投资者关系活动记录表 编号：2025008 | |  特定对象调研 |  分析师会议 | | --- | --- | --- | | 投资者关系 | □ 媒体采访 | □ 业绩说明会 | | 活动类别 | □ 新闻发布会 | □ 路演活动 | | |  现场参观 | | | |  其他（电话会议） | | | | 月 日） 美银美林（8 26 | 月 日） 民生证券（9 10 | | | 高盛证券（8 月 26 日） | 银华基金（9 月 11 日） | | | 月 日） 华福证券策略会（8 27 | 月 日） 贝莱德（9 15 | | | 大华继显（8 月 27 日） | 华泰证券（9 月 16 日） | | | 月 日） 摩根士丹利策略会（8 28 | 月 日） 信达证券（9 16 | | | 财通证券（8 月 29 日） | 工银瑞信（9 月 16 日） | | | 西部利得基金（9 月 日） 1 | 国金证券（9 月 日） 17 | | 参与单位名称 | 招商证券策略会（9 月 2 日） | 东北证券（9 月 17 日） | | 及人员姓名 | 申万宏源证券策略会（9 月 日） 3 | 新华资 ...

Financial Performance - The company reported a revenue of 76.13 billion yuan for the first half of 2025, representing a year-on-year increase of 19.79% [3] - The net profit attributable to shareholders decreased by 60.15% to 4.88 billion yuan compared to the same period last year [3] - The net profit after deducting non-recurring gains and losses increased by 18.44% to 2.61 billion yuan [3] - The basic and diluted earnings per share fell by 58.97% to 0.48 yuan [3] - The weighted average return on equity decreased to 2.92% from 7.95% year-on-year [3] Business Segments - The information industry equipment business achieved a revenue of 3.196 billion yuan, a year-on-year growth of 35.95% [1] - The consumer electronics equipment segment generated a revenue of 815 million yuan, showing growth [1] - The new energy equipment business reported a revenue of 961 million yuan, with a year-on-year increase of 38.15% [2] - The lithium battery equipment segment achieved a revenue of 923 million yuan, growing by 38.79% year-on-year [2] - The semiconductor equipment business saw a revenue decline of 20.76%, totaling 596 million yuan [4] Market Strategy - The company is actively participating in the R&D of leading clients, customizing equipment to meet AI hardware cooling and miniaturization needs [1] - The company is expanding its overseas production, R&D, and sales teams to capture supply chain diversification opportunities [1] - The company is deepening cooperation with major clients like CATL and actively expanding into overseas markets to enhance competitiveness [2] - The company has successfully developed and produced several first domestic devices in the display industry, breaking the import monopoly [4]