Xingyu Co.,Ltd(SH:601799) Ge Long Hui A P P·2025-10-14 06:17Core Viewpoint - The establishment of Changzhou Xingyu Intelligent Robot Co., Ltd. by Xingyu Co., Ltd. indicates a strategic move into the emerging robotics sector, leveraging past experience in automotive lighting and a strong client base to drive new business growth [1] Group 1: Business Development - Xingyu Co., Ltd. is accelerating resource investment and team formation in the robotics field, which is expected to yield promising results [1] - In the first half of 2025, the company is set to undertake new product development projects for 52 vehicle models from multiple clients, with 37 models expected to enter mass production [1] Group 2: Financial Performance - The anticipated growth from new projects is projected to lead to an 18.2% increase in total revenue and an 18.88% increase in net profit [1] - Despite ongoing price wars in the automotive sector exerting pressure on the supply chain, the company's profitability has shown quarter-on-quarter improvement, with gross margin and net margin reaching 19.64% and 10.49% respectively in Q2 2025, reflecting an increase from Q1 2025 [1] Group 3: Market Strategy - The company is focusing on deepening its presence in the domestic market while also expanding into Europe and the United States, indicating a steady progression towards globalization [1] - The investment firm maintains a "buy" rating on the company's stock, reflecting confidence in its growth trajectory [1]