首程控股上半年营收同比增长36%：机器人战略提速，打造产业全链条

Core Viewpoint - Shoucheng Holdings is accelerating its transformation from a pure investor to a full-chain service provider in the industry [5] Financial Performance - In the first half of the year, Shoucheng Holdings reported revenue of HKD 731 million, a year-on-year increase of 36% [4] - The net profit attributable to shareholders was HKD 339 million, up 30% year-on-year [4] - Gross profit reached HKD 295 million, reflecting a 26% increase compared to the previous year [4] Business Segments - The asset financing business generated HKD 220 million in revenue, marking a 69% year-on-year growth and becoming a key driver of overall performance [4] - Shoucheng Holdings has established a large-scale infrastructure real estate equity investment fund in collaboration with China Life, positioning itself as one of the largest industrial investors in the REITs market [4] - The company has made strategic investments in key sectors such as data centers and clean energy through various REITs [4] Investment Strategy - Shoucheng Holdings has invested in leading robotics companies through multiple industry funds, covering humanoid robots and core components [7] - The establishment of a "robot advanced materials industry company" aims to fill critical gaps in the supply chain and enhance technology performance in tactile perception and lightweight materials [7] Application and Market Integration - The company is promoting the integration of robots into production and daily life, creating a "Didi-like" platform for supply and demand in the robotics sector [8] - Strategic partnerships, such as with Alter Automotive, aim to integrate robots into the automotive production chain [8] - The company is exploring a "robot 4S store" model to enhance retail services and facilitate the adoption of robotics in everyday life [8] Shareholder Returns - Shoucheng Holdings plans to distribute a total dividend of HKD 1.159 billion for the year 2025 and repurchase over 40 million shares, with a dividend yield of nearly 8% [8] - The management emphasizes the importance of creating long-term growth potential while ensuring shareholder returns [9]