证券代码：837242 证券简称：建邦科技 公告编号：2025-119 □媒体采访 □现场参观 □新闻发布会 √分析师会议 （华源证券、申万宏源、开源证券、东吴证券、西部证券） □路演活动 青岛建邦汽车科技股份有限公司 投资者关系活动记录表 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、投资者关系活动类别 □特定对象调研 □业绩说明会 □其他 二、投资者关系活动情况 活动时间：2025 年 8 月 13 日至 2025 年 8 月 14 日 活动地点：线上交流会 参会单位及人员：华源证券、中信建投基金、太平资产管理、长城人寿保险、 永安国富资管、富德生命人寿保险、国投证券、长江证券、华鑫证券、万和证券、 民生证券、浙商证券、汇瑾资管、益和源资管、尚诚资管、正班资管、冰河资管、 高竹私募、滦海投资、行知创投、天猊投资、弥远投资、开源证券、中海基金、 华夏基金、国泰海通证券、民生证券、长城证券、平安证券、明辉投资、冰剑投 资、颐歌资管、泰石投资、四海圆通投资、睿源私募、三登投资、得桂私募、洪 申投资、 ...

Investment Rating - The investment rating for the company is "Add" (maintained) [1] Core Views - The company has expanded its sales channels and enriched its product categories, resulting in a 65% quarter-on-quarter increase in net profit attributable to the parent company in Q2 2025 [2] - In H1 2025, the company achieved revenue of 375 million yuan, a year-on-year increase of 20.77%, and a net profit of 49 million yuan, up 27.18% year-on-year [2] - The growth in performance is attributed to the company's strategic focus on diversifying product offerings and expanding sales channels amid a complex international economic environment [2][3] Financial Performance - For H1 2025, the company reported a gross profit margin of 29.01%, an increase of 1.19 percentage points year-on-year, and a net profit margin of 13.16%, up 0.65 percentage points year-on-year [2] - The company’s revenue from non-automotive products grew by 183% year-on-year in H1 2025, with significant contributions from household products [3] - The company has shifted towards self-manufacturing high-end automotive electronic products, with a notable increase in cross-border e-commerce orders [4] Revenue and Profit Forecast - The forecast for net profit attributable to the parent company has been raised to 132 million yuan, 160 million yuan, and 191 million yuan for 2025, 2026, and 2027 respectively, with corresponding P/E ratios of 18.00, 14.92, and 12.49 [4]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1][3] Core Views - The company achieved a net profit attributable to shareholders of 49.41 million yuan in H1 2025, representing a year-on-year growth of 27.18%. The total operating revenue for the same period was 375 million yuan, up 20.77% year-on-year. The growth is attributed to significant increases in electronic and electrical products as well as non-automotive products, alongside the commencement of production at the Thai subsidiary [3][4] - The profit forecast for the company has been revised upwards, with expected net profits for 2025-2027 projected at 123 million, 146 million, and 166 million yuan respectively, with corresponding EPS of 1.88, 2.22, and 2.52 yuan [3][4] Financial Summary - In H1 2025, the electronic and electrical systems revenue reached 85.47 million yuan, a year-on-year increase of 60.62%, with a gross margin of 29.76%. Domestic business revenue grew by 33.67% to 216 million yuan [4] - The Thai subsidiary has entered the production phase, with non-automotive product sales revenue reaching approximately 64.99 million yuan, a year-on-year increase of 183.18% [4] - The company's total market capitalization is 2.382 billion yuan, with a circulating market capitalization of 1.328 billion yuan [1] Financial Projections - The company is projected to achieve operating revenues of 900 million yuan in 2025, 1.076 billion yuan in 2026, and 1.197 billion yuan in 2027, with year-on-year growth rates of 19.6%, 19.6%, and 11.2% respectively [6][8] - The net profit attributable to shareholders is expected to grow to 123 million yuan in 2025, 146 million yuan in 2026, and 166 million yuan in 2027, with corresponding year-on-year growth rates of 15.9%, 18.2%, and 13.9% [6][9]

Investment Rating - The investment rating for the company is upgraded to "Buy" [5] Core Views - The company is transitioning from automotive parts to a platform model that includes products for pools, yachts, and other areas, indicating the emergence of a "platform-type" company [5] - In H1 2025, the company achieved revenue of 375 million yuan, a year-on-year increase of 21%, and a net profit attributable to shareholders of 49.41 million yuan, up 27% year-on-year [6] - The electronic and electrical systems business saw a revenue increase of 61% year-on-year, driven by the demand for integrated "hardware and software" products [6] - The company is expanding its product ecosystem with rapid growth in non-automotive parts sales, particularly in household products, which achieved a revenue increase of 183% year-on-year [6] Financial Performance - For H1 2025, the company reported a revenue of 200 million yuan in Q2, reflecting a year-on-year growth of 19% and a quarter-on-quarter growth of 14% [6] - The company’s total market capitalization is approximately 2.45 billion yuan, with a circulating market value of about 1.37 billion yuan [3] - The company’s debt-to-asset ratio stands at 23.86%, indicating a relatively low level of financial leverage [3] Revenue and Profit Forecast - The company is expected to achieve net profits of 129 million yuan, 147 million yuan, and 177 million yuan for the years 2025, 2026, and 2027 respectively, with corresponding EPS of 1.95 yuan, 2.24 yuan, and 2.69 yuan per share [8] - The projected revenue for 2025 is 883 million yuan, with a year-on-year growth rate of 17.38% [8] - The company’s P/E ratios for the years 2025, 2026, and 2027 are projected to be 19.1, 16.7, and 13.9 respectively [8]

