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 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [2] Core Views - The company has shown significant revenue growth driven by high demand in the smartphone, automotive, and security sectors, with a revenue increase of 137.33% year-on-year for the first three quarters of 2024 [3][4] - The company successfully opened a second growth curve in the smartphone sector, with high-end 50MP products contributing over 50% of revenue in this segment [5][6] Financial Performance - For the first three quarters of 2024, the company achieved a revenue of 42.08 billion yuan, with a net profit of 2.73 billion yuan, reflecting a year-on-year increase of 517.32% [3][4] - The third quarter of 2024 saw a revenue of 17.51 billion yuan, up 150.04% year-on-year, and a net profit of 1.23 billion yuan, marking a staggering increase of 14181.63% year-on-year [3][4] - The company is projected to achieve revenues of 60.82 billion yuan, 82.36 billion yuan, and 111.52 billion yuan for the years 2024, 2025, and 2026 respectively, with corresponding net profits of 4.2 billion yuan, 8.2 billion yuan, and 15.0 billion yuan [6][8] Market Position - The company has increased its market share in the smartphone sector, benefiting from the trend of high-end product localization among domestic manufacturers [4][5] - The global CIS market is expected to grow from 21.3 billion USD in 2022 to 29 billion USD in 2028, with the smartphone CIS market projected to grow from 13.5 billion USD to 16.7 billion USD during the same period [4]

688213.SH 买入 原评级：买入 市场价格:人民币 67.64 板块评级:强于大市 股价表现 (21%) (3%) 16% 34% 52% 70% Oct-23Nov-23Jan-24Feb-24Mar-24Apr-24May-24Jun-24Jul-24Aug-24Sep-24Oct-24 | --- | --- | --- | --- | --- | |-------------------------------------------|-----------------------------|-----------------------------------|------------------------|-----------------------| | 思特威 -W \n(%) \n绝对 \n相对上证综指 | \n今年 至今 \n21.8 \n10.4 | 上证综指 \n1 个月 \n55.4 \n41.5 | 3 个月 \n26.9 \n12.6 | 12 个月 \n61.8 \n50.9 | | 发行股数 ( 百万 ) | | | | 400.01 | | 流通股 ( 百万 ) ...

思特威-W（688213.SH）2024 年三季报点评 [盈利预测与财务指标 Table_Forcast] 业绩持续高增，手机 CIS 表现亮眼 2024 年 10 月 28 日 ➢ 事件：思特威 10 月 25 日晚发布 2024 年三季报，2024 年前三季度，公司 实现收入 42.08 亿元，同比增长 137.33%，实现归母净利润 2.73 亿元，同比增 长 517.32%，扣非归母净利润 3.05 亿元，同比增长 608.89%。对应 3Q24 单季 度，公司实现收入 17.51 亿元，同比增长 150.04%，环比增长 8.1%，实现归母 净利润 1.23 亿元，同比增长 14181.63%，环比下滑 9.09%，扣非归母净利润 1.52 亿元，同比增长 3642.4%，环比增长 14.65%。 ➢ 智能手机业务持续高增，开拓第二增长曲线。2024 年前三季度，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，带动公司 收入规模大幅增长。在智慧安防领域，公司新推出的迭代产品具备更优异的性能 和竞争力，产品销量有较大的上升，销售收入增加较为显著；在智能手机领域， 公司应用于旗舰 ...

上 市 公 司 证 券 研 究 报 告 电子 2024 年 10 月 27 日 思特威 (688213) ——单季度营收持续新高，高阶智能手机产品快速放量 | --- | --- | |-----------------------------|-------------------------------| | 市场数据： | 2024 年 10 月 25 日 | | 收盘价（元） | 67.64 | | 一年内最高 / 最低（元） | 82.00/32.98 | | 市净率 | 7.0 | | 息率（分红/股价） | 0.24 | | 流通 A 股市值（百万元） | 21,727 | | 上证指数/深证成指 | 3,299.70/10,619.85 | | --- | --- | |------------------------------|-------------------------------| | | | | | | | 基础数据 : | 2024 年 09 月 30 日 | | 每股净资产（元） | 10.10 | | 资产负债率 % | 49.05 | | 总股本/流通 A 股（百万） ...

证券代码：688213 证券简称：思特威 公告编号：2024-043 思特威（上海）电子科技股份有限公司 关于公司2024年前三季度计提资产减值准备的公告 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。 一、 2024 年前三季度计提资产减值准备情况概述 根据《企业会计准则》及思特威（上海）电子科技股份有限公司（以下简称 "公司"）会计政策、会计估计的相关规定，为了真实、准确地反映公司 2024 年 9 月 30 日的财务状况和 2024 年前三季度的经营成果，基于谨慎性原则，公司对 截至 2024 年 9 月 30 日合并报表范围内的相关资产进行了减值测试并计提了相 应的资产减值准备。 2024 年前三季度，公司确认资产减值损失和信用减值损失共计 5,675.11 万 元，具体如下： 单位：人民币万元 | 项目 | 计提金额 | 备注 | | --- | --- | --- | | 信用减值损失 | -636.39 | 应收账款坏账准备转回 | | 资产减值损失 | 6,311.50 | 存货跌价准备计提 | | 合计 ...

