Core Viewpoint - The report highlights the financial performance and operational achievements of Quick Intelligent Equipment Co., Ltd. for the first half of 2025, showcasing growth in revenue and profit driven by advancements in precision electronic assembly and semiconductor packaging sectors. Financial Performance - The company reported a revenue of 504.31 million RMB, an increase of 11.85% compared to the same period last year [3] - Total profit reached 150.45 million RMB, reflecting an 18.48% year-on-year growth [3] - Net profit attributable to shareholders was 132.90 million RMB, up by 11.84% from the previous year [3] - The net cash flow from operating activities surged by 155.56% to 175.56 million RMB [3] Industry Overview - The company operates within the specialized equipment manufacturing industry, focusing on intelligent manufacturing equipment [4] - It provides comprehensive solutions for precision electronic assembly and semiconductor packaging, targeting sectors such as electric vehicles, AI servers, and smart wearable devices [4][5] - The global AI server market is projected to reach 366 billion USD in 2025, with a year-on-year growth of 44.6%, driving demand for high-speed connectors [5] Product and Technology Development - The company has made significant advancements in precision welding equipment, driven by the rising demand for AI consumer electronics [6] - It has successfully penetrated the supply chains of major clients like Meta, Xiaomi, and OPPO with its laser welding technology [6] - The company’s high-speed connector welding equipment has been adopted by several core suppliers of NVIDIA, indicating strong market demand [6] Market Trends - The demand for precision welding equipment is expected to increase due to the growing adoption of laser radar in electric vehicles, with projections indicating a 65% market share by 2025 [7] - The machine vision market in China is anticipated to exceed 21 billion RMB in 2025, with a growth rate of over 14% [5] - The global semiconductor packaging equipment market is expected to reach 5.4 billion USD in 2025, driven by the demand for power semiconductor packaging [8] Strategic Initiatives - The company is enhancing its global presence by establishing subsidiaries in countries like Vietnam and building a service network in regions such as Mexico and Turkey [12] - It focuses on customer-centric strategies, including understanding client needs and providing tailored solutions to enhance customer satisfaction [12] - The company has been recognized as a leading player in intelligent manufacturing, receiving various accolades for its technological advancements and market position [12]

Company Overview - Quick Intelligent Equipment Co., Ltd. reported total assets of approximately 2.09 billion RMB at the end of the reporting period, reflecting a 3.75% increase compared to the previous year [1] - The company's net assets attributable to shareholders reached approximately 504.31 million RMB, marking an 11.85% increase year-on-year [1] Financial Performance - The operating revenue for the reporting period was approximately 504.31 million RMB, up from 450.89 million RMB in the same period last year, representing an increase of 11.85% [1] - Total profit amounted to approximately 150.45 million RMB, which is an 18.48% increase compared to 126.98 million RMB from the previous year [1] - The net profit attributable to shareholders was approximately 113.28 million RMB, reflecting a 16.46% increase from 97.26 million RMB in the previous year [1] Shareholder Information - The total number of shareholders at the end of the reporting period was 13,384 [1] - The largest shareholder, Changzhou Fuyun Investment Consulting Co., Ltd., holds 30.15% of the shares, amounting to approximately 75.11 million shares [3] - Other significant shareholders include Qi Guoqiang with 8.54% and various investment funds with smaller stakes [3]

快克智能装备股份有限公司 关于召开 2025 年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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责任。 重要内容提示： 证券代码：603203 证券简称：快克智能 公告编号：2025-033 （一） 投资者可在 2025 年 9 月 8 日（星期一）9:00-10:00 通过互联网登录 上证路演中心（http://roadshow.sseinfo.com/），在线参与本次业绩说明会， 公司将及时回答投资者的提问。 （二） 投资者可于 2025 年 9 月 1 日(星期一)至 9 月 5 日(星期五)16:00 前 登 录 上 证 路 演 中 心 网 站 首 页 ， 点 击 " 提 问 预 征 集 " 栏 目 （https://roadshow.sseinfo.com/preCallQa），根据活动时间，选中本次活动 ? 会议召开时间：2025 年 9 月 8 日（星期一）9:00-10:00 ? 会议召开地点：上海证券交易所上证路演中心（网址： http://roadshow.sseinfo.com） ? ...

