格隆汇8月21日丨博迁新材(605376.SH)公布2025年半年度报告，报告期实现营业收入5.19亿元，同比增 长18.30%；归属于上市公司股东的净利润1.06亿元，同比增长93.34%；归属于上市公司股东的扣除非经 常性损益的净利润9807.27万元，同比增长124.62%；基本每股收益0.40元。 报告期内，下游消费类电子市场需求延续2024年复苏态势，叠加AI服务器等终端设备对高性能MLCC的 需求增加，公司主营业务持续向好发展，销售产品结构明显改善。因此，公司归属于上市公司股东净利 润较去年同期上升50%以上。 ...

Performance Forecast - The company expects to achieve a net profit attributable to shareholders of between 93 million to 110 million yuan for the first half of 2025, representing an increase of 38.42 million to 55.42 million yuan compared to the same period last year, with a year-on-year growth of 70.40% to 101.55% [1][3] - The net profit after deducting non-recurring gains and losses is expected to be between 86 million to 102 million yuan, with an anticipated increase of 42.34 million to 58.34 million yuan compared to the previous year, reflecting a year-on-year growth of 96.96% to 133.61% [1][3] Previous Year Performance - In the same period last year, the net profit attributable to shareholders was 54.5774 million yuan, and the net profit after deducting non-recurring gains and losses was 43.6626 million yuan [1] Reasons for Performance Improvement - The improvement in performance is attributed to the sustained recovery in the consumer electronics market and increased demand for high-performance MLCCs driven by AI servers and other terminal devices, leading to a significant enhancement in the company's main business and product sales structure [1]