朗博科技: 2025年半年度报告

Core Viewpoint - The report highlights the financial performance and operational developments of Changzhou Langbo Sealing Technologies Co., Ltd. for the first half of 2025, showcasing significant growth in revenue and net profit, driven by increased demand in the automotive sector, particularly in the new energy vehicle market [1][2]. Financial Performance - The company achieved operating revenue of CNY 121.84 million, representing an 18.03% increase compared to the same period last year [2][4]. - The total profit reached CNY 22.42 million, marking a 61.29% increase year-on-year [2][4]. - The net profit attributable to shareholders was CNY 19.28 million, up 60.18% from the previous year [2][4]. - The basic earnings per share increased to CNY 0.184, a 61.40% rise compared to the same period last year [2][4]. Business Operations - The company specializes in the production and sales of rubber sealing components, primarily used in automotive air conditioning systems, power systems, and braking systems [4][10]. - Key products include O-rings, seals, and gaskets, which are essential for various automotive applications [4][10]. - The company has established long-term cooperative relationships with major clients such as Huayu Automotive Systems, Nanjing Aotejia, and Chongqing Construction, ensuring stable demand for its products [10][13]. Market Trends - The automotive industry in China has shown robust growth, with total vehicle production and sales increasing by 12.5% and 11.4% respectively in the first half of 2025 [3][10]. - New energy vehicles (NEVs) have been a significant growth driver, with production and sales increasing by 41.4% and 40.3% respectively, accounting for 44.3% of total vehicle sales [3][10]. - The company is actively expanding its customer base, having developed 26 new clients in the first half of 2025, with 21 already receiving supplies [10][12]. Strategic Initiatives - The company is investing in automation and improving production processes to enhance efficiency and product quality [10][12]. - A new project focusing on rubber components for new energy vehicles and smart warehousing is underway, aimed at increasing competitiveness and operational efficiency [10][12]. - The company has a strong emphasis on research and development, holding 43 effective patents, including 13 invention patents, positioning itself as a leader in technology within the industry [10][12].