蓝思科技前三季净利润28.43亿元 AI硬件业务驱动新一轮成长

Financial Performance - In the first three quarters, the company achieved a total revenue of 53.663 billion yuan, a year-on-year increase of 16.08% [1] - The net profit attributable to shareholders reached 2.843 billion yuan, up 19.91% year-on-year, while the net profit excluding non-recurring items was 2.703 billion yuan, reflecting a growth of 28.72% [1] - The third quarter alone saw revenue of 20.702 billion yuan, marking a historical high for the same period, with a year-on-year growth of 19.25% [1] AI and Robotics Development - The company is deepening its strategic deployment in AI hardware, participating in the prototype development and design of next-generation AI hardware products [2] - Smart glasses, a key carrier for AI hardware, are expected to see global shipments reach 12.26 million units by 2025, with the company providing precision components and expanding into assembly processes [2] - Since entering the robotics sector in 2016, the company has developed a vertical integration capability from core components to complete assembly, with significant breakthroughs in key areas [2][3] Robotics Production and Innovation - The company anticipates shipping 3,000 humanoid robots and over 10,000 quadruped robotic dogs this year, establishing a leading manufacturing platform for embodied intelligent hardware [3] - A new headquarters for intelligent robotics will open on November 18, alongside an innovation center in Hunan to promote the integration of robotics in various sectors [3] Consumer Electronics Market - The global consumer electronics market has been recovering since 2025, with smartphone shipments reaching 322.7 million units in Q3, a 2.6% year-on-year increase [4] - The company benefits from its long-term relationships with North American clients, enhancing its market share and product value through innovative technologies [4] - The company is preparing for increased production capacity in the foldable screen sector, with global shipments expected to reach 19.8 million units by 2025 [4] Strategic Transformation - In the context of an AI-driven innovation cycle, the company is transitioning from a precision manufacturing leader to an AI hardware platform enterprise, creating new growth opportunities [5]