Group 1 - As of August 29, 2023, 4,816 companies have released their semi-annual reports for 2025, with 2,571 reporting a year-on-year increase in net profit and 2,245 reporting a decrease [1] - 2,801 companies reported a year-on-year increase in operating revenue, while 2,015 reported a decline [1] - 1,940 companies experienced simultaneous growth in both net profit and operating revenue, while 1,384 companies saw declines in both metrics [1] Group 2 - Among the companies that reported significant growth, Wanchen Group had the highest net profit increase of 50,358.80% and an operating revenue increase of 106.89% [1] - Other notable companies with substantial net profit growth include Xinte Electric (49,775.01%) and Southern Precision (32,852.69%) [1] - Companies like *ST Songfa and *ST Nanzhi reported significant declines in both net profit and operating revenue [1]

Financial Performance - Company reported a total revenue of 434 million yuan for the first half of 2025, representing a year-on-year increase of 12.07% [1] - Net profit attributable to shareholders reached 695 million yuan, showing a significant year-on-year increase of 2187.41% [1] - In Q2 2025, total revenue was 205 million yuan, up 14.92% year-on-year, while net profit for the quarter was 717 million yuan, reflecting a staggering increase of 5426.22% [1] Profitability Metrics - Gross margin decreased to 5.45%, down 58.3% year-on-year, while net margin improved to 160.23%, an increase of 1962.65% [1] - Total selling, administrative, and financial expenses amounted to 62.064 million yuan, accounting for 14.31% of revenue, which is a 16.4% increase year-on-year [1] - Earnings per share (EPS) rose to 5.11 yuan, marking a year-on-year increase of 2229.17% [1] Financial Health - Cash and cash equivalents increased to 1.177 billion yuan, a rise of 77.27% compared to the previous year [1] - The company’s debt levels remained low, with interest-bearing liabilities at 5.8017 million yuan, up 7.66% year-on-year [1] - The average operating cash flow over the past three years is only 3.7% of current liabilities, indicating a need for careful monitoring of cash flow [3] Historical Context - The company has shown a median Return on Invested Capital (ROIC) of 5.94% since its listing, with a notably poor ROIC of -9.48% in 2024 [3] - The historical financial performance has been generally average, with one year of losses since its IPO [3]

Group 1 - The company reported a revenue of 434 million yuan for the first half of 2025, representing a year-on-year growth of 12.07% [1] - The net profit attributable to the parent company was 695 million yuan, marking a turnaround from a loss to profit year-on-year [1] - The company reported a non-recurring net profit loss of 55.17 million yuan [1] - The basic earnings per share were 5.11 yuan [1]

Core Viewpoint - The A-share market is experiencing a significant increase in the disclosure of 2025 semi-annual reports, with over 30 companies reporting a year-on-year doubling of net profits, and some companies even seeing profits surge by over 100 times [1][5]. Group 1: Companies with Doubling Profits - Over 30 companies reported a year-on-year doubling of net profits for the first half of 2025 [5]. - Honghe Technology reported a revenue of approximately 550 million yuan, a 35% increase year-on-year, and a net profit of 87.3751 million yuan, which represents a staggering increase of over 10,587.74% compared to the previous year's profit of 817,500 yuan [3]. - *ST Kaixin achieved a revenue of approximately 128 million yuan, a year-on-year increase of 204.86%, and a net profit of 31.6534 million yuan, marking a 2,465.61% increase [4]. - Tianchen Co. reported a revenue of 175 million yuan, with a significant increase of 76.79% year-on-year, and a net profit of 18.9503 million yuan, reflecting a 646.67% increase [4]. Group 2: Companies Turning Losses into Profits - Several companies reported turning losses into profits in their 2025 semi-annual reports [6][7]. - Zhongyou Technology reported a revenue of 434 million yuan, a 12.07% increase year-on-year, and a net profit of 695 million yuan, marking a turnaround from losses [7]. - Zhonggang Luonai reported a revenue of 1.011 billion yuan, a 10.49% decrease year-on-year, but achieved a net profit of 32.6247 million yuan, turning around from a loss of approximately 5.561 million yuan in the previous year [8].

Meeting Overview - The second meeting of the second supervisory board of Zhongyou Technology Co., Ltd. was held on August 27, 2025, via telecommunication voting, with all three supervisors participating [1]. - The meeting was convened by the chairwoman of the supervisory board, Song Yun, and complied with relevant laws and regulations [1]. Meeting Resolutions Half-Year Report - The supervisory board approved the company's 2025 half-year report and its summary, confirming that the preparation and review processes adhered to legal and regulatory requirements [1]. - The report accurately reflects the company's operational management and financial status for the first half of 2025, ensuring the information is truthful and complete [1]. Fund Usage Report - The supervisory board also approved the special report on the storage and actual use of raised funds for the first half of 2025, affirming compliance with the Shanghai Stock Exchange's regulations and the company's fund management policies [2]. - The company has maintained dedicated accounts for the raised funds and has used them appropriately, with no violations or misappropriations reported [2].

