歌尔股份: 2025年半年度报告

Core Viewpoint - Goertek Inc. reported a decrease in revenue for the first half of 2025, with a total revenue of approximately 37.55 billion yuan, representing a 7.02% decline compared to the same period in 2024. However, the net profit attributable to shareholders increased by 15.65% to approximately 1.42 billion yuan, indicating improved profitability despite lower sales [6][10]. Company Overview and Financial Indicators - Goertek Inc. is listed on the Shenzhen Stock Exchange under the stock code 002241. The company focuses on providing precision components and smart hardware solutions for the global technology and consumer electronics industries [4][6]. - The company’s total assets as of June 30, 2025, were approximately 86.41 billion yuan, a 4.47% increase from the end of the previous year [6]. - The net profit attributable to shareholders for the reporting period was approximately 1.42 billion yuan, up from 1.23 billion yuan in the previous year [6][10]. Business Operations - The company’s main business segments include precision components, smart acoustic systems, and smart hardware. Key products include micro speakers, acoustic modules, and various smart wearable devices [10][11]. - The precision components segment saw a revenue increase of 20.54%, while the smart acoustic systems segment experienced a significant decline of 34.92% in revenue [13][14]. - The company’s research and development expenses amounted to approximately 213.47 million yuan, representing 5.69% of total revenue [10][11]. Market Trends and Strategic Focus - The ongoing development of AI technology is expected to drive demand for high-performance acoustic sensors and micro speakers, creating new growth opportunities for the precision components business [10][11]. - Goertek is actively exploring applications of AI algorithms and models in production and management to enhance operational efficiency and maintain its competitive edge [10][11]. - The company aims to leverage its strong customer relationships and market position to expand its offerings in emerging smart hardware products, including AI smart glasses and AR technologies [10][11].