证券研究报告·公司点评报告·自动化设备 伟创电气（688698） 2025 年半年报点评：业绩符合市场预期，"内 生+开放合作"布局机器人业务 买入（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 1,305 | 1,640 | 1,930 | 2,329 | 2,809 | | 同比（%） | 44.03 | 25.70 | 17.70 | 20.64 | 20.61 | | 归母净利润（百万元） | 190.80 | 245.03 | 295.58 | 365.63 | 441.53 | | 同比（%） | 36.38 | 28.42 | 20.63 | 23.70 | 20.76 | | EPS-最新摊薄（元/股） | 0.89 | 1.15 | 1.38 | 1.71 | 2.07 | | P/E（现价&最新摊薄） | 66.11 | 51.48 | 42.68 | 34.50 | 28.57 | [Table ...

北京金自天正智能控制股份有限公司 市值管理制度 第一章 总则 第一条 为加强北京金自天正智能控制股份有限公司（以下简称"公司"）市值 管理工作，切实推动公司投资价值提升，增强投资者回报，维护投资者利益，根据 《中华人民共和国公司法》《中华人民共和国证券法》《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》《关于改进和加强中央企业控股上市公司 市值管理工作的若干意见》《上市公司监管指引第 10 号——市值管理》等法律法规、 规范性文件和《北京金自天正智能控制股份有限公司章程》等规定，制定本制度。 第二条 本制度所称市值管理，是指公司以提高公司质量为基础，为提升公司投 资价值和股东回报能力而实施的战略管理行为。 第二章 市值管理的目的与原则 第三条 市值管理的主要目的是通过诚实守信、规范运作、专注主业、稳健经营， 培育和运用新质生产力，推动经营水平和发展质量提升，增强核心功能、提升核心 竞争力，夯实市值管理工作基础；在此基础上，牢固树立回报股东意识，做好投资 者关系管理，增强信息披露质量和透明度，积极采取措施持续提升投资者对上市公 司价值的认同和信心，推动上市公司投资价值不断提升。 第四条 市值管理 ...

格隆汇8月25日丨金自天正（维权）(600560.SH)发布2025年半年度报告，报告期实现营业收入2.03亿 元，同比下降29.91%；归属上市公司股东的净利润2165.5万元，同比增长17.59%；扣除非经常性损益后 的归属于上市公司股东的净利润2148.65万元，同比增长44.58%；基本每股收益0.0968元。 ...

人民财讯8月25日电，金自天正（600560）8月25日晚间披露2025年半年报，上半年实现营业收入2.03亿 元，同比下降29.91%；归母净利润2165.5万元，同比增长17.59%；基本每股收益0.0968元。营业收入同 比减少，主要因为报告期内公司受钢铁行业长周期减量调结构影响，相关自动化产品需求下降，公司加 速智能化、绿色化领域布局，所承接的个别EPC总承包合同，项目执行周期较长，还未达到验收阶段， 导致营业收入下降。 ...

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]

（原标题：井松智能(688251.SH)发布半年度业绩，归母净利润49.87万元，同比下降98.05%） 智通财经APP讯，井松智能(688251.SH)披露2025年半年度报告，报告期公司实现营收3.57亿元，同比增 长3.18%;归母净利润49.87万元，同比下降98.05%;扣非净利润亏损231万元;基本每股收益0.01元。 ...

Investment Rating - The investment rating for the company is "Outperform the Market" [5][3][19] Core Views - The company achieved a revenue of 1.103 billion yuan in the first half of 2025, representing a year-on-year growth of 24.89%, and a net profit of 640 million yuan, with a year-on-year increase of 30.32% [1][8] - The growth in revenue and profit is attributed to increased investment in technology research and market expansion, leading to a sustained increase in overall order volume [1][3] - The company is a leader in laser cutting equipment control systems in China and is expected to maintain good growth through high-power products and the expansion of intelligent cutting heads [3][19] Financial Performance - In the first half of 2025, the company's gross margin was 78.83% and net margin was 58.02%, with slight changes compared to the previous year [1][12] - The company’s revenue from laser cutting solutions accounted for 61.35% of total revenue, while intelligent cutting heads contributed 21.43% [2] - The company’s net profit forecast for 2025-2027 is adjusted to 1.128 billion, 1.437 billion, and 1.806 billion yuan respectively, with corresponding PE ratios of 33, 26, and 21 [3][20] Business Segments - The revenue from the subsidiary Baichu CNC in laser cutting reached 1.09 billion yuan, a year-on-year increase of 28.99%, while the intelligent cutting head subsidiary, Bozi Automation, reported revenue of 265 million yuan, up 4.33% [2] - The company has made breakthroughs in intelligent welding in the shipbuilding and bridge industries, enhancing production efficiency through advanced planning and AI algorithms [2][3] Future Outlook - The company is expected to continue its growth trajectory with the expansion of its welding business and entry into ultra-high precision processing [3][19] - The revenue growth forecast for 2025 is set at 2.2 billion yuan, with a growth rate of 26.8% [20]

北自科技8月25日披露的半年报显示，公司上半年实现营业收入9.46亿元，同比增长1.41%；归属于上市 公司股东的净利润7614.65万元，同比增长6.82%；基本每股收益0.47元。 ...

从资金流向上来看，当日自动化设备板块主力资金净流出2.93亿元，游资资金净流出2.45亿元，散户资 金净流入5.39亿元。自动化设备板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，8月25日自动化设备板块较上一交易日上涨2.88%，罗博特科领涨。当日上证指数报收 于3883.56，上涨1.51%。深证成指报收于12441.07，上涨2.26%。自动化设备板块个股涨跌见下表： ...

（责任编辑：康博） 中国经济网北京8月25日讯 罗博特科(SZ:300757)今日股价涨停，截至收盘报270.36元，涨幅 20.00%，总市值453.37亿元。 ...