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科力装备2025年上半年业绩稳健增长 新材料研发构筑第二增长曲线

Core Viewpoint - Hebei Keli Automotive Equipment Co., Ltd. reported a revenue of 318 million yuan for the first half of 2025, marking a year-on-year increase of 12.41%, with a net profit of 82.78 million yuan, up 4.88% year-on-year. The company plans to distribute a cash dividend of 5 yuan per 10 shares to all shareholders [1][2]. Group 1: Financial Performance - The company achieved a revenue of 318 million yuan, representing a 12.41% increase year-on-year [1]. - The net profit attributable to shareholders was 82.78 million yuan, reflecting a year-on-year growth of 4.88% [1]. - The main product, windshield installation components, generated revenue of 258 million yuan, a 16.27% increase, accounting for 81.02% of total revenue [2]. Group 2: Market Environment - The automotive industry's rapid growth in production and sales has driven demand for the company's products, contributing to strong performance [2]. - In the first half of 2025, China's automotive production and sales reached 15.62 million and 15.65 million units, respectively, with year-on-year increases of 12.5% and 11.4% [2]. Group 3: Capacity Expansion and Global Strategy - The company is actively expanding production capacity, with 60.64% of the investment in the "Intelligent Production Project for Automotive Glass Components" completed by June 30, 2025 [2][3]. - Keli Equipment is pursuing a dual strategy of flexible trade and localized production in the U.S. market, with progress on a production base in Ohio [3]. Group 4: Research and Development - The company increased R&D investment to 16.46 million yuan, a 28.73% year-on-year rise, with 77.62% of the investment in the "New Energy Vehicle Parts R&D Center" completed [4]. - Keli Equipment is focusing on new materials and has developed a VOC pollution-absorbing coating technology, which has been adopted in the auxiliary driving camera support for new energy vehicles [4][5]. Group 5: Future Growth Potential - The intelligent driving market is rapidly expanding, with projections indicating a market size exceeding 300 billion yuan by 2025 and potentially surpassing 1.2 trillion yuan by 2030 [4]. - The successful application of the new coating technology enhances the company's technical barriers and brand influence, potentially increasing market share [5].