（二）业绩预告情况 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内 容的真实性、准确性和完整性依法承担法律责任。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年9月30日。 （1）经财务部门初步测算，思特威（上海）电子科技股份有限公司（以下简称"公司"）预计2025年前 三季度实现营业收入610,000万元到650,000万元。与上年同期相比，将增加189,245万元到229,245万元， 增幅45%到54%。 （2）预计2025年前三季度实现归属于母公司所有者的净利润65,603万元到73,603万元。与上年同期相 比，将增加38,279万元到46,279万元，增幅140%到169%。 （3）预计2025年前三季度实现归属于母公司所有者的扣除非经常性损益的净利润为64,633万元到72,633 万元，与上年同期相比，将增加34,138万元到42,138万元，增幅112%到138%。如剔除股份支付费用的 影响，归属于母公司所有者的扣除非经常性损益的净利润为69,163万元到77,163万元。与上年同期相 比，将增加30,428万元到38,4 ...

Core Viewpoint - The company, Sitwei, anticipates significant revenue and profit growth in the first three quarters of 2025, driven by strong performance in the smartphone and automotive electronics sectors, as well as advancements in high-performance CMOS image sensor technology [1][2]. Group 1: Financial Performance - For the first three quarters of 2025, Sitwei expects revenue between 6.1 billion to 6.5 billion yuan, representing a year-on-year growth of 45% to 54% [1]. - The projected net profit for the same period is between 656 million to 736 million yuan, indicating a year-on-year increase of 140% to 169% [1]. - The company reported a revenue of 3.786 billion yuan in the first half of the year, with a year-on-year growth of 54.11%, and a net profit of 397 million yuan, reflecting a 164.93% increase [2]. Group 2: Business Segments - Sitwei's main business focuses on the research, design, and sales of high-performance CMOS image sensor (CIS) chips, which are widely used in various high-tech applications including security, machine vision, smartphones, automotive electronics, and industrial sensing [2]. - The smartphone sector has become a crucial growth driver for the company, with deepened collaborations with multiple clients and a broadening of product applications [3]. - The company has launched several 50-megapixel CMOS image sensor products for flagship smartphones, which offer high dynamic range, low noise, and low power consumption, enhancing image capture quality for mainstream smartphones [3]. Group 3: Market Trends - The global CIS market is projected to grow at a compound annual growth rate of 4.4%, increasing from 23.2 billion USD in 2024 to 30.1 billion USD by 2030, with smartphones remaining the largest downstream application [2]. - Continuous investment by smartphone manufacturers in imaging performance and rising consumer demands for high-quality photography and video are driving advancements in CIS technology [2].

Monetary Policy and Economic Measures - The People's Bank of China will continue to implement a moderately loose monetary policy, using various tools to ensure ample liquidity and support consumption and effective investment, while maintaining the stability of the RMB exchange rate [2] - The Ministry of Finance reported that national fiscal revenue for the first three quarters reached 16.39 trillion yuan, a year-on-year increase of 0.5%, with a notable growth of 2.5% in the third quarter [3] - The Ministry of Finance announced measures to consolidate and expand the economic recovery, including allocating 500 billion yuan from local government debt limits to support local governments, an increase of 100 billion yuan from the previous year [3] Trade and Regulatory Developments - The Ministry of Commerce and other departments have adjusted the duty-free shopping policy for Hainan, increasing the number of duty-free product categories from 45 to 47, effective November 1 [4] - The Ministry of Commerce, along with five other departments, issued guidelines to improve the overseas comprehensive service system for enterprises, providing support for international cooperation and competition [4] - The State Administration for Market Regulation and the Ministry of Industry and Information Technology are drafting regulations to strengthen supervision of smart connected and new energy vehicle recalls [10] Corporate Performance and Market Trends - The China Securities Regulatory Commission revised the Corporate Governance Code for listed companies, effective January 1, 2026, to enhance the regulation of directors and senior management [5] - A-share market saw a significant decline, with the Shanghai Composite Index dropping 1.95% to 3839.76 points, and the Shenzhen Component Index falling 3.04% [5] - Zijin Mining reported third-quarter revenue of 86.489 billion yuan, a year-on-year increase of 8.14%, and a net profit of 17.056 billion yuan, up 52.25% [6] Investment and Financing Activities - The number of new margin trading accounts opened in September reached 205,400, a year-to-date high, with a month-on-month increase of 12.24% [6] - The fund managed by Zhao Yi increased holdings in companies such as Enjie and Kuaishou while reducing positions in CATL and Tencent [7] - Coca-Cola is considering an IPO for its bottling business in India, potentially raising $1 billion and valuing the business at approximately $10 billion [23]

