SPEED(SZ:300322) Shang Hai Zheng Quan Bao·2025-08-22 21:18Core Viewpoint - The company has focused on its core business and deepened collaboration with customers, resulting in steady revenue growth and a significant increase in net profit attributable to shareholders. Financial Performance - The company reported a substantial increase in net profit, driven by growth in various business segments, including antennas, thermal modules, wiring harnesses, and smart sensor modules [5][6]. Business Segments - Antenna Business: The company capitalized on the recovery of the consumer electronics market, leading to a year-on-year increase in antenna shipments for consumer electronics, which significantly boosted net profit in this area. The company maintained high gross margins for laptop antennas and achieved substantial growth in net profit for automotive antennas through optimized customer structure and increased project acquisition [5][6]. - Thermal Components and Modules: The company achieved mass production of high-value SOC thermal projects, resulting in a year-on-year doubling of revenue and improved operational performance. The company also made progress in developing advanced technologies, including two-phase flow and liquid cooling products, laying a foundation for future business growth [6]. - Wiring Harnesses and Connectors: The company seized opportunities in the electric vehicle industry, leading to a rapid increase in new orders due to enhanced internal management and growing customer recognition of its products [6]. - Smart Sensor Modules: The company successfully divested its fingerprint module business to focus resources on sensor module development, with its Vietnam factory achieving mass production and significant growth in overall business scale [6].