Group 1 - The company reported a revenue of 121.84 million yuan for the first half of the year, representing a year-on-year growth of 18.03% [1] - The net profit attributable to shareholders reached 19.28 million yuan, showing a significant year-on-year increase of 60.18% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 18.49 million yuan, reflecting a year-on-year growth of 79.32% [1] Group 2 - The company declared a cash dividend of 0.90 yuan for every 10 shares to all shareholders [1]

朗博科技公告，2025年上半年营业收入1.22亿元，同比增长18.03%。净利润1928.4万元，同比增长 60.18%。公司2025年半年度拟以实施权益分派股权登记日登记的总股本扣减公司回购账户股份数为基 数分配利润，向全体股东每10股派发现金红利0.9元（含税）。 ...

Group 1 - The stock price of Langbo Technology closed at 34.03 yuan on August 7, 2025, down 3.13% from the previous trading day, with a trading range of 8.85% [1] - The company specializes in the research, production, and sales of automotive parts, primarily used in engine systems, and is located in Jiangsu Province [1] - The mid-year performance forecast for 2025 indicates that the company's net profit is expected to achieve year-on-year growth [1] Group 2 - On August 7, the stock price of Langbo Technology experienced significant volatility, with a rapid decline of over 2% within 5 minutes around 9:35 AM and a rebound of over 2% around 2:04 PM, indicating active market trading [1] - The net outflow of main funds on August 7 was 23.49 million yuan, accounting for 0.65% of the circulating market value, with a cumulative net outflow of 12.78 million yuan over the past five trading days, representing 0.35% of the circulating market value [1]

Market Overview - The automotive parts sector increased by 1.59% on August 5, with Huami New Materials leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Top Gainers in Automotive Parts Sector - Huami New Materials (Code: 836247) closed at 23.73, up 12.41% with a trading volume of 192,200 shares and a transaction value of 450 million yuan [1] - Jiezhong Technology (Code: 873690) closed at 28.89, up 11.12% with a trading volume of 97,300 shares and a transaction value of 292 million yuan [1] - Shenda Co., Ltd. (Code: 600626) closed at 4.46, up 10.12% with a trading volume of 290,600 shares and a transaction value of 127 million yuan [1] Fund Flow Analysis - The automotive parts sector saw a net inflow of 884 million yuan from institutional investors, while retail investors experienced a net inflow of 28.08 million yuan [2][3] - Major stocks like Hunan Tianyan (Code: 600698) had a net inflow of 404 million yuan from institutional investors, but a net outflow of 210 million yuan from retail investors [3] Notable Decliners - Redik (Code: 300652) closed at 61.42, down 3.97% with a trading volume of 64,700 shares and a transaction value of 402 million yuan [2] - Fosa Technology (Code: 301529) closed at 68.88, down 2.03% with a trading volume of 61,600 shares and a transaction value of 428 million yuan [2]

Investment Rating - The automotive industry is rated as "Neutral" for the next six months, indicating expected performance in line with the market [53]. Core Insights - In June, retail sales of passenger vehicles increased by 18.1% year-on-year, with new energy vehicles seeing a growth of 30% [4][44]. - The automotive sector experienced a decline of 0.41% from July 7 to July 11, 2025, underperforming the CSI 300 index by 1.23 percentage points [10][44]. - The overall PE-TTM for the automotive industry as of July 11 is 25.83, down by 0.12 from the previous week [11][44]. Summary by Sections Market Overview - The automotive sector's performance from July 7 to July 11 showed a decline across various segments, with the passenger vehicle segment down by 1.43% and commercial vehicles down by 0.99% [10][44]. - The automotive services sector, however, increased by 3.13%, outperforming the CSI 300 index [10][44]. Valuation Levels - As of July 11, the PE-TTM for passenger vehicles is 25.11, for commercial vehicles is 36.01, and for automotive parts is 24.33 [11][44]. - The passenger vehicle segment saw a decrease of 0.37% in valuation, while the automotive parts segment increased slightly by 0.02% [11][44]. New Models and Industry News - 尚界汽车 has released a teaser for its first SUV model, which is expected to launch in the fall of 2025 [3][44]. - A total of 29 new and updated vehicle models were launched during the week of July 7 to July 11 [40][41]. Sales Performance - In June, the total retail sales of passenger vehicles reached 2.084 million units, marking an 18.1% increase year-on-year [7][44]. - Cumulative retail sales for the first half of the year reached 10.901 million units, up 10.8% compared to the same period last year [7][44].

