Group 1: Financial Performance - In the first half of 2025, the company achieved a total consolidated revenue of 1.061 billion CNY, representing a year-on-year growth of 10.31% [2] - The net profit attributable to shareholders was 113 million CNY, reflecting a year-on-year increase of 15.55% [2] Group 2: Carbon Fiber Equipment - Sales revenue from carbon fiber equipment reached 629 million CNY, marking a significant year-on-year growth of 59.53%, primarily driven by contracts signed in previous years and new contracts confirmed in the first half of this year [2] - The company has a sufficient backlog of orders, with a majority coming from carbon fiber complete lines and core equipment [2] Group 3: Project Developments - The original silk production line project is progressing as planned, with the company’s subsidiary serving as a testing and demonstration base [3] - The company is actively advancing the sales contract with Saudi GIM Company and is focused on international market expansion [4] - The second generation of the exoskeleton robot has completed testing and is moving towards mass production [5] Group 4: Composite Material Capabilities - The company is building carbon fiber composite capabilities, establishing subsidiaries in Shaoxing and Wuhan, and creating an advanced composite materials industrialization research center [6] - The composite materials sector is now capable of lightweight design and manufacturing for various industries, including automotive and aerospace [6] Group 5: Recycling Initiatives - The polyester recycling production line, part of a project with Zhejiang Jianxin Jiarun New Materials, is set to deliver a 50,000-ton capacity line by the third quarter of 2025, with core equipment installation completed and currently in the debugging phase [7]

证券代码：002611 证券简称：东方精工 公告编码：2025-034 广东东方精工科技股份有限公司 登录新浪财经APP 搜索【信披】查看更多考评等级 1、以7票同意，0票反对，0票弃权的表决结果，审议通过了《关于制定〈信息披露暂缓与豁免管理制 度〉的议案》。 《信息披露暂缓与豁免管理制度》与本公告同日刊载于巨潮资讯网（www.cninfo.com.cn）。 三、备查文件 1、第五届董事会第十六次（临时）会议决议； 特此公告。 广东东方精工科技股份有限公司 第五届董事会第十六次（临时）会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，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 广东东方精工科技股份有限公司（以下简称"公司"）第五届董事会第十六次（临时）会议通知于2025年 8月18日以电子邮件方式发出，会议于2025年8月20日以通讯方式召开。本次会议的召集人为董事长唐灼 林先生。应出席董事人数为7人，实际出席董事人数7人。公司监事和高级管理人员列席会议，会议的召 集召开和表决程序符合《公司法》和《公司章程》的有关规定。 二、董事会会议审议表决情况 经与会董事审议，以 ...

Core Viewpoint - The article highlights the financial performance and growth prospects of Jinggong Technology, particularly in the carbon fiber sector, showcasing significant revenue growth and strategic partnerships in the carbon materials industry [4][5][6]. Financial Performance - Jinggong Technology reported a revenue of 1.061 billion yuan for the first half of 2025, marking a year-on-year increase of 10.31% [5]. - The net profit attributable to shareholders was 113 million yuan, reflecting a growth of 15.55% compared to the previous year [5]. - The company's total assets at the end of the reporting period stood at 4.094 billion yuan, a decrease of 2.26% from the previous year [5]. - The carbon fiber equipment segment generated 629 million yuan in revenue, a substantial increase of 59.53%, accounting for 59.31% of total revenue [4][5]. Business Developments - The company launched a new high-performance carbon fiber production line capable of producing 5,000 tons annually, enhancing automation by 25% to 35% and increasing product value by 58% [6]. - A contract worth 11.5 billion yuan was signed with Jilin Guoxing for carbonization line equipment, with the first phase of 2.35 billion yuan already delivered [6]. - Jinggong Technology established a joint venture, Zhejiang Huachuang Carbon Fiber Technology Co., Ltd., with an investment of 25 million yuan, focusing on new material technology and high-performance fiber manufacturing [7]. Market Position and Applications - The company holds the leading market share in domestic high-performance carbon fiber production, with a robust order book from major players in the industry [4][6]. - Applications of carbon fiber technology include exoskeleton robots, carbon fiber streetlights, and drone bodies, indicating diversification into various sectors [7]. - The company is also exploring low-altitude economy opportunities through its subsidiary, focusing on electric vertical takeoff and landing (eVTOL) aircraft [7].

证券日报网讯精工科技（002006）8月19日在互动平台回答投资者提问时表示，近年来，公司密切关注 机器人产业的技术与市场发展趋势，依托自身碳纤维核心产业上下游领域业务协同及收购浙江精功机器 人智能装备有限公司(以下简称精功机器人)少数股东股权并吸收合并其经营团队等途径，积极延伸布局 机器人等业务。目前，公司研发团队(主要来源于精功机器人)在第一代单关节(髋关节)外骨骼机器人研 发的基础上，迭代和优化升级的第二代外骨骼机器人已完成测试和定型，公司争取尽快形成小批量量 产。另外，公司通过认购杭州光合贰期创业投资合伙企业(有限合伙)私募基金份额，间接持有机器人标 杆企业——宇树科技0.0537%的股份。 ...

