泰凌微(688591) - 2025 Q1 - 季度业绩预告(更正)

Financial Performance - The company expects Q1 2025 revenue to be approximately 230 million CNY, an increase of about 69 million CNY or 43% year-over-year[2] - The estimated net profit attributable to the parent company for Q1 2025 is around 35 million CNY, representing an increase of approximately 39.41 million CNY or 894% year-over-year, achieving a turnaround from loss to profit[2] - The net profit excluding non-recurring gains and losses is projected to be about 34 million CNY, up approximately 38.94 million CNY or 788% year-over-year, also achieving a turnaround from loss to profit[2] - The company anticipates a net profit of approximately 46 million CNY after excluding stock payment expenses and related tax impacts, which would be an increase of about 48.58 million CNY or 1883% year-over-year[2] - The estimated net profit margin for this period is around 15%, significantly higher than the 11.4% net profit margin for the entire year of 2024[2] - The company achieved its best-ever quarterly financial performance, with both sales and net profit reaching historical highs for Q1[6] Revenue Growth Drivers - The growth in revenue is attributed to increased digitalization and smart technology penetration in downstream industries, with significant sales increases in the IoT connection market and audio market[6] - New product lines, including Matter over Thread products and BLE 6.0 Channel Sounding chips, have begun mass shipments to leading global clients[7] - The company has launched new AI chips that are being adopted by major domestic industry clients, contributing to revenue growth[7] - The company maintains a high level of R&D investment while benefiting from economies of scale due to rapid sales growth, leading to a significant increase in net profit margin[6]