FUDA ALLOY(SH:603045) Shang Hai Zheng Quan Bao·2025-11-06 19:30Core Viewpoint - The company held a Q3 2025 earnings presentation to discuss its performance and future strategies, addressing investor concerns and highlighting growth in key business areas [2][3]. Group 1: Earnings Performance - The company reported a 30.03% year-on-year increase in revenue for the first three quarters of 2025, with net profit also growing over 30% [3][4]. - Basic earnings per share increased by 33.53% year-on-year [5]. Group 2: Business Development - The data center-related business has shown significant growth, with a high gross margin compared to the overall company margin, indicating a focus on this area for future expansion [3][4]. - The automotive sector, including new energy vehicles, has also performed well, with sales reaching a million-level scale and a gross margin above the company average [5]. - The company has made breakthroughs in the energy storage sector, supplying leading manufacturers indirectly, which positions it to benefit from industry growth [5]. Group 3: Strategic Initiatives - The company is in the process of acquiring Guangda Electronics through a cash purchase, which simplifies the transaction process and enhances efficiency [4]. - R&D investment increased by 17.69% year-on-year, focusing on electric contact materials and photovoltaic silver paste technologies, with several patents granted during the period [5]. Group 4: Financial Management - Cash reserves grew by 304% compared to the previous year, providing a buffer for future operational and investment needs [5].