证券日报网讯精工科技（002006）8月19日在互动平台回答投资者提问时表示，公司自与 GrapheneFibreLimitedT/aGIMGrapheneFibre(简称沙特GIM公司)签署《销售合同》以来，高度重视并一 直在极力推进合同履约进度。该事项后续如有进展，公司将按规定及时履行信息披露义务。 ...

格隆汇8月19日丨精工科技(002006.SZ)在投资者互动平台表示，近年来，公司密切关注机器人产业的技 术与市场发展趋势，依托自身碳纤维核心产业上下游领域业务协同及收购浙江精功机器人智能装备有限 公司（以下简称精功机器人）少数股东股权并吸收合并其经营团队等途径，积极延伸布局机器人等业 务。目前，公司研发团队（主要来源于精功机器人）在第一代单关节（髋关节）外骨骼机器人研发的基 础上，迭代和优化升级的第二代外骨骼机器人已完成测试和定型，公司争取尽快形成小批量量产。另 外，公司通过认购杭州光合贰期创业投资合伙企业（有限合伙）私募基金份额，间接持有机器人标杆企 业——宇树科技0.0537%的股份。 ...

格隆汇8月19日丨精工科技(002006.SZ)在投资者互动平台表示，公司暂无在脑机接口领域开展布局。 ...

8月15日，浙江精工集成科技股份有限公司(002006)发布2025年半年度报告。报告显示，公司上半年实 现营业收入10.61亿元，同比增长10.31%；归属于上市公司股东的净利润1.13亿元，同比增长15.55%， 业绩表现稳健。公司核心业务碳纤维装备收入占比近六成，成为拉动增长的主要动力。 精工科技（002006）始创于1968年，2004年成功上市，定位国内高端集成装备技术的引领者与产业升级 的推动者，是国家级重点高新技术企业、国家级专精特新小巨人企业、国家级博士后工作站。 公司自2013年开始布局碳纤维业务，先后构建省级企业研究院和国家级碳纤维装备产品研发中心，2020 年实现碳纤维生产线装备技术全国产化，先后荣获"中国纺织工业联合会科学技术奖——科技进步一等 奖""国内首台(套)装备"称号，牵头"纤维碳化生产成套装备术语"国家标准制定。截至目前，公司累计承 接50多条碳纤维生产线，市场占有率全国第一，世界领先。当前，公司完成"原丝、碳纤维、复材"装备 全产业链布局，开启了"装备引领、材料协同、应用支撑"全新发展模式，形成碳纤维全链高端装备及先 进复合新材料商业生态。 研发创新方面，2025年上半年， ...

Core Insights - The company reported a total revenue of 1.061 billion yuan for the first half of 2025, marking an increase of 99.182 million yuan or 10.31% year-on-year, achieving three consecutive years of growth [1] - The net profit attributable to shareholders reached 113 million yuan, an increase of 15.55% year-on-year, with an increase of 15.2697 million yuan compared to the same period last year, achieving two consecutive years of growth [1] - The net cash flow from operating activities was -36.8677 million yuan [1] Financial Ratios - The latest debt-to-asset ratio is 41.51%, a decrease of 1.44 percentage points from the previous quarter and a decrease of 8.67 percentage points from the same period last year [3] - The latest gross profit margin is 28.60%, an increase of 2.80 percentage points compared to the same period last year [3] - The latest return on equity (ROE) is 4.79% [3] Earnings Per Share and Turnover - The diluted earnings per share is 0.22 yuan [3] - The latest total asset turnover ratio is 0.26 times [3] - The latest inventory turnover ratio is 1.95 times, an increase of 0.42 times year-on-year, achieving three consecutive years of growth and a year-on-year increase of 27.16% [3] Shareholder Structure - The number of shareholders is 59,400, with the top ten shareholders holding a total of 191 million shares, accounting for 36.82% of the total share capital [3] - The largest shareholder is Zhongjianxin (Zhejiang) Venture Capital Co., Ltd., holding 26.21% of the shares [3]

Core Insights - Jinggong Technology reported a growth in operating performance for the first half of 2025, achieving operating revenue of 1.061 billion yuan, a year-on-year increase of 10.31%, and a net profit attributable to shareholders of 113 million yuan, up 15.55% year-on-year [1] Financial Performance - The net profit margin improved from 10.21% in the first half of 2024 to 10.69% in 2025, while the gross profit margin increased from 25.80% to 28.60%, indicating enhanced profitability [3] - The return on equity (ROE) decreased to 4.78%, down 2.13 percentage points year-on-year, reflecting a decline in profitability quality [3] Operational Stability - The inventory turnover days decreased to 92.25 days, down 24.82% from the first half of 2024, indicating improved inventory management efficiency [5] - The net cash flow from operating activities turned negative at -37 million yuan, compared to a positive 67 million yuan in the same period of 2024, showing a decline in cash recovery ability [5] - The debt-to-asset ratio for the first half of 2025 was 41.51%, down 8.67 percentage points year-on-year, suggesting a reduction in debt levels and a more stable financial structure [5] Institutional Holdings - As of the first half of 2025, the number of institutions holding Jinggong Technology's stock decreased to 4, down from 40 in the same period of 2024, indicating a significant decline in institutional investor participation [7] - The company's market capitalization peaked at 16.545 billion yuan on July 20, 2022, and currently stands at 9.117 billion yuan, requiring an 81.47% increase in stock price to reach its historical high [7]