证券代码：603610 证券简称：麒盛科技 公告编号：2025-045 麒盛科技股份有限公司 关于 2025 年半年度业绩说明会召开情况的公告 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法律责任。 一、业绩说明会召开情况 麒盛科技股份有限公司（以下简称为"公司"）于 2025 年 9 月 1 日上午 11:00-12:00 通过上证路演中心（http://roadshow.seeinfo.com）召开 2025 年 半年度业绩说明会。公司董事长唐国海先生、董事兼总经理黄小卫先生、董事会 秘书唐蒙恬女士、副总经理兼财务总监王晓成先生以及独立董事李荣华先生针对 公司发展的经营业绩、发展规划等投资者关心的问题与广大投资者进行交流和沟 通。在信息披露允许的范围内就投资者普遍关注的问题进行了回答。 二、交流的主要问题及本公司的回复情况 本次业绩说明会中投资者提出的主要问题及回复整理如下： 1、问：公司对目前国内渠道布局如何？海外市场通胀率较高对公司海外市 场有所影响？目前海外工厂进展如何？ 答：尊敬的投资者您好，感谢您对公司的关注！针对国内市 ...

麒盛科技(603610)今日涨停，全天换手率8.42%，成交额4.42亿元，振幅10.01%。龙虎榜数据显示，营 业部席位合计净买入1934.25万元。 上交所公开信息显示，当日该股因日涨幅偏离值达8.88%上榜，营业部席位合计净买入1934.25万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.53亿元，其中，买入成交额为8627.98 万元，卖出成交额为6693.73万元，合计净买入1934.25万元。 具体来看，今日上榜营业部中，第一大买入营业部为高盛(中国)证券有限责任公司上海浦东新区世纪大 道证券营业部，买入金额为2353.91万元，第一大卖出营业部为国泰海通证券股份有限公司总部，卖出 金额为1980.20万元。 近半年该股累计上榜龙虎榜6次，上榜次日股价平均跌1.93%，上榜后5日平均跌7.81%。 资金流向方面，今日该股主力资金净流入5804.22万元，其中，特大单净流入3682.26万元，大单资金净 流入2121.96万元。近5日主力资金净流入4623.58万元。 8月23日公司发布的半年报数据显示，上半年公司共实现营业收入14.59亿元，同比增长0.07%，实现净 利润1. ...

Group 1 - The home goods sector increased by 0.07% on August 28, with Longzhu Technology leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] - Longzhu Technology's stock price rose by 11.56% to 14.57, with a trading volume of 127,500 shares and a transaction value of 178 million yuan [1] Group 2 - The home goods sector saw a net outflow of 79.73 million yuan from main funds, while retail investors contributed a net inflow of 147 million yuan [2] - The stock prices of several companies in the home goods sector experienced declines, with Yuma Technology falling by 6.36% to 16.48 and Tianan New Materials down by 4.90% to 10.49 [2] - The trading volume and transaction values for various companies in the sector varied, with notable declines in stocks like ST Yazhen and Zhang Xiaoqin [2]

Core Insights - The company reported a total operating revenue of 1.459 billion yuan, an increase of 1.0416 million yuan compared to the same period last year, representing a year-on-year growth of 0.07% [1] - The net profit attributable to shareholders reached 106 million yuan, an increase of 20.5721 million yuan from the same period last year, reflecting a year-on-year growth of 24.18% [1] - The net cash inflow from operating activities was 71.7775 million yuan [1] Financial Ratios - The latest debt-to-asset ratio is 32.52%, a decrease of 2.52 percentage points from the previous quarter and a decrease of 1.38 percentage points from the same period last year [3] - The latest gross profit margin is 33.79%, an increase of 0.51 percentage points from the previous quarter and an increase of 0.88 percentage points from the same period last year [3] - The latest return on equity (ROE) is 3.39%, an increase of 0.54 percentage points from the same period last year [3] Earnings Per Share and Turnover Ratios - The diluted earnings per share is 0.30 yuan, an increase of 0.06 yuan from the same period last year, representing a year-on-year growth of 25.00% [3] - The latest total asset turnover ratio is 0.31 times, remaining stable compared to the same period last year, with a year-on-year increase of 1.01% [3] - The latest inventory turnover ratio is 1.20 times [3] Shareholder Structure - The number of shareholders is 31,100, with the top ten shareholders holding 222 million shares, accounting for 62.93% of the total share capital [3] - The largest shareholder is Jiaxing Zhihai Investment Management Co., Ltd., holding 23.69% of the shares [3]

