DAYE(SZ:300879) Zheng Quan Shi Bao Wang·2025-07-15 11:54Core Viewpoint - Daya Co. expects a significant increase in net profit for the first half of 2025, marking a milestone as it surpasses 200 million yuan for the first time, with a projected net profit of 200 million to 260 million yuan, representing a growth of 277.71% to 391.02% compared to pre-restructuring levels [2][3] Group 1 - The substantial growth in net profit is attributed to two main factors: high product cost-performance ratio and strong competitiveness, leading to increased revenue, along with the contribution from the newly acquired subsidiary AL-KO [3] - The acquisition of AL-KO has resulted in a significant enhancement of the company's profitability, with the forecasted net profit for the first half of 2025 exceeding the combined net profit from 2021 to 2024 [3] - AL-KO, a well-known European manufacturer of garden machinery, has a strong market presence and technical expertise, which enhances Daya Co.'s competitiveness in the global market [3] Group 2 - Post-restructuring, Daya Co. has improved its global market competitiveness, gaining access to customer resources in Europe and Oceania, thereby increasing its market share and risk resilience [3] - The company plans to establish overseas manufacturing bases to ensure stable and healthy long-term development by replacing manufacturing in high-tariff regions with low-tariff alternatives [3]