北斗星通(002151) - 2025 Q2 - 季度业绩预告

Performance Forecast Overview The company forecasts H1 2025 net profit attributable to shareholders to be RMB 1-1.5 million, achieving a turnaround from a prior-year loss, with significant year-on-year growth despite a narrowed non-recurring loss Performance Forecast Summary | Item | Current Period (2025 H1) | Prior Period (2024 H1) | Year-on-Year Change | | :--- | :--- | :--- | :--- | | Net Profit Attributable to Shareholders | Profit: RMB 1 million – RMB 1.5 million | Loss: RMB 43.9656 million | Growth: 102.27% - 103.41% | | Net Profit After Non-Recurring Items | Loss: RMB 40 million – RMB 30 million | Loss: RMB 84.3533 million | Loss Reduction: 52.58% - 64.44% | | Basic Earnings Per Share | Profit: RMB 0.00/share – RMB 0.01/share | Loss: RMB 0.08/share | Turnaround to Profit | Analysis of Performance Changes Performance growth is driven by focusing on core businesses, seizing market opportunities for organic revenue growth, and enhancing capabilities through strategic acquisitions - The primary reason for the company's performance change is the focus on core businesses (Intelligent Location Digital Foundation and Ceramic Components), seizing market opportunities, and achieving revenue growth, which significantly boosted net profit attributable to shareholders[5] Core Business Growth Drivers Core business growth is primarily driven by chip modules and antenna products, benefiting from strong demand in emerging applications like robotic lawnmowers and intelligent driving - Rapid growth in demand from emerging fields like robotic lawnmowers and intelligent driving led to quick revenue growth for the company's chip modules and antennas[6] Contribution from External Acquisitions The acquisition of Shenzhen Tianli strengthened the automotive antenna business and directly contributed new revenue - During the reporting period, the company acquired Shenzhen Tianli to strengthen its automotive antenna business, and this acquisition contributed new revenue[6] Disclaimer and Risk Warning This performance forecast is a preliminary, unaudited estimate by the finance department; final data will be in the 2025 semi-annual report, urging investor caution - The financial data related to this performance forecast has not been audited by an accounting firm[4] - This performance forecast is a preliminary estimate by the company's finance department; final financial data will be based on the company's disclosed 2025 semi-annual report, so investors are advised to make cautious decisions[7]