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上市公司动态 | 科大讯飞预计上半年亏损减半,赛力斯上半年净利预增66%-97%,药明康德预计上半年净利增四成
Sou Hu Cai Jing· 2025-07-10 15:46
Group 1 - iFlytek expects a significant reduction in losses for the first half of 2025, with projected revenue growth of 15%-20% and net profit growth of 30%-50% compared to the same period last year [1][2] - The company anticipates a gross profit increase of over 600 million yuan, with total sales receipts around 10.3 billion yuan, reflecting a year-on-year increase of approximately 1.3 billion yuan [1][2] - iFlytek's strategic focus on artificial intelligence and continuous investment in R&D, which constitutes about 20% of revenue, has led to healthy growth in its core business, particularly in the consumer sector [2][3] Group 2 - Seres expects a net profit increase of 66.20% to 96.98% for the first half of 2025, with projected net profit between 2.7 billion to 3.2 billion yuan [4] - The company's performance is attributed to its commitment to a software-defined vehicle strategy and the successful launch of new products in the second quarter of 2025 [4] Group 3 - WuXi AppTec anticipates a 44.43% increase in adjusted net profit for the first half of 2025, with expected revenue of approximately 20.8 billion yuan, a year-on-year growth of about 20.64% [5][6] - The growth is driven by the company's focus on its integrated CRDMO business model and the successful sale of part of its stock in WuXi XDC Cayman Inc., contributing an estimated gain of 3.21 billion yuan [6] Group 4 - China Shipbuilding expects a net profit increase of 98.25% to 119.49% for the first half of 2025, with projected net profit between 2.8 billion to 3.1 billion yuan [10] - The company has benefited from improved order structures and effective cost control, leading to significant revenue growth [10] Group 5 - Huadian Power anticipates a net profit increase of 62.62% to 70.22% for the first half of 2025, with projected net profit between 642 million to 672 million yuan [20] - The growth is attributed to effective cost reduction strategies and stable production processes [20] Group 6 - Lotus Holdings expects a net profit increase of 58.67% to 68.59% for the first half of 2025, with projected net profit between 160 million to 170 million yuan [21] - The company's new product development and sales have shown significant results, particularly in the new retail sector [21] Group 7 - Dongyangguang anticipates a net profit increase of 157.48% to 192.81% for the first half of 2025, with projected net profit between 583 million to 663 million yuan [28] - The company is accelerating its strategic layout in the intelligent computing and humanoid robot sectors, which has begun to yield revenue [28] Group 8 - Walden Materials expects a net profit of 545 million to 587 million yuan for the first half of 2025, reflecting a year-on-year growth of 30% to 40% [29] - The growth is driven by increased market demand across various product lines, including electronic materials and new energy vehicles [29] Group 9 - Sanmei Holdings anticipates a net profit increase of 146.97% to 171.67% for the first half of 2025, with projected net profit between 948 million to 1.042 billion yuan [30] - The company benefits from a favorable competitive landscape and rising demand for its fluorinated refrigerants [30]
科大讯飞: 2025年半年度业绩预告
Zheng Quan Zhi Xing· 2025-07-10 12:17
证券代码:002230 证券简称:科大讯飞 公告编号:2025-024 科大讯飞股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有 虚假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 (一)业绩预告期间 (二)业绩预告情况 预计净利润为负值 项 目 本报告期 上年同期 归属于上市公司 亏损:-28,000 万元~-20,000 万元 亏损:-40,066.56 万元 股东的净利润 比上年同期增长:30.12%~50.08 % 扣除非经常性损 亏损:-40,000 万元~-32,000 万元 亏损:-48,309.89万元 益后的净利润 比上年同期增长:17.20% ~33.76% 基本每股收益 亏损:-0.1211 元/股~- 0.0865 元/股 亏损:-0.1736 元/股 二、与会计师事务所沟通情况 公司已就业绩预告有关事项与会计师事务所进行了预沟通,公司与会计师事务所在业 绩预告方面不存在分歧。本次业绩预告未经过注册会计师预审计。 三、业绩变动原因说明 报告期内,公司踏踏实实推进长期、可持续、高质量发展,并保持了经营的良性健康 发展。预计营业收入、毛利较上年同期增长 15 ...
