Investment Rating - The report maintains an "Accumulate" rating for the company [1] Core Views - The company has shown significant revenue growth driven by strong demand in the 3C sector, with a revenue increase of 18.44% year-on-year in the first half of 2025, reaching 2.441 billion yuan, and a net profit increase of 47.38% to 233 million yuan [2] - The company is actively expanding into emerging fields such as humanoid robots, with a notable increase in R&D investment by 49.93% year-on-year in the first half of 2025 [4] Financial Performance Summary - The company achieved total revenue of 3.529 billion yuan in 2023, with a projected increase to 4.605 billion yuan in 2024, representing a year-on-year growth of 30.49% [1] - The net profit attributable to the parent company is expected to rise from 194.49 million yuan in 2023 to 237.29 million yuan in 2024, reflecting a growth rate of 22.00% [1] - The company's gross profit margin improved to 25.06% in the first half of 2025, up by 2.1 percentage points year-on-year, indicating enhanced profitability [3] - The sales net profit margin also increased to 9.76% in the first half of 2025, up by 1.75 percentage points year-on-year [3] Market and Product Insights - The company is positioned as a leading domestic manufacturer of drilling and tapping machines, benefiting from the recovery in the 3C industry, with a significant increase in sales volume in the first half of 2025 [4] - The company is focusing on technological innovation in the robotics sector, driven by the adoption of titanium alloys and AI in the mobile phone industry, which is expected to enhance the demand for its core manufacturing equipment [4]

Group 1 - The company reported a strong performance in the first half of 2025, with revenue reaching 2.441 billion yuan, a year-on-year increase of 18.44%, and a net profit of 233 million yuan, up 47.38% [2] - The core business of 3C drilling and milling machining centers (drilling and tapping machines) showed significant growth, generating revenue of 896 million yuan, a 34.07% increase year-on-year, solidifying its leading position in the industry [2] - The rapid growth of the drilling and tapping machine business is attributed to four main factors: the surge in demand for AI smartphones and XR devices, increased processing demand from titanium alloy phone frames and the popularity of foldable phones, equipment upgrade needs during the recovery cycle of the consumer electronics industry, and effective market expansion leading to a continuous increase in market share [2] Group 2 - The company achieved a breakthrough in its international strategy, with the Vietnam production base officially commencing operations, resulting in overseas revenue of 161 million yuan, a remarkable increase of 89.45% year-on-year [2] - The establishment of overseas production bases has not only reduced operational costs but also enhanced the company's ability to serve global customers, laying a solid foundation for future international market expansion [2] - The company has increased its R&D investment to 67.6301 million yuan, a year-on-year growth of 49.93%, focusing on developing customized CNC machine tools for emerging fields such as AI hardware and humanoid robots [3] - Continuous technological innovation and market expansion are expected to sustain the growth of product demand, further consolidating the company's leading position in the 3C drilling and tapping machine sector while accelerating overseas expansion and breakthroughs in emerging fields [3]

2025年8月19日，创世纪(300083.SZ)发布2025年中报。 公司营业总收入为24.41亿元，较去年同报告期营业总收入增加3.80亿元，实现2年连续上涨，同比较去 年同期上涨18.44%。归母净利润为2.33亿元，较去年同报告期归母净利润增加7496.13万元，同比较去 年同期上涨47.38%。经营活动现金净流入为1.91亿元，较去年同报告期经营活动现金净流入增加2.75亿 元，实现3年连续上涨。 公司最新资产负债率为53.06%，较上季度资产负债率减少1.24个百分点。 公司最新毛利率为25.06%，较上季度毛利率增加2.04个百分点，较去年同期毛利率增加2.10个百分点。 最新ROE为4.40%，较去年同期ROE增加1.28个百分点。 公司摊薄每股收益为0.14元，较去年同报告期摊薄每股收益增加0.05元，同比较去年同期上涨55.56%。 公司最新总资产周转率为0.22次。最新存货周转率为0.76次。 公司股东户数为10.85万户，前十大股东持股数量为4.93亿股，占总股本比例为29.63%，前十大股东持 股情况如下： | 序号 | 股东名称 | 持股比例 | | --- | --- | --- ...

