宝馨科技2025半年报:亏损大幅收窄,智能制造与新能源双轮驱动显韧性

Core Insights - The company reported a significant reduction in losses, with a net profit decline of 57.71% year-on-year, indicating substantial progress in profit recovery [2] - The company achieved a revenue of 101 million yuan in the first half of 2025, demonstrating resilience amid industry adjustments and market challenges [1] Financial Performance - The net cash flow from operating activities was 26.58 million yuan, showing a slight year-on-year decrease but remaining in a net inflow state, indicating healthy operational funding [2] - The company focused on improving accounts receivable management, optimizing procurement strategies, and controlling expenses to enhance asset operation quality [2] Business Strategy - The "smart manufacturing + new energy" dual-drive strategy was emphasized, with the smart manufacturing segment generating 93.78 million yuan, accounting for 92.76% of total revenue, and a gross margin increase of 13.78% year-on-year [3] - The company is expanding its high-end equipment manufacturing and new energy supporting businesses through its production bases in Suzhou, Xiamen, and the Philippines, while enhancing technological research and product iteration [3] Innovation and Collaboration - The company is focusing on strategic emerging industries to optimize its business structure and enhance operational resilience through collaboration and innovation [4] - Efforts include optimizing production processes and product structures, as well as leveraging synergies between smart manufacturing and strategic emerging industries [4] Future Outlook - The company is positioned to seize opportunities in the market due to its strong operational resilience, ongoing innovation, and strategic focus on high-end equipment demand recovery and carbon neutrality policies [5]