科大讯飞:2025年上半年业绩预增超预期,归母净利润同比增长30%-50%
Xin Lang Ke Ji· 2025-07-10 12:13
市场层面,根据《中国大模型中标项目监测与洞察报告(2025年Q2》,科大讯飞中标项目数量、中标 金额在2025年第二季度实现双第一。(文猛) 新浪科技讯 7月10日晚间消息,科大讯飞发布2025年半年度业绩预告,预计实现营业收入同比增长 15%-20%,归母净利润同比增长30%-50%,扣非净利润增长17%-34%。报告期内,公司经营活动现金流 净额同比提升超7亿元,增幅约50%;销售回款总额达103亿元,同比增长13亿元。 责任编辑:何俊熹 科大讯飞称,公司踏实推进长期、可持续、高质量发展,并保持了经营的良性健康发展。业绩增长主要 源于公司积极抢抓通用人工智能的历史新机遇,继续保持面向未来抢占人工智能根红利的战略投入,研 发投入占营业收入比重约20%;同时,源头技术驱动的战略布局成果不断显现,核心业务呈现出健康发 展的势头,特别是TO C业务继续保持快速增长。 报告期内,基于"讯飞星火大模型"的AI硬件在"618"电商节销量同比增长42%;其中,科大讯飞AI学习 机连续三年位居京东及天猫"618"全周期销售额榜首,2025年半年度收入保持翻番增长。 此外,公司4月20日再次升级的讯飞深度推理70B大模型星火 ...
教育早餐荟 | 2025年北京高招录取分数线公布;一企业违法宣传“高考志愿规划师”速成培训被查
Bei Jing Shang Bao· 2025-06-26 02:07
Group 1 - Beijing's 2025 college admission minimum control scores have been announced, with the ordinary undergraduate score set at 430 points and special type admissions at 519 points [1] - The distribution of scores for the 2025 college entrance examination in Beijing shows that 113 students scored above 698 points, while 11,883 students scored above 600 points [2] - A technology company in Beijing is under investigation for illegal advertising related to "college volunteer planning teacher" fast-track training, misleading potential students about job prospects [3] Group 2 - BOSS Zhipin plans to raise approximately HKD 22.613 billion through an IPO in Hong Kong, offering up to 30 million new shares at a price range of HKD 78 per share [4] - Sheng Tong Co. announced the cancellation of repurchased shares, reducing its registered capital from 538 million yuan to 533 million yuan, following the expiration of unused repurchased shares [5] - Keda Xunfei has updated its AI learning machine with three core functions and introduced a new self-developed curriculum system, enhancing its educational offerings [6] - New Oriental has established a new intelligent technology company, focusing on AI application software development and educational consulting services [7]
科大讯飞AI硬件2025年618销售额同比增长42%
news flash· 2025-06-19 00:38
科大讯飞(002230)AI硬件2025年618销售额同比2024年同期增长42%,搭载了讯飞星火的科大讯飞AI 学习机、智能办公本、翻译机、AI录音笔、AI会议耳机蝉联5个品类销售额冠军。(科大讯飞) ...
