恒玄科技（上海）股份有限公司2025年半年度业绩预告的自愿性披露公告

Group 1 - The company expects to achieve an operating income of approximately 1.938 billion yuan for the first half of 2025, representing an increase of about 407 million yuan or a growth of approximately 26.58% compared to the same period last year [3][4] - The estimated net profit attributable to the parent company for the first half of 2025 is approximately 305 million yuan, which is an increase of about 157 million yuan or a year-on-year growth of approximately 106.45% [3][4] - The estimated net profit attributable to the parent company after deducting non-recurring gains and losses is approximately 284 million yuan, reflecting an increase of about 172 million yuan or a year-on-year growth of approximately 153.37% [3][4] Group 2 - The main reasons for the performance changes include the continuous growth of the smart wearable market and an increase in market share, as well as the positive impact of national subsidies on consumer demand [5] - The company anticipates a comprehensive gross profit margin of approximately 39.3% for the first half of 2025, which is an increase of 6.1 percentage points year-on-year, laying a foundation for rapid growth in net profit [5] - The company notes that high R&D expenses in the second quarter, accounting for about 24.1% of sales revenue, have led to a slight decline in net profit for that quarter [5]