答：广电计量 2025 年上半年营收增长，利润保持稳定提升。 上半年公司重点发展特殊行业、新能源、航天航空、集成电路 测试与分析、数据科学分析与评价等新兴业务，提升高毛利率 的战略新兴产业占比，相关订单和收入实现较快增长。公司持 续深化精细化管理，数字化赋能持续提升内部运用效率。在成 本控制方面的不断优化，人工成本、折旧成本、场地成本得到 有效控制，毛利率持续提升，实现净利润增速高于营业收入增 速。 证券代码：002967 证券简称：广电计量 广电计量检测集团股份有限公司投资者关系活动记录表 编号：2025-008 | | 特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | ☑ | 其他（投资者线上交流会） | | | 摩根基金 | | | 特定对象： | | | 长江证券 徐科、长江证券 贾少波、天风证券 朱晔 | | | 陶雨涛、国泰人寿 董一丁、民生证券 孔厚融 | | | 汇泉基金 周晓东、长江证券 童松、国开证券 陈刚 | | | 信达资产 王菲、冰河资产 刘茂春、 ...

Core Viewpoint - The company, Guangdian Measurement, reported strong financial performance for the first half of 2025, with revenue and net profit both showing significant growth, indicating a robust business strategy focused on strategic industries and technological innovation [1][2]. Financial Performance - The company achieved a revenue of 1.478 billion yuan, a year-on-year increase of 10.01%, and a net profit attributable to shareholders of 97 million yuan, up 22.11% from the previous year [1]. - In Q2 2025, the company recorded revenue of 860 million yuan, representing a year-on-year growth of 13.79%, with a quarter-on-quarter revenue increase of 39.19% [1]. Business Strategy - The company is shifting its focus from comprehensive measurement services to strategic industries, emphasizing sectors such as special industries, commercial aerospace, new energy, low-altitude equipment, and artificial intelligence [1][4]. - The company has increased its R&D investment to 181 million yuan, a growth of 18.13% year-on-year, to support its expansion into strategic emerging fields [4][5]. Emerging Business Growth - The integrated circuit sector generated revenue of 130 million yuan, growing by 17.64%, while the data science analysis and evaluation business achieved revenue of 65.23 million yuan, with a growth rate of 47.07% [2]. - The company has successfully expanded its capabilities in AI testing and certification, contributing to its revenue growth in the digital economy [5]. Market Position and Future Outlook - The company maintains a strong competitive position in traditional measurement services, with revenue growth of 1.14% and 17.68% in reliability and environmental testing services, respectively [3]. - The overall gross margin for the first half of 2025 was 43.12%, indicating strong core competitiveness [3]. - The company is well-positioned to benefit from the increasing demand in strategic industries such as commercial aerospace and artificial intelligence, supported by ongoing technological advancements and industry collaborations [5].