Core Viewpoint - Haoli Technology (002729) reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit compared to the previous year [1] Financial Performance Summary - Total revenue for the first half of 2025 reached 220 million yuan, a year-on-year increase of 37.17% [1] - Net profit attributable to shareholders was 32.19 million yuan, up 57.59% year-on-year [1] - In Q2 2025, total revenue was 119 million yuan, reflecting a 24.6% increase year-on-year [1] - Q2 net profit attributable to shareholders was 14.86 million yuan, a 3.41% increase year-on-year [1] Profitability Metrics - Gross margin improved to 36.53%, an increase of 10.63% year-on-year [1] - Net margin rose to 14.61%, up 14.89% year-on-year [1] - Total selling, administrative, and financial expenses amounted to 27.14 million yuan, accounting for 12.32% of revenue, a decrease of 7.09% year-on-year [1] Key Financial Ratios - Earnings per share (EPS) increased to 0.18 yuan, a rise of 63.64% year-on-year [1] - Book value per share was 2.99 yuan, up 8.67% year-on-year [1] - Operating cash flow per share decreased to 0.11 yuan, down 30.01% year-on-year [1] Historical Performance Insights - The company's return on invested capital (ROIC) for the previous year was 6.76%, indicating average capital returns [1] - Historical data shows a median ROIC of 5.3% over the past decade, with the lowest ROIC recorded in 2020 at 2.35% [1]

Core Viewpoint - Haoli Technology announced the approval of multiple proposals, including the "2025 Semi-Annual Report and its Summary" during the second meeting of the sixth board of directors held on August 27 [2] Group 1 - The board meeting focused on the review and approval of the company's semi-annual report for 2025 [2]

Core Viewpoint - Haoli Technology (002729.SZ) reported significant growth in its financial performance for the first half of 2025, indicating a strong operational momentum and profitability improvement [1] Financial Performance - The company achieved operating revenue of 220 million yuan, representing a year-on-year increase of 37.17% [1] - The net profit attributable to shareholders of the listed company was 32.1856 million yuan, reflecting a year-on-year growth of 57.59% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 29.9115 million yuan, with a year-on-year increase of 56.91% [1] - Basic earnings per share stood at 0.18 yuan [1]

Group 1 - The core viewpoint of the articles highlights the strong financial performance and growth potential of Haoli Technology, with significant increases in revenue and net profit in the first half of 2025 compared to previous periods [1][2] - In the first half of 2025, Haoli Technology achieved operating revenue of 220 million yuan, a year-on-year increase of 37.17%, and a net profit attributable to shareholders of 32.19 million yuan, a year-on-year increase of 57.59% [1] - The company's net profit for the entire year of 2024 was 36.70 million yuan, indicating that the first half of 2025 nearly matched the previous year's total profit, showcasing strong growth momentum and profitability [1] Group 2 - Haoli Technology's electric fuse business has significantly benefited from the growth of the renewable energy sector, with revenue from this segment increasing from 20.88% in 2021 to 64.28% in the first half of 2025, surpassing traditional electronic fuse business [2] - The company has established itself as a key supplier in the photovoltaic sector, collaborating with leading manufacturers, and has developed strong partnerships in the energy storage and wind power sectors [2] - Haoli Technology has also achieved certification for automotive quality management and is actively pursuing collaborations with well-known automotive and battery companies in the electric vehicle market [2] Group 3 - The global energy transition is accelerating, presenting significant growth potential for the renewable energy industry, with electric fuses being critical components in these systems [3] - As a leading player in the fuse industry, Haoli Technology is well-positioned to leverage its technological capabilities, diverse product offerings, and extensive customer base to gain competitive advantages and benefit from industry growth [3]

Group 1 - The company reported a revenue of 220 million yuan for the first half of 2025, representing a year-on-year growth of 37.17% [1] - The net profit attributable to shareholders of the listed company was 32.1856 million yuan, showing a year-on-year increase of 57.59% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 29.9115 million yuan, reflecting a year-on-year growth of 56.91% [1] - The basic earnings per share were 0.18 yuan [1]

好利来（中国）电子科技股份有限公司 2025 年半年度财务报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 好利来（中国）电子科技股份有限公司 2025 年半年度财务报告 2025 年 8 月 1 好利来（中国）电子科技股份有限公司 2025 年半年度财务报告 2025 年半年度财务报告 一、审计报告 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：好利来（中国）电子科技股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 107,085,252.16 | 87,815,155.76 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 15,006,575.34 | 5,070,393.64 | | 衍生金融资产 | 282,900.00 | 14,850.00 | | 应收票据 | 4,537,412.54 | 3,824,100.43 | | 应收账款 | 133,557,636.09 | 145,49 ...

