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调研速递|新易盛接受中金公司等超200家机构调研 上半年净利39.42亿元等要点披露
Xin Lang Cai Jing· 2025-08-26 13:53
Core Viewpoint - New Yisheng (300502) held an investor relations event via conference call, showcasing significant growth in revenue and net profit for the first half of 2025, driven by investments in AI-related computing power and an optimized product structure [1][2]. Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 10.437 billion RMB, a substantial increase of 282.64% year-on-year [1]. - The net profit attributable to shareholders reached 3.942 billion RMB, reflecting a year-on-year growth of 355.68% [1]. Group 2: Investor Q&A Highlights - The high revenue growth in Q2 was attributed to industry prosperity, increased proportion of high-speed products, rising customer orders, and strong delivery capabilities [2]. - The company has a long-term partnership with suppliers, ensuring normal operation of the supply chain and effective inventory management [2]. - The company is focusing on R&D investments, with related expenditures growing in line with the company's scale [2]. - The gross margin remains stable, with minor fluctuations considered normal [2].