招商证券指出，中兴通讯上半年运营商网络收入350.64亿元，同比减少5.99%；毛利率52.94%，同比下 降1.38个百分点，主要由于数字能源产品毛利率下降。政企业务收入192.54亿元，同比增长109.93%； 毛利率为8.27%，同比下降13.50个百分点，主要由于服务器及存储毛利率下降及收入结构变动。消费者 业务收入172.35亿元，同比增长7.59%；毛利率为17.78%，同比下降1.03个百分点，主要由于家庭终端 毛利率下降。 智通财经APP获悉，中兴通讯(00763)绩后跌超6%，截至发稿，跌6.17%，报36.22港元，成交额5.8亿港 元。 消息面上，中兴通讯发布中期业绩，上半年营收715.53亿元，同比增长14.51%；净利润50.58亿元，同 比下降11.77%。上半年扣非净利润41.04亿元，同比下降17.32%；毛利率32.45%，同比下降7.99%；经 营活动现金流净额13.0亿元，同比下降81.44%。 ...

招商证券指出，中兴通讯上半年运营商网络收入350.64亿元，同比减少5.99%；毛利率52.94%，同比下 降1.38个百分点，主要由于数字能源产品毛利率下降。政企业务收入192.54亿元，同比增长109.93%； 毛利率为8.27%，同比下降13.50个百分点，主要由于服务器及存储毛利率下降及收入结构变动。消费者 业务收入172.35亿元，同比增长7.59%；毛利率为17.78%，同比下降1.03个百分点，主要由于家庭终端 毛利率下降。 中兴通讯(00763)绩后跌超6%，截至发稿，跌6.17%，报36.22港元，成交额5.8亿港元。 消息面上，中兴通讯发布中期业绩，上半年营收715.53亿元，同比增长14.51%；净利润50.58亿元，同 比下降11.77%。上半年扣非净利润41.04亿元，同比下降17.32%；毛利率32.45%，同比下降7.99%；经 营活动现金流净额13.0亿元，同比下降81.44%。 ...

Investment Rating - The investment rating for the company is maintained at "Buy" with a target price of RMB 73.60 [1][5]. Core Views - The company's revenue for H1 2025 reached RMB 899 million, representing a year-on-year increase of 16.39%, while the net profit attributable to the parent company was RMB 141 million, up 4.87% year-on-year. Q2 revenue was RMB 510 million, showing a year-on-year increase of 15.08% and a quarter-on-quarter increase of 31.80% [1]. - The growth in the company's core industrial control business and successful overseas expansion are key drivers for the positive outlook [1][3]. - The company has implemented a stock incentive plan to bind core talents, which is expected to enhance employee motivation and provide strong guidance for performance growth [4]. Financial Performance - The gross margin for H1 2025 was 38.20%, down 1.28 percentage points year-on-year, while the net margin was 15.54%, down 1.62 percentage points year-on-year. The decrease in margins is attributed to the rising proportion of lower-margin digital energy products [2]. - The company reported a significant increase in overseas revenue, which reached RMB 242 million in H1 2025, a year-on-year increase of 22.34%, accounting for 26.95% of total revenue [3]. Business Segmentation - In terms of business segments, the company generated RMB 559 million from variable frequency drives, up 13.28% year-on-year, and RMB 290 million from servo systems and motion controllers, up 14.09% year-on-year [3]. - The stock incentive plan involves granting 3.305 million shares, covering 156 employees, which is 8.96% of the total workforce as of the end of 2024 [4]. Profit Forecast and Valuation - The forecast for net profit attributable to the parent company for 2025-2027 has been revised down to RMB 271 million, RMB 313 million, and RMB 361 million, respectively, reflecting a decrease of 10.8%, 14.5%, and 17.4% from previous estimates [5]. - The company is assigned a PE ratio of 58 times based on comparable companies, leading to a target price of RMB 73.60 [5].

