Core Viewpoint - The company, Changzhou Langbo Sealing Technology Co., Ltd., is set to hold a half-year performance briefing on September 3, 2025, to discuss its operational results, financial status, and profit distribution plan for the first half of 2025 [2][3]. Group 1: Meeting Details - The meeting will take place on September 3, 2025, from 15:00 to 16:00 [4]. - It will be conducted online via the Shanghai Securities Journal and China Securities Network Roadshow Center [4]. - Investors can participate by logging into the specified online platform during the meeting time [4]. Group 2: Participation and Interaction - Investors are encouraged to submit questions via email before the meeting, which will be addressed during the session [5]. - The company aims to engage with investors on commonly raised concerns within the limits of information disclosure [3][5]. - Key personnel attending the meeting include the Chairman, General Manager, Independent Director, Financial Director, and Board Secretary [4].

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： 证券代码：603655 证券简称：朗博科技 公告编号：2025-035 常州朗博密封科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 会议召开时间：2025 年 9 月 3 日（星期三）下午 15:00-16:00 会 议 召 开 地 点 ： 上 海 证 券 报 · 中 国 证 券 网 路 演 中 心 (https://roadshow.cnstock.com/) 会议召开方式：网络互动 投资者可在本次业绩说明会召开前，通过本公告后附的电话、邮件联系公司 证券部，提出所关注的问题，公司将在 2025 年半年度业绩说明会上对投资者 普遍关注的问题进行回答。 常州朗博密封科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 14 日发布公司 2025 年半年度报告及摘要，为便于广大投资者更全面深入地了解公 司 2025 年半年度经营成果、财务状况及利润分配方案，公司计划于 2025 年 9 月 3 日下午 15:00-16:00 举行公司 20 ...

Core Viewpoint - The company, Langbo Technology, is experiencing significant growth in net profit, outpacing revenue growth, particularly in the context of the booming electric vehicle market, driven by its strong product offerings in rubber sealing components [2][3]. Group 1: Financial Performance - In 2023 and 2024, net profit growth rates are expected to exceed revenue growth, with a projected 60.18% year-on-year increase in net profit in the first half of 2025, alongside an 18.03% revenue growth [2]. - The company has successfully achieved continuous "double growth" in performance due to its technological advancements and customer loyalty [2]. Group 2: Product Offerings and Market Position - Langbo Technology specializes in rubber sealing components, including O-rings, seals, and hub assemblies, which are critical for automotive air conditioning, power, and braking systems [3]. - The company has established itself as a leader in the rubber sealing component market, particularly benefiting from the rise of electric vehicles, which has increased demand for its products across various systems [3][6]. Group 3: Automation and Efficiency - The company has invested in automation equipment to enhance production efficiency, including new machines for O-ring projects and other production lines, leading to improved production processes and product quality traceability [4]. - Automation efforts are aimed at increasing production levels while maintaining high product standards, which is crucial for meeting the stringent reliability requirements of automotive sealing components [4][6]. Group 4: Customer Relationships - Maintaining strong customer relationships is key to the company's market leadership and profitability, with long-term partnerships established with major automotive air conditioning system manufacturers [5]. - The company emphasizes rapid response to customer needs by offering a variety of product options tailored to specific requirements, which strengthens customer loyalty [6]. Group 5: Strategic Focus and Development Philosophy - The company adopts a "small but beautiful" approach, focusing on steady growth and core business operations without engaging in blind investments or expansions [7]. - Emphasizing a people-oriented philosophy, the company aims to enhance employee satisfaction while improving efficiency through automation, ensuring that staff can focus on creative tasks [7]. Group 6: Research and Development - Langbo Technology places a strong emphasis on research and development, maintaining high-quality testing and processing equipment, and has developed thousands of rubber compound formulas suitable for various applications [8]. - The company's robust R&D capabilities enable it to optimize existing formulas and create new ones, supporting its diverse product range [8].

Core Viewpoint - Langbo Technology (603655) is experiencing significant profit growth, outpacing revenue increases, with a projected net profit growth of 60.18% in the first half of 2025, amidst a competitive automotive parts industry [1] Group 1: Business Performance - The company has achieved continuous profit growth due to its strong profitability and strategic positioning in the rubber sealing components sector, which has been cultivated over two decades [1][2] - In 2023 and 2024, net profit growth rates are expected to lead revenue growth, indicating a robust financial outlook [1] - The company has successfully capitalized on the rising demand for rubber sealing components in the electric vehicle market, contributing to its revenue growth [2] Group 2: Product Offerings - Langbo Technology specializes in rubber sealing products, including O-rings, seals, and hub components, which are essential for automotive air conditioning, power, and braking systems [2] - The company’s products are increasingly utilized in the thermal management systems of electric vehicles, expanding its market share [2][4] Group 3: Automation and Efficiency - The company has invested in automation equipment to enhance production efficiency, including new machines for O-ring projects and other production lines [3] - Automation has improved production processes and product quality traceability, contributing to overall operational efficiency [3] Group 4: Customer Relationships - Maintaining strong customer relationships is crucial for the company, with long-term partnerships established with major automotive manufacturers [4][5] - The company’s ability to respond quickly to customer needs and provide customized products has strengthened client loyalty [5][6] Group 5: Strategic Focus - Langbo Technology emphasizes a focused and steady growth strategy, avoiding blind investments and expansions, while prioritizing core business operations [7] - The company aims to enhance efficiency through automation without reducing workforce size, promoting a people-oriented approach [7] Group 6: Research and Development - The company places a strong emphasis on research and development, possessing high-quality testing and processing equipment to support product innovation [8] - Langbo Technology has developed over a thousand rubber compound formulas, showcasing its capability for product optimization and new formulation development [8]

