Core Viewpoint - Anpei Long (301413) reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit, although some key metrics showed declines compared to the previous year [1][2]. Financial Performance Summary - Total revenue for the first half of 2025 reached 554 million yuan, a year-on-year increase of 34.44% [1] - Net profit attributable to shareholders was 42.132 million yuan, up 19.6% year-on-year [1] - In Q2 2025, total revenue was 293 million yuan, reflecting a 28.22% increase year-on-year, while net profit decreased by 3.09% to 21.762 million yuan [1] - The gross margin was 27.79%, down 9.47% year-on-year, and the net margin was 7.61%, down 11.04% year-on-year [1] - The company’s accounts receivable accounted for 473.35% of the latest annual net profit, indicating a significant amount of outstanding payments [1][4] Cost and Expense Analysis - Operating costs increased by 40.08%, driven by higher revenue [2] - Sales expenses rose by 32.71% due to expansion of sales personnel and increased costs related to overseas market development [2] - Total expenses (sales, management, and financial) amounted to 69.2566 million yuan, representing 12.5% of revenue, a decrease of 11.99% year-on-year [1] Cash Flow and Debt Situation - The net cash flow from operating activities decreased by 60.23%, attributed to the absence of government subsidies received in the previous year [2] - The company’s cash and cash equivalents increased by 123.08%, due to the repayment of loans and issuance costs [3] - Interest-bearing liabilities rose by 44.99% to 508 million yuan [1] Investment and Market Position - The company’s return on invested capital (ROIC) was 5.57%, indicating average capital returns [3] - Analysts expect the company to achieve a net profit of 117 million yuan in 2025, with an average earnings per share of 1.19 yuan [4] - The company is held by notable fund managers, including Yan Siqian from Penghua Fund, who has increased their stake [5]

Summary of Ampelon's Conference Call Company Overview - Ampelon reported a net profit of 38.27 million RMB for the first half of 2025, a year-on-year increase of 24.76% [2][4] - The company's revenue reached 554 million RMB, reflecting a growth of 34.44% year-on-year [4] Key Financial Metrics - Pressure sensors accounted for over half of the revenue at 52.79%, with a year-on-year growth of 61.88% [2][4] - Revenue from the automotive sector was the highest at 56.28%, growing by 52.97% [2][5] - Domestic market revenue grew by 38.03%, making up 84.56% of total revenue [2][6] - North American clients contributed significantly through third-party supply chains, with European client Stellantis showing nearly tenfold growth [2][8] Market Performance - The automotive sector generated 317 million RMB, while the home appliance sector generated 175.99 million RMB, reflecting growth rates of 52.97% and 11.29% respectively [5] - The company expects to improve gross margins to around 30% by the second half of 2026 through cost-reduction technologies [2][9] Research and Development - R&D expenses increased, focusing on force sensors and ICs, which are crucial for future competitiveness [2][11] - The company anticipates a self-developed IC penetration rate of about 10% by 2026, potentially reaching 20%-30% by 2027 [2][13] Production Capacity - Ampelon has prepared a dedicated production line for North American clients with an annual capacity of approximately 2 million units, and a second line in Thailand with a capacity of 3 million units [2][16] - The Thai production line is expected to lower costs significantly, enhancing competitiveness against overseas suppliers [2][17] Sensor Projects - The oxygen sensor project has begun supplying products, with significant revenue expected by 2027, potentially matching the pressure sensor market size [3][36] - The company is the only domestic supplier capable of mass production for automotive applications [39] Competitive Landscape - Ampelon is positioned to replace overseas suppliers due to its low-cost and high-reliability design solutions [2][20] - The company faces competition in the domestic market but currently holds a unique position in mass production capabilities [39] Future Outlook - The company expects to see significant revenue growth from the oxygen sensor project, with projections of reaching several hundred million RMB in annual revenue within four years [38] - The North American market is seen as a key growth area, with expectations of increasing market share as production capabilities expand [43][44] Conclusion - Ampelon is strategically positioned for growth in the automotive and sensor markets, with a focus on R&D and production capacity enhancements to meet increasing demand and improve profitability in the coming years [2][4][36]

2025年8月26日，安培龙(301413.SZ)发布2025年半年度报告。截至2025年8月25日，共有19个机构投资 者披露持有安培龙A股股份，合计持股量达2772.28万股，占安培龙总股本的28.17%。其中，前十大机 构投资者包括宁波长盈粤富投资有限公司、深圳市瑞航投资合伙企业(有限合伙)、中国建设银行股份有 限公司-永赢先进制造智选混合型发起式证券投资基金、招商银行股份有限公司-鹏华碳中和主题混合型 证券投资基金、中移创新产业基金(深圳)合伙企业(有限合伙)、华泰证券资管-兴业银行-华泰安培龙家园 1号创业板员工持股集合资产管理计划、中国建设银行股份有限公司-鹏华沪深港新兴成长灵活配置混合 型证券投资基金、吉安市西博聚鑫叁号创业投资合伙企业(有限合伙)、香港中央结算有限公司、中国农 业银行股份有限公司-宝盈策略增长混合型证券投资基金，前十大机构投资者合计持股比例达27.65%。 相较于上一季度，前十大机构持股比例合计下跌了3.14个百分点。 公募基金方面，本期较上一期持股增加的公募基金共计3个，包括永赢先进制造智选混合发起A、鹏华 碳中和主题混合A、鹏华沪深港新兴成长混合A，持股增加占比达1.75% ...

