Group 1: Company Performance - Shijia Photon reported a revenue of 993 million yuan for the first half of 2025, a year-on-year increase of 121.12%, and a net profit of 217 million yuan, up 1712% [1] - Willgo expects a net profit of 43 to 50 million yuan for the first half of 2025, representing a year-on-year growth of 12.55% to 30.87% [2] - Huaqin Technology anticipates revenue between 83 to 84 billion yuan, a year-on-year increase of 110.7% to 113.2%, and a net profit of 1.87 to 1.90 billion yuan, up 44.8% to 47.2% [2] - Industrial Fulian expects a net profit of 11.958 to 12.158 billion yuan for the first half of 2025, a year-on-year increase of 36.84% to 39.12% [3] Group 2: Industry Trends - The growth in performance for these companies is primarily driven by the rapid development of artificial intelligence, leading to increased demand in various sectors [1][2][3] - The AI server revenue for Industrial Fulian grew over 60% year-on-year, with cloud service server revenue increasing by more than 1.5 times compared to the previous year [3] - The Chinese AI industry is expected to experience explosive growth, with projections indicating a rise from 398.5 billion yuan to 1.7295 trillion yuan from 2025 to 2035, reflecting a compound annual growth rate of 15.6% [3]

威尔高主营双面及多层印刷线路板，对于上半年业绩预增，威尔高表示，受益于人工智能市场对印制电 路板的增量需求及海外新客户拓展，公司在厚铜板产品升级迭代、高多层、高厚铜、埋铜块HDI技术突 破，订单得到较好的增长，同时，泰国新工厂运行逐渐稳定，成本得到有效控制、良率改善，第二季度 利润实现由亏转正。 近日，华勤技术也公告，预计公司上半年实现营业收入830亿元到840亿元，同比增长110.7%到 113.2%，预计实现净利润18.7亿元到19.0亿元，同比增长44.8%到47.2%。 受益于人工智能快速发展，仕佳光子、华勤技术（603296）、威尔高（301251）、工业富联（601138） 等多公司上半年业绩报喜。 7月29日晚，仕佳光子披露，2025年上半年，公司实现营业收入9.93亿元，同比增长121.12%，实现净利 润2.17亿元，同比增长1712%，扣非净利润2.14亿元，同比增长12667.42%，经营活动现金流量净额 1115.89万元，同比增长158.09%。 仕佳光子表示，上半年公司各项财务指标实现增长，主要系受人工智能发展驱动，数通市场快速增长， 公司适应市场需求，产品竞争优势凸显，客户认可度 ...

Core Points - Jiangxi Weiergao Electronics Co., Ltd. was established as a joint-stock company based on Jiangxi Weiergao Electronics Technology Co., Ltd. and registered with the Ji'an Market Supervision Administration [2][3] - The company received approval from the China Securities Regulatory Commission for its registration on July 11, 2023, and publicly issued 33.65544 million shares of ordinary stock, which were listed on the Shenzhen Stock Exchange's Growth Enterprise Market on September 6, 2023 [2][3] - The registered capital of the company is RMB 134.62176 million [3] Company Structure - The company is a permanent joint-stock company with all assets divided into equal shares, and shareholders are liable for the company's debts only to the extent of their shareholdings [3][4] - The legal representative of the company is the director who executes company affairs, and the company bears civil liability for actions taken by the legal representative [3][4] Business Objectives and Scope - The company's business objective is to provide high-cost performance products and quality services, with a focus on customer orientation and a high-performance corporate culture [4][5] - The registered business scope includes the production and sale of electronic products, double-sided and multi-layer printed circuit boards, LED energy-saving lamps, and the import and export of related materials [5] Share Issuance and Structure - The company's shares are issued in the form of stocks, with all shares being ordinary shares with a par value of RMB 1 each [5][6] - The total number of shares issued by the company is 134.62176 million, all of which are ordinary shares [6][7] Shareholder Rights and Responsibilities - Shareholders have rights to dividends, voting, supervision of company operations, and access to company documents [12][13] - Shareholders are obligated to comply with laws and regulations, pay for their subscribed shares, and not misuse their rights to harm the company or other shareholders [15][16] Governance and Meetings - The company holds annual and temporary shareholder meetings, with specific procedures for calling and conducting these meetings [52][53] - The board of directors is responsible for convening shareholder meetings and must ensure compliance with legal and regulatory requirements [56][57]