金科环境2025年上半年经营稳定 创新产品交付逐渐放量

Core Viewpoint - The company, Jinko Environment Co., Ltd., is committed to the mission of "AI brings water freedom to humanity" and is implementing a strategy focused on "resource utilization, AI digitization, and productization" to promote efficient use and sustainable development of water resources, showing positive operational performance and business expansion [1] Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 277 million yuan, representing a year-on-year growth of 13.16% [1] - As of June 30, 2025, the total order backlog reached 626 million yuan, indicating robust overall operations [1] Group 2: Technological Advancements - The company launched the core component of its AI digitization strategy, the Water Radish AI Intelligent System, which integrates self-developed process optimization forecasting and decision-making models, enhancing operational safety, efficiency, and cost-effectiveness in water treatment plants [2] - The Water Radish AI Intelligent System is expected to reduce labor costs by approximately 75%, decrease equipment failure rates by about 20%, and lower chemical and electricity consumption by around 15% each [2] Group 3: Product Development - The company has made significant advancements in the performance and scalability of its new water island product, achieving a 90% reduction in construction time and land area compared to conventional water treatment plants, while significantly lowering the total lifecycle cost [3] - The company has delivered a total of 8 new water island products as of the report date, indicating progress in production capabilities [3] Group 4: Market Expansion - The company is actively expanding its overseas market presence, achieving initial success in various regions, including securing direct drinking water project membrane component sales orders in Thailand and conducting experimental applications of the new water island in the UAE [4] - The company has established partnerships in North America and is building a cooperative network for future business expansion in the Middle East and Europe, indicating a gradual improvement in its overseas sales channel system [4]