中国上市公司协会联合新华网等媒体，开展"我在'十四五'这五年 上市公司在行动"主题宣传活动。 在河西走廊的疏勒河灌区，数字孪生平台正实时模拟着水流的每一寸轨迹，让每滴水都找到最高效的用 途；在渤海之滨的天津武清智能工厂，机械臂精准装配，每分钟产出数百米滴灌带；在西北广袤的田野 间，朱万同——这位从操作工成长起来的"全国劳动模范"，正带领团队调试新设备，他的技改让管材生 产效率提升42.6%，配方成本每吨降低184元-325元…… 十八年如一日，他扎根生产一线，用心记录每台设备参数、每道工序要点，同时利用业余时间不断 学习。从PVC生产线挤出模具改进，到PE混料系统优化；从PVC切割机改造，到配方优化，他先后完 成了一系列技改项目。最让人称道的是，通过对管材生产线Ø160-200模具改造和混料机参数及混料方 式变更，管材生产效率提升42.6%；通过调整管材车间PVC管材配方添加比例，管材配方成本总体降低 184元/吨-325元/吨。 "不下车间，光凭嘴说是解决不了问题的，只有实践才能找到技术改进的'金钥匙'"。在新购进的 Ø1000mm口径PVC生产线调试过程中，由于没有成熟的配方出现焦料现象，他连夜组织人员拆 ...

Core Insights - Dayu Water-saving Group Co., Ltd. reported a revenue of 1.276 billion yuan for the first half of 2025, representing a year-on-year growth of 4.9% [1] - The net profit attributable to shareholders was 12.5941 million yuan [1] Group 1: Business Performance - The company focused on the national trend of increasing investment in water conservancy construction, advancing its transformation and upgrading strategy [1] - Dayu Water-saving optimized resource allocation, adjusted marketing strategies, and tracked major project implementation plans comprehensively [1] - The gross profit margin of projects steadily improved due to enhanced cost reduction and efficiency measures [1] Group 2: Project Management - A total of 73 new and ongoing projects were initiated, emphasizing output, progress, quality, and safety [1] - The company achieved a project customer satisfaction rate of over 95% through a comprehensive service system covering all project phases [1] Group 3: Research and Development - The company increased its R&D investment, recommending 10 national research projects related to high-performance irrigation products and efficient agricultural technologies [2] - The core equipment of the sound wave rain enhancement device was upgraded, achieving system integration [2] - The company completed the design and trial operation of drip irrigation production equipment, breaking through technical bottlenecks [2] Group 4: Future Strategy - In the second half of the year, the company aims to focus on profit, market expansion, and organizational innovation to enhance quality and efficiency [2] - The strategy includes optimizing talent structure and improving team collaboration to seize opportunities for high-quality development [2]

Core Viewpoint - Dayu Water-saving is a leading company in the domestic agricultural digital water conservancy industry, providing integrated solutions for water conservancy engineering, irrigation modernization, and environmental management [1] Group 1: Business Operations - The company engages in water conservancy engineering construction, irrigation modernization, high-standard farmland construction, water environment governance, rural sewage treatment, non-point source pollution control, and various agricultural water conservancy infrastructure operations [1] - Dayu Water-saving offers project planning, investment financing, research and development, construction delivery, digital intelligence, and operational maintenance services [1] Group 2: Technological Innovations - The company has advanced equipment technology and rich project experience in water-saving irrigation, allowing for customized intelligent irrigation system solutions based on client needs [1] - The "sonic rain-enhancing device," developed in collaboration with Tsinghua University, has been tested in several provinces, achieving positive results in inducing rainfall through enhanced cloud droplet movement [1] Group 3: Project Experience - Dayu Water-saving has undertaken various projects, including the modernization of the Longxing Temple Reservoir irrigation area in Baofeng County, the quality improvement project in Jiachuan, and the construction of high-standard farmland demonstration areas in Puyang and Huojia County [1] - The company has accumulated extensive experience in terraced hilly terrain construction projects and has developed a mature set of solutions [1]

Group 1: Policy and Market Environment - The Chinese government is increasing investment in agricultural water management, with plans to build 1.35 billion mu of high-standard farmland by 2030 and improve 280 million mu by 2035 [4] - The total investment in water conservancy construction has exceeded 1 trillion yuan annually for three consecutive years, reaching a historical high of 1.35 trillion yuan in 2024 [5] - The "soft construction" initiative is expected to significantly benefit private sector leaders in the industry, enhancing project organization and financing [5] Group 2: Company Performance and Financials - The company achieved a revenue of 4 billion yuan in 2024, benefiting from national policies promoting water conservation and agricultural modernization [6] - The company has maintained an order acquisition scale of 5 billion yuan for three consecutive years, ensuring revenue growth and performance certainty [6] - Operating cash flow for the company reached 597 million yuan, indicating strong financial health compared to industry peers [7] Group 3: Profitability Challenges - The average project gross margin has declined due to increased competition and a focus on market share over profit margins [6] - High operational costs, including sales and management expenses, have impacted net profit, although these costs are expected to stabilize [7] - The company anticipates a gradual recovery in industry gross margins, which will positively affect profitability [7] Group 4: Business Strategy and Future Outlook - The company plans to balance its revenue streams across three business segments: agricultural engineering, water information technology, and operational services, each targeting a one-third share [7] - The company is expanding its international presence, particularly in emerging markets along the Belt and Road Initiative, to mitigate risks and capture higher-margin opportunities [11] - The company is committed to technological innovation, with ongoing projects in smart irrigation and water resource management, including the development of a sound wave rain enhancement device [12]