证券代码：001311 证券简称：多利科技 滁州多利汽车科技股份有限公司 2、请问公司目前主要客户有哪些？近期是否有大的变化？ 公司目前主要的客户包括特斯拉、零跑汽车、蔚来汽车、理想汽车、比亚 迪、江淮汽车、上汽集团、上汽大众、上汽通用等整车制造商和新朋股份、上 海同舟等汽车零部件制造商。2025 年上半年，公司客户结构稳定，并持续与 部分潜在客户进行对接沟通，积极拓展新客户、新产品，持续完善客户结构， 提高市场竞争力。 3、请问公司目前的排产情况如何，预计三四季度是否会有所改善？ 基于客户针对下半年终端产品产销量的量化预估，公司针对主要客户第三 季度的订单排期相较于第二季度将有所增加。公司后续会持续关注主要客户新 产品动态以及终端销售数据，为客户提供全面且多元的产品，进而强化公司的 核心竞争力。 投资者关系活动记录表 编号：2025-003 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系活 | 媒体采访 □业绩说明会 | | | 新闻发布会 路演活动 | | 动类别 | 现场参观 | | | 其他（电话会议） | | | 天风证券、西部证券、长江证券、中泰证券 ...

Investment Rating - The report maintains a "Recommendation" rating for the company with a target price of 30.5 yuan [1][7]. Core Views - The company's 2Q performance faced pressure, but growth is expected in the second half of the year. The revenue for the first half of 2025 was 1.73 billion yuan, a year-on-year increase of 13%, while the net profit attributable to the parent company was 157 million yuan, a year-on-year decrease of 28% [1][7]. - The report highlights that the company has a stable customer structure, including major clients in the new energy vehicle sector, which supports its long-term development [7][8]. Financial Summary - **Revenue Forecasts**: The total revenue is projected to be 3.59 billion yuan in 2024, increasing to 3.97 billion yuan in 2025, with a year-on-year growth rate of 10.5% [3][8]. - **Net Profit Forecasts**: The net profit attributable to the parent company is expected to decrease from 425 million yuan in 2024 to 379 million yuan in 2025, reflecting a year-on-year decline of 10.8% [3][8]. - **Earnings Per Share (EPS)**: The EPS is projected to be 1.37 yuan in 2024, decreasing to 1.22 yuan in 2025, before recovering to 1.43 yuan in 2026 [3][8]. - **Valuation Ratios**: The price-to-earnings (P/E) ratio is expected to be 20 times in 2025, decreasing to 17 times in 2026 and further to 14 times in 2027 [3][8]. Business Development - The company is recognized as a leader in stamping and integrated die-casting, with a diversified layout supporting its medium to long-term growth. It has established a strong customer base in the new energy vehicle sector, including Tesla and other domestic manufacturers [7][8]. - The report notes that the company has begun to ramp up production capacity in its new factory, which is expected to contribute positively to future revenue growth [7][8].

Group 1 - The core viewpoint of the news is that Doli Technology (001311.SZ) reported a decrease in institutional ownership in its A-shares, with a total of 721.36 million shares held by 9 institutional investors, representing 2.32% of the total share capital, a decline of 0.62 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, there were 2 public funds that increased their holdings, including Southern CSI 1000 ETF and Penghua Dynamic Growth Mixed (LOF), with an increase ratio of 0.15% [2] - There were 3 new public funds disclosed compared to the previous quarter, including Huaxia CSI 1000 ETF, Huazhong Carbon Neutral Mixed A, and Yongying Value Discovery Mixed Initiated A [2] - In the pension fund perspective, there was 1 pension fund that increased its holdings, namely the Basic Pension Insurance Fund 16052 Combination, with an increase ratio of 0.2% [2] - In the insurance capital direction, there was 1 insurance capital that increased its holdings, which is Zhonghui Life Insurance Co., Ltd. - Traditional Products, with a slight increase [2] - Regarding foreign capital, there was 1 foreign institution that was not disclosed in the previous quarter, namely Hong Kong Central Clearing Limited [2]

证券日报网讯 8月21日晚间，多利科技发布2025年半年度报告摘要称，2025年半年度公司实现营业收入 为1，734，484，239.91元，同比增长13.15%；实现归属于上市公司股东的净利润为157，401，611.39 元，同比下降28.13%。 （文章来源：证券日报） ...

| 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 营业收入(元) | 1.734.484.239.91 | 1,532,881,971.78 | | 归属于上市公司股东的净利润(元) | 157,401,611.39 | 219.011.253.93 | | 归属于上市公司股东的扣除非经常性损益的 净利润(元) | 145,140,303.85 | 213.852.000.16 | | 经营活动产生的现金流量净额(元) | 245,381,980.08 | 344.207.098.74 | | 基本每股收益(元/股) | 0.51 | 0.92 | | 稀释每股收益(元/股) | 0.51 | 0.92 | | 加权平均净资产收益率 | 3.43% | 4.98% | | 项目 | 本报告期末 | 上年度末 | | 总资产(元) | 6,007,567,640.40 | 5,903,292,570.94 | | 归属于上市公司股东的净资产(元) | 4,554,969,103.51 | 4,560,505,963.95 | 以8月21日收盘价计算，多利科技目前市盈率（TTM ...

