伊之密(300415):2025年业绩符合预期 持续推进高质量全球化发展

Core Viewpoint - The company forecasts a revenue of approximately 6.05 billion yuan for 2025, representing a year-on-year growth of about 19.5%, with net profit expected to be between 670 million and 742 million yuan, indicating a growth of 10.22% to 22.06% [1] Group 1: Financial Performance - The company anticipates a revenue increase of approximately 19.5% for 2025, with a projected revenue of around 6.05 billion yuan [1] - The expected net profit for 2025 is between 670 million and 742 million yuan, reflecting a year-on-year growth of 10.22% to 22.06% [1] - The company’s domestic sales are projected to be about 4.15 billion yuan, growing by 13.14%, while foreign sales are expected to reach around 1.9 billion yuan, with a significant growth of 36.20% [1] Group 2: Market Dynamics - The continuous recovery in market demand, increased sales efforts, and enhanced operational efficiency are driving the improvement in profitability [2] - In Q4 2025, the company achieved approximately 1.744 billion yuan in revenue, marking a year-on-year increase of 25.47% and a quarter-on-quarter increase of 11.87% [2] - The overall industry is experiencing a rebound in demand, contributing positively to the company's performance [2] Group 3: Global Development Strategy - The company’s global headquarters building has successfully topped out, with completion expected by 2027, serving as a key hub for global operations [3] - The headquarters will facilitate the integration of domestic market demands with global supply chains and enhance the coordination of R&D and production resources [3] - The company has expanded its global footprint with new operations in Turkey and Indonesia, further deepening its international strategy [3] Group 4: Technological Advancements - The company has been recognized as a first-level digital demonstration factory in Foshan for 2025, reflecting its commitment to digital transformation and smart manufacturing [4] - The company has consistently ranked in the top 100 private manufacturing enterprises in Shunde, showcasing its strong and stable competitive position [4] - The focus on product quality, technological innovation, and operational efficiency is expected to support steady growth in performance [4]