Group 1: Financial Performance - In the first three quarters of 2024, the company achieved operating revenue of 420,755.06 million yuan, an increase of 137.33% compared to the same period last year [3] - In Q3 2024, the company recorded a single-quarter operating revenue of 175,066.11 million yuan, up 150.04% year-on-year and 8.10% quarter-on-quarter [3] - The net profit attributable to shareholders for the first three quarters of 2024 was 27,323.78 million yuan, an increase of 33,871.24 million yuan year-on-year [4] Group 2: Revenue Growth Drivers - Revenue growth in Q3 2024 was driven by significant increases in the smartphone, automotive electronics, and smart security sectors [3] - In the smart security field, the launch of new iterative products with superior performance led to a notable increase in sales revenue [3] - The smartphone sector saw a substantial rise in shipments of high-end 50 million pixel products, contributing to significant revenue growth [3] Group 3: Share Buyback and Corporate Strategy - From October 11, 2024, to November 22, 2024, the company repurchased 297,803 shares, representing 0.07% of the total share capital of 400,010,000 shares [4] - The highest repurchase price was 69.95 yuan per share, the lowest was 64.34 yuan per share, and the average repurchase price was 67.29 yuan per share, with a total expenditure of 20,038,564.14 yuan [4] - The company aims to maintain a three-pronged development strategy focusing on smart security, smartphones, and automotive electronics, while enhancing R&D investment and optimizing product offerings [5]

证券代码：688213 证券简称：思特威 公告编号：2024-046 思特威（上海）电子科技股份有限公司 关于股份回购实施结果暨股份变动的公告 购价格不超过 79 元/股（含），回购期限自 2024 年第一次临时股东大会审议通过本 次回购方案之日起 12 个月内。具体内容详见公司于 2024 年 8 月 24 日刊登在上海 证券交易所网站（www.sse.com.cn）的《关于以集中竞价交易方式回购股份的回购 报告书》（公告编号：2024-029）。 二、 回购实施情况 1、2024 年 10 月 11 日，公司首次实施本次回购股份，具体内容详见公司于 2024 年 10 月 14 日刊登在上海证券交易所网站（www.sse.com.cn）的《关于以集中 竞价交易方式首次回购公司股份的公告》（公告编号：2024-041）。 2、截至本公告披露日，公司已完成本次股份回购。公司通过上海证券交易所 交易系统以集中竞价交易方式已实际回购公司股份 297,803 股，占公司总股本 400,010,000 股的比例为 0.07%，回购成交的最高价为 69.95 元/股，最低价为 64.34 元/股，回购均价 67.29 ...

《科创板日报》11月20日讯（记者 邱思雨） 今日（11月20日），思特威举办三季度业绩说明会。 受益于消费电子行业复苏，今年前三季度，该公司业绩实现较大幅度增长，前三季度实现归母净利润 2.73亿元。其中，第三季度归母净利润1.23亿元，同比增超141倍。 该公司董事长、总经理徐辰在业绩会上表示："公司在智能手机、汽车电子和智慧安防三大应用领域的 出货均取得较高的增速，带动收入规模大幅增长。" 从手机端来看，据悉公司应用于旗舰手机主摄、广角、长焦和前摄镜头的数颗高阶5000万像素产品出货 量大幅上升。对于该款产品优势，徐辰对《科创板日报》记者介绍道："公司高端手机产品以其高动态 范围、超低噪声、精准对焦、低功耗等优势带动出货量大幅上升。" 与此同时，思特威还表示，公司与客户的合作全面加深、产品能够满足更多的应用需求，市场占有率持 续提升，带动公司在智能手机领域的营收显著增长。 值得一提的是，随着本土高端CIS产品在手机端的渗透率逐步提升，越来越多的定制化需求涌现。就该 方面，徐辰对记者提到："公司与终端客户建立了合作关系，深入参与客户的产品方案设计，并落实到 产品定制和开发中，根据客户持续更新的需求，通过快 ...

证券代码：688213 证券简称：思特威 思特威（上海）电子科技股份有限公司 投资者关系活动记录表 编号：2024-11-3 | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |--------------|--------------------------------------------------------|----------------------------------------------------|-------|-------|-------|-------|-------|-------|-------| | | | | | | | | | | | | | R | 特定对象调研 £分析师会议 | | | | | | | | | | | | | | | | | | | | 投资者关系 | £ 媒体采访 £业绩说明会 £新闻发布会 R | 路演活动 | | | | | | | | | 活动类别 | £ 现场参观 | | | | | | | | | | | £ | 其他（请文字说明其他活动内容） | | | | ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating a strong expectation of performance relative to the market [6]. Core Insights - The company achieved a significant milestone by exceeding 100 million units shipped in a single month for its CIS products, marking its entry into the top tier of mobile CIS manufacturers [6]. - Revenue from security and mobile sectors saw substantial growth, with the smartphone market successfully opening a second growth curve for the company [6]. - The company has accelerated the mass production of high-end mobile products, with its CIS products covering mainstream market demands from 8M to 50M pixels, positioning it to become the largest business segment in 2024 [6]. - New security products have enhanced performance and competitiveness, with a comprehensive product matrix covering various industrial applications [6]. - The profit forecast has been revised upwards, with expected net profits for 2024-2026 projected at 416 million, 780 million, and 1.262 billion yuan respectively, reflecting a significant increase from previous estimates [6]. Financial Summary - Total revenue for 2023 is projected at 2.857 billion yuan, with a year-on-year growth rate of 15.1%. For 2024, revenue is expected to reach 5.746 billion yuan, representing a growth rate of 101.1% [9]. - The net profit for 2024 is forecasted at 416 million yuan, a dramatic increase from 14 million yuan in 2023, with a year-on-year growth rate of 2,829.6% [9]. - The gross margin is expected to improve from 20.0% in 2023 to 21.9% in 2024, indicating enhanced profitability [9].

