帝尔激光半年净利增长38.37% 多项技术获突破巩固行业领先地位

Core Viewpoint - The company, Dier Laser, continues to demonstrate strong performance driven by technological innovation and significant orders, achieving substantial revenue and profit growth in the first half of 2025 [1][4][5]. Financial Performance - In the first half of 2025, Dier Laser reported revenue of 1.17 billion yuan, a year-on-year increase of 29.2%, and a net profit of 327 million yuan, up 38.37% [1]. - For the full year of 2024, the company achieved revenue of 2.014 billion yuan, a growth of 25.20%, and a net profit of 528 million yuan, increasing by 14.40% [3]. - The gross margin for solar cell laser processing equipment rose from 46.93% to 47.57% in the first half of 2025 [4]. Business Expansion and Innovation - Dier Laser has focused on its core business while actively expanding into consumer electronics, new displays, and integrated circuits, creating new growth points [1][2]. - The company has made breakthroughs in various laser technologies, including TOPCon and perovskite, enhancing its competitive edge in the photovoltaic industry [1][5]. - Dier Laser has developed innovative laser micro-etching technology that replaces traditional photolithography, simplifying processes and reducing costs in the BC battery sector [5][6]. Client Base and Orders - The company has established a strong client base, including major photovoltaic manufacturers such as Longi Green Energy and Trina Solar, becoming a comprehensive solution provider [3][4]. - In October 2024, Dier Laser signed significant contracts worth 1.229 billion yuan with leading photovoltaic companies, representing 76.36% of its audited revenue for 2023 [3][7]. Research and Development - Dier Laser maintains a high level of investment in R&D, with 439 domestic and international patents as of June 30, 2025, and has established multiple R&D centers globally [6][7]. - The company is involved in various national strategic emerging industry projects and has built a strong international R&D team to drive innovation [6].