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盈峰环境(000967):新能源环卫优势显著 海外业务增速亮眼
Xin Lang Cai Jing· 2025-08-27 06:36
Core Insights - The company reported a stable revenue growth of 4% year-on-year, achieving a total revenue of 6.463 billion yuan in the first half of 2025, while the net profit attributable to shareholders increased slightly by 0.43% to 382 million yuan [1] - The company’s core business remains solid, with significant performance in the smart services sector, securing new contracts worth 2.335 billion yuan and an annualized contract amount of 825 million yuan, ranking second in the industry [1][2] - The company is focusing on a "smart equipment, smart services, and intelligent cloud computing" strategy, leveraging technological innovation to drive growth [3] Financial Performance - In the first half of 2025, the company’s revenue was 6.463 billion yuan, with a net profit of 382 million yuan, and a non-recurring net profit of 354 million yuan, reflecting a 7% decline due to the expiration of certain tax incentives and reduced interest income [1] - Sales collection was strong, amounting to 6.31 billion yuan, representing a year-on-year increase of 19.63%, indicating good operational quality [1] Business Segment Analysis - The smart equipment segment showed remarkable performance, generating 2.585 billion yuan in revenue, a year-on-year increase of 15.27%, maintaining the top position in the domestic industry for 24 consecutive years [2] - The new energy and environmental protection equipment segment saw sales of 1,847 units, with a market share increase to 32.6%, leading the market in green transformation [2] - The smart services segment achieved revenue of 3.237 billion yuan, growing by 2.25%, indicating stable development [2] Global Expansion - The company’s globalization strategy is yielding results, with overseas business revenue reaching 23.8292 million yuan, a significant year-on-year increase of 59.55% [2] - Establishing production bases in Italy and Thailand has allowed the company to penetrate the European and Southeast Asian markets, with nearly 100 overseas orders for new businesses like aerial work machinery [2] Strategic Initiatives - The company is advancing its "smart equipment, smart services, and intelligent cloud computing" strategy, focusing on technological innovation [3] - The self-developed intelligent cloud platform has connected 194,000 IoT devices, processing over 500 million data points daily, establishing a leading smart cloud platform in the domestic sanitation industry [3] - The company is addressing labor cost challenges in the sanitation industry by launching the "swarm" series of unmanned cleaning machines, significantly enhancing operational efficiency [3]