歌尔股份营收超千亿净利增145% 五年研发费224亿完善AI+布局

Core Viewpoint - The company, GoerTek, has significantly increased its profitability in 2024, driven by a recovery in global consumer electronics demand and a strong focus on its "AI+" strategy, which enhances its transition into the smart hardware sector [1][2]. Financial Performance - In 2024, GoerTek achieved a revenue of 100.95 billion yuan, a year-on-year increase of 2.41% [2]. - The net profit attributable to shareholders reached 2.665 billion yuan, marking a substantial year-on-year growth of 144.93% [2]. - The company's net profit excluding non-recurring items was 2.393 billion yuan, reflecting a remarkable increase of 178.30% year-on-year [2]. Business Segments - Revenue from precision components, smart acoustic systems, and smart hardware for 2024 was 15.051 billion yuan, 26.296 billion yuan, and 57.199 billion yuan, respectively [2]. - The precision components and smart acoustic systems segments saw year-on-year revenue growth of 15.85% and 8.73% [2]. Strategic Initiatives - GoerTek is actively pursuing its "AI+" strategy, focusing on the integration of AI technology with smart hardware products, which has led to performance upgrades in acoustic sensors and other products [2][4]. - The company has made significant advancements in VR and MR product sales, with a notable increase in the sales of smart wireless headphones and wearable devices [2]. Research and Development - GoerTek has prioritized R&D, with total R&D expenses amounting to 22.421 billion yuan from 2020 to 2024 [5]. - The company applied for 2,663 patents in 2024, with 83.9% being invention patents, indicating a strong commitment to innovation [6]. Future Outlook - The company anticipates continued growth in global consumer electronics demand, particularly for high-performance precision components and AI-enabled smart hardware products by 2025 [4][6]. - GoerTek plans to leverage advancements in AI technology and emerging trends in 6G, IoT, and cloud computing to enhance its product offerings and market position [6].