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调研速递|金螳螂接受天弘基金等6家机构现场参观,透露多项业务关键要点

Group 1 - The company hosted a site visit for six institutions including Tianhong Fund and Yinhua Fund on September 2, 2025, to discuss various business aspects [1] - The improvement in impairment losses in the first half of the year is attributed to risk management and recovery measures, with a focus on optimizing customer structure and managing risks on a case-by-case basis [1] - The company anticipates growth in gross profit margins through structural optimization and efficiency improvements, alongside opportunities from industry landscape changes [1] Group 2 - In Q2, nearly 90% of new orders in the public decoration business were signed, with significant contributions from hotel and public space projects, each accounting for 35% of the public decoration business [1] - The company reported a 29% year-on-year increase in overseas business revenue in the first half of 2025, focusing on building a global network centered in Singapore [1] - The company is positioning urban renewal projects as a long-term strategic focus, covering various sectors including public facilities and cultural commerce [1] Group 3 - The cleanroom business has developed a full industrial chain service capability, leveraging the company's strengths in building decoration, with plans to enhance competitiveness through increased R&D [1] - The company has not disclosed specific plans for cash on hand regarding dividend increases or expansion into a second main business, emphasizing long-term sustainable development [1]