格隆汇8月13日丨川环科技(300547.SZ)公布，公司近日收到了国内知名汽车制造商J客户(限于保密协 议，无法披露名称，简称客户)的2个项目定点函，公司为该客户配套液冷流体管路系统等产品，该2个 项目预计生命周期6年，生命周期内公司配套管路产品总金额约为5亿元，预计量产时间2025年11月。 ...

川环科技公告，公司近日收到了国内知名汽车制造商J客户（限于保密协议，无法披露名称）的2个项目 定点函，公司为该客户配套液冷流体管路系统等产品，预计生命周期6年，生命周期内公司配套管路产 品总金额约为5亿元，预计量产时间2025年11月。J客户是国内领先的自主汽车品牌，此次获得新项目定 点，对公司技术能力和市场竞争力的认可，有利于推动公司相关产品的进一步拓展，对公司流体管路业 务的增长及持续盈利能力提升产生积极影响。 ...

证券代码：300547 证券简称：川环科技 公告编号：2025-025 四川川环科技股份有限公司 关于获得客户项目定点的公告 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、基本情况 四川川环科技股份有限公司（以下简称"公司"）近日收到了国内知名汽车制 造商 J 客户（限于保密协议，无法披露名称，以下简称客户）的 2 个项目定点函， 公司为该客户配套液冷流体管路系统等产品，该 2 个项目预计生命周期 6 年，生 命周期内公司配套管路产品总金额约为 5 亿元，预计量产时间 2025 年 11 月。 二、对公司的影响 J 客户是国内领先的自主汽车品牌，该客户多年来和公司保持稳定的合作关系。 本次公司再次获得该客户的 2 个新项目定点，是 J 客户对公司产品在技术、质量等 方面的持续认可。公司目前已经形成了较完整的产品体系，进入了多家汽车主机 厂、储能和数据服务器领域客户的供应商体系。公司获得此类产品订单，是客户 对公司技术能力和市场竞争力的认可，有利于推动公司相关产品的进一步拓展， 对公司流体管路业务的增长及持续盈利能力提升产生积极影响。 三、风险提示 1、项 ...

在净利润方面，2025年上半年，川环科技实现归属于上市公司股东的净利润9863.01万元，同比微增 0.27%；实现归属于上市公司股东的扣除非经常性损益的净利润9524.38万元，同比增长1.49%。 中关村物联网产业联盟副秘书长袁帅对《证券日报》记者表示："当前汽车行业面临诸多挑战，如市场 竞争加剧、消费者需求多样化以及原材料价格波动等，在此情况下，川环科技依然实现了营收增长，这 既表明公司在市场拓展方面取得了一定成效，同时也说明公司产品在市场上具有一定的竞争力，能够满 足不同客户群体的需求，市场份额得到了进一步巩固和扩大。" 8月11日晚间，被业内誉为"车用软管超市"的四川川环科技（300547）股份有限公司(以下简称"川环科 技")发布了2025年半年度报告，今年上半年，公司实现营业收入6.88亿元，同比增长7.65%，其中公司 2025年第二季度单季营收规模达3.72亿元，较去年同期上升9.4%。 川环科技主营业务为传统燃油汽车、新能源汽车、摩托车用橡塑软管及总成的研发、设计、制造和销 售。作为国内汽车管路研究与开发的专业生产厂商，公司多年来始终坚持"以技术创新为引领"的企业发 展方向，在产品品牌、技 ...

据证券之星公开数据整理，近期川环科技（300547）发布2025年中报。截至本报告期末，公司营业总收 入6.88亿元，同比上升7.65%，归母净利润9863.01万元，同比上升0.27%。按单季度数据看，第二季度 营业总收入3.72亿元，同比上升9.45%，第二季度归母净利润5219.45万元，同比下降3.64%。本报告期 川环科技应收账款上升，应收账款同比增幅达68.62%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率24.96%，同比增0.46%，净利率14.33%，同比减 6.85%，销售费用、管理费用、财务费用总计3664.4万元，三费占营收比5.33%，同比增15.86%，每股净 资产5.71元，同比增10.01%，每股经营性现金流-0.26元，同比减189.78%，每股收益0.45元，同比增 0.26% 财务报表中对有大幅变动的财务项目的原因说明如下： 货币资金变动幅度为-56.14%,原因:本报告期销售商品、提供劳务收到的现金减少。 应收款项变动幅度为18.52%,原因:本报告期末持有客户支付融单重分类至应收账款，期末23594万元， 年初8508万元，增加15086万元。 存货变动幅度为 ...

