Core Viewpoint - Tianjin Jinhaitong Semiconductor Equipment Co., Ltd. expects significant growth in net profit for the first half of 2025, projecting a net profit of between 70 million and 84 million yuan, representing an increase of 30.32 million to 44.32 million yuan compared to the same period last year, which translates to a year-on-year increase of 76.43% to 111.71% [2][4]. Group 1: Performance Forecast - The company anticipates achieving a net profit attributable to shareholders of the parent company in the range of 70 million to 84 million yuan for the first half of 2025, marking an increase of 30.32 million to 44.32 million yuan year-on-year [4]. - The expected net profit after deducting non-recurring gains and losses is projected to increase by 94.06% to 131.72% compared to the previous year [4]. - The performance forecast is based on preliminary calculations and has not been audited by registered accountants [4]. Group 2: Previous Year’s Performance - In the same period last year, the total profit was 43.22 million yuan, with a net profit attributable to shareholders of the parent company amounting to 39.68 million yuan [4]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was 34.52 million yuan, with earnings per share recorded at 0.68 yuan [4]. Group 3: Growth Drivers - The company attributes the expected increase in performance to ongoing technological research and product iteration, particularly in the demand for temperature testing sorting machines and large platform multi-station testing sorting machines, which are essential for high-efficiency, large-scale, and complex testing [3].

Group 1 - The "Opinions" issued by the Central Committee and the State Council aim to deepen reform and expand openness in Shenzhen, enhancing its role in the Guangdong-Hong Kong-Macao Greater Bay Area and contributing to the modernization of the country [1] - The Opinions emphasize the need to improve financial services for the real economy, supporting Shenzhen in conducting integrated financial pilot projects for technology industries [1] - The Opinions propose reforms for the market-oriented allocation of data elements, including the establishment of trading rules and standards, and support for data trading and distribution mechanisms [1] Group 2 - Shenzhen-based company Dongfang Jiasheng Supply Chain Co., Ltd. aligns its business with the Opinions, focusing on data element marketization and service trade innovation [2] - Dongfang Jiasheng leverages its position in the Qianhai Free Trade Zone and Yantian Bonded Zone to implement a global center warehouse model for integrated storage management [2] - The company is experiencing rapid growth in its cross-border e-commerce logistics business, with a focus on building a multimodal transport network [2] Group 3 - Shenzhen-based company Shenkeda specializes in manufacturing new display process equipment for consumer electronics and semiconductor packaging, showcasing strong competitive advantages in the AI and advanced manufacturing sectors [3] - Shenkeda has established extensive collaborations with well-known domestic and international consumer electronics manufacturers, creating a robust industrial ecosystem [3] - The company is positioned to play a significant role in the implementation of policies, contributing to the advancement of new industries in Shenzhen and invigorating regional economic development [3]

Group 1: Hanbell Precise Machinery - The company expects a revenue of 3.674 billion yuan in 2024, a decrease of 4.62% year-on-year, and a net profit of 863 million yuan, down 0.28% [1] - In Q1 2025, revenue is projected to be 606 million yuan, a decline of 19.09%, with a net profit of 118 million yuan, down 19.58% [1] - The main business includes compressors and vacuum pumps, with applications in various fields such as commercial air conditioning and food cold chain [1] Group 2: Zhongke Lanyun - In Q1 2025, net profit decreased by 18.21% due to a 53.59% increase in R&D investment [2] - The company is expanding its product lines to ten categories, including Bluetooth headset chips and smart speaker chips [2] - The impact of U.S. tariff policies on the company's overall business is minimal [2] Group 3: Jinhaitong - In Q1 2025, the company achieved a revenue of 129 million yuan, a year-on-year increase of 45.21%, and a net profit of 25.66 million yuan, up 72.29% [3] - The growth is attributed to the recovery in demand for semiconductor packaging and testing equipment [3] - The company plans to enhance operational efficiency and focus on testing machines with more applications [3] Group 4: Huaxiang Co., Ltd. - In 2024, the company reported a core business sales volume of 451,000 tons, a year-on-year increase of 23.7%, and an overall revenue of 3.83 billion yuan, up 17.3% [4] - The net profit margin was 11.8%, with a net profit of 470 million yuan, an increase of 20.9% [4] - In Q1 2025, revenue continued to grow to 980 million yuan, a 3.5% increase, with a net profit margin of 13.2% [4]