证券代码：837242 证券简称：建邦科技 公告编号：2025-118 青岛建邦汽车科技股份有限公司 子公司购买资产的公告 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、交易概况 （一）基本情况 随着青岛建邦汽车科技股份有限公司（以下简称"公司"）全资子公司青 岛拓曼电子科技有限公司（以下简称"子公司"）汽车电子类业务发展，亟需扩 充办公、研发、生产场地，以进一步落实公司汽车电子类产品自产规划及前装 发展战略。子公司拟以自有资金购买青岛联东金铭投资有限公司（以下简称"联 东金铭"）建设开发的工业厂房一栋（以下简称"交易标的"），交易标的位于 青岛市胶州市联东 U 谷·青岛胶州企业港园区。 （二）是否构成重大资产重组 本次交易不构成重大资产重组。 按照《上市公司重大资产重组管理办法》第十二条之规定："上市公司及 其控股或者控制的公司购买、出售资产，达到下列标准之一的，构成重大资产 重组： （一）购买、出售的资产总额占上市公司最近一个会计年度经审计的合并 财务会计报告期末资产总额的比例达到 50%以上 ...

Group 1 - The core point of the article is that Jianbang Technology reported significant growth in both revenue and net profit for the first half of 2025, indicating a positive financial performance [2] - The company achieved operating revenue of 374,810,856.32 yuan, which represents a year-on-year increase of 20.77% [2] - The net profit attributable to shareholders of the listed company was 49,407,244.19 yuan, reflecting a year-on-year growth of 27.18% [2]

今日公布半年报公司一览 | 代码 | 简称 | 每股收益 | 净利润（万 | 净利润同比 | 营业收入（万 | 营业收入同比 | | --- | --- | --- | --- | --- | --- | --- | | | | （元） | 元） | （%） | 元） | （%） | | 688270 | 臻镭科 技 | 0.2900 | 6231.97 | 1006.99 | 20486.70 | 73.64 | | | 扬帆新 | | | | | | | 300637 | 材 | 0.1000 | 2313.72 | 208.94 | 47295.46 | 47.93 | | 000970 | 中科三 环 | 0.0366 | 4399.31 | 160.82 | 292202.81 | -11.17 | | 430476 | 海能技 术 | 0.0700 | 547.15 | 139.03 | 13606.80 | 34.87 | | 300409 | 道氏技 术 | 0.3192 | 23038.75 | 108.16 | 365382.86 | -11.64 | | 300999 | 金龙鱼 | 0 ...

半年报显示，截至上半年末公司股东总数为4732户，与前一季度相比，股东户数增加32户，增幅为 0.68%。 从市场表现来看，该股最新收盘价为37.24元，近5日累计上涨5.05%，合计换手率17.42%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 公司半年报显示，上半年营业收入为3.75亿元，同比增长20.77%，净利润为4940.72万元，同比增长 27.18%，每股收益为0.7500元，加权平均净资产收益率7.85%。 公司主营业务为全球汽车后市场非易损零部件的设计、开发和销售，同时为客户提供完善的供应链管理 服务。 建邦科技（837242）公布半年报分配预案，拟10派2元（含税）。本次权益分派预计派发现金红利 1316.48万元。 ...

证券日报网讯 8月12日晚间，建邦科技发布公告称，公司第四届董事会第五次会议审议通过了《关于及 的议案》等多项议案。 （文章来源：证券日报） ...

证券代码：837242 证券简称：建邦科技 公告编号：2025-116 青岛建邦汽车科技股份有限公司 关于使用自有资金进行现金管理的公告 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、 委托理财概述 （一） 委托理财目的 为了提高资金使用效率，提升收益水平，在不影响公司主营业务正常发展 的情况下，合理利用资金获取较好的投资回报，公司在保证资金投资项目实施 的资金需求及资金使用计划正常进行的前提下，拟使用自有闲置资金购买理财 产品以获得额外的资金收益。 （二） 委托理财金额和资金来源 公司拟使用不超过人民币 2.5 亿元的暂时闲置的自有资金购买安全性高、 流动性好的低风险理财产品，购买理财产品使用的资金仅限于公司的闲置自有 资金，不影响公司日常运营，资金来源合法、合规。 （三） 委托理财方式 1、 预计委托理财额度的情形 公司拟使用不超过人民币 2.5 亿元的暂时闲置的自有资金购买安全性高、 流动性好的低风险理财产品，包括但不限于银行、证券公司及其他正规的金融 机构发行的理财产品、收益凭证、结构性存 ...