Major Announcements - Jinling Mining has decided to suspend the public transfer of 100% equity and debt of JG Mining due to the lack of qualified buyers during the second public listing phase [4] - Huibo Yuntong's controlling shareholder and actual controller have voluntarily committed not to reduce their holdings of the company's stock during a specific period, coinciding with the planned acquisition of Baode Computer Systems [5] - Weigao Blood Purification is planning to purchase 100% equity of Weigao Purui through a share issuance, with trading expected to be suspended from October 20, 2025 [6] - Ganfeng Lithium intends to transfer part of its equity in Shenzhen Yichu to introduce a strategic investor for 664 million yuan, which will result in Shenzhen Yichu no longer being included in the consolidated financial statements [7] - Sanhua Intelligent Control has raised the upper limit for its share repurchase price from 35.75 yuan to 60.00 yuan and extended the implementation period by two months [8] - Jingwei Huikai plans to acquire 100% equity of ZTE Systems for 850 million yuan, entering the private network communication sector [9] Performance Reports - Cambrian reported a third-quarter net profit of 567 million yuan, with a revenue increase of 1332.52% year-on-year [10] - Hikvision's third-quarter net profit grew by 20.31%, with revenues of 239.4 billion yuan [12] - Kewell's third-quarter net profit increased by 110.36%, with revenues of 14.5 million yuan [13] - Siwei Technology expects a net profit increase of 140% to 169% for the first three quarters, driven by strong smartphone sector performance [14] - Shentong Technology's third-quarter net profit surged by 452.62%, with revenues of 4.86 billion yuan [15] - Huayou Cobalt's net profit for the first three quarters increased by 39.59%, benefiting from integrated operations and rising cobalt prices [16] - Shenghui Integration reported a third-quarter net profit growth of 93.89% [17] - Jinshi Yaya expects a net profit increase of 48.99% to 83.95% for the first three quarters due to successful commercialization of R&D projects [18] - Haida Group's net profit for the first three quarters grew by 14.31%, and the company plans to spin off its subsidiary for a Hong Kong listing [19] - Hanlan Environment anticipates a net profit increase of approximately 15.85% for the first three quarters [20] - Haitong Development's net profit for the first three quarters decreased by 38.47% due to market price declines and rising operational costs [21] - Explorer expects a net profit decline of 64.62% to 70.51% for the first three quarters due to poor sales in outdoor business [22] - Guoji General's net profit for the third quarter decreased by 46.73% due to a decline in project revenue recognition [23] Major Contracts - Xinjiang Jiaojian has been awarded a construction project worth 556 million yuan [24] - Robotech signed a contract worth approximately 761 million yuan, representing about 68.83% of its 2024 revenue [25] - Shengshi Technology signed a contract for the Hunchun Port project worth 102 million yuan [26] Shareholding Changes - Youfa Group's director plans to reduce his holdings by up to 3.54 million shares [27] - Shengbang shares' controlling shareholder plans to reduce holdings by up to 1.28% [28] - Hunan Silver's major shareholder plans to reduce holdings by up to 2% [29] Share Buybacks - Tonghua Dongbao plans to repurchase shares worth 20 million to 40 million yuan [30] - Shenzhen New Star intends to raise its share repurchase price limit from 18 yuan to 30 yuan [31] Financing Activities - Changsha Bank has received approval to issue capital instruments not exceeding 12 billion yuan [32]

证券日报网讯10月17日晚间，思特威发布2025年前三季度业绩预告的自愿性披露公告称，公司预计2025 年前三季度归属于母公司所有者的净利润65，603万元到73，603万元。与上年同期相比，将增加38， 279万元到46，279万元，增幅140%到169%。 ...

