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樂鑫科技(688018.SH):預計半年度淨利潤同比增加65%到78%
格隆匯 07-07 15:36

格隆匯7月7日丨樂鑫科技(688018.SH)公佈,(1)經財務部門初步測算,預計2025年半年度實現營業收入為122,000萬元到125,000萬元,與上年同期(法定披露數據)相比,將增加29,979萬元到32,979萬元,同比增加33%到36%。(2)歸屬於母公司所有者的淨利潤為25,000萬元到27,000萬元,與上年同期(法定披露數據)相比,將增加9,836萬元到11,836萬元,同比增加65%到78%。(3)歸屬於母公司所有者的扣除非經常性損益的淨利潤為23,000萬元到25,000萬元,與上年同期(法定披露數據)相比,將增加8,432萬元到10,432萬元,同比增加58%到72%。

(1)本期營收增長主要得益於我們的無線SoC解決方案在更廣泛的數字化場景中正被加速採納。除了智能家居以外,能源管理、工業控制等仍然維持較好的增速。AI玩具、音樂教育、智慧農業等新興領域開始萌芽。樂鑫的產品應用於泛IoT領域,着眼於長期的數字化升級,而非依賴某個行業或客户的短期爆發性增長。樂鑫長期以來堅持2D2B(toDevelopertoBusiness)的商業模式,目前已發展成為一家物聯網技術生態型公司,公司品牌影響力在全球範圍持續攀升。伴隨着公司開發者生態持續壯大,我們的產品品牌ESP32的身影出現在世界各地,各行各業智能化方案不斷推陳出新,進一步拓展了物聯網市場的增長,助力樂鑫挖掘更多商業機會。(2)公司毛利率仍然維持在40%以上,達到預期目標。本期的主要費用是研發投入,同比增加20%到25%。當收入增長超過研發費用增速時,經營槓桿效應推動利潤迅速提升。

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