Group 1 - The company achieved steady growth in revenue and profit in Q1 2025, with revenue of 343 million yuan, a year-on-year increase of 34.07%, and a net profit attributable to shareholders of 36 million yuan, up 37.11% year-on-year [1] - In 2024, the company continued to deepen cooperation with major clients, achieving revenue of 1.454 billion yuan, an 18.62% increase year-on-year, with laser equipment revenue at 701 million yuan, up 5.36%, and laser/optical intelligent equipment revenue at 628 million yuan, a significant increase of 44.02% [1] - The overall gross margin for 2024 was 37.69%, down 3.42 percentage points year-on-year, with structural differences in gross margins across business segments [1] Group 2 - The company reported new signed orders of 585 million yuan in Q1, a year-on-year increase of 89.38%, indicating a strong growth trend [2] - The company maintains close cooperation with major clients in the consumer electronics sector, focusing on tailored laser processing and optical detection equipment to meet actual customer needs [2] - Revenue forecasts for 2025-2027 are projected at 1.744 billion, 2.145 billion, and 2.437 billion yuan, with net profits attributable to shareholders at 219 million, 261 million, and 323 million yuan respectively, corresponding to a PE ratio of 21X for 2025 [2]
杰普特(688025):25Q1业绩稳步增长 期待光电检测业务进一步放量