Research Express | SmartSens Receives 55 Institutions Including Gaoya Asset; 2025 Net Profit Surges 154.97% YoY

MaticHoleFiller · 2026-03-18T03:29:51+00:00

Techwell (Shanghai) Electronics Co., Ltd. recently conducted investor relations activities with 55 institutional investors to discuss the company's operating conditions and business development. In 2025, the company's net profit increased by 154.97% year-over-year, primarily benefiting from diversified layout and technological innovation in fields such as smartphones and automotive electronics. Additionally, Techwell maintained supply chain stability and promoted sustained business growth by reasonably adjusting prices for security and AIoT products.

MaticHoleFiller

2026-03-18 03:29:51

Abstract generation in progress

Stetway (Shanghai) Electronic Technology Co., Ltd. (hereinafter referred to as “Stetway”) recently conducted targeted research and roadshow activities, engaging in in-depth exchanges with multiple institutional investors on topics such as company operations and business development. This research attracted the participation of 55 institutions, including Gao Yi Asset, Point72, Tianfeng Securities (rights protection), China Securities Global Fund, and others.

Investor Activity Basic Information

Category of Investor Activity
Targeted research and roadshow activities
—
Date
February 27 to March 12, 2026
Location
In-person and online exchanges
Participating Organizations
Hao Advisors, Point72, Tianfeng Securities, Shanghai Silver Fund, BOC International Securities, China Securities Global Fund, Xingyin Fund, Xingyin Wealth Management, Huabao Fund, Huatai Baoxing Fund, Bosera Fund, Guotou Ruixin Fund, Guolian An Fund, Taiping Asset, Morgan Stanley Fund, Puyin Ansheng Fund, Changsheng Fund, Huatai Asset, Guolian Minsheng Securities, Harvest Fund, Changjiang Securities Asset Management, Cactus Fund, Haichuang Investment, Xinhua Fund, Chongyun Investment, Huisheng Fund, Zhejiang Merchants Asset Management, Dingxun Investment, Jing’an Investment, Hongde Fund, Lujiazui International Trust, China Europe Fund, Shenwan Hongyuan Securities, Pengyang Fund, Gao Yi Asset, Huatai Securities Asset Management, Industrial Securities Fund, Galaxy Fund, Western Lide Fund, Chengyang Investment, Anxin Fund, Penghua Fund, Haifutong Fund, HSBC Jintrust Fund, China Merchants Securities, Longquan Investment, Lujiazui Guotai Life Insurance, Fuguo Fund, Junniu Private Equity, Western Securities, Jiangkou Chuangfu Private Equity, Shiyi Investment, China Post Securities, Baoying Fund, etc.
Company Representatives
Ma Weijian, Zhao Song’en, Huang Minjun

Key Content of the Research

2025 Operating Performance: Net Profit Surges by 154.97% Year-over-Year

The company’s management stated that in 2025, Stetway achieved significant growth in operating performance, with net profit attributable to the parent company increasing by 154.97% year-over-year. This performance growth drove an expansion in the company’s asset scale, continuous improvement in per capita revenue, and a substantial enhancement in profitability.

Drivers of High Performance Growth: Diversified Business Layout and Technological Innovation

Regarding the reasons for performance growth, the company indicated that in 2025, it strengthened its diversified business layout in areas such as smartphones, automotive electronics, smart security, and machine vision, continuously deepening product R&D and market promotion. Technological and product innovations propelled rapid sales growth, becoming the core driving force behind profit improvement.

Development of Business Segments: Notable Performance in Smartphones and Automotive Electronics

Smartphone Sector: Continued deepening cooperation with multiple clients, with products covering flagship main cameras, auxiliary cameras, and multispectral cameras. High-end 50MP main camera products based on Lofic HDR[®]2.0 technology saw a significant increase in shipments. Newly developed mid-to-high-end HS series 50MP products achieved mass production and shipment, driving substantial revenue growth in this area.
Automotive Electronics: The shipment volume of new-generation products for intelligent assisted driving (surround view, front view) and in-cabin applications increased significantly year-over-year, leading to leapfrog revenue growth.
Smart Security and Machine Vision: Market share in high-end security and smart home security applications continued to rise; as a pioneer in machine vision, the company seized market opportunities, maintaining growth in emerging machine vision fields.

Price Increases in Security and AIoT Products: Building a Healthy Ecosystem through Industry Chain Collaboration

In response to market concerns about price increases in security and AIoT products, the company explained that demand in this sector remains strong. Leveraging its product advantages and market position, the company has implemented moderate price adjustments in collaboration with customers and suppliers to jointly build a healthy industry ecosystem. The differential price increases are mainly based on the company’s full-process domesticization strategy, aimed at optimizing production mix and ensuring continuous, stable, and high-cost-performance product supply amid market fluctuations.
The company also mentioned that in February 2025, it signed a strategic cooperation agreement with Jinghe Integration, setting phased capacity supply targets. As the smart security, AIoT, smartphone, and automotive electronics businesses develop, Jinghe Integration’s supply volume will gradually increase to support CIS product capacity needs. Prices for mobile and automotive products will be adjusted according to market conditions to meet customer demands and ensure sustainable operations.

Supply Chain Stability: Multi-Regional Layout and Diversified Partnerships

To ensure supply chain stability, the company has adopted a multi-regional supply chain strategy, establishing strategic cooperation platforms with wafer foundries and packaging/testing partners across multiple countries and regions. Through a “multi-pronged” approach to resource integration, the company is building a diversified, multi-tiered supply chain system to guarantee capacity stability and optimize cost structure.

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