骄成超声: 2025年半年度报告

Core Viewpoint - The report highlights the significant growth in revenue and net profit for Shanghai Jiaocheng Ultrasonic Technology Co., Ltd. in the first half of 2025, driven by increased demand in the new energy and semiconductor sectors, alongside the company's strategic focus on technological innovation and market expansion [3][8][10]. Company Overview and Financial Indicators - The company reported a total revenue of approximately 322.79 million yuan, representing a 32.50% increase compared to the same period last year [3][8]. - The net profit attributable to shareholders reached approximately 58.04 million yuan, marking a substantial increase of 1,005.12% year-on-year [3][8]. - The total assets of the company at the end of the reporting period were approximately 2.26 billion yuan, up 6.19% from the beginning of the year [3][8]. - The net assets attributable to shareholders increased to approximately 1.76 billion yuan, reflecting a growth of 3.88% [3][8]. Industry and Main Business Situation - The company operates in the ultrasonic technology sector, focusing on the research, design, production, and sales of ultrasonic welding, cutting, and testing equipment, primarily serving the new energy and semiconductor industries [4][10]. - The demand for ultrasonic equipment is expected to grow due to the rapid development of the new energy battery and semiconductor industries, with the market for ultrasonic welding equipment in the new energy sector showing significant growth [4][10]. - The company has established a strong market position in the ultrasonic welding equipment sector, particularly in the new energy battery field, where it has seen a notable recovery in business performance [4][10]. Technological Innovation and R&D - The company invested approximately 75.58 million yuan in R&D during the reporting period, accounting for 23.41% of its revenue, indicating a strong commitment to innovation [9][14]. - The company has developed a comprehensive ultrasonic technology platform that covers the entire industrial application process, enabling it to provide tailored solutions for various industries [14][15]. - The company has successfully launched several innovative products, including ultrasonic bonding machines and scanning microscopes, which have received positive market feedback [9][12]. Market Position and Competitive Advantage - The company has established partnerships with numerous well-known clients in the automotive and semiconductor sectors, enhancing its market presence and competitive edge [10][11]. - The company is recognized as a national high-tech enterprise and has received multiple accolades for its innovation and technological capabilities, further solidifying its reputation in the industry [14][15]. - The company’s focus on customer service and localized support has strengthened its relationships with clients, contributing to its competitive advantage in the market [16].