KDL(SZ:002850)2025-08-18 01:22Group 1: Financial Performance - In the first half of 2025, the company achieved revenue of 6.645 billion CNY, a year-on-year increase of 22.01% [1] - Net profit for the same period was 769 million CNY, reflecting an 18.72% year-on-year growth [1] - In Q2 2025, revenue reached 3.623 billion CNY, with a quarter-on-quarter growth of 20% and net profit of 382 million CNY [1] Group 2: Robotics Business Development - The company is advancing its robotics-related products, showcasing diverse offerings at recent industry exhibitions [2] - Multiple new products are in the R&D phase, targeting various application scenarios, with a focus on "technology-driven + demand-driven" development [2] - The company is enhancing its core competitiveness in robotics by optimizing efficiency and establishing a standardized production system for scalable delivery [2] Group 3: Product Innovation and Customization - The company is accelerating the introduction of standardized products while developing customized solutions for specific application scenarios [3] - The self-developed cycloidal reducer has completed testing and is currently in the optimization phase with clients [4] - Special PEEK material solutions have received positive feedback from clients, reinforcing the company's innovation capabilities [5] Group 4: Strategic Collaborations and Future Outlook - The company has established strategic partnerships with research institutions to focus on next-generation robotics technology over the next 5-8 years [9] - As a leading supplier of precision structural components for power batteries, the company aims to deepen strategic cooperation with top-tier clients [10] - The company anticipates significant growth opportunities from its global strategy and international client projects [12] Group 5: Financial Management and Future Investments - The company has made credit impairment provisions in Q2, which is a normal financial practice, and remains optimistic about business development in the second half of the year [12] - The company is actively pursuing collaborations with mainstream solid-state battery manufacturers to advance next-generation solutions [12] - Future investment plans will be evaluated based on market dynamics and industry trends [12]