多利科技8月21日披露的半年报显示，公司上半年实现营业收入17.34亿元，同比增长13.15%；归属于上 市公司股东的净利润1.57亿元，同比下降28.13%；基本每股收益0.51元。 ...

Group 1 - Xiamen Tungsten's revenue for the first half of 2025 reached 19.178 billion yuan, an increase of 11.75% year-on-year [1] - Xiamen Tungsten's net profit attributable to shareholders decreased by 4.37% year-on-year to 972 million yuan [1] - Xiamen Tungsten plans to distribute a cash dividend of 1.84 yuan per 10 shares [1] Group 2 - Sinopec's revenue for the first half of 2025 was 1.41 trillion yuan, a decrease of 10.6% year-on-year [1][2] - Sinopec's net profit attributable to shareholders fell by 39.8% year-on-year to 21.483 billion yuan [1][2] - Sinopec's basic earnings per share were 0.177 yuan [1] Group 3 - Xinhua Department Store's revenue for the first half of 2025 was 3.254 billion yuan, a decrease of 0.99% year-on-year [3][4] - Xinhua Department Store's net profit attributable to shareholders decreased by 2.52% year-on-year to 86.08 million yuan [3][4] - Xinhua Department Store plans to distribute a cash dividend of 1 yuan per 10 shares [3] Group 4 - Huaqin Technology's revenue for the first half of 2025 reached 516 million yuan, an increase of 6.44% year-on-year [5][6] - Huaqin Technology's net profit attributable to shareholders decreased by 32.45% year-on-year to 146 million yuan [5][6] - Huaqin Technology plans to distribute a cash dividend of 1.3 yuan per 10 shares [5] Group 5 - Tianhao Energy's revenue for the first half of 2025 was 1.372 billion yuan, a decrease of 32.15% year-on-year [7] - Tianhao Energy's net profit attributable to shareholders decreased by 32.08% year-on-year to 69.01 million yuan [7] - Tianhao Energy's basic earnings per share were 0.0798 yuan [7] Group 6 - Wanliyang's revenue for the first half of 2025 reached 2.812 billion yuan, an increase of 2.69% year-on-year [8][9] - Wanliyang's net profit attributable to shareholders increased by 50.24% year-on-year to 277 million yuan [8][9] - Wanliyang's basic earnings per share were 0.21 yuan [8] Group 7 - Kede CNC's revenue for the first half of 2025 was 295 million yuan, an increase of 15.24% year-on-year [10] - Kede CNC's net profit attributable to shareholders increased by 1.27% year-on-year to 49.06 million yuan [10] - Kede CNC's basic earnings per share were 0.4582 yuan [10] Group 8 - Saifutian's revenue for the first half of 2025 reached 1.06 billion yuan, an increase of 62.41% year-on-year [11] - Saifutian achieved a net profit of 3.08 million yuan, recovering from a loss of 12.49 million yuan in the previous year [11] - Saifutian's basic earnings per share were 0.01 yuan [11] Group 9 - Funeng's revenue for the first half of 2025 was 6.369 billion yuan, a decrease of 4.44% year-on-year [13][14] - Funeng's net profit attributable to shareholders increased by 12.48% year-on-year to 1.337 billion yuan [13][14] - Funeng plans to distribute a cash dividend of 0.73 yuan per 10 shares [13] Group 10 - Ningbo Shipping reported a net loss of 39.23 million yuan for the first half of 2025 [15][16] - Ningbo Shipping's revenue for the first half of 2025 was 1.157 billion yuan, an increase of 11.33% year-on-year [15][16] - Ningbo Shipping's basic earnings per share were a loss of 0.0325 yuan [15] Group 11 - Samsung Medical's revenue for the first half of 2025 reached 7.972 billion yuan, an increase of 13.93% year-on-year [17][18] - Samsung Medical's net profit attributable to shareholders increased by 6.93% year-on-year to 1.23 billion yuan [17][18] - Samsung Medical plans to distribute a cash dividend of 4.85 yuan per 10 shares [17] Group 12 - Huiding Technology's revenue for the first half of 2025 was 2.251 billion yuan, a decrease of 0.20% year-on-year [20] - Huiding Technology's net profit attributable to shareholders increased by 35.74% year-on-year to 431 million yuan [20] - Huiding Technology plans to distribute a cash dividend of 0.15 yuan per share [20] Group 13 - Baihua Pharmaceutical's revenue for the first half of 2025 reached 202 million yuan, an increase of 2.95% year-on-year [21] - Baihua Pharmaceutical's net profit attributable to shareholders increased by 12.45% year-on-year to 25.48 million yuan [21] - Baihua Pharmaceutical's basic earnings per share were 0.0663 yuan [21] Group 14 - Stanley's revenue for the first half of 2025 was 6.391 billion yuan, an increase of 12.66% year-on-year [22][23] - Stanley's net profit attributable to shareholders increased by 18.9% year-on-year to 607 million yuan [22][23] - Stanley plans to distribute a cash dividend of 0.45 yuan per 10 shares [22] Group 15 - Duoli Technology's revenue for the first half of 2025 reached 1.734 billion yuan, an increase of 13.15% year-on-year [24] - Duoli Technology's net profit attributable to shareholders decreased by 28.13% year-on-year to 157 million yuan [24] - Duoli Technology's basic earnings per share were 0.51 yuan [24] Group 16 - Datang Telecom