本季度信息
根据丘钛科技（集团）有限公司公告，2025财年经调整净利润预计较2024财年的人民币2.79亿元同比增长约400%至450%，折合约人民币13.95亿元至15.35亿元。公告显示，营业收入在全球智能驾驶和物联网智能终端等非手机领域摄像头模组需求提升的带动下实现同比稳健增长，同时高端摄像头模组与指纹识别模组的销售规模扩大，进一步推升产品附加值。公告还提及处置附属公司Kunshan Q Tech Microelectronic (India) Private Limited部分股权所带来的收益以及联营公司业绩改善共同促进了净利润的大幅跃升。
公告指出，毛利率较上一年显著改善，主要得益于高端产品占比提高以及内部营运效率的优化。公司持续推进智能化改造，提升开发效率、质量管控及交付能力，在收入稳健增长的同时保持了较好的盈利能力。
业务分项
公告显示，公司一直加快推进非手机领域智能视觉产品的业务布局。摄像头模组在智能驾驶、手持拍摄设备与其他物联网终端的需求快速增长，加之光学防抖、潜望式及超声波指纹识别等高端产品销售大幅提升，带动整体收入和毛利率同步稳中向好。
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