证券代码：688213 证券简称：思特威 公告编号：2024-020 思特威（上海）电子科技股份有限公司 关于收到公司实际控制人、董事长、总经理提议公司 回购股份的提示性公告 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： 思特威（上海）电子科技股份有限公司（以下简称"公司"）董事会于 2024 年 7 月 26 日收到公司实际控制人、董事长、总经理徐辰先生《关于提议思特威 （上海）电子科技股份有限公司回购公司股份的函》。徐辰先生提议公司使用自 有资金通过上海证券交易所交易系统以集中竞价交易方式回购公司已发行的部分 人民币普通股（A 股）股份，具体内容如下： 一、提议人的基本情况及提议时间 1、提议人：公司实际控制人、董事长、总经理徐辰先生。 2、提议时间：2024 年 7 月 26 日。 二、提议人提议回购股份的原因和目的 基于对公司未来发展的信心和对公司价值的认可，为维护广大投资者利益， 增强投资者对公司的投资信心，促进公司长远、稳定、可持续发展，结合公司经 营情况及财务状况等因素，徐辰先生提议公司使用 ...

中国国际金融股份有限公司 关于思特威（上海）电子科技股份有限公司股东 向特定机构投资者询价转让股份相关资格的核查意见 中国国际金融股份有限公司（以下简称"中金公司"）受思特威（上海）电 子科技股份有限公司（以下简称"思特威"）股东 Brizan China Holdings Limited （以下简称"Brizan Holdings"）、Forebright Smart Eyes Technology Limited（以下 简称"Forebright Smart Eyes"）、共青城思智威科技产业投资合伙企业（有限合伙） （以下简称"共青城思智威"）（上述 3 名股东以下合称"出让方"）委托，组织 实施本次思特威首发前股东向特定机构投资者询价转让（以下简称"本次询价转 让"）。 根据《关于在上海证券交易所设立科创板并试点注册制的实施意见》《科创 板上市公司持续监管办法（试行）》《上海证券交易所科创板股票上市规则》《上 海证券交易所科创板上市公司自律监管指引第 4 号——询价转让和配售》（以下 简称"《询价转让和配售指引》"）等相关规定，中金公司对参与本次询价转让股 东的相关资格进行了核查。 本次询价转让的委托 ...

证券代码：688213 证券简称：思特威 公告编号：2024-019 思特威（上海）电子科技股份有限公司 股东询价转让计划书 Brizan China Holdings Limited（以下简称"Brizan Holdings"）、Forebright Smart Eyes Technology Limited（以下简称"Forebright Smart Eyes"）、共青城思智威科 技产业投资合伙企业（有限合伙）（以下简称"共青城思智威"）保证向思特威（上 海）电子科技股份有限公司（以下简称"公司"）提供的信息内容不存在任何虚假 记载、误导性陈述或者重大遗漏，并对其真实性、准确性和完整性依法承担法律 责任。 （二）关于出让方是否为公司控股股东、实际控制人、持股 5%以上的股东、 董事、监事及高级管理人员 本次询价转让的出让方 Brizan Holdings、Forebright Smart Eyes 为公司持股 5%以上的股东，非控股股东、实际控制人，其中公司董事高秉强通过 Brizan Holdings 间接持有公司股份，公司董事路峰通过 Forebright Smart Eyes 间接持有 公司股份。 ...

Group 1: Financial Performance - The company expects to achieve a revenue of 240,000 to 250,000 million yuan for the first half of 2024, an increase of 132,729 to 142,729 million yuan compared to the same period last year, representing a growth rate of 124% to 133% [3] - The projected net profit attributable to the parent company for the first half of 2024 is between 13,500 to 15,500 million yuan, an increase of 20,134 to 22,134 million yuan compared to the previous year [3] Group 2: Growth Drivers - The growth in revenue is attributed to the launch of new iterative products in the smart security field, which have improved performance and competitiveness, leading to a significant increase in sales volume [4] - The company has successfully opened a second growth curve in the smartphone sector, with a notable increase in revenue driven by high-end 50 million pixel products shipped for flagship smartphones [4] Group 3: Competitive Advantages - The company's products are widely used in various applications, including smart security, automotive electronics, and consumer electronics, driving the advancement of smart living [5] - The company has established a comprehensive layout with FSI-RS, BSI-RS, and GS series products, enabling it to compete effectively with leading CMOS image sensor manufacturers [5] Group 4: Future Strategy - The company aims to enhance its product series and application areas, strengthen talent development, and improve research and development efficiency to maintain close ties with downstream applications and customers [6] - Continuous improvement of product performance and user experience is a priority to increase market share and brand influence [7]

