2025 年半年度报告全文 哈尔滨电气集团佳木斯电机股份有限公司 哈尔滨电气集团佳木斯电机股份有限公司 2025 年半年度报告全文 哈尔滨电气集团佳木斯电机股份有限公司 2025 年半年度报告全文 哈尔滨电气集团佳木斯电机股份有限公司 哈尔滨电气集团佳木斯电机股份有限公司 2025 年半年度报告全文 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人刘清勇、主管会计工作负责人韩思蒂及会计机构负责人(会计 主管人员)刘洋声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本年度报告中有关经营计划、经营目标等前瞻性陈述并不代表公司对 一定的不确定性，不构成公司对广大投资者的实质承诺，投资者及相关人士 应当对此保持足够的风险认识，并且应当理解计划、预测和承诺之间的差异。 敬请广大投资者注意投资风险。 公司在本报告第三节："管理层讨论与分析"之十中的"公司面临的风 险和应对措施"部分，描述了公司经营中可能存在的风险及应对措施，敬请 广大投资者注意阅读。 ...

Group 1: Financial Performance - In the first half of 2025, the company reported operating revenue of 975 million yuan, a year-on-year increase of 35.85%, but a net profit attributable to the parent company of -114 million yuan, a decline of 78.24% [1] - The lithium mining and lithium salt manufacturing segment achieved operating revenue of 460 million yuan, a year-on-year increase of 115.91% [2] - The company's motor business generated operating revenue of 486 million yuan, a year-on-year increase of 0.76%, with industrial motors contributing 327 million yuan, up 25.03% [3] Group 2: Market Position and Resources - The company is a leading player in lithium extraction from mica, with significant lithium resources in Yichun, Jiangxi, which holds the largest lithium mica reserves in Asia [1][2] - The company controls over 10 million tons of lithium resources, ranking among the top in China [1] - The company has developed an integrated industrial chain covering lithium mining, sorting, and deep processing [1] Group 3: Industry Trends and Pricing - The price of lithium carbonate has shown a downward trend, dropping to around 58,000 yuan per ton, leading to increased losses for the company [2] - However, since July, there has been a rebound in lithium carbonate prices, with futures contracts nearing 90,000 yuan per ton, driven by expectations of reduced production from key mines [2] - The company noted that rapid growth in downstream demand, particularly from the electric vehicle and energy storage markets, is expected to support the long-term fundamentals of the lithium salt industry [2] Group 4: Diversification and Innovation - In addition to lithium salt, the company is involved in the motor industry, with products in various segments such as construction machinery motors and servo motors, maintaining a leading position in several niche markets [3] - The company is actively developing high-precision, fast-response, lightweight, and compact motors for robotics applications, indicating a focus on innovation and future market trends [3]