Core Insights - The company, Jun Ding Da (301538), reported a significant increase in total revenue and net profit for the first half of 2025, with total revenue reaching 479 million yuan, up 31.67% year-on-year, and net profit of 94.58 million yuan, up 17.7% [1][3] Financial Performance - Total revenue for Q2 2025 was 249 million yuan, reflecting a year-on-year increase of 25.59% [1] - The net profit for Q2 2025 was 47.51 million yuan, showing a year-on-year increase of 36.66% [1] - The gross profit margin decreased to 41.03%, down 12.54% year-on-year, while the net profit margin fell to 19.76%, down 10.61% year-on-year [1][3] - Total expenses (selling, administrative, and financial) amounted to 54.79 million yuan, accounting for 11.45% of revenue, a decrease of 25.88% year-on-year [1] - Earnings per share increased to 1.21 yuan, up 10.19% year-on-year, while operating cash flow per share rose to 0.54 yuan, up 67.35% year-on-year [1] Accounts Receivable and Liabilities - Accounts receivable increased significantly, with a year-on-year growth of 37.19%, reaching 328 million yuan [1][3] - Interest-bearing liabilities surged by 173.81%, totaling 27.67 million yuan [1] Revenue Drivers - The increase in revenue was primarily driven by sales growth in the automotive, communications electronics, and engineering machinery sectors, with the automotive sector (including new energy vehicles) seeing a notable increase of 43.32% [3] - The company has increased its R&D investment by 23.02%, indicating a commitment to innovation and product development [3] International Revenue - For the first half of 2025, the company generated approximately 84 million yuan in revenue from overseas markets, with 30 million yuan coming from the U.S., representing 6.23% of total revenue [6] - The U.S. sales revenue increased compared to the same period in 2024, primarily due to the expansion of existing customer relationships [6]

Group 1 - The company Jun Ding Da (SZ 301538) announced that on August 19, 2025, it received an investor research visit from Baoying Fund and other investors, with participation from the company's director and board secretary Liu Yaqin [2] - For the first half of 2025, the company's revenue composition was 74.34% from functional protective casing and 25.66% from other main businesses [2]

Financial Performance - In the first half of 2025, the company achieved revenue of approximately 4.79 billion CNY, a year-on-year increase of 31.67% [2] - The net profit for the same period was approximately 0.95 billion CNY, reflecting a growth of 17.70% [2] - In Q2 2025, the company reported revenue of approximately 2.49 billion CNY and a net profit of approximately 4.75 million CNY, showing a slight increase quarter-on-quarter [2] Revenue Breakdown - Functional protective sleeves generated revenue of approximately 3.56 billion CNY, up 22.97% year-on-year [2] - Other product categories contributed approximately 1.23 billion CNY, marking a significant increase of 65.65% [2] - Domestic revenue was approximately 3.38 billion CNY, a year-on-year growth of 38.38%, while overseas revenue was about 83.95 million CNY, increasing by 7.23% [2] Industry and Market Insights - The automotive sector accounted for 67.79% of total revenue, with sales from automotive clients reaching approximately 1.44 billion CNY, a year-on-year increase of 54.70% [2] - The company’s products are primarily used in the automotive, engineering machinery, telecommunications, and rail transportation sectors, with respective revenue contributions of approximately 68%, 10%, 12%, and 3% [3] - The company is actively exploring emerging markets such as aerospace, wind power, photovoltaics, energy storage, and medical sectors, although these currently contribute minimal revenue [4] Competitive Landscape - The market for functional protective sleeves is fragmented, with competition from multinational corporations and domestic leaders [3] - The company has positioned itself as a leading domestic player in the polymer modified protective materials industry, with product performance comparable to foreign competitors [6] International Operations - The overseas subsidiary in Mexico is in the early stages of operation, focusing on North American market expansion [5] - The Moroccan subsidiary is still awaiting regulatory approvals and has not yet commenced operations [5] Customer Relations and Growth - Revenue growth is primarily driven by existing customers, with stable relationships leading to increased procurement [5] - New customers include Stellantis, contributing a minor portion to overall revenue [5] Product Development and Strategy - The company employs a diverse pricing strategy based on customer requirements and market conditions [4] - Multiple formulations are developed to meet varying performance needs across different industries [4]

