(Stock Code 股份代號: 285)年中期報告Interim Report2021 WE CREATE THE FUTUREInterim Report 2021 年中期報告 1比亞迪電子（國際）有限公司 • 二零二一年中期報告MANAGEMENT DISCUSSION AND ANALYSIS管理層討論與分析INTERIM RESULTS FOR THE SIX MONTHS ENDED 30 JUNE 2021截至二零二一年六月三十日止六個月中期業績Turnover營業額41.88%to RMB44,531 million至人民幣44,531百萬元Gross profit毛利-25.35%to RMB3,061 million至人民幣3,061百萬元Profit attributable to owners of the Parent母公司擁有人應佔溢利-33.55%to RMB1,643 million至人民幣1,643百萬元Earnings per share每股盈利-33.55%to RMB0.73至人民幣0.73元HIGHLIGHTS:• The Group’s overall business developed well, with business areas expanded and major customer business promoted, resulting in a year-on-year revenue growth of 41.88%, which was a record high for the same period in history.• The overall profit contribution of smart phone and laptop, new intelligent product and automobile intelligent system business achieved year-on-year growth.• The shipments of core product of major North American customers continued to grow and new products were successfully introduced into mass production, driving the several-fold growth of the Group’s business size.• The shipments of products such as smart home devices, unmanned aerial vehicles and gaming hardware have increased significantly. The new intelligent product still maintained their rapid growth momentum, representing a year-on-year increase of 38.35%.• As sales volume of automobiles recovered continuously, especially of which the new energy vehicles increased significantly, the scale of automotive intelligent system business has grown rapidly, representing a year-on-year increase of 89.74%.• Continuously enhancing the R&D of electronic atomization products and the operation of automatic production line, iterating technical solutions rapidly and improving patent layout, and thereby reserving potential energy for the business development of the Group.摘要：• 集團整體業務發展良好，大客戶業務不斷推進，業務領域不斷擴寬，推動收入同比上升41.88%，創歷史同期新高。• 智能手機及筆電、新型智能產品和汽車智能系統業務的整體利潤貢獻實現同比增長。• 北美大客戶核心產品出貨量持續增長，新型號產品成功導入量產，帶動業務規模同比實現數倍增長。• 智能家居、無人機、遊戲硬件等產品出貨量大幅提升，新型智能產品業務保持高速發展，同比增長 38.35%。• 隨著汽車銷量持續復蘇，尤其新能源汽車銷量大幅增長，汽車智能系統業務規模增長迅猛，同比增長89.74%。• 持續加大電子霧化產品的研發和自動化生產線的投入，快速疊代技術方案，完善專利佈局，為集團業務成長儲備新勢能。 2BYD ELECTRONIC (INTERNATIONAL) COMPANY LIMITED • INTERIM REPORT 2021MANAGEMENT DISCUSSION AND ANALYSIS管理層討論與分析業務回顧本集團是全球領先的平台型高端製造企業，為客戶提供新材料開發、產品設計與研發、零組件及整機製造、供應鏈管理、物流及售後等一站式服務。集團業務廣泛，涉及智能手機、智能穿戴、電腦、物聯網、智能家居、遊戲硬件、機器人、無人機、通信設備、電子霧化、汽車智能系統、醫療健康設備等多元化的市場領域。依託於業界領先的研發和製造實力、多元的產品組合，以及優質的客戶資源，集團業務已步入新一輪的高速成長週期。二零二一年上半年，全球新冠肺炎疫情依然反覆，面對複雜多變的國內外環境，中國經濟整體復蘇良好，二零二一年上半年國內生產總值同比增長12.7%，展現強勁的韌性與動能。二零二一上半年，集團錄得銷售額約人民幣445.31億元，同比上升約41.88%。期內，集團延續多元化市場佈局策略，積極拓寬公司業務領域。憑藉多年深耕電子智造的成果，打造行業標杆，提高於大客戶的市場份額，在行業芯片短缺的大背景下，集團的銷售規模仍然創同期歷史新高。智能手機及筆電板塊行業景氣度有所回升，安卓大客戶份額持續提升，北美大客戶核心產品出貨量持續增加，業務規模持續擴張。前期佈局的智能家居、遊戲硬件、無人機等新型智能產品持續放量。同時，集團持續加大電子霧化產品的投入，快速迭代技術方案，完善專利佈局，為集團業務成長儲備新勢能。受益於新能源汽車銷量大增，汽車智能系統出貨量穩步增長。隨著智能手機及筆電、新型智能產品和汽車智能系統業務收入規模的BUSINESS REVIEWThe Group is a global leading high-end platform-based manufacturing enterprise, providing customers with new materials development, product design and development, parts and components as well as complete machine manufacturing, supply chain management, logistics, after-sales and other one-stop services. The Group offers a wide variety of businesses ranging from smart phones, smart wearables, computers, Internet of Things, smart home, game hardware, robots, unmanned aerial vehicles, communication equipment, electronic atomization, automotive smart system equipment, health devices to other diversified market areas. Leveraging on its industry-leading R&D and manufacturing capabilities, diversified product portfolio and high quality customer resources, the Group’s business has stepped into a new round of rapid growth cycle.In the first half of 2021, the COVID-19 outbreak continued to recur across the globe. Despite the complicated and volatile environment both domestically and abroad, China’s economy has been recovering well. Its GDP has witnessed a year-on-year increase of 12.7% in the first half of 2021, which indicated its strong resilience and momentum. In the first half of 2021, the Group recorded sales of approximately RMB44,531 million, representing a year-on-year increase of approximately 41.88%. During the period, the Group continued to diversify its market layout strategy and actively broaden the Company’s business field. With its achievement of years of deep cultivation in electronic intelligent manufacturing, the Group has built an industry benchmark, improved the market share of key customers. Under the background of the shortage of the industry chip, the Group’s sales scale still hit a record high as compared with the same period in his