reported a net loss of 81.17 million yuan for the first half of 2025 [25][26] - Datang Telecom's revenue for the first half of 2025 was 275 million yuan, a decrease of 3.32% year-on-year [25][26] - Datang Telecom's basic earnings per share were a loss of 0.0623 yuan [25] Group 17 - Niuwei Co.'s revenue for the first half of 2025 reached 3.404 billion yuan, an increase of 19.96% year-on-year [27][28] - Niuwei Co.'s net profit attributable to shareholders increased by 30.44% year-on-year to 637 million yuan [27][28] - Niuwei Co. plans to distribute a cash dividend of 5.8 yuan per 10 shares [27] Group 18 - ST Zhiyun reported a net loss of 106 million yuan for the first half of 2025 [29][30] - ST Zhiyun's revenue for the first half of 2025 was 89.13 million yuan, a decrease of 63.59% year-on-year [29][30] - ST Zhiyun's basic earnings per share were a loss of 0.37 yuan [29] Group 19 - Huace Testing's revenue for the first half of 2025 reached 2.96 billion yuan, an increase of 6.05% year-on-year [31] - Huace Testing's net profit attributable to shareholders increased by 7.03% year-on-year to 467 million yuan [31] - Huace Testing plans to distribute a cash dividend of 0.5 yuan per 10 shares [31] Group 20 - Taixiang's revenue for the first half of 2025 was 219 million yuan, an increase of 6.57% year-on-year [32] - Taixiang's net profit attributable to shareholders increased by 16.12% year-on-year to 25.30 million yuan [32] - Taixiang's basic earnings per share were 0.2533 yuan [32] Group 21 - Huayi Technology applied for a credit line of up to 165 million yuan from HSBC [33][34] - Huayi Technology will use real estate as collateral for the credit line [33][34] Group 22 - Hengong Precision plans to use up to 70 million yuan of idle raised funds for cash management [35][36] - Hengong Precision will invest in high-security, high-liquidity products with a term not exceeding 12 months [35][36] Group 23 - Tianhe's financial assistance to its associate company has not been repaid [37] - Tianhe provided 243,200 yuan in financial assistance to its associate company [37] Group 24 - Spring and Autumn Electronics' revenue for the first half of 2025 reached 1.926 billion yuan, an increase of 2.62% year-on-year [38] - Spring and Autumn Electronics' net profit attributable to shareholders increased by 248.44% year-on-year to 93.31 million yuan [38] - Spring and Autumn Electronics' basic earnings per share were 0.21 yuan [38] Group 25 - Kingsoft Office's revenue for the first half of 2025 was 2.657 billion yuan, an increase of 10.12% year-on-year [39][40] - Kingsoft Office's net profit attributable to shareholders increased by 3.57% year-on-year to 747 million yuan [39][40] Group 26 - Yanjinpuzi's revenue for the first half of 2025 reached 2.941 billion yuan, an increase of 19.58% year-on-year [41] - Yanjinpuzi's net profit attributable to shareholders increased by 16.70% year-on-year to 373 million yuan [41] Group 27 - Muyuan's revenue for the first half of 2025 was 76.463 billion yuan, an increase of 34.46% year-on-year [43][44] - Muyuan's net profit attributable to shareholders increased by 1169.77% year-on-year to 10.53 billion yuan [43][44] - Muyuan plans to distribute a cash dividend of 9.32 yuan per 10 shares [43][44] Group 28 - Tianwei Food is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange [45][46] Group 29 - Alloy Investment's shareholder plans to reduce their stake by no more than 3% [47] - Alloy Investment's shareholder plans to sell up to 11.5531 million shares [47] Group 30 - Rongzhi Rixin's controlling shareholder plans to reduce their stake by no more than 3% [48] - Rongzhi Rixin's controlling shareholder plans to sell up to 1.2318 million shares [48] Group 31 - Yijiahe's shareholders plan to reduce their stake by no more than 2% [49] - Yijiahe's shareholders plan to sell up to 409.72 million shares [49] Group 32 - Dongfeng Group adjusted the upper limit of its share repurchase price to 6.28 yuan per share [50] Group 33 - Jingu's revenue for the first half of 2025 reached 2.123 billion yuan, an increase of 10.04% year-on-year [51] - Jingu's net profit attributable to shareholders increased by 45.36% year-on-year to 30.27 million yuan [51] Group 34 - Yibai Pharmaceutical reported a net loss of 19.9 million yuan for the first half of 2025 [52] - Yibai Pharmaceutical's revenue for the first half of 2025 was 999 million yuan, a decrease of 14.99% year-on-year [52] Group 35 - Yonghui Supermarket reported a net loss of 241 million yuan for the first half of 2025 [53] - Yonghui Supermarket's revenue for the first half of 2025 was 29.948 billion yuan, a decrease of 20.73% year-on-year [53] Group 36 - Suotong Development's net profit increased by 1568.52% year-on-year to 523 million yuan [54] - Suotong Development's revenue for the first half of 2025 was 8.306 billion yuan, an increase of 28.28% year-on-year [54]

