Core Insights - Company reported a revenue of 12.426 billion yuan for the first half of 2025, representing a year-on-year increase of 13.16% [1] - Net profit attributable to shareholders reached 33.3546 million yuan, showing a significant year-on-year growth of 693.76% [1] - Basic earnings per share increased to 0.03 yuan, reflecting a year-on-year rise of 697.03% [1] Revenue Growth Drivers - The growth in performance is attributed to the company's ability to leverage its core component business and the synergy between heating and cooling products, leading to increased sales [1] - The automotive parts segment has actively improved global operational efficiency, contributing to overall revenue growth [1] Segment Performance - The rotor-type air conditioning compressor and motor business experienced year-on-year growth [1] - Production of heating and cooling related products reached 43.41 million units, up 9.89% year-on-year, while sales increased to 46.92 million units, a rise of 17.20% [1] - The share of variable frequency sales increased by 9.4 percentage points [1] Export Performance - The company capitalized on overseas market demand, achieving export sales of 8.68 million rotor-type air conditioning compressors, a year-on-year increase of 101.55% [1] - Non-residential air conditioning compressor (NRAC) sales reached 2.91 million units, up 36.07% year-on-year [1] - Commercial air conditioning compressor (PAC) sales totaled 2.08 million units, reflecting a year-on-year growth of 20.9% [1]

8月29日晚，海立股份（600619）发布2025年半年度报告。报告显示，上半年公司实现营业收入124.26 亿元，同比增长13.16%；实现归母净利润3335.46万元，同比增长693.76%。从披露的半年报来看，上半 年营收与利润双增长，主要是公司进一步发挥冷暖关联以及核心零部件主业优势，产品销售实现同比提 升；与此同时，汽车零部件主业积极提升全球运营效率，共同驱动业绩增长。 上半年，面对复杂严峻的外部环境及内部挑战，海立股份保持战略定力，以市场为导向、以客户为中 心、以技术为驱动，在冷暖与汽零双主业赛道上加速"质"的突破与"效"的提升，坚定不移走全球化、数 字化、绿色化的高质量发展新路，为"十四五"圆满收官蓄势，为"十五五"谋篇布局夯基。 冷暖关联主业量利双增，行业地位持续夯实 上半年，受全球气候变暖、国内政策刺激以及海外需求增长等因素带动，我国空调行业产销量稳步增 长，空调压缩机的需求也水涨船高。据产业在线统计，上半年，中国转子式压缩机行业销量17,003万 台，同比增长7.3%。 报告期内，海立股份冷暖关联主业核心产品在行业需求趋稳、价格竞争激烈的背景下，继续保持"量、 利、质"同步提升的强劲势头； ...