Core Insights - The company reported a slight increase in total revenue for the first half of 2025, reaching 1.459 billion yuan, a year-on-year growth of 0.07% [1] - The net profit attributable to shareholders increased significantly by 24.18% to 106 million yuan [1] - The company's profitability improved, with a gross margin increase of 2.66% and a net margin increase of 23.87% [1] Financial Performance - Total revenue for Q2 2025 was 673 million yuan, a decrease of 4.22% year-on-year [1] - Q2 net profit attributable to shareholders was 61.18 million yuan, up 52.36% year-on-year [1] - The gross margin for the reporting period was 33.79%, an increase of 3.21% year-on-year, while the net margin was 7.19%, up 23.87% [1] Expense Analysis - Total selling, administrative, and financial expenses amounted to 255 million yuan, accounting for 17.5% of revenue, an increase of 9.37% year-on-year [1] - The company’s cash flow per share decreased by 41.65% to 0.2 yuan [1] Balance Sheet Highlights - Cash and cash equivalents decreased by 15.61% to 1.791 billion yuan [1] - Accounts receivable decreased by 10.18% to 476 million yuan [1] - Interest-bearing debt increased by 25.21% to 752 million yuan [1] Operational Insights - The company’s return on invested capital (ROIC) was 3.92%, indicating weak capital returns [4] - The historical median ROIC since listing is 9.9%, with the worst year being 2022 at 0.63% [4] - The company relies heavily on research and marketing for its performance, necessitating a deeper analysis of these drivers [4] Cash Flow Dynamics - Net cash flow from operating activities decreased by 42.55% due to the completion of a construction project and the return of a guarantee deposit [3] - Financing activities saw a significant increase in cash flow, up 126.71%, attributed to increased bank loans and reduced equity distribution [3]

Group 1 - The company held its 30th meeting of the third board of directors on August 21, 2025, with all seven directors present, and the meeting was conducted in accordance with relevant laws and regulations [3][4]. - The board approved the 2025 semi-annual report and its summary, with a unanimous vote of 7 in favor [4][5]. - The company plans to hold a semi-annual performance briefing on September 1, 2025, to discuss the operating results and financial status with investors [10][11]. Group 2 - The company reported a total fundraising amount of RMB 1.678 billion from its initial public offering, with a net amount of RMB 1.596 billion after deducting issuance costs [16]. - As of June 30, 2025, the company had used RMB 1.483 billion of the raised funds, with a remaining balance of RMB 197.66 million [18][21]. - The company has established a management system for the raised funds, ensuring they are stored in dedicated accounts and used in compliance with regulations [19][27]. Group 3 - The company is focusing on enhancing its operational quality and shareholder returns, having distributed cash dividends totaling approximately RMB 754 million since its listing [38]. - The company emphasizes the importance of information disclosure, having published two regular reports and 35 temporary announcements in the first half of 2025 [40]. - The company is committed to maintaining a high standard of corporate governance, having held one shareholders' meeting and three board meetings by the end of June 2025 [42]. Group 4 - The global smart bed market is projected to grow from USD 3.19 billion in 2024 to USD 4.62 billion by 2029, with a compound annual growth rate of 8.9% [34]. - The company has established itself as a key supplier in the North American smart electric bed market, maintaining strong relationships with major clients [35]. - The company has introduced the "AI Xiaoshu," a smart sleep assistant designed to address various health issues, marking a significant advancement in the smart bed industry [36]. Group 5 - The company has implemented a "quality improvement and efficiency enhancement" action plan, focusing on operational quality and shareholder returns [32][44]. - The company has actively participated in setting national standards for smart beds, which will support the healthy development of the industry [36]. - The company is committed to continuous evaluation and optimization of its action plan to ensure high-quality development and effective governance [44].

