据证券之星公开数据整理，近期天孚通信（300394）发布2025年中报。截至本报告期末，公司营业总收 入24.56亿元，同比上升57.84%，归母净利润8.99亿元，同比上升37.46%。按单季度数据看，第二季度 营业总收入15.11亿元，同比上升83.34%，第二季度归母净利润5.62亿元，同比上升49.64%。本报告期 天孚通信公司应收账款体量较大，当期应收账款占最新年报归母净利润比达87.33%。 本次财报公布的各项数据指标表现一般。其中，毛利率50.79%，同比减12.09%，净利率36.62%，同比 减13.07%，销售费用、管理费用、财务费用总计5659.96万元，三费占营收比2.3%，同比增51.3%，每股 净资产6.03元，同比减4.67%，每股经营性现金流0.78元，同比减9.76%，每股收益1.16元，同比增 37.11% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 15.56亿 | 24.56亿 | 57.84% | | 归母净利润(元) | 6.54Z | 2666'8 | 37.46 ...

今天上午，AI算力行情分化，寒武纪、胜宏科技（300476）、工业富联（601138）等龙头股调整，天孚通信（300394）大涨，剑桥科技（603083）涨 停。 多只业绩向好股上涨 上市公司中报披露进入最密集阶段，昨日晚间，多只行业龙头股或人气股的中报业绩引发市场热议。 上午一开盘，华为概念股拓维信息直线拉升，用时6分钟，股价涨停。昨日晚间，拓维信息披露中报，公司上半年实现营业收入13.06亿元，同比下降 24.42%；归母净利润为7880.59万元，同比增长2262.83%。 天孚通信上午上涨14.84%，股价创历史新高，最新市值为1154.9亿元。昨日晚间，天孚通信披露中报，上半年，公司实现营业收入24.56亿元，同比增长 57.84%；实现归母净利润8.99亿元，同比增长37.46%。对于业绩增长原因，公司表示，报告期内，人工智能行业加速发展，全球数据中心建设带动了高速 光器件产品需求的持续稳定增长，进而带动公司有源和无源产品线营收增长。 华为概念表现活跃，龙头股拓维信息（002261）（002261）开盘仅6分钟，股价就涨停，上午成交额为49.56亿元。游戏、农林牧渔、化工、美容护理等板 块上涨。 ...

中报业绩披露，进入高峰期！ 8月25日晚间，长城军工、涛涛车业、天孚通信、大元泵业、舒泰神、华通线缆、拓维信息等多只大牛股披露了中报业绩。 此外，高德红外、阳光电源、立讯精密、安集科技、纳睿雷达、沃尔核材、新易盛、凯莱英等多个行业的龙头公司，也纷纷披露了上半年业绩。其中，高德 红外上半年净利同比增长超900%。 来看详细报道！ 多只大牛股披露半年报 长城军工25日晚披露半年报，公司上半年实现营业收入6.99亿元，同比增长29.55%，归母净利润亏损2740万元，上年同期亏损3963万元。报告期，公司 主要产品结构变化及销售规模有所上升，军品营业收入同比增长33.07%，产品综合毛利率比上年同期提升 2.71个百分点。二级市场上，长城军工的股价今 年以来大涨428%。 涛涛车业发布半年报，公司上半年实现营业收入17.13亿元，同比增长23.19%。其中，智能电动低速车销售收入为11.52亿元，同比增长30.65%；特种车销 售收入为4.90亿元，同比增长8.22%。上半年，公司的归母净利润为3.42亿元，同比增长88.04%。公司拟每10股派发现金红利15元（含税）。报告期内， 公司优化资源配置，拓展市场空间， ...

26日早盘，创业板人工智能逆市上涨续创新高！成份股热度高企，受强业绩提振，光模块龙头天孚通信 冲击20CM涨停！其次，AI应用逆市活跃，润和软件大涨超9%，软通动力、创意信息、诚迈科技、中 文在线、亿联网络等多股逆市上涨超3%。 注：统计区间为2025.4.8-2025.8.25，创业板人工智能指数基日为2018.12.28，发布日期为2024.7.11。创 业板人工智能指数2020-2024年年度涨跌幅分别为：20.1%、17.57%、-34.52%、47.83%、38.44%，指数 成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。 把握算力+应用核心机会，建议重点关注全市场首只的创业板人工智能ETF华宝（159363）及场外联接 （A类023407、C类023408），标的指数约七成仓位布局算力，三成仓位布局AI应用，高效捕捉AI主题 行情，并且重点布局光模块龙头"易中天"，光模块含量超41%。 截至2025.8.25，创业板人工智能ETF（159363）最新规模超32亿元创上市新高，近1个月日均成交超3亿 元，在跟踪创业板人工智能指数的6只ETF中排行第一。 数据来源：沪深交易所 ...