Group 1 - The core viewpoint of the article highlights the significant year-on-year profit growth projections for several companies in the first three quarters [1] Group 2 - Company Sitaiwei expects a net profit increase of 140% to 169% year-on-year for the first three quarters [1] - Company Beifang expects a net profit increase of 56.90% to 70.74% year-on-year for the first three quarters [1] - Company Jinshiyao anticipates a net profit increase of 48.99% to 83.95% year-on-year for the first three quarters [1] - Company Hanlan Environment projects a net profit increase of 15.85% year-on-year for the first three quarters [1]

Core Viewpoint - The company, Sitway (688213.SH), anticipates a net profit attributable to shareholders to increase by 140% to 169% year-on-year for the first three quarters of 2025, driven by rising shipments of high-end CMOS image sensor (CIS) chips and improved profitability from product structure optimization and capacity utilization [1][4]. Group 1: Performance and Growth - The growth in performance is primarily attributed to the continuous increase in shipments of high-end CIS chip products [4]. - The company has accelerated its layout in niche markets such as automotive imaging, security monitoring, and industrial vision, launching several new high-performance CIS products that have gained wide recognition from domestic and international clients [4]. - The demand for CIS chips is expanding due to the rapid development of emerging applications like AI vision and intelligent driving, with the company’s high-pixel and low-power series products achieving mass production across multiple industries, further solidifying its market position [4]. Group 2: Industry Position and Future Strategy - As one of the leading domestic CIS companies, Sitway benefits from the recovery in sectors such as automotive electronics, security, and consumer electronics, highlighting the performance advantages of its products and broad growth potential [4]. - The company plans to continue increasing its R&D investment, enhancing the integration of AI vision algorithms and ISP technology, and promoting the domestic substitution process of high-end imaging chips to strengthen its core competitiveness [4].

Performance - Cambrian's Q3 revenue reached 1.727 billion yuan, a year-on-year increase of 1332.52%; net profit was 567 million yuan [1] - Hikvision's Q3 net profit grew by 20.31% year-on-year [5] - Sitaiwei's net profit for the first three quarters is expected to increase by 140% to 169% year-on-year [5] - Northern Heavy Industries anticipates a year-on-year net profit increase of 56.90% to 70.74% for the first three quarters [5] - Jintian's net profit for the first three quarters increased by 104.37% year-on-year [5] - Yingshi Network's Q3 net profit grew by 28.73% year-on-year [5] - Sankeshu's net profit for the first three quarters increased by 81.22% year-on-year, with a proposed dividend of 5 yuan per 10 shares [5] - Pianzaihuang's Q3 net profit decreased by 28.82% year-on-year [5] - Shentong Technology's Q3 net profit surged by 452.62% year-on-year [5] - Huayou Cobalt's net profit for the first three quarters increased by 39.59% year-on-year [5] - Guotou Power's Q3 power generation reached 47.891 billion kWh, a year-on-year decrease of 14.42% [5] - Rongbai Technology reported a Q3 net loss of 135 million yuan [5] - Zijin Mining's Q3 net profit increased by 52.25% year-on-year [5] - Haida Group's net profit for the first three quarters increased by 14.31%, planning to spin off its subsidiary Haida Holdings for a Hong Kong listing [5] Share Buybacks and Reductions - Fujirui plans to repurchase shares worth 10 million to 20 million yuan [3] - Tonghua Dongbao intends to repurchase shares worth 20 million to 40 million yuan [3] - Shenzhen New Star plans to adjust the maximum repurchase price to no more than 30 yuan per share [3] - Sanhua Intelligent Control has raised the maximum repurchase price and extended the implementation period [3] - Dayang Electric has also raised the maximum repurchase price and extended the implementation period [3] - Hunan Baiyin's controlling shareholder plans to reduce its stake by no more than 2% [5] - Shengbang shares' controlling shareholder plans to reduce its stake by no more than 1.28% [5] - Liandong Technology's actual controller plans to reduce its stake by no more than 2.9963% [5] - Juxing Agriculture's shareholder plans to reduce its stake by no more than 2% [5] - Aerospace Engineering's shareholders plan to reduce their stakes by no more than 6% [5] Contracts and Collaborations - Yongmaotai signed a strategic cooperation framework agreement with a leading humanoid robot company [3] - Xinjiang Jiaojian won a construction project worth 556 million yuan [4] - Jingjiawei signed a strategic cooperation agreement with Cangqiong Digital to create a fully domestic integrated solution [3] - Shengshi Technology signed a contract for a project worth 102 million yuan at Hunchun Port [3] - Robotech signed a contract worth approximately 761 million yuan, accounting for about 68.83% of the company's 2024 revenue [3] - Guangdong Construction's subsidiary signed a cooperation framework agreement with the Maoming Binhai New Area Management Committee [3] Mergers and Acquisitions - Jingwei Huikai plans to acquire 100% of Zhongxing System for 850 million yuan, entering the private network communication field [6] - Weigao Blood Purification intends to purchase 100% of Weigao Purui's shares, with stock trading suspended from October 20 [6] - GoerTek terminated its planned acquisition of Mia Precision Technology and Changhong Industrial [6] Financing - Changsha Bank received regulatory approval to issue capital instruments not exceeding 12 billion yuan [6]