证券代码：688213 证券简称：思特威 公告编号：2024-045 思特威（上海）电子科技股份有限公司 关于召开 2024 年第三季度业绩说明会的公告 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。 重要内容提示： 会议召开时间：2024 年 11 月 20 日（星期三）上午 10:00-11:00 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2024 年 11 月 13 日（星期三）至 11 月 19 日（星期二）16:00 前登 录上证路演中心网站首页点击 " 提问预征集 " 栏目或通过公司邮箱 ir@smartsenstech.com 进行提问。公司将在说明会上对投资者普遍关注的问题进 行回答。 思特威（上海）电子科技股份有限公司（以下简称"公司"）已于 2024 年 10 月 26 日发布公司《2024 年第三季度报告》，为便于广大投资者更全面深入地了 解公司 2024 年第三季度经营成果、财务状况 ...

Group 1: Financial Performance - In the first three quarters of 2024, the company achieved operating revenue of CNY 420,755.06 million, an increase of 137.33% compared to the same period last year [2] - The net profit attributable to shareholders for the same period was CNY 27,323.78 million, representing a year-on-year increase of CNY 33,871.24 million [2] - The net profit after deducting non-recurring gains and losses was CNY 30,494.83 million, showing significant growth [2] Group 2: Share Buyback - As of October 31, 2024, the company has repurchased a total of 297,803 shares, accounting for 0.07% of the total share capital of 400,010,000 shares [3] - The highest price for the repurchased shares was CNY 69.95 per share, while the lowest price was CNY 64.34 per share, with a total expenditure of CNY 20,038,564.14 (excluding transaction fees) [3] Group 3: Business Model and R&D - The company operates under a Fabless model, focusing on the R&D, design, and sales of CMOS image sensors while outsourcing wafer production and packaging [3] - In the first three quarters of 2024, the R&D investment amounted to CNY 32,117.38 million, reflecting the company's commitment to high-quality and intelligent video solutions [4]

证券代码：688213 证券简称：思特威 思特威（上海）电子科技股份有限公司 投资者关系活动记录表 编号：2024-11-1 | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |----------------|----------------------------------|-------|------------------------------------------------------------|-------|-------|-------|--------------|-------|--------------|-------| | | | | | | | | | | | | | | R | | 特定对象调研 £分析师会议 | | | | | | | | | | | | | | | | | | | | | 投资者关系 | £ £新闻发布会 R | | 媒体采访 £业绩说明会 路演活动 | | | | | | | | | 活动类别 | £ 现场参观 | | | | | | | | | | | | £ ...

证券代码：688213 证券简称：思特威 公告编号：2024-044 思特威（上海）电子科技股份有限公司 关于以集中竞价交易方式股份回购进展公告 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。 重要内容提示： 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》的相关规定，公司在回购期间，应当在每个月的前 3 个交易日内 公告截至上月末的回购进展情况。现将公司回购股份进展情况公告如下： 2024 年 10 月，公司通过上海证券交易所交易系统以集中竞价交易方式已累计 回购公司股份 297,803 股，占公司总股本 400,010,000 股的比例为 0.07%，回购成 交的最高价为 69.95 元/股，最低价为 64.34 元/股，支付的资金总额为人民币 20,038,564.14 元（不含印花税、交易佣金等交易费用）。 截至 2024 年 10 月 31 日，公司已通过上海证券交易所交易系统以集中竞价交 易方式累计回购公司股份 297,803 股，占公司总股本 400,010,000 股 ...

证券代码：688213 证券简称：思特威 思特威（上海）电子科技股份有限公司 投资者关系活动记录表 编号：2024-10-1 | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |----------------|------------------------------------------------------------|--------------------------------|-------|-------|-------|-------|-------|-------|-------|-------| | | | | | | | | | | | | | | R | 特定对象调研 £分析师会议 | | | | | | | | | | 投资者关系 | £ 媒体采访 £业绩说明会 | | | | | | | | | | | 活动类别 | £新闻发布会 R | 路演活动 | | | | | | | | | | | £ 现场参观 | | | | | | | | | | | | £ | 其他（请文字说明其他活动内容 ...