Group 1: Company Performance Highlights - Changcheng Military Industry reported a revenue of 699 million yuan, a year-on-year increase of 29.55%, but a net loss of 27.4 million yuan, improving from a loss of 39.63 million yuan in the previous year [3] - Taotao Vehicle achieved a revenue of 1.713 billion yuan, up 23.19%, with a net profit of 342 million yuan, a significant increase of 88.04% [3] - Tianfu Communication's revenue reached 2.456 billion yuan, growing by 57.84%, and a net profit of 899 million yuan, up 37.46% [4] - Dayuan Pump Industry reported a revenue of 965 million yuan, a 14.55% increase, but a net profit decline of 27.99% to 101 million yuan [4] - Shutaishen's revenue fell to 126 million yuan, down 31.14%, with a net loss of 24.64 million yuan [5] - Jinfake Technology's revenue was 31.636 billion yuan, up 35.5%, with a net profit of 585 million yuan, a 54.12% increase [5] - Inner Mongolia First Machinery's revenue was 5.727 billion yuan, a 19.62% increase, with a net profit of 290 million yuan, up 9.99% [6] - Huadong Cable's revenue reached 3.425 billion yuan, a 12.95% increase, but a net profit decline of 29.3% to 138 million yuan [6] - Tuowei Information reported a revenue of 1.306 billion yuan, down 24.42%, but a net profit increase of 2262.83% to 78.81 million yuan [7] Group 2: Industry Leaders' Performance - Gaode Infrared reported a revenue of 1.934 billion yuan, up 68.24%, with a net profit of 181 million yuan, a remarkable increase of 906.85% [9] - Xinyi Technology achieved a revenue of 10.437 billion yuan, a 282.64% increase, with a net profit of 3.942 billion yuan, up 355.68% [9] - Sunshine Power's revenue was 43.533 billion yuan, a 40.34% increase, with a net profit of 7.735 billion yuan, up 55.97% [9] - Nairui Radar reported a revenue of 155 million yuan, up 112.84%, with a net profit of 56.946 million yuan, an increase of 866.97% [10] - Luxshare Precision's revenue reached 124.503 billion yuan, a 20.18% increase, with a net profit of 6.644 billion yuan, up 23.13% [11] - Anji Technology's revenue was 1.141 billion yuan, up 43.17%, with a net profit of 376 million yuan, a 60.53% increase [11] - Wolong Nuclear Materials reported a revenue of 3.945 billion yuan, a 27.46% increase, with a net profit of 558 million yuan, up 33.06% [12] - Kailaiying's revenue was 3.188 billion yuan, an 18.20% increase, with a net profit of 617 million yuan, up 23.71% [12] - Lens Technology reported a revenue of 32.96 billion yuan, a 14.18% increase, with a net profit of 1.143 billion yuan, up 32.68% [13]

