登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 为贯彻落实《国务院关于进一步提高上市公司质量的意见》要求，积极响应上海证券交易所《关于开展 沪市公司"提质增效重回报"专项行动的倡议》，切实保护投资者尤其是中小投资者合法权益，承担起高 质量发展和提升自身投资价值的主体责任，深圳市汇顶科技股份有限公司（以下简称"公司"）结合自身 发展战略和实际经营情况，于2025年6月25日披露了《关于2025年度"提质增效重回报"行动方案的公 告》（简称"行动方案"，公告编号：2025-039）。现将近半年进展情况公告如下： 一、聚焦主营业务，提升经营质量 受益于超声波指纹传感器、NFC/eSE、屏下光线传感器、主动笔方案等新产品持续放量，公司2025年前 三季度实现营业收入35.21亿元，同比增长9.25%。受营业收入、毛利率、其他收益增长及出售孙公司 DCT等综合因素影响，2025年前三季度实现归母净利润6.77亿元，同比增长50.99%。 过去半年，公司通过优化组织结构、合理管控费用 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603160 证券简称：汇顶科技 公告编号：2025-080 深圳市汇顶科技股份有限公司2025年度"提质增效重回报"行动方案进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 为贯彻落实《国务院关于进一步提高上市公司质量的意见》要求，积极响应上海证券交易所《关于开展 沪市公司"提质增效重回报"专项行动的倡议》，切实保护投资者尤其是中小投资者合法权益，承担起高 质量发展和提升自身投资价值的主体责任，深圳市汇顶科技股份有限公司（以下简称"公司"）结合自身 发展战略和实际经营情况，于2025年6月25日披露了《关于2025年度"提质增效重回报"行动方案的公 告》（简称"行动方案"，公告编号：2025-039）。现将近半年进展情况公告如下： 一、聚焦主营业务，提升经营质量 受益于超声波指纹传感器、NFC/eSE、屏下光线传感器、主动笔方案等新产品持续放量，公司2025年前 三季度实现营业收入35.21亿元，同比增长9.25%。受营业收入、毛利率、其他收益增长及出 ...

Investment Rating - The report maintains a rating of "Accumulate" for the company [4] Core Views - The company has experienced rapid profit growth in the first half of 2025, driven by the expansion of innovative products such as ultrasonic fingerprint sensors and light sensors, which have seen increased commercial scale since their introduction in Q4 2024 [2][3] - The overall gross margin for the first half of 2025 was 43.28%, an increase of 1.23 percentage points year-on-year, while the net profit margin rose by 5.07 percentage points to 19.13% [2] - The company is focused on continuous innovation and has launched several new products, including a new light sensor with glass-plastic hybrid packaging and enhanced NFC solutions, which are expected to drive further growth [3][10] Financial Summary - For 2023A, the company reported revenue of 4,408 million yuan, with a projected revenue of 4,375 million yuan for 2024A, and an expected increase to 5,288 million yuan in 2025E, reflecting a growth rate of 20.9% [1] - The net profit attributable to the parent company is projected to grow significantly from 165 million yuan in 2023A to 604 million yuan in 2024A, and further to 821 million yuan in 2025E, indicating a year-on-year growth rate of 36.1% [1] - The company's earnings per share (EPS) is expected to rise from 0.36 yuan in 2023A to 1.31 yuan in 2024A, and reach 1.78 yuan in 2025E [1] Product Development and Market Position - The company has established long-term partnerships with major global brands across various sectors, including smartphones and automotive electronics, enhancing its market presence [10] - The global smartphone market is showing signs of recovery, with an increase in shipments, which is expected to benefit the company's product lines, particularly in ultrasonic fingerprint sensors [9][10] - The company is actively developing next-generation products to support a wider range of customer models, aiming to capture a larger market share [9][10]

Core Viewpoint - The announcement of an investigation into the president of Huida Technology, Liu Yuping, for insider trading raises concerns about corporate governance and potential impacts on the company's stock performance and operations [1][2]. Company Overview - Huida Technology, established in 2002 and listed on the Shanghai Stock Exchange in 2016, specializes in chip design and software development, providing comprehensive application solutions across four core areas: sensing, AI computing, connectivity, and security [2]. - The company primarily serves the smart terminal, IoT, and automotive electronics sectors with advanced semiconductor hardware and software solutions [2]. Recent Developments - Liu Yuping, who has been president for less than six months, was appointed on March 19, 2023, and has a long history with the company, having joined in 2005 and held various key positions [1]. - Following Liu's appointment, Huida Technology's stock price increased by 28.5%, rising from a low of 62.21 CNY per share on April 9 to 79.94 CNY per share by August 26 [2]. Financial Performance - For the first half of 2023, Huida Technology reported a revenue of 2.251 billion CNY, a slight decrease of 0.20% year-on-year, while net profit attributable to shareholders increased by 35.74% to 431 million CNY [2]. - The revenue decline was attributed to lower shipment volumes due to customer inventory strategies, while profitability improved due to reduced chip procurement costs and new product launches [2]. Future Outlook - In 2024, Huida Technology plans to expand the commercial scale of new products, including ultrasonic fingerprint sensors and next-generation under-screen light sensors, which are expected to see increased adoption in various smartphone models [3]. - The company is also focusing on advancements in robotics and AI, aiming to enhance its technology offerings and collaborate with system manufacturers to meet diverse application needs [3].

Core Viewpoint - The article discusses the financial performance and strategic developments of two companies, Visionox and Goodix Technology, for the year 2024, highlighting their revenue growth, product innovations, and market expansions. Visionox - In 2024, Visionox achieved a revenue of 7.929 billion yuan, representing a year-on-year growth of 33.80% [2][3] - The net profit attributable to shareholders was -2.505 billion yuan, an improvement of 1.221 billion yuan compared to the previous year [2][3] - Revenue from OLED products reached 7.494 billion yuan, a significant increase of 46.01% year-on-year [4] - The company focused on enhancing customer experience and expanding its diversified brand customer base, with a notable increase in shipment volumes [4] - Visionox's collaborations span various sectors, including smartphones, wearables, tablets, laptops, and automotive displays, with significant advancements in the automotive display field [5] - The company is investing in high-generation AMOLED production lines and has launched the world's first intelligent pixelization technology production line [5][6] - New technologies introduced include a novel luminescent material system and advanced dimming solutions, enhancing product offerings in the AMOLED market [5][6] Goodix Technology - Goodix Technology reported a revenue of 4.375 billion yuan in 2024, a slight decrease of 0.75% year-on-year, while net profit attributable to shareholders surged by 265.8% to 603 million yuan [8][9] - The company experienced a 5.5% increase in shipment volume, reaching 1.25 billion units, driven by rising market demand and new product launches [8][10] - Despite a decline in average selling prices due to market conditions, the gross margin improved from 40.5% to 41.8% due to lower chip procurement costs [10] - Goodix has successfully commercialized several products, including ultrasonic fingerprint sensors and new generation under-display light sensors, with significant adoption by major smartphone brands [11][12] - The company is optimizing resource allocation and enhancing core competitiveness through strategic adjustments, including the sale of its subsidiary DCT GmbH [13]