Core Viewpoint - Duli Technology (001311.SZ) reported a revenue of 1.734 billion yuan for the first half of 2025, reflecting a year-on-year growth of 13.15%. However, the net profit attributable to shareholders decreased by 28.13% to 157 million yuan, indicating potential challenges in profitability despite revenue growth [1]. Financial Performance - The company's operating revenue reached 1.734 billion yuan, marking a 13.15% increase compared to the previous year [1]. - The net profit attributable to shareholders was 157 million yuan, which represents a decline of 28.13% year-on-year [1]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was 145 million yuan, down 32.13% year-on-year [1]. - Basic earnings per share stood at 0.51 yuan [1].

证券代码：001311 证券简称：多利科技 公告编号：2025-031 滁州多利汽车科技股份有限公司 第二届监事会第十九次会议决议公告 本公司及监事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、监事会会议召开情况 滁州多利汽车科技股份有限公司（简称"公司"）第二届监事会第十九次会议通知 于 2025 年 8 月 11 日以书面方式发出，会议于 2025 年 8 月 21 日在公司办公地点召开。 本次会议应出席监事 3 人，亲自出席监事 3 人。会议由监事会主席于亚红女士主持。会 议的召集和召开符合《公司法》《公司章程》等有关规定。 二、监事会会议审议情况 表决结果：同意 3 票，反对 0 票，弃权 0 票。 详 见 2025 年 8 月 22 日 公 司 于 深 圳 证 券 交 易 所 网 站 和 巨 潮 资 讯 网 （http://www.cninfo.com.cn/）公布的《2025 年半年度报告》《2025 年半年度财务报告》 以及刊登于 2025 年 8 月 22 日的《中国证券报》《证券时报》《上海证券报》《证券日 报》《 》及深圳证券交易所网站和巨潮资讯 ...

证券代码：001311 证券简称：多利科技 公告编号：2025-030 滁州多利汽车科技股份有限公司 第二届董事会第二十三次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 滁州多利汽车科技股份有限公司（简称"公司"）第二届董事会第二十三次会 议通知于 2025 年 8 月 11 日以书面方式发出，会议于 2025 年 8 月 21 日在公司办 公地点召开。本次会议应出席董事 9 人，亲自出席董事 9 人。会议由董事长邓丽 琴女士主持，公司监事、高级管理人员和保荐机构代表列席会议。会议的召集和 召开符合《公司法》《公司章程》等有关规定。 二、董事会会议审议情况 表决结果：同意 9 票，反对 0 票，弃权 0 票。 上述报告中涉及的财务信息在提交董事会前，已经公司董事会审计委员会审 议通过并获全票同意。 详 见 2025 年 8 月 22 日 公 司 于 深 圳 证 券 交 易 所 网 站 和 巨 潮 资 讯 网 （http://www.cninfo.com.cn/）公布的《2025 年半年度报告》《2025 年半年度财务 报 ...