Group 1 - The company currently does not have any motor products used in robotics and has not shipped any related products [2] - The smallest motor product offered by the company has a diameter of 4mm and a thickness of 1.3mm [2] - The primary application of the company's motor products is in the consumer electronics sector [2]

Group 1 - The company has not established a partnership with Yuzhu Robotics for the hollow cup motor as of September 1 [2] - An investor inquired about the potential collaboration and its percentage share [2] - The company responded on the investor interaction platform confirming the absence of such cooperation [2]

Core Viewpoint - Jinlong Electromechanical (300032) reported a significant improvement in its financial performance for the first half of 2025, with total revenue and net profit showing substantial year-on-year growth [1] Financial Performance Summary - Total revenue reached 793 million yuan, an increase of 22.46% compared to the previous year [1] - Net profit attributable to shareholders was 10.2365 million yuan, up 127.2% year-on-year [1] - In Q2 2025, total revenue was 443 million yuan, reflecting a 19.69% increase year-on-year [1] - Q2 net profit attributable to shareholders was -6.2608 million yuan, but this represented a 78.22% improvement year-on-year [1] Profitability Metrics - Gross margin increased by 8.46% to 13.19% [1] - Net margin improved significantly to 1.35%, up 123.13% year-on-year [1] - Total selling, administrative, and financial expenses amounted to 72.7772 million yuan, accounting for 9.18% of revenue, a decrease of 30.64% [1] Key Financial Ratios - Earnings per share (EPS) rose to 0.01 yuan, a 127.14% increase year-on-year [1] - Operating cash flow per share was 0.0 yuan, up 105.14% year-on-year [1] - The company's net asset per share decreased to 0.84 yuan, down 9.82% year-on-year [1] Historical Context - The company has shown a poor historical return on invested capital (ROIC), with a median of -5.63% over the past decade [1] - The worst year recorded was 2018, with an ROIC of -65.46% [1] - The company has reported losses in 6 out of its 15 annual reports since going public, indicating a generally weak financial history [1]

Group 1 - The company Jinlong Electromechanical (300032.SZ) reported a revenue of 793 million yuan for the first half of 2025, representing a year-on-year increase of 22.46% [1] - The net profit attributable to shareholders of the listed company was 10.2365 million yuan [1] - The net loss attributable to shareholders of the listed company, after deducting non-recurring gains and losses, was 16.9671 million yuan, which narrowed by 71.00% year-on-year [1] - The basic earnings per share were 0.0127 yuan [1]

Group 1 - The company Jinlong Electromechanical (SZ 300032) held its sixth board meeting on August 27, 2025, to review the proposal for asset impairment provision for the first half of 2025 [1] - For the first half of 2025, the company's revenue composition was as follows: electronic components accounted for 49.45%, structural parts for 48.45%, and electronic atomizers and related accessories for 1.16% [1] - As of the report date, Jinlong Electromechanical's market capitalization was 4.6 billion yuan [1]

Core Insights - The company reported a revenue of 793 million yuan for the first half of 2025, representing a year-on-year growth of 22.46% [1] - The net profit attributable to shareholders of the listed company was 10.2365 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -16.9671 million yuan [1] - The basic earnings per share were 0.0127 yuan [1]

1、存货跌价准备 证券代码：300032 证券简称：金龙机电 公告编号：2025-034 金龙机电股份有限公司 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。 金龙机电股份有限公司（以下简称"公司"）于2025年8月27日召开的第六 届董事会第七次会议、第六届监事会第五次会议，审议通过了《关于2025年半年 度计提资产减值准备的议案》。现将有关事项公告如下： 一、计提资产减值准备情况概述 根据《企业会计准则》及公司现行会计政策的相关规定，基于谨慎性原则， 公司对截止 2025 年 6 月 30 日存在减值迹象的资产进行减值测试后，2025 年半 年度计提资产减值准备 2,141.94 万元，具体情况如下： | 资产名称 | 占 2024 资产减值准备计提金额（万元） | 年度经审计归属于上市公司股东 的净利润绝对值的比例 | | --- | --- | --- | | 存货 | 1,978.87 | 16.34% | | 应收款项 | 167.59 | 1.38% | | 其他流动资产 | 1.08 | 0.01 ...

会计机构负责人：郭定鸿 第 1 页，共 1 页 公司负责人：徐高金 主管会计工作的负责人：郭定鸿 金龙机电股份有限公司 2025年半年度非经营性资金占用及其他关联资金往来情况汇总表 金额单位：人民币万元 | 5年 | 半年 | 度占 | 5年 | 半年 | 度 | 用 | 202 | 202 | 营性 | 资金 | 核算 | 5年 | 初占 | 用资 | 金 | 5年 | 半年 | 度偿 | 5年 | 半年 | 度期 | 末 | 非经 | 占 | 占用 | 方与 | 上市 | 公司 | 的关 | 上市 | 公司 | 的 | 202 | 202 | 202 | 资金 | 占用 | 方名 | 称 | 占用 | 形成 | 原因 | 占用 | 性质 | 累计 | 发生 | 金额 | （不 | 占用 | 资金 | 的利 | 用 | 联关 | 系 | 会计 | 科目 | 余额 | 计发 | 生额 | 占用 | 资金 | 余额 | 还累 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

证券代码：300032 证券简称：金龙机电 公告编号：2025-033 1、审议通过《关于 2025 年半年度计提资产减值准备的议案》 公司监事会认为：公司根据《企业会计准则》和公司相关会计政策计提资产 减值准备，符合公司实际情况，将使公司 2025 年半年度财务报表更公允地反映 公司截止 2025 年 6 月 30 日的资产价值及 2025 年半年度的财务状况和经营成果。 公司董事会关于本次计提资产减值准备的决策程序符合《深圳证券交易所上市公 司自律监管指引第 2 号——创业板上市公司规范运作》、《公司章程》等的相关 规定。因此，监事会同意公司本次计提资产减值准备的事项。 表决结果：同意 3 票，反对 0 票，弃权 0 票。 具体内容详见与本公告同日刊登在巨潮资讯网上的《关于 2025 年半年度计 提资产减值准备的公告》。 2、审议通过《2025 年半年度报告及摘要》 经审核，监事会认为：董事会编制和审核公司《2025 年半年度报告》及摘 要的程序符合法律、行政法规和中国证监会的规定，报告内容真实、准确、完整 金龙机电股份有限公司 第六届监事会第五次会议决议公告 本公司及监事会全体成员保证信息披露的内容真实 ...

金龙机电股份有限公司 证券代码：300032 证券简称：金龙机电 公告编号：2025-032 第六届董事会第七次会议决议公告 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。 金龙机电股份有限公司（以下简称"公司"）第六届董事会第七次会议于 2025 年 8 月 15 日以电子通讯的方式通知各位董事，于 2025 年 8 月 27 日以现场 结合通讯方式召开，现场会议地点为兴科电子（东莞）有限公司会议室。会议应 参与表决董事 8 人，亲自参与表决董事 8 人。公司监事及高级管理人员列席了本 次会议，会议的召开符合《中华人民共和国公司法》和《公司章程》的规定。本 次董事会由董事长徐高金先生主持，会议审议了以下事项： 表决结果：同意 8 票，反对 0 票，弃权 0 票。 本报告已经公司董事会审计委员会审议通过。 《2025 年半年度报告》与本公告同日刊登在巨潮资讯网，《2025 年半年度 报告摘要》与本公告同日刊登在巨潮资讯网及《证券时报》。 特此公告。 金龙机电股份有限公司 董 事 会 1、审议通过《关于 2025 年半年度计提资产减值准备的议案》 表决结果：同意 ...