【环球网财经综合报道】近期，A股上市公司陆续披露2025年半年报。Wind数据显示，目前已有18家上市公司发布半年报，其中13家实现归属于上市公司 股东的净利润同比增长。 具体来看，长川科技上半年实现营收达21.67亿元，同比增长41.8%；净利润4.27亿元，同比增长98.73%，远超此前3.6亿至4.2亿元的预告区间。对于业绩 增长，公司表示主要是销售需求持续增长，引起本期收入的大幅增长。华西证券研报指出，封测行业景气度持续提升，行业向上拐点明显。展望全年业 绩，SOC测试机受益于大客户迭代，下半年有望开始拉货，同时积极开拓市场；高端数字测试机持续放量，叠加AOI等积极进展，全年营收有望保持高 增。 从业绩增长方面，智明达上半年营收2.95亿元，同比增长84.83%；净利润3830万元，同比暴增2147.93%。其表示，业绩增长主要系客户需求增加，订单大 幅增加，公司交付增加。智明达新增订单较上年同期大幅增长，其中弹载产品订单增幅最大，机载和其他类产品订单增幅较大，较上年同期新增AI类产 品订单。 根据已披露业绩预告的1570余家上市公司统计，分行业看，生物医药、半导体、人工智能等科技板块与稀土、黄金等资 ...

从业绩预告角度看，截至目前，A股共有1575家上市公司对外披露2025年半年度业绩预告，698家预 喜，预喜比例约为44.32%。其中，略增67家，扭亏193家，续盈6家，预增432家。已披露业绩预告的上 市公司整体较为分化。 部分公司业绩表现抢眼 长川科技2025年上半年共实现营业收入21.67亿元，同比增长41.8%；实现归属于上市公司股东的净利润 4.27亿元，同比增长98.73%。 ● 本报记者 董添 近期，A股2025年半年报陆续披露。Wind数据显示，截至7月25日17时，A股共有18家上市公司对外披 露2025年半年报，13家实现归属于上市公司股东的净利润同比增长。部分公司半年报数据超过前期业绩 预告或前期机构披露的业绩预测。 7月25日晚，包括西部矿业、博迈科在内的多家上市公司对外披露2025年半年报。 西部矿业2025年上半年共实现营业收入316.19亿元，同比增长27%；实现归属于上市公司股东的净利润 18.69亿元，同比增长15%。公司主营业务贯穿矿产全产业链，具体包括铜、铅、锌、钼、镍、铁和钒 的采选、冶炼和贸易，同时从事稀有金属（如黄金、白银）以及非金属产品的生产和贸易。 博迈科20 ...

Core Viewpoint - Guanghe Technology has commenced trial production in Thailand, with plans for official production in June 2024, driven by the growing demand for AI computing infrastructure [2] Group 1: Company Performance - Guanghe Technology expects to achieve a revenue of 3.734 billion yuan in 2024, representing a year-on-year growth of 39.43%, and a net profit of 676 million yuan, up 63.04% [2] - In Q1 2025, the company anticipates continued high growth, with revenue reaching 1.117 billion yuan and net profit of 240 million yuan, reflecting year-on-year increases of 42.41% and 65.68% respectively [2] Group 2: Product and Market Strategy - The company's product focus includes server and switch products for data centers, with a significant portion of revenue (2.705 billion yuan) coming from server PCB business, accounting for 77.7% of total revenue in 2024, and over 20% from AI-related products [3] - Guanghe Technology plans to enhance its global footprint by accelerating the production in Thailand and improving the overseas supply chain for upstream materials to mitigate market risks [2] Group 3: Operational Insights - The company has applied for a total of 418 patents and has participated in the formulation of 13 industry standards, achieving technological breakthroughs in high-layer PCB and advanced HDI products [2] - The company’s two factories in Guangzhou have added an annual production capacity of approximately 600 million yuan through technological upgrades, with total capacity expected to reach 4 billion yuan by 2025 [3] Group 4: Cost Management - In Q1, the prices of raw materials such as copper and fiberglass were affected by commodity price fluctuations, but the costs of high-speed material boards remained stable, with the company implementing measures to hedge against exchange rate and cost pressures [3]