Ge Long Hui·2025-09-14 04:31Core Viewpoint - The company reported a strong performance in the first half of 2025, with revenue of 80.606 billion RMB, a year-on-year increase of 2.58%, and a net profit of 1.730 billion RMB, up 13.97% compared to the previous year [1] Group 1: Financial Performance - The company achieved a total revenue of 80.606 billion RMB in the first half of 2025, with a year-on-year growth of 2.58% [1] - The net profit attributable to the parent company was 1.730 billion RMB, reflecting a year-on-year increase of 13.97% [1] Group 2: Business Segments - The company maintained its leadership position in the high-end product supply chain while expanding cooperation with overseas major clients, contributing to steady growth in the consumer electronics segment [1] - The AI server shipments saw rapid growth, opening new growth opportunities for the new intelligent products business [2] - The new energy vehicle (NEV) segment continued to show strong growth momentum, achieving a revenue of 12.450 billion RMB, a year-on-year increase of approximately 60.50% [3] - The consumer electronics segment generated revenue of 60.947 billion RMB, with assembly business accounting for 47.195 billion RMB and components business for 13.752 billion RMB [3] Group 3: Product Development and Market Trends - The liquid cooling server market is accelerating due to global computing power upgrades and surging AI demand, with the company actively investing in new product development and customer expansion [2] - The company has developed intelligent logistics robots that are widely used in internal manufacturing scenarios, enhancing warehousing and distribution efficiency [2] - The company has a clear technological advantage in smart cockpit systems, intelligent driving assistance systems, and other areas, with significant growth in product shipments [3]