旗舰手机客户拓展

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【招商电子】思特威:25Q1业绩创历史新高,看好旗舰手机客户拓展、智驾芯片起量
招商电子· 2025-04-20 14:02
Core Viewpoint - The company reported significant growth in revenue and net profit for 2024, indicating strong operational performance and improved profitability [1][3]. Revenue and Profit Summary - In 2024, the company achieved a revenue of 5.968 billion yuan, a year-on-year increase of 109%, with a net profit attributable to shareholders of 393 million yuan, up 2663% [1]. - The first quarter of 2025 saw a revenue of 1.750 billion yuan, also reflecting a 109% year-on-year growth, and a net profit of 191 million yuan, which is a 1265% increase [3]. Business Segment Performance - In the smartphone sector, revenue from high-end products exceeded 50%, with significant growth in the shipment of 50 million pixel products [2]. - The automotive electronics segment ranked fourth in the global vehicle-mounted CIS market, with increased shipments for smart driving applications [2]. - Despite a downturn in the security sector, the company saw a 28.64% revenue increase in the smart security field due to new product launches and applications in various robotics and payment technologies [2]. Profitability Metrics - The gross margin for 2024 was 21.09%, an increase of 1.12 percentage points year-on-year, while the net profit margin reached 6.58%, up 6.08 percentage points [1]. - For the first quarter of 2025, the gross margin improved to 22.79%, reflecting a year-on-year increase of 1.53 percentage points [3].