Group 1 - The company has achieved continuous quarter-on-quarter revenue growth for ten consecutive quarters since its listing in 2023, supported by innovation, strong product capabilities, and effective R&D investment [1][2] - The company's gross margin in Q2 decreased due to product mix and market competition, particularly as the smart energy sector, which has a lower industry gross margin, grew rapidly [2] - The company anticipates growth in multiple sectors in the second half of the year, including consumer electronics, automotive electronics, and industrial applications, driven by new product launches and increased R&D investment [3] Group 2 - The company has introduced a piezoelectric micro-pump driver chip that significantly enhances cooling performance in mobile smart devices, filling a gap in domestic technology [4] - In the automotive sector, the company is expanding its product range to align with the trends of smart and electric vehicles, focusing on applications such as intelligent driving and vehicle control [6] - The company is also actively developing products in the industrial sector, including energy storage and automation, to support its platform development and long-term sustainable growth goals [6]
泉果基金调研南芯科技，营业收入已实现连续十个季度环比增长