美腾科技发布半年报 订单与技术创新蓄力新发展周期

Core Insights - The company reported a revenue of 265 million yuan and a net profit of 8.13 million yuan for the first half of 2025, indicating a short-term performance pressure due to industry environment and strategic layout [1][2] - The company has a strong core competitiveness, with a backlog of orders reaching 867 million yuan, a year-on-year increase of 29.20% [1][2] Financial Performance - Revenue for the first half of 2025 was 265 million yuan, slightly fluctuating year-on-year due to adjustments in the coal industry and project delivery pace [2] - The net profit attributable to shareholders was 8.13 million yuan, with basic earnings per share at 0.09 yuan [2] - R&D investment reached 28.82 million yuan, accounting for 10.87% of revenue, maintaining a high level among Sci-Tech Innovation Board companies [2] Technological Advancements - The company achieved significant breakthroughs in smart equipment and industrial intelligence systems, including a 50%-100% increase in processing capacity for the H-type intelligent dry selection machine [3] - New technologies in non-coal mineral sorting have been developed, including unique domestic technologies for bauxite sorting [3] - The lithium battery recycling pilot line has entered the trial stage, achieving over 95% recovery rates for separators and over 90% for electrolytes [3] Strategic Developments - The company signed new orders worth 337 million yuan in the first half of 2025, with a total contract amount of 536 million yuan, reflecting a year-on-year increase of 3.88% [4] - The order backlog includes 459 million yuan in smart equipment, 151 million yuan in smart systems and instruments, and 221 million yuan in operational categories [4] - The company is expanding into international markets, with cooperation intentions established with clients in Turkey and Kazakhstan, and ongoing projects in India, Mongolia, Central Asia, and Australia [4]