绿的谐波上半年营收净利双增长 新赛道布局初见成效

Core Viewpoint - The company, Suzhou Green Harmonic Drive Technology Co., Ltd., reported significant growth in its first half of 2025, with a revenue of 251 million yuan, a year-on-year increase of 45.82%, and a net profit of 53.42 million yuan, also up by 45.87% [1] Group 1: Financial Performance - The company achieved a revenue of 251 million yuan in the first half of 2025, marking a 45.82% increase year-on-year [1] - The net profit attributable to shareholders reached 53.42 million yuan, reflecting a 45.87% growth compared to the previous year [1] Group 2: Business Development - The company benefited from a favorable environment in the robotics industry, leading to improvements in both business scale and profitability [1] - Core products, particularly electromechanical integration products, generated revenue of 41.64 million yuan, a 69.66% increase year-on-year, significantly contributing to the growth of core component shipments [1] Group 3: Industry Trends - The industrial robot sector saw a 35.6% year-on-year increase in production in the first half of 2025, providing additional growth support for the company's core business [1] - The harmonic reducer industry is experiencing rapid growth, driven by policy support and demand from core downstream industries [2] Group 4: R&D and Innovation - The company is actively advancing the development and commercialization of products in the embodied intelligent robot sector, with some leading manufacturers entering small-batch trial production [2] - The R&D team has expanded to 149 members, and the company holds a total of 214 domestic patents and 6 foreign patents, enhancing its technological capabilities [2] Group 5: Future Outlook - The company is focusing on the construction of a new generation of precision transmission device intelligent manufacturing project, aimed at expanding the production capacity of precision harmonic reducers and planetary roller screws [3] - The harmonic reducer industry is expected to maintain steady growth, driven by the continuous development of enterprises and the sustained high demand from downstream industries [3]