本报记者 邬霁霞 东方财富Choice数据显示，截至8月21日，汽车零部件行业已有47家上市公司披露2025年半年报，其中 29家公司净利润实现同比增长，占比超六成。新能源汽车需求的持续拉动以及出口业务的稳步增长，成 为推动产业链公司业绩向好的关键因素。 下游需求旺盛 8月21日晚间，浙江万里扬股份有限公司披露2025年半年度报告。上半年公司实现营业收入28.12亿元， 同比增长2.69%；归属于上市公司股东的净利润2.77亿元，同比增长50.24%，实现营收净利双增长。 此外，浙江松原汽车安全系统股份有限公司、神通科技集团股份有限公司（以下简称"神通科技"）、浙 江金固股份有限公司（以下简称"金固股份"）等20家汽车零部件上市公司，同样在上半年实现了营收、 利润双增长。哈尔滨东安汽车动力股份有限公司、武汉光庭信息技术股份有限公司等企业则在上半年成 功实现扭亏为盈。 中国汽车工业协会数据显示，今年7月份，我国新能源汽车产销分别完成124.3万辆和126.2万辆，同比分 别增长26.3%和27.4%；1月份至7月份，我国新能源汽车产销分别完成823.2万辆和822万辆，同比分别增 长39.2%和38.5%。 出 ...

Core Viewpoint - The company, Guangting Information, has demonstrated strong performance in the automotive software industry, particularly in the context of accelerating smart transformation, with significant revenue and profit growth in the first half of 2025 [1][2]. Financial Performance - Guangting Information reported a revenue of 275 million yuan, representing a year-on-year increase of 26.88% [1]. - The net profit attributable to shareholders reached 42.92 million yuan, marking a substantial turnaround with a growth rate of 420.44% [1]. - The operating cash flow net amount increased by 226.79% to 92.61 million yuan, indicating improved cash flow management [3]. Business Segments - The intelligent driving segment showed remarkable growth, with total revenue reaching 123 million yuan, up 55.82% year-on-year [2]. - Revenue from intelligent connected vehicle testing services grew by 70.77% to 94.00 million yuan, while intelligent driving software development and technical services increased by 56.50% to 19.77 million yuan [2]. - The smart cockpit business also saw steady growth, with revenue of 127.47 million yuan, an increase of 11.65% compared to the previous year [2]. Global Expansion - The company achieved significant progress in global expansion, with overseas revenue reaching 123 million yuan, a year-on-year increase of 102.27% [3]. - The gross margin remained high at 51.99%, supported by the establishment of subsidiaries in Japan, Canada, and Germany [3]. Profitability and R&D - The overall gross margin improved to 38.99%, up 4.11 percentage points from the previous year, driven by increased revenue from intelligent connected vehicle testing and overseas markets [4]. - R&D investment totaled 34.38 million yuan, an increase of 8.35% year-on-year, maintaining a high proportion of over 12% of revenue [1][4]. Strategic Acquisitions - The company announced plans to acquire 100% of Kaima Technology for 360 million yuan, aiming to enhance its market presence in Japan and expand into new sectors such as fintech and healthcare [5]. - Kaima Technology reported a revenue of 131 million yuan and a net profit of 33.18 million yuan in 2024, indicating stable performance [5].