Ge Long Hui A P P·2025-08-22 07:40Core Viewpoint - Guohai Securities report indicates that Guangwei Composite's net profit attributable to shareholders for the first half of the year was 269 million yuan, a year-on-year decrease of 26.85% [1] Financial Performance - In Q2, the net profit attributable to shareholders was 115 million yuan, reflecting a year-on-year decline of 45.69% and a quarter-on-quarter decrease of 25.97% [1] - The carbon fiber segment's revenue was 636 million yuan, down 6.85% year-on-year, with a gross margin of 60.32%, an increase of 1.71 percentage points year-on-year [1] - The carbon beam segment achieved revenue of 369 million yuan, up 47.95% year-on-year, with a gross margin of 24.93%, an increase of 2.68 percentage points year-on-year [1] Business Strategy and Outlook - The company plans to establish and effectively operate 35 systems by the first half of 2025, focusing on defense applications, large aircraft, rail transit, automotive, wind power generation, and laboratory accreditation [1] - The company aims to exceed customer expectations in product and service quality, striving to become a world-class enterprise with high-quality development [1] - The long-term demand in the aerospace sector remains positive, and the company is recognized as the domestic leader in the variety and completeness of carbon fiber products [1]