中邮科技股份有限公司 2025 年半年度募集资金存放与实际使用情况的专项报告 证券代码：688648 证券简称：中邮科技 公告编号：2025-035 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、准确性和完整性依法承担法律责任。 根据中国证券监督管理委员会《上市公司募集资金监管规则》（证监会公告 〔2025〕10 号）和上海证券交易所印发的《上海证券交易所科创板上市公司自 律监管指引第 1 号——规范运作（2025 年 5 月修订）》（上证发〔2025〕69 号） 等相关规定，中邮科技股份有限公司（以下简称"公司"或"本公司"）2025 年半年 度募集资金存放与实际使用情况报告如下： 一、募集资金基本情况 （一）实际募集资金金额和资金到账时间 根据中国证券监督管理委员会《关于同意中邮科技股份有限公司首次公开发 行股票注册的批复》（证监许可〔2023〕728 号），本公司由主承销商中国国际 金融股份有限公司和中邮证券有限责任公司采用余额包销方式，向社会公众公开 发行人民币普通股（A 股）股票 34,000,000 股，发行价为每股人民币 15.18 元， ...

中邮科技股份有限公司 2025 年度 "提质增效重回报"行动方案的半年度评估报告 中邮科技股份有限公司（以下简称"中邮科技"或"公司"）为践行 "以投资者为本"的发展理念，贯彻落实上海证券交易所《关于开展沪 市公司"提质增效重回报"专项行动的倡议》，维护公司全体股东利益， 于 2025 年 4 月 29 日披露了《中邮科技股份有限公司 2025 年度"提质 增效重回报"行动方案》，现将 2025 年上半年行动方案的实施情况报 告如下： 一、执行情况评估 （一）国内外市场双轮驱动，持续优化业务布局 国内市场拓展方面，公司持续保持与邮政、顺丰、京东等核心客 户深度合作，同时加大新客户的开拓力度，新增联邦快递（中国）、 富士康、吉速等客户；公司不断丰富产品和服务内容，为客户提供智 能"仓储+分拣输送"一体化解决方案和无人化处理中心综合解决方案， 拓展了智能仓储、集中维保、一体化运营等业务，持续优化业务布局； 智能展览展示车产品持续获得客户认可，第三代移动分拣车、自动装 卸车和新能源邮政车等产品也取得良好市场反响。 国际市场拓展方面，公司通过加强海外营销队伍建设、积极参加 行业国际展会、加大海外营销渠道建设等措施，不 ...

中邮科技股份有限公司（以下简称"公司"）第二届监事会 2025 年第二次会 议（以下简称"本次会议"）通知于 2025 年 8 月 22 日以电子邮件方式发出，会议 于 2025 年 8 月 27 日以通讯表决方式召开。本次会议由公司监事会主席宋云女士 召集，会议应参加表决监事 3 人，实际参加表决监事 3 人。 本次会议的召开程序符合有关法律、行政法规、部门规章、规范性文件和《中 邮科技股份有限公司章程》（以下简称"《公司章程》"）的有关规定，会议决议 合法有效。 证券代码：688648 证券简称：中邮科技 公告编号：2025-034 中邮科技股份有限公司 第二届监事会 2025 年第二次会议决议公告 本公司监事会及全体监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、准确性和完整性依法承担法律责任。 一、监事会会议召开情况 二、监事会会议审议情况 （一）审议通过《关于<公司 2025 年半年度报告>及其摘要的议案》 经审议，监事会认为公司 2025 年半年度报告及其摘要的编制和审议程序符 合法律、法规、《公司章程》和公司内部管理制度的各项规定；公司 2025 年半 年度报 ...

