8月22日晚，思特威（688213.SH）披露了2025年半年度报告，2025年上半年，公司实现营业收入37.86 亿元，较上年同期增长54.11%；实现归属于母公司所有者的净利润3.97亿元，较上年同期增长 164.93%。 多家主流车厂继续深化合作，助力智能化网联化加速革新 在汽车电子领域，公司与多家主流车厂继续深化合作，行业解决方案能力、影响力显著提升，覆盖车型 项目数量持续增加，应用于智能驾驶（包括环视、周视和前视）和舱内等新一代产品出货量同比大幅上 升，未来也将持续助力汽车智能化趋势和车企智驾平权方案并从增量市场中获益。 公司坚持"智慧安防+智能手机+汽车电子"三足鼎立发展方向的同时，加强多元业务布局，在各个市场 尤其是智能手机和汽车电子领域持续深耕，加强产品研发和市场推广，促进产品销售。 智能手机全国产系列持续扩充，推动移动影像发展再攀新高峰 在智能手机领域，公司与多家客户的合作持续全面加深、产品满足更多的应用需求，应用于高阶旗舰手 机主摄、广角、长焦和前摄镜头的数颗新一代高阶5000万像素产品和应用于普通智能手机主摄的5000万 像素高性价比产品出货量大幅上升，带动公司智能手机领域营业收入显著增 ...

本报讯 （记者张文湘）8月22日晚间，思特威（上海）电子科技股份有限公司（以下简称"思特威"）披 露了2025年半年度报告。2025年上半年，公司实现营业收入37.86亿元，较上年同期增长54.11%；实现 归属于上市公司股东的净利润为3.97亿元，较上年同期增长164.93%。 今年上半年，思特威坚持"智慧安防+智能手机+汽车电子"三足鼎立发展方向的同时，加强多元业务布 局，在各个市场尤其是智能手机和汽车电子领域持续深耕，加强产品研发和市场推广，促进产品销售。 在智能手机领域，公司与多家客户的合作持续全面加深，产品满足更多的应用需求，应用于高阶旗舰手 机主摄、广角、长焦和前摄镜头的数颗新一代高阶5000万像素产品和应用于普通智能手机主摄的5000万 像素高性价比产品出货量大幅上升，带动公司智能手机领域营业收入显著增长。 在工业机器视觉应用领域，公司全新推出的工业面阵高性能全局快门图像传感器产品SC136HGS，能够 为自动导引车（AGV）、工业相机等多种工业机器视觉应用提供更精确、清晰、稳定的影像。 在汽车电子领域，公司与多家主流车厂继续深化合作，行业解决方案能力、影响力显著提升，覆盖车型 项目数量持续增加 ...

Core Viewpoint - The company, SmartSens Technology (688213.SH), has demonstrated strong growth in both revenue and profit in Q1 2024 and Q1 2025, driven by the synergistic development of its three main business segments: smart security, smartphones, and automotive electronics [1][2]. Group 1: Financial Performance - In 2024, the company achieved a revenue of 5.968 billion yuan, representing a year-on-year increase of 108.87%, with a net profit of 393 million yuan, up 2662.76% [2]. - For Q1 2025, the company reported a revenue of 1.75 billion yuan, a year-on-year growth of 108.94%, and a net profit of 191 million yuan, increasing by 1264.97% [4]. - The overall gross margin for 2024 and Q1 2025 was 21.09% and 22.79%, respectively, reflecting an increase of 1.13 percentage points and 1.53 percentage points year-on-year [4]. Group 2: Business Segments - The smart security segment generated revenue of 2.15 billion yuan in 2024, growing by 28.64%, accounting for 36.03% of total revenue [3]. - The smartphone business, as the largest revenue source, achieved 3.291 billion yuan in revenue, a year-on-year increase of 269.05%, contributing over 50% to the company's main revenue [2]. - The automotive electronics segment saw sales of 527 million yuan in 2024, marking a growth of 79.09%, driven by the increasing demand for intelligent driving solutions [3]. Group 3: Market Position and Innovation - The company ranked fifth in the global mobile CIS market in 2024, with a market share of 11.2% according to TSR data [2]. - The company has been recognized multiple times for its technological capabilities, winning the "Top Ten Chinese IC Design Companies" award for the third consecutive year and the "Best Sensor/MEMS Award" for its SC485SL product [6]. - The company continues to innovate, launching products like the SC1200IOT sensor for AI glasses, which features low power consumption and high sensitivity, catering to emerging markets [7].