敏实集团2025中期报告

146193114065www.minthgroup.com William Chin 1314006(86 573) 8368–6700 51331 Pontiac Trail, WixomMichigan, 48393, USA Carl-von-Linde-Str. 38, 85716Unterschleißheim, Germany 18K117 Cricket SquareHutchins Drive, P.O. Box 2681Grand Cayman KY1-1111Cayman Islands •8835 21 344 1817 1A11 Suntera (Cayman) LimitedSuite 3204, Unit 2ABlock 3, Building DP.O. Box 1586Gardenia CourtCamana BayGrand Cayman, KY1-1100Cayman Islands Conyers Dill & PearmanCentury Yard, Cricket SquareHutchins Drive, George TownGrand Cayman, British West Indies 183171712–1716 0425 3 1,352.21,353.113.8%13.0%693.740.3%44.3%68.5%6.613.1%9.6%5.9%2.92.41.21.7% GlobalData4,447.44.9%810.93.1%606.71.3% 234.510.2%3.5%1.6%1.7%0.2% +GLOCAL+ GLOCAL SAPAI EHSEHS ISO45001ISO14001ISO50001ISO45001ISO14001100%ISO5000138100% EHSEHSEHSEHSEHSEHSSTOPEHSEHS EHSEHSEHSEHSEHS45 EHSEHSEHS1.03 ISO37001 12,286,969,00011,090,414,00010.8%4,306,273,0004,525,885,0004.9%7,980,696,0006,564,529,00021.6% GLOCAL (CTB) L4 VarinTech® AI eVTOLeVTOLAI 500MpaMinal®-S74860ECO-ALUMIN®S2.5Kg.CO2/Kg.AL EcoSupElast®EcoOleCom®36% 7252421355 12,286,969,00011,090,414,00010.8% 1,276,562,0001,068,192,00019.5% 3,473,060,0003,161,637,0009.9%28.3%28.5%0.2% 107,686,000190,648,00082,962,000 125,212,000206,501,00081,289,000 94,231,00020,00094,211,000 512,241,000531,118,00018,877,0004.2%4.8%0.6% 804,519,000742,501,00062,018,0006.5%6.7%0.2% 726,299,000714,608,00011,691,0005.9%6.4%0.5% 178,487,000290,690,000112,203,000 21,845,00021,439,000406,000 10,816,00014,082,0003,266,000 251,428,000196,031,00055,397,000 16.0%15.4%0.6% 42,622,0008,470,00034,152,000 5,731,340,0005,274,971,000456,369,0008,859,868,0003,494,390,0002,386,741,0002,157,270,000300,634,000250,898,000179,442,00090,493,0008,419,056,000440,812,000800,000,000 2,236,847,000 77781 94913 95941 1.21.222.3%24.3% 8,859,868,0007,015,322,0001,844,546,000929,256,0007,930,612,0006,004,216,0003,494,390,0002,049,891,000190,000,000179,442,00090,493,000 2,690,599,0001,896,587,000386,666,000344,548,00032,555,00027,342,0002,901,000 6,034,00047,708,00011,774,00010,692,000120,000,00029,616,0003,505,0006,093,00047,708,00010,634,00010,912,00060,000,00013,374,0002,807,000 14,778,000307,300,00033,000,000236,234,0008,116,0002,003,00063,000,00015,548,000679,464,00022,226,000186,754,000176,179,0006,932,000412,070,00023,000,000165,333,0005,117,00038,507,0006,118,0001,364,000144,000,00032,098,000779,194,00022,226,000167,268,000121,680,000 902,056,0001,093,333,00017.5% 26,357694 +—— (1)(2)(3) 1,50090 ESG 20212024 25.8923.57 William Chin 13.51(2) 20256276968 10%116,183,57910% 30% 1% 1.00 (i)(ii)(iii) 7,995,0000.69% 27,003,0002.32%121,181,57910.43% 86,183,57986,183,579 86,183,5791,162,321,9997.41% 12William Chin3William Chin4522.4013.446(i)30%(ii)30%(iii)(i)30%(ii)30%(iii)78(i)1%(ii)0.1% 409,400827,200 1ABCEFG 2ABCEFG 22 113,094,900112,892,450112,892,4509.71% 4.01% 895,0000.08% (1) (2) (i)(ii)(iii) (3) (4) (5) 10%1% (6) (i) (ii) (7) (8) (9) (i) (ii)(a)(b) (9) (10) (11) (i) (a)(b) (ii) (a) (b) (c)(d)(ii)(b) (12) 131.0516.44 2 350%50% 4(i)1%17.03D(1)(ii)0.1% 22 D226(2) 13%44%4020%68.5%2,8904.9%1,60024.4% S&P Global MobilitySUV8,9601.7% 15%40%++ + GLOCAL 336 11,162,402,999 2450,072,000750,000450,072,000750,000 3450,072,000 4XV23JPMorgan Chase & Co. XV XV352XV78C3 11,162,402,999 2750,000450,072,000450,072,000450,072,000 3(i)750,000(ii)30,000(iii)85,000750,000865,000 4(i)900,000(ii)90,000(iii)90,000900,0001,080,000 5William ChinWilliam Chin300,00050,00050,00050,000WilliamChin 6250,000150,000 XV 409,400827,200 895,0001,339,450692,550 886,000 C1 C.1.6 C.2.1 C.2.1 C3 •2410 PCBA 268,719,00032,121,000 46,302,00046,302,00046,302,000 (i)(ii)(iii) 10,244,000 62106343434 2410 34 • (i)(ii)(iii)(iv)(v) 116,199,35910%500,000,0005%886,00015,610,000 1. 3434 2. 21 3A. 3B. 4. 5. (i) (ii)52,174,0003,650,000 (iii)5182,829,000151,117,000 6. 50%27,452,000 7. 12 15% 8. 9. 0.435 10. (i) (ii) 11. 902,056,0001,093,223,000 32,117,0005,548,000 13019,292,00015,232,00019,292,00015,232,000 110,000 84,776,0008,851,000 6090 13. (i)A100,039,000 (ii) (iii)150,000,0001,073,015,0004,865,00030,338,000 26 a. 2,375,0007,347,000 b. 788,0001,671,0004,108,0005,994,000 c. 19,987,00011,322,00028,637,000 d. 203,000763,000 e. 812,000810,000 18. 11,912,264,00015,607,615,00011,593,004,00015,756,237,000 292,616,000925,143,000 19. 20. 21. 117,000,000120,779,000118,076,000 800,000,000800,000,000800,000,00093,000,00093,100,000893,100,000 22. 4.2830,000,00030%30%40%14.30 21.13 25,523,00010,430,000 8,520,000251,265,000222,075,0003,000,00057,944,00046,731,0002% i) 3,000,00050%3648 1,339,450 ii) 895,000 16.00 16.00 6,522,0004,411,000 1,500,000101,500,00030%30%40% 368,000995,000 23. 24. 25. 26. • • • 27,020,0005,654,000