Financial Performance - In the first half of 2025, the company achieved operating revenue of 431.95 million yuan, a year-on-year increase of 60.02% [2] - Net profit attributable to shareholders was 37.73 million yuan, a decrease of 38.69% compared to the previous year, primarily due to reduced government subsidies and lower product gross margins [2][3] Market Demand and Orders - The increase in operating revenue was driven by both increased customer demand and market share growth [3] - The company reported a stable order situation for the first half of 2025, with expectations for overall stability throughout the year [3] Industry Trends and Competition - The demand for lightweight, high-performance composite materials in defense equipment is expected to grow, driving industry development [4] - Future competition will focus on integrating the entire supply chain, with key factors being core technology, cost control, and production capacity [4] Product Development and Innovation - The company has established strategic partnerships for research in electromagnetic functional composite materials, achieving breakthroughs in structural-functional composite materials [4] - Self-developed materials are currently focused on market expansion and brand establishment, targeting applications in automotive, eVTOL, and aerospace sectors [6] Customer Dependency and Risk Management - The company aims to deepen strategic partnerships with existing core customers while exploring new market opportunities to reduce customer concentration risk [7] - High supplier concentration is a challenge; the company plans to maintain relationships with current suppliers and develop new ones to mitigate procurement risks [9] Profitability and Cost Management - The company's gross margin has decreased but is expected to stabilize, reflecting a shift towards a more sustainable industry development [8] - Adjustments in gross margin are seen as beneficial for optimizing operational efficiency and enhancing cost control [8] Talent and Team Development - The company emphasizes the importance of technical and management talent, focusing on internal talent development and recruitment to meet business needs [10] - There are considerations for implementing a stock incentive plan to attract and retain core talent [11]

据证券之星公开数据整理，近期佳力奇（301586）发布2025年中报。截至本报告期末，公司营业总收入 4.32亿元，同比上升60.02%，归母净利润3773.17万元，同比下降38.7%。按单季度数据看，第二季度营 业总收入2.5亿元，同比上升53.59%，第二季度归母净利润2672.53万元，同比下降26.91%。本报告期佳 力奇应收账款上升，应收账款同比增幅达52.31%。 本次财报公布的各项数据指标表现一般。其中，毛利率21.86%，同比减40.17%，净利率8.74%，同比减 61.69%，销售费用、管理费用、财务费用总计2038.76万元，三费占营收比4.72%，同比减27.29%，每股 净资产15.33元，同比增5.58%，每股经营性现金流-0.98元，同比减169.59%，每股收益0.45元，同比减 54.02% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 2.7亿 | 4.32亿 | 60.02% 1 | | 归母净利润(元) | 6154.75万 | 3773.17万 | -38.70% | ...

Core Viewpoint - The company, Jialiqi, emphasizes its capability to provide comprehensive and cost-effective composite material solutions, covering the entire process from design to assembly, and aims to expand into new market opportunities in various sectors such as civil aviation, drones, missiles, and low-altitude economy [1] Group 1 - The company offers a wide range of applications for composite materials [1] - The company plans to develop new business segments to enhance product diversity and improve business scale and profitability [1]

Summary of Key Points Core Viewpoint - Anhui Jialiqi Advanced Composite Materials Technology Co., Ltd. has successfully completed its initial public offering (IPO) and is now disclosing the details regarding the issuance and circulation of shares, including the number of shares that are subject to lock-up agreements and their subsequent release [1][2]. Section Summaries Initial Public Offering Details - The company has received approval from the China Securities Regulatory Commission for the registration of its IPO, issuing a total of 20,743,876 shares, which represents 76.29% of the total share capital post-issuance [1]. - The total share capital of the company is now 82,975,503 shares, with 63,302,966 shares subject to lock-up agreements, accounting for 76.29% of the total [1][2]. Lock-up Shares and Release - A total of 1,071,339 shares from the offline placement of the IPO have been released for circulation as of March 3, 2025, representing 1.29% of the total share capital [2]. - The remaining lock-up shares will be released on August 28, 2025, after a 12-month lock-up period [2]. Shareholder Commitments - A total of 29 shareholders have committed to not transferring or entrusting their shares during the lock-up period, which lasts for either six months or twelve months from the IPO date, whichever is longer [3][4]. - The commitments include provisions for penalties if the shareholders violate these agreements, ensuring that any profits from such violations will be returned to the company [3][4]. Share Capital Structure Changes - Following the release of lock-up shares, the company's share capital structure will reflect the changes, with a detailed breakdown provided in the announcement [15]. - The company emphasizes compliance with relevant regulations and the importance of maintaining investor confidence through transparent communication regarding share capital changes [16]. Stability Measures - The company has outlined specific conditions under which it will implement stock price stabilization measures, including share buybacks and potential increases in shareholding by major shareholders if the stock price falls below the net asset value [9][11]. - These measures are designed to protect investor interests and maintain market stability following the IPO [9][11].

