Core Insights - Jiangsu Lintai New Materials Technology Co., Ltd. reported impressive financial results for the first half of 2025, with revenue reaching 205 million yuan, a year-on-year increase of 67.72%, and net profit attributable to shareholders amounting to 75.16 million yuan, a significant growth of 167.81% [1] Financial Performance - The company's gross margin improved to 49.01%, an increase of 6.6 percentage points compared to the same period last year, indicating enhanced product structure optimization and cost control capabilities [2] - Net cash flow from operating activities reached 84.49 million yuan, a year-on-year growth of 198.01%, reflecting improved profitability quality and strong cash recovery ability [2] - Basic earnings per share were 1.35 yuan, representing a growth of 123.45% year-on-year, providing substantial returns to investors [2] Market Position and Growth - As a leading supplier of automatic transmission friction plates, the company made significant strides in the new energy vehicle sector, with revenue from this segment increasing by 113.22%, accounting for 28.21% of total revenue [2] - The company secured projects with major automotive manufacturers such as BYD, Geely, and SAIC, further solidifying its market position [2] - Lintai New Materials expanded its overseas market presence, with export revenue growing by 88.97%, and successfully entered the supply chain of global automotive parts supplier Magna, achieving bulk supply [2] Capacity Expansion and R&D Innovation - To meet market demand, the company initiated the construction of its first factory and is steadily advancing its expansion plans [3] - R&D investment increased by 14.04% year-on-year, focusing on cutting-edge areas such as electronic control limited-slip differentials and flying cars, with collaborations established with renowned flying car manufacturers [3] - The company aims to benefit from the rising penetration of new energy vehicles and the acceleration of domestic core automotive component localization, with plans to expand into engineering machinery, agricultural machinery, and low-altitude economy sectors [3]

证券代码：920106 证券简称：林泰新材 公告编号：2025-050 江苏林泰新材科技股份有限公司 投资者关系活动记录表 □路演活动 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 □其他 一、 投资者关系活动类别 二、 投资者关系活动情况 √特定对象调研 □业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 活动时间：2025 年 5 月 8 日 活动地点：北京嘉里大酒店 参会单位及人员：开源证券、华夏基金、拾贝投资管理（北京）有限公司、 青创伯乐、山西证券、长江证券、兴业证券、中泰证券、首创证券、西部证券、 中金公司、中德高路 上市公司接待人员：公司副总经理、董事会秘书、财务负责人沈建波先生 三、 投资者关系活动主要内容 投资者提出的问题及公司回复情况： 1、与麦格纳的合作情况如何，有何重要意义？ 回复：公司麦格纳 DCT 项目在 2024 年底通过了麦格纳的量产审核，自动变 速器摩擦片产品已进入批量供应阶段，开启了公司进入国际知名汽车零部件供应 链体系的里程碑，该进程已在公司 202 ...