8月27日晚，港迪技术(301633)披露2025年半年报，公司实现营业收入2.1亿元，较上年同期基本持平;实 现归母净利润1841.86万元，同比下降16.02%。公司表示，主要受研发投入增加、管理及销售费用增加 等因素影响。 主营业务产品方面，公司自动化驱动产品营业收入为7407.30万元，同比减少26.11%;智能操控系统营业 收入为13375.49万元，同比增加21.51%。公司在技术研发、产品迭代及市场议价方面有较强的竞争力， 产品毛利率为42.91%，保持在行业较高水平。 作为国家级专精特新「小巨人」企业，港迪技术重视科研技术创新。 报告期内，公司完成690V工程型水冷变频器、单传动风冷变频器、工程多传动风冷模块、HF6000系列 高压变频器等9项研发的阶段性工作;投入资金开发超大直径盾构机刀盘水冷变频驱动系统、自然散热型 超启动变频器、690V船舶电源逆变器、高性能伺服驱动器等项目，以提升产品技术实力，满足行业技 术需求，扩充产品线。2025年6月，公司自主研发的HF680N系列2400kW大功率能量回馈多传动系统成 功应用于900吨大型造船龙门吊(900t×168m双梁门式起重机)。 对于下半 ...

8月27日晚，港迪技术(301633)披露2025年半年报，公司实现营业收入2.1亿元，较上年同期基本持平； 实现归母净利润1841.86万元，同比下降16.02%。公司表示，主要受研发投入增加、管理及销售费用增 加等因素影响。 港迪技术是一家专注于工业自动化领域产品研发、生产与销售的高新技术企业及国家级专精特新"小巨 人"企业，业务涵盖自动化驱动产品、智能操控系统、智慧港口管理系统软件三大板块，于2024年11月 上市。 根据中国工程机械工业协会及中国工程机械学会港口机械分会统计，2020年至2024年，在港口起重专用 变频器、盾构机专用变频器市场，港迪技术的国内市场份额国产品牌均排名第一；在塔式起重机专用变 频器市场，2024年公司保持行业第二。 从往年财报数据来看，受季节波动影响，公司的收入确认和净利润主要体现在下半年。2025年第一季 度，公司经营业绩同比有所收缩；第二季度实现归母净利润2361.05万元，比上年同期提升5.11%，不仅 弥补了一季度因季节性波动和研发、管理费用投入所造成的亏损，还将公司整体业绩带入稳定增长的新 台阶。 作为国家级专精特新"小巨人"企业，港迪技术重视科研技术创新。 报告 ...

根据中国工程机械工业协会及中国工程机械学会港口机械分会统计，2020年至2024年，在港口起重专用 变频器、盾构机专用变频器市场，港迪技术的国内市场份额国产品牌均排名第一；在塔式起重机专用变 频器市场，2024年公司保持行业第二。 8月27日晚，港迪技术（301633）披露2025年半年报，公司实现营业收入2.1亿元，较上年同期基本持 平；实现归母净利润1841.86万元，同比下降16.02%。公司表示，主要受研发投入增加、管理及销售费 用增加等因素影响。 作为国家级专精特新"小巨人"企业，港迪技术重视科研技术创新。 报告期内，公司完成690V工程型水冷变频器、单传动风冷变频器、工程多传动风冷模块、HF6000系列 高压变频器等9项研发的阶段性工作；投入资金开发超大直径盾构机刀盘水冷变频驱动系统、自然散热 型超启动变频器、690V船舶电源逆变器、高性能伺服驱动器等项目，以提升产品技术实力，满足行业 技术需求，扩充产品线。2025年6月，公司自主研发的HF680N系列2400kW大功率能量回馈多传动系统 成功应用于900吨大型造船龙门吊(900t×168m双梁门式起重机)。 从往年财报数据来看，受季节波动影响， ...

本报讯 （记者李万晨曦）8月27日晚，武汉港迪技术股份有限公司（以下简称"港迪技术"）披露了2025 年半年度报告，公司实现营业总收入2.10亿元，较上年同期基本持平；实现归属于上市公司股东的净利 润1841.86万元，较上年同期略有下降。 港迪技术属于细分市场的国家级专精特新"小巨人"企业、高新技术企业，拥有较强的研发实力和较高的 毛利率表现。报告期内，公司坚持"软硬件一体化+定制化"的服务模式，通过内部挖潜，外拓市场，加 大研发和创新力度，整体业务呈现较好发展态势。 具体来看：公司自动化驱动产品在多个行业取得突破性进展，智能操控系统发挥"软硬件一体化"优势， 收入实现持续增长，占公司营业收入的比重提升。行业方面，港口业务继续发挥优势，巩固了公司在该 领域的市场地位；船舶和石油行业成为业绩增长的新引擎，其中石油行业新增的储能修井机、电动猫道 等产品凭借良好的技术性能、可靠的质量和优质的服务，赢得客户高度认可；新能源相关产品在船舶行 业、石油行业批量应用，打开了市场，为拓展其他使用新能源产品的行业奠定了基础；盾构、桥机、物 流等行业业务稳步推进。公司在巩固国内市场的同时也积极拓展海外市场，寻找优质的海外合作伙 ...

