Core Viewpoint - Tianfeng Securities issued a report on August 14, giving Dongmu Co., Ltd. (600114.SH, latest price: 26.05 yuan) a "buy" rating based on strong growth in MIM and continuous improvement in profitability [2] Group 1: MIM Growth and Applications - MIM is experiencing strong growth, which is complemented by cost reduction and efficiency enhancement, leading to sustained improvement in profitability [2] - The three major platforms are collaborating effectively, with MIM enabling diverse application scenarios such as foldable screen hinges, AI, and robotics [2] Group 2: P&S and SMC Opportunities - In the P&S segment, hybrid vehicles maintain core scenarios while robotic gears are opening new opportunities [2] - The SMC segment is seeing growth potential driven by demand for automotive applications and AI computing power [2]

格隆汇8月5日丨东睦股份(600114.SH)公布半年度报告，报告期内，公司实现主营业务收入29.12亿元， 同比增长24.76%，其中：P&S、SMC和MIM分别实现主营业务收入12.61亿元、4.44亿元和12.07亿元， 同比分别增长13.59%、-2.68%、57.26%，其中折叠机铰链已成为公司未来发展的重要增长极。报告期 内，实现归属于上市公司股东的净利润为2.61亿元，同比增长37.61%，归属于上市公司股东的扣除非经 常性损益后的净利润为2.50亿元，同比增长40.61%，主要系销售收入增加，特别是MIM技术平台收入增 加，导致生产稼动率提升和边际改善，同时公司内部大力推行降本增效措施所致。 ...