每周股票复盘：热威股份（603075）2025年前三季度营收增9.35%

Core Viewpoint - The company, 热威股份, has shown growth in revenue and net profit for the first three quarters of 2025, indicating a positive business trajectory in the home appliance components sector [1][3]. Group 1: Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 1.546 billion yuan, representing a year-on-year growth of 9.35% [1][3]. - The net profit attributable to shareholders for the same period was 246 million yuan, reflecting a year-on-year increase of 7.66% [1][3]. Group 2: Pricing Mechanism - The company employs a pricing adjustment mechanism that includes price linkage, negotiated pricing, and annual bidding to determine product prices with clients [1][3]. - Price linkage is based on average exchange rates and raw material benchmark prices, allowing for timely adjustments according to market fluctuations [1]. - Negotiated pricing involves periodic discussions to set prices within a defined timeframe, while annual bidding locks in prices based on forecasted orders for the next year [1]. Group 3: Market Expansion - The company is actively exploring opportunities in the smart home appliance sector and has successfully promoted new technologies and applications [2]. - It has accumulated a significant client base in the cleaning appliance category, including companies like 添可, 云鲸, 追觅, 石头科技, and 大疆 [2][3].