据证券之星公开数据整理，近期大族数控(301200)发布2025年中报。截至本报告期末，公司营业总收入 23.82亿元，同比上升52.26%，归母净利润2.63亿元，同比上升83.82%。按单季度数据看，第二季度营 业总收入14.22亿元，同比上升74.72%，第二季度归母净利润1.46亿元，同比上升84.0%。本报告期大族 数控应收账款上升，应收账款同比增幅达47.48%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率30.28%，同比增14.75%，净利率10.97%，同比 增19.8%，销售费用、管理费用、财务费用总计2.53亿元，三费占营收比10.6%，同比增1.33%，每股净 资产12.65元，同比增8.5%，每股经营性现金流-1.3元，同比减339.09%，每股收益0.63元，同比增 85.29% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 15.64亿 | 23.82 亿 | 52.26% | | 归母净利润(元) | 1.43亿 | 2.63亿 | 83.82% | | 扣非净利润(元) ...

Group 1 - The market focus is on leading stocks, with Huayin Power experiencing a 2.99% increase and achieving 5 consecutive trading days of gains [1][2] - Solid-state battery concept stock Dadongnan has seen a 1.53% rise, marking 7 gains in 11 days [1][2] - The PCB sector's Jin'an Guoji has reached a trading limit increase of 9.99%, marking its 4th consecutive gain [1][2] Group 2 - Steel stock Liugang shares opened lower with a 1.15% decrease, despite having 5 gains in 6 days [1][2] - Other notable stocks include Honghe Technology with a 2.33% increase and 4 gains in 6 days, and Huaguang Huaneng with a 0.59% rise and 4 gains in 4 days [1][2] - The packaging and printing sector's Senlin Packaging opened with a 0.91% increase, while the photovoltaic sector's Yamaton and Yijing Optoelectronics saw minor increases of 0.28% and 1.66% respectively [1][2]

Group 1: Financial Performance - The net profit attributable to shareholders for 2024 was 227 million, an increase of 3.45% year-on-year [2] - The net profit attributable to shareholders, excluding non-recurring gains and losses, was 202 million, up 14.76% year-on-year [2] - In Q1 2025, the net profit attributable to shareholders reached 73 million, a significant increase of 78.51% year-on-year [2] - The net profit attributable to shareholders, excluding non-recurring gains and losses, was 66 million, reflecting an increase of 87.74% year-on-year [2] Group 2: Key Growth Drivers - Continuous technological iteration and innovation in product upgrades, particularly in nano-coatings, smart equipment, functional film materials, and polishing materials [3] - Expansion of downstream industry demand driven by high-value PCB products related to artificial intelligence and high-speed network communication [3] - Global strategic layout with accelerated capacity deployment in Southeast Asia and enhancement of global market share through localized service networks [3] - Upgrading smart manufacturing to improve automation and efficiency, optimizing processes to reduce production costs, and establishing a digital quality control system [3] Group 3: Company Strategy and Outlook - The company focuses on core business areas, leveraging technological breakthroughs and operational optimization to create sustainable value for shareholders [3] - The activity did not involve any major information that needs to be disclosed [3] - Investors are advised to be aware of investment risks regarding the company's performance outlook and development plans [3]