5000万像素手机应用CMOS图像传感器产品
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“百元股”688213,预计前三季度盈利翻倍
Zheng Quan Shi Bao· 2025-10-17 11:13
Core Viewpoint - The company, Sitoway, anticipates significant growth in its performance for the first three quarters of 2025, with substantial increases in both revenue and net profit compared to the previous year [1][2]. Financial Performance - Expected revenue for the first three quarters of 2025 is projected to be between 6.1 billion to 6.5 billion yuan, representing an increase of 1.89 billion to 2.29 billion yuan, or a growth rate of 45% to 54% [1]. - The anticipated net profit for the same period is estimated to be between 656 million to 736 million yuan, an increase of 383 million to 463 million yuan, translating to a growth rate of 140% to 169% [1]. - The expected non-GAAP net profit is projected to be between 646 million to 726 million yuan, with an increase of 340 million to 421 million yuan, reflecting a growth rate of 112% to 138% [1]. Business Segments - In the smartphone sector, the company has deepened collaborations with multiple clients, leading to a significant increase in the shipment of high-end 50-megapixel products based on LoficHDR®2.0 technology [1][3]. - In the automotive electronics field, the company has seen a substantial rise in the shipment of products related to intelligent driving and in-cabin applications [2]. - The company has also experienced growth in the high-end security product segment and the emerging machine vision market, enhancing its profitability as revenue scales up [2]. Market Trends - The global CMOS image sensor (CIS) market is expected to grow at a compound annual growth rate of 4.4%, increasing from 23.2 billion USD in 2024 to 30.1 billion USD by 2030, with smartphones being the largest downstream application [3]. - Continuous investment by smartphone manufacturers in imaging performance is driving the development of the CIS market, as consumer demands for photo and video quality increase [3]. Stock Performance - The company's stock has shown a fluctuating upward trend throughout the year, with a recent price of 101.47 yuan per share, reflecting a year-to-date increase of over 30% [4].