Another strong export number for Malaysia in Aug; particularly China - Singapore and China were the main export destinations, contributing a combined 27.8 per cent to Malaysia’s total exports in August 2025. Singapore remained the top export destination, accounting for 14.7 per cent of total exports. Exports to Singapore were valued at RM19.4 billion, an increase of 2.7 per cent or RM509.8 million compared to the previous year. This growth was driven by higher exports of electrical & electronic products (+RM952.0 million, +10.9%) as well as machinery, equipment and parts (+RM255.2 million, +15.2%). Meanwhile, exports to the China, which made up 13.1 per cent of total exports, amounted to RM17.2 billion, up RM1.6 billion or 10.4 per cent. The increase was supported by higher exports of electrical & electronic products (+RM580.5 million, +10.2%) and metalliferous ores and metal scrap (+RM498.1 million, +106.7%). Among the top ten export destinations, positive export growth was recorded for Singapore, China, the European Union, Taiwan, Thailand, Viet Nam and Australia. In contrast, the United States, Hong Kong and Japan registered declines in August 2025.

投行报告小结：

1.下半年业绩持续看好
2.mi 系列机器推出升级版
3.smbu中国有两位新客户 预计明年盈利
4.韩国业务要重组 可惜发展3年了没有看到结果
5.马来西亚smbu新厂在计划中
6.smbu新材料反应好 占销量40%份额