Revenue and Profit - The total operating revenue for the company in the first half of 2025 was 688 million yuan, an increase of 7.65% year-on-year [2] - The net profit attributable to shareholders was 98.63 million yuan, a slight increase of 0.27% year-on-year, while the net profit after deducting non-recurring items was 95.24 million yuan, up 1.49% year-on-year [2] Quarterly Performance - In the second quarter, the total operating revenue reached 372 million yuan, reflecting a year-on-year increase of 9.45% [3] - However, the net profit attributable to shareholders decreased by 3.64% year-on-year to 52.19 million yuan, indicating a decline in profitability during this period [3] Profitability and Cost Control - The company's gross margin was 24.96%, an increase of 0.46 percentage points year-on-year, while the net profit margin decreased by 6.85 percentage points to 14.33% [4] - Total operating expenses (selling, administrative, and financial expenses) amounted to 36.64 million yuan, accounting for 5.33% of revenue, which is a 15.86% increase year-on-year, indicating pressure on cost control [4] Cash Flow and Financial Position - The operating cash flow per share was -0.26 yuan, a significant decrease of 189.78% year-on-year, indicating worsening cash flow from operations [5] - Monetary funds decreased by 26.59% year-on-year to 101 million yuan, while accounts receivable increased by 68.62% to 525 million yuan, raising concerns as the accounts receivable to profit ratio reached 259.14% [5] Main Business Composition - The main business revenue primarily comes from cooling system hoses (383 million yuan, 55.71% of total revenue, gross margin 23.05%), fuel system hoses (199 million yuan, 28.98%, gross margin 27.69%), accessory systems and brake hoses (58.53 million yuan, 8.51%, gross margin 26.05%), motorcycle hoses (39.44 million yuan, 5.73%, gross margin 27.88%), and other products (7.36 million yuan, 1.07%, gross margin 26.08%) [6] Industry and Competitive Position - The company is engaged in the research, design, manufacturing, and sales of rubber and plastic hoses and assemblies for traditional fuel vehicles, new energy vehicles, and motorcycles [7] - The products meet the National VI vehicle emission standards and have received multiple certifications and honors, including being recognized as one of the "Top Ten Rubber Hose Enterprises in China" for over ten consecutive years [7] - The company has established long-term stable partnerships with several well-known vehicle manufacturers, forming a significant market advantage [7] Summary - Overall, the company's 2025 mid-year report indicates revenue growth, but slow net profit growth and deteriorating cash flow, along with a significant increase in accounts receivable [8]

Summary of Chuanhuan Technology Conference Call Industry and Company Overview - Chuanhuan Technology is benefiting from the rapid growth of data center liquid cooling systems, with expectations of over 30% growth in liquid cooling systems and data center systems [2][3] - The company is actively engaging with multiple flying car clients, although the sector is relatively less competitive, growth is heavily influenced by policy [2][4] - Chuanhuan Technology has entered the energy storage business with several clients, including Guoxuan and Fudi, expecting growth rates to surpass those of new energy vehicles [2][6] Core Points and Arguments - **Data Center Liquid Cooling Systems**: - Significant layout in data center liquid cooling systems, achieving V0 standards and UL certification, entering key client supply chains [3] - Anticipated short-term capital expenditure (CAPEX) growth of approximately 40%, with market investment expected to double in the next three to five years [2][3] - **Flying Cars**: - Engaging with several flying car clients, with expected compound annual growth rate (CAGR) of over 25% in the next two years [4][10] - Growth in this sector is linked to policy developments, making it less predictable compared to data center business [4] - **Energy Storage**: - Early entry into the energy storage sector, with expected growth rates higher than those of new energy vehicles [2][6] - Collaboration between energy storage and new energy vehicle thermal management systems is anticipated to create synergies [2][6] - **New Energy Vehicle Thermal Management**: - This remains the foundational business for Chuanhuan Technology, with growth rates still above the overall automotive market despite a slowdown [2][7] - Increased demand for hybrid vehicles, which require two thermal management systems, is expected to enhance market share [7] Financial Performance - For the first half of 2025, Chuanhuan Technology reported revenue of 688 million yuan, an approximate 8% year-on-year increase [2][8] - Net profit attributable to shareholders was 99 million yuan, showing a slight increase year-on-year [2][8] - Gross margin was around 25%, with a minor decline of 0.2% year-on-year, while net profit margin was approximately 14%, down one percentage point [2][8] Risks and Considerations - Potential risks include downturns in the automotive industry, underperformance in new energy vehicle production and sales, slower-than-expected data center development, and significant fluctuations in raw material prices [4][10] - Continuous monitoring of downstream customer demand is crucial for future growth [5]

Group 1 - The core viewpoint of the article is that Chuanhuan Technology (300547.SZ) reported its semi-annual results for 2025, showing a steady growth in revenue and net profit [1] - The company achieved an operating income of 688 million yuan, representing a year-on-year increase of 7.65% [1] - The net profit attributable to shareholders of the listed company was 98.63 million yuan, with a year-on-year growth of 0.27% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 95.24 million yuan, reflecting a year-on-year increase of 1.49% [1] - The basic earnings per share were reported at 0.4547 yuan [1]

每经头条（nbdtoutiao）——人形机器人撕掉"花瓶"标签还要多久？亿元大单"破冰"，商业化元年终于 来了！ 2024年1至12月份，川环科技的营业收入构成为：非轮胎橡胶制品占比100.0%。 （记者 张喜威） 每经AI快讯，川环科技（SZ 300547，收盘价：39.85元）8月11日晚间发布公告称，公司第七届第九次 董事会会议于2025年8月11日在公司会议室以现场会议和通讯方式相结合方式召开。会议审议了《关于 公司2025年半年度报告及摘要的议案》等文件。 截至发稿，川环科技市值为86亿元。 ...

2025 年上半年非经营性资金占用及其他关联资金往来情况汇总表 企业负责人：文琦超 主管会计工作的负责人：罗英 会计机构负责人：刘亚丽 上市公司名称：四川川环科技股份有限公司 单位：万元 | 非经营性资金占用 | 资金占用方名称 | 占用方与上市公司 | 上市公司核算 | 2025 年期初占 | 2025 年上半年占用累计 | 2025 年上半年占 | 2025 年上半年偿 | 2025 年上半年期 | 占用形成原因 | 占用性质 （经营性占用、非经营性 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 的关联关系 | 的会计科目 | 用资金余额 | 发生金额（不含利息） | 用资金的利息 | 还累计发生金额 | 末占用资金余额 | | 占用） | | 控股股东、实际控制人及其附属企业 | - | - | - | - | - | - | - | - | - | - | | 小计 | - | - | - | - | - | - | - | - | - | - | | 前控股股东、实际控制人及其附属企业 | - ...