Core Viewpoint - The company, Changzhou Langbo Sealing Technology Co., Ltd., anticipates a significant increase in net profit for the first half of 2025, projecting a rise of over 50% compared to the same period last year [2][4]. Group 1: Performance Forecast - The company expects a net profit attributable to shareholders of the parent company to be between 18 million to 20 million yuan, an increase of 5.96 million to 7.96 million yuan, representing a year-on-year growth of 49.51% to 66.12% [2][4]. - The projected net profit, excluding non-recurring gains and losses, is estimated to be between 17.2 million to 19.2 million yuan, reflecting an increase of 6.8862 million to 8.8862 million yuan, which corresponds to a year-on-year increase of 66.77% to 86.16% [2][4]. Group 2: Previous Year’s Performance - In the first half of 2024, the total profit was approximately 13.9 million yuan, with a net profit attributable to shareholders of the parent company at around 12.04 million yuan [6]. - The net profit, after excluding non-recurring gains and losses, was about 10.31 million yuan [6]. Group 3: Reasons for Performance Increase - The company has been expanding its customer base in the new energy vehicle sector, leading to a growth in order volume, particularly in the sales of O-rings and shaft seals, which has driven an increase in revenue [8]. - Enhanced management practices, increased investment in automation equipment, and improvements in production processes have contributed to higher overall production efficiency and an increase in gross profit margin [8].

Core Viewpoint - The company, Changzhou Langbo Sealing Technology Co., Ltd., forecasts a significant increase in net profit for the first half of 2025, driven by growth in the new energy vehicle sector and improved production efficiency [1][2]. Financial Performance Forecast - The company expects a net profit attributable to shareholders of between 18 million to 20 million yuan for the first half of 2025, representing an increase of 5.96 million to 7.96 million yuan compared to the same period last year, which is a year-on-year increase of 49.51% to 66.12% [1][2]. - The net profit after deducting non-recurring gains and losses is projected to be between 17.2 million to 19.2 million yuan, an increase of 6.8862 million to 8.8862 million yuan year-on-year, translating to a growth of 66.77% to 86.16% [1][2]. Previous Year’s Financial Performance - For the first half of 2024, the total profit was approximately 13.9 million yuan, with a net profit attributable to shareholders of about 12.04 million yuan and a net profit after deducting non-recurring gains and losses of around 10.31 million yuan [1]. - The earnings per share for the first half of 2024 were reported at 0.11 yuan [1]. Reasons for Profit Increase - The company has been expanding its customer base in the new energy vehicle industry, leading to a sustained increase in order volume, particularly for its main products, O-rings and shaft seals, which has boosted revenue [1]. - Enhanced management practices, increased investment in automation equipment, and improvements in production processes have led to higher overall production efficiency and an increase in gross profit margin [1].

证券代码：603655 证券简称：朗博科技 公告编号：2025-030 常州朗博密封科技股份有限公司 2025 年半年度业绩预告 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。 重要内容提示： 1.经财务部门初步测算，预计 2025 年半年度实现归属于母公司所有者的净 利润为 1800.00 万元到 2000.00 万元，与上年同期相比，将增加 596.07 万元到 796.07 万元，同比增加 49.51%到 66.12%。 2.预计 2025 年半年度实现归属于母公司所有者的扣除非经常性损益的净利 润为 1720.00 万元到 1920.00 万元，与上年同期相比，将增加 688.62 万元到 888.62 万元，同比增加 66.77%到 86.16%。 业绩预告具体适用情形：实现盈利，且净利润与上年同期相比上升 50% 以上。 常州朗博密封科技股份有限公司（以下简称"公司"）预计 2025 年半年 度实现归属于母公司所有者的净利润为 1800.00 万元到 2000.00 万元， 与上年同期相比，将增加 596.07 万 ...

Core Viewpoint - Longbo Technology (603655) expects a significant increase in net profit for the first half of 2025, indicating strong financial performance compared to the previous year [1] Financial Performance - The company anticipates a net profit attributable to shareholders of the parent company between 18 million to 20 million yuan, representing an increase of 5.96 million to 7.96 million yuan, or a year-on-year growth of 49.51% to 66.12% [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 17.2 million to 19.2 million yuan, which is an increase of 6.8862 million to 8.8862 million yuan, translating to a year-on-year increase of 66.77% to 86.16% [1]

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