| 證券代號 (如上市) | 02499 | 說明 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 249,651,704 | RMB | | 0.25 | RMB | 62,412,926 | | | 增加 / 減少 (-) | | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 249,651,704 | RMB | | 0.25 | RMB | 62,412,926 | | FF301 第 1 頁 共 10 頁 v 1.1.1 | I. 法定/註冊股本變動 | | | | | | | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | H | 於香港聯交所上市 (註1) | 是 | | 證券代號 (如上市) | 02499 | 說明 | | | | | | | 法定/註冊股份數目 | | ...

FF301 | | 法定/註冊股份數目 | 面值 | | 法定/註冊股本 | | | --- | --- | --- | --- | --- | --- | | 上月底結存 | | 98,371,112 RMB | 0.25 | RMB | 24,592,778 | | 增加 / 減少 (-) | | 0 | | RMB | 0 | | 證券代號 (如上市) | 02499 | 說明 | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 法定/註冊股份數目 | 面值 | | 法定/註冊股本 | | | 上月底結存 | | 249,651,704 | RMB | 0.25 RMB | | 62,412,926 | | 增加 / 減少 (-) | | | 0 | RMB | | 0 | | 本月底結存 | | 249,651,704 | RMB | 0.25 RMB | | 62,412,926 | | I. 法定/註冊股本變動 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | ...

Group 1 - Hefei Langwen Environmental Technology Co., Ltd. was established on September 23, with a registered capital of 20 million RMB [1] - The legal representative of the company is Qian Xiaoxuan [1] - The business scope includes general equipment manufacturing, service consumer robot manufacturing, and service consumer robot sales, fully owned by France Holdings [1]

Industry Transformation and Opportunities - The intralogistics equipment industry in China is experiencing significant transformation and upgrading, driven by policy benefits and technological advancements[14]. - In the first half of 2025, the industry faced both opportunities and challenges, particularly in reducing social logistics costs and improving resource utilization efficiency[15]. - The Chinese government aims to establish approximately 150 national logistics hubs by 2025, targeting a reduction of the total social logistics costs to GDP ratio to around 12%[16]. - As of June 23, 2025, 30 national logistics hubs, including Wuhan, were officially included in the construction list, enhancing the national logistics hub network[17]. - Continuous innovation in technologies is expected to inject new momentum into the sustainable development of enterprises within the industry[15]. - The overall market demand is supported by favorable national policies, providing a solid foundation for industry development[15]. Technological Advancements - The integration of new-generation information technology, such as AI and IoT, is driving significant transformation in the intralogistics equipment industry[20]. - New technologies such as IoT and AI are enabling logistics systems to achieve automation and independent decision-making, significantly enhancing operational efficiency[29]. - The Company aims to enhance operational efficiency through the integration of IoT and big data technologies into core businesses, focusing on developing intelligent operation management platforms[53]. Company Performance and Growth - The company achieved a net profit growth rate of 19.2% in the first half of 2025, indicating strong development momentum[37]. - The maintenance and repair business segment experienced a revenue growth of 43% and maintained a gross profit margin of over 40%[41]. - The Group's total revenue for the six months ended June 30, 2025, was RMB 856,233,000, representing a year-on-year increase of 17.6% from RMB 728,046,000 in the same period of 2024[63]. - Profit for the period increased by 19.2% from approximately RMB 42.2 million to approximately RMB 50.3 million[81]. - The Group's net profit increased by 19.2% from approximately RMB 42.2 million for the six months ended June 30, 2024, to approximately RMB 50.3 million for the six months ended June 30, 2025[85]. Service and Operational Strategies - Enterprises are increasingly adopting customized intelligent integrated solutions to enhance operational efficiency and competitiveness[22]. - A three-tier service system has been established, significantly improving customer response speed and maintaining high customer satisfaction and renewal rates[46]. - The company focuses on innovative intralogistics equipment subscription services, providing comprehensive lifecycle solutions including maintenance and disposal[35]. - Strategic partnerships have been formed to enhance operational coordination and expand product application scenarios, focusing on both upstream suppliers and downstream clients[47]. Financial Overview - Revenue from intralogistics equipment subscription services was RMB 438,807,000, accounting for 51.2% of total revenue, with a year-on-year growth of 15.6%[64]. - Maintenance and repair services generated RMB 122,368,000, which is 14.3% of total revenue, showing a significant year-on-year increase of 43.0%[64]. - Gross profit increased by 20.1% from approximately RMB 219.6 million to approximately RMB 263.8 million, with the gross profit margin rising from 30.2% to 30.8%[70]. - Selling and distribution expenses increased by 21.9% to approximately RMB 55.9 million, primarily due to rising rental fees and staff expenses[71]. - Administrative expenses rose by 22.6% to approximately RMB 106.2 million, driven by increased headcount from business expansion and the integration of Nichiyu (Shanghai)[72]. Employee and Corporate Governance - The Group employed 2,098 full-time employees as of June 30, 2025, compared to 1,800 as of June 30, 2024[107]. - The Group is committed to providing equal employment opportunities and maintaining employee diversity[107]. - The company is committed to high standards of corporate governance and has complied with all principles and applicable code provisions under the CG Code during the reporting period[157]. - The company will review corporate governance policies and compliance with the CG Code each financial year[158]. Future Strategies and Market Expansion - Future strategies include expanding into emerging markets such as Southeast Asia and the Middle East, leveraging localized operations and differentiated product strategies[58]. - The company plans to expand into new equipment categories, including cleaning equipment, with a focus on intelligent industrial cleaning robots and high-pressure cleaning equipment[42]. - The company plans to enhance service capabilities and expand intralogistics equipment categories, with an expected utilization of 45% of GO Net Proceeds by the end of 2025[168]. Risk Management and Compliance - The introduction of a risk early warning mechanism based on big data has been emphasized in new regulations for special equipment management[24]. - There are no material litigations or claims pending or threatened against the group during the reporting period[161]. - The accounting policies adopted for the interim financial information are consistent with those used in the annual financial statements for the year ended December 31, 2024[195].

