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]

2025 年半年报集体业绩说明会的公告 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。 证券代码：301298 证券简称：东利机械 公告编号：2025-064 保定市东利机械制造股份有限公司 关于参加 2025 年河北辖区上市公司投资者网上集体接待日暨 2025 年 9 月 10 日 为进一步加强与投资者的互动交流，保定市东利机械制造股份有限公司（以 下简称"公司"）将参加由河北省上市公司协会与深圳市全景网络有限公司联合 举办的"2025 年河北辖区上市公司投资者网上集体接待日暨 2025 年半年报集体 业绩说明会"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参 与本次互动交流，活动时间为 2025 年 9 月 15 日（周一）14:00-17:00。 届时公司总经理万占升、董事会秘书杜银婷、财务总监刘志诚将在线就公司 治理、发展战略、经营状况、股权激励和可持续发展等投资者关心的问题，与投 资者进行沟通与交流，欢迎广大投资者 ...

Group 1: Financial Performance - The company's revenue for the first half of 2025 was 333.44 million CNY, representing a year-on-year growth of 3.26% [3] - The gross profit margin was 29.71%, showing a slight increase compared to the same period last year [3] - Net profit attributable to shareholders was 46.52 million CNY, a significant year-on-year increase of 21.57% [3] - The non-recurring net profit was 45.64 million CNY, reflecting a year-on-year growth of 23.31% [3] - The substantial increase in net profit was primarily due to an exchange gain of 14.29 million CNY from foreign sales [3] Group 2: Research and Development Focus - R&D investments in the first half of 2025 were concentrated on suspension dampers and high-precision gear processes [3] - The company has introduced advanced equipment to ensure high precision standards for gears used in new energy vehicles [4] Group 3: Strategic Initiatives for New Energy Vehicles - The company is investing nearly 200 million CNY in smart manufacturing projects focused on new energy vehicle gears and turbocharger housings [4] - An additional investment of over 100 million CNY is allocated for a high-speed forging production line and a liquid die forging production line to support automotive lightweight trends [4] - A dedicated sales team is established to explore the domestic new energy vehicle market, aligning with existing customers' transitions [4] Group 4: Future Growth Drivers - New business initiatives, including new energy reduction gear, turbo intermediate housing, and aluminum alloy liquid die forging projects, are expected to drive future performance growth [5] - The self-developed suspension damper has entered mass production, which is anticipated to be another significant contributor to performance growth [5]