金卡智能集团股份有限公司 股票代码：300349 股票简称：金卡智能 答：尊敬的投资者，您好！公司目前已在乌克兰、 俄罗斯、哈萨克斯坦、乌兹别克斯坦、保加利亚、阿联 酋、土耳其、伊朗、阿塞拜疆、格鲁吉亚、阿根廷、智 利等多个 "一带一路" 沿线国家实现市场突破并获取订 单。公司已按照信息披露规则，在定期报告中披露整体 经营数据及国内外业务布局情况。感谢您的关注与支 持！ 4、问：过程计量这个业务板块是否还在培育期？ 预计培育期有多长？未来市场规模会有多大？ 答：尊敬的投资者，您好！过程计量板块目前已顺 利完成质量流量计、电磁流量计、涡街流量计三大核心 产品的防爆认证与型式评价取证，实现近 60 家客户的 试挂与销售突破。其中包括浙江恒逸石化、浙江华峰、 华润电力、长江电力、中国石油天然气管道工程等行业 重点客户，为后续市场拓展奠定坚实基础。 随着国家将产业链安全与自主可控提升至战略高 投资者关系活动记录表 编号：2025-002 投资者关系活动类 别 □特定对象调研 □分析师会议 □媒体采访 √业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （请文字说明其他活动内容） 参与单位名称及人 员姓名 线上 ...

Core Viewpoint - The company reported its H1 2025 results, showing a slight increase in revenue but a significant decline in net profit, primarily driven by the performance of its digital gas and water sectors, while also highlighting ongoing efforts in product innovation and international expansion [1][3][5]. Revenue and Profit Performance - In H1 2025, the company achieved revenue of 1.539 billion yuan, a year-on-year increase of 3.69%, but the net profit attributable to shareholders was 135 million yuan, down 37.97% year-on-year [1]. - The digital gas segment was the main growth driver, with smart residential gas meter revenue reaching 990 million yuan, up 11.49% year-on-year, although the gross margin decreased by 2.94 percentage points [1]. - The industrial and commercial gas terminal revenue was 320 million yuan, a slight decrease of 0.52% year-on-year, with a gross margin of 47.74%, down 7.58 percentage points [1]. Sector Performance - The digital water sector reported revenue of 110 million yuan, down 5.95% year-on-year, with a gross margin of 31.26%, a slight decrease of 0.15 percentage points [1]. - The public utility sector saw revenue of 120 million yuan, a significant decline of 24.71% year-on-year, with a gross margin of 41.17%, down 9.71 percentage points [2]. Product Development and Innovation - The company is advancing its digital energy and process sectors, with successful testing of gas turbine flow meters for hydrogen and natural gas mixtures, positioning itself as a leader in domestic hydrogen measurement technology [3]. - New product launches include the TCF quality flow meter, TEF electromagnetic flow meter, and TVF vortex flow meter, enhancing the company's measurement solutions across various pressure and medium scenarios [7]. Cost Management and Inventory - The overall gross margin for H1 2025 was 35.9%, down 5.9 percentage points, with specific margins for residential and industrial gas terminals at 31.97% and 47.74%, respectively [4]. - The company reported a total inventory of 550 million yuan and accounts receivable of 2.18 billion yuan, reflecting year-on-year increases of 18.29% and 12.01%, respectively [4]. International Expansion - The company has increased its overseas resource investment, successfully obtaining international certifications for key products and securing orders in several countries along the Belt and Road Initiative, resulting in a 49.79% year-on-year increase in overseas sales [5]. AI and Technology Integration - The company is actively integrating AI technology into its operations, utilizing IoT, big data, and digital twin technologies to enhance safety and operational efficiency in the energy sector [6].