DSBJ(SZ:002384) Zheng Quan Shi Bao Wang·2025-08-26 14:01Core Viewpoint - Dongshan Precision (002384) reported a steady growth in revenue and a significant increase in net profit for the first half of 2025, indicating strong operational performance and strategic positioning in the electronic manufacturing sector [2] Financial Performance - The company achieved an operating revenue of 16.955 billion yuan, a year-on-year increase of 1.96% [2] - Net profit attributable to the parent company was 758 million yuan, reflecting a year-on-year growth of 35.21% [2] - Basic earnings per share stood at 0.45 yuan [2] Business Operations - Dongshan Precision focuses on the research, production, and sales of electronic circuit products, precision components, touch display modules, and LED display devices, serving various industries including consumer electronics, new energy vehicles, communication equipment, industrial equipment, AI, and medical devices [2] - The company is capitalizing on the rapid growth of the electronic circuit industry and maintaining its competitive edge in the core components of new energy vehicles [2] - The breakthrough in AI technology is expected to drive explosive growth in demand for data servers, presenting new development opportunities for the company [2] Strategic Expansion - To seize market opportunities in AI servers, the company is actively pursuing the acquisition of Solstice Optoelectronics for up to 5.935 billion yuan to enter the optical module market [3] - Dongshan Precision is also expanding its presence in Europe by acquiring 100% of French GMD for approximately 1 million euros, alongside a debt restructuring plan [3] Capital Operations - The company successfully completed a private placement of A-shares, raising a total of 1.4 billion yuan to support business development needs [3] - A share buyback plan was initiated for employee stock ownership or equity incentives, with 4.2022 million shares repurchased, accounting for 0.2463% of the total share capital [3]