Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 3.703 billion yuan and a net profit attributable to shareholders of 162 million yuan [1] - In Q2 2025, the company reported operating revenue of 1.960 billion yuan, a year-on-year increase of 3.82%, and a net profit attributable to shareholders of 84.34 million yuan, a year-on-year increase of 65.12% [1] - The company's R&D investment in the first half of 2025 reached approximately 323 million yuan, accounting for 8.73% of the operating revenue [1] Group 2: R&D and Innovation - The company has maintained an average R&D investment of no less than 8% of operating revenue over the past three years [1] - As of June 30, 2025, the company has applied for a total of 4,782 patents, with over 60 patents obtained for high-end MLCC products [1] - The company is focusing on the development of core materials, including magnetic, polymer, ceramic, functional composite, and thermal materials, which will enhance product performance [1] Group 3: AI and Smart Hardware - The company is actively diversifying into the AI sector, leveraging its technological advantages in RF connectivity, wireless charging, and precision structures to provide solutions for AI-related smart hardware products [2] - The company's products meet the communication, connection, and power supply needs of AI-enabled devices such as smartphones, laptops, and smart glasses [2] - There is a growing demand for high-end MLCC products in the AI server market, and the company plans to develop a series of high-end MLCC products for this sector [2] Group 4: UWB Technology - The company possesses rich technical reserves and patent layouts in UWB technology, offering comprehensive solutions including antennas, modules, and development boards [3] - UWB products have been successfully applied in AI terminals, including smart car keys, smart locks, and smart medical devices [3] - The company aims to expand its applications in smart cars, IoT, and humanoid robots [3]

8月14日晚，信维通信(300136.SZ)发布2025年半年度报告。公告显示，公司上半年实现营业收入37.03亿元；实现归母净利润1.62亿元。2025年第二季度，公司单季度实现营业收入19.60 信维通信对研发的重视一以贯之。数据显示，公司近三年的研发资源投入平均不低于营业收入8%。2025年，公司在研发上的投入力度依旧不减，仅上半年研发投入就达约3.23亿元，占同期营业 持续加码研发创新，深化产品专利布局 随着AI技术的快速发展，信维通信积极在AI领域进行多元化布局，捕捉新的业务增长点，助力公司在科技行业的激烈竞争中实现持续发展。在智能硬件方面，公司充分利用自身在射频连接、无 在智能手机、笔记本电脑、平板电脑、智能眼镜、手表、耳机等终端产品中，信维通信的产品能够满足这些设备在AI功能实现过程中对通信、连接、供电等方面的需求。以智能耳机为例，公司的 随着AI服务器等新兴领域的发展，高容、宽温等高端MLCC产品有明显的需求增长，信维通信将逐步形成AI服务器高端MLCC产品系列化布局。根据公司此前在投资者互动平台的回复，现阶段，高 公告显示，公司在UWB业务方面拥有丰富的技术储备及专利布局，可为客户提供天线+ ...

8月14日，信维通信披露2025年半年报显示，公司上半年实现营业收入37.03亿元，同比下降1.15%；归 母净利润1.62亿元，同比下降20.18%。尽管上半年整体业绩有所下滑，但第二季度表现亮眼，单季度营 收19.6亿元，同比增长3.82%；归母净利润8434万元，同比大幅增长65.12%，扣非净利润6344万元，同 比增长84.28%，展现出强劲的复苏势头。 在核心业务方面，信维通信的天线业务继续保持行业领先地位，无线充电业务则受益于智能手机、可穿 戴设备及智能汽车对Qi2.x等标准无线充电模块的需求增长，市场渗透率持续提升。精密结构件业务也 随着客户新机型的导入和大客户订单的放量，实现稳定增长。此外，公司在越南和墨西哥的海外生产基 地进一步强化了全球化布局，为未来业务拓展奠定基础。 在新兴业务领域，信维通信取得了显著突破。LCP模组及毫米波天线已成功应用于北美大客户，并拓展 至智能汽车和商业卫星通信市场；UWB模组在智能汽车钥匙、物联网设备等领域广泛应用，并逐步向 人形机器人等新兴场景延伸；高端MLCC产品通过大客户测试并进入量产阶段，专利储备超过60项，未 来有望在智能汽车和AI服务器市场占据更大份 ...

Core Insights - The company reported a revenue of 8.744 billion yuan for 2024, representing a year-on-year growth of 15.85% [2] - The net profit attributable to shareholders reached 662 million yuan, an increase of 26.89% compared to the previous year [2] - The net profit excluding non-recurring gains and losses was 538 million yuan, up by 22.31% year-on-year [2] R&D and Innovation - The company invested approximately 708 million yuan in R&D, accounting for 8.10% of its total revenue for 2024 [2] - As of the end of 2024, the company had applied for a total of 4,782 patents, with 814 new applications in 2024 [2] - The new patents included 267 for 5G antennas, 11 for LCP, 23 for UWB, 32 for WPC, 18 for BTB connectors, 41 for MLCC, and 271 for acoustic structures [2] Product Development - The company is actively developing products such as flexible reconfigurable antennas, satellite communication phased array antennas, and millimeter-wave radar gap waveguide antennas [3] - In the wireless charging sector, the company has developed technologies for NFC wireless charging and Qi2.0/Ki [3] - The company has achieved full-chain coverage from materials to modules for low-loss, high-precision antenna solutions, entering the North American customer supply chain [3] Market Position and Demand - The company is focusing on high-end passive components, with high-end MLCC products passing major customer tests and gradually entering mass production [3] - There is a noticeable demand growth for high-end MLCC products driven by emerging fields such as AI servers, leading to a strategic layout for high-end MLCC product series [3]