Novosense(SH:688052) Ge Long Hui A P P·2026-01-30 11:43Core Viewpoint - The company Nanxinwei (688052.SH) expects significant revenue growth in 2025, with projected revenues between 3.3 billion to 3.4 billion yuan, representing a year-on-year increase of 68.34% to 73.45% [1] Group 1: Revenue and Profit Projections - The company anticipates achieving operating revenue of 3.3 billion to 3.4 billion yuan in 2025, an increase of 13.4 billion to 14.4 billion yuan compared to the previous year [1] - The expected net profit attributable to the parent company is projected to be between -250 million to -200 million yuan, indicating a reduction in losses by 153 million to 203 million yuan year-on-year [1] - The net profit after deducting non-recurring gains and losses is expected to be between -290 million to -240 million yuan, with a loss reduction of 167 million to 217 million yuan compared to the previous year [1] Group 2: Factors Influencing Performance - The main business impact includes robust growth in the automotive electronics sector, with increased demand for related products, and a recovery in the overall energy sector, particularly in photovoltaic and energy storage fields [1] - The consolidation of Maigeen has enriched the company's product matrix, positively contributing to revenue growth [1] - The increase in operating revenue is expected to lead to a narrowing of losses for the company [1] Group 3: Expense Influences - The company has seen an increase in sales, management, and R&D expenses due to investments in R&D, market expansion, supply chain development, product quality management, and talent development [2] - Share-based payment expenses have increased by 22.67%, with approximately 86.97 million yuan in expenses recognized this period compared to the previous year [2]