（二）业绩预告情况 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、准确性和完整性依法承担法律责任。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年9月30日。 （1）经财务部门初步测算，思特威（上海）电子科技股份有限公司（以下简称"公司"）预计2025年前 三季度实现营业收入610,000万元到650,000万元。与上年同期相比，将增加189,245万元到229,245万元， 增幅45%到54%。 （2）预计2025年前三季度实现归属于母公司所有者的净利润65,603万元到73,603万元。与上年同期相 比，将增加38,279万元到46,279万元，增幅140%到169%。 （3）预计2025年前三季度实现归属于母公司所有者的扣除非经常性损益的净利润为64,633万元到72,633 万元，与上年同期相比，将增加34,138万元到42,138万元，增幅112%到138%。如剔除股份支付费用的 影响，归属于母公司所有者的扣除非经常性损益的净利润为69,163万元到77,163万元。与上年同期相 比，将增加30,428万元到38,4 ...

Core Viewpoint - The company, Sitwei, has reported significant growth in revenue and net profit for the first three quarters of 2025, driven by breakthroughs in four key areas: smartphones, automotive electronics, smart security, and machine vision [3][4] Revenue Performance - The company expects to achieve revenue between 6.1 billion to 6.5 billion yuan from January 1 to September 30, 2025, representing an increase of 1.892 billion to 2.292 billion yuan compared to 4.208 billion yuan in the same period last year, with a growth rate of 45% to 54% [3] - The net profit attributable to the parent company is projected to be between 656 million to 736 million yuan, an increase of 383 million to 463 million yuan from 273 million yuan in the previous year, reflecting a growth rate of 140% to 169% [3] - The net profit excluding non-recurring gains and losses is expected to be between 646 million to 726 million yuan, an increase of 341 million to 422 million yuan year-on-year, with a growth rate of 112% to 138% [3] Key Growth Drivers - **Smartphone Sector**: The company has seen a surge in shipments of high-end products, particularly those based on LoficHDR®2.0 technology, which have gained market recognition due to their high dynamic range, low noise, and low power consumption [4] - **Automotive Electronics**: New generation products for intelligent driving have experienced significant year-on-year growth, enhancing the company's market share in the automotive CIS sector [4] - **Smart Security and Machine Vision**: The company has expanded its share in the professional security market with high-end products and has capitalized on opportunities in the emerging machine vision sector, leading to substantial revenue growth [4] - **Scale Effect**: The continuous expansion of revenue across various sectors has led to a notable improvement in profit margins, demonstrating a simultaneous advancement in revenue growth and profit quality [4]

Core Viewpoint - The company, Sitwei (688213.SH), anticipates a significant increase in net profit for the first three quarters of 2025, projecting a range of 656.03 million to 736.03 million yuan, representing a year-on-year increase of 382.79 million to 462.79 million yuan, or a growth rate of 140% to 169% [1] Group 1: Business Performance - In the smartphone sector, the company has deepened collaborations with multiple clients, leading to a substantial increase in the shipment of high-end 50 million pixel products based on LoficHDR®2.0 technology [1] - The automotive electronics segment has seen a significant rise in the shipment of new generation products used in smart driving applications, including surround view, panoramic view, and front view systems [1] - In the smart security field, the company has increased its market share in high-end security products within the professional security sector, while also experiencing substantial revenue growth in the emerging machine vision sector [1] Group 2: Profitability - The company's revenue growth has led to an improvement in profitability, with a notable increase in net profit margin [1]

Core Viewpoint - The company, Sitwei (688213.SH), expects a significant increase in net profit attributable to shareholders, projecting between 656 million to 736 million yuan for the first three quarters of 2025, representing a year-on-year growth of 140% to 169% [1] Group 1: Smartphone Sector - The company has launched multiple high-end 50 million pixel products based on LoficHDR®2.0 technology, resulting in a substantial increase in shipment volume [1] - Revenue in the smartphone sector has seen significant growth due to the mass production and shipment of various products based on the domestic StackedBSI platform [1] Group 2: Automotive Electronics Sector - In the automotive electronics sector, the company has experienced a notable increase in shipment volume for new generation products used in smart driving applications, including surround view, top view, and front view systems [1] Group 3: Smart Security Sector - The company's high-end security product series has continued to gain market share in the professional security field [1] - As a pioneer and leader in the machine vision sector, the company has achieved substantial revenue growth in the emerging machine vision market [1]

Core Insights - The company reported a significant increase in revenue and profit for the first half of 2025, with operating income reaching 3.786 billion yuan, a year-on-year growth of 54.11% [1] - The net profit attributable to shareholders was 397 million yuan, reflecting a substantial year-on-year increase of 164.93% [1] - Basic earnings per share stood at 0.99 yuan [1] Business Segments - In the smartphone sector, the company experienced notable revenue growth [1] - The smart security segment saw a rise in sales due to the launch of upgraded products with superior performance and competitiveness, leading to a significant increase in revenue from high-end security products [1] - In the automotive electronics sector, the company reported a substantial year-on-year increase in the shipment of new generation products used in intelligent driving applications, including surround view, panoramic view, and in-cabin systems [1]