Electronic Equipment and Instruments

Goertek

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GoerTek Inc. released its Q3 2025 financial report (up to September 2025) after the A-share market closed on the evening of October 24, 2025, Beijing time. The key points are as follows: 1. Overall performance: revenue &amp; gross margin, both have rebounded. ① GoerTek Inc.'s total revenue for the third quarter of 2025 was 30.6 billion yuan, a year-on-year increase of 4.4%, better than the market expectation (28 billion yuan). The growth in the company's revenue was mainly driven by downstream customers' stocking, partly in preparation for the release of new products such as iPhone, AirPods, and MR in September; ② The company's gross margin for this quarter was 12.8%...

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GoerTek: Steady Stocking, Meta's Flat Performance, When Will VR/AR 'Make a Big Move'?

Today’s Key News Recap

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0826 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. According to foreign media reports, Trump signed an executive order to remove Federal Reserve Governor Lisa Cook from her position on the grounds of &#34;alleged mortgage fraud,&#34; effective immediately. This unprecedented move marks a significant escalation in his offensive against the Federal Reserve. Following the announcement, the dollar fell sharply, gold surged, and the U.S. Treasury yield curve steepened, reflecting concerns over the Fed's independence and long-term inflation expectations. 2. The National Press and Publication Administration officially announced the game license approval results for August 2025, with a total of 166 domestic online games and 7 imported online games approved...

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Guangzhou's first downtown duty-free shop opens, China Duty Free surges intraday; GoerTek hits limit-up | Today's Important News Recap

$Goertek(002241.SZ) released its Q2 2025 financial report and interim report (as of June 2025) after the A-share market closed on the evening of August 21, 2025, Beijing time. Key points are as follows: 1. Overall Performance: GoerTek Inc.'s total revenue for Q2 2025 was RMB 21.2 billion, a year-on-year increase of 0.8%. Revenue stabilized this quarter, mainly driven by the smart components and smart hardware businesses. The company's gross margin for the quarter was 14.3%, an increase of 0.7 percentage points year-on-year. Previously, the company's gross margin had significantly declined, mainly due to factors such as the reduction in AirPods orders...

GoerTek: Gross Margin Recovery 'Steady Pace', Meta's New Launch 'Another Boost'?

GoerTek 2Q25 Quick Interpretation: The company's financial report this time is overall quite good. The revenue side stabilized and rebounded this quarter, and the company's gross margin achieved a significant improvement in the first half of the year.Looking at specific business segments:a) Smart hardware remains the largest segment. Affected by the overall decline in XR demand, the company's smart hardware business had experienced continuous decline.However, in the first half of the year, smart hardware revenue remained stable, and the market is more looking forward to new products from major clients in the second half of the year.Driven by products such as AI smart glasses, the gross margin of the smart hardware business continued to rise in the first half of the year;b) The revenue of the smart acoustic integrated business declined significantly in the first half of the year, mainly due to the impact of the product iteration cycle.In the first half of the year, the gross margin of smart acoustic integrated products could still be maintained at around 10%, and the revenue decline was mainly due to product demand impact, with the company's share in TWS earphones somewhat recovering.It is expected that Apple will release new AirPods in the second half of the year, which will boost the business;c) The precision components business rebounded in the first half of the year, mainly driven by relatively optimistic stocking demand from downstream manufacturers under the assistance of state subsidies and the stocking of new products such as AR glasses.The company's overall operating expenses remained relatively stable, and profit growth mainly came from the improvement in gross margin, with significant profitability improvement in smart hardware and precision components businesses.In the second half of the