格隆汇8月25日丨伟创电气(688698.SH)披露2025年半年报，上半年实现营业收入8.97亿元，同比增长 16.39%；归母净利润1.41亿元，同比增长4.87%；基本每股收益0.67元。公司拟向全体股东每10股派发 现金红利1.5元（含税）。归属于上市公司股东的净利润同比增长，主要系公司按照既定战略目标有序 开展各项业务活动，变频器、伺服系统及控制系统、数字能源产品销售稳健增长；且公司积极开发新产 品、开拓海外业务等，促使营业收入稳步增长。 ...

Core Viewpoint - Weichuang Electric (688698) reported a revenue of 897 million yuan for the first half of 2025, reflecting a year-on-year growth of 16.39% and a net profit attributable to shareholders of 141 million yuan, up 4.87% year-on-year [1] Financial Performance - The company achieved an operating income of 897 million yuan, which is a 16.39% increase compared to the previous year [1] - The net profit attributable to shareholders reached 141 million yuan, marking a 4.87% year-on-year growth [1] - Basic earnings per share were reported at 0.67 yuan [1] Dividend Distribution - The company plans to distribute a cash dividend of 1.5 yuan (including tax) for every 10 shares to all shareholders [1] Business Development - The growth in net profit is attributed to the company's strategic execution of business activities, including steady sales growth in inverters, servo systems, control systems, and digital energy products [1] - The company is actively developing new products and expanding overseas business, contributing to the steady increase in operating revenue [1]

IT桔子出品 融资交易 18 不可错过 WEEKLY NEWS 1.小鹭AI获天使轮融资100万人民币 小鹭 AI 获优志愿 100 万天使轮投资，资金将聚焦技术优化与本地化服务拓展。作为 AI + 教育细分领域 的代表，小鹭 AI 以 "院校推荐 + 录取概率测算 + 就业前景分析" 的全链路服务，解决高考家庭志愿填 报痛点。 小鹭AI是一款高考志愿规划人工智能助手，通过AI技术，提供院校推荐、专业对比、录取概率、就业 前景、对应分数段等功能，致力于通过技术赋能升学规划。公司成立于2021年5月，总部位于天津，业 务涵盖人工智能、高考服务等。 August 星期一 每周精选 2.兴华芯完成战略投资1.95亿人民币 兴华芯拿下汇通能源 1.95 亿战略投资。兴华芯专注光罩片自主研发，此次融资不仅能加速其技术迭 代，更能缓解国内集成电路产业的"卡脖子"压力。从赛道看，先进制造领域中，"半导体设备及核心部 件"仍是资本重点布局方向。 兴华芯是一家半导体光罩研发生产商，专注于光罩片自主研发生产。成立于2022年11月，位于浙江绍 兴。 3.融和元储B轮融资3000万人民币 融和元储能源有限公司获中集集团、国核投资等 ...

IT桔子出品 投 资 13 August 星期三 每日风险投资速递 TIPS 1、下载 IT桔子 APP，实时跟踪国内外一级市场投融资事件。 2、转载请注明来源自 IT 桔子（itjuzi521），侵权必究。 3、建立"投资速递"长期发布合作，请发邮件到 hello@itjuzi.com。 2025 年 8 月 13 日IT 桔子（itjuzi521） 收录 23 起投资/IPO排队事件 国内投资 事件 TODAY NEWS 1.戴盟机器人完成亿元级天使++轮融资 戴盟机器人致力于研发高分辨率多模态触觉感知、触觉灵巧手软硬件产品及"以人为中心"的穿戴式遥操 作数据采集系统，并通过深度融合通用人工智能和机器人技术，研发含视觉、触觉和语言的操作模型 (VTLA)，为具身智能、智慧物流、智能制造、智慧服务等领域提供创新性解决方案。近日，戴盟机器 人完成亿元级天使++轮融资，由招商局创投领投，东方嘉富、架桥资本跟投。本轮融资将助力戴盟加 速全球领先的视触觉感知与灵巧操作技术的落地应用，持续引领具身智能技术的产业化进程。 2.智冉医疗宣布完成超3亿元A轮融资 智冉医疗是一家专注于通过高通量柔性脑机接口技术赋能神经系统疾 ...

