乐鑫科技(688018) - 2024 Q2 - 季度业绩预告

Financial Performance - The estimated net profit attributable to the parent company for the first half of 2024 is approximately 151.64 million yuan, an increase of about 87.07 million yuan, representing a year-on-year growth of approximately 135%[2] - The estimated net profit attributable to the parent company after deducting non-recurring gains and losses is approximately 145.68 million yuan, an increase of about 91.75 million yuan, representing a year-on-year growth of approximately 170%[2] - The total profit for the same period last year was 50.18 million yuan, with a net profit attributable to the parent company of 64.57 million yuan[3] Growth Drivers - The main driver of growth is the increasing digitalization penetration across various downstream industries and the expanding global brand influence of the company[3] - New product categories (ESP32-S3, C2, and C3) are in a high growth phase, contributing to revenue growth[4] - The company is expanding its product matrix with differentiated features in new products, which will assist in entering new markets[4] Profitability and Expenses - The company’s gross profit margin is over 40%, achieving the preset target, which allows for rapid profit growth as revenue growth exceeds 20%[6] - The company’s R&D expenses are growing at a rate of approximately 20%[6] Forecast and Data Accuracy - There are no significant uncertainties affecting the accuracy of the performance forecast[7] - The data provided is preliminary and the final financial data will be disclosed in the official 2024 semi-annual financial report[8]