同时，华丰科技在新能源汽车领域也有新进展，开发了车载光纤连接器、低成本模块化充电插座等产 品。随着新能源汽车智能化程度不断提高，对连接器的性能要求也越来越高。华丰科技的这些新产品有 助于提升新能源汽车的智能化水平，为智能驾驶等人工智能应用在汽车领域的拓展提供了硬件支持。此 外，华丰科技在低空载人eVTOL领域开发了高压、低压电控箱产品。 华丰科技作为我国率先从事电连接器研制和生产的核心骨干企业，其连接器产品在高精尖数据传输领域 占据关键地位。在当前"人工智能+"浪潮下，数据的高速、稳定传输至关重要，华丰科技的产品为AI服 务器、数据中心交换机、核心路由器等设备提供了不可或缺的解决方案。 华丰科技相关负责人表示，公司紧抓数据中心基础设施升级、AI算力需求爆发及新能源汽车渗透率提 升三重机遇，业绩实现突破性增长。上半年，在AI服务器需求激增的背景下，华丰科技凭借前瞻性技 术布局和快速产业化能力，深度绑定头部AI服务器厂商，成功实现市场占位与规模跃升，进一步巩固 了其在人工智能产业链中的地位。 报告期内，华丰科技在超算领域持续发力，相继开发多款56G、112G背板及模组产品，并向224G持续 升级迭代。这些高速产品 ...

8月25日晚，长虹控股集团旗下上市公司——华丰科技（688629）披露了2025年半年度报告，公司紧抓 数据中心基础设施升级、AI算力需求爆发及新能源汽车渗透率提升三重机遇，业绩实现突破性增长。 上半年，华丰科技实现营业收入11.05亿元，同比增长128.26%，已超过去年全年营收水平；归属于上市 公司股东的净利润达1.51亿元，去年同期亏损1792.67万元，成功扭亏为盈，其中第二季度单季净利润 1.19亿元，创公司业绩新高。 华丰科技作为我国率先从事电连接器研制和生产的核心骨干企业，其连接器产品在高精尖数据传输领域 占据关键地位，是人工智能部署核心关键器件。在当前"人工智能 +"全面爆发的浪潮下，数据的高速、 稳定传输至关重要，华丰科技的产品为AI服务器、数据中心交换机、核心路由器等设备提供了不可或 缺的高速互连解决方案，是人工智能运行的重要基础支撑。 2025年上半年，在AI服务器需求激增的背景下，华丰科技凭借前瞻性技术布局和快速产业化能力，深 度绑定头部AI服务器厂商，成功实现市场占位与规模跃升。公司与华为、浪潮、超聚变、曙光、华 勤、中兴、新华三等设备制造商，以及阿里、腾讯、字节等互联网应用客户积极 ...

Core Viewpoint - Huafeng Technology reported significant revenue growth in 2024 and Q1 2025, driven by expansion in the server sector and new communication business capabilities [1][4]. Group 1: Financial Performance - In 2024, Huafeng Technology achieved a revenue of 1.092 billion yuan, representing a year-on-year increase of 20.83% [1]. - For Q1 2025, the company reported a revenue of 406 million yuan, a remarkable year-on-year growth of 79.82% [1]. - The net profit attributable to shareholders for Q1 2025 reached 31.81 million yuan, a substantial increase of 207.17% year-on-year [1]. - The company's non-recurring net profit for Q1 2025 was 23.05 million yuan, with an astonishing growth rate of 2253.89% [1]. Group 2: Market Position and Strategy - Huafeng Technology holds a significant position in the research, production, and sales of optical and electrical connectors, with applications in defense, communication, and automotive sectors [3]. - The company has successfully established relationships with key clients such as Huawei, ZTE, Inspur, and H3C in the high-end server market [3]. - The global AI server market is rapidly growing, with an expected increase from 125.1 billion USD in 2024 to 158.7 billion USD in 2025, and potentially reaching 222.7 billion USD by 2028 [3]. Group 3: Production Capacity and Profitability - The gross profit margin for Q1 2025 reached 27.9%, an increase of 12.2 percentage points year-on-year, attributed to the release of high-speed module production capacity [4]. - The completion of automated production lines has significantly reduced labor costs, enhancing product profit margins [4]. - The company is actively advancing its capacity enhancement plans, with the third phase of the connector industrial park nearing completion [3]. Group 4: Research and Development - In 2024, Huafeng Technology's R&D investment reached 110 million yuan, a year-on-year increase of 20.99%, maintaining R&D expenses at over 10% of sales revenue [5]. - The company applied for 68 new patents in 2024, including 23 invention patents and 44 utility model patents, and received 52 new authorized patents [5]. - Significant advancements were made in communication technology, including the development of 224G copper cable high-speed transmission technology and 112G high-density backplane products [6]. Group 5: Industry Trends and Future Outlook - The demand for high-speed backplane connectors and high-speed I/O connectors is expected to increase as server cabinets integrate more GPUs, presenting a broad market opportunity for Huafeng Technology [7]. - The company is focusing on new quality production capabilities in defense, industrial, and automotive sectors, aligning with trends in automation and smart technology [7]. - The rise of AI and the transformation in the connector industry position Huafeng Technology to capture market share and achieve sustained growth [7].