宁波德业科技股份有限公司2025 年半年度报告 公司代码：605117 公司简称：德业股份 宁波德业科技股份有限公司 宁波德业科技股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人ZHANG DONG YE、主管会计工作负责人谈最及会计机构负责人（会计主管人 员）杨明世声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 根据宁波德业科技股份有限公司（以下简称"公司"）2025年半年度报告（未经审计），截 至2025年6月30日，公司期末可供分配利润(母公司报表口径)为人民币1,080,464,545.57元。为贯彻 落实《国务院关于加强监管防范风险推动资本市场高质量发展的若干意见》等相关要求，进一步 提高分红频次，增强投资者回报水平，经董事会决议，公司2025年半年度拟以实施权益分派股权 登记日登记的总股本 ...

Investment Rating - The report maintains a rating of "Outperform the Market" for the industry [7] Core Insights - The report highlights that Dahon Technology is the leading player in the domestic folding bicycle industry, with a market share of 26.3% in sales volume and 36.5% in sales revenue for 2024, indicating strong brand influence and industry position [2][12] - The folding bicycle market is experiencing rapid growth, with a projected compound annual growth rate (CAGR) of 24% in sales volume and 33% in revenue from 2022 to 2024 for Dahon Technology [2][59] - The global bicycle market is expected to grow steadily, with a retail volume increase from 164.5 million units in 2019 to 178.8 million units in 2024, reflecting a CAGR of 1.7% [13][16] Summary by Sections Industry Overview - The demand for folding bicycles is rapidly increasing, driven by urban commuting needs and the convenience of compact storage [21][22] - The global folding bicycle market is projected to grow from 2.0 million units in 2019 to 3.7 million units in 2024, with a CAGR of 13.4% [22][30] - The market for high-end folding bicycles (priced above 2500 RMB) is expanding, accounting for approximately 44.1% of retail volume and 86.5% of retail revenue in 2024 [30][42] Company Profile: Dahon Technology - Dahon Technology, founded in 1982, has established itself as a leader in the folding bicycle sector, achieving significant growth and brand recognition [2][55] - The company’s revenue for 2024 is projected to reach 4.51 billion RMB, with a net profit of 0.52 billion RMB, both reflecting a year-on-year increase of 50% [2][59] - Dahon's product strategy focuses on the mid to high-end market, with mid-range products accounting for approximately 69.5% of revenue by 2024 [70] Market Dynamics - The domestic market for folding bicycles is highly concentrated, with Dahon Technology holding a dominant position, capturing 60.4% of the market share among the top five companies [49][46] - The report indicates that the Chinese market is the largest single market for folding bicycles, with retail volume expected to grow from 0.3 million units in 2019 to 0.8 million units in 2024, reflecting a CAGR of 19.9% [40][41] - The company is expanding its distribution network, with over 680 retail points across 30 provincial regions in China, while also gradually recovering its overseas market presence [75][76]

证券之星消息，雪祺电气(001387)8月23日公开信息显示，股东安徽志道投资有限公司向深圳市中小担 小额贷款有限公司合计质押800.0万股，占总股本4.37%。质押详情见下表： | 出质股东 | 质权方 | 质押数量（万股） 占持股比% 占总股本比% 质押开始日 | | --- | --- | --- | | 安徽志道投资 深圳市中小担小额 | | 800.00 27.95% 4.37% 2025-08-21 | | 有限公司 | 贷款有限公司 | | 雪祺电气财务数据及主营业务： 雪祺电气2025年一季报显示，公司主营收入4.41亿元，同比上升1.14%；归母净利润1903.64万元，同比 上升8.31%；扣非净利润1810.1万元，同比上升0.9%；负债率38.12%，投资收益55.53万元，财务费 用-294.41万元，毛利率12.82%。 雪祺电气(001387)主营业务：从事冰箱和商用展示柜的研发、生产与销售业务。 截止本公告日，股东安徽志道投资有限公司已累计质押股份2282.0万股，占其持股总数的79.73%。本次 质押后雪祺电气十大股东的累计质押股份占持股比例(占持股比例的计算以公司最新一期财 ...

格隆汇8月22日丨澳柯玛(600336.SH)披露2025年半年报，公司上半年实现营业收入40.57亿元，同比下降 12.23%；归母净利润3785.47万元，同比下降24.36%；基本每股收益0.0474元。公司拟每10股派发现金 红利0.1元（含税）。报告期内，公司海外空调、洗衣机分别增长了94%、349%，墨西哥等拉美重点市 场收入、利润增长均超过100%，自有品牌收入增长63%。 ...

近期，小鸭集团生产线迁移受到关注，在城市更新的"宏大叙事"中，这只是济南建设舒适便利宜居城市 的缩影。作为中央财政支持实施城市更新行动城市、山东省城市更新试点城市，今年，济南已启动80个 城市更新项目，完成投资160.6亿元。在济南"东强"战略下，位于工业南路核心区的小鸭工业园及周边 片区已经成为济南市城市更新发展轴线上的重要节点。这片曾以家电生产闻名的工业区，正经历一场 从"物理空间改造"到"社会价值重构"的蜕变。 腾笼"精"业 盘活存量的"济南样本" 当城市发展进入存量提质增效新阶段，"盘活存量空间资源"成为城市发展的关键。 今年1月份，国家发展改革委办公厅发布《关于印发第二批盘活存量资产扩大有效投资典型案例的通 知》，"山东省小鸭控股集团产业搬迁与城市更新项目"被列为典型案例，其探索出的盘活存量资产与改 扩建的有机结合，正为全国提供可参考借鉴的"济南样本"。 "小鸭园区盘活与城市更新具有较高匹配性，这需要政府'有形之手'精准发力，实现资源的最优配 置。"济南高新区相关负责人表示。项目统筹推进了两个存量地块的控制性规划调整，将小鸭集团工业 园土地性质由工业用地调整为商住、教育用地，同时将原青年汽车园区土地 ...

