Core Viewpoint - The company expects significant growth in net profit for the first three quarters of 2025, with a forecasted net profit attributable to shareholders of 400-420 million yuan, representing a year-on-year increase of 132%-143.6% [1] Group 1 - Q3 net profit is projected to reach 189-209 million yuan, marking a year-on-year increase of 363.6%-412.7%, with a median estimate of 199 million yuan, reflecting a 388.2% increase and setting a new quarterly record [1] - The revenue from lithium battery structural components is expected to grow rapidly quarter-on-quarter, driven by strong demand in the downstream energy storage market and continuous optimization of customer and product structure [2] - The company is enhancing internal efficiency and releasing scale effects, which are expected to support ongoing improvements in profitability, with a projected gross margin of nearly 15% for structural components in Q2 [2] Group 2 - The company remains optimistic about the development prospects of its humanoid robot business, with core components like joint assemblies gaining recognition from key customers [2] - The company has established a comprehensive product range covering key components for multiple robots, enabling it to provide one-stop solutions to meet differentiated customer needs [2] - The profit forecast for 2025 remains unchanged at 483 million yuan, while the 2026 profit forecast has been raised by 21% to 850 million yuan, with a target price increase of 28% to 215 yuan, indicating a 24% upside potential [3]
震裕科技(300953)：预告Q3业绩中值同增388% 重申看好后续盈利向上势头