豪威集团上半年归母净利润同比增长近50% 汽车与新兴市场领域发展迅猛

Core Insights - The company, OmniVision Technologies, reported a record revenue of 13.956 billion yuan for the first half of 2025, representing a year-on-year growth of 15.42% [1] - The net profit attributable to shareholders reached 2.028 billion yuan, a significant increase of 48.34% compared to the previous year [1] - The company continues to focus on its core business, achieving a main business revenue of 13.940 billion yuan, up 15.49% year-on-year [1] Revenue Breakdown - The semiconductor design business, which is the main revenue driver, generated 11.572 billion yuan, accounting for 83.01% of the main business revenue, with a year-on-year growth of 11.08% [1] - The semiconductor agency sales business experienced a rapid growth of 41.73%, with revenue of 2.314 billion yuan, highlighting the synergy effects of the business [1] - The image sensor solutions, a key component of the semiconductor design business, achieved revenue of 10.346 billion yuan, representing 74.21% of the main business revenue and a year-on-year increase of 11.10% [2] Sector Performance - Revenue from the automotive sector for image sensors reached 3.789 billion yuan, growing by 30.04%, further solidifying market share [2] - Emerging markets and IoT image sensors generated 1.173 billion yuan, showing a substantial increase of 249.42%, becoming a new growth driver [2] - Revenue from the smartphone segment for image sensors was 3.920 billion yuan in the first half of 2025 [2] R&D Investment - The company invested 1.724 billion yuan in R&D for its semiconductor design sales business, which is 14.90% of the sales revenue, reflecting a year-on-year increase of 9.01% [2] Shareholder Returns - The company has completed a cash dividend distribution of 2.64 billion yuan for the 2024 fiscal year, with a payout of 2.20 yuan per 10 shares [3] - The board has been authorized to formulate a profit distribution plan for the mid-2025 period, continuing the "multiple dividends per year" mechanism [3]