BOMIN ELECTRONICS(SH:603936) Xin Lang Cai Jing·2025-08-22 11:56Core Viewpoint - Bomin Electronics reported a revenue of 1.705 billion yuan for the first half of 2025, reflecting a year-on-year growth of 12.71%, while the net profit attributable to shareholders decreased by 31.38% to 37.8944 million yuan [1][2]. Financial Performance - The basic earnings per share for the reporting period was 0.06 yuan, with a weighted average return on equity of 0.89% [2]. - The company's gross margin for the first half of 2025 was 13.25%, down by 0.58 percentage points year-on-year, and the net margin was 2.22%, a decrease of 1.43 percentage points compared to the same period last year [2]. - In Q2 2025, the gross margin was 13.29%, down 2.52 percentage points year-on-year, while the net margin was 1.20%, a decline of 2.46 percentage points year-on-year [2]. Expense Analysis - Total operating expenses for the first half of 2025 amounted to 197 million yuan, an increase of 38.6357 million yuan year-on-year, with an expense ratio of 11.53%, up by 1.09 percentage points [2]. - Sales expenses increased by 55.06%, management expenses rose by 28.29%, R&D expenses grew by 7.80%, and financial expenses increased by 29.25% [2]. Shareholder Information - As of the end of the first half of 2025, the total number of shareholders was 53,400, an increase of 2,447 or 4.81% from the previous quarter [2]. - The average market value per shareholder rose from 97,600 yuan at the end of the previous quarter to 111,400 yuan, reflecting a growth of 14.18% [2]. Company Overview - Bomin Electronics, established on March 25, 2005, and listed on December 9, 2015, is located in Meizhou, Guangdong Province, specializing in the R&D, production, and sales of high-precision printed circuit boards (PCBs) and related electronic components [3]. - The main business revenue composition includes 74.11% from printed circuit boards, 20.43% from customized electronic components, and 5.46% from other sources [3]. - The company operates within the electronics industry, specifically in the printed circuit board sector, and is associated with concepts such as automotive electronics and Huawei [3].