NJEC(SH:600699) Zheng Quan Shi Bao Wang·2025-08-26 03:20Core Viewpoint - Junsheng Electronics reported a significant increase in revenue and profit for the first half of 2025, marking a successful transition into the automotive and robotics sectors, with a focus on international expansion and innovation in smart automotive solutions [1][4][5]. Financial Performance - The company achieved approximately 30.347 billion yuan in revenue, a year-on-year increase of 12.07%, with operating profit totaling about 1.247 billion yuan and net profit attributable to shareholders rising by 11.13% to 708 million yuan [1]. - The overall gross margin improved by 2.9 percentage points to approximately 18.4%, reflecting successful cost optimization and supply chain adjustments [2][3]. Business Segments - In the automotive sector, Junsheng Electronics is transitioning from a "player" to a "builder," focusing on key components and solutions for global automotive and robotics companies [1][4]. - The company reported new orders with a total lifecycle value of approximately 31.2 billion yuan, with over 66% related to new energy vehicles [5][6]. Strategic Initiatives - Junsheng Electronics is advancing its Hong Kong listing to create an international capital platform aimed at enhancing R&D in smart automotive technologies [1]. - The company is actively pursuing partnerships in the intelligent driving space, including collaborations with leading algorithm firms and investments in smart driving chip companies [4][5]. Robotics Development - The company has established a wholly-owned subsidiary focused on humanoid robotics, aiming to leverage its automotive component expertise to innovate in this new sector [6]. - Junsheng Electronics has signed strategic cooperation agreements with leading robotics firms to develop core technologies and customized solutions [6]. Shareholder Confidence - There has been a noticeable increase in shareholding among major stakeholders, indicating strong confidence in the company's future prospects [7].