思特威三领域收入增长净利倍增新品大量出货供应小米吉利终端

长江商报01-27

长江商报消息●长江商报记者沈右荣在三大领域表现均出色，思特威（688213.SH）预计归母净利润翻倍增长。1月25日晚，思特威发布年度业绩预告，公司预计2025年度实现营业收入90亿元左右，同比增长约50%；预计实现归母净利润10亿元左右，同比翻倍增长。年度盈利10亿元左右，对于思特威而言，2025年是爆发式增长。过去几年，公司归母净利润出现波动，年度归母净利润最高不到4亿元。与利润相关的经营...

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沈右荣在三大领域表现均出色，思特威（688213.SH）预计归母净利润翻倍增长。1月25日晚，思特威发布年度业绩预告，公司预计2025年度实现营业收入90亿元左右，同比增长约50%；预计实现归母净利润10亿元左右，同比翻倍增长。年度盈利10亿元左右，对于思特威而言，2025年是爆发式增长。过去几年，公司归母净利润出现波动，年度归母净利润最高不到4亿元。与利润相关的经营现金流，2025年度，思特威预计为正数。针对2025年创新高的经营业绩，思特威解释，公司在智能手机领域、汽车电子领域创新研发的新一代产品大量出货，在智慧安防领域市场份额提升，使得收入和利润明显增长。思特威持续加强产品研发和市场推广，2025年前三季度，公司研发投入达4.27亿元。公司研发出了多样化、差异化的产品系列，覆盖高中低阶的全系列产品。客户资源体系也是思特威的优势。公司产品供应给海康威视、宇视科技、小米科技、比亚迪等知名品牌终端产品中。预盈10亿左右创新高思特威取得了创新高的经营业绩。根据最新发布的年度业绩预告，财务部门初步测算，2025年度，思特威预计实现营业收入88亿元到92亿元，与上年同期相比，将增加约28.32亿元到32.32亿元，同比增幅47%到54%。同期，公司预计实现归母净利润约为9.76亿元到10.31亿元，与上年同期相比，将增加约5.84亿元到6.38亿元，同比增幅149%到162%。如果取预计数的中位数，2025年的归母净利润将达到10亿元。思特威的归母净利润主要由主营业务贡献。2025年度，公司预计实现的扣非净利润约为9.66亿元到10.20亿元，与上年同期相比，将增加约5.74亿元到6.29亿元，同比增幅为147%到161%。如剔除股份支付费用影响，公司预计扣非净利润约为10.23亿元到10.77亿元，与上年同期相比，将增加约5.24亿元到5.78亿元，同比增幅为105%到116%。2025年，对于思特威而言，注定是一个丰收之年。思特威成立于2017年4月13日，2020年12月完成股改，2022年5月20日登陆科创板。经营业绩方面，2018年、2019年，公司连续亏损，符合科技企业特征。2020年，公司首次实现年度盈利，归母净利润为1.21亿元。随后的2021年至2024年，公司实现的归母净利润分别为3.98亿元、-0.83亿元、0.14亿元、3.93亿元，出现了明显波动。2021年至2024年，公司实现的营业收入分别为26.89亿元、24.83亿元、28.57亿元、59.68亿元，同比变动幅度为76.10%、-7.67%、15.08%、108.87%，除了2022年出现调整外，其余年度均为增长，且2024年表现为翻倍增长。进入2025年，思特威的经营业绩爆发式增长。前三季度，公司实现的营业收入为63.17亿元、归母净利润为6.99亿元，分别同比增长50.14%、155.99%。对比数据发现，2025年前三季度的营业收入、归母净利润均已经明显超过2024年全年，为历史最好水平。针对2025年取得的创纪录经营业绩，思特威解释，主要是新产品出货量大幅增长，使得收入规模和利润增长，公司经营能力提升。研发支撑产品迭代新产品大量出货，原因是思特威的研发突破。思特威主营业务为高性能 CMOS 图像传感器芯片的研发、设计和销售。公司致力于提供多场景应用、全性能覆盖的CMOS 图像传感器产品，产品已被广泛应用在安防、机器视觉、智能手机、汽车电子、工业感知等众多高科技应用领域。根据财报披露，思特威坚持“智慧安防+智能手机+汽车电子”三足鼎立发展方向的同时，加强多元业务布局，在各个市场尤其是智能手机和汽车电子领域持续深耕。思特威的核心竞争力在于研发实力、客户资源体系。公司紧贴客户需求研发，开发了一系列有特色的核心技术。2025年，公司深入挖掘智慧安防、智能手机、汽车电子等新兴图像传感器应用领域客户需求，研发出了多样化、差异化的产品系列，覆盖高中低阶的全系列产品，满足不同定位的客户需求。在芯片研发方面，思特威坚持“研发一代、量产一代、预研一代”的产品开发理念，在“多管齐下”的供应链以及上下游资源体系加持下，实现了较高的芯片研发效率。正是研发能力突出，思特威研发出了适应市场需求的新一代产品，才使得公司2025年经营业绩大幅增长。根据公告，2025年，思特威在三大领域收入均大幅增长。在智能手机领域，公司创新研发推出的基于 Lofic HDR? 2.0 技术的多款主摄高阶5000 万像素产品出货量大幅上升，以及新开发的中高端 HS 系列多款 5000 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思特威三领域收入增长净利倍增 新品大量出货供应小米吉利终端

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思特威三领域收入增长净利倍增新品大量出货供应小米吉利终端