Quectel(SH:603236) Jin Rong Jie·2025-07-29 18:08Core Viewpoint - The company, Quectel, is experiencing significant growth in revenue and net profit, driven by its focus on IoT module development and production, despite facing inquiries from the exchange regarding its fundraising projects [1] Financial Performance - As of July 29, 2025, Quectel's stock price is 82.25 yuan, reflecting a 0.29% increase from the previous trading day, with a trading volume of 623 million yuan [1] - The company expects a 38.81% year-on-year increase in revenue for the first half of 2025, alongside a substantial 121.13% year-on-year increase in net profit [1] Business Operations - Quectel specializes in the research and sales of IoT modules, including automotive modules, 5G modules, and AI computing power modules [1] - The company has received inquiries from the exchange regarding the rationality of its fundraising projects, which include expansion of automotive and 5G modules and the industrialization of AI computing power modules [1] - In response, the company stated that the new production capacity aligns with industry growth rates and that it has sufficient orders on hand, with AI modules already in mass production and applied in robotics and smart toys [1] Market Activity - On July 29, 2025, there was a net outflow of 23.36 million yuan in principal funds [2]