Group 1 - The company achieved operating revenue of 626 million yuan, a year-on-year increase of 3.44%, and a net profit of 125 million yuan, a year-on-year increase of 4.36% in the first half of the year, indicating steady growth in operations [1] - In 2024, the company increased R&D investment to upgrade products such as oil-free screw air compressors and screw vacuum pumps, enhancing their competitiveness [1] - The company has begun shipping dry vacuum pump products for the semiconductor and new energy sectors, expanding its product line [1] Group 2 - The company has demonstrated the capability for domestic substitution, with products achieving better domestic replacement in key industries such as medical, electronics, and semiconductors in 2024 [2] - The company’s centrifugal blower products have gained recognition from major clients, including the Taiwan-based ASE Group, enhancing its reputation in the region [2] - The acceleration of domestic substitution processes is expected to further boost the demand for air compressors and vacuum pumps [2]

Core Viewpoint - East Asia Machinery has reported that its centrifuge business has received orders in the first half of this year, and it is expected to generate shipments of centrifuges this year [2] Group 1 - The company has confirmed the receipt of orders for its centrifuge business in the first half of the year [2] - There is an expectation for the centrifuge business to contribute to shipments in the current year [2]

Group 1: Company Performance and Product Development - The company increased R&D investment in 2024, upgrading products like oil-free screw compressors and screw vacuum pumps, maintaining steady sales growth in these categories [2] - The centrifugal compressor models completed phase application tests in 2024, with expectations for increased shipments in 2025 [2] - The company has successfully launched its first dry vacuum pump products for the semiconductor industry, with performance improvements expected in the second half of 2025 [2] Group 2: Domestic Market and Localization - The company has achieved significant progress in domestic substitution, with products being adopted in key industries such as medical, electronics, and semiconductors [2] - Major clients in the electronics sector, including Dabo Medical and Farah Electronics, have recognized the company's products, leading to repeat purchases [2] - The company has established a strong reputation in Taiwan's PCB industry, further enhancing its domestic substitution efforts [2] Group 3: International Expansion and Revenue Growth - The company exports primarily to Southeast Asian countries, with overseas revenue increasing by 18.22% year-on-year in 2024 [3] - Plans for 2025 include expanding sales channels in Southeast Asia, leveraging the Belt and Road Initiative to enhance international sales networks [3] Group 4: Future Outlook and Strategic Initiatives - The management remains optimistic about 2025, focusing on high-end product development and expanding product lines [3] - A new factory is expected to be completed in 2026, which will support the company's growth and operational strategies [3] - The company aims to adapt its business strategies based on market conditions and engage in emerging industries to enhance shareholder value [3]

Core Insights - East Asia Machinery (301028.SZ) reported a total operating revenue of 626 million yuan for the first half of 2025, an increase of 20.85 million yuan compared to the same period last year, marking a 3.44% year-on-year growth [1] - The company's net profit attributable to shareholders reached 125 million yuan, up by 5.23 million yuan from the same period last year, reflecting a year-on-year increase of 4.36% [1] - Operating cash flow showed a net inflow of 86.36 million yuan, which is an increase of 17.59 million yuan year-on-year, representing a 25.58% growth [1] Financial Ratios - The latest debt-to-asset ratio stands at 39.48%, a decrease of 0.06 percentage points from the previous quarter [3] - The gross profit margin is reported at 31.65%, an increase of 0.45 percentage points, achieving two consecutive quarters of growth [3] - Return on equity (ROE) is recorded at 7.97% [3] Earnings Per Share and Turnover - The diluted earnings per share (EPS) is 0.33 yuan, an increase of 0.01 yuan compared to the same period last year, reflecting a year-on-year growth of 3.13% [3] - The total asset turnover ratio is 0.25 times, while the inventory turnover ratio is 2.19 times [3] Shareholder Information - The number of shareholders is 17,300, with the top ten shareholders holding a total of 284 million shares, accounting for 74.35% of the total share capital [3] - The largest shareholder is Han Tonghuan, holding 47.2 million shares [3]

Core Viewpoint - East Asia Machinery (301028.SZ) reported its semi-annual results for 2025, highlighting the current institutional investor holdings and changes in ownership percentages [1] Institutional Holdings - As of August 25, 2025, five institutional investors disclosed holdings in East Asia Machinery A-shares, totaling 98.6742 million shares, which represents 25.85% of the company's total equity [1] - The institutional investors include Pacific Jaguar Holdings Limited, Xiamen Furui Gaoke Investment Partnership (Limited Partnership), Xiamen Huifu Capital Investment Partnership (Limited Partnership), Xiamen Fafu Investment Partnership (Limited Partnership), and Beijing Jiahua Baotong Consulting Co., Ltd [1] - Compared to the previous quarter, the total institutional holding percentage decreased by 0.41 percentage points [1]

