Investment Rating - The report maintains a "Buy" rating for the company, indicating a strong performance relative to the market [6][8][9] Core Insights - The company reported a record high quarterly performance in Q2 2025, with H1 revenue reaching 503 million yuan, a year-on-year increase of 44.86%, and a net profit attributable to shareholders of 85.25 million yuan, up 39.96% year-on-year [5][8] - The automotive business shows strong growth potential, with significant contributions from actuator products, which generated 226 million yuan in revenue, a year-on-year increase of 77.41% [8] - The company is actively expanding into the robotics sector, having established a strategic partnership with Turing Robotics to develop core components for robots, indicating a new growth avenue [8] Financial Data and Profit Forecast - For 2025, the company expects total revenue of 1,078 million yuan, with a year-on-year growth rate of 30.4% [7] - The projected net profit for 2025 is 180 million yuan, reflecting a year-on-year increase of 30.7% [7] - The company's gross margin is expected to remain stable around 32.4% for 2025, with a return on equity (ROE) projected at 23.1% [7][8]
开特股份（832978）：Q2单季度业绩创新高，合作图灵机器人开启新篇章