Group 1 - The company achieved steady growth in the first half of 2025, with operating revenue of 618 million yuan, a year-on-year increase of 11.03%, and a net profit attributable to shareholders of 126 million yuan, up 9.22% year-on-year [1] - The company's gross profit margin remained high at 34.54%, and the management of period expenses showed significant improvement, with the sales expense ratio decreasing from 11.21% in 2024 to 10.31% in the first half of 2025 [1] - In Q2 2025, the company saw a notable recovery in performance, with revenue of 336 million yuan, a year-on-year increase of 19.73%, and a net profit of 73 million yuan, up 15.58% year-on-year [1] Group 2 - The demand in traditional industries continues to recover, with the domestic automotive production and sales increasing by 12.5% and 11.4% respectively in the first half of 2025, and the penetration rate of new energy vehicles reaching 44.3% [2] - The company is actively expanding into the robotics sector, focusing on self-lubricating bearings for joints and components for dexterous hands, with some products already achieving small-scale sales in the robotics parts market [2] - Revenue forecasts for the company are projected to be 1.306 billion yuan in 2025, 1.506 billion yuan in 2026, and 1.740 billion yuan in 2027, with net profits expected to be 262 million yuan, 316 million yuan, and 371 million yuan respectively [2]
长盛轴承(300718):25Q2业绩增速显著修复 看好公司新领域布局