泰凌微(688591) - 2025 Q3 - 季度业绩预告

Financial Performance - For the first three quarters of 2025, the company expects to achieve revenue of approximately 766 million yuan, an increase of about 179 million yuan, representing a year-on-year growth of approximately 30%[2] - The net profit attributable to the parent company is expected to be around 140 million yuan, an increase of 75.73 million yuan, with a growth rate of approximately 118% compared to the same period last year[2] - The net profit after deducting non-recurring gains and losses is estimated to be about 129 million yuan, reflecting an increase of 67.74 million yuan, with a growth rate of approximately 111%[2] - The company's net profit margin is projected to be approximately 18.3%, significantly up from 10.94% in the same period of 2024[2] - The gross profit margin is expected to be around 50.7%, an increase of approximately 2.8 percentage points compared to 47.9% in 2024[2] Research and Development - The company has invested 186 million yuan in R&D for the first three quarters of 2025, with Q3 R&D spending reaching 69 million yuan, a year-on-year increase of 38.96%[7] Product Development and Market Position - The company has successfully launched several new products, including edge AI chips and multi-mode Matter chips, which have entered mass production and are experiencing rapid growth in sales[6] - The company has become a mainstream supplier among leading domestic and international clients, benefiting from the overall growth of the low-power IoT industry[8] - The company anticipates continued expansion in overseas markets, contributing to sustained revenue growth[6] Forecast and Uncertainties - The performance forecast data is preliminary and has not been audited by an accounting firm, with no significant uncertainties affecting the accuracy of the forecast identified[9]