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日联科技2025年中报简析:营收净利润同比双双增长,公司应收账款体量较大
Zheng Quan Zhi Xing· 2025-08-30 23:24
据证券之星公开数据整理,近期日联科技(688531)发布2025年中报。截至本报告期末,公司营业总收 入4.6亿元,同比上升38.34%,归母净利润8279.36万元,同比上升7.8%。按单季度数据看,第二季度营 业总收入2.61亿元,同比上升42.55%,第二季度归母净利润4746.52万元,同比上升10.44%。本报告期 日联科技公司应收账款体量较大,当期应收账款占最新年报归母净利润比达228.16%。 本次财报公布的各项数据指标表现尚佳。其中,毛利率44.12%,同比减2.88%,净利率17.9%,同比减 22.42%,销售费用、管理费用、财务费用总计8724.15万元,三费占营收比18.95%,同比增9.56%,每股 净资产29.2元,同比增5.2%,每股经营性现金流0.45元,同比增240.93%,每股收益0.72元,同比增 7.46% 财报体检工具显示: 建议关注公司现金流状况(近3年经营性现金流均值/流动负债仅为11.24%) 建议关注公司应收账款状况(应收账款/利润已达228.16%) 分析师工具显示:证券研究员普遍预期2025年业绩在1.87亿元,每股收益均值在1.57元。 | 项目 | 2 ...
日联科技2025半年报:营收净利双增长
Zhong Zheng Wang· 2025-08-30 07:03
Financial Performance - In the first half of 2025, the company reported revenue of 460 million yuan, a year-on-year increase of 38.34% [1] - The net profit attributable to shareholders was 82.79 million yuan, up 7.8% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 59.66 million yuan, reflecting a year-on-year growth of 15.34% [1] - Operating cash flow net amount reached 51.12 million yuan, a significant increase of 240.93% year-on-year [1] - R&D expenses totaled 54.46 million yuan, representing a year-on-year increase of 32.34%, accounting for 11.83% of revenue [1] Market Position and Product Development - The company is the only domestic enterprise to achieve large-scale application of X-ray intelligent detection equipment across almost all industrial sectors [1] - It has accumulated nearly 4,000 downstream customers, maintaining a leading advantage in customer resources within the industry [1] - The company has developed over a hundred standardized devices, showcasing strong product R&D and industrialization capabilities [1] Business Expansion and Technological Advancements - The company is expanding from back-end packaging testing to front-end wafer testing in the integrated circuit and electronics manufacturing sectors, opening up further market space [2] - Benefiting from rapid growth in consumer electronics, automotive electronics, and AI sectors, the business in this area maintains high growth [2] - The company has achieved full coverage in online and offline detection for various battery types, including power, consumer, and energy storage batteries [2] - It is a leading player in the detection technology for new processes such as semi-solid and solid-state batteries, ensuring ample technical strength for future market growth [2] Strategic Initiatives and Global Expansion - The company has developed into a domestic leader in the casting, welding, and materials sector, particularly in the automotive manufacturing field [2] - It has successfully expanded its business into food foreign object detection, developing multiple series of X-ray intelligent detection devices and AI deep learning algorithms [2] - The company has achieved full-spectrum coverage of X-ray sources, becoming the only domestic enterprise to cover the entire chain from basic theory to preparation processes [3] - The company has established a global strategic layout with domestic bases in Wuxi, Chongqing, and Shenzhen, and overseas bases in Singapore, Malaysia, Hungary, and the USA [3] - Overseas revenue exceeded 10% for the first time, indicating that international markets are becoming a new growth point for the company [3] - The company is pursuing a strategy of horizontal expansion and vertical deepening through acquisitions, enhancing its industrial layout and creating new business growth points [3]
日联科技集团股份有限公司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重大风险提示 公司已在报告中详细描述可能存在的相关风险,敬请查阅第三节 管理层讨论与分析"四、风险因素"部 分内容。 1.3本公司董事会、监事会及董事、监事、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。 1.4公司全体董事出席董事会会议。 1.5本半年度报告未经审计。 1.6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 1.7是否存在公司治理特殊安排等重要事项 □适用 √不适用 第二节 公司基本情况 2.1公司简介 公司股票简况 ■ 公司存托凭证简况 □适用 √不适用 联系人和联系方式 ■ 2.2主要财务数据 单位:元 币种:人民币 ■ 2.3前10名股东持股情况表 单位: 股 ■ 2.4前十名境内存托凭证持有人情况表 □适用 √不适用 2.5截至报告期末表决权数量前十名股东情况表 □适用 √不适用 2.6截至报告期末的优先股股 ...
