Furja(SH:603219) Zheng Quan Shi Bao Wang·2025-10-27 13:16Core Insights - The company reported a revenue of 2.291 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 23.29%, while net profit decreased by 14.30% to 133 million yuan, indicating a narrowing decline compared to the first half of the year [1] - In the third quarter, the company achieved a profit of 46.4475 million yuan, marking a significant year-on-year increase of 40.85%, showcasing strong growth resilience [1] - The company's "One Body, Two Wings" strategic transformation is progressing, with significant developments in the robotics and energy storage sectors expected to generate substantial orders and initiate a second growth curve [1] Robotics Sector - The company is a well-known ODM supplier in the smart cleaning appliance sector, exporting products to over 30 countries and regions across five continents [2] - The launch of the world's first intelligent cluster grain robot in collaboration with partners marks the company's entry into the special robotics field, enhancing operational efficiency and aligning with national food security strategies [2] - The grain robot is expected to see order volumes in the tens of thousands annually starting in 2026, with the company being the sole manufacturer of the robot and its control systems, establishing a strong technological advantage [2] Energy Storage Sector - The company is building a comprehensive product system in the energy storage sector, transitioning from a component supplier to a system integrator, achieving a revenue of 245 million yuan in the first half of 2025 [3] - Recent favorable policies, including a plan to reach 180 million kilowatts of new energy storage capacity by 2027, are expected to significantly boost demand for energy storage solutions [3] - The combination of these policies is anticipated to increase profit margins for the company, as the energy storage market experiences heightened demand and supply pressures [3]