据证券之星公开数据整理，近期集智股份（300553）发布2025年中报。截至本报告期末，公司营业总收 入1.61亿元，同比上升51.66%，归母净利润2300.09万元，同比上升199.23%。按单季度数据看，第二季 度营业总收入8197.95万元，同比上升48.69%，第二季度归母净利润1457.46万元，同比上升200.68%。 本报告期集智股份公司应收账款体量较大，当期应收账款占最新年报归母净利润比达434.28%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率40.38%，同比减0.18%，净利率15.56%，同比增 968.25%，销售费用、管理费用、财务费用总计2863.38万元，三费占营收比17.83%，同比减24.37%，每 股净资产7.6元，同比减12.97%，每股经营性现金流0.02元，同比增106.71%，每股收益0.21元，同比增 133.33% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 1.06亿 | 1.61亿 | 51.66% | | 归母净利润(元) | 768.68万 ...

Group 1: Company Overview - The company specializes in the research, design, production, and sales of fully automatic balancing machines and automation equipment, with applications across various industries including automotive, aerospace, and robotics [2] - The core product, the fully automatic balancing machine, has a wide market application, leading to a customer base of over a thousand [2] Group 2: Financial Performance - The company reported a 54.89% year-on-year increase in revenue for the first quarter, driven by stable growth in balancing machine sales and increased revenue from automation production lines [3] Group 3: Industry Applications - The rise of the robotics industry has opened new application areas for balancing equipment, with the company establishing partnerships with leading motor manufacturers for various balancing machines [4] - The company is focusing on developing balancing equipment and automation production lines tailored to emerging industries, although there are risks associated with the long development cycles of these new markets [4] Group 4: Profitability Challenges - The decline in net profit is attributed to increased R&D investments and market expansion efforts, as the company seeks new growth points beyond its traditional business [4] - To enhance profitability, the company plans to diversify its product offerings, accelerate new product development, and expand its marketing network [4] Group 5: Customization and Pricing - The company's equipment is primarily customized, with prices varying based on the degree of customization and precision required by clients [5] Group 6: Future Plans - The company aims to strengthen its core business while capitalizing on new equipment demands from emerging industries and advancing the industrialization of its subsidiary, Diting Technology [6] - Diting Technology focuses on intelligent underwater acoustic signal processing, with ongoing efforts to promote its products in the market [6]