福莱新材2025年前三季度收入约21亿元 电子皮肤布局北美打开成长空间

Core Insights - The company reported a significant increase in revenue and net profit for Q3 2025, with revenue reaching 762 million yuan, a year-on-year growth of 23.12%, and net profit of 13.67 million yuan, a substantial increase of 102.23% [1] - The growth is attributed to the expansion of revenue scale, increased gross profit, and additional government subsidies [1] - The company is focusing on the development of flexible sensor technology, which is seen as a second growth curve, with strategic investments made since 2017 and significant advancements in 2023 [2] Financial Performance - For the first three quarters of 2025, the company achieved total revenue of 2.097 billion yuan, a year-on-year increase of 18.09%, and a net profit attributable to shareholders of approximately 64.6 million yuan [1] - The total profit for Q3 saw a year-on-year increase of 6567.29%, driven by increased revenue and gross profit, along with government subsidies [1] Business Development - The company has established a complete technology chain for flexible sensors, covering material research, device design, system integration, and application scenarios, targeting sectors such as robotics, consumer electronics, new energy, and industrial testing [2] - In H1 2025, the company achieved multiple technological breakthroughs and commercial progress in the flexible sensor field, including the establishment of a pilot production line capable of mass supply [2] Global Expansion - The company registered a North American subsidiary, Apex Sensing LLC, in San Francisco, California, to enhance its global strategy and focus on the sales and technical support of tactile sensing products in the North American market [3] - The electronic skin business is seen as a key component for the development of humanoid robots, which are entering an expansion phase, with increasing demand for electronic skin in various robotic applications [3]