劲拓股份：在手订单充足，正在积极扩大产能

Core Viewpoint - The company has a strong order backlog and is actively expanding its production capacity to meet increasing demand in the global market [2] Group 1: Financial Performance - For the first half of 2025, the company reported a revenue of 369 million yuan, representing a year-on-year growth of 12.44% [2] - The net profit attributable to shareholders reached 53.35 million yuan, showing a significant year-on-year increase of 49.01% [2] Group 2: Production Capacity Expansion - As of June 30, 2025, the company has signed contracts corresponding to approximately 289 million yuan in revenue that are yet to be fulfilled [2] - The company is increasing production shifts and has utilized additional floors in its Shenzhen production base to enhance capacity [2] - A new production base in Malaysia is expected to commence operations in the fourth quarter of this year, with capacity gradually increasing over the next three years to meet overseas customer demands [2] Group 3: Market Position and Opportunities - The global restructuring of the supply chain has led to an estimated demand for around 10,000 new production lines [2] - The company holds a leading market share globally and is well-positioned to capitalize on the new equipment demand due to its strengths in product, technology, service, and delivery [2]