Group 1: China Mobile - China Mobile reported a net profit of 84.2 billion yuan for the first half of 2025, representing a year-on-year increase of 5.0% [1] - The company's operating revenue reached 543.8 billion yuan, with main business revenue at 467.0 billion yuan, showing a year-on-year growth of 0.7% [1] - The digital transformation revenue amounted to 156.9 billion yuan, reflecting a year-on-year increase of 6.6% [1] - The interim dividend declared is 2.75 HKD per share, up 5.8% year-on-year [1] Group 2: Huahong Semiconductor - Huahong Semiconductor's Q2 2025 sales revenue was 566.1 million USD, marking an 18.3% year-on-year increase and a 4.6% quarter-on-quarter increase [2] - The gross margin for Q2 was 10.9%, up 0.4 percentage points year-on-year and 1.7 percentage points quarter-on-quarter [2] - The company expects Q3 sales revenue to be between 620 million USD and 640 million USD, with a gross margin forecast of 10% to 12% [2] Group 3: SMIC - SMIC reported Q2 2025 sales revenue of 2.209 billion USD, a 1.7% decrease quarter-on-quarter, but a 16% increase year-on-year [3] - The gross margin for Q2 was 20.4%, down 2.1 percentage points quarter-on-quarter [3] - The company anticipates Q3 revenue growth of 5% to 7% and a gross margin between 18% and 20% [3] Group 4: Furi Electronics - Furi Electronics announced that its subsidiary provides JDM/OEM services for service robot products, with revenue contribution being less than 1% of the company's audited revenue [4] Group 5: Dongfang Precision - Dongfang Precision stated that all information regarding its cooperation with Leju Robotics should be based on official disclosures from both companies [5] Group 6: Shangwei New Materials - Shangwei New Materials reported a net profit of 29.9 million yuan for the first half of 2025, a decrease of 32.91% year-on-year [6] - The company's operating revenue for the same period was 784 million yuan, reflecting a year-on-year increase of 12.50% [6] Group 7: Buchang Pharmaceutical - Buchang Pharmaceutical's subsidiary Luzhou Buchang signed an exclusive supply agreement with GOODFELLOW for a new drug, Efparepoetin alfa, in the Philippines [7][8] Group 8: Daoshi Technology - Daoshi Technology announced a strategic cooperation agreement with Gongji Technology and Xinpengsen to develop atomic-level scientific computing capabilities [9] Group 9: Shuo Beid - Shuo Beid reported that it has sent samples of server liquid cooling plates to a Taiwanese client, with uncertainty regarding mass production [10] Group 10: Tongfu Microelectronics - Tongfu Microelectronics disclosed that the National Integrated Circuit Industry Investment Fund reduced its stake by 13.1424 million shares, bringing its holding to 6.91% [11]

证券日报网讯硕贝德（300322）8月7日在互动平台回答投资者提问时表示，公司有给中国台湾客户送样 服务器液冷板等散热产品，目前正在测试中；产品能否通过测试并实现量产供货尚存在较大不确定性， 敬请广大投资者注意投资风险。 ...

Investment Cooperation and Business Conditions - Xiaxia Precision has received small batch orders for its screw products [1] - Shuo Beid has delivered samples of server liquid cooling plates and other cooling products to a client in Taiwan [2] - Geer Software plans to raise up to 283 million yuan through a simplified procedure for projects related to quantum-resistant password technology and trusted data space platform development [2] - Dao's Technology has signed a strategic cooperation agreement with Gongji Technology and Chip Pei Sen to collaborate on atomic-level scientific computing capabilities [2] - Seris reported July sales of 44,581 new energy vehicles, a year-on-year increase of 5.70%, with Seris car sales at 41,675, up 3.44% [2] - GCL-Poly has signed a product purchase framework contract with Zhongneng Silicon Industry, with a total procurement amount expected to not exceed 450 million yuan [2] Performance Changes - SMIC reported Q2 2025 sales revenue of $2.209 billion, a quarter-on-quarter decrease of 1.7%, with a gross profit of $450 million, down 11.1% [3] - Hua Hong reported a profit attributable to shareholders of $8 million in Q2, up 19.2% year-on-year and 112.1% quarter-on-quarter, with Q3 2025 revenue guidance of $620 million to $640 million [3] - China Mobile's net profit for the first half of the year was 84.2 billion yuan, a year-on-year increase of 5.0% [4] - Feiwo Technology reported a net profit of 31.54 million yuan for the first half of 2025, a year-on-year increase of 164.56% [5] - Changshu Bank reported a net profit of 1.969 billion yuan for the first half of 2025, a year-on-year increase of 13.51% [6]

Core Viewpoint - ShuoBeide's stock price experienced a significant fluctuation, with a cumulative increase of over 30% over three consecutive trading days from August 5 to August 7, 2025, indicating abnormal trading activity [1] Company Situation - The company confirmed that there have been no significant changes in its operational situation or external business environment [1] - ShuoBeide is currently sending sample liquid cooling plates and other thermal products to a client in Taiwan, which are under testing [1] - There remains considerable uncertainty regarding whether the products will pass testing and achieve mass production and supply [1]

【硕贝德：截至本公告披露日 公司有给台湾客户送样服务器液冷板等散热产品】智通财经8月7日电， 硕贝德(300322.SZ)公告称，公司股票于2025年8月5日至7日连续三个交易日收盘价格涨幅偏离值累计超 过30%，属于股票交易异常波动情形。截至本公告披露日，公司有给台湾客户送样服务器液冷板等散热 产品，目前正在测试中；产品能否通过测试并实现量产供货尚存在较大不确定性。 转自：智通财经 ...

人民财讯8月7日电，硕贝德（300322）8月7日晚间发布公司股票交易异常波动的公告，公司股票连续三 个交易日收盘价格涨幅偏离值累计超过30%。截至公告披露日，公司有给台湾客户送样服务器液冷板等 散热产品，目前正在测试中；产品能否通过测试并实现量产供货尚存在较大不确定性。 ...

Core Viewpoint - The company is currently testing liquid cooling server products for a Taiwanese client, with uncertainty regarding the products' ability to pass tests and achieve mass production [2] Company Summary - The company, Shuo Bei De (硕贝德), has engaged in providing sample liquid cooling plates and other cooling products to a Taiwanese customer [2] - There is a significant uncertainty regarding whether the products will pass testing and be available for mass supply [2] Industry Summary - Major companies such as Nvidia, Tesla, ByteDance, and Huawei are mentioned as potential clients for liquid cooling servers [2] - The inquiry from investors highlights the growing interest in liquid cooling technology within data centers [2]