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:2024-7-4 R 特定对象调研 £分析师会议 £媒体采访 £业绩说明会 投资者关系 £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) 参与单位名称 东吴基金、东证资管、中信资管、中加基金、中庚基金、中欧 基金、中海基金、中银基金、中银证券、丹羿投资、信达澳亚 基金、利位投资、华富基金、华泰保兴基金、华泰柏瑞基金、 华泰证券自营、华泰证券资管、嘉合基金、国华兴益资管、国 泰基金、复胜资产、天风证券、太平基金、太平资产、宝盈基 金、富国基金、弘毅远方基金、惠升基金、新华基金、新华资 产、朱雀基金、永赢基金、汐泰投资、泓澄投资、浙商基金、 浦银安盛基金、淡水泉、申万菱信基金、蜂巢基金、西部利得 基金、西部证券、达诚基金、鑫元基金、长城证券、摩根华鑫 基金、雷钧资产、德邦证券、民生基金、东财基金、国金基 金、平安资管、银河证券、华福证券、淳厚基金、浦银安盛基 金、高毅资产、安信基金、星石投资、东方红资管、兴银基金 时间 2024 年 7 月 18 日-7 月 19 日 地点 ...

Investment Rating - The report maintains a "Buy" rating for the company [6] Core Insights - The company is expected to report revenue of 24-25 billion yuan for the first half of 2024, representing a year-on-year increase of 124%-133%, with a net profit of 1.35-1.55 billion yuan, indicating a turnaround from losses [6] - The smartphone market has opened a second growth curve for the company, with significant increases in shipments of high-end 50MP products for flagship smartphones, particularly in the XS series [6] - The company has accelerated mass production of high-end smartphone products, with expectations to become the largest main business in 2024 [6] - The security product line has seen improved performance and competitiveness, with a notable increase in sales revenue due to a recovery in market demand [6] - The profit forecast has been raised, with expected net profits of 3.82 billion, 6.1 billion, and 8.01 billion yuan for 2024, 2025, and 2026 respectively, reflecting a significant upward adjustment [6] Financial Summary - The company reported total revenue of 2,857 million yuan in 2023, with projected revenues of 4,938 million yuan in 2024, 5,823 million yuan in 2025, and 6,574 million yuan in 2026, indicating a growth rate of 72.8% for 2024 [8][9] - The net profit for 2023 was 14 million yuan, with projections of 382 million yuan in 2024, 610 million yuan in 2025, and 801 million yuan in 2026, showing a staggering year-on-year growth of 2,585.2% for 2024 [8][9] - The gross margin is expected to improve from 20.0% in 2023 to 25.6% by 2026, indicating enhanced profitability [8]

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:2024-7-3 R 特定对象调研 £分析师会议 £媒体采访 £业绩说明会 投资者关系 £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) 民生证券、兴业基金、申万宏源证券、华西证券、华鑫证券、 参与单位名称 汇添富基金、中信建投、人保资产、和谐汇一、长城基金 时间 2024 年 7 月 16 日-7 月 17 日 地点 线下交流、线上交流 上市公司接待人 孟亚文、李烨陶 员姓名 投资者关系活动 围绕公司近期的发展情况,公司管理层与投资者进行了充 主要内容介绍 分交流,主要涉及以下方面: 1、公司 2024 年半年度业绩情况: 答:经财务部门初步测算,公司预计 2024 年半年度实现营 业收入 240,000 万元到 250,000 万元,与上年同期相比,将增加 132,729 万元到 142,729 万元,增幅 124%到 133%。预计 2024 年 半年度实现归属于母公司所有者的净利润 13,500 万元到 15,500 万元,与上年同期相比,将增加 20,134 万 ...