Core Viewpoint - Zhongyou Technology (688648.SH) reported a significant turnaround in its financial performance for the first half of the year, with a notable increase in revenue and net profit driven by asset disposal gains [1] Financial Performance - The company achieved an operating revenue of 434 million yuan, representing a year-on-year growth of 12.07% [1] - The net profit attributable to shareholders reached 695 million yuan, marking a return to profitability compared to the previous period [1] - The increase in net profit was primarily due to the disposal gains from the land use rights of an old factory in Tianhe District, Guangzhou [1] Non-Recurring Profit Impact - The net profit attributable to shareholders, excluding non-recurring gains and losses, was -55.17 million yuan, indicating challenges in the core business [1] - The decline in net profit, when adjusted for non-recurring items, was mainly attributed to intensified industry competition and a decrease in gross margin [1]

Financial Performance - The company's operating revenue for the first half of 2025 was CNY 433.57 million, representing a 12.07% increase compared to CNY 386.88 million in the same period last year[18]. - The total profit for the period reached CNY 822.25 million, a significant recovery from a loss of CNY 32.85 million in the previous year[18]. - Net profit attributable to shareholders was CNY 694.70 million, compared to a loss of CNY 33.28 million in the same period last year[18]. - The net cash flow from operating activities was -CNY 27.55 million, an improvement from -CNY 252.14 million in the previous year[18]. - Basic earnings per share for the period were CNY 5.11, a recovery from -CNY 0.24 in the same period last year[19]. - The net profit excluding non-recurring gains and losses was RMB -55.17 million[78]. - The total comprehensive income for the first half of 2025 was ¥694,701,224.60, compared to a loss of ¥33,280,527.05 in the same period of 2024[192]. - Operating profit for the first half of 2025 was ¥30,961,596.34, compared to an operating loss of ¥7,995,380.97 in the first half of 2024, reflecting improved operational efficiency[195]. Assets and Liabilities - The company's net assets attributable to shareholders increased by 44.54% to CNY 2.25 billion from CNY 1.56 billion at the end of the previous year[18]. - Total assets grew by 17.40% to CNY 3.22 billion compared to CNY 2.74 billion at the end of the previous year[18]. - Total assets at the end of the reporting period reached CNY 3,219,000,000, reflecting a year-on-year increase of 10.93%[84]. - Total liabilities amounted to ¥964,876,740.46, down from ¥1,182,233,143.47, representing a decline of around 18.4%[183]. - Current liabilities decreased to ¥956,136,518.69 from ¥1,170,754,132.93, a reduction of approximately 18.3%[182]. Research and Development - The research and development expenditure as a percentage of operating revenue decreased to 8.34% from 11.01% in the previous year, a reduction of 2.67 percentage points[19]. - The company invested CNY 36.1783 million in R&D during the reporting period and filed 15 new patent applications, including 5 invention patents and 10 utility model patents[38]. - Research and development expenses for the first half of 2025 were ¥35,103,215.74, a decrease of 16.0% from ¥41,775,027.10 in the previous year[190]. - The company has accumulated a total of 286 patents, including 95 invention patents, 184 utility model patents, and 7 design patents, along with 171 registered software copyrights[44]. Market and Competition - The logistics equipment industry is experiencing a growth in express delivery volume, which reached 956.4 billion items, a year-on-year increase of 19.3%[27]. - The company attributed the net profit increase primarily to the disposal gains from the land use rights of an old factory in Guangzhou[19]. - The decline in net profit after excluding non-recurring gains was mainly due to intensified industry competition and a decrease in gross margin[19]. - The company faces risks related to market competition and potential losses due to economic downturns or increased raw material prices[71]. Product Development and Innovation - The company is focused on enhancing its R&D, marketing, manufacturing, and delivery capabilities to improve its core competitiveness in the smart logistics system sector[29]. - The integration of advanced technologies such as AI, IoT, and big data is driving the evolution of the smart logistics equipment industry towards digitalization and automation[30]. - The company has developed a core product system in intelligent logistics equipment, including cross-belt sorting machines and automatic packaging machines, addressing various application scenarios and user needs[44]. - The company has developed a range of new products, including a second-generation automatic sorting system and a third-generation mobile sorting platform, to enhance its product offerings[38]. Financial Management and Commitments - The company has implemented a comprehensive budget management system to strengthen financial control and improve project cost management[41]. - The company has established a detailed management system for the use of raised funds to protect investor interests and ensure funds are used appropriately[120]. - The company commits to fulfilling measures to compensate for any dilution of immediate returns to investors[123]. - The company guarantees that the prospectus and other disclosures do not contain false statements or omissions, and will bear legal responsibility for their accuracy[112]. Shareholder and Governance - The controlling shareholder, Zhongyou Capital, has a lock-up commitment for 36 months starting from June 15, 2022, prohibiting the transfer or management of shares prior to the IPO[96]. - Directors and senior management are prohibited from transferring their shares for 12 months post-IPO and for 6 months after leaving their positions[103]. - The company has committed to ensuring that its controlled entities do not engage in similar business activities that could harm the issuer's interests[140]. - The company will ensure compliance with all legal and regulatory requirements during any share reduction activities[108].