Core Viewpoint - The company is expected to achieve significant revenue and profit growth in 2025, driven by the booming electric vehicle (EV) market and strong demand for its products [1][3]. Group 1: Financial Performance - In 2025, the company anticipates revenue exceeding 4.00 billion yuan, representing a year-on-year growth of over 100% [1] - The expected net profit attributable to shareholders is projected to be between 210 million and 250 million yuan, reflecting a year-on-year increase of 122% to 164% [1] - The forecasted net profit excluding non-recurring items is estimated to be between 200 million and 240 million yuan, indicating a year-on-year growth of 168% to 222% [1] - For Q4 2025, the company expects a net profit of 73 million to 113 million yuan, showing a year-on-year increase of 508% to 842% [1] - The net profit excluding non-recurring items for Q4 2025 is projected to be between 68 million and 108 million yuan, with a year-on-year growth of 1260% to 2060% [1] Group 2: Market Position and Growth Drivers - The company has deepened its partnerships with leading EV manufacturers, benefiting from the sales volume of popular models such as NIO ES/ET series and Xiaomi SU7/YU7 [2][3] - In November 2025, the company achieved an OBC installation volume of 162,000 units, a year-on-year increase of 142.7%, capturing a market share of 13.4% [2] - The global EV market continues to grow rapidly, with domestic sales expected to reach 16.49 million units in 2025, a year-on-year increase of 28.2% [3] - The company has established itself as a core component supplier for major domestic manufacturers and has also formed deep collaborations with international brands like Renault, leading to an increase in overseas sales [3] Group 3: Production Capacity and Strategic Expansion - The company has successfully launched its second production base, aligning capacity expansion with market demand to support ongoing growth in its vehicle-mounted business [3] - The dual focus on domestic and international markets is expected to provide substantial growth opportunities for the company in the coming years [4]
富特科技(301607)2025年业绩预告点评：业绩增长超预期 国内外市场协同加速发展