Core Viewpoint - The company, Jili Rigging (002342.SZ), reported significant growth in revenue and net profit for the first half of 2025, alongside a plan to establish a wholly-owned subsidiary focused on marine technology to enhance its capabilities in deep-sea technology [1][4]. Financial Performance - In the first half of 2025, Jili Rigging achieved revenue of 1.14 billion yuan, a year-on-year increase of 17.45% [2]. - The company reported a net profit of 9 million yuan, up 137.21% year-on-year, and a non-recurring net profit of 6 million yuan, reflecting a substantial increase of 450.30% [2]. - In contrast, the first half of 2024 saw a decline in both revenue and net profit, with the company experiencing losses in 2023 and 2024 [2]. Profitability and Cost Management - Despite the increase in net profit, the sales gross margin fell below 20%, recorded at 18.00% compared to 21.16% in the same period last year [3]. - The company managed to reduce selling and administrative expenses by 23.49% and 7.60% respectively, while R&D investment decreased by 16.99% [3]. - Operating costs increased by 22.15%, attributed to a financial software upgrade that refined the accounting of transportation costs [3]. Cash Flow and Operational Efficiency - The net cash flow from operating activities improved by 56.98% year-on-year, although it remained negative at approximately -43 million yuan [3]. - The company attributed the profit growth to the implementation of lean production measures, which enhanced operational efficiency [2]. Strategic Initiatives - Jili Rigging announced plans to invest 100 million yuan to establish Jili Rigging Marine Technology (Tianjin) Co., Ltd., aimed at enhancing its industrialization and scalability in the deep-sea technology sector [4][5]. - The company has developed key technologies for long-term mooring systems and plans to promote three product lines in the marine engineering sector [4][5]. - The establishment of the new subsidiary is expected to strengthen the company's competitive edge in the marine engineering market, which is experiencing growth due to increased global marine resource development [5].

（编辑 姚尧） 证券日报网讯 8月20日晚间，巨力索具发布公告称，公司于2025年8月14日召开的第七届董事会第三十 六次会议审议通过了《关于拟投资设立全资子公司的议案》，同意公司拟以自有货币资金壹亿元人民币 投资设立全资子公司巨力索具海洋科技（天津）有限公司。2025年8月20日，公司收到天津港保税区市 场监督管理局颁发的《营业执照》。 ...

证券代码：002342 证券简称：巨力索具 公告编号：2025-042 巨力索具股份有限公司 关于全资子公司完成工商登记并取得营业执照的公告 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、概述 巨力索具股份有限公司（以下简称"公司"）于 2025 年 8 月 14 日召开的第七 届董事会第三十六次会议审议通过了《关于拟投资设立全资子公司的议案》，同意 公司拟以自有货币资金壹亿元人民币投资设立全资子公司巨力索具海洋科技（天 津）有限公司（以下简称"全资子公司"）。具体内容详见公司于 2025 年 8 月 15 日在《证券时报》《中国证券报》《上海证券报》及巨潮资讯网（www.cninfo.com.cn） 上刊登的编号 2025-040 号公告。 二、设立情况 3、企业类型：有限责任公司（法人独资） 4、注册资本：壹亿元人民币 5、注册地址：天津市滨海新区临港经济区泰江道 157 号以东 100 米处天津华 威津保技术服务有限公司办公楼 104、105、106 6、资金来源及出资方式：自有货币资金 7、经营范围：一般项目：海洋工程关键配套系统开发；金属丝绳及 ...

