Workflow
研发制造双轮驱动
icon
Search documents
易德龙(603380):牵头PCB电机创新联合体获批 研发+制造双轮驱动成长
Xin Lang Cai Jing· 2025-09-19 12:31
Group 1 - The core viewpoint of the news is the announcement of two projects led by two companies in the Suzhou Cooperation Zone, focusing on the development of axial PCB stator magnetic flux motors to address traditional motor issues such as low power density and high noise [1] - The projects aim to tackle six key technologies, including multi-layer PCB stator design and low-inductance efficient drive, to overcome production bottlenecks and establish an independent intellectual property system, filling domestic technological gaps [1] - The innovation efforts are expected to support advancements in high-end manufacturing sectors such as new energy vehicles, drones, and robotic joint motors [1] Group 2 - The company is transitioning to a value-creating partner through a dual-driven approach of manufacturing and R&D, enhancing customer stickiness and expanding new business partnerships [2] - By the first half of 2025, the company has established product development cooperation agreements with several global industry leaders across various product fields, including human-machine interfaces, IoT, motors, and power supplies [2] - The company is actively advancing the development of next-generation products, including four-in-one servo motors and PCB axial motors, to drive its second growth curve and achieve a strategic shift from manufacturing execution to R&D leadership [2] Group 3 - The company's main business is steadily improving, with a record high revenue of 1.171 billion yuan in the first half of 2025, representing a year-on-year growth of 15.6%, and a net profit of 115 million yuan, up 31.1% [3] - In Q2 2025, the company achieved a revenue of 620 million yuan, a year-on-year increase of 10.8%, and a net profit of 72.74 million yuan, growing by 29.3%, with both revenue and profit reaching historical highs for a single quarter [3] - The industrial control and communications markets are the main growth drivers, with the industrial control sector generating 610 million yuan in revenue, a 36.3% increase, and the communications equipment sector achieving 200 million yuan, up 22.4% [3] Group 4 - The company is expected to achieve net profits of 247 million, 302 million, and 363 million yuan from 2025 to 2027, with corresponding PE ratios of 33.75, 27.63, and 22.95 times, indicating a strong long-term outlook [4] - The dual-driven strategy of manufacturing and R&D, along with continuous expansion of major clients and production capacity, supports the positive profit forecast [4]