日联科技集团股份有限公司
Fundraising Overview - The company raised a total of RMB 302,495.13 million by issuing 19,851,367 shares at a price of RMB 152.38 per share, with a net amount of RMB 273,079.07 million after deducting issuance costs [1][19] - As of June 30, 2025, the balance in the fundraising special account was RMB 16,199.4 million, with RMB 94,300 million used for cash management and RMB 57,497.87 million invested in projects [2] Fund Management - The company has established a fundraising management system in compliance with relevant laws and regulations, ensuring dedicated storage and management of the raised funds [3] - A tripartite supervision agreement has been signed with the sponsor and banks holding the fundraising account to ensure proper oversight [4] Fund Usage - The company has not used idle funds for temporary working capital as of June 30, 2025 [6] - The company has approved the use of up to RMB 180,000 million of idle funds for cash management, investing in low-risk financial products with a maturity of no more than 12 months [7][8] - As of June 30, 2025, the balance of idle funds under cash management was RMB 94,300 million [9] Project Investment - The company has not made any pre-investments or replacements for fundraising projects during the reporting period [5] - The company has replaced RMB 10,979.33 million of its own funds with raised funds for project payments [12] - All fundraising projects, including the X-ray source industrialization project and R&D center construction project, have been completed with no surplus funds [12] Changes in Fundraising Projects - There have been no changes or transfers of fundraising projects as of June 30, 2025 [13][14] Compliance and Disclosure - The company has complied with disclosure requirements regarding the management and usage of raised funds, with no violations reported [15]
日联科技:2025年半年度归属于上市公司股东的净利润同比增长7.80%
Zheng Quan Ri Bao· 2025-08-29 13:38
证券日报网讯 8月29日晚间,日联科技发布公告称,2025年半年度公司实现营业收入460,391,403.08 元,同比增长38.34%;归属于上市公司股东的净利润为82,793,599.91元,同比增长7.80%。 (文章来源:证券日报) ...
日联科技(688531):业绩符合预期,打造工业检测平台型企业
HUAXI Securities· 2025-08-29 13:01
Investment Rating - The report assigns an "Accumulate" rating to the company [4]. Core Views - The company achieved revenue of 460 million yuan in H1 2025, representing a year-on-year increase of 38.34%, with a net profit attributable to shareholders of 83 million yuan, up 7.80% year-on-year [1]. - The company signed new orders in H1 2025, nearly doubling compared to the previous year, driven by enhanced product strength, brand power, and market share [2]. - The gross margin for H1 2025 was 44.12%, slightly down by 1.31 percentage points year-on-year, attributed to changes in product structure [2][3]. - The company is actively promoting domestic substitution of equipment and X-ray sources, with future growth potential expected [4]. Financial Performance - In H1 2025, the company's revenue from X-ray detection equipment reached 409 million yuan, a year-on-year increase of 40.67% [2]. - The company’s operating expenses increased due to the establishment of overseas factories and the expansion of R&D centers [3]. - The company expects revenues of 1.037 billion, 1.389 billion, and 1.805 billion yuan for 2025, 2026, and 2027 respectively, with year-on-year growth rates of 40.2%, 34.0%, and 30.0% [12]. Product Development and Market Expansion - The company has developed over a hundred standardized X-ray detection devices, achieving full coverage of 3D/CT detection technology in downstream fields [4]. - The company has made significant progress in global expansion, with overseas revenue accounting for over 10% for the first time, covering over 70 countries and regions [9]. - The company has invested in acquisitions that align with its strategic direction, enhancing its technological and market capabilities [10]. Future Outlook - The company is expected to continue expanding its overseas market presence, which may contribute to new performance growth points as production capacity increases [9]. - The company has a comprehensive coverage of various types of X-ray sources and has achieved mass production of key components, indicating strong competitive positioning [8].
