2 September 2025 | 3:00PM HKT Nantong Jianghai Capacitor Co. (002484.SZ) 002484.SZ 12m Price Target: Rmb28.50 Price: Rmb36.64 Downside: 22.2% Post market close on Aug 27, Jianghai reported 2Q25 in-line results, with revenue/gross profit/EBIT/net profit arriving at Rmb1,536mn/390mn/225mn/206mn in 2Q25, +17%/+14%/+11%/-2% yoy, +7%/+4%/+0%/-4% vs GSe. GPM/OPM/NPM arrived at 25%/15%/13%, -1pp/-1pp/-3pp yoy, -1pp/-1pp/-2pp vs GSe. What was new at the earnings call is the confirmation from Jianghai management of ...