思特威(688213) - 2024年7月22日-7月23日投资者关系记录表

Group 1: Financial Performance - The company expects to achieve a revenue of 240,000 to 250,000 million yuan for the first half of 2024, an increase of 132,729 to 142,729 million yuan compared to the same period last year, representing a growth rate of 124% to 133% [3] - The projected net profit attributable to the parent company for the first half of 2024 is between 13,500 to 15,500 million yuan, an increase of 20,134 to 22,134 million yuan compared to the previous year [3] Group 2: Growth Drivers - The growth in revenue is attributed to the launch of new iterative products in the smart security field, which have improved performance and competitiveness, leading to a significant increase in sales volume [4] - The company has successfully opened a second growth curve in the smartphone sector, with a notable increase in revenue driven by high-end 50 million pixel products shipped for flagship smartphones [4] Group 3: Competitive Advantages - The company's products are widely used in various applications, including smart security, automotive electronics, and consumer electronics, driving the advancement of smart living [5] - The company has established a comprehensive layout with FSI-RS, BSI-RS, and GS series products, enabling it to compete effectively with leading CMOS image sensor manufacturers [5] Group 4: Future Strategy - The company aims to enhance its product series and application areas, strengthen talent development, and improve research and development efficiency to maintain close ties with downstream applications and customers [6] - Continuous improvement of product performance and user experience is a priority to increase market share and brand influence [7]