Financial Performance - The company's operating revenue for Q3 2024 reached ¥1,750,661,093.98, representing a 150.04% increase year-over-year[2] - Net profit attributable to shareholders for Q3 2024 was ¥123,436,625.92, showing a significant increase of 14,181.63% compared to the same period last year[2] - The net profit attributable to shareholders after deducting non-recurring gains and losses was ¥152,405,825.01, an increase of 3,642.40% year-over-year[2] - Total operating revenue for the first three quarters of 2024 reached ¥4,207,550,618.14, a significant increase from ¥1,772,865,288.60 in the same period of 2023, representing a growth of approximately 137.4%[16] - Operating profit for the first three quarters of 2024 was ¥292,629,177.14, a turnaround from a loss of ¥109,404,587.37 in the same period of 2023[16] - The company reported a net profit of ¥287,037,983.91 for the first three quarters of 2024, a significant improvement from a loss in the same period of 2023[16] - The net profit for Q3 2024 was approximately ¥273.24 million, a significant increase compared to a net loss of ¥65.47 million in the same period last year[17] - Total comprehensive income for Q3 2024 reached approximately ¥269.53 million, contrasting with a total comprehensive loss of ¥51.40 million in Q3 2023[17] Research and Development - Research and development expenses totaled ¥122,498,297.11 for Q3 2024, reflecting a 67.48% increase compared to the same period last year[3] - Research and development expenses for the first three quarters of 2024 amounted to ¥321,173,806.01, up from ¥213,962,173.65 in 2023, reflecting a growth of approximately 50.0%[16] Assets and Liabilities - The total assets of the company at the end of Q3 2024 amounted to ¥7,932,603,389.16, a 29.07% increase from the end of the previous year[3] - Total assets as of the end of the reporting period were ¥7,932,603,389.16, compared to ¥6,145,747,448.32 at the end of the previous year, marking an increase of about 29.1%[14] - Total liabilities reached ¥3,891,094,055.75, up from ¥2,404,795,552.29, representing an increase of approximately 62.0%[14] - Non-current assets totaled ¥1,778,360,669.51, compared to ¥1,499,341,719.73 in the previous year, indicating a growth of about 18.7%[14] - Short-term borrowings increased to ¥2,526,602,753.26 from ¥1,377,574,412.05, reflecting a rise of approximately 83.3%[14] Shareholder Information - The company’s total equity attributable to shareholders was ¥4,041,509,333.41, an increase of 8.03% from the previous year[3] - The total number of common shareholders at the end of the reporting period is 7,794[8] - The largest shareholder, Xu Chen, holds 54,828,443 shares, representing 13.71% of total shares[9] - The top ten shareholders collectively hold a significant portion of the company's shares, with the largest holding being 13.71%[9] - There are no changes in the top ten shareholders due to margin trading activities during the reporting period[12] - The company has not engaged in any financing or margin trading activities involving its shares[12] Cash Flow - The net cash flow from operating activities for the year-to-date was -¥613,988,878.97, a decrease of 170.60% compared to the same period last year[2] - Cash flow from operating activities for the first nine months of 2024 was approximately ¥4.77 billion, a substantial increase from ¥1.93 billion in the same period of 2023[19] - The net cash flow from operating activities for the first nine months of 2024 was negative at approximately -¥613.99 million, compared to a positive cash flow of ¥869.66 million in the same period last year[19] - Cash flow from investing activities resulted in a net outflow of approximately -¥437.47 million for the first nine months of 2024, compared to -¥386.09 million in the same period of 2023[21] - Cash flow from financing activities generated a net inflow of approximately ¥1.19 billion in the first nine months of 2024, compared to a net outflow of -¥756.46 million in the same period last year[21] Inventory and Receivables - Accounts receivable decreased to ¥775.38 million from ¥1,025.94 million year-over-year[12] - Inventory increased significantly to ¥3.23 billion from ¥2.28 billion, indicating a growth of approximately 42%[12] - The total current assets as of September 30, 2024, are approximately ¥6.15 billion, up from ¥4.65 billion at the end of 2023[12] Earnings Per Share - The basic and diluted earnings per share for Q3 2024 were both ¥0.68, recovering from a loss of ¥0.16 per share in Q3 2023[17] Other Comprehensive Income - The company reported a decrease in other comprehensive income attributable to the parent company of approximately -¥3.71 million in Q3 2024, compared to an increase of ¥14.08 million in Q3 2023[17] Cash and Cash Equivalents - The company's cash and cash equivalents as of September 30, 2024, amount to approximately ¥849.76 million, an increase from ¥717.58 million at the end of 2023[12] - The total cash and cash equivalents at the end of Q3 2024 amounted to approximately ¥822.84 million, an increase from ¥523.14 million at the end of Q3 2023[21]

股 票 研 究 ——思特威业绩预告点评 50M CIS 渗透率逐步提升，深度受益大客户放量 思特威-W(688213) 电子元器件 [Table_Industry] /信息科技 | --- | --- | --- | --- | |----------|-----------------------------------|----------------------------|---------------------------| | | | | | | | [table_Authors] 舒迪 ( 分析师 ) | 陈豪杰 ( 分析师 ) | 王美懿 ( 研究助理 ) | | | 021-38676666 | 021-38038663 | 021-38031385 | | | shudi@gtjas.com | chenhaojie026733@gtjas.com | wangmeiyi029955@gtjas.com | | 登记编号 | S0880521070002 | S0880524080009 | S0880124070042 | 本报告导读： 公司 Q3 业绩环增基本符合预期，净利润增速主要 ...

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