Ge Long Hui·2025-10-20 14:30Core Viewpoint - The company reported significant growth in revenue and net profit for the first three quarters of 2025, driven by increased sales in the electric vehicle and air conditioning sectors, alongside effective management of raw material costs [1][2] Group 1: Financial Performance - The company's operating revenue for the first three quarters of 2025 reached 5.373 billion, representing a year-on-year increase of 7.16% [1] - Main business revenue amounted to 4.899 billion, with a year-on-year growth of 12.59% [1] - The gross profit margin improved to 19.49%, an increase of 9.46 percentage points compared to the same period last year [1] - Net profit attributable to shareholders was 515 million, showing a remarkable year-on-year increase of 161.81% [1] - The net profit excluding non-recurring items was 430 million, reflecting a substantial year-on-year growth of 381.94% [1] Group 2: Sales Performance - Sales revenue from the new energy vehicles and auto parts sector reached 2.615 billion, with a corresponding sales volume increase of 23.46% [1] - The energy-saving variable frequency air conditioning sector generated sales revenue of 1.446 billion, with a sales volume increase of 18.48% [1] - Overseas sales revenue was 942 million, accounting for 17.54% of total operating revenue, remaining stable compared to the previous year [1] - Sales revenue from exports to the United States was 354 million, which accounted for 6.58% of total operating revenue, marking a year-on-year increase of 43.92% [1] Group 3: Raw Material Management - The prices of major rare earth raw materials showed an overall upward trend compared to the same period last year [2] - The company adopted flexible inventory strategies to manage raw material price fluctuations, ensuring delivery capabilities and receiving strong recognition from domestic and international clients [2] - These measures contributed to the stability and sustainability of the company's operations [2]