（文章来源：证券日报） 证券日报网讯 8月22日晚间，麒盛科技发布公告称，公司第三届董事会第三十次会议审议通过了《关于 公司2025年半年度报告及其摘要的议案》等多项议案。 ...

Core Insights - The company reported a total operating revenue of 1,459,403,049.82 yuan for the first half of 2025, reflecting a year-on-year growth of 0.07% [1] - The net profit attributable to shareholders of the listed company reached 105,662,522.75 yuan, showing a significant year-on-year increase of 24.18% [1]

Core Viewpoint - Keeson Technology Corporation Limited reported a slight increase in revenue and net profit for the first half of 2025, indicating stable growth in the smart electric bed market driven by technological advancements and increasing consumer demand for health-oriented products [1][2][3]. Company Overview and Financial Indicators - Keeson Technology, established in 2005, is a leading manufacturer of smart electric beds and has a production capacity of one million units annually, making it one of the largest in the world [4][6]. - For the first half of 2025, the company reported operating income of approximately CNY 1.46 billion, a marginal increase of 0.07% compared to the same period last year [2][14]. - The total profit for the period was CNY 125.86 million, reflecting an 18.91% increase year-on-year [2][14]. - The net profit attributable to shareholders was CNY 105.66 million, up 24.18% from the previous year [2][14]. - The company's total assets decreased by 2.12% to approximately CNY 4.64 billion, while net assets increased by 1.62% to CNY 3.12 billion [2][14]. Industry Context - The smart furniture industry, particularly the smart electric bed segment, is experiencing significant growth, with a projected global market increase from USD 3.19 billion in 2024 to USD 4.62 billion by 2029, representing a compound annual growth rate (CAGR) of 8.9% [3][4]. - The demand for smart electric beds is driven by rising health awareness and the need for better sleep quality, especially in aging populations [4][5]. - The company is positioned to benefit from government policies supporting smart home products and the aging population's needs, which are expected to further stimulate market growth [3][4]. Product and Technology Development - Keeson Technology focuses on innovation, having developed proprietary technologies for smart electric beds that integrate health monitoring and sleep management features [4][5]. - The company has launched "AI Xiaoshu," an AI-driven sleep management system that enhances the functionality of smart beds, marking a shift from passive monitoring to active health management [8][9]. - Keeson has established partnerships with research institutions to enhance its R&D capabilities and maintain its competitive edge in the market [10][11]. Market Strategy and Expansion - The company is expanding its market presence both domestically and internationally, with a focus on enhancing brand recognition and customer engagement through various sales channels [12][14]. - Keeson has been recognized as the official smart bed supplier for major sporting events, which has significantly boosted its brand visibility [5][6]. - The company is also investing in new production facilities to increase its manufacturing capacity and improve supply chain stability [9][14].

Core Viewpoint - The report highlights the financial performance of Qisheng Technology Co., Ltd. for the first half of 2025, indicating a slight decrease in total assets and a modest increase in revenue, alongside a notable rise in total profit compared to the previous year [1]. Financial Summary - Total assets at the end of the reporting period amounted to CNY 4,636,094,834.20, reflecting a decrease of 2.12% compared to the end of the previous year [1]. - Revenue for the reporting period reached CNY 1,459,403,049.82, showing an increase of 0.07% year-on-year [1]. - Total profit for the period was CNY 125,860,285.76, representing an increase of 18.91% compared to the same period last year [1]. - Net profit attributable to shareholders of the listed company was CNY 111,576,111.55, which is a decrease of 8.04% from the previous year [1]. - The net cash flow from operating activities was not specified in the provided data [1]. Shareholder Information - The top shareholder, Jiaxing Zhihai Investment Management Co., Ltd., holds a significant stake, while individual shareholders such as Tang Guohai and Xu Jianchun also have notable holdings [2][3]. - Tang Guohai holds 17.51% of shares, amounting to 61,811,713 shares, with 14,000,000 shares pledged [3]. - The total number of shareholders at the end of the reporting period was 31,091 [1].