景气度明显回暖。在此背景下，公司核心产品高可靠瓷介电容器市场需求呈现强劲复苏态 势，直接驱动公司销售订单与销售收入实现快速增长。 ...

南财智讯1月28日电，鸿远电子公告，预计2025年全年归属于上市公司股东的净利润为21800.00万元— 26100.00万元，同比预增41.80%—69.76%；预计2025年全年归属于上市公司股东的扣除非经常性损益的 净利润为16700.00万元—23100.00万元，同比预增63.19%—125.73%；主要变动原因为：（一）2025年 是我国"十四五"规划收官之年，公司高可靠领域客户业务推进节奏显著提速，有效拉动高可靠电子元器 件行业景气度明显回暖。在此背景下，公司核心产品高可靠瓷介电容器市场需求呈现强劲复苏态势，直 接驱动公司销售订单与销售收入实现快速增长。（二）公司高可靠瓷介电容器产量提升带动生产规模效 应显现，叠加柔性生产线改造优化交付效率，产品单位固定成本得以摊薄。虽面临下游客户价格压力， 公司凭借规模效应、运营效率改善及成本管控举措，推动核心产品毛利水平企稳回升。（三）公司在滤 波器、微控制器及配套集成电路、陶瓷管壳等产品布局上成效显著，相关业务销售订单与销售收入均实 现快速增长，推动公司整体经营业绩稳步向好。（四）公司自产业务收入占比提升，带动综合毛利率水 平有较大改善，产品结构的优化进一 ...

Group 1 - The core viewpoint of the article highlights that Hongyuan Electronics (603267) expects an increase in gross margin in the first three quarters of 2025 due to the recovery in the high-reliability electronic components industry and the resurgence of downstream customer demand [1] - The significant growth in the company's self-owned business revenue is attributed to the improved market conditions and increased demand from clients [1] - The company benefits from economies of scale, enhanced production line efficiency, and ongoing cost control measures, which have led to a dilution of unit fixed costs [1]

Core Insights - The company reported a revenue of 1.018 billion RMB for the first half of 2025, representing a year-on-year increase of 22.27% [1][2] - The net profit attributable to shareholders reached 184 million RMB, marking a year-on-year growth of 52.96% [1][2] - The basic earnings per share increased to 0.80 RMB, reflecting a growth of 53.85% compared to the previous year [1][2] Financial Performance - The company achieved a net profit of 178 million RMB after deducting non-recurring gains and losses, which is a 52.06% increase year-on-year [1][2] - The net cash flow from operating activities increased by 28.33% compared to the same period last year, due to effective management of inventory and supplier payment cycles [2] - A cash dividend of 0.10 RMB per share (including tax) is proposed for all shareholders [1] Industry Context - The company benefited from the "14th Five-Year Plan" as the demand for high-reliability electronic components showed a strong recovery [2] - Despite facing pricing pressures from downstream customers, the sales revenue of high-reliability ceramic capacitors grew rapidly, contributing to the overall revenue increase [2] - Improvements in production efficiency and cost control measures led to a significant enhancement in the company's profitability [2]