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【私募调研记录】盘京投资调研帝奥微
Zheng Quan Zhi Xing· 2025-05-14 00:07
Group 1 - The core viewpoint of the news is that Panjing Investment has conducted research on the listed company DiAoWei, highlighting its financial performance and strategic plans for future growth [1] - In 2024, DiAoWei is projected to achieve a revenue of 526 million yuan, representing a year-on-year growth of 37.98%, with R&D investment of 209 million yuan, accounting for 39.78% of revenue [1] - In Q1 2025, DiAoWei reported a revenue of 153 million yuan, a year-on-year increase of 19.06%, and a significant growth in net profit attributable to shareholders, up 135.48%, with a gross margin of 47.45% [1] Group 2 - The increase in gross margin is attributed to a comprehensive product line strategy, diverse product distribution, and the launch of innovative products [1] - The market share distribution in Q1 includes: mobile phones 31%, laptops 7%, smart wearables 10%, smart home appliances 5%, communication equipment 5%, industrial control and security 37%, and lighting 5% [1] - DiAoWei plans to invest 209 million yuan in R&D in 2024, with over 1,800 product models, aiming to drive product upgrades and new product development [1] Group 3 - The company has outlined its plans in the robotics sector, which include advancing signal chain and power management products, as well as developing brushless motor drives and magnetic encoding products [1]