Core Viewpoint - The company has demonstrated significant growth in both revenue and net profit in the first half of the year, driven by its internationalization strategy and strong domestic market presence [1][2]. Financial Performance - The company achieved operating revenue of 443 million yuan, representing a year-on-year increase of 18.66% [1] - The net profit attributable to shareholders reached 34.30 million yuan, up 36.52% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 32.97 million yuan, reflecting a 50.21% year-on-year growth, indicating a faster profit growth rate compared to revenue [1] International Strategy - The company's internationalization strategy has shown significant results, with overseas revenue continuing to grow and accounting for over 60% of total revenue [1] - The gross margin for foreign business has improved to 28.97% [1] - The company exports products to over 40 countries and regions globally, including Europe, North America, Asia, and Oceania, with steady growth in overseas orders [1] Domestic Market Position - The company maintains a strong and stable market share in the domestic oil and gas valve market, particularly with specific high-pressure valve models [1] - Ongoing collaboration with major domestic companies, such as China National Petroleum Corporation, allows the company to participate in national energy strategy projects, contributing to robust internal growth momentum [1] Capacity Expansion - The company is promoting convertible bond financing to implement a flexible production line for valves and related technical upgrades, aiming for an annual production capacity of 25,000 oil and gas valves and 3,558 tons of castings [2] - The company is also expanding into strategic emerging sectors like new energy and aerospace, with products such as drone landing gear and engine assembly tools [2] Stock Performance - As of August 21, the company's stock closed at 30.02 yuan per share [3]

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [5] Core Views - The mechanical components processing industry is expected to benefit from global industrial iteration and domestic demand expansion, with mechanical component exports likely to continue growing [6] - The company reported a year-on-year increase of 37% in net profit attributable to shareholders for the first half of 2025, driven by capacity release and the consolidation of Byang Precision's aviation business expansion [5][7] - The company is positioned as a significant supplier in the global equipment manufacturing sector, with a comprehensive and competitive industrial system in mechanical components processing [6] Financial Performance - For the first half of 2025, the company achieved revenue of 443 million yuan (up 19% year-on-year) and a net profit of 34.3 million yuan (up 37% year-on-year) [7] - The revenue for Q2 2025 was 261 million yuan (up 17% year-on-year and up 43% quarter-on-quarter), with a net profit of 18.79 million yuan (up 8% year-on-year and up 21% quarter-on-quarter) [7] - The company’s revenue from oil and gas fluid control equipment and components increased by 19% year-on-year, while revenue from the aviation sector surged by 48% year-on-year [7] Profit Forecast and Valuation - The forecasted net profits for the company from 2025 to 2027 are 95 million yuan, 111 million yuan, and 128 million yuan, respectively, corresponding to price-to-earnings ratios of 34.9, 29.9, and 25.7 times [5][8] - The company is expected to maintain a robust growth trajectory, with projected revenue growth rates of 13.20% in 2025, 13.71% in 2026, and 13.81% in 2027 [8]

证券日报网讯 8月20日晚间，优机股份发布公告称，报告期内公司实现营业收入443，194，064.69元， 同比增长18.66%；归属于上市公司股东的净利润为34，303，173.30元，同比增长36.52%。 （文章来源：证券日报） ...

Core Viewpoint - Sichuan Youji Industrial Co., Ltd. reported significant growth in its operating performance for the first half of 2025, driven by a strategy of simultaneous development in international and domestic markets, focusing on technological innovation and quality control [1][2]. Financial Performance - The company achieved operating revenue of 443 million yuan, a year-on-year increase of 18.66% - Net profit attributable to shareholders reached 34.3 million yuan, up 36.52% - Net profit after deducting non-recurring gains and losses was 32.97 million yuan, reflecting a growth of 50.21% - As of June 30, 2025, the net assets attributable to shareholders were approximately 621 million yuan, an increase of 1.87% compared to the end of 2024 [1]. Research and Development - R&D investment amounted to 20.43 million yuan, representing a year-on-year increase of 26.25% - The company and its subsidiaries obtained 1 invention patent, 11 utility model patents, and 2 design patents during the reporting period - Total patents held by the company and its subsidiaries reached 175, including 20 invention patents as of June 30, 2025 [2]. Future Plans - The company plans to raise up to 120 million yuan through a convertible bond issuance to fund the implementation of an intelligent flexible production line for valves and related technical renovation projects - The expected production capacity post-project completion includes 25,000 oil and gas valves and 3,558 tons of castings annually to meet market demand for customized equipment and components [2]. Industry Outlook - The customized machinery industry in China benefits from a complete industrial chain and cost advantages, suggesting a promising future for companies like Sichuan Youji in the non-standard or customized machinery equipment sector as global division of labor continues to evolve [3].

证券日报网讯 8月20日晚间，优机股份发布公告称，公司第六届监事会第十次会议审议通过了《关于公 司2025年半年度报告及半年度报告摘要的议案》《2025年半年度募集资金存放、管理与实际使用情况的 专项报告》。 （文章来源：证券日报） ...

