汇川技术上半年营收突破200亿元 新能源汽车业务增长50%

Financial Performance - Company achieved operating revenue of 20.509 billion yuan in the first half of the year, a year-on-year increase of 26.73% [1] - Net profit attributable to shareholders reached 2.968 billion yuan, with a year-on-year growth of 40.15%, significantly outperforming the industry average [1] - Net profit after deducting non-recurring gains and losses was 2.671 billion yuan, up 29.15% year-on-year [1] - Operating cash flow net amount reached 3.020 billion yuan, a substantial increase of 65.24% compared to the previous year [1] Business Segments - Intelligent manufacturing segment (including general automation and smart elevators) generated revenue of 11.244 billion yuan, a year-on-year increase of 12.96%, with a gross margin of 40.75%, up 0.94 percentage points [1] - New energy and rail transit segment revenue was 9.266 billion yuan, a year-on-year increase of 48.74, becoming the core driver of performance growth [1][2] New Energy Vehicle Business - Revenue from the new energy vehicle business reached 9 billion yuan, a year-on-year increase of 50%, benefiting from a domestic penetration rate of 44.3% and a 75.2% increase in overseas exports [2] - The company has secured over 30 domestic passenger car projects and five new overseas customer projects, covering all product categories [2] - New generation products, including the fourth-generation product platform and fifth-generation powertrain platform, are in development, with customer testing expected to start in the second half of 2025 [2] Industrial Automation Market - General automation business achieved revenue of 8.8 billion yuan, a year-on-year increase of 17%, with leading market shares in core products [3] - Smart elevator business revenue was 2.3 billion yuan, a slight decrease of 1% year-on-year, but the company is expanding overseas and focusing on the old elevator upgrade market [3] - Rail transit business revenue was 220 million yuan, remaining stable year-on-year, with new orders for magnetic traction systems [3] Research and Development - R&D investment reached 1.966 billion yuan, a year-on-year increase of 33.47%, with an R&D expense ratio of 9.58% [4] - The company has 6,118 R&D personnel, accounting for 40% of total employees, and has filed 121 new patent applications [4] - Global revenue reached 1.32 billion yuan, a year-on-year increase of 39%, with significant growth in emerging markets [4]