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赛力斯: 2025年度“提质增效重回报”行动方案的半年度评估报告

Core Viewpoint - The company has developed and published the "2025 Quality Improvement and Efficiency Enhancement Action Plan" to align with national policies and improve its operational quality and shareholder returns [1] Group 1: Strategic Development and Financial Performance - The company aims to enhance its competitive edge through technological and business model innovations, achieving a revenue of 62.402 billion yuan and a net profit of 2.941 billion yuan in the first half of 2025, representing a year-on-year growth of 81.03% [1] - The company is committed to expanding its product lineup, focusing on high-end smart electric vehicles, and has successfully launched several new models [1] Group 2: Innovation and R&D Investment - The company emphasizes innovation, with R&D expenditures reaching 5.198 billion yuan in the first half of 2025, an increase of 154.86% year-on-year [1] - A total of 1,362 patents were applied for, including 1,024 invention patents, demonstrating the company's commitment to technological advancement [1] Group 3: Governance and Compliance - The company adheres to relevant laws and regulations, continuously improving its governance structure and internal control mechanisms [2] - The company has revised internal governance documents and established a three-tier ESG governance framework to ensure compliance and sustainable development [2] Group 4: Shareholder Returns - The company prioritizes shareholder returns, distributing a cash dividend of 0.97 yuan per share, totaling approximately 1.584 billion yuan in the first half of 2025, which is 35.05% of the net profit attributable to shareholders [2] Group 5: Market Confidence and Communication - The management team has increased their shareholding by 248,400 shares, amounting to approximately 33.14 million yuan, to boost market confidence [3] - The company employs various communication channels to engage with investors, enhancing transparency and information disclosure [4]