据证券之星公开数据整理，近期沪光股份（605333）发布2025年中报。截至本报告期末，公司营业总收 入36.3亿元，同比上升6.2%，归母净利润2.76亿元，同比上升8.4%。按单季度数据看，第二季度营业总 收入20.87亿元，同比上升10.71%，第二季度归母净利润1.83亿元，同比上升18.87%。本报告期沪光股 份盈利能力上升，毛利率同比增幅2%，净利率同比增幅2.07%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率15.67%，同比增3.22%，净利率7.62%，同比增 2.07%，销售费用、管理费用、财务费用总计1.44亿元，三费占营收比3.96%，同比增8.46%，每股净资 产5.5元，同比增35.16%，每股经营性现金流0.42元，同比增67.87%，每股收益0.63元，同比增8.62% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 34.18亿 | 36.3亿 | 6.20% | | 归母浄利润（元） | 2.55亿 | 2.76亿 | 8.40% | | 扣非净利润(元) | 2.45 ...

Financial Performance - In Q1 2025, the company achieved a net profit of approximately 32 million yuan, marking a turnaround from previous losses [4][11] - The company reported a net loss of about 1.2 billion yuan for the fiscal year 2024 due to significant asset impairment related to the subsidiary Meta [4][11] - The total revenue for 2024 was approximately 5.1 billion yuan, with Q1 2025 revenue around 1 billion yuan [11] Business Strategy and Development - The company aims to focus on the development of high-speed connectors and optimize its business and asset structure to enhance overall profitability [2][3] - The exit of the Italian subsidiary Meta from the consolidated financial statements is expected to alleviate the company's operational losses and facilitate a return to healthy growth [3][8] - The company plans to concentrate resources on businesses with strong market prospects and profitability, while also seeking to improve its debt structure and diversify financing channels [7][8] Market Position and Competitiveness - The company has over 10 years of experience in the R&D and manufacturing of high-speed connectors, which provides a competitive edge in the market [3] - It is actively participating in the domestic replacement process for mid-to-high-end connector products, with a focus on increasing market share [3] - The company maintains long-term strategic partnerships with well-known clients in various sectors, including automotive and consumer electronics [6][7] Investor Relations and Concerns - The company has faced challenges related to shareholder equity and ongoing investigations by regulatory authorities, but it assures investors of its commitment to transparency and risk management [5][8] - There are ongoing discussions regarding potential restructuring and strategic adjustments following the exit of Meta, with a focus on core business development [8][9] - The company acknowledges the need for improved investor confidence and is considering measures such as employee stock incentives to align interests [11]