AUCMA(SH:600336) Zhong Guo Jing Ying Bao·2025-10-23 11:04Core Viewpoint - Aucma is accelerating its international expansion by establishing a smart factory in Indonesia, which will produce 500,000 refrigerators annually, aligning with its globalization strategy and the Belt and Road Initiative [1][2]. Group 1: Investment and Production - The newly established Aucma smart factory in Indonesia will focus on smart manufacturing, producing household refrigeration and smart cold chain products using advanced technologies [1]. - The total planned investment for the Aucma Indonesia smart factory project is approximately 360 million yuan, with 10.91 million yuan already invested in the first half of the year [2]. - Upon completion, the factory is expected to fill the market gap for mid-to-high-end cold chain products in Indonesia and extend its reach to Southeast Asia and global markets [1][2]. Group 2: Financial Performance - In the first half of 2025, Aucma reported a revenue of 4.057 billion yuan and a net profit attributable to shareholders of 37.85 million yuan, with a significant increase of 28.47% in non-recurring net profit compared to the same period last year [2]. - The company is transitioning from a traditional home appliance manufacturer focused on freezers to a cold chain IoT enterprise, implementing an "Internet + Full Cold Chain" strategy [2]. Group 3: Market Strategy - Aucma is pursuing a dual-driven development strategy of OEM and its own brand, focusing on emerging markets in Southeast Asia, the Middle East, Africa, Latin America, and Central Asia [3]. - The company aims to deepen strategic cooperation with key global appliance customers in the European and American markets, achieving significant breakthroughs in the first half of the year [3].