北摩高科(002985) - 2025年08月27日投资者关系活动记录表

Financial Performance - In the first half of 2025, the company achieved operating revenue of 460 million yuan, a year-on-year increase of 33.40% [2][3] - Net profit attributable to shareholders reached 80.98 million yuan, up 21.50% year-on-year [2] - The net profit excluding non-recurring gains and losses was 79.82 million yuan, reflecting a growth of 29.68% [2][3] - The parent company's operating revenue grew by 58.99% year-on-year [3] Business Development - The company completed phase verification for two types of landing gear and began batch deliveries, with four types of aircraft already delivered [4] - In civil aviation, multiple STC certifications for aircraft brake discs were initiated, and NADCAP certifications for various processes are expected to be completed by the end of August [5] - Participation in the Paris Air Show facilitated productive discussions with major international aviation companies, aiming to enhance collaboration [5] Cash Flow and Receivables - The net cash flow from operating activities was 131 million yuan, a significant improvement from a negative 90.73 million yuan in the same period last year [6] - Cash received from sales and services amounted to 368 million yuan, an increase of 93 million yuan year-on-year, indicating improved collection quality [6][7] Subsidiary Performance - The subsidiary Jinghan Yu maintained stable revenue, with net profit increasing due to cost control measures [8] - The subsidiary achieved breakthroughs in testing technology, securing five invention patents and completing 4,018 R&D tasks [8] Future Strategic Plans - The company aims to contribute to the domestic aircraft manufacturing strategy by leveraging its quality, service, and technical advantages [9] - Plans to expand into the civil aviation market by utilizing existing PMA supplier qualifications to meet maintenance and replacement needs [9] - Future international market cooperation will be driven through the subsidiary Saini Aviation, focusing on quality system certification and process standardization [9]