Core Viewpoint - The company, Gangdi Technology, is expected to achieve steady growth in 2024, with a focus on increasing R&D investment and developing a strategic framework centered around its Wuhan headquarters, along with regional centers in Shenzhen, Shanghai, and Hainan [1] Group 1: Financial Performance - In 2024, Gangdi Technology reported a revenue of 602 million yuan, representing a year-on-year increase of 10.02%, and a net profit attributable to shareholders of 94.38 million yuan, up 9.13% [1] - The company's first annual report post-IPO showed a significant increase in net profit excluding non-recurring items, reaching 92.21 million yuan, which is a 16.59% growth [1] - For the first quarter of 2025, the company experienced a revenue decline of 5.50% year-on-year, totaling 60.78 million yuan, and a net loss of 5.19 million yuan, a decrease of 878.31% [3] Group 2: Product Development and Market Position - The intelligent control system business performed particularly well in 2024, generating revenue of 317 million yuan, a growth of 18.75% [2] - The company has completed the installation of 570 sets of port equipment intelligent control systems across 26 of the 63 major ports in China [2] - In the automation drive products sector, revenue reached 269 million yuan in 2024, marking a 2.30% increase, with the company holding the top domestic market share in specialized frequency converters for port cranes and shield tunneling machines [2] Group 3: R&D Investment - Gangdi Technology allocated 8% of its revenue to R&D in 2024, with R&D expenses increasing from 33.71 million yuan in 2022 to 48.16 million yuan in 2024 [4] - The company holds 129 patents, including 37 invention patents, and has over 60 invention patents under substantive examination [4] - The R&D team has expanded to 137 members, constituting 22.50% of the total workforce by the end of 2024 [4] Group 4: Strategic Initiatives - The company has established a new subsidiary, Wuhan Gangdi Transmission Technology Co., Ltd., with an investment of 11 million yuan, focusing on the development of medium and high-voltage frequency converters [5] - This new subsidiary signifies the company's commitment to expanding its product offerings in areas such as electric motor control systems and industrial automation [5]

Group 1: R&D Investment and Strategy - The company has consistently increased R&D investment over the past three years, with expenditures of 33.71 million, 40.42 million, and 48.16 million CNY for 2022, 2023, and 2024 respectively [2][12] - The company emphasizes the importance of technology accumulation and product development to enhance product competitiveness and industry influence [2][3] - Future R&D strategies will adapt to market demands, focusing on maintaining technological leadership [2][3] Group 2: Market Expansion and Business Strategy - The company aims to establish a strategic framework centered around its headquarters in Wuhan, with regional centers in Shenzhen, Shanghai, and Hainan [3] - Plans include strengthening partnerships with upstream and downstream enterprises and industry associations to promote business development [3] - The company is expanding its product line to include medium and high voltage products, servo systems, and low voltage small power products [3][4] Group 3: Financial Performance - In 2024, the company achieved total revenue of 601.72 million CNY, a year-on-year increase of 10.02%, with a net profit of 94.38 million CNY, up 9.13% [3][4] - The company's main business revenue accounted for 99.98% of total revenue, indicating a strong focus on core operations [3][4] - The first quarter of 2025 showed a revenue of 60.78 million CNY, but a net loss of 5.19 million CNY due to seasonal revenue characteristics [4][6] Group 4: Industry Trends and Market Position - The domestic market share of industrial automation products is projected to grow from 24.80% in 2009 to an estimated 47.70% in 2024, indicating a shift towards domestic brands [4][10] - The company is positioned to benefit from government policies promoting industrial automation and smart port development [10][12] - The smart port industry is expected to grow from 2.90 billion CNY in 2021 to 6.10 billion CNY by 2025, presenting significant market opportunities [10][12] Group 5: Risks and Challenges - The company faces risks related to the economic conditions of downstream industries, which could impact sales and profitability [6][7] - Competition from established brands like Siemens and ABB poses a challenge, as these companies dominate the low-voltage inverter market [7][8] - Fluctuations in raw material prices and the need for continuous technological innovation are critical risks that the company must manage [8][9] Group 6: Core Competencies - The company has developed a range of core technologies, including motor vector control and multi-modal fusion perception technology, enhancing its competitive edge [12][13] - A stable and experienced core team supports the company's long-term growth and innovation [13] - The company maintains strong relationships with major clients, ensuring a reliable revenue stream and market presence [13][14]