OpenAI以65亿美元收购Jony Ive的io背后,软硬件结合的AI原生硬件公司正在崛起
3 6 Ke· 2025-06-17 23:51
近期,硅谷的两条新闻引人注意:OpenAI以65亿美元的价格收购了前苹果硬件设计负责人Jony Ive的公司io,目标是为 OpenAI 打造一系列硬件产品; OpenAI前CTO打造的90亿美元估值新公司Thinking Machines的首个产品疑似曝光,一台专为AI训练打造的"手动调参仪表盘"硬件。 软硬件结合的AI终端产品,一直是科技公司着力发展的方向,从苹果的Siri和百度的小度音箱开始,它就在发展。 但是那个时代,AI的"智力"还不足,不具备真正的理解能力和思考能力,也不能泛化;这就导致当时的智能设备,在与人的交互上,很"死板"。 另一个问题是,这些硬件的易用性较差,要么没有显示能力,要么显示效果差,还是那个问题,如果AI原生硬件体验不如有AI功能的手机好,那它的存 在意义是什么? 硅谷的AI原生硬件创业公司,除了以上问题外,它们还面临供应链和成本的问题,以及这两个因素导致的高价格。 AI原生硬件普及面临几大问题 大语言模型的发展,使得人工智能助理成为可能,而多模态的大语言模型,使得人机交互从GUI(键盘,鼠标,触摸)向多模态交互转变。 交互的变革会带来硬件载体的变革,科技公司们都在追求打造全新的 ...
2025年高考,AI学习机上了大分
Quan Jing Wang· 2025-06-10 07:15
高考后多家媒体针对语数外三科的深度推理模型答题横评中,科大讯飞旗下讯飞星火X1深度推理大模型,更是超 越一众主流模型,实现 综合 答题效果第一,以绝对优势稳居大模型高考答题的第一梯队,成为 2025 年最会高考 同时也是最懂高考的国产大模型。 底座模型技术领先,只是科大讯飞 AI 学习机能够精准押中高考原题的原因之一。在 AI 赋能教育的过程中,技术 只是影响因素之一,但更核心的仍然是对教育的理解和积累。大模型本身的能力、学习资源的多少,只是衡量学 习机好坏的标准之一,而非决定因素。 2025年高考终于落下帷幕。和往年相比,AI在高考中的浓度越来越高。AI对于高考的介入,不只是高考结束后各 家AI大模型在答题中的比拼,更是深入到高考从考场、阅卷、打分乃至学生的日常学习之中。 今年4月份,教育部等九部门联合印发《关于加快推进教育数字化的意见》,强调全面推进智能化,促进 人工智 能 助力教育变革。意见中特别提到,要推动课程、教材、教学数字化变革,核心目的就是利用人工智能来赋能教 育,尤其是"通过智能学伴、数字导师等探索人机协同教学新模式,实现人工智能驱动的大规模因材施教,提高教 育教学效率和质量。" 这正是近年来 ...
安徽合肥:文明一座城,向上新力量
Huan Qiu Wang· 2025-06-10 06:37
来源:人民网 合肥,再迎一场国字号盛会。 6月10日,以"汇聚网络正能量 引领时代新风尚"为主题,2025年中国网络文明大会在合肥开幕。 值得一提的是,这也是该"国字号"大会首次在长三角及中部地区举办。 网络空间是亿万民众共同的精神家园。网络文明是新形势下社会文明的重要内容,是建设网络强国的重 要领域。 务区。合肥市委宣传部供图 作为长三角城市群副中心城市,合肥也可谓因"网"而红:"产投之城""芯屏汽合、急终生智""双万城 市"(万亿GDP、千万人口)等一众网络热词频频"出圈"。 细究上述热词,根植的是合肥"科里科气"的科创气质。科创赋能合肥高质量发展,又因"网"生发出向 新、向善的力量。 这种"化学反应"何来?答案,深嵌于巢湖之滨的城市肌理。 向善之城 网络空间的文明,源自一城向善的主流价值观。 作为连续四届的全国文明城市,"善"是合肥流淌的血脉。全国道德模范、中国好人数量领跑全省、位居 全国前列,汇聚向善力量,"好人之城"便是注脚。 流量向善,方能长流。合肥深谙此理。 线上,以"评"善之力引领精神。安徽首个市级融媒体网评栏目"皖中评"五载耕耘,2500余篇评论、超2 亿阅读量,汇聚专家、学者、青年才俊,发 ...