证券日报网讯 8月20日晚间，优机股份发布公告称，公司第六届董事会第二十次会议审议通过了《关于 公司2025年半年度报告及半年度报告摘要的议案》等多项议案。 （文章来源：证券日报） ...

开源证券股份有限公司关于四川优机实业股份有限公司 提供担保的核查意见 二、本次担保履行的审批程序 公司于2025年8月19日召开的第六届董事会第二十次会议审议通过了《关于为 四川精控阀门制造有限公司向兴业银行股份有限公司德阳分行申请授信提供担保的 议案》《关于为四川精控阀门制造有限公司向中国建设银行股份有限公司广汉支行 申请授信提供担保的议案》。本次担保事项无需提交股东会审议。 三、保荐机构核查意见 开源证券股份有限公司(以下简称"开源证券"或"保荐机构")作为四川优机实 业股份有限公司〈以下简称"优机股份"或"公司")持续督导的保荐机构,根据《北 京证券交易所股票上市规则》《北京证券交易所证券发行上市保荐业务管理细则》等相 关规定，对公司向子公司提供担保事项进行了审慎核查，具体情况如下: 一、本次担保的具体情况 1、公司控股子公司四川精控阀门制造有限公司（以下简称"精控阀门"）拟 向兴业银行股份有限公司德阳分行(以下简称"兴业银行德阳分行")申请本金金 额不超过人民币4,000万元的综合授信,期限不超过12个月。公司在精控阀门申请 的该项授信额度范围内提供连带责任保证担保。 2、精控阀门拟向中国建设银行股份 ...

证券代码：833943 证券简称：优机股份 公告编号：2025-069 四川优机实业股份有限公司 2025 年半年度募集资金存放、管理与实际使用情况的 专项报告 2022 年 5 月 24 日，经中国证券监督管理委员会《关于同意四川优机实业 股份有限公司向不特定合格投资者公开发行股票注册的批复》（证监许可 [2022]1082 号）的核准，公司已公开发行人民币普通股股票 1,295.3368 万股 （超额配售选择权行使后）。 本次每股发行价格为 7.00 元，募集资金总额 90,673,576.00 元，募集资 金净额为 74,687,257.42 元。公司实际收到的募集资金 82,313,765.57 元（含 部分未划转发行费用）已由东莞证券股份有限公司于 2022 年 6 月 16 日、2022 年 7 月 25 日存入公司开立的中国光大银行股份有限公司成都蜀汉路支行（银 行账号 39870180805227505）。 上述募集资金的到位情况，经信永中和会计师事务所（特殊普通合伙）审 验，并出具报告文号为"XYZH/2022CDAA50211"的验资报告和报告文号为 "XYZH/2022CDAA50231 ...

为子公司提供担保的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 一、担保情况概述 （一）担保基本情况 证券代码：833943 证券简称：优机股份 公告编号：2025-070 四川优机实业股份有限公司 （二）是否构成关联交易 本次交易不构成关联交易。 （三）决策与审议程序 本次担保事项不涉及关联交易，公司于 2025 年 8 月 19 日召开的第六届董 事会第二十次会议审议通过了《关于为四川精控阀门制造有限公司向兴业银行 股份有限公司德阳分行申请授信提供担保的议案》《关于为四川精控阀门制造 有限公司向中国建设银行股份有限公司广汉支行申请授信提供担保的议案》 议案表决结果：同意 9 票；反对 0 票；弃权 0 票；与会董事无需回避对该 议案的表决，本议案无需提交股东会审议。 二、被担保人基本情况 1、公司控股子公司四川精控阀门制造有限公司（以下简称"精控阀门"） 拟向兴业银行股份有限公司德阳分行（以下简称"兴业银行德阳分行"）申请 本金金额不超过人民币 4,000 万元（大写：人民币肆仟万元）的综合 ...

证券代码：833943 证券简称：优机股份 公告编号：2025-068 四川优机实业股份有限公司 第六届监事会第十次会议决议公告 本公司及监事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2025 年 8 月 19 日 2.会议召开地点：公司会议室 3.会议召开方式：现场召开 4.发出监事会会议通知的时间和方式：2025 年 8 月 11 日以邮件通知方式发出 二、议案审议情况 （一）审议通过《关于公司 2025 年半年度报告及半年度报告摘要的议案》 5.会议主持人：监事会主席张燕女士 6.召开情况合法、合规、合章程性说明： 本次会议的出席人数、召集、召开程序和议事内容均符合《公司法》和《公 司章程》的有关规定。 （二）会议出席情况 会议应出席监事 3 人，出席和授权出席监事 3 人。 1.议案内容： 具体内容详见公司在北京证券交易所信息披露平台（www.bse.cn）披露的 《2025 年半年度报告》（公告编号：2025-071）、《2025 年半年 ...