投资者关系活 动类别 ☐特定对象调研 ☐分析师会议 ☐媒体采访 业绩说明会 ☐新闻发布会 ☐路演活动 ☐现场参观 ☐其他（请文字说明其他活动内容） 参与单位名称 及人员姓名 参加2025年半年度业绩说明会的全体投资者 时间 2025年9月25日（星期四）15:00—17:00 地点 价值在线（www.ir-online.cn） 上市公司接待 人员姓名 董事长：贾廷纲 副董事长：郑英霞 董事、总裁：何爱彬 独立董事：李博 董事会秘书：杨仝焕 证券事务代表：曾裕欢 投资者关系活 动主要内容介 绍 公司管理层就投资者关心的问题进行了沟通交流，主要信息如下： 1.请介绍一下公司上半年整体业绩表现？ 答:尊敬的投资者，您好！2025年是公司落实七三战略的关键年份，我们始终聚焦主业，坚 定践行高质量发展理念。2025年上半年公司实现营业收入42.64亿元，归母净利润2.71亿元；经 营活动现金流净额较上年同期大幅改善，增幅达69.08%。同时第二季度业绩表现良好，单季营 收达29.26亿元，归母净利润2.56亿元。感谢您的关注。 2.各位好，请问今年上半年的新签订单情况如何?在手订单？ 答:尊敬的投资者，您好！今年新能源 ...

东方电热（300217.SZ）9月25日在投资者互动平台表示，尊敬的投资者，你好。1、柔性织物压力传感 器在耐久性、精密度等方面可以达到客户要求。2、2025年上半年预镀镍材料产量处于爬坡阶段，下半 年随着批量向国际知名电池企业交货，营收规模和毛利率预计会较大幅度提升。3、公司会持续巩固家 电、新能源汽车电加热器业务基本盘，积极开拓固态电池设备、熔盐储能设备、电池材料等业务，着力 实现经营业绩逐步回升。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：您好！市场对公司电子皮肤量产进展与镀镍业务盈利 水平存在高度关注。1.公司电子皮肤已准备量产并向头部企业送样，目前实际量产良品率具体为多少？ 是否达到客户要求标准，核心影响因素有哪些？2025年上半年预镀镍业务营收及毛利率均较低，与此前 增长预期存在差距，核心原因是成本过高、订单不足还是产能利用率低？预镀镍业务已向特斯拉等企业 送样，目前是否实现批量供货？针对业绩不及预期的情况，有何具体改善措施及时间表？ ...

Group 1 - The core focus of the recent investor relations activity for Shenzhen Manns Technology Co., Ltd. was on the progress of solid-state equipment and share repurchase plans [1][2] - The company has successfully delivered solid-state and dry-process equipment orders to clients, including dry multi-roller film systems and ceramic twin-screw fiberization equipment, which have received positive feedback from customers [1] - The company has established a dual-line layout for dry and wet processes, accumulating substantial technical reserves and validation data, showcasing innovation in new ceramic materials and efficient dispersion technologies [1] Group 2 - As of October 23, 2024, the first phase of the company's share repurchase plan has been completed, while the second phase is ongoing, with a total of 528,900 shares repurchased by August 31, 2025, amounting to 28.8378 million yuan [2] - The repurchased shares are intended for employee stock ownership plans or equity incentives [2] - The company ensured compliance with regulations during the investor meeting, with no significant undisclosed information leaked [2]

Investment Rating - The investment rating for the company is "Buy" with a target price not specified [5] Core Views - The report maintains a positive outlook on the company's performance, particularly in the context of the recovery in the power lithium battery sector and advancements in solid-state battery technology [2][3] - The company achieved a revenue of 1.53 billion yuan in H1 2025, representing a year-on-year increase of 5%, while the net profit attributable to shareholders was 58 million yuan, up 14% year-on-year [1] - The report anticipates revenue growth to 3.64 billion yuan in 2025, 4.94 billion yuan in 2026, and 6.03 billion yuan in 2027, with net profits projected at 327.65 million yuan, 450.78 million yuan, and 569.36 million yuan respectively [3] Financial Performance Summary - In H1 2025, the gross margin was 27%, down 3 percentage points year-on-year, while the net profit margin was 3.8%, remaining stable year-on-year [1] - For Q2 2025, the company reported a revenue of 660 million yuan, a decrease of 9% year-on-year, and a net profit of 11 million yuan, down 52% year-on-year [1] - The company has a total market capitalization of 7.51 billion yuan and a current price of 22 yuan per share [6] Revenue Structure and Product Development - The revenue structure indicates that 80% of H1 2025 revenue came from power lithium batteries, with expectations for improvement as the industry recovers and production capacity utilization stabilizes [2] - The company has completed the development of several new products, including a titanium alloy large shell welding process and multi-beam cutting technology, which have shown a 50% increase in equipment efficiency [2][3] - The company is also collaborating with leading industry players to develop solid-state battery production equipment, having delivered several production lines in H1 2025 [2]

Group 1 - The overall market is showing a positive trend with active trading, as evidenced by 101 brokerages conducting research on 608 stocks in the past month [1] - The industrial machinery and electronic components sectors are receiving significant attention from brokerages [1][2] - The top brokerage, CITIC Securities, conducted 158 research sessions, followed by Changjiang Securities with 133 sessions [1] Group 2 - Among the 608 stocks researched, 472 saw price increases, representing 77.63% of the total, with Hengli Drill Tools leading with a 185.36% increase [2] - Brokerages are particularly interested in merger and acquisition opportunities, with specific inquiries made to companies like Shijia Photon and Defu Technology regarding their potential acquisitions [2] - The distribution of the researched stocks shows a concentration in industrial machinery (56 stocks) and electronic components (39 stocks) [2] Group 3 - Analysts highlight opportunities in the industrial machinery sector, particularly in solid-state battery equipment, humanoid robots, and engineering machinery [3] - The market is expected to exhibit a "rotation and rebound" characteristic, with a focus on mechanical equipment and power equipment in the primary sector [3] - Long-term attention is recommended for consumption, technology, and dividend directions [3]