Investment Rating - The report maintains a "Recommended" investment rating for the industry [7] Core Insights - The mechanical export sector shows steady growth, supported by low-altitude economic policies [2][3] - The domestic leading enterprises in the mechanical equipment sector maintain strong competitive advantages in both supply and demand [4] - The report highlights specific investment opportunities in low-altitude economy and mechanical equipment sectors [5] Weekly Market Review - From August 11 to August 15, 2025, the Shanghai Composite Index rose by 1.70%, the Shenzhen Component Index increased by 4.55%, and the ChiNext Index surged by 8.58%. The Shenwan Mechanical Equipment Index rose by 3.21%, outperforming the CSI 300 Index by 0.84 percentage points, ranking 8th among 31 Shenwan first-level industries [12] - Sub-sectors such as general equipment, specialized equipment, and automation equipment saw increases of 3.45%, 4.13%, and 5.45% respectively, while engineering machinery and rail transit equipment experienced slight declines [12][15] Key Sector Tracking Low-altitude Economy - The Yunnan provincial government has issued measures to support the healthy development of the low-altitude economy, including 15 specific initiatives aimed at enhancing safety supervision, supporting drone testing, and expanding international markets [3][21] - Shanghai plans to establish a low-altitude industry fund to encourage research institutions to set up project companies for technological breakthroughs [3] Mechanical Equipment - In July 2025, sales of various types of forklifts reached 118,605 units, a year-on-year increase of 14.4%. Domestic sales accounted for 69,700 units, up 14.3%, while exports totaled 48,905 units, up 14.5% [4] - For the first seven months of 2025, a total of 857,939 forklifts were sold, marking a 12% year-on-year increase, with domestic sales up 10.4% and exports up 15.1% [4] Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, and Huasheng Group [5] - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli [5]

格隆汇8月19日丨巨力索具(002342.SZ)在投资者互动平台表示，公司尚未涉及低空经济业务。 ...

Core Viewpoint - The company, Jieli Rigging (002342.SZ), has indicated that its products are applicable in various sectors such as offshore wind power, seawater aquaculture, seabed exploration, seabed salvage, and maritime rescue, but it has not yet engaged in research and application of deep-sea robotics [1] Group 1 - The company's products are utilized in offshore wind power applications [1] - The company is involved in seawater aquaculture [1] - The company participates in seabed exploration and salvage operations [1] Group 2 - The company is engaged in maritime rescue activities [1] - The company has not initiated research on deep-sea robotics [1]

Group 1 - The company's stock (code: 002342, name: Juyi Rigging) experienced an abnormal trading fluctuation, with a cumulative deviation of 22.53% over three trading days (August 14, 15, and 18) [1] - The company conducted an investigation regarding the stock price fluctuation and confirmed that there were no undisclosed significant matters that could impact the stock price [2][3] - The company's operational situation remains normal, and there have been no significant changes in the internal or external business environment [2] Group 2 - The board of directors confirmed that there are no undisclosed matters that should be disclosed according to the Shenzhen Stock Exchange listing rules [3] - The company plans to invest 100 million RMB to establish a wholly-owned subsidiary, Juyi Rigging Ocean Technology (Tianjin) Co., Ltd., although this investment may face uncertainties regarding profitability [4]

Core Viewpoint - The company, JuLi Rigging, announced that its stock experienced an abnormal fluctuation, deviating by 22.53% over three trading days, which meets the criteria for significant volatility [1] Group 1: Stock Performance - The stock deviated by 22.53% over three trading days: August 14, August 15, and August 18 [1] - The company confirmed that there are no undisclosed significant matters affecting the stock price [1] Group 2: Company Operations - The company stated that its operational status is normal and there have been no significant changes in the internal or external environment [1] - The company plans to invest 100 million RMB to establish a wholly-owned subsidiary, JuLi Rigging Ocean Technology (Tianjin) Co., Ltd., by August 14, 2025 [1] Group 3: Investment Risks - There is a noted risk of profit uncertainty or not meeting expectations regarding the new subsidiary [1]

证券日报网讯巨力索具（002342）8月18日在互动平台回答投资者提问时表示，公司将严格按照上市规 则履行信息披露义务。 ...

Group 1 - The company, Jieli Rigging (002342), has disclosed its semi-annual report for 2025, which includes sales and revenue information that can be accessed by investors [1] - The company has committed to strictly adhering to disclosure obligations regarding the projects it has won bids for, in accordance with listing rules [1]