公司最新资产负债率为12.88%，较上季度资产负债率减少2.82个百分点。 2025年8月19日，骏鼎达(301538.SZ)发布2025年中报。 公司营业总收入为4.79亿元，较去年同报告期营业总收入增加1.15亿元，实现3年连续上涨，同比较去年 同期上涨31.67%。归母净利润为9458.17万元，较去年同报告期归母净利润增加1422.19万元，实现2年 连续上涨，同比较去年同期上涨17.70%。经营活动现金净流入为4197.81万元，较去年同报告期经营活 动现金净流入增加2406.08万元，同比较去年同期上涨134.29%。 公司最新总资产周转率为0.32次。最新存货周转率为1.97次，较去年同期存货周转率增加0.22次，实现2 年连续上涨，同比较去年同期上涨12.41%。 公司股东户数为8189户，前十大股东持股数量为5887.51万股，占总股本比例为75.10%，前十大股东持 股情况如下： | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | J | 杨凤凯 | 30.80% | | 2 | 杨巧云 | 29.37% | | 3 | 新余博海投资合伙企业(有限合伙) ...

Group 1 - The company Jun Ding Da (301538) reported a revenue of 479 million yuan for the first half of 2025, representing a year-on-year growth of 31.67% [1] - The net profit for the same period was 94.58 million yuan, showing a year-on-year increase of 17.70% [1] - The basic earnings per share (EPS) was 1.2064 yuan, with a weighted average return on equity (ROE) of 7.25% [1]

智通财经APP讯，骏鼎达(301538.SZ)发布2025年半年度报告，报告期内，公司实现营业收入4.79亿元， 同比增长31.67%。实现归属于上市公司股东的净利润9458.17万元，同比增长17.70%。实现归属于上市 公司股东的扣除非经常性损益的净利润9142.57万元，同比增长18.29%。基本每股收益1.2064元。 ...

人民财讯8月18日电，骏鼎达（301538）8月18日晚间披露2025年半年报，公司上半年实现营业收入4.79 亿元，同比增长31.67%；归母净利润9458.17万元，同比增长17.70%；基本每股收益1.21元。 ...

格隆汇8月18日丨骏鼎达(301538.SZ)公布，公司于2025年8月15日召开第四届董事会第六次会议，会议审议通过了《关于部分募投项目结项并使用节余资金投资新项目的议案》，按照公司首 ...

格隆汇8月18日丨骏鼎达(301538.SZ)公布2025年半年度报告，上半年公司实现营业收入4.79亿元，同比 增长31.67%；归属于上市公司股东的净利润9458.17万元，同比增长17.70%；归属于上市公司股东的扣 除非经常性损益的净利润9142.57万元，同比增长18.29%；基本每股收益1.2064元。 ...

中信建投证券股份有限公司 关于深圳市骏鼎达新材料股份有限公司 部分募投项目结项并使用节余资金投资新项目的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"或"保荐机构"） 作为深圳市骏鼎达新材料股份有限公司（以下简称"骏鼎达"或"公司"）首次 公开发行股票并在创业板上市的保荐机构。根据《证券发行上市保荐业务管理办 法》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》《深圳证 券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》等有关规定，对骏鼎达部分募投项目结项并使 用节余资金投资新项目的事项进行了核查，具体情况如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意深圳市骏鼎达新材料股份有限公司首 次公开发行股票注册的批复》（证监许可〔2023〕1853 号）同意注册，并经深 圳证券交易所同意，公司首次向社会公开发行人民币普通股股票 1,000.00 万股， 每股面值 1.00 元，发行价格为人民币 55.82 元/股。本次募集资金总额为人民币 55,820.00 万元，扣除发行费用后，实际募集资金净额为人民币 48,406. ...