OFILM(SZ:002456) Zheng Quan Ri Bao·2025-08-19 06:09Core Insights - The company reported a total revenue of 9.837 billion yuan for the first half of 2025, representing a year-on-year growth of 3.15% [2] - The smartphone business generated revenue of 7.437 billion yuan, while the smart automotive sector contributed 1.262 billion yuan, and new business areas accounted for 1.105 billion yuan [2] - The global smartphone industry is experiencing a slowdown in shipment growth, and the domestic market has seen a decline in shipment volume year-on-year [2] - Despite growth in several indicators within the domestic automotive industry, overall profitability is under pressure due to increasing competition [2] R&D and Innovation - The company has increased its R&D investment, maintaining reasonable growth in R&D expenses, focusing on high-end imaging modules, optical lenses, machine vision cameras, and automotive cameras [2] - As of June 30, 2025, the company has applied for a total of 2,128 valid patents globally, with 1,918 in China and 210 overseas, indicating a steady increase in patent applications and strengthening of R&D capabilities [2] - The company has recently received multiple "national invention patent" authorizations, showcasing its technological advancements in the optical and optoelectronic fields [2] Business Highlights - The smart automotive and new business sectors have emerged as highlights for the company, with smart automotive revenue reaching 1.262 billion yuan, accounting for 12.83% of total revenue and growing by 18.19% year-on-year [3] - New business revenue amounted to 1.105 billion yuan, reflecting a year-on-year growth of 9.73%, with a focus on smart imaging devices, smart locks, endoscopes, and VR/AR technologies [3] - The company has enhanced its competitiveness in the handheld smart imaging device camera sector, receiving recognition as an "excellent supplier" from major clients, which underscores the company's product technology and service capabilities [3] Market Trends - The demand for handheld smart imaging devices is increasing due to the growth in content creation and social sharing, with these devices being favored for their portability, multifunctionality, and high-quality imaging [4] - The application of these devices in various scenarios such as travel, sports, and vlogging is driving rapid market expansion [4] - The company aims to leverage industry opportunities by focusing on technological innovation and maintaining a strong commitment to R&D investment, internal management, and product quality improvement [4]