证券日报网讯东利机械（301298）9月16日在互动平台回答投资者提问时表示，公司暂未引进战略投资 者的计划，河北阿诺达投建的悬架减振器智能制造项目将以公司剩余超募资金及自有资金实施。 ...

（文章来源：证券日报） 证券日报网讯东利机械9月16日在互动平台回答投资者提问时表示，公司目前没有向三轮车和摩托车行 业拓展的规划，但不排除发展到一定程度后不会涉及三轮和摩托业务。 ...

Core Viewpoint - Dongli Machinery (301298.SZ) has clarified on the interactive platform that the company is not involved in the industrial mother machine sector [1] Group 1 - The company has explicitly stated its non-involvement in the industrial mother machine field [1]

Group 1: Financial Performance - The company achieved a revenue of 33,343.64 million, representing a year-on-year growth of 3.26% [4] - Net profit for the first half of 2025 was 4,651.97 million, an increase of 21.57% compared to the previous year [9] - The gross profit margin stood at 29.71%, slightly up from the previous year, while the industry average gross margin was 21.74% [5][9] Group 2: Research and Development - In the first half of 2025, the company invested 1,584.83 million in R&D, accounting for 4.75% of revenue, a decrease of 1.03% from the previous year [7][8] - The company filed 3 new patents and received 12 patent grants, totaling over 120 patents by June 2025 [3][8] - Key R&D focuses included suspension dampers and high-precision gear processes, with successful applications in new products [8][9] Group 3: Customer and Market Strategy - The top five customers accounted for 91.15% of total revenue, indicating strong reliance on major clients [4] - The company aims to expand its domestic market share, targeting a balanced revenue split between domestic and international markets [6][9] - Collaboration with leading international companies enhances project development and ensures stable sales returns [4] Group 4: Production and Efficiency Improvements - The company launched 38 new products and prototypes in the first half of 2025, contributing an additional 510.85 million in sales [5] - Cost reduction measures implemented resulted in a decrease in unit product costs and an increase in production efficiency, contributing approximately 7% to the gross profit [6] - The company maintains a competitive edge through lean production and improved material utilization, achieving a higher gross margin than domestic peers [5]

Core Viewpoint - Dongli Machinery (301298) held an online collective reception day for investors and a collective performance briefing for the first half of 2025 on September 15, highlighting cost reduction and efficiency enhancement measures that contributed to improved profitability [1] Group 1: Cost Reduction and Efficiency Enhancement - In the first half of 2025, the company implemented various measures across production, procurement, and technology development to enhance lean management and mitigate the impact of customer price reductions [1] - The company optimized procurement strategies, integrated bulk materials, and developed new suppliers to build a stable supply chain [1] - In production, the company deepened smart manufacturing, promoted automation, digitalization, and process improvements, leading to increased efficiency, optimized labor costs, and energy savings [1] - The combined efforts resulted in a reduction of unit product costs and an increase in production efficiency, with cost reduction and efficiency enhancement contributing approximately 7% to the gross profit for the first half of the year [1] Group 2: Client Relationships and Market Position - The company serves as a secondary or tertiary supplier to automotive manufacturers, primarily supplying major global automotive parts assembly manufacturers [1] - It has established long-term stable partnerships with a number of well-known global clients, many of which are industry leaders, including AAM Group, VC Group, MUVIQ Group, and FUKOKU Group [1] - The company's automotive parts are ultimately used in internationally recognized brands such as Mercedes-Benz, BMW, Audi, General Motors, Ford, Renault, Porsche, Bentley, Ferrari, Jaguar, Land Rover, Volkswagen, Volvo, and Great Wall [1]

Core Insights - Dongli Machinery (301298) held an investor meeting on September 15, 2025, to discuss its performance and future prospects [1] Group 1: R&D Investment - In the first half of 2025, the company invested 15.84 million yuan in R&D, accounting for 4.75% of its revenue [1] - The R&D efforts are focused on suspension dampers and high-precision gear processes [1] - The company successfully developed a temperature adaptive valve for suspension dampers, which has been validated in the Ring Tower Rally, demonstrating excellent and stable performance while addressing high-temperature attenuation issues [1] Group 2: Product Development - In the gear project area, the company conducted in-depth research on multiple projects for Great Wall Motors, with samples showing stable quality after small batch trial production and receiving bulk orders [1] - These achievements highlight the company's R&D capabilities and provide strong momentum for future development [1] Group 3: Market Position - The company serves as a secondary or tertiary supplier to automotive manufacturers, supplying major global automotive parts manufacturers [1] - It has established long-term stable partnerships with well-known global clients, many of which are industry leaders, including AAM Group, VC Group, MUVIQ Group, and FUKOKU Group [1] - The company's automotive parts are ultimately used in internationally recognized brands such as Mercedes-Benz, BMW, Audi, General Motors, Ford, Renault, Porsche, Bentley, Ferrari, Jaguar, Land Rover, Volkswagen, Volvo, and Great Wall [1]

Core Viewpoint - Dongli Machinery (301298) held an online collective reception day for investors and a performance briefing for the first half of 2025 on September 15, where the general manager highlighted the company's future development and growth expectations based on the first half of 2025's operations and industry trends [1] Group 1: Company Development Highlights - The company is focusing on "intelligent manufacturing, green manufacturing, and flexible manufacturing" with promising prospects for new products such as the new energy reducer gear and self-developed suspension dampers, which have already entered mass production and are expected to drive performance growth [1] - The company is actively expanding into new fields to explore new growth points, particularly in the rapidly developing Chinese automotive industry, with plans for domestic and international markets to each account for half of its business in the long term [1] Group 2: Market Position and Clientele - As a secondary or tertiary supplier to automotive manufacturers, the company supplies major global automotive parts manufacturers and has established long-term stable partnerships with well-known clients, many of which are industry leaders, including AAM Group, VC Group, MUVIQ Group, and FUKOKU Group [1] - The company's automotive parts are used in internationally recognized brands such as Mercedes-Benz, BMW, Audi, General Motors, Ford, Renault, Porsche, Bentley, Ferrari, Jaguar, Land Rover, Volkswagen, Volvo, and Great Wall [1]

Group 1 - The company Dongli Machinery (301298) reported that as of September 10, 2025, the number of its shareholders is 11,681 [1]

Group 1 - The company Dongli Machinery announced its participation in the "2025 Hebei Listed Companies Investor Online Reception Day and 2025 Semi-Annual Report Collective Performance Briefing" [2] - The event is scheduled to take place on September 15, 2025 [2]

Core Viewpoint - Dongli Machinery emphasizes its flexible production line capabilities, allowing the company to process any products that meet its processing capacity and technical requirements, while continuing to focus on the research and market expansion of automotive parts to enhance market competitiveness and profitability [1] Group 1 - The company's production line is characterized as a flexible production line [1] - Dongli Machinery can process any products that align with its processing capacity and technical requirements [1] - The company aims to enhance its market competitiveness and profitability through ongoing research and market expansion in automotive parts [1]