江南模塑科技股份有限公司2025年半年度报告摘要

Core Viewpoint - The company is focusing on its core business of automotive parts while expanding into the new energy vehicle sector, with several significant projects expected to generate substantial revenue in the coming years [5][6]. Company Overview - The company has not changed its controlling shareholder or actual controller during the reporting period [5]. - The company plans not to distribute cash dividends or issue bonus shares [3]. Financial Highlights - The company has received project confirmations from major clients in the automotive sector, including: - A project for exterior parts with a well-known domestic new energy client, expected to start mass production in May 2026, with a projected total sales revenue of RMB 1.23-1.32 billion over its lifecycle [5]. - A project for exterior parts with a leading luxury car client, expected to start mass production in April 2027, with a projected total sales revenue of RMB 2.07 billion over its lifecycle [6]. - Another project for exterior parts with a North American electric vehicle company, expected to start mass production in January 2026, with a projected total sales revenue of RMB 1.236 billion over its lifecycle [6]. Strategic Focus - The company is committed to strengthening partnerships with traditional mid-to-high-end brand clients while actively exploring opportunities in the new energy vehicle market [5].