Cubic(SH:688665) Zheng Quan Shi Bao·2025-10-09 22:00Core Viewpoint - Sifang Optoelectronics plans to invest 600 million yuan in a high-end sensor industrial base in Wuhan, aiming to enhance its R&D capabilities and production scale while strengthening its brand image [1] Group 1: Investment and Development - The total investment for the new project is 600 million yuan, with 400 million yuan allocated for fixed assets and 200 million yuan for R&D [1] - The new headquarters will include R&D, marketing, and management centers, along with a manufacturing base focused on actuators and controllers [1] Group 2: Financial Performance - In the first half of 2025, the company reported revenue of 508 million yuan, a year-on-year increase of 49.36%, and a net profit attributable to shareholders of 84.12 million yuan, up 103.41% [1][2] - Basic earnings per share were reported at 0.84 yuan [1] Group 3: Business Growth Areas - The company identified three fast-growing business areas: industrial and safety, low-carbon thermal, and smart metering, with significant contributions from refrigerant leak monitoring sensors [2] - The smart metering segment saw over 50% revenue growth from ultrasonic gas meters and modules [2] Group 4: International Expansion - Sifang Optoelectronics is expanding its overseas business, with a new factory in Hungary marking a significant milestone in its global strategy [3] - The Hungarian facility will enhance the company's responsiveness to the European market, reduce delivery times, and mitigate cross-border supply chain risks [3]