DOTI(301183)2025-04-27 07:22Company Overview - The company focuses on the optical sector, specializing in the R&D, production, and sales of various precision optical components [1] - It has developed a diverse product matrix, including imaging and communication optical components, leveraging core technologies in optical design and manufacturing processes [2] Financial Performance - In 2024, the company achieved a revenue of CNY 597 million, a 69.20% increase year-on-year, with a net profit of CNY 55.82 million, up 271.02% [3] - The imaging optical components segment generated CNY 459 million in revenue, a 65.10% increase, driven by the recovery in smartphone shipments and increased market share of domestic brands [3] - The communication optical components segment saw revenue of CNY 124 million, a significant growth of 101.65%, attributed to enhanced customer development and new product sales [3] Q1 2025 Performance - In Q1 2025, the company reported revenue of CNY 156 million, a 26.88% year-on-year increase, and a net profit of CNY 20.10 million, up 155.43% year-on-year and 28.47% quarter-on-quarter [5] - The growth was supported by increased shipments of optical components for smartphones and a broader range of communication optical products [5] Future Outlook - The company anticipates strong orders for imaging optical components in Q2 2025, particularly from camera module clients, maintaining high capacity utilization [6] - The mobile micro-prism product line is a key focus, aimed at enhancing optical zoom capabilities in smartphones, with plans for a comprehensive development cycle from R&D to mass production [7] - The optical industry is viewed as a high-growth sector with significant market potential, prompting the company to focus on technological advancements and market expansion in various applications, including AR/VR and automotive optics [8]