Core Viewpoint - The company has proposed a profit distribution plan for the first half of 2025, which includes a cash dividend of RMB 1.00 per 10 shares, totaling RMB 38,404,968.80, based on a net profit of RMB 125,272,782.4 [1][2][3] Summary by Sections Profit Distribution Plan Overview - The company achieved a net profit of RMB 125,272,782.4 for the first half of 2025 and has a distributable profit of RMB 646,134,649.56 after accounting for legal reserves and retained earnings [1] - The proposed cash dividend is RMB 1.00 per 10 shares, amounting to a total distribution of RMB 38,404,968.80, with no capital reserve conversion or stock dividends planned [1] Legality and Reasonableness of the Plan - The profit distribution plan complies with relevant laws, regulations, and the company's articles of association, ensuring reasonable returns for investors and reflecting the company's operational realities [2] - The board believes the plan supports the company's sustainable development and does not harm shareholder interests [2] Review Procedures and Opinions - The board of directors approved the profit distribution plan during its third meeting on August 22, 2025, confirming its alignment with legal and regulatory requirements [2][3] - The audit committee also reviewed and approved the plan, affirming its compliance with applicable guidelines and its benefits for the company's long-term interests [3]

Core Insights - Dongya Machinery (301028.SZ) reported a revenue of 626 million yuan for the first half of 2025, representing a year-on-year growth of 3.44% [1] - The net profit attributable to shareholders reached 125 million yuan, an increase of 4.36% year-on-year [1] - The net profit excluding non-recurring gains and losses was 115 million yuan, reflecting a year-on-year growth of 4.18% [1] - Basic earnings per share stood at 0.33 yuan [1] - The company proposed a cash dividend of 1 yuan (including tax) for every 10 shares to all shareholders [1]

Core Viewpoint - East Asia Machinery (301028.SZ) reported a revenue of 626 million yuan for the first half of 2025, reflecting a year-on-year growth of 3.44% [1] - The net profit attributable to shareholders reached 125 million yuan, marking a year-on-year increase of 4.36% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 115 million yuan, with a year-on-year growth of 4.18% [1] - Basic earnings per share stood at 0.33 yuan [1] Financial Performance - Revenue for the reporting period: 626 million yuan, up 3.44% year-on-year [1] - Net profit attributable to shareholders: 125 million yuan, up 4.36% year-on-year [1] - Net profit after deducting non-recurring gains and losses: 115 million yuan, up 4.18% year-on-year [1] - Basic earnings per share: 0.33 yuan [1]

证券代码：301028 证券简称：东亚机械 公告编号：2025-045 厦门东亚机械工业股份有限公司 | | | 修订前 | | | | | | | | | | 修订后 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 第 六 公 | 条 | 司 本 为 人 | 注 | 册 | 资 | 民 | 币 第 | 六 | 条 | 公 | 司 | 注 | 册 | 资 本 | 为 | 人 | 民 | 币 | | 38,177.4116万元。 | | | | | | | | 38,404.9688万元。 | | | | | | | | | | | | 第二十一条 | | 公司股份总数为38,177.4116 | | | | | | 第二十一条 | | | | | | 公司股份总数为38,404.9688 | | | | | | 均为普通股。 万股, | | | | | | | | 均为普通股。 万股, | | | ...

厦门东亚机械工业股份有限公司 关于 2025 年半年度募集资金存放与使用情况的专项报告 一、募集资金基本情况 （一）实际募集资金金额、资金到位时间 经中国证券监督管理委员会《关于同意厦门东亚机械工业股份有限公司首次公开发 行股票注册的批复》（证监许可[2021]1715 号），公司于 2021 年 7 月首次向社会公开发 行人民币普通股（A 股）9,500.00 万股，每股发行价为 5.31 元，募集资金发行总额为人 民币 50,445.00 万元。在扣减主承销商承销费 4,035.60 万元及相应的增值税 242.14 万元 后，公司募集资金专户于 2021 年 7 月 14 日收到中信证券汇入的募集资金为人民币 46,167.26 万元。公司对募集资金采取了专户存储管理。 公司募集资金发行总额为人民币 50,445.00 万元，扣除发行费用 6,220.74 万元后， 实际募集资金净额为 44,224.26 万元。上述资金到账情况业经容诚会计师事务所（特殊 普通合伙）容诚验字[2021]361Z0066 号《验资报告》验证。 （二）募集资金使用及结余情况 2025 年 1-6 月，公司募集资金使用情况为： ...