【#中国扫地机器人订单横扫全球##扫地机器人订单排到年底了#】中国是全球扫地机器人的主要生产基 地，眼下正值国内扫地机器人企业出口订单的生产旺季。苏州一家扫地机器人企业物流部负责人告诉记 者，因为今年出口订单增长明显，从年初开始她所在工厂一直满负荷生产，当地另一家企业扫地机事业 部负责人则表示，海外订单已经排到了年底，欧洲市场实现了百分百以上的增长。不仅出口销售火热， 今年以来，在"国补"政策持续推动下，扫地机器人国内市场销量出现明显增长。记者在走访中了解到， 除了"国补"政策能够降低购买成本之外，随着生活节奏的加快，消费者尤其是年轻人对各种可替代繁琐 家务劳动的家电产品需求日趋强烈，这其中扫地机产品类别的消费增长尤为突出。数据显示，今年1至7 国内扫地机器人销售额达106亿元，同比增长40%。 来源：@央视财经微博 ...

Core Viewpoint - The company reported a decline in revenue and net profit for the first half of 2025, despite significant growth in overseas markets and self-owned brand revenue [1] Financial Performance - The company achieved operating revenue of 4.057 billion yuan, a year-on-year decrease of 12.23% [1] - The net profit attributable to shareholders was 37.8547 million yuan, down 24.36% year-on-year [1] - Basic earnings per share were 0.0474 yuan [1] Dividend Distribution - The company proposed a cash dividend of 0.1 yuan per 10 shares (tax included) [1] Market Performance - Overseas air conditioning and washing machine sales grew by 94% and 349% respectively [1] - Revenue and profit growth in key Latin American markets, such as Mexico, exceeded 100% [1] - Revenue from self-owned brands increased by 63% [1]

澳柯玛公告，2025年上半年营业收入40.57亿元，同比下降12.23%。净利润3785.47万元，同比下降 24.36%。公司2025年半年度利润分配方案为：向全体股东每10股派发现金红利0.1元（含税）。 ...

Group 1: Company Overview and Strategy - The company adheres to the operational principle of "innovation-driven, resource integration, industrial synergy, and internal-external fusion" to achieve healthy development in a competitive market [2][3]. - In the first half of 2025, the company reported a revenue growth, with a focus on transforming from operating washing and refrigeration appliances to a comprehensive white goods suite [2][3]. Group 2: Business Performance by Segment - The refrigerator (cabinets) business generated approximately CNY 4.415 billion, a year-on-year decrease of 4.17% [3]. - The air conditioning business achieved revenue of about CNY 11.575 billion, reflecting a year-on-year increase of 36.18% [3]. - The washing machine segment reported revenue of around CNY 1.04 billion, with a year-on-year growth of 32.70% [4]. - The kitchen and small home appliances segment saw revenue of approximately CNY 699 million, down 6.14% year-on-year [4]. - The biomedical segment generated about CNY 149 million, marking a year-on-year increase of 3.89% [4]. - The overseas business revenue for the first half of 2025 was approximately CNY 6.367 billion, up 32.17% year-on-year [4]. Group 3: Future Plans and Market Strategies - For the second half of 2025, the company aims to drive innovation and resource integration to strengthen market foundations and accelerate digital and intelligent transformation [6]. - The domestic air conditioning strategy includes optimizing sales rhythm, conducting promotional activities, and enhancing product development based on user needs [6][7]. - The overseas air conditioning strategy focuses on improving product matrices and enhancing customer service systems to strengthen cooperation [7]. - The domestic refrigerator strategy emphasizes marketing transformation and user-centric operations, promoting differentiated innovative products [7][8]. - The overseas refrigerator strategy aims to reshape product platforms and expand market share in emerging markets while enhancing brand presence [8].

接档818，苏宁易购联合海信率先发起金秋首场大促。8月21日，双方正式启动第六届"99嗨购节"，加速 电视、空调、冰洗等全品类产品上新，升级换新补贴、服务保障，创新体育、电竞、综艺等场景体验， 以好产品、好价格、好服务，为用户金秋送爽，助力"家消费"向新、向质升级。 苏宁易购数据显示，818期间98吋+大屏电视增长70.9%，无风感新风空调增长80%，多筒洗衣机分别增 长44%，空间自由的多门冰箱成为升级主力。针对市场激增的换新需求，99嗨购节期间，双方加速上 新，发布RGB-Mini LED百吋电视、C320 Pro新风空调、棉花糖Ultra三筒洗衣机、505U6璀璨冰箱、 505/515W60容声养鲜冰箱等系列新品，扩充用户换新选择。 伴随生活品质的提升，融合前沿技术、解决场景痛点的新智家电受到越来越多消费者的青睐。99嗨购节 期间，双方首发定制激光护眼电视92 S1 Pro、防眩光墨晶屏电视U66Q系列，增氧不憋闷的宁信Pro X510空调，放榴莲不串味的501V5冰箱等新智家电，以科技创新引领品质换新。 好产品、好体验，更有好价格、好服务。99嗨购节，双方加码"国补厂补苏宁补"，推出套购至高立省 60 ...