中证报中证网讯(记者宋维东)派斯林（600215）相关负责人10月29日在接受中国证券报记者采访时表 示，受外部市场环境影响，公司经营业绩阶段性承压，但短期挑战不改长期向好趋势。今年前三季度， 公司订单端表现亮眼，其中北美市场新签订单同比增逾70%；同时，公司技术创新成果显著，展现出了 强劲的发展韧性，为未来业绩恢复与增长奠定了坚实基础。面对市场新形势，公司将以技术创新为核心 引擎，敏锐把握行业发展趋势，洞察客户需求，紧跟市场节奏，通过迭代核心技术、优化创新解决方 案，全力推动订单高效执行与快速交付，持续以创新动能为业绩增长注入更强动力。 派斯林最新发布的2025年三季报显示，今年前三季度，公司实现营收6.86亿元，同比出现一定幅度下 滑。据了解，受北美汽车市场发展不确定性因素影响，派斯林在手延后项目恢复较慢，新订单执行不及 预期，对经营业绩产生一定影响。 面对挑战，公司积极应对，订单拓展成效显著，今年前三季度公司北美市场新签订单同比增长 71.59%，持续保持高位增速。这充分体现了市场对公司核心竞争力的认可，也为未来业绩恢复与增长 注入了强劲动力。 目前，派斯林着力做大做强智能制造产业，提供工业自动化产线整 ...

Core Viewpoint - The company reported a significant decline in revenue and profit for the first half of 2025, primarily due to changes in the North American automotive industry and increased competition in the domestic market [1][2]. Financial Performance - The company achieved a revenue of 504 million yuan in the first half of 2025, a year-on-year decrease of 51.65% [1][2]. - The total profit for the period was -49.7 million yuan, compared to a profit of 65.9 million yuan in the same period last year [1][2]. - The net profit attributable to shareholders was -35.1 million yuan, down from 69.0 million yuan year-on-year [1][2]. - The basic earnings per share were -0.08 yuan [1]. Market and Operational Challenges - The decline in revenue was attributed to delayed project recoveries and slow initiation of new projects in North America, alongside increased competition and reduced investment demand from major manufacturers in the domestic market [2]. - The company experienced a shift from profit to loss in net profit and total profit due to the decrease in revenue, which led to increased fixed cost allocation and a decline in gross margin [2]. Strategic Focus and Innovations - The company is focusing on robotics automation and smart manufacturing, actively monitoring market demands and technological trends [2]. - Collaborations with international AI companies and local universities are ongoing to enhance technology development in areas such as visual defect detection and AI-integrated manufacturing execution systems [2]. Market Expansion Efforts - The company is expanding its global market presence while deepening its focus on the automotive manufacturing automation sector [3]. - New market segments being targeted include warehousing logistics, prefabricated construction, aerospace manufacturing, engineering machinery, and consumer goods [3]. - The company reported a 43.06% year-on-year increase in new overseas orders during the first half of 2025 [3]. - The company is adjusting its market development strategies in response to policy trends and maintaining close communication with core customers to seize market opportunities [3].

Core Viewpoint - The company reported a significant decline in revenue and profit for the first half of 2025, primarily due to changes in the North American automotive industry policies and increased competition in the domestic market [1][2]. Group 1: Financial Performance - The company achieved an operating income of 504 million yuan, a year-on-year decrease of 51.65% [1] - The total profit was -49.7 million yuan, compared to a profit of 65.9 million yuan in the same period last year [1] - The net profit attributable to shareholders was -35.1 million yuan, down from 69.0 million yuan year-on-year [1] - The basic earnings per share were -0.08 yuan [1] Group 2: Market Conditions - The North American automotive industry experienced extreme policy changes, shifting support from electric vehicles to traditional fuel vehicles, which led to project delays and a slowdown in new investments [2] - The uncertainty in policies caused automotive manufacturers to postpone existing projects and halt new investment plans [2] - New automotive industry policies were officially released in May 2025, which are expected to gradually stimulate project launches and new investment plans [2] Group 3: Business Strategy - The company is actively adjusting its market development strategy in response to policy trends and maintaining deep communication with core customers to seize market opportunities [2] - The company reported a 43.06% year-on-year increase in new overseas orders, providing a foundation for performance recovery [2] - The company aims to expand its business into non-automotive sectors to mitigate the cyclical impacts of the automotive industry, thereby optimizing its business layout and customer structure [3] Group 4: Technological Development - The company is focusing on robotics automation and intelligent manufacturing, accelerating technology transfer through a collaborative model with academia and industry [4] - A bionic six-legged intelligent robot has been developed in collaboration with Shanghai Jiao Tong University, designed for applications in aircraft manufacturing [4] - The robot features a parallel leg configuration, capable of carrying 80 kg, and is equipped with a 3D vision recognition system for multi-modal environmental perception [4]

Group 1 - The company focuses on intelligent manufacturing and primarily engages in providing overall solutions for industrial automation production lines [1] - The company's products are mainly applied in sectors such as automotive manufacturing, intelligent warehousing, prefabricated buildings, engineering machinery, and digital factories [1] - Currently, the company does not involve itself in the defense and military industry [1]