诺力股份: 诺力股份投资者活动记录表

Core Viewpoint - The company reported a mixed performance in the first half of 2025, with a decrease in revenue but an increase in net profit, highlighting ongoing innovation and international expansion efforts. Financial Performance - Total assets reached 9.093 billion, an increase of 3.03% from the beginning of the period - Net assets attributable to shareholders amounted to 2.998 billion, up by 1.99% - Operating revenue was 3.215 billion, a year-on-year decrease of 7.4% - Net profit attributable to shareholders was 246 million, a year-on-year increase of 2.28% [1] - Net profit after deducting non-recurring gains and losses was 218 million, an increase compared to the same period last year [1] Business Development - The intelligent manufacturing equipment segment maintained an advantage in overseas markets, with steady growth in orders for electric forklifts and warehouse trucks [1] - The company launched over 30 new products during the reporting period, enhancing its product line with innovations such as the A series forklifts and lightweight handling vehicles [1] - The company increased its focus on technological innovation and market expansion, resulting in a significant improvement in the quality of new orders [1] R&D Achievements - R&D investment for the reporting period was 129 million, leading to recognition as a quality benchmark in Zhejiang's manufacturing sector [2] - The company established a joint laboratory with Zhejiang University to explore embodied intelligent robotics, resulting in the development of the Nobot II robot [2][3] - As of June 2025, the company held 654 valid patents, including 173 invention patents, and participated in the formulation of numerous national and industry standards [3] Market Trends - The domestic forklift rental market has exceeded 10 billion annually, providing a complementary growth avenue for the forklift industry [3] - The company is actively investing in the rental market to enhance brand market share and improve operational flexibility for customers [3] International Strategy - The company is deepening its internationalization through a "global production base + localized channels" strategy [4] - Production capacity is supported by facilities in China, Malaysia, and Vietnam, with expansion in Europe through financing [4] - The company is experiencing growth in emerging markets in Southeast Asia and steady orders in North America and Europe [4]