南京聚隆（300644.SZ）9月12日在投资者互动平台表示，在机器人应用领域，公司积极与相关头部客户 进行业务对接和材料验证，全面推进公司材料在机器人行业中的应用。目前，公司已针对机器人关节、 足端、外壳等，推出PA、PEEK、长玻纤增强材料、弹性体等材料解决方案，助力机器人的轻量化改 进。目前，相关业务体量较小。 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司的产品有没有通过特斯拉人形机器人测 试？ （记者 张明双） ...

Core Viewpoint - Nanjing Julong (300644) reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit compared to the previous year [1][3]. Financial Performance - Total revenue reached 1.257 billion yuan, a year-on-year increase of 25.75% [1] - Net profit attributable to shareholders was 57.36 million yuan, up 40.73% year-on-year [1] - In Q2 2025, revenue was 663 million yuan, reflecting a 20.27% increase year-on-year, while net profit for the quarter was 26.84 million yuan, up 49.88% [1] Profitability Metrics - Gross margin improved to 16.36%, an increase of 11.86% year-on-year [1] - Net margin rose to 4.64%, up 8.36% year-on-year [1] - Total expenses (selling, administrative, and financial) amounted to 93.61 million yuan, accounting for 7.45% of revenue, a decrease of 1.07% year-on-year [1] Key Financial Ratios - Earnings per share increased to 0.53 yuan, a rise of 39.3% year-on-year [1] - Net asset value per share was 8.6 yuan, up 11.89% year-on-year [1] - Operating cash flow per share was -0.48 yuan, a significant decrease of 144.48% year-on-year [1] Changes in Financial Items - Accounts receivable increased by 28.25% to 724 million yuan, attributed to increased collections [3] - Construction in progress rose by 65.69% due to more ongoing projects [3] - Contract liabilities increased by 43.76% due to higher prepayments received [3] Business Model and Strategy - The company is actively expanding its business channels and strategic layout, leading to revenue growth in modified general plastics and long glass fiber reinforced materials [3] - R&D expenses increased by 29.34%, indicating a focus on innovation and product development [3] Cash Flow and Debt Analysis - The net cash flow from operating activities decreased by 145.30%, primarily due to increased cash payments for goods and services [3] - The company’s cash and cash equivalents showed a significant decline, with a net increase of -95.31% [3] - The interest-bearing debt ratio reached 22.54%, indicating a notable level of leverage [5]