Core Insights - Company received project confirmations from a well-known domestic automotive manufacturer, J customer, for two projects involving liquid cooling fluid pipeline systems, with a total estimated value of approximately 500 million yuan over a lifecycle of six years, expected to commence mass production in November 2025 [1] - The new project confirmations indicate ongoing market recognition of the company's products in terms of technology and quality, contributing positively to the growth of the fluid pipeline business and enhancing profitability, although no significant impact on this year's performance is anticipated [1] - Company has established stable supply relationships with over 50 major manufacturers in the automotive and motorcycle sectors, and is actively expanding into new fields such as energy storage and big data supercomputing [2] Business Development - Company has been increasing its market presence in the electric vehicle sector, with significant participation in the supply chain of major manufacturers like BYD and Changan Automobile, and has been a core supplier for the Seer brand's rubber pipeline systems [2] - In the emerging business sector, the company secured an order to provide 60,000 sets of liquid cooling pipeline systems for a server solution provider, with ongoing batch delivery in progress [3] - The company completed a capacity expansion project aimed at increasing production capabilities for traditional and new energy vehicle components, achieving an additional 10,000 tons of hose production capacity, with a designed annual capacity of 2 billion yuan [3] Financial Performance - In the first half of 2025, the company reported steady revenue growth, achieving 688 million yuan in operating income, a year-on-year increase of 7.65%, and a net profit of approximately 98.63 million yuan, reflecting a 0.27% increase [3]

在净利润方面，2025年上半年，川环科技实现归属于上市公司股东的净利润9863.01万元，同比微增 0.27%；实现归属于上市公司股东的扣除非经常性损益的净利润9524.38万元，同比增长1.49%。 中关村物联网产业联盟副秘书长袁帅对《证券日报》记者表示："当前汽车行业面临诸多挑战，如市场 竞争加剧、消费者需求多样化以及原材料价格波动等，在此情况下，川环科技依然实现了营收增长，这 既表明公司在市场拓展方面取得了一定成效，同时也说明公司产品在市场上具有一定的竞争力，能够满 足不同客户群体的需求，市场份额得到了进一步巩固和扩大。" 8月11日晚间，被业内誉为"车用软管超市"的四川川环科技（300547）股份有限公司(以下简称"川环科 技")发布了2025年半年度报告，今年上半年，公司实现营业收入6.88亿元，同比增长7.65%，其中公司 2025年第二季度单季营收规模达3.72亿元，较去年同期上升9.4%。 川环科技主营业务为传统燃油汽车、新能源汽车、摩托车用橡塑软管及总成的研发、设计、制造和销 售。作为国内汽车管路研究与开发的专业生产厂商，公司多年来始终坚持"以技术创新为引领"的企业发 展方向，在产品品牌、技 ...