OPT(SH:688686) Xin Lang Cai Jing·2025-09-03 00:37Core Viewpoint - The company achieved steady growth in performance, benefiting from the rapid growth of the 3C and lithium battery businesses, with H1 2025 revenue of 683 million yuan and net profit of 146 million yuan, representing year-on-year increases of 30.68% and 28.8% respectively [2][3] Financial Performance - In H1 2025, the company reported revenue of 683 million yuan and net profit of 146 million yuan, with a year-on-year growth of 30.68% and 28.8% respectively. The net profit after deducting non-recurring items was 132 million yuan, up 36.26% year-on-year [1][2] - For Q2 2025, the company achieved revenue of 415 million yuan and net profit of 88 million yuan, with year-on-year growth of 40.34% and 57.24% respectively [2] - The company's gross margin and net margin for H1 2025 were 65.47% and 21.75%, with changes of -0.54 and +0.05 percentage points respectively [2] Business Segments - In H1 2025, the company generated 439 million yuan from the 3C industry, a year-on-year increase of 23.82%, driven by the large-scale application of industrial AI technology in consumer electronics manufacturing [3] - Revenue from the lithium battery industry reached 167 million yuan, up 49.35% year-on-year, benefiting from the recovery of the lithium battery sector and collaborations with leading battery clients [3] - The semiconductor and automotive sectors generated revenues of 31.31 million yuan and 13.70 million yuan, with year-on-year growth of 25.51% and 65.67% respectively, indicating steady growth [3] Strategic Development - The company has established a product matrix integrating "vision + sensing + motion + AI" and is strategically positioning itself in the smart robotics sector. In H1 2025, the company set up a robotics division focusing on key visual components required for robotic "visual perception" [3] - The collaboration between "vision + AI + robotics" is expected to enhance the company's business towards higher value areas [3]