领益智造上半年净利润同比增长35.94%

Core Viewpoint - Guangdong Lingyi iTech Limited achieved significant growth in revenue and net profit in the first half of the year, indicating strong operational performance and strategic positioning in emerging technology sectors [1][2]. Financial Performance - The company reported a revenue of 23.625 billion yuan, a year-on-year increase of 23.35% [1] - Net profit attributable to shareholders reached 930 million yuan, up 35.94% year-on-year [1] - After excluding stock incentive amortization, net profit was 1.073 billion yuan, reflecting a 53.29% increase [1] - Operating cash flow was 1.673 billion yuan [1] - Basic earnings per share were 0.13 yuan, a 30.00% increase [1] - The weighted average return on equity was 4.59%, up 0.90 percentage points year-on-year [1] Shareholder Returns - The company repurchased 38.2319 million shares for a total of 320 million yuan [1] - A cash dividend of 139 million yuan was proposed, with total shareholder returns (dividends and buybacks) amounting to 459 million yuan, representing 49.40% of net profit [1] Business Segments - AI terminal business generated approximately 20.865 billion yuan in revenue, a 17.26% increase [1] - The automotive and low-altitude economy segment saw revenue of 1.183 billion yuan, up 38.41%, with a gross margin increase of 13.27 percentage points [1] - Other business segments achieved revenue of approximately 1.577 billion yuan, reflecting a 212.98% increase [1] Robotics and AI Technology - Lingyi iTech has established a strong presence in the humanoid robot sector, with early investments and a comprehensive product offering [2] - The company has developed core technologies in robotics, including servo motors and gear reducers, and holds patents in multiple countries [2] - In the AI terminal market, the company supplies components for leading products, including the Samsung Galaxy Z Fold 7 [2] - Lingyi iTech is involved in smart glasses projects, providing various structural and functional components [2]