今日，工业和信息化部、市场监督管理总局印发《电子信息制造业2025－2026年稳增长行动方案》。其 中提出，2025~2026年主要预期目标是：规模以上计算机、通信和其他电子设备制造业增加值平均增速 在7%左右，加上锂电池、光伏及元器件制造等相关领域后电子信息制造业年均营收增速达到5%以上。 有分析表示，储能市场近期迎来多重催化因素，一方面锂电行业进入传统旺季，产业链排产明显增加， 独立储能在政策优化后呈现爆发式增长，全年同比增速有望接近30%；另一方面全球AI建设提速， AIDC数据中心配套需求激增，推动电源系统和液冷技术要求显著提升；同时固态电池产业进展超预 期，设备商订单量大幅增长，产业化进程持续加速。 国证新能源电池指数聚焦储能产业链，固态电池相关公司的权重超35%，AIDC电源与液冷等相关公司 的权重接近30%，有望受益于固态领域订单增长与数据中心用电量增长带来的新增储能需求。资金近期 持续净流入相关产品，储能电池ETF（159566）近一周"吸金"1.3亿元，最新规模位居同标的指数第一， 可助力投资者便捷把握产业龙头。 （文章来源：每日经济新闻） ...

Group 1 - The company reported a revenue of 2.246 billion yuan for the six months ending June 30, 2025, representing a year-on-year increase of 26.21% [1] - The profit attributable to the parent company was 161 million yuan, with basic earnings per share of 0.45 yuan and a gross profit of 336 million yuan, which increased by 0.43% year-on-year [1] - The lead-acid battery business experienced a revenue growth of 40% year-on-year, driven by the rapid growth of the AIDC data center market [1] Group 2 - The company possesses significant advantages in technology, customer base, and market share in the AIDC data center energy storage sector, allowing it to benefit from industry growth trends [1] - The continuous introduction of new products in lithium and sodium battery technologies will enhance the company's product line, better meet diverse customer needs, and improve market competitiveness and product added value [2] - The ongoing development of new technologies is expected to translate into actual productivity and economic benefits, supporting the company's business growth and optimizing its profit structure [2]

Investment Rating - The investment rating for the company is "Buy" and is maintained [8]. Core Views - The company reported a revenue of 1.657 billion yuan for the first half of 2025, a year-on-year decline of 13.36%, while the net profit attributable to shareholders was 144 million yuan, an increase of 10.83% [2][5]. - In Q2 2025, the company achieved a revenue of 840 million yuan, down 13.93% year-on-year, with a net profit of 71 million yuan, a decrease of 13.15% [5]. - The company is focusing on its advertising business while actively expanding new business areas, with the lottery business expected to see significant breakthroughs [2][5]. Summary by Sections Financial Performance - For H1 2025, the company achieved a net profit of 144 million yuan, up 10.83% year-on-year, and a non-recurring net profit of 127 million yuan, up 4.56% [5]. - In Q2 2025, the gross margin improved, with a year-on-year increase of 1.47 percentage points and a quarter-on-quarter increase of 6.99 percentage points, reaching 22.06% [10]. Business Development - The company is actively expanding its marketing services for leading clients across various industries, including a new marketing project for the AITO brand in the automotive sector [10]. - The lottery business is being developed with over 30 stores launched in various provinces and nearly 1,000 cinema channel stores signed [10]. - A strategic cooperation agreement was signed with a well-known chip application design and distribution service provider to enhance investment strategies and resource sharing [10]. Future Outlook - The company expects to achieve net profits of 330 million yuan and 505 million yuan for 2025 and 2026, respectively, corresponding to PE ratios of 21.95 and 14.33 [10].