瑞鹄模具订单充裕半年赚2.27亿 研发费增17.2%加速布局机器人

Core Viewpoint - Ruihu Mould (002997.SZ) has significantly improved its operating performance due to a substantial backlog of orders, achieving a revenue of 1.662 billion yuan in the first half of 2025, representing a year-on-year increase of 48.3% [1][2] Financial Performance - In the first half of 2025, the company reported a net profit of 227 million yuan, up 40.3% year-on-year, and a net profit excluding non-recurring gains and losses of 217 million yuan, an increase of 41.8% [1][2] - The operating cash flow net amount reached 213 million yuan, showing a remarkable growth of 836.9% [1][2] - Quarterly breakdown for the first two quarters of 2025 shows revenues of 747 million yuan and 915 million yuan, with year-on-year growth rates of 47.76% and 48.74% respectively [3] Order Backlog and Business Segments - As of June 30, 2025, the company had a backlog of orders in the automotive manufacturing equipment business amounting to 4.38 billion yuan, a 13.59% increase from the end of the previous year [1][7] - Both major business segments, automotive manufacturing equipment and lightweight automotive components, experienced revenue growth in the first half of 2025 [1][7] Strategic Initiatives - The company is accelerating its layout in the robotics field, having established a wholly-owned subsidiary, Wuhu Ruixiang Intelligent Robot Co., Ltd., in the first half of 2025 [1][7] - Research and development expenses for the first half of 2025 amounted to 64.63 million yuan, reflecting a year-on-year increase of 17.2% [1][8] Financing and Future Plans - Ruihu Mould is advancing a plan to issue convertible bonds to raise up to 880 million yuan, which will be allocated to projects including intelligent manufacturing for new energy vehicle components and the development of intelligent robots [1][9] - The completion of these projects is expected to significantly enhance the company's manufacturing capacity and overall competitiveness [1][9]