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阿尔特2025年中报简析:增收不增利
Zheng Quan Zhi Xing· 2025-08-29 23:43
分析师工具显示:证券研究员普遍预期2025年业绩在4900.0万元,每股收益均值在0.1元。 据证券之星公开数据整理,近期阿尔特(300825)发布2025年中报。根据财报显示,阿尔特增收不增利。 截至本报告期末,公司营业总收入5.22亿元,同比上升33.14%,归母净利润-5819.7万元,同比下降 268.61%。按单季度数据看,第二季度营业总收入2.54亿元,同比上升80.96%,第二季度归母净利 润-7059.08万元,同比下降93.28%。 本次财报公布的各项数据指标表现一般。其中,毛利率17.3%,同比减44.74%,净利率-12.03%,同比 减135.78%,销售费用、管理费用、财务费用总计8927.88万元,三费占营收比17.09%,同比减23.57%, 每股净资产4.41元,同比减9.33%,每股经营性现金流-0.2元,同比减295.76%,每股收益-0.12元,同比 减271.25% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 3.92亿 | 5.22亿 | 33.14% | | 归母净 ...
首程控股宣布与阿尔特集团达成战略合作,将推动“机器人+汽车”产业化落地
Xin Lang Ke Ji· 2025-08-28 10:42
据悉,与阿尔特及阿尔瑞特的合作,将帮助首程把机器人技术深度嵌入汽车产业链的核心环节,如整车 制造、智能装配与产线测试,使机器人真正进入产线、加速产业应用。这一战略合作不只是一种技术对 接,更是借助阿尔特在主机厂客户群体中的资源网络,将机器人场景从"隔壁展示"一步推向"生产车 间",连接研发验证与规模化交付的关键路径。(文猛) 责任编辑:何俊熹 阿尔特是A股市场独立汽车设计上市公司,具备整车研发设计与核心零部件制造的全流程服务能力。据 公开信息,公司累计服务超80家客户,参与开发近500款车型,客户涵盖一汽、东风、北汽、吉利、新 势力品牌与合资企业等主机厂类型。这意味着阿尔特在汽车产业链中拥有深厚的主机厂资源与交付能 力。 与此同时,阿尔特通过控股子公司——北京阿尔瑞特智能机器人科技有限公司,已正式开辟机器人新赛 道,能够为多场景机器人开发提供从仿真、测试到优化的全流程支撑;目前已启动轮式机器人、水下机 器人、钻井机器人和宠物洗护机器人等多个研发项目,体现了其跨场景研发和产业协同的潜力。阿尔瑞 特的加入,使本次合作不仅局限于传统汽车设计层面的协作,更在机器人研发、仿真与汽车产业化融合 方面提供了重要支撑。 新浪 ...
华金证券给予阿尔特买入评级,乘汽车产业变革东风,“AI+出海”双轮驱动成长新周期
Mei Ri Jing Ji Xin Wen· 2025-08-13 08:38
(文章来源:每日经济新闻) 华金证券8月13日发布研报称,给予阿尔特(300825.SZ)买入评级。评级理由主要包括:1)公司是国 内独立汽车设计龙头,也是具备较高稀缺性的从汽车产品定义到生产制造全链条覆盖的汽车设计企业; 现将AI融入设计业务,重塑研发新范式;2)汽车电动化、智能化发展推升独立第三方设计公司成长空 间,公司研发设计业务有望充分受益;同时"出口+AI应用"双战略布局提速,有力推动优质客户矩阵持 续扩容;3)锚定汽车关键零部件业务,专注打造公司成长新增长极,并逐步扩大供应链配套范围、开 始向整车生产制造领域延伸。风险提示:新能源汽车产业政策变化的风险、市场竞争的风险、技术开发 风险、海外订单执行的风险、研发投入产业化风险、客户经营波动导致应收账款无法回收的风险等风 险。 ...
中机认检付志坚:发展是对投资者最好回馈
Shang Hai Zheng Quan Bao· 2025-07-23 18:08
Core Viewpoint - The company emphasizes that development is the best return for investors, and it has adopted a clear strategy to achieve high-quality growth, overcoming internal challenges and aiming to become a world-class enterprise [4][5]. Group 1: Strategic Framework - The company's strategy is summarized as "3+1+3," which includes three pillar businesses: testing, certification, and automotive design; one smart emergency equipment testing business; and three emerging sectors: new energy vehicles, intelligent networking, and "dual carbon" initiatives [4][5]. - The company has established a public service platform for new energy vehicles in Dezhou, marking the beginning of its new energy business journey [5]. Group 2: Internal Reforms - The company faced issues such as rigid systems and low employee motivation, which were addressed through reforms that empowered younger employees and encouraged collaboration between experienced and new staff [6][7]. - A unique "task leader" mechanism was introduced, where leaders take on challenges and the team collaborates to execute tasks, fostering a positive work culture and improving overall employee engagement [7]. Group 3: Internationalization Goals - The company aims to transition from a fragmented industry to a more professional, concentrated, and internationalized market, with a two-step goal: to rank among the top three in the industry and to reach world-class status [8]. - The company is actively developing a smart emergency equipment testing industrial park in Beijing to attract high-end talent and enhance its core testing technologies [8]. Group 4: Business Expansion - A strategic cooperation framework agreement was signed with Shenzhen Airport Co., Ltd. and Shenzhen Low-altitude Industry Development Service Co., Ltd. to develop innovative technology services in the low-altitude economy, expanding the company's business scope [9]. - The company is focusing on building testing bases in key regions such as Beijing, Dezhou, Tianjin, and Changzhou, while also exploring business development in the Greater Bay Area and Chengdu-Chongqing Economic Circle [9]. Group 5: Value Growth and Commitment - The company is currently in a strategic accumulation phase, prioritizing compliance with listing regulations and enhancing its fundamentals through structural optimization and new business cultivation [9]. - The commitment to investors remains strong, with efforts directed towards achieving growth and maintaining trust [9].