证券代码：688728 证券简称：格科微公告编号：2026-003 格科微有限公司 2025年年度业绩预告 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 （1）经财务部门初步测算，格科微有限公司（以下简称"公司"）预计2025年年度实现营业收入 750,000.00万元到800,000.00万元，与上年同期相比，将增加111,674.93万元到161,674.93万元，同比增加 17.49%至25.33%。 （2）预计2025年年度实现归属于母公司所有者的净利润为3,800.00万元到5,700.00万元，与上年同期相 比，将减少12,980.59万元到14,880.59万元，同比减少69.49%到79.66%。 （3）预计2025年年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-11,000.00万元 到-7,500.00万元，与上年同期相比，将减少14,565.66万元到18,065.66万元，同比减少206.15%到 255.68%。 （三）本次业绩预告未经注册会计师审计。 二、上年同期业绩情况 2024年度，公司营业收入为638,325.07万元，利润总 ...

证券之星消息，格科微发布业绩预告，预计2025年全年营业收入75亿元至80亿元。 公告中解释本次业绩变动的原因为： (一)主营业务的影响报告期内,公司3,200万及5,000万像素图像传感器出货量持续提升,已累计实现出货超 1亿颗,产品被广泛应用于多个品牌客户机型的前后主摄;5,000万像素产品收到国际知名品牌原始设备制 造商(ODM)订单,并已开始供货。高像素产品收入持续提升,带动公司整体收入由去年同期的638,325.07万 元增长到750,000.00万元至800,000.00万元,同比增长17.49%至25.33%。公司作为高像素市场新进入者,在 定价策略上有所控制,同时部分中低像素产品竞争加剧,因此总体毛利率小幅下降。(二)汇兑损益的影响 公司的日常经营及设备采购涉及美元结算较多,常年会维持一定规模的美元净敞口。2025年美元兑人民 币汇率呈现单边下跌态势,对公司以美元计价的净敞口带来显著汇兑损失。(三)非经常性损益的影响报告 期内,非经常性损益对净利润的影响主要来自计入当期损益的政府补助。 格科微2025年三季报显示，前三季度公司主营收入57.23亿元，同比上升25.66%；归母净利润5018.8 ...

Core Viewpoint - The company has achieved significant milestones in the shipment of high-pixel image sensors, with over 100 million units shipped in 2023, indicating market validation of its high-pixel single-chip integration technology and positive implications for future growth [1][3][4]. Product Development and Market Position - The company has received orders from a well-known international ODM for its 0.7-micron 50 million pixel image sensor, which has already seen partial shipments [2][3]. - The 0.7-micron 50 million pixel image sensor features enhancements in pixel performance, dynamic range, and power consumption, achieving 100% phase detection autofocus density, thus improving shooting accuracy and speed [2][3]. - The company plans to further iterate on high-pixel products and introduce sensors with over 100 million pixels to enhance its core competitiveness and market share [3][4][7]. Financial Performance and Market Share - In the first half of 2025, the revenue from products with 13 million pixels and above is expected to exceed 1 billion yuan, accounting for approximately 46% of the mobile CIS product business [4][7]. - The shipment volume of 32 million pixels and above products has surpassed 40 million units, indicating a growing revenue share from high-pixel products [4][7]. Strategic Direction - The company is focusing on expanding its product specifications in non-mobile CMOS image sensors and enhancing its production capacity through collaborations with domestic foundries [5]. - The company is actively developing automotive front-end chips and has initiated testing for its first 3.0μm 1.3 million pixel product, aimed at applications like 360° surround view and rearview systems [5]. - The company is also exploring emerging markets such as AI glasses, with a 5 million pixel CIS already in mass production for related projects [5]. Manufacturing and Technology Advancements - The company has established its own wafer fabrication plant to ensure efficient collaboration between process and design, which is crucial for rapid innovation and product iteration [8][9]. - The factory is currently operating at near full capacity, transitioning production from lower pixel products to higher pixel offerings, thereby increasing the unit value of its products [8]. - The company aims to strengthen its competitive barriers by customizing products to meet the unique demands of flagship smartphones, automotive, and PC markets [8]. Competitive Landscape - The company has developed an innovative technology path that differentiates it from competitors, leveraging its established brand client base to commercialize high-end CIS products effectively [9]. - The transition to a Fab-Lite model enhances the company's R&D efficiency and production capacity, ensuring the feasibility of promoting high-end products [9].

Core Viewpoint - The company, Geke Micro (688728.SH), has announced the mass production and shipment of its 0.61-micron 50 million pixel image sensor product, which is expected to enhance its core competitiveness in the smartphone market [1] Group 1 - The new image sensor product has entered the main camera market for branded smartphones [1] - The mass production and shipment of this product will positively impact the company's future development [1]

Core Viewpoint - The company GeKongwei (688728.SH) has announced the mass production and shipment of its 0.61-micron 50 million pixel image sensor product, which is expected to strengthen its core competitiveness and positively impact future development [1] Group 1 - The 0.61-micron 50 million pixel image sensor has entered the main camera market for branded smartphones [1] - The mass production and shipment of this product will help consolidate the company's market position [1] - The development is anticipated to have a positive influence on the company's future growth [1]