思特威(688213) - 2024年12月16日-12月20日投资者关系记录表

Financial Performance - Revenue for the first three quarters of 2024 reached 420,755.06 million yuan, a year-on-year increase of 137.33% [1] - Net profit attributable to shareholders was 27,323.78 million yuan, an increase of 33,871.24 million yuan compared to the same period last year [1] - Non-GAAP net profit attributable to shareholders was 30,494.83 million yuan, an increase of 36,487.25 million yuan [1] R&D and Innovation - R&D investment in the first three quarters of 2024 was 32,117.38 million yuan [2] - The company focuses on developing core technologies in smart security, smartphones, and automotive electronics, offering a diverse product series to meet various customer needs [2] Business Model - The company operates under a Fabless model, specializing in CMOS image sensor R&D, design, and sales, while outsourcing wafer production and packaging [2] - It maintains an independent R&D, procurement, production, and sales system, with most final testing (FT testing) conducted in-house [2] Strategic Direction - The company adheres to a three-pillar strategy: smart security, smartphones, and automotive electronics [1][3] - Future plans include maintaining R&D investment, optimizing product matrices, enhancing product performance and user experience, and expanding market opportunities in core areas [3] Investor Relations - The company engaged in investor relations activities from December 16 to December 20, 2024, including offline and online exchanges [5] - Participants included Millennium Fund, Tybourne Capital, Haichuang Fund, and other major institutional investors [5]