公司营业总收入为5.54亿元，较去年同报告期营业总收入增加1.42亿元，实现4年连续上涨，同比较去年同期上涨34.44%。归母净利润为4213.20万元，较去 年同报告期归母净利润增加690.34万元，同比较去年同期上涨19.60%。经营活动现金净流入为2903.93万元。 2025年8月26日，安培龙(301413.SZ)发布2025年中报。 公司摊薄每股收益为0.43元，较去年同报告期摊薄每股收益增加0.07元，同比较去年同期上涨19.44%。 公司最新总资产周转率为0.27次，较去年同期总资产周转率增加0.06次，同比较去年同期上涨29.15%。最新存货周转率为1.37次，较去年同期存货周转率增 加0.02次，实现2年连续上涨，同比较去年同期上涨1.16%。 公司股东户数为1.32万户，前十大股东持股数量为6526.09万股，占总股本比例为66.32%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | l | 部若军 | 31.6 | | 2 | 宁波长盈粤富投资有限公司 | 8.31 | | 3 | 深圳市瑞航投资合伙企业(有限合伙) | 5. ...

Group 1 - The core point of the article is that Anpelong (SZ 301413) announced the convening of its fourth board meeting on August 25, 2025, to review the proposal for the 2025 semi-annual report [1] - For the first half of 2025, Anpelong's revenue composition shows that sensitive components and sensor manufacturing accounted for 99.95% of total revenue, while other businesses contributed only 0.05% [1] - As of the report, Anpelong's market capitalization stands at 12.4 billion yuan [1]

智通财经APP讯，安培龙(301413.SZ)发布2025年半年度报告，报告期内，公司实现营业收入5.54亿元， 同比增长34.44%。实现归属于上市公司股东的净利润4213.2万元，同比增长19.60%。实现归属于上市公 司股东的扣除非经常性损益的净利润3826.63万元，同比增长24.76%。基本每股收益0.43元。 ...

格隆汇8月25日丨安培龙(301413.SZ)公布2025年半年度报告，上半年公司实现营业收入5.54亿元，同比 增长34.44%；归属于上市公司股东的净利润4213.20万元，同比增长19.60%；归属于上市公司股东的扣 除非经常性损益的净利润3826.63万元，同比增长24.76%；基本每股收益0.43元。 ...

天眼查商业履历信息显示，深圳安培龙科技股份有限公司，成立于2004年，位于深圳市，是一家以从事 计算机、通信和其他电子设备制造业为主的企业。企业注册资本9840.1985万人民币，实缴资本2305.941 万人民币。公司法定代表人为邬若军。 通过天眼查大数据分析，深圳安培龙科技股份有限公司共对外投资了9家企业，参与招投标项目25次， 知识产权方面有商标信息7条，专利信息107条，此外企业还拥有行政许可49个。 资金流向方面，今日主力资金净流出2291.58万元，占比成交额3.0%。其中，超大单净流出1708.31万 元、占成交额2.23%，大单净流出583.27万元、占成交额0.76%，中单净流出流出916.88万元、占成交额 1.2%，小单净流入3208.46万元、占成交额4.19%。 安培龙最新一期业绩显示，截至2025中报，公司营业总收入5.54亿元、同比增长34.44%，归属净利润 4213.20万元，同比增长19.60%，扣非净利润3826.63万元，同比增长24.76%，流动比率1.383、速动比率 1.008、资产负债率42.50%。 金融界消息 截至2025年8月25日收盘，安培龙（30141 ...

证券代码：301413 证券简称：安培龙 公告编号：2025-064 深圳安培龙科技股份有限公司 第四届监事会第六次会议决议公告 本公司及监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。 经审议，监事会认为：2025年半年度，公司募集资金的存放和使用均符合中 国证监会、深圳证券交易所对募集资金存放和使用的相关要求，不存在改变或者 变相改变募集资金投向和损害股东利益的情形，也不存在其他违规使用募集资金 —1— 的情形。 一、监事会会议召开情况 深圳安培龙科技股份有限公司（以下简称"公司"）第四届监事会第六次会 议的会议通知已于 2025 年 8 月 15 日以通讯方式通知全体监事。本次会议于 2025 年 8 月 25 日在公司会议室以现场结合通讯的方式召开。本次会议应出席监事 3 名，实际出席监事 3 名（其中：以通讯表决方式出席会议的监事分别是黄宗波、 颜炳跃）。会议由监事会主席黄宗波主持，公司董事会秘书张延洪列席会议。本 次会议的召集、召开和表决程序符合《中华人民共和国公司法》等相关法律法规 和《公司章程》的规定。 二、监事会会议审议情况 （一）审议通过《关于公司〈 ...

证券代码：301413 证券简称：安培龙 公告编号：2025-063 深圳安培龙科技股份有限公司 第四届董事会第七次会议决议公告 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、董事会会议召开情况 深圳安培龙科技股份有限公司（以下简称"公司"）第四届董事会第七次会 议的会议通知已于2025年8月15日以通讯方式通知全体董事。本次会议于2025年8 月25日在公司会议室以现场结合通讯的方式召开。本次会议应出席董事7名，实 际出席董事7名（其中：以通讯表决方式出席会议的董事分别是邬若军、黎莉、 周炫宏、孟春、蒋宏华、曾子轩）。会议由邬若军董事长主持，公司监事、高级 管理人员列席会议。本次会议的召集、召开和表决程序符合《中华人民共和国公 司法》等相关法律法规和《公司章程》的规定。 本议案已经公司第四届董事会审计委员会第七次会议审议通过。 经审议，董事会认为：公司《2025年半年度报告》及《2025年半年度报告摘 要》的编制和审核程序符合法律、行政法规和中国证券监督管理委员会、深圳证 券交易所的规定，报告内容真实、准确、完整地反映了公司的实际情况，不存在 任何虚假 ...