LZJT(SZ:300428)2025-10-28 09:42Financial Performance - In the first three quarters of 2025, the company achieved a total revenue of 2,292,114,000 CNY, representing an 18.34% increase year-on-year [1] - The net profit attributable to shareholders for the same period was 62,543,000 CNY, a growth of 26.77% compared to the previous year [1] - Excluding the impact of accounting estimate changes, the net profit increased by 74.65% to 35,811,000 CNY [1] - In Q3 2025, the company reported a revenue of 84,778,000 CNY, up 23.69% year-on-year, and a net profit of 22,414,000 CNY, which is a remarkable 101.82% increase [1] Production and Expansion - The company initiated a project in Monterrey, Mexico, to produce 3.6 million ultra-lightweight aluminum alloy wheels, with the first phase of 1.8 million wheels completed in 2024 [2] - The second phase of 1.8 million wheels has begun initial production, and a planned capacity of 500,000 forged aluminum wheels is currently in trial production [2] - The Mexican factory benefits from the USMCA agreement, allowing for "zero tariff" exports to the U.S., enhancing global production flexibility and regional supply capabilities [2] Robotics Sector Development - The company is advancing its lightweight aluminum alloy materials and components for humanoid robots, collaborating with domestic and international brands [3] - A strategic cooperation agreement was signed with Weijing Intelligent to enhance the supply of materials and components for humanoid robots, including assembly and testing services [4][5] - The partnership aims to leverage both companies' strengths in technology and production to improve product efficiency and quality in the robotics field [5] Aerospace Industry Engagement - The company is actively expanding into the commercial aerospace sector, with several materials already applied in aviation and aerospace [6] - Developed aluminum-based rare earth intermediate alloys are used in manufacturing key aircraft and aerospace components [6] - New materials such as silicon-aluminum alloys and 3D printed aluminum alloys are being explored for various aerospace applications [6] New Energy Battery Materials - The company is focusing on the production and sales of lithium hexafluorophosphate for new energy batteries, seeking strategic partnerships [6] - Recent advancements include obtaining a patent for lithium sulfide, a key material for solid-state battery electrolytes, laying the groundwork for future developments in this area [6]