转自：证券时报 人民财讯8月27日电，有方科技(688159)8月27日晚间披露半年报，2025年上半年，公司实现营业收入为 24.52亿元，同比增长39.06%；归母净利润6356.41万元，同比下降22.1%；基本每股收益0.69元。公司营 业收入同比增长，主要原因是报告期内公司云产品业务的收入同比大幅度增加，同时物联网无线通信模 组收入也同比增加。 ...

Industry Overview - The evolution of communication technology is driving innovation and transformation in industries, significantly impacting the digital economy and society as a whole [1] - The electronic information manufacturing industry in China is experiencing rapid production growth, with a notable increase in fixed asset investment by 12% year-on-year [2] - In 2024, the total revenue of 334 electronic and communication companies in the Shenzhen market reached 22,717.10 billion yuan, a year-on-year increase of 12.15%, while net profit attributable to shareholders grew by 53.52% to 930.97 billion yuan [2] Company Performance - Kema Technology reported a revenue of 857 million yuan in 2024, marking a 78.45% increase, with a net profit of 311 million yuan, up 279.88% [2][3] - Feirongda achieved total revenue of 5.031 billion yuan, a 15.76% increase, and a net profit of 189 million yuan, up 83.01% [3] - Guanghe Technology's main business revenue reached 3.479 billion yuan, with a 45.59% increase in server PCB business revenue [3] - Guangtong reported revenue of 8.189 billion yuan, a 6.13% increase, with a net profit of 668 million yuan, reflecting an 18.53% increase [3] Innovation and R&D - Kema Technology emphasizes technological innovation, with R&D investment of 66.3161 million yuan in 2024, a 42.52% increase [4] - Feirongda focuses on multiple key industries, optimizing product structure and actively entering emerging business areas, enhancing its competitive edge [5] - Guanghe Technology has established a national enterprise technology center and has applied for 418 patents, with 210 granted, showcasing its strong technical capabilities [6] - Guangtong has invested 719 million yuan in R&D in 2024, accumulating 337 invention patents, indicating a solid foundation for expanding into IoT applications [6] Strategic Initiatives - Guangtong established an AI research institute in 2024 to explore the integration of communication and AI technologies, launching new products in the AI and robotics sectors [7]