JONHON(SZ:002179) Zhong Zheng Wang·2025-09-01 02:37Core Insights - The company reported a revenue of 11.183 billion yuan for the first half of 2025, representing a year-on-year growth of 21.60% and a net profit attributable to shareholders of 1.437 billion yuan, with a non-recurring net profit of 1.415 billion yuan [1] Group 1: Business Performance - The company achieved significant breakthroughs in multiple fields, particularly in the new energy vehicle sector, which saw over 50% year-on-year growth, surpassing the industry average [2] - The data center business doubled in scale, leveraging advantages in liquid cooling products and accelerating market promotion of power and high-speed products [2] - The industrial equipment sector focused on developing leading customers and capitalized on opportunities in photovoltaic energy storage and electric machinery, contributing to rapid business growth [2] Group 2: R&D and Innovation - The company invested 0.883 billion yuan in R&D during the reporting period, a 5.67% increase, focusing on breakthroughs in core interconnection transmission technologies [3] - The company holds over 6,000 authorized patents, with 32 overseas patents, and has participated in the formulation of over 950 domestic and international standards, showcasing its technological leadership [3] Group 3: Operational Efficiency - The company optimized its entire value chain management, enhancing supply chain stability through centralized management and authorized procurement [4] - The production model is centered on "sales-driven production," establishing an agile delivery mechanism to meet diverse and rapid delivery needs [4] - The company has been recognized as a "demonstration factory for intelligent manufacturing" and has implemented advanced intelligent warehousing and logistics systems, improving production efficiency and digitalization [4]