长盈精密2025年上半年扣非净利增长强劲 对外收购布局AI算力领域

Core Viewpoint - Changying Precision's strong performance in the first half of the year indicates robust growth in its main business areas, particularly in AI and new energy sectors, supported by strategic acquisitions and product development initiatives [1][2][3]. Financial Performance - The company achieved operating revenue of 8.64 billion yuan, a year-on-year increase of 12.33% [1]. - The net profit attributable to shareholders, after deducting non-recurring items, reached 288 million yuan, reflecting a significant year-on-year growth of 32.18% [1]. - Revenue from the consumer electronics segment was 5.304 billion yuan, showing steady growth [1]. Strategic Developments - The company acquired 51% of Shenzhen Weixian Technology Co., Ltd. for 102 million yuan to enhance its capabilities in the AI server industry and high-speed communication modules [2][3]. - Changying Precision invested 2.5 million yuan in Dongguan Guosen Precision Industrial Co., Ltd., becoming a 20% shareholder to integrate core components for humanoid robots [3]. Business Segments - The new energy business generated 2.939 billion yuan in revenue, a 37.09% increase compared to the same period last year, becoming a key pillar of the company's strategy [2]. - The company is actively developing AI and humanoid robot components, with overseas sales exceeding 35 million yuan, significantly surpassing the annual target of 10.11 million yuan for 2024 [2]. Product Development - Changying Precision is focusing on the development of key components for AI-based laptops and wearable products, achieving breakthroughs in lightweight and high-strength materials [1]. - The company is also working on new types of material cell structures for battery clients, contributing to the growth of its new energy business [2].