Core Viewpoint - The article highlights the mid-year performance disclosures of several leading companies across various industries, showcasing significant revenue and profit growth for many, while also noting some companies facing challenges. Group 1: Company Performance - Changcheng Military Industry reported a revenue of 699 million yuan, a year-on-year increase of 29.55%, but a net loss of 27.4 million yuan, an improvement from a loss of 39.63 million yuan in the previous year [2] - Taotao Vehicle achieved a revenue of 1.713 billion yuan, up 23.19%, with a net profit of 342 million yuan, a growth of 88.04% [2] - Tianfu Communication's revenue reached 2.456 billion yuan, a 57.84% increase, with a net profit of 899 million yuan, up 37.46% [3] - Dayuan Pump's revenue was 965 million yuan, a 14.55% increase, but net profit decreased by 27.99% to 101 million yuan [3] - Shutaishen reported a revenue of 126 million yuan, down 31.14%, with a net loss of 24.64 million yuan [4] - Jinfake Technology's revenue was 31.636 billion yuan, a 35.5% increase, with a net profit of 585 million yuan, up 54.12% [4] - Inner Mongolia First Machinery Group reported a revenue of 5.727 billion yuan, a 19.62% increase, with a net profit of 290 million yuan, up 9.99% [5] - Huadong Cable's revenue was 3.425 billion yuan, a 12.95% increase, but net profit fell by 29.3% to 138 million yuan [5] - Tuowei Information's revenue was 1.306 billion yuan, down 24.42%, but net profit surged by 2262.83% to 78.81 million yuan [6] Group 2: Industry Leaders - Gaode Infrared reported a revenue of 1.934 billion yuan, a 68.24% increase, with a net profit of 181 million yuan, up 906.85% [7] - Xinyi Technology achieved a revenue of 10.437 billion yuan, a 282.64% increase, with a net profit of 3.942 billion yuan, up 355.68% [7] - Sunshine Power's revenue was 43.533 billion yuan, a 40.34% increase, with a net profit of 7.735 billion yuan, up 55.97% [7] - Nairui Radar reported a revenue of 155 million yuan, a 112.84% increase, with a net profit of 56.946 million yuan, up 866.97% [8] - Lixun Precision's revenue reached 124.503 billion yuan, a 20.18% increase, with a net profit of 6.644 billion yuan, up 23.13% [9] - Anji Technology's revenue was 1.141 billion yuan, a 43.17% increase, with a net profit of 376 million yuan, up 60.53% [9] - Wolong Material's revenue was 3.945 billion yuan, a 27.46% increase, with a net profit of 558 million yuan, up 33.06% [10] - Kailaiying's revenue reached 3.188 billion yuan, an 18.20% increase, with a net profit of 617 million yuan, up 23.71% [10]

人民财讯8月25日电，天孚通信（300394）8月25日晚间披露半年报，2025年上半年公司实现营业收入 24.56亿元，同比增长57.84%；归母净利润8.99亿元，同比增长37.46%；基本每股收益1.158元；拟每10 股派发现金红利5元(含税)。报告期内，人工智能行业加速发展，全球数据中心建设带动了高速光器件 产品需求的持续稳定增长，进而带动公司有源和无源产品线营收增长。 ...

Group 1 - Beijing has released its first 6G industry-specific policy to promote the development of the 6G industry, leveraging its advantages in education, research institutions, and high-tech enterprises [1] - The policy includes 10 measures focusing on five key areas: 6G technology standard research, core product development, pilot service capabilities, scenario application empowerment, and integrated innovation ecosystem [1] - The 6G industry is expected to enter the commercialization phase after 2029, with 2025 being a pivotal year for standard formulation [2] Group 2 - Major technology companies are competing to secure core technology in the ongoing breakthroughs in 6G technology, with the Chinese government increasing support for future industries [2] - Tianfu Communication is experiencing stable growth in demand for its high-speed optical devices, leading to revenue growth in both active and passive product lines [3] - Guomai Technology is positioning itself as a leading provider of information and communication technology outsourcing services, focusing on IoT technology services and emerging industries like 6G [3] - Jibite is recognized for its strong competitive advantages in the network gaming sector during the 4G and 5G eras, excelling in R&D, creativity, and IP development [3]

重要的消息有哪些 央行将于周一公布4月1/5年期贷款市场报价利率 白宫将成立工作组，紧急处理对中国加征关税危机 据央视新闻，当地时间4月18日，美国哥伦比亚广播公司报道称，多名消息人士透露，由于特朗普政府对中国商品加征的畸高关税将导致供应链危机，特朗普 政府内部已开始讨论组建一个工作组，以便在未能与中国政府谈判取得突破的情况下紧急处理这些问题。 消息人士称，目前有关成立该小组的具体情况还未敲定任何细节，但工作组可能包括副总统万斯、财政部长贝森特、商务部长卢特尼克、白宫国家经济委员 会主任凯文·哈西特、白宫经济顾问委员会主席斯蒂芬·米兰和美国贸易代表贾米森·格里尔。 美宣布对中国海事、物流和造船领域301调查的最终措施 中国商务部：敦促美方尽早纠正错误做法 有记者问：4月17日，美国贸易代表办公室宣布对中国海事、物流和造船领域301调查的最终措施。请问商务部有何回应？商务部答：中方敦促美方尊重事实 和多边经贸规则，遵守市场经济和公平竞争原则，停止"甩锅推责"，尽早纠正错误做法。 希音、Temu告知美国消费者4月25日起涨价：关税变化导致运营成本上升 受美国关税政策影响，两家知名电商平台即将调整美国地区价格。近日 ...