Core Viewpoint - The company, 创世纪, reported strong financial performance for the first half of 2025, with significant growth in revenue and net profit, driven by high demand in the 3C industry and accelerated overseas business expansion [1][2]. Financial Performance - In the first half of 2025, 创世纪 achieved operating revenue of 2.441 billion yuan, a year-on-year increase of 18.44% [1]. - The net profit attributable to shareholders reached 233 million yuan, reflecting a year-on-year growth of 47.38% [1]. - Basic earnings per share were reported at 0.14 yuan [1]. Business Segments - The 3C sector, which includes products like drilling and engraving machines, contributed significantly to revenue, generating 896 million yuan, up 34.07% year-on-year [1]. - The overseas business saw substantial growth, with revenue reaching 161 million yuan, an increase of 89.45% compared to the previous year [1]. Profitability and R&D - The company enhanced its profitability, with a higher proportion of high-value-added products and a steady increase in overall gross margin [2]. - In the first half of 2025, revenue from CNC machine tools was 2.349 billion yuan, marking a 17.83% increase [2]. - The high-end intelligent equipment segment generated 2.43 billion yuan in revenue, up 18.51% year-on-year [2]. - R&D investment increased by 49.93% to 67.63 million yuan, focusing on new products and core components [2]. Product Innovation - At the CIMT 2025 exhibition, 创世纪 launched nine new high-intelligence machine tools featuring AI control systems and multi-axis linkage technology [3]. - These new products are applicable in strategic industries such as renewable energy, 3C electronics, and humanoid robotics [3]. - The core technology highlights include AI-based intelligent control systems that optimize processing parameters and enhance precision to the micron level [3]. Future Strategy - The company aims to drive growth through a dual focus on "high-end and globalization," accelerating the R&D and industrialization of core technologies like five-axis CNC machine tools [3].

智通财经APP讯，创世纪(300083.SZ)发布2025年半年度报告，该公司营业收入为24.41亿元，同比增长 18.44%。归属于上市公司股东的净利润为2.33亿元，同比增长47.38%。归属于上市公司股东的扣除非经 常性损益的净利润为2.18亿元，同比增长76.81%。基本每股收益为0.14元。 ...

Core Viewpoint - The company reported strong financial performance for the first half of 2025, with significant growth in both revenue and net profit, indicating robust market competitiveness in its key product segment [1] Financial Performance - The company achieved operating revenue of 2.441 billion yuan, representing a year-on-year increase of 18.44% [1] - The net profit attributable to shareholders reached 233 million yuan, marking a year-on-year growth of 47.38% [1] - Basic earnings per share were reported at 0.14 yuan [1] Key Product Performance - The company's flagship product, the 3C-type drilling and milling machining center, demonstrated continued market competitiveness, generating operating revenue of 896 million yuan, which is a year-on-year increase of 34.07% [1]

（记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 每经AI快讯，创世纪8月18日晚间发布半年度业绩报告称，2025年上半年营业收入约24.41亿元，同比增 加18.44%；归属于上市公司股东的净利润约2.33亿元，同比增加47.38%；基本每股收益0.14元，同比增 加55.56%。 每经头条（nbdtoutiao）——热浪"烤"验全球，近10年我国年平均高温日数增多25%！高温对经济的搅动 作用越发强烈，国家气候中心六位专家详解高温经济学 ...

格隆汇8月18日丨创世纪(300083.SZ)公布2025年半年度报告，上半年公司实现营业收入24.41亿元，同比 增长18.44%；归属于上市公司股东的净利润2.33亿元，同比增长47.38%；归属于上市公司股东的扣除非 经常性损益的净利润2.18亿元，同比增长76.81%；基本每股收益0.14元。 ...

Group 1 - The core point of the article is that the company has approved the estimated annual related party transactions for 2025, which will not exceed 50 million yuan, representing 0.99% of the audited net assets for 2024 [1] - The company’s vice president and board secretary, Wu Yongbing, also serves as a director at Daqian Machine Tool, which has been recognized as a related party since April 1 [1] - As of July 31, the actual amount of related party transactions that occurred was 717,100 yuan, indicating that the company is adhering to market pricing principles for these transactions [1] Group 2 - The purpose of these related party transactions is to enhance operational efficiency and promote business development, and they have been approved by independent directors, the board, and the supervisory board [1]

股东会议事规则 广东创世纪智能装备集团股份有限公司 股东会议事规则 第一条 为规范广东创世纪智能装备集团股份有限公司(以下简称"公司") 行为，保证股东会依法行使职权，根据《中华人民共和国公司法》(以下简称《公 司法》)、《中华人民共和国证券法》(以下简称《证券法》)、《上市公司股东会规 则》和《广东创世纪智能装备集团股份有限公司章程》(以下简称《公司章程》) 的规定，制定本规则。公司股东会的召集、提案、通知、召开等事项适用本规则。 第二条 公司应当严格按照法律、行政法规、《公司章程》及本规则的相关规 定召开股东会，保证股东能够依法行使权利。 公司董事会应当切实履行职责，认真、按时组织股东会。公司全体董事 应当勤勉尽责，确保股东会正常召开和依法行使职权。 第三条 股东会应当在《公司法》和《公司章程》规定的范围内行使职权。 第四条 股东会分为年度股东会和临时股东会。年度股东会每年召开1次，应当 于上一会计年度结束后的6个月内举行。 临时股东会不定期召开，单独或者合计持有公司10%以上已发行有表决权 股份的股东、三分之一以上的董事或者审计委员会提议召开临时会议的，应当 召开临时会议。 公司出现《公司章程》第五十四 ...