Investment Rating - The investment rating for the company is "Outperform" (Maintain) [1][16]. Core Views - The company is expected to achieve a 55% increase in non-net profit attributable to the parent company in 2023, driven by growth in smart driving and robotics sectors [1][16]. - The company is positioned as a leader in the ultrasonic sensor market, with continuous expansion in automotive measurement and thermal/flow control businesses [3][17]. - The company has established strong partnerships with leading clients such as Tongzhi Electronics and Haier Smart Home, and is actively engaged in forward-looking technology research [3][17]. Financial Performance Summary - The company anticipates a revenue of 469 million yuan in 2023, representing a 24% year-over-year growth, and a net profit attributable to the parent company of 78.16 million yuan, which is a 48% increase [16][18]. - The earnings per share (EPS) for 2023 is projected to be 0.55 yuan, with corresponding price-to-earnings (P/E) ratios of 29.7, 25.5, and 20.8 for 2023, 2024, and 2025 respectively [16][18]. - The company is expected to benefit from the growth in automotive intelligence and robotics sectors, leading to a diversified product matrix [16][17]. Business Expansion and Technology Development - The company is expanding its product offerings in various fields, including ultrasonic sensors for cleaning robots, underwater robots, and medical imaging sensors [17]. - The introduction of the AK2 vehicle-mounted ultrasonic sensor is aligned with the upgrade of autonomous driving technologies, supporting levels L2 and above with high precision [3][17]. - The company is also exploring new applications in smart heating and high-temperature flow sensors, further broadening its product categories [3][17].
北交所信息更新:2023年扣非归母净利润预增55%,智能驾驶、机器人等驱动长期增长