Core Viewpoint - The company Feirongda (300602) expects its net profit to double in the first half of 2025, driven by market recovery and the return of key customers [1] Group 1: Financial Performance - Feirongda anticipates revenue of approximately 2.886 billion yuan and a net profit between 155 million and 170 million yuan for the first half of 2025, representing a year-on-year growth of 103.95% to 123.69% [1] - The company's non-recurring net profit is projected to be between 125 million and 140 million yuan, reflecting an increase of 82.34% to 104.22% compared to the same period last year [1] Group 2: Product and Market Development - Feirongda's main products include electromagnetic shielding materials, thermal management materials, and lightweight composite materials, which are widely used in communication, consumer electronics, and new energy sectors [1] - The company has strengthened its R&D capabilities and increased investment in R&D, enhancing its product structure and expanding into emerging markets [1] - The return of significant customers, particularly Huawei, has contributed to the company's market share growth in the smartphone sector [2] Group 3: Business Segments - In the communication sector, Feirongda reports successful business operations with increased sales revenue and profitability, particularly in AI server cooling solutions [2] - The company's new energy vehicle business is seeing a gradual increase in sales revenue, although profit margins remain relatively low due to fluctuations in raw material prices [3] - Feirongda's subsidiary completed the acquisition of Jiangsu Zhongyu Rubber and Plastic Technology Co., Ltd., which will be included in the consolidated financial statements [3] Group 4: Non-Recurring Gains - The company expects non-recurring gains to impact net profit by approximately 30 million yuan, primarily from government subsidies and the consolidation of Jiangsu Zhongyu [3]

持续降本增效，亚普股份（603013）(603013.SH)保持经营业绩稳健。 2021年—2023年，公司营业收入分别为80.57亿元、84.43亿元、85.83亿元，同比分别变动-9.05%、 4.79%、1.66%；净利润分别为4.99亿元、5亿元、4.66亿元，同比分别变动-1.52%、0.5%、-6.95%。 2024年，面对上下游的不利因素，亚普股份的经营业绩仍保持了稳健。 日前，亚普股份披露2024年年度报告。2024年，公司实现营业总收入80.76亿元，同比下降5.91%；净利 润5亿元，同比增长7.29%；扣非净利润5.09亿元，同比下降4.69%。 亚普股份表示，2024年，面对客户降价、生产制造成本上升等不利因素，公司大力推行降本增效管理工 作，同时部分新业务开始批量供货，公司经营业绩呈现结构性改善。 长江商报记者注意到，亚普股份专注于汽车储能系统产品的研发、制造、销售和服务，且持续布局海 外。2024年，公司加大各项业务的客户拓展，累计获得81个新项目定点，创历史新高。 销售费用降低至4276万 年报显示，2024年，亚普股份实现营业总收入80.76亿元，同比下降5.91%；净利润5亿 ...