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]

中邮科技股份有限公司2025 年半年度报告 公司代码：688648 公司简称：中邮科技 中邮科技股份有限公司 2025 年半年度报告 1 / 181 中邮科技股份有限公司2025 年半年度报告 重要提示 一、 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。 二、 重大风险提示 报告期内，不存在对公司生产经营产生实质性影响的特别重大风险。公司在经营过程中可能 面临的风险，敬请查阅本半年度报告"第三节 管理层讨论与分析"之"四、风险因素"部分，敬 请投资者注意投资风险。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人杨效良、主管会计工作负责人王江红及会计机构负责人（会计主管人员）梁艾 蓉声明：保证半年度报告中财务报告的真实、准确、完整。 六、 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 七、 是否存在公司治理特殊安排等重要事项 九、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 十、 是否存在违反规定决策程序对外提供担保的情况 否 十一、 ...

Group 1 - The company will hold a performance briefing on September 1, 2025, from 15:00 to 17:00 at the Shanghai Stock Exchange Roadshow Center [2][4] - The briefing will be conducted in an online text interaction format, allowing investors to participate remotely [3][5] - Investors can submit questions from August 25 to August 29, 2025, before the briefing, through the Roadshow Center website or via the company's email [6][5] Group 2 - The company will release its 2025 semi-annual report on August 28, 2025, and will address common investor concerns during the briefing [3][4] - Key personnel attending the briefing include the Chairman, Independent Directors, General Manager, and Financial Director [4][6] - After the briefing, investors can access the main content and details of the event through the Roadshow Center [6][7]