财报显示，盛洋科技上半年营收表现亮眼，实现营收4.16亿元，同比增长16.62%；归属于上市公司股东 的净利润为503.81万元，同比下降1.74%；归属于上市公司股东的扣除净利润为260.91万元，同比下降 41.7%，每股收益0.01元。 | 四、信息按露及备置地点变更情况简介 | | | | | | --- | --- | --- | --- | --- | | 公司选定的信息技露投紙名称 | | | 《中国证券报》《上海证券报》《证券时报》《证券日报》 | | | 登载半年度报告的网站地址 | | 上海证券交易所网站(www.sse.com.cn) | | | | 公司半年度报告备置地点 | 公司证券投资图 | | | | | 接告刷内变更情况查询索引 | 无 | | | | | 五、公司股票简况 | | | | | | 股票种类 | 股票上市交易所 | 股票简称 | 原票代码 | 变更前股票简称 | | Villa 上海证券交易所 | | 盛洋科技 | 603703 | 无 | | 六、其他有关资料 | | | | | | □适用 √不适用 | | | | | | 七、公司主要会计数据和财务指标 | ...

Core Viewpoint - The company reported a revenue growth of 16.62% year-on-year in the first half of 2025, driven by increased sales orders for RF cable products, while net profit slightly decreased by 1.74% due to rising share-based payment expenses and reduced foreign exchange gains [1][2] Financial Performance - The company achieved an operating revenue of 416 million yuan in the first half of 2025, with a net profit attributable to shareholders of 5.0381 million yuan [1] - Excluding share-based payment expenses, the net profit reached 17.46 million yuan, reflecting a substantial increase of 192.88% compared to the same period last year [2] - The net cash flow from operating activities increased by 149.41% year-on-year, indicating improved cash collection from sales [2] Business Development - The growth in revenue is primarily attributed to the increase in orders for RF cable products, supported by the ongoing development of the global communication industry and the acceleration of data center construction [2] - The company has achieved a monthly production capacity of 30,000 kilometers for automotive high-speed cables and made breakthroughs in autonomous research and development in fields such as Beidou vehicle-mounted terminals [1][3] Strategic Initiatives - The company has implemented a dual-driven strategy focusing on "wired/wireless communication + satellite communication," capitalizing on emerging technologies like AI and autonomous driving [3] - The data cable market is expected to grow at a rate exceeding 10% in the coming years, with projections indicating it could reach 2.956 billion USD by 2031 [3] - The company plans to focus on developing high-speed, high-capacity data cable products starting in 2024 to meet the demands of data centers, industrial automation, and smart cities [3] Technological Advancements - The company has integrated three Rosen Tai devices into its high-performance data copper cable R&D and production system, enhancing its capabilities in high-speed transmission for data centers and automotive communications [4] - The satellite communication terminal business is viewed as a second growth curve, with plans to focus on maritime satellite communication terminals, Beidou vehicle-mounted navigation terminals, and satellite internet communication terminals by 2025 [4] Industry Environment - The low-orbit satellite internet construction in China has accelerated significantly this year, presenting development opportunities for the industry [5] - The company has accumulated years of R&D experience in satellite communication terminals and has made breakthroughs in Beidou vehicle-mounted terminals and 5G satellite television terminals [5] - Future exploration of diverse application scenarios in satellite communication terminals, such as vehicle-road collaboration and emergency communication, is planned to further tap into growth potential [5]