Group 1: Company Overview - The company operates in the specialized intelligent equipment manufacturing industry, focusing on tire manufacturing and automotive intelligent equipment sectors [1] - It provides key tire intelligent manufacturing equipment, industrial internet service platforms, and intelligent logistics equipment and solutions [1] - The company has a strong financial position with sufficient cash flow and stable internal operations [1] Group 2: Product and Client Base - Main products include tire intelligent equipment, AGV intelligent logistics equipment, and manufacturing and maintenance of aircraft component transport fixtures [1][3] - Key clients are domestic and international tire manufacturers, automotive manufacturers, and specialized equipment manufacturers [1] Group 3: Revenue Composition - As of the first half of 2025, overseas sales accounted for over 80% of total revenue, showing significant growth compared to the same period last year [1] Group 4: Market Position - The company’s core product, the all-steel radial tire forming machine, holds a leading position in both domestic and international markets, recognized as a national-level manufacturing champion product [2] Group 5: Future Product Strategy - Plans to integrate AGV intelligent logistics robots with tire production equipment for composite innovation while also developing AGV as an independent product line [3] Group 6: Customer Service Approach - The company has been recognized as a national-level service-oriented manufacturing demonstration enterprise, providing customized services during product development and maintenance [4] - It offers equipment operation tracking, energy consumption monitoring, and fault warning services through industrial IoT [4] Group 7: Long-term Contracts - The company has been the first non-European contractor for Airbus since 2007, responsible for manufacturing and maintenance of aircraft component transport fixtures in China and Europe [5] - Contracts for the Airbus A320 series component transport fixtures extend until 2038, ensuring ongoing business [5]

Core Viewpoint - The company is focusing on its core business of AGV intelligent logistics robots and plans to expand its market presence, particularly in emerging markets like Southeast Asia and India, while maintaining strong cost control and optimizing production processes [1][2]. Group 1: Business Operations - The company specializes in AGV intelligent logistics robots, offering customized R&D and production capabilities to meet diverse industry needs [1]. - The order situation remains stable, with business levels comparable to the previous year, and delivery times vary based on product customization, ranging from 2 months for small equipment to over 6 months for large machinery [2]. - The company employs a project-based and digital management approach to monitor and control product quality and costs throughout the sales and production processes [2]. Group 2: Financial Performance - The net profit growth in the semi-annual report is attributed to optimized sales structure, increased R&D investment, lean management practices, enhanced cost control, and effective handling of exchange rate fluctuations [2]. - The company has been recognized in the all-steel radial tire forming machine sector as a national manufacturing champion, collaborating with various well-known domestic and international tire manufacturers [2]. Group 3: Future Growth and Strategy - Future revenue growth is expected to come from deepening engagement in the tire equipment industry, enhancing R&D innovation, and introducing new technologies to meet customer demands [2]. - The company plans to leverage its brand influence and maintain its competitive edge by providing high-quality products and services, with potential for equipment offerings in other sectors through production chain modifications [2]. Group 4: Market and Investor Relations - The company is committed to enhancing performance through core business focus and effective investor relations management, including reasonable profit distribution policies [3]. - Stock buyback initiatives were undertaken in 2021, with plans for employee stock ownership programs in 2023 and 2025 [3].

海外业务方面，公司实现出口销售收入3.02亿元，同比激增274.28%，占营业收入比重高达87.67%，且 上半年出口规模已超2024年全年水平。通过主动开拓，公司成功进入海外多个新兴市场，全球化布局成 效显著，成长空间进一步拓宽。 国内市场同步深化，国内销售4242.49万元，占营收比重12.33%，全国化布局有效分散区域风险，经营 稳定性持续增强。技术层面，公司核心产品"全钢子午线轮胎成型机"入选"国家制造业单项冠军产品"， 其他重点产品连续第四次入选"天津市首台(套)重大技术装备"项目，2024年公司轮胎智能装备实验室获 评天津市重点实验室。2025年公司荣获"天津市猎豹企业"认定，叠加354项国内外有效专利、201项软件 著作权的储备，技术护城河持续拓宽，行业龙头地位进一步巩固。 战略聚焦+创新驱动，夯实长期根基 8月27日晚间，赛象科技（002337）发布2025年半年度报告。报告期内，公司在复杂经济环境中展现出 强劲的经营韧性，归属于上市公司股东的净利润达3945.65万元，同比增长24.02%，盈利质量显著提 升。尤为亮眼的是，全球化战略迎来里程碑式突破，海外市场销售收入同比激增274.28%， ...