Core Insights - The company is experiencing significant profit growth, with net profit growth rates outpacing revenue growth in 2023 and 2024, and a remarkable 60.18% increase in net profit in the first half of 2025 despite an 18.03% revenue growth [1] - The company has established itself as a leader in the automotive rubber sealing components sector, leveraging over 20 years of experience and technological advancements to capitalize on the rising demand for rubber sealing components in the electric vehicle market [2][3] Industry Trends - The rise of electric vehicles has created new opportunities for the company, as its products are now applicable across the entire thermal management system of electric vehicles, rather than just the air conditioning systems of traditional fuel vehicles [2] - The company is expanding its market share by supplying rubber sealing components to major domestic electric vehicle manufacturers, focusing on products like O-rings and battery stack gaskets [2] Operational Efficiency - The company has invested in automation equipment to enhance production efficiency and improve profitability, with new machines being added to various production lines [2][5] - Automation has led to improved production processes and stronger product quality traceability, which are critical in maintaining high standards for sealing components used in high-pressure and high-temperature environments [2][3] Customer Relationships - The company maintains strong customer loyalty through long-term partnerships, with some clients having over 20 years of collaboration, which fosters trust in product quality and reliability [3] - The company’s ability to quickly respond to customer needs by offering a variety of product options tailored to specific requirements has further strengthened these relationships [4] Strategic Focus - The company emphasizes a "small but beautiful" business model, prioritizing stability and focused growth over aggressive expansion [4] - Continuous investment in research and development has enabled the company to diversify its product offerings and maintain a competitive edge in the market [5]

Core Viewpoint - Longbo Technology (603655.SH) reported significant growth in its performance for the first half of 2025, with a net profit of 19.284 million yuan, representing a year-on-year increase of 60.18% [1][3]. Financial Performance - In the first half of 2025, Longbo Technology's revenue reached 122 million yuan, up 18.03% year-on-year, while the net profit was 19.284 million yuan, reflecting a 60.18% increase [3][4]. - The company has maintained continuous growth in net profit and non-recurring net profit over the past two and a half years, with significant increases in 2023 and 2024 [3][4]. Dividend Policy - Longbo Technology proposed a cash dividend of 0.90 yuan per 10 shares (including tax) for the first half of 2025, resulting in a mid-term dividend payout ratio of 49.03% [1][4]. - In 2024, the company distributed a total of 15.7575 million yuan in cash dividends, achieving a cash dividend ratio of 56.43% [4]. Business Expansion and R&D - The growth in Longbo Technology's performance is attributed to the expansion of its main business and the continuous increase in orders from clients in the new energy sector [1][3]. - The company has been increasing its R&D investment, with R&D expenses accounting for approximately 4% of total revenue, and has developed new products to enhance market share [5][6]. Operational Efficiency - Longbo Technology improved its cost control and operational efficiency, with gross margin rising from 35.11% to 38.54% and net margin increasing from 11.66% to 15.83% in the first half of 2025 [4]. - The company has invested in automation and optimized production processes, contributing to enhanced production efficiency [4][6]. Strategic Adjustments - In the first half of 2025, Longbo Technology changed its fundraising project, reallocating 82.2 million yuan of uninvested funds towards new projects in "automotive rubber functional components for new energy vehicles" and "intelligent warehousing" [1][7]. - This strategic adjustment aims to enhance the company's competitiveness in the new energy vehicle sector and improve overall operational efficiency [7].

