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道明光学2025年三季报营利双增 将积极布局智能穿戴智能驾乘新型消费电子等领域
Core Insights - The company reported a revenue of 1.102 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 7.24% [1] - The net profit attributable to shareholders reached 180 million yuan, with a year-on-year increase of 24.69% [1] - The company is actively expanding its application scenarios in the electronic functional materials sector, particularly with graphene products [2] Financial Performance - Revenue for the first three quarters: 1.102 billion yuan, up 7.24% year-on-year [1] - Net profit attributable to shareholders: 180 million yuan, up 24.69% year-on-year [1] - Non-recurring net profit: 163 million yuan, up 27.26% year-on-year [1] - Operating cash flow: 367 million yuan, up 150.26% year-on-year [1] - Basic earnings per share: 0.29 yuan [1] Strategic Collaborations - The company has established stable partnerships with major brands such as BYD, DJI, and Sunny Optical, enhancing market recognition [1] - Collaboration with the Red Magic brand has led to the application of graphene thermal films in their liquid-cooled smartphones [2] - Ongoing projects include partnerships for small foldable phones and advancements in thermal interface materials for various applications [2] Global Expansion - The company is expanding its global footprint by establishing offices in Singapore and Thailand to enhance regional service capabilities [2] - The company aims to promote domestic alternatives in the reflective film industry and increase market share both domestically and internationally [2] Future Outlook - The company plans to deepen its involvement in optical display, new energy vehicles, and consumer electronics to broaden its product range [2] - The focus is on becoming a leading comprehensive film enterprise both domestically and globally [2]