FF301 | | | 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 廣州佛朗斯股份有限公司 (於中華人民共和國註冊成立的股份有限公司) 呈交日期: 2025年9月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02499 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 249,651,704 | RMB | | 0.25 | RMB | | 62,412,926 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 249,651,704 | RMB | | 0.25 ...

Core Viewpoint - The financial performance of the company in the first half of 2025 demonstrates significant growth, with revenue reaching 856 million yuan, a year-on-year increase of 17.6%, and net profit of 50 million yuan, up 19.2%, indicating high-quality growth and a strengthened market position [1][2]. Financial Performance - The company achieved a revenue of 856 million yuan in the first half of 2025, reflecting a 17.6% year-on-year growth [1]. - Net profit reached 50 million yuan, marking a 19.2% increase compared to the previous year [1]. Business Segments Growth - All three main business segments showed significant growth: - In-house logistics equipment subscription services grew by 15.6% - Maintenance and repair services surged by 43.0% - Sales of logistics equipment and parts increased by 12.3% [4]. Strategic Initiatives - The company is transitioning to a light-asset smart operation platform, aiming to create a global leading B2B industrial and logistics equipment sharing ecosystem [5]. - The electric loader business has shown strong growth, with over 310 units managed and cumulative subscription service revenue exceeding 10 million yuan, achieving a gross margin above 60% [6]. - The establishment of a subsidiary in Indonesia marks the company's international expansion, with plans to replicate its successful business model in emerging markets like Vietnam, Thailand, and Malaysia [7]. Competitive Positioning - The company is enhancing its competitive edge through a "supply chain + operation management + terminal service" model, which is expected to solidify its market position and support sustainable development [7]. - The continuous expansion of equipment management and customer base reflects accelerated growth, with a year-on-year increase of 18.2% in managed equipment to 59,717 units and a 37.8% rise in service customers to 9,827 [9]. Operational Efficiency - The company is leveraging digital technologies to improve operational efficiency, with a focus on reducing costs and enhancing service delivery [10]. - The implementation of a remanufacturing system is expected to extend equipment lifespan and significantly reduce depreciation costs, thereby improving gross and net profit margins [11]. Financial Metrics - The company's return on assets (ROA) and return on equity (ROE) have improved to 1.30% and 4.19%, respectively, with earnings per share (EPS) rising to 0.14 yuan, a 19.2% increase [12]. Industry Outlook - The engineering machinery industry is experiencing structural growth opportunities, with forklift sales showing both domestic and export growth, which is expected to enhance profitability and boost company valuations [14].

Core Viewpoint - The company, 佛朗斯股份 (02499.HK), reported its interim results for the period ending June 30, 2025, highlighting key financial metrics and performance indicators in a visual format [1] Financial Performance - The company disclosed its revenue figures, showcasing a significant increase compared to the previous period [1] - Profit margins were also detailed, indicating improvements in operational efficiency [1] - Key financial ratios were presented, reflecting the company's overall financial health and stability [1] Market Position - The report included insights into the company's market share and competitive positioning within the industry [1] - Trends affecting the industry were discussed, providing context for the company's performance [1] Future Outlook - The company outlined its strategic initiatives and growth plans for the upcoming periods [1] - Expectations for market conditions and potential challenges were briefly mentioned [1]

Group 1 - The company, 佛朗斯股份, reported a revenue of 856 million RMB for the six months ending June 30, 2025, representing a year-on-year increase of 17.61% [1] - The profit for the same period was 50.29 million RMB, which is a year-on-year increase of 19.17% [1] - The basic earnings per share were reported at 0.14 RMB [1]

Group 1 - The company reported a mid-year revenue of approximately RMB 856.2 million for 2025, representing a year-on-year growth of 17.6% [2] - The net profit for the period was approximately RMB 50.3 million, showing a year-on-year increase of 19.2% [2] - Revenue growth was observed across various segments, with the most significant increase in maintenance and repair services [2] Group 2 - The company's gross profit reached RMB 263.8 million, reflecting a year-on-year growth of 20.1% [2] - The gross margin improved to 30.8%, driven by enhancements in maintenance and repair service margins, contributions from new electric loader business, and the integration of the high-end brand Liziou (Shanghai) [2]

Group 1 - The company, 佛朗斯股份, reported a revenue of 856 million RMB for the six months ending June 30, 2025, representing a year-on-year increase of 17.61% [1] - The profit for the same period was 50.289 million RMB, which is a year-on-year increase of 19.17% [1] - The basic earnings per share for the company were 0.14 RMB [1]