南财智讯1月30日电，科沃斯公告，预计2025年全年归属于上市公司股东的净利润为17亿元—18亿元， 同比预增110.90%—123.30%；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为16 亿元—17亿元，同比预增123.40%—137.36%；主要变动原因为：（一）报告期内，公司通过创新引领 产品升级、聚焦中高价格带、积极开拓新市场，线上线下并重以及大力发展新品类等综合举措，实现国 内外业务收入规模持续稳步增长。报告期内，公司在国内外中高端市场占有率提升显著，海外业务占比 进一步扩大，新品类已形成规模效应，为公司后续实现进一步多元增长奠定了坚实的基础。（二）公司 以经营质量为本，持续聚焦全链路运营成本优化和效率提升，推动报告期内毛利率和经营利润率的显著 提升。（三）报告期内，公司参与对外投资公司的公允价值显著提升，带动公司非经常性损益的同比增 加。 ...

Financial Performance - The company reported a total revenue of 8.676 billion yuan for the first half of 2025, representing a year-on-year increase of 24.37% [1] - The net profit attributable to shareholders reached 979 million yuan, up 60.84% year-on-year [1] - In Q2 2025, the revenue was 4.818 billion yuan, showing a 37.58% increase compared to the same quarter last year [1] - The gross margin improved to 49.71%, an increase of 4.17% year-on-year, while the net margin rose to 11.29%, up 29.25% [1] - The company’s operating cash flow per share surged to 2.53 yuan, a remarkable increase of 488.89% year-on-year [1] Balance Sheet and Financial Ratios - Accounts receivable increased significantly, with a year-on-year growth of 73.12%, reaching 2.704 billion yuan [1] - The company’s total liabilities with interest rose to 1.893 billion yuan, an increase of 11.68% [1] - The return on invested capital (ROIC) for the previous year was 8.46%, indicating a generally average capital return rate [3] - The company’s historical median ROIC since its listing is 20.96%, suggesting good investment returns over time [3] Market Position and Investor Sentiment - Several funds have recently increased their holdings in the company, with notable entries including 富国均衡优选混合 and 富国成长领航混合 [4] - The largest fund holding the company is 富国均衡优选混合, with a scale of 4.004 billion yuan and a recent net value increase of 2.15% [4] - Analysts expect the company's performance for 2025 to reach 1.945 billion yuan, with an average earnings per share forecast of 3.38 yuan [3]