Company Overview - Wuhan Gangdi Technology Co., Ltd. was established on September 28, 2015, and listed on the Shenzhen Stock Exchange's Growth Enterprise Market on November 7, 2024, with a registered capital of 55.68 million yuan [1] - The company focuses on research, production, and sales in the industrial automation sector, recognized as a high-tech enterprise and a national-level "little giant" [1] Financial Performance - In 2024, the company achieved total operating revenue of 601.72 million yuan, a year-on-year increase of 10.02% [1] - Operating profit reached 105.95 million yuan, up 10.25% from the previous year [1] - Net profit attributable to shareholders was 94.38 million yuan, reflecting a 9.13% increase year-on-year [1] Market Position and Product Leadership - The company holds a leading technological and market position in domestic markets for automation products in ports, shield tunneling, construction machinery, and cement industries [2] - As of April 24, 2025, the company has 129 patents (37 invention patents) and 87 software copyrights [2] - The company ranks first among domestic brands in the market share of port crane special frequency converters and shield machine special frequency converters from 2020 to 2024 [2] R&D Investment - R&D expenses have consistently increased from 33.71 million yuan in 2022 to 48.16 million yuan in 2024, representing 6.65%, 7.39%, and 8.00% of operating revenue respectively [2] Product Applications - The company's automation drive products are applied in 54 out of 63 major ports in China [2] - In the shield tunneling industry, the company’s products are used by the top three domestic shield machine manufacturers [2] - The intelligent control systems have been installed in 570 sets of port equipment and 148 sets in cement joint storage cranes by the end of 2024 [3] Management Stability - The company’s four founders have over 25 years of collaboration experience, ensuring a stable management team with an average tenure of over ten years [4] Impact of Trade Wars - The company is minimally affected by trade wars due to sufficient domestic supply in upstream industries and a strong domestic market focus [5][6] Overseas Market Expansion - The company is in the early stages of expanding its overseas sales and is working on technical adaptations and building sales platforms [7] Technological Advantages in Smart Ports - The company has a competitive edge in providing intelligent control systems for various types of port equipment, with no other company offering such a comprehensive range [8] - The smart port industry market size is projected to grow from 2.90 billion yuan in 2021 to 6.10 billion yuan by 2025, with the company holding an estimated market share of 5.72% [9] Domestic Replacement Opportunities - The domestic market share for industrial automation products has increased from 24.80% in 2009 to 47.70% in 2024, indicating significant potential for domestic replacements [11] Future Business Growth Points - The company aims to deepen existing business and explore new industries, optimize low-voltage high-power frequency converters, and expand overseas sales efforts [10]

Core Viewpoint - The company, Wuhan Port Di Technology Co., Ltd., reported a revenue of 602 million yuan for 2024, marking a year-on-year growth of 10.02%, and a net profit attributable to shareholders of 94.38 million yuan, up 9.13% from the previous year [1] Group 1: Financial Performance - The company's net profit excluding non-recurring gains and losses reached 92.21 million yuan, reflecting a year-on-year increase of 16.59% [1] - The revenue from the intelligent control system business was particularly strong, achieving 317 million yuan, a growth of 18.75% [2] - The total R&D investment for 2024 was 48.16 million yuan, accounting for 8% of revenue, indicating a consistent increase in R&D spending [3] Group 2: Business Development - The company actively adjusted its business strategy, expanding into various sectors including ports, railways, metallurgy, and logistics, while also exploring new fields such as oil, chemicals, and textiles [1] - The company has completed the installation of 570 sets of port equipment intelligent control systems across 26 of the 63 major ports in China [2] - The company plans to enhance its R&D in high-value products such as medium and high-voltage frequency converters and servo systems, transitioning from an "equipment supplier" to an "intelligent control solution service provider" [4] Group 3: Strategic Initiatives - The company signed a strategic cooperation agreement with Hikvision Digital Technology Co., Ltd. to collaborate on automation and intelligent IoT solutions for port operations [4] - The company proposed a profit distribution plan for 2024, intending to distribute cash dividends of 10 yuan per 10 shares, totaling 55.68 million yuan, which represents 59% of the net profit attributable to shareholders [3]