思特威(688213) - 2025 Q2 - 季度业绩预告

Smartsens H1 2025 Earnings Forecast H1 2025 Performance Forecast The company anticipates significant year-over-year growth in revenue and net profit for H1 2025, indicating strong business momentum H1 2025 Earnings Forecast vs H1 2024 Actuals | Metric | H1 2025 Forecast (RMB 10,000) | H1 2024 Actual (RMB 10,000) | YoY Growth | | :--- | :--- | :--- | :--- | | Operating Revenue | 360,000 - 390,000 | 245,689 | +47% ~ +59% | | Net Profit Attributable to Parent Company Shareholders | 35,958 - 41,958 | 14,980 | +140% ~ +180% | | Non-recurring P/L Adjusted Net Profit Attributable to Parent Company Shareholders | 35,842 - 41,842 | 15,254 | +135% ~ +174% | | Non-recurring P/L Adjusted Net Profit (Excluding Share-based Payments) | 38,857 - 44,857 | 20,618 | +88% ~ +118% | Analysis of Performance Drivers Growth is driven by strong performance in smartphones, smart security, and automotive electronics, coupled with enhanced profitability from cost controls - Smartphone Sector: A substantial increase in shipments of new-generation high-end 50-megapixel products and cost-effective products drove significant revenue growth in this segment[6] - Smart Security Sector: Sales of newly launched iterative products grew significantly, while the market share of high-end products in the professional security market continued to expand[6] - Automotive Electronics Sector: Shipments of new-generation products for intelligent driving and in-cabin applications saw a substantial year-over-year increase[6] - Improved Profitability: With significant revenue growth, the company successfully enhanced efficiency and reduced costs by controlling expenses, leading to a notable increase in net profit[6] Important Disclaimers This earnings forecast is based on unaudited preliminary calculations and is subject to change upon final reporting - The data in this earnings forecast represents preliminary calculations by the company's finance department and has not been audited by a certified public accountant[4][7] - The final, accurate financial data will be based on the company's officially disclosed H1 2025 semi-annual report, and investors are advised to be aware of investment risks[9]