望变电气: 2025年半年度业绩预告

Core Viewpoint - Chongqing Wangbian Electric (Group) Co., Ltd. expects a significant increase in net profit for the first half of 2025, driven by the successful launch of its high-end magnetic materials project and steady growth in its subsidiary's revenue [2][3]. Financial Performance Summary - The company anticipates a net profit attributable to shareholders of the parent company between 46 million yuan and 54 million yuan for the first half of 2025, representing an increase of 11.21 million yuan to 19.21 million yuan compared to the same period last year, which corresponds to a year-on-year growth of 32.21% to 55.20% [2][3]. - The expected net profit, excluding non-recurring gains and losses, is projected to be between 42 million yuan and 50 million yuan, reflecting an increase of 25.45 million yuan to 33.45 million yuan year-on-year, translating to a growth rate of 153.79% to 202.13% [2][3]. Business Drivers - The increase in overall performance is attributed to the production of the company's 80,000-ton high-end magnetic materials project, which has led to a steady improvement in the gross profit margin of oriented silicon steel products [2]. - Additionally, the revenue growth from the subsidiary Yunbian Electric's power distribution and control equipment business has contributed positively to the profit increment [2].