SBT(SH:688392) Zheng Quan Zhi Xing·2025-08-18 10:19Core Viewpoint - The company aims to enhance shareholder value and achieve high-quality development through its "Quality Improvement and Efficiency Enhancement Action Plan" for 2025, focusing on core business operations and innovation. Group 1: Business Operations and Market Expansion - The company specializes in the research, design, production, and sales of ultrasonic equipment, targeting applications in industries such as new energy batteries, semiconductors, and medical technology [1][2] - In the first half of 2025, the company achieved a revenue of 322.79 million yuan, representing a year-on-year growth of 32.50%, and a net profit attributable to shareholders of 58.04 million yuan, up 1,005.12% year-on-year [1] - The company has expanded its market share in the new energy battery sector by leveraging its core technology and addressing customer needs, resulting in successful product launches and increased sales [2] Group 2: Innovation and R&D - The company invested 75.58 million yuan in R&D, accounting for 23.41% of its revenue, and has obtained 336 valid patents and 62 software copyrights as of June 30, 2025 [5] - The company has a strong R&D team with 318 personnel, representing 37.54% of its total workforce, and has increased its recruitment of specialized talent by 10.03% [5] - The company is focusing on advancing ultrasonic technology in various applications, including semiconductor packaging and non-metal welding, with significant progress in product development [6] Group 3: Financial Management and Efficiency - The company improved its financial management through cost control and inventory turnover optimization, achieving a gross profit margin of 65.25%, an increase of 15.40 percentage points year-on-year [6] - The company reported a cash management income of 5.88 million yuan in the first half of 2025, ensuring stable financial returns [6] Group 4: Shareholder Returns and Corporate Governance - The company emphasizes shareholder returns and has established a three-year shareholder return plan (2025-2027) to balance operational growth and investor returns [7] - The company completed the grant of restricted stock to 60 incentive targets as part of its incentive plan, aligning the interests of management and shareholders [8] - The company is committed to enhancing its corporate governance by revising its governance structure and improving compliance with legal regulations [9] Group 5: Investor Relations and Communication - The company actively engages with investors through various channels, including performance briefings and investor meetings, to enhance transparency and communication [10] - The company has organized multiple investor meetings to discuss its operational performance and business developments, fostering a positive relationship with its investors [10]