【方正电子|丘钛科技】点评报告:IOT新兴光学需求驱动业绩高增,垂直整合蓄力一体化光学巨头

翼览电子
Sep 07

投资要点事件:公司发布2025年半年报。公司2025H1实现营业收入88.3亿元,同比+15%,实现归母净利润3.1亿元,同比+168%。2025H1,公司毛利率同比提升2.2pct至7.4%。公司收入及盈利能力稳健提升,主要得益于:1)摄像头模组高端产品占比提升,其中车载及IOT领域摄像头模组出货量同比增长48%,集团摄像头模组平均综合单价提升至41.5元,同比提升27%,环比提升16%。2)...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10