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乔锋智能(301603) - 301603乔锋智能投资者关系管理信息20250912
JirfineJirfine(SZ:301603)2025-09-12 11:55

Group 1: Company Overview - JiaoFeng Intelligent Equipment Co., Ltd. specializes in CNC machine tools, primarily used in high-precision metal parts across various industries, including consumer electronics and aerospace [2][3]. - The company was listed in July 2024, with over 80% of its products sold directly [3]. Group 2: 2025 Half-Year Performance - In the first half of 2025, the company achieved a revenue of 1.21 billion yuan, a year-on-year increase of 50.36% [3]. - The net profit attributable to shareholders was 179 million yuan, up 56.43% year-on-year, with a gross margin of 30%, slightly up by 0.4 percentage points [3]. - Q2 2025 showed a significant growth trend, with revenue reaching 736 million yuan, a year-on-year increase of 67.47% and a quarter-on-quarter increase of 53.97% [3]. Group 3: Growth Drivers - The demand from downstream industries has improved, with revenue from consumer electronics and automotive sectors doubling, and nearly 60% growth in the new energy vehicle sector [3][4]. - The CNC machine tool production in China reached 40.3 thousand units in the first half of 2025, reflecting a year-on-year increase of 13.5% [4]. Group 4: Market Position and Competitive Advantages - The company has focused on quality and technology, achieving a full product line in metal cutting machine tools, enhancing brand recognition post-IPO [5][6]. - JiaoFeng has a high self-manufacturing rate for core components, which reduces procurement costs and supply chain risks [5][6]. - The sales strategy combines direct sales in concentrated manufacturing regions and a distribution model in dispersed markets, optimizing market coverage [10]. Group 5: Industry Trends and Future Outlook - The demand for CNC machine tools in the new energy vehicle sector remains strong, with a 60% year-on-year revenue increase in H1 2025 [11]. - The company is investing in the robotics sector, collaborating with Shanghai Kepler Robotics to enhance its capabilities in humanoid robot manufacturing [11].