2025年7月15日，华米科技单日暴涨46.29%，月内公司股价累计上涨395.86%，创下近三年以来新高。 | 分时 多日 1分 5分 15分 30分 60分 90分 2小时 图 川 月 更多 | F9 前复权 超级量如 画馆 工具 @ 0 > ZEPP HEALTH | | | ZEPF | | --- | --- | --- | --- | --- | | ZEFP:NZEPP HEALTH 2025/07/18 @ 13.190 幅 4.00%(-0.930) FF 14.100 商 14.100 低 12.610 JB 13.165 量 38.14万 净 5.41% 幅 11.14% 额 402.06万 | | | | 94,338(CNY | | 9 MAS 12.778 ↑ MA10 9.445 ↑ MA20 6.037 ↑ MA60 3.719 ↑ MA120 3.294 ↑ MA250 3.158 ↑ | 13.190 2024/11/12-2025/07/18(168日) | | | 0.990 -6.98% | | | NYSE USD 20100:01 (ATT | | | . | | ...

Core Points - Zepp Health Corporation will report its second quarter 2025 unaudited financial results on August 3, 2025 [1] - A conference call is scheduled for 9:30 p.m. ET on the same day, with access details provided for participants [1] - The company has shipped over 200 million units of its products and operates in more than 90 countries and regions [2] Company Overview - Zepp Health Corporation is a leader in smart wearables and health technology, focusing on optimizing health, fitness, and wellness journeys [2] - The company operates under consumer brands such as Amazfit, Zepp Clarity, and Zepp Aura, utilizing its proprietary Zepp Digital Management Platform [2] - Founded in 2013 as Huami Corp., the company rebranded to Zepp Health Corporation in February 2021 to emphasize its health focus [2]

Core Viewpoint - Zepp Health's stock price has more than doubled in the past two weeks, with a forecast of 30% revenue growth in Q2, marking the first year-on-year increase in three years [1][6] Group 1: Company Transformation - Zepp Health is transitioning from being a contract manufacturer for Xiaomi to developing its own brand, Amazfit, which is expected to drive growth [3][5] - The company has seen a significant decline in revenue due to its previous reliance on Xiaomi, but is now experiencing a recovery as it focuses on its own brand [5][6] Group 2: Market Dynamics - The cases of Zepp and New Oxygen reflect a shift in investor perception, recognizing that not all Chinese companies should be viewed with the same skepticism [4] - Despite recent stock price increases, Zepp's price-to-sales ratio remains low at 0.46, indicating potential for further upside compared to global competitors [4][5] Group 3: Financial Performance - In Q1, Zepp reported a slight revenue decline of 3.6% to $38.5 million, but anticipates a 30% revenue growth in Q2 [6] - The company is still operating at a loss, with a net loss of $19.7 million in Q1, although it is optimistic about future growth and margin improvements [6][7] Group 4: Product Development - The anticipated revenue growth is attributed to the successful launch of two new products, Amazfit Active 2 and Bip 6, which have received positive market feedback [6] - The company is addressing supply chain bottlenecks and aims to resolve these issues by the end of June [6]