舜宇光学科技上半年营收196.5亿元,净利润同比增长52.6%

老虎资讯综合
Aug 19, 2025

8月19日,舜宇光学科技上半年营收196.5亿元,同比增长4.2%;上半年净利润16.5亿元,同比增长52.6%。

公告称,收入增加主要是因为集团车载相关产品、手机相关产品和XR相关产品的收入均实现增长。

于报告期内,集团的毛利约38.94元,较去年同期增加约20.0%。毛利率则约19.8%,较去年同期增加约2.6个百分点。毛利率的增加主要是因为手机镜头和手机摄像模组产品结构改善使得毛利率提升,以及毛利率更高的车载相关业务收入增速更快。

2025年上半年,集团车载镜头的市占率稳居全球第一,持续保持行业领先优势。此外,集团深耕优势业务,引领行业创新。2025年上半年,集团完成了新一代除雾技术的研发,该技术可使车载镜头的水雾消散效果更佳,并已应用在多个车厂项目上。此外,集团继续推进高像素玻塑混合车载镜头的研发创新,实现玻塑混合车载镜头高精度仿真和稳定性两项关键技术的突破。此类高性价比产品进一步夯实了集团在高级辅助驾驶(ADAS)车载镜头市场中的技术领先地位。

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