Core Points - Company participated in the "2025 Guangdong District Investor Collective Reception Day" on September 19, 2025, engaging with investors through an online platform [1] Financial Performance - As of June 30, 2025, the company's contract liabilities amounted to 129.63 million, representing a 30.72% increase from the end of 2024 and a 60.94% year-on-year increase [2] - For the first half of 2025, the company achieved operating revenue of 1.214 billion, a year-on-year increase of 50.36%, and a net profit attributable to shareholders of 179 million, up 56.43% year-on-year [2] Business Strategy - The company has no current plans to acquire or invest in CNC system companies but has stakes in "Shanghai Kepler Robot Co., Ltd." and "Yinchuang One Robot Co., Ltd." [2] - The management emphasizes ongoing operational management and effective communication with investors to reflect the company's value [2] Market Outlook - The company believes the CNC machine tool industry has significant growth potential due to manufacturing recovery, accelerated domestic substitution, and increased CNC rate [2] - The company’s products are widely used in various industries, with the top three revenue-generating sectors being general equipment, consumer electronics, and new energy vehicles [2] Production Capacity - New production capacities in Dongguan and Nanjing have been gradually put into use, alleviating short-term capacity constraints [2] - The overall capacity utilization rate is reasonable, and the company does not foresee capacity as a bottleneck in the short to medium term [2] Sales and Profitability - The sales strategy focuses on direct sales complemented by distribution, with limited impact from major customer expansion on gross margins [2] - Different CNC machine products cater to various processing needs, with no significant competition among them [2]
调研速递|乔锋智能装备接受众多投资者调研，透露多项关键要点