日联科技:董事辞职
Zheng Quan Ri Bao Wang· 2025-08-29 12:50
Core Viewpoint - JiuLian Technology announced the resignation of non-independent director Jin Shenghan due to personal reasons, and he will no longer hold any position in the company [1] Group 1 - Jin Shenghan submitted a written resignation report to the company [1] - The resignation is effective immediately, and Jin Shenghan will not serve in any capacity within the company post-resignation [1]
日联科技上半年新签订单同比增长近一倍,AI+射线源拓宽护城河
Core Insights - Company achieved significant growth in new orders and cash flow in the first half of 2025, with a nearly doubled year-on-year increase in new orders and over a doubled increase in operating cash flow [1] - The company reported a revenue of 460 million yuan, a year-on-year increase of 38.34%, and a net profit attributable to shareholders of 82.79 million yuan, a year-on-year increase of 7.8% [1] - The company has established a strong technological moat through innovation in X-ray source and AI imaging software, leading to a competitive edge in the industrial X-ray detection market [4][5] Financial Performance - In Q2 2025, the company achieved a revenue of 261 million yuan, a year-on-year increase of 42.55% and a quarter-on-quarter increase of 30.76% [1] - The net profit for Q2 was 47.47 million yuan, a year-on-year increase of 10.44% and a quarter-on-quarter increase of 34.35% [1] - The company’s R&D expenses reached 54.46 million yuan, a year-on-year increase of 32.34%, accounting for 11.83% of revenue [4] Market Position and Expansion - The company is the only domestic enterprise with large-scale applications of X-ray intelligent detection equipment across nearly all industrial sectors, maintaining a leading position in various fields [2] - In the semiconductor sector, the company is expanding from back-end testing to front-end wafer testing, capitalizing on significant domestic substitution opportunities [2] - The company has established a strong presence in the new energy battery sector, providing detection solutions for various battery types and keeping pace with industry trends [2] Technological Advancements - The company has developed a proprietary "micro-focus X-ray source," breaking the long-standing foreign monopoly and addressing critical technology gaps in China [4] - The AI imaging software developed by the company enhances detection efficiency and accuracy, forming a closed-loop system of data, algorithms, and computing power [5] - The company has accumulated 650 intellectual property registrations, including 101 invention patents, reinforcing its technological leadership [4] Strategic Growth Initiatives - The company is actively pursuing mergers and acquisitions, having acquired Innovate Electronics and Zhuhai Jiuyuan, which align with its strategic direction and are expected to create new growth points [6] - The company is expanding its global footprint, with overseas revenue exceeding 10% for the first time, reflecting an 82.82% year-on-year growth in international sales [7] - Future plans include further investments in various detection technologies to complement X-ray detection, aiming to build a comprehensive industrial detection platform [6]
日联科技:选举职工代表董事
Zheng Quan Ri Bao Wang· 2025-08-29 12:46
证券日报网讯8月29日晚间,日联科技发布公告称,公司于2025年8月29日召开职工代表大会,经全体与 会职工代表表决,同意选举辛晨先生为公司第四届董事会职工代表董事。 ...
日联科技(688531.SH)上半年净利润8279.36万元,同比增长7.80%
Ge Long Hui A P P· 2025-08-29 10:08
格隆汇8月29日丨日联科技(688531.SH)发布2025年半年度报告,报告期实现营业收入4.6亿元,同比增长 38.34%;归属上市公司股东的净利润8279.36万元,同比增长7.80%;扣除非经常性损益后的归属于上市 公司股东的净利润5965.64万元,同比增长15.34%;基本每股收益0.72元。 ...