好利科技 证券代码：002729 证券简称：好利科技 公告编号：2025-055 好利来（中国）电子科技股份有限公司 关于继续开展商品期货套期保值业务的公告 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。 重要内容提示： 1.为了保证公司商品期货套期保值业务的连续性，降低原材料市场价格波动 对公司生产经营成本的影响，保障公司业务的稳步发展，公司及子公司拟继续使 用自有资金开展商品期货套期保值业务。公司及子公司商品期货套期保值业务开 展中占用的可循环使用的保证金最高额度不超过（即授权有效期内任一时点都不 超过）1,000 万元人民币，套期保值期货品种限于在场内市场交易的与公司及下 属子公司的生产经营有直接关系的原材料期货品种，主要包括铜、银、锡等品种。 上述交易额度在公司董事会审议通过之日起 12 个月内可滚动使用。 2.本次商品期货套期保值业务已经公司第六届董事会审计委员会第二次会 议、第六届董事会第二次会议审议通过，额度在董事会的审批权限内，无需提交 公司股东会审议。 3.商品期货套期保值业务存在固有的市场、技术、法律、政策等风险，公司 将积极落实管控制度和 ...

好利来（中国）电子科技股份有限公司 | | | 占用方与上市公 | 上市公司 | 2025 年期 | 年 2025 1-6 月占用累计 | 2025年1-6 月占用资 | 2025 年 1-6 | 年 2025 6 月 日占 | 占用形成原 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | 资金占用方名称 | 司的关联关系 | 核算的会计科目 | 初占用资金 | 发生金额（不 | 金的利息 | 月偿还累计 | 30 用资金余 | 因 | 占用性质 | | | | | | 余额 | | | 发生金额 | | | | | | | | | | 含利息） | （如有） | | 额 | | | | 控股股东、实际控制 | | | | | | | | | | 非经营性占用 | | 人及其附属企业 | | | | | | | | | | | | 小计 | - | - | - | | | | | | | - | | 前控股股东、实际控 | | | | | | | | | | 非经营性占用 | | 制人及其附 ...

好利科技 证券代码：002729 证券简称：好利科技 公告编号：2025-054 好利来（中国）电子科技股份有限公司 关于 2025 年半年度计提资产减值准备的公告 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、本次计提资产减值准备情况 1.计提资产减值准备原因及金额 根据《企业会计准则》及好利来（中国）电子科技股份有限公司（以下简称 "公司"）会计政策等相关规定，为了更加真实、准确地反映公司截至2025年6 月30日的资产状况和经营成果，公司对合并报表范围内截至2025年6月30日的各 类资产进行了全面清查和减值测试，基于谨慎性原则，公司对截至2025年6月30 日存在减值迹象的相关资产计提相应的减值准备，并相应计提减值准备420.29 万元，计提明细如下： 单位：万元 好利科技 失准备。公司考虑所有合理且有依据的信息（包括前瞻性信息），以单项或组合 的方式对应收款项预期信用损失进行估计。根据公司信用减值的会计政策，报告 期公司计提信用减值损失9.90万元。 （2）存货跌价损失：公司根据《企业会计准则第1号——存货》相关规定， 对存货进行了清查和分析， ...

二、商品期货套期保值业务基本情况 1.交易方式及品种 公司套期保值期货品种限于在场内市场交易的与公司及下属子公司的生产 经营有直接关系的原材料期货品种，主要包括铜、银、锡等品种。 2.交易金额 好利来（中国）电子科技股份有限公司 关于开展商品期货套期保值业务的可行性分析报告 一、开展商品期货套期保值业务的目的及必要性 铜、银、锡等是公司熔断器生产所需的主要原材料，其价格波动会对公司生 产经营产生较大影响。当前国际经济形势多变，有色金属市场波动较大，公司开 展套期保值业务主要是为了充分利用期货市场的套期保值功能，有效控制原材料 价格波动风险，不以逐利为目的进行投机交易，有利于提升公司整体抵御风险能 力，符合公司日常经营所需。公司根据原材料计划需求量及相关保证金规则确定 了拟投入资金额度，并将合理计划和使用保证金，开展商品期货套期保值业务不 会影响公司主营业务的发展。 2.资金风险：套期保值交易按照公司相关制度中规定的权限下达操作指令， 如投入金额过大，可能造成资金流动性风险，甚至因为来不及补充保证金而被强 行平仓带来实际损失。 3.内部控制风险：套期保值交易专业性较强，复杂程度较高，可能会产生由 于内控体系不完 ...