SOJO(SZ:300444)2025-08-26 13:19Company Overview - Beijing Shuangjie Electric Co., Ltd. was established in 2002 and listed on the Shenzhen Stock Exchange in 2015 under the stock code 300444.SZ. The company has over 2,000 employees and six production bases across China [2][4]. - The company focuses on the power industry, maintaining strong R&D capabilities and advanced smart manufacturing levels. It has developed a comprehensive product matrix covering both power distribution and new energy intelligent equipment [2][4]. Financial Performance - In the first half of 2025, the company achieved a revenue of ¥2,375,894,832.52, representing a year-on-year growth of 41.95%. The net profit attributable to shareholders was ¥103,516,272.94, with a growth of 20.11% [2][4]. Revenue Growth Drivers - The significant revenue growth in the first half of 2025 was driven by two main factors: 1. The smart electrical equipment business experienced notable growth due to customer adjustments in procurement policies [3]. 2. The new energy business saw an increase in revenue from new orders and sufficient backlog, surpassing the revenue from smart electrical equipment for the first time [3]. Gross Margin Improvement - The improvement in gross margin for smart electrical equipment was attributed to three key factors: 1. Scale effects from increased production leading to lower fixed costs per unit [5]. 2. Reduced procurement costs due to enhanced bargaining power with suppliers [5]. 3. Internal management optimization through improved product design and production processes [5]. International Market Development - The company is actively expanding its international market presence, with products sold in over 20 countries and regions. The overseas business is progressing well, with stable market orders and new customers in the power sector [6]. - In the new energy sector, the company is advancing planned photovoltaic projects abroad [6]. Investment Return Strategy - The company emphasizes investor returns and is developing a dividend strategy to reward shareholders while ensuring long-term stable growth and strengthening core business competitiveness [7][8].