为持续满足高端客户和高端产品的需求，浙江仙通拟再投资扩大生产规模，位于仙居经济开发区的新项 目计划投资约10亿元(其中固定资产投资约8.3亿元)，建设内容涵盖物流中心、生产车间、研发大楼及模 具加工中心，并引进先进生产线及智能化设备。项目建成后，将进一步缓解产能瓶颈，提升产品交付能 力和生产效率，同时优化产品结构，满足持续增长的市场需求。 据悉，浙江仙通控股股东台州五城产业发展有限公司持续通过二级市场增持股份，至2025年6月底已累 计增持161.34万股，持股比例升至29.69%。这一举措彰显了控股股东对公司未来发展的坚定信看好，进 一步增强了市场信心。 未来，随着新能源汽车渗透率提高和整车厂商对密封系统性能要求的提升，浙江仙通在新技术应用上的 布局有望成为新的增长点，为持续稳健发展提供动力。 本报讯(记者吴文婧)8月26日，浙江仙通（603239）橡塑股份有限公司(以下简称"浙江仙通")发布了2025 年半年度报告。公司上半年实现营业收入6.72亿元，同比增长21.10%；归属于上市公司股东的净利润 1.07亿元，同比增长17.10%；扣非净利润为1.05亿元，同比增长16.42%。每股收益为0.40元， ...

Core Viewpoint - The company demonstrated strong revenue growth and improved profitability in Q1 2025, with a focus on expanding its automotive business and leveraging new opportunities in the market [1][2]. Financial Performance - Q1 2025 revenue reached 840 million, a year-on-year increase of 27.2% - Net profit attributable to shareholders was 53 million, up 30.3% year-on-year - Non-recurring profit was 52 million, reflecting a 30.5% year-on-year growth [1]. Profitability Analysis - Gross margin for Q1 was 17.5%, showing a slight decline of 0.2 percentage points year-on-year, primarily due to product mix effects - The period expense ratio was 9.2%, an increase of 1.4 percentage points year-on-year, with management and R&D expense ratios decreasing by 0.3 and 1.3 percentage points respectively - Other income increased by 4.34 million due to enhanced VAT input tax deductions, while asset impairment losses rose by 6.22 million due to increased inventory write-downs [2]. Business Development - The company is expanding its automotive sealing business, leveraging existing customer resources from sunroof sealing strips to enter the complete vehicle sealing systems market - Collaborations with major automotive manufacturers such as GAC, SAIC, Changan, Great Wall, and Li Auto are underway, indicating a potential growth trajectory for the complete vehicle sealing segment [2]. Strategic Partnerships - The company has developed a new short edge frame product for photovoltaic modules, which reduces aluminum material usage and costs - A long-term supply agreement with LONGi Green Energy for 8GW of short edge frame products is expected to drive significant growth from June 2025 to June 2027 [3]. R&D and Innovation - The company is continuously investing in R&D through various platforms, including national-level postdoctoral research stations and joint research labs with universities - New product developments include lightweight designs for convertible vehicles and waterproof sealing solutions for major infrastructure projects [4]. Investment Outlook - Projected net profits for 2025 and 2026 are estimated at 210 million and 300 million, corresponding to P/E ratios of 29 and 21 times [5].