思特威(688213) - 2024年11月25日-11月29日投资者关系记录表

Financial Performance - Revenue for the first three quarters of 2024 reached 420,755.06 million yuan, a year-on-year increase of 137.33% [3] - Net profit attributable to shareholders was 27,323.78 million yuan, an increase of 33,871.24 million yuan compared to the same period last year [3] - Non-GAAP net profit was 30,494.83 million yuan, an increase of 36,487.25 million yuan [3] Business Model and Strategy - The company operates under a Fabless model, focusing on CMOS image sensor R&D, design, and sales, while outsourcing wafer production and packaging [3][4] - The company has established its own testing facilities to ensure product quality and convenience in final testing [4] - Future strategy emphasizes maintaining R&D investment, optimizing product matrix, enhancing product performance, and expanding market presence in smart security, smartphones, and automotive electronics [4][5] R&D and Innovation - R&D investment for the first three quarters of 2024 was 32,117.38 million yuan [4] - The company focuses on developing high-quality, intelligent video solutions tailored to customer needs, with a diverse product series covering high, mid, and low-end markets [4] Market and Growth - The company has successfully developed a second growth curve in the smartphone sector [3][5] - Plans to strengthen cooperation with core clients, explore new market opportunities, and expand into new application areas to sustain high growth rates [5]