Core Viewpoint - The company, Kuaike Intelligent (603203.SH), has accelerated the localization of high-end equipment, driving breakthroughs in core technologies and upgrading product lines, resulting in significant revenue growth and profitability in the first half of the year [1] Financial Performance - The company achieved operating revenue of 504.31 million yuan, representing a year-on-year increase of 11.85% [1] - The comprehensive gross margin stood at 50.78% [1] - The net profit attributable to the parent company was 132.90 million yuan, reflecting a year-on-year growth of 11.84% [1] - The net profit excluding non-recurring gains and losses was 113.28 million yuan, with a year-on-year increase of 16.46% [1]

Group 1 - The core viewpoint of the announcement is that 快克智能 reported a revenue of 504 million yuan for the first half of 2025, reflecting a year-on-year growth of 11.85% [1] - The net profit for the same period was 133 million yuan, also showing a year-on-year increase of 11.84% [1]

快克智能装备股份有限公司2025 年半年度报告摘要 公司代码：603203 公司简称：快克智能 2025 年半年度报告摘要 快克智能装备股份有限公司2025 年半年度报告摘要 第一节 重要提示 1.1 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发 展规划，投资者应当到 www.sse.com.cn 网站仔细阅读半年度报告全文。 1.2 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不存 在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.3 公司全体董事出席董事会会议。 1.4 本半年度报告未经审计。 快克智能装备股份有限公司 快克智能装备股份有限公司2025 年半年度报告摘要 | 归属于上市公司股 | | | | | --- | --- | --- | --- | | 东的扣除非经常性 | 113,276,889.07 | 97,264,423.56 | 16.46 | | 损益的净利润 | | | | | 经营活动产生的现 | 175,557,107.26 | 68,696,108.15 | 155.56 | | 金流量净额 ...

快克智能装备股份有限公司2025 年半年度报告 公司代码：603203 公司简称：快克智能 快克智能装备股份有限公司 2025 年半年度报告 1/162 快克智能装备股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人戚国强 、主管会计工作负责人蒋素蕾及会计机构负责人（会计主管人员）殷文 贤声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无。 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告内容涉及的未来计划、规划等前瞻性陈述，因存在不确定性，不构成公司对投资者的实质 承诺，请投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大风险提示 ...

会议召开时间：2025 年 9 月 8 日（星期一）9:00-10:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.com） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 9 月 1 日(星期一)至 9 月 5 日(星期五)16:00 前登录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 （quickir@quick-global.com）进行提问。公司将在说明会上对投资者普遍关注 的问题进行回答。 证券代码：603203 证券简称：快克智能 公告编号：2025-033 快克智能装备股份有限公司 关于召开 2025 年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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责任。 重要内容提示： 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度经营成 果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许 ...

Core Viewpoint - The company, Quick Intelligent (603203.SH), confirmed that the overall progress of its TCB equipment project is on schedule as of August 25 [2] Group 1 - Investors inquired about the progress of the HBM bonding equipment project on the investor interaction platform [2] - The company responded positively, indicating that the project is proceeding as planned [2]

Market Overview - The automation equipment sector increased by 0.1% on July 29, with Jieput leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Top Performers - Jieput (688025) closed at 94.60, up 6.40% with a trading volume of 31,200 lots and a transaction value of 288 million [1] - Tianzhun Technology (688003) closed at 50.46, up 4.67% with a trading volume of 72,400 lots and a transaction value of 361 million [1] - Quick Intelligent (603203) closed at 26.47, up 3.00% with a trading volume of 51,900 lots and a transaction value of 136 million [1] Underperformers - Oke Technology (001223) closed at 43.08, down 3.95% with a trading volume of 16,700 lots and a transaction value of 73 million [2] - Dazhu Laser (002008) closed at 27.45, down 2.24% with a trading volume of 334,700 lots and a transaction value of 918 million [2] - Sanfeng Intelligent (300276) closed at 10.13, down 2.22% with a trading volume of 598,200 lots and a transaction value of 606 million [2] Capital Flow - The automation equipment sector experienced a net outflow of 915 million from institutional investors, while retail investors saw a net inflow of 998 million [2][3] - The capital flow for major stocks in the sector indicates mixed trends, with some stocks experiencing significant outflows from institutional and speculative investors [3] Notable Capital Movements - Huagong Technology (000988) had a net inflow of 1.15 million from institutional investors but saw outflows from both speculative and retail investors [3] - Zhongkong Technology (688777) recorded a net inflow of 114 million from institutional investors, while speculative and retail investors experienced outflows [3] - Tianzhun Technology (688003) had a net inflow of 14.5 million from institutional investors, with minor outflows from speculative and retail investors [3]