思特威-W 电子 | 证券研究报告 — 调整盈利预测 2024 年 7 月 17 日 688213.SH 买入 原评级:买入 市场价格:人民币 56.74 板块评级:强于大市 股价表现 (32%) (23%) (14%) (5%) 4% 13% Jul-23Aug-23Sep-23Oct-23Nov-23Dec-23Jan-24Mar-24Apr-24May-24Jun-24Jul-24 思特威-W 上证综指 2024H1 预告大超市场预期,手机高阶 CIS 厚积薄发 | --- | --- | --- | --- | --- | --- | --- | --- | |---------------------------------------------------------------------|-------|----------------------------------------------------------------------------------------------------------------------------|--------------------- ...

Investment Rating - The report maintains a "Buy" rating for the company [1] Core Views - The company is expected to achieve revenue of 2.4 to 2.5 billion yuan in the first half of 2024, representing a year-on-year increase of 124% to 133%. The forecasted net profit attributable to shareholders is between 135 to 155 million yuan, indicating a significant turnaround from a loss in the previous year [4][5] - In Q2 2024, the company anticipates revenue of 1.563 to 1.663 billion yuan, a year-on-year increase of 153% to 169%, and a quarter-on-quarter increase of 87% to 99%. The net profit for Q2 is expected to be between 121 to 141 million yuan, with a net profit margin projected to be between 7.3% and 9.0%, a substantial increase from 1.67% in Q1 2024 [4][5] - The growth in revenue and profit is primarily driven by the recovery in the smart security and smartphone sectors, with new product launches enhancing competitiveness and market demand [5] Financial Performance Summary - The company forecasts revenues of 5.767 billion yuan, 7.449 billion yuan, and 9.222 billion yuan for 2024, 2025, and 2026 respectively, with net profits expected to be 427 million yuan, 626 million yuan, and 838 million yuan for the same years [6][9] - The gross margin is projected to improve from 20.0% in 2023 to 24.3% in 2024, and further to 25.2% by 2026 [7][9] - The company has introduced several new products in 2024, including a 50MP camera sensor, which is expected to support continued growth in the smartphone CIS business [5][6] Investment Recommendations - Based on the strong performance in H1 2024, the report revises the profit forecasts upward for 2024-2026, with corresponding price-to-earnings ratios of 53, 36, and 27 times [5][6]

Financial Performance Forecast - The company expects to achieve operating revenue of between 240,000 and 250,000 thousand yuan for the first half of 2024, representing an increase of 124% to 133% compared to the same period last year[1] - The projected net profit attributable to the parent company for the first half of 2024 is between 13,500 and 15,500 thousand yuan, an increase of 20,134 to 22,134 thousand yuan year-over-year[1] - The expected net profit attributable to the parent company after deducting non-recurring gains and losses is estimated to be between 13,750 and 15,750 thousand yuan, reflecting an increase of 20,150 to 22,150 thousand yuan compared to the previous year[1] - The performance forecast is based on preliminary calculations by the company's financial department and has not been audited by registered accountants[1] - The company has not identified any major uncertainties that could affect the accuracy of the performance forecast[2] - Investors are advised to pay attention to investment risks as the forecast data is preliminary and subject to change upon the official report release[2] Sales and Market Performance - The company reported a significant increase in sales revenue due to improved product performance and market demand recovery in the smart security sector[2] - In the smartphone sector, the company saw a substantial rise in shipments of its high-end 50 million pixel products, contributing to significant revenue growth and an enhanced market share[2] - The company has successfully established a second growth curve in the smartphone sector through deepened cooperation with clients[2] - The net profit margin has significantly improved due to the substantial growth in revenue scale[2]