Core Viewpoint - Longbo Technology (603655) reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit compared to the previous year [1]. Financial Performance Summary - Total revenue for the first half of 2025 reached 122 million yuan, an increase of 18.03% year-on-year [1]. - Net profit attributable to shareholders was 19.284 million yuan, up 60.18% year-on-year [1]. - In Q2 2025, total revenue was 60.6617 million yuan, reflecting an 8.84% increase year-on-year [1]. - Q2 net profit attributable to shareholders was 8.9877 million yuan, a 29.99% increase year-on-year [1]. - Gross margin improved to 38.54%, up 9.79% year-on-year, while net margin increased to 15.83%, up 35.71% year-on-year [1]. Cost and Efficiency Metrics - Total selling, administrative, and financial expenses amounted to 19.4322 million yuan, accounting for 15.95% of revenue, a decrease of 15.85% year-on-year [1]. - Earnings per share rose to 0.18 yuan, a 61.4% increase year-on-year [1]. - The company's net asset value per share increased to 5.2 yuan, up 2.24% year-on-year [1]. Cash Flow and Asset Management - Cash flow from operating activities per share was 0.09 yuan, a decrease of 9.03% year-on-year [1]. - The company experienced a 108.26% increase in cash and cash equivalents, attributed to reduced investment in financial products [4]. - Accounts receivable increased by 24.03% to 130 million yuan, indicating a growing sales volume [1][4]. Investment and Financial Health - The company’s return on invested capital (ROIC) was reported at 5.03%, indicating average capital returns [3][5]. - The company maintains a healthy cash asset position, with a focus on managing accounts receivable effectively [5].

Group 1 - The stock price of Langbo Technology closed at 34.90 yuan on August 14, 2025, down by 1.96 yuan, a decrease of 5.32% from the previous trading day [1] - The company specializes in the research, production, and sales of automotive rubber components, including rubber parts for power and transmission systems [1] - In the first half of 2025, Langbo Technology achieved operating revenue of 1.22 billion yuan, representing a year-on-year growth of 18.03%, and a net profit attributable to shareholders of 19.28 million yuan, up 60.18% year-on-year [1] Group 2 - The company plans to distribute a cash dividend of 0.9 yuan for every 10 shares [1] - Langbo Technology announced the termination of its original fundraising project for the "Automotive Power System Rubber Component Production Project," reallocating the uninvested 82.2 million yuan to the "New Energy Vehicle Supporting Rubber Functional Parts and Intelligent Warehouse Construction" [1] - As of August 13, 2025, five institutional investors disclosed holdings in the company, totaling 11.59 million shares, which accounts for 10.94% of the total share capital [1] Group 3 - On August 14, 2025, the net inflow of main funds into Langbo Technology was 14.51 million yuan, representing 0.39% of the circulating market value [1] - Over the past five days, the net inflow of main funds was 13.40 million yuan, accounting for 0.36% of the circulating market value [1]

2025年8月14日，朗博科技(603655.SH)发布2025年中报。 公司营业总收入为1.22亿元，较去年同报告期营业总收入增加1861.16万元，实现3年连续上涨，同比较 去年同期上涨18.03%。归母净利润为1928.40万元，较去年同报告期归母净利润增加724.47万元，实现3 年连续上涨，同比较去年同期上涨60.18%。经营活动现金净流入为939.50万元。 公司最新资产负债率为6.19%，较上季度资产负债率减少0.31个百分点。 公司最新毛利率为38.54%，较去年同期毛利率增加3.44个百分点，实现2年连续上涨。最新ROE为 3.50%，较去年同期ROE增加1.27个百分点。 公司摊薄每股收益为0.18元，较去年同报告期摊薄每股收益增加0.07元，实现3年连续上涨，同比较去年 同期上涨61.40%。 公司最新总资产周转率为0.21次，较去年同期总资产周转率增加0.03次，实现3年连续上涨，同比较去年 同期上涨15.98%。最新存货周转率为1.75次。 公司股东户数为6088户，前十大股东持股数量为7640.30万股，占总股本比例为72.08%，前十大股东持 股情况如下： | 序号 | 股东名称 ...

Core Viewpoint - Longbo Technology (603655.SH) reported its 2025 semi-annual results, highlighting a significant increase in institutional investor holdings, indicating growing confidence in the company [1] Institutional Holdings - As of August 13, 2025, five institutional investors disclosed holdings in Longbo Technology A-shares, totaling 11.5926 million shares, which represents 10.94% of the company's total equity [1] - The institutional investor group includes Changzhou Jintan JunTai Investment Consulting Co., Ltd., MORGAN STANLEY & CO. INTERNATIONAL PLC., CITIC Securities Asset Management (Hong Kong) Co., Ltd. - Client Funds, Shanghai Ruitian Investment Management Co., Ltd. - Ruitian Zhengze No. 11 Private Securities Investment Fund, and BARCLAYS BANK PLC. [1] - Compared to the previous quarter, the total institutional holding percentage increased by 1.91 percentage points [1] Foreign Investment Attitude - In this reporting period, three new foreign institutions disclosed their holdings, including MORGAN STANLEY & CO. INTERNATIONAL PLC., CITIC Securities Asset Management (Hong Kong) Co., Ltd. - Client Funds, and BARCLAYS BANK PLC. [1]