格隆汇8月25日丨佳力奇(301586.SZ)公布半年度报告，营业收入4.3亿元，同比增长60.02%，归属于上市 公司股东的净利润3773万元，同比下降38.69%，归属于上市公司股东的扣除非经常性损益的净利润 3763万元，同比下降17.14%。 ...

每经头条（nbdtoutiao）——A股成交连续8天破2万亿元，券商招聘也来了！行业巨头秋招"求才"，25个 岗位都有什么特点？ （记者 张喜威） 每经AI快讯，佳力奇（SZ 301586，收盘价：57.6元）8月25日晚间发布公告称，公司限售股份约3263.67 万股将于2025年8月28日解禁并上市流通，占公司总股本比例约为39.33%。 2024年1至12月份，佳力奇的营业收入构成为：航空装备制造业占比100.0%。 截至发稿，佳力奇市值为48亿元。 ...

证券代码：301586 证券简称：佳力奇 公告编号：2025-023 安徽佳力奇先进复合材料科技股份公司 安徽佳力奇先进复合材料科技股份公司董事会 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。 2025 年 8 月 26 日 安徽佳力奇先进复合材料科技股份公司（以下简称"公司"）于 2025 年 8 月 26 日在巨潮资讯网（www.cninfo.com.cn）披露《2025 年半年度报告》及其摘要。 1 为充分尊重投资者、提升交流的针对性，现就本次业绩说明会提前向投资者公 开征集问题。投资者可提前登录"互动易"平台"云访谈"栏目进入公司 2025 年半 年度业绩说明会页面进行提问，本次业绩说明会上公司将在信息披露允许的范围内 对投资者普遍关注的问题进行回答。此次活动交流期间，投资者仍可登录活动界面 进行互动提问。 欢迎广大投资者积极参与！ 关于举行 2025 年半年度业绩说明会的公告 特此公告。 为便于广大投资者进一步了解公司 2025 年半年度经营情况，公司将于 2025 年 9 月 10 日（星期三）15:00-17:00 举行 2025 年半年度业绩 ...

本表已于 2025 年 8 月 26 日获董事会批准。 | | 资金占用 | 占用方与上 | 上市公司核 | 年期初 2025 | 2025 | 年半年度占 | 2025 年半年 | 2025 年半年 | 2025 年半 | 占用形成原 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | 方名称 | 市公司的关 | 算的会计科 | 占用资金余额 | | 用累计发生金额 | 度占用资金 | 度偿还累计 | 年度期末占 | 因 | 占用性质 | | | | 联关系 | 目 | | （不含利息） | | 的利息(如有) | 发生金额 | 用资金余额 | | | | 控股股东、实际控制 | - | - | - | - | - | | - | - | - | - | - | | 人及其附属企业 | - | - | - | - | - | | - | - | - | - | - | | 小计 | - | - | - | - | - | | - | - | - | - | - | | 前控股股东 ...

证券代码：301586 证券简称：佳力奇 公告编号：2025-022 安徽佳力奇先进复合材料科技股份公司 关于公司 2025 年半年度募集资金存放与使用情况的专项报告 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。 根据中国证券监督管理委员会《上市公司募集资金监管规则》《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》以及《深圳证券交 易所创业板上市公司自律监管指南第 2 号——公告格式》的相关规定，安徽佳力奇 先进复合材料科技股份公司（以下简称"公司"）就 2025 年半年度募集资金存放与 使用情况作如下专项报告： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意安徽佳力奇先进复合材料科技股份公司 首次公开发行股票注册的批复》（证监许可〔2023〕2139 号）同意注册，并经深圳 证券交易所同意，公司首次公开发行人民币普通股（A 股）20,743,876 股，每股面值 为人民币 1.00 元，发行价格为人民币 18.09 元/股，募集资金总额为 375,256,716.84 元，扣除与募集资金相关的发行费用 43,587,7 ...

证券代码：301586 证券简称：佳力奇 公告编号：2025-020 安徽佳力奇先进复合材料科技股份公司 第四届监事会第五次会议决议公告 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。 一、监事会会议召开情况 安徽佳力奇先进复合材料科技股份公司（以下简称"公司"）第四届监事会第 五次会议于 2025 年 8 月 25 日在公司会议室以现场方式召开，会议通知于 2025 年 8 月 19 日以电子邮件等方式送达全体监事。 会议由公司监事会主席陈肖先生主持。本次会议应出席监事人数 3 人，实际出 席监事人数 3 人。公司董事会秘书陆玉计先生列席了会议。本次会议的召集、召开 符合《中华人民共和国公司法》和《安徽佳力奇先进复合材料科技股份公司章程》 等有关规定，会议决议合法有效。 二、监事会会议审议情况 表决结果：同意 3 票、反对 0 票、弃权 0 票。 （二）审议通过了《关于公司<2025 年半年度募集资金存放与使用情况的专项报 告>的议案》 经审议，监事会认为：在确保不影响公司正常生产经营和募集资金投资项目建 设的情况下，公司使用部分闲置募集资金进行现金管理，提 ...