Core Insights - The establishment of the Global Service Center has significantly aided companies in navigating cross-border challenges, particularly in compliance with local labor laws and tax regulations [1][4][5] - The center has created a resource pool of 160 professional institutions, providing comprehensive services across 12 areas including legal, tax, and intellectual property [1][4] - The center's initiatives have led to improved efficiency in international business operations, reducing the time and complexity involved in entering foreign markets [8][9][10] Group 1: Company Operations - Shenzhen Daotong Technology faced challenges in compliance with Mexican labor laws, which were mitigated by the Global Service Center's detailed guidelines [4][13] - The center has facilitated successful project bids for companies like Shenzhen Kaisheng Technology by providing precise tax calculation solutions [4][5] - The center's support has transformed the overseas expansion process for companies, making it more manageable and less daunting [10][13] Group 2: Service Offerings - The Global Service Center has organized over 30 specialized events to connect businesses with key service providers, enhancing resource accessibility [9][10] - The center's "one enterprise, one policy" approach tailors solutions to individual company needs, addressing issues like legal compliance and supply chain setup [5][14] - The center collaborates with various institutions to offer a wide range of services, including legal, financial, and market promotion, allowing companies to customize their support [16]

Core Viewpoint - The company aims to become an internationally leading zero-carbon power technology company, focusing on new energy, clean energy, energy storage, smart grids, and digital energy solutions, with a mission to make electricity cleaner and smarter [5][6]. Company Overview - The company is dedicated to providing comprehensive zero-carbon power solutions, covering planning consultation, project development, design, construction, and smart operation [6][7]. - The business strategy is structured around "one body and two wings," which includes integrated power solutions and distributed energy products [5]. Business Solutions - **Power Energy Solutions**: The company offers full-cycle zero-carbon power solutions, addressing customer pain points and needs through a comprehensive service model [6][7]. - **New Energy Solutions**: The company provides wind and solar power solutions tailored to various geological and meteorological conditions, promoting efficient development and utilization of renewable energy [7]. - **Clean Energy Solutions**: The company has capabilities in designing and integrating various types of clean energy systems, including gas turbines and nuclear power plants [8]. - **Energy Storage Solutions**: The company focuses on advanced energy storage technologies to support stable operation of renewable energy systems [9]. - **Grid Solutions**: The company provides high-reliability and cost-effective grid solutions, covering a wide range of voltage levels and ensuring efficient operation of power systems [10]. Products - **Distributed Energy Storage Systems**: The company integrates photovoltaic generation, energy storage technology, and smart energy management to offer high-quality distributed energy storage products [12]. - **Digital Energy Products**: The company leverages advanced technologies such as AI and IoT to create energy management systems and data platforms, enhancing operational efficiency and supporting smart energy transitions [13]. Financial Highlights - The company has not needed to restate previous financial data, indicating stable financial reporting practices [14]. - The company has approved a share buyback plan, allocating between RMB 50 million and RMB 100 million for repurchasing shares at a maximum price of RMB 34.59 per share [15][16].

根据市场公开信息及4月23日披露的机构调研信息，知名私募中欧瑞博近期对3家上市公司进行了调研，相关名单如下： 1）京东方Ａ （深圳市中欧瑞博投资管理股份有限公司参与公司特定对象调研&电话会议） 调研纪要：京东方A在机构调研中表示，LCD TV主流尺寸面板价格自2025年1月起全面上涨并延续至3月，LCD IT方面MNT面板价格有望保持温 和上涨态势。LCD行业平均稼动率自2024年11月开始上升，2025年一季度保持在80%以上。2024年公司柔性MOLED出货量约1.4亿片，2025年目 标为1.7亿片。2024年公司折旧约380亿，2025年和2026年折旧波动不大。资本支出主要围绕半导体显示业务及物联网创新等领域。2024年公司显 示器件业务收入中，TV类、IT类和手机及其他类产品收入占比分别为26%、34%和40%，OLED业务收入占比27%。公司将根据经营状况和现金流 情况，择机回购少数股东股权。 2）伟创电气 （中欧瑞博参与公司特定对象调研&电话会议） 调研纪要：2024年，伟创电气营业收入同比增长25.70%，净利润同比增长28.42%。公司业务活动有序开展，产品销售势头良好，优化产品结构和 性 ...