强瑞技术（301128.SZ）11月6日在投资者互动平台表示，公司与苹果系核心客户保持紧密合作，未来公 司将持续深化与客户的合作，继续推动业务发展。从过往合作经验来看，通常苹果产业链客户的订单在 第四季度会进入低谷期，该阶段通常是公司配合客户进行下一代产品的开发、验证的阶段。为此，我们 预计下半年公司从苹果产业链客户处获取的订单量可能无法保持上半年的同比增速。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘你好，2025年中报中提到：公司重点针对苹果系 客户的工业自动化设备及治具、零部件产品进行了拓展，效果显著；得益于此公司在细分领域获取的销 售收入，同比大幅增长约47%。请问下半年在该移动终端领域还能保持高增长吗？ ...

Core Viewpoint - The company has a low revenue proportion from direct exports to the United States, and its products mainly consist of components, making the impact of tariff policies limited [1] Group 1: Revenue and Production - The company's production base in Thailand has achieved mass production capabilities, which can effectively reduce potential future tariff risks [1] - Currently, the latest U.S. tariff policies have not directly affected the company's production operations or existing orders [1] Group 2: Business Operations - The company reports a good order situation, with all business operations proceeding normally [1] - The company will continue to monitor international developments and pay close attention to changes in the external environment and policy adjustments to ensure stable operations [1]

Group 1 - The company, Doli Technology, stated on October 22 that it is currently not supplying components for the products of Zhiyuan Robotics, Youbixuan, and Yushutech [2]

Core Viewpoint - The company, Doli Technology (001311), has stated that it is currently not supplying component products to Zhiyuan Robotics, UBTECH, or Yushu Technology [1] Group 1 - Doli Technology confirmed on October 22 that it does not provide parts to Zhiyuan Robotics [1] - The company also clarified that it is not supplying components to UBTECH [1] - Additionally, Doli Technology stated that it does not have any supply relationship with Yushu Technology [1]

人民财讯9月19日电，东风汽车近日宣布成立东风汽车集团跃创科技有限公司(简称"跃创科技")，进一 步整合零部件研发、制造和人才资源，以"高技术、高价值"零部件产品助力整车电动化、智能化转型， 这是东风汽车全力以赴推动新能源转型升级的重要举措。 ...

Group 1 - The company, Yushu Technology, is actively preparing for its initial public offering (IPO), expected to submit the IPO application between October and December 2025 [2] - The company's revenue is derived from three main product categories: quadruped robotic dogs (65%), humanoid robots (30%), and components (5%) [2] - Approximately 80% of the quadruped robotic dogs are utilized in research, education, and consumer sectors, while the remaining 20% are applied in industrial fields such as inspection and firefighting [2] Group 2 - The company has emphasized its commitment to being a civilian robotics company focused on high-performance general-purpose robots for various applications in the civilian sector [2] - After completing its shareholding reform in late May, Yushu Technology began its listing guidance in mid-July, with CITIC Securities serving as the advisory institution [2] - The founder and actual controller, Wang Xingxing, holds a direct stake of 23.8216% in the company and controls an additional 10.9414% through a partnership, totaling 34.7630% [2] Group 3 - Wang Xingxing views the IPO as a significant milestone in the company's journey towards more mature operations and a way to account for the company's development over the past nine years [3] - Since 2018, Yushu Technology has been expanding into overseas markets, with an average of 50% of its revenue coming from international sales in recent years [3] - The company predicts that the global shipment of humanoid robots is expected to double annually in the coming years [3]

Group 1 - The company expects to achieve a net profit attributable to shareholders of approximately 117.28 million yuan for the first half of 2025, representing an increase of about 58.47 million yuan compared to the same period last year, which is a year-on-year growth of approximately 99.42% [1][2] - The expected net profit attributable to shareholders after deducting non-recurring gains and losses is approximately 116.44 million yuan, an increase of about 55.60 million yuan compared to the same period last year, reflecting a year-on-year growth of approximately 91.41% [1][2] - The previous year's net profit attributable to shareholders was 58.81 million yuan, with a total profit of 73.23 million yuan [2] Group 2 - The main reasons for the expected increase in performance include enhanced market development efforts and a relatively low base from the same period last year, leading to growth in both component and end product sales revenue [2]

Core Viewpoint - The company Shenchi Electromechanical (603109) expects a significant increase in net profit for the first half of 2025, driven by enhanced market expansion efforts and a low comparative base from the previous year [1] Financial Performance - The company anticipates a net profit attributable to shareholders of approximately 117 million yuan for the first half of 2025, representing an increase of about 58.47 million yuan, or a year-on-year growth of approximately 99.42% [1] - The expected net profit after deducting non-recurring gains and losses is around 116 million yuan, which is an increase of about 55.60 million yuan, translating to a year-on-year growth of approximately 91.41% [1] Business Operations - The company has intensified its market development efforts, contributing to the growth in sales revenue from both component products and end products compared to the same period last year [1]

Core Insights - The company achieved a revenue of 4.1 billion yuan in 2024, representing a year-on-year growth of 15.93%, and a net profit of 37.51 million yuan, up 21.35% year-on-year [1] - The year 2024 is described as a pivotal year for market expansion, cost reduction, and efficiency improvement, marking a turnaround in operational performance and the beginning of a new phase of high-quality development [1] Financial Performance - Revenue reached 4.1 billion yuan, a 15.93% increase from the previous year [1] - Net profit attributable to shareholders was 37.51 million yuan, reflecting a 21.35% year-on-year growth [1] - Sales of aluminum alloy products totaled approximately 234,100 tons, up about 23.66% [1] - Sales of component products reached approximately 25.68 million units, a growth of about 1.62% [1] Business Development - The company expanded its aluminum liquid supply and direct supply business, with aluminum liquid sales accounting for 57.18% of its aluminum alloy business [1] - Revenue from new energy vehicle components constituted 35.57% of the component segment's income, while international customer revenue made up 22.08% of the component segment [1] - A significant aluminum liquid supply cooperation agreement was signed with Top Group for 150,000 tons, with the first phase of 65,000 tons capacity completed [2] Strategic Initiatives - The company is actively developing aluminum alloy applications in the robotics sector and has established a magnesium alloy division for material and product development [2][3] - Plans for 2025 include entering new industries and expanding into the robotics and magnesium alloy sectors, aiming to become a leading supplier in these markets [3] - The company is focusing on R&D for core components in electric drive systems, control systems, and chassis structures, as well as advancing magnesium alloy and new aluminum alloy materials [3] Research and Development - R&D investment for 2024 was 101 million yuan, a 9.62% increase, with 20 new patents granted [4] - The patents include innovations in aluminum alloy production, detection equipment, and processes related to new energy vehicles [4] - There are 27 pending patent applications, focusing on integrated die-casting processes and resource utilization technologies [4]