劲拓股份: 2025年半年度报告摘要

Core Viewpoint - The company has successfully transitioned from a "business-oriented" to a "technology-oriented" operational strategy, focusing on electronic thermal equipment and enhancing its competitive edge through technological advancements and digital transformation [6][7][8]. Financial Performance - The company's revenue for the reporting period reached approximately 368.77 million yuan, representing a 12.44% increase compared to the previous year [6]. - Net profit attributable to shareholders was approximately 53.35 million yuan, marking a 49.01% increase year-on-year [6]. - The net cash flow from operating activities was approximately 79.29 million yuan, up 60.91% from the previous year [6]. - Basic and diluted earnings per share increased to 0.22 yuan, a rise of 46.67% [6]. - The return on equity was 6.51%, up from 4.34% in the previous year [6]. Company Strategy and Operations - The company has restructured its operations to focus on core technology in electronic thermal equipment, gradually divesting non-core research areas [6][7]. - A significant investment of nearly 100 million yuan has been made in research and development for precision temperature control technologies [7]. - The company is addressing industry challenges related to large-scale integrated circuit packaging by developing specialized reflow soldering equipment [7]. - Digital transformation initiatives include the implementation of various management systems to enhance operational efficiency [8]. Market Expansion and Talent Acquisition - The company is expanding its overseas operations, having recruited 31 personnel for international sales and service roles in the first half of 2025 [8]. - A new factory in Malaysia is under construction to improve service capabilities for overseas clients [8]. - The company has introduced a stock incentive plan for 2025, granting 2.18 million restricted shares to 53 eligible employees, with a focus on R&D personnel [9][10].