格隆汇8月22日丨甘化科工(000576.SZ)在互动平台表示，公司电源类产品可广泛应用于军工、通信、医 疗、轨道交通以及各种工业设备领域；目前主要服务于机载、舰载、弹载等多种武器平台。 ...

京泉华（002885.SZ）8月20日在投资者互动平台表示，公司主要产品为磁性元器件及电源类产品，主要 应用于光储新能源、新能源汽车、充电桩、算力中心、工业控制及消费领域等。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司与华为有合作吗？在消费电子行业有涉足多少 呢？ ...

新雷能称，在航空、航天等行业领域的投资规模加大，公司研制的电力电子产品进入批量交付阶段的品 种和数量持续增加。近年来，国内电力电子产业的高速增长，公司作为国内具备自主创新能力的高性能 电力电子产品供应商必将获得更大的发展空间。此外，公司在通信行业耕耘多年，成为了国内外多家通 信客户的优秀供应商，随着国内外网络建设已进入平稳阶段，公司积极拓展绿色基站改造等新领域，促 进通信业务的发展。 （文章来源：证券日报） 本报讯 （记者贺王娟）8月18日晚间，北京新雷能科技股份有限公司（以下简称"新雷能"）发布2025年 半年度报告，报告显示，2025年上半年公司实现营业收入5.52亿元，同比增加12.93%；归属于上市公司 股东的净利润亏损约9514万元。 新雷能主营业务是高效率、高可靠性、高功率密度电源产品的研发、生产和销售，公司的主要产品是集 成电路（IC）类产品、电源类产品、电驱、电机类产品，其电源产品广泛应用于航空、航天、船舶、通 信、数据中心等领域，报告期内以航空、航天、船舶、通信、数据中心为主。 新雷能公告披露驱动公司业绩增长的因素，一是航空、航天、船舶、铁路、激光器等高可靠特种领域发 展需要，二是通信、数据 ...

编号：2025—001 证券代码：300464 证券简称：星徽股份 广东星徽精密制造股份有限公司 投资者关系活动记录表 | | ☐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（请文字说明其他活动内容） | | 参与单位名称及人员姓 | 线上参与公司2024年度网上业绩说明会的投资者 | | 名 | | | 时间 | 2025年04月30日 15:00-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | 上市公司接待人员姓名 | 董事、总经理 蔡耿锡 董事、财务总监 吕亚丽 | | | 独立董事 吴静 | | | 董事会秘书 鲁金莲 | | 投资者关系活动主要内 | 1.公司采取什么措施来控制成本，特别是在原材料 采购和生产环节？ | | | 答:尊敬的投资者您好，在原材料采购环节，公司制 | | | 定严格的采购管理制度，通过集中统一采购、供应商分 | | 容介绍 | 级管理、推进数字化协同管理等，降低采 ...

Group 1: Financial Performance - In Q1 2025, the company achieved a total sales revenue of 4.839 billion CNY, representing a year-on-year growth of 20.56% [2] - The net profit attributable to shareholders was 640 million CNY, showing a year-on-year decline of 14.78% [2] - The gross profit margin has decreased compared to the same period last year due to three main factors: delayed defense business orders, a decline in the proportion of high-margin products, and rising raw material prices [3] Group 2: Business Segments and Growth - The defense sector is experiencing a recovery in order volume, with expectations of a significant narrowing of performance decline by mid-year [3] - The high-end manufacturing sector, particularly in the new energy vehicle and data center businesses, has seen rapid growth [4] - The company is focusing on expanding its customer base in solar energy storage, industrial, and medical sectors [4] Group 3: Operational Strategies - The company plans to enhance capacity layout and resource allocation to meet increasing demand and delivery pressures [3] - Strategic cost management and digital transformation initiatives are being implemented to improve efficiency and profitability [8] - The company is actively managing accounts receivable and inventory to enhance asset turnover and overall operational quality [9] Group 4: Future Outlook - The company anticipates significant improvements in scale and profitability in Q2 2025, with ongoing monitoring required for Q3 and Q4 [10] - The company aims to maintain a focus on growth, capability enhancement, and high-quality development throughout 2025 [10] - The data center business is expected to continue its rapid growth, driven by demand from AI servers and infrastructure development [11]

Group 1: Financial Performance - In 2024, the company's operating revenue was 922.73 million, a year-on-year decrease of 37.16% [2] - The net profit attributable to shareholders was -501 million, a decline of 617.17% compared to the previous year [3] - In Q1 2025, the operating revenue reached 233 million, showing a year-on-year growth of 16.75% [3] Group 2: Revenue Composition and Business Segments - The company's revenue is primarily derived from integrated circuits (IC), power supply products, and motor products [3] - Integrated circuits include special power management chips and motor driver chips, used in high-reliability fields such as aerospace and power generation [3] - Power supply products are utilized in various sectors, including aviation, communication, and data centers [3] Group 3: Research and Development - In 2024, R&D expenses amounted to 390.18 million, an increase of 17.41% year-on-year [2] - The focus areas for R&D in the next 3-5 years include integrated circuit micro-modules and AI device power supplies [3] - The company is actively expanding its product categories and application fields, particularly in integrated circuits and data centers [2] Group 4: Market Challenges and Strategies - The company faces challenges from insufficient downstream demand and cyclical fluctuations in the communication industry [2] - Strategies to enhance competitiveness include increasing market expansion efforts and accelerating the conversion of new research products [2] - The company plans to balance debt and equity financing to optimize its capital structure, maintaining a debt ratio below 50% historically [4] Group 5: International Business Development - In 2022 and 2023, overseas business revenue accounted for approximately 20% of total revenue, with 270 million in 2023 [3] - In 2024, overseas revenue declined to 83 million due to industry impacts [3] - The company has a subsidiary in Singapore and aims to actively expand its overseas market presence [3]