Group 1: Business Expansion - The company achieved a revenue of 119,752.13 million yuan in the first three quarters of 2025, representing a year-on-year growth of 51.65% due to increased demand from key customers and successful new product launches [1] - The panoramic/sports camera business saw a significant revenue increase of over 50% year-on-year, with a focus on capacity release and customer development to strengthen its leading position in this niche market [1] Group 2: Machine Vision Business - The company made initial progress in the machine vision sector, successfully entering the supply chains of well-known domestic brands, with applications in lawn mowing robots and motion-sensing gaming devices [1] - Machine vision products feature high resolution, stability, and modular design, leveraging the company's core technological advantages for innovation and development in this field [2] Group 3: Smart Automotive Business - The smart automotive business has experienced rapid growth due to the company's efforts in providing complete lens solutions for vehicles, aligning with the promotion of the "smart driving equality" concept [2] - The advancement of high-level smart driving functions into lower-priced models is driving a new high-growth cycle in the automotive camera industry [2] Group 4: Profitability and Future Outlook - The company's overall gross margin for the first three quarters of 2025 was 24.23%, remaining stable compared to the first half of 2025 [2] - Future strategies to maintain and enhance gross margin include adjusting product structure, improving production processes, and reducing material costs [2]
弘景光电(301479) - 2025年11月10日投资者关系活动记录表