Core Viewpoint - The company, Sitwei, has reported significant growth in revenue and net profit for the first three quarters of 2025, driven by breakthroughs in four key areas: smartphones, automotive electronics, smart security, and machine vision [3][4] Revenue Performance - The company expects to achieve revenue between 6.1 billion to 6.5 billion yuan from January 1 to September 30, 2025, representing an increase of 1.892 billion to 2.292 billion yuan compared to 4.208 billion yuan in the same period last year, with a growth rate of 45% to 54% [3] - The net profit attributable to the parent company is projected to be between 656 million to 736 million yuan, an increase of 383 million to 463 million yuan from 273 million yuan in the previous year, reflecting a growth rate of 140% to 169% [3] - The net profit excluding non-recurring gains and losses is expected to be between 646 million to 726 million yuan, an increase of 341 million to 422 million yuan year-on-year, with a growth rate of 112% to 138% [3] Key Growth Drivers - **Smartphone Sector**: The company has seen a surge in shipments of high-end products, particularly those based on LoficHDR®2.0 technology, which have gained market recognition due to their high dynamic range, low noise, and low power consumption [4] - **Automotive Electronics**: New generation products for intelligent driving have experienced significant year-on-year growth, enhancing the company's market share in the automotive CIS sector [4] - **Smart Security and Machine Vision**: The company has expanded its share in the professional security market with high-end products and has capitalized on opportunities in the emerging machine vision sector, leading to substantial revenue growth [4] - **Scale Effect**: The continuous expansion of revenue across various sectors has led to a notable improvement in profit margins, demonstrating a simultaneous advancement in revenue growth and profit quality [4]

Core Viewpoint - The company, Sitoway, anticipates significant growth in its performance for the first three quarters of 2025, with substantial increases in both revenue and net profit compared to the previous year [1][2]. Financial Performance - Expected revenue for the first three quarters of 2025 is projected to be between 6.1 billion to 6.5 billion yuan, representing an increase of 1.89 billion to 2.29 billion yuan, or a growth rate of 45% to 54% [1]. - The anticipated net profit for the same period is estimated to be between 656 million to 736 million yuan, an increase of 383 million to 463 million yuan, translating to a growth rate of 140% to 169% [1]. - The expected non-GAAP net profit is projected to be between 646 million to 726 million yuan, with an increase of 340 million to 421 million yuan, reflecting a growth rate of 112% to 138% [1]. Business Segments - In the smartphone sector, the company has deepened collaborations with multiple clients, leading to a significant increase in the shipment of high-end 50-megapixel products based on LoficHDR®2.0 technology [1][3]. - In the automotive electronics field, the company has seen a substantial rise in the shipment of products related to intelligent driving and in-cabin applications [2]. - The company has also experienced growth in the high-end security product segment and the emerging machine vision market, enhancing its profitability as revenue scales up [2]. Market Trends - The global CMOS image sensor (CIS) market is expected to grow at a compound annual growth rate of 4.4%, increasing from 23.2 billion USD in 2024 to 30.1 billion USD by 2030, with smartphones being the largest downstream application [3]. - Continuous investment by smartphone manufacturers in imaging performance is driving the development of the CIS market, as consumer demands for photo and video quality increase [3]. Stock Performance - The company's stock has shown a fluctuating upward trend throughout the year, with a recent price of 101.47 yuan per share, reflecting a year-to-date increase of over 30% [4].