豪威集团场景渗透半年预盈超19亿 赴港二次上市境外市场收入占81%

Core Viewpoint - The semiconductor giant, OmniVision Technologies, has reported record-high quarterly performance, with significant growth in net profit and revenue for the first half of 2025, driven by the increasing market penetration of its image sensor products in various applications [1][4]. Financial Performance - For the first half of 2025, the company expects a net profit attributable to shareholders between 1.906 billion to 2.046 billion yuan, representing a year-on-year growth of 39.43% to 49.67% [1][4]. - In Q2 2025, the company anticipates a net profit exceeding 1.04 billion yuan, marking a new high for quarterly net profit [2][5]. - The expected revenue for the first half of 2025 is approximately 13.722 billion to 14.022 billion yuan, reflecting a year-on-year increase of 13.49% to 15.97% [4][5]. Market Position and Strategy - OmniVision has a strong presence in the global market, with 81.47% of its revenue coming from overseas markets in 2024, amounting to 20.962 billion yuan [3][7]. - The company is pursuing a secondary listing on the Hong Kong Stock Exchange to accelerate its international strategy and enhance its overseas business development [3][8]. Business Operations - The company specializes in chip design and sales, with its core product, image sensors, widely used in flagship products from major brands like Xiaomi and Huawei [2][7]. - OmniVision's image sensor solutions accounted for 74.76% of its main business revenue in 2024, highlighting its focus on this segment [7]. Research and Development - The company has consistently invested in R&D, with expenditures of 2.620 billion yuan, 3.218 billion yuan, 2.927 billion yuan, and 3.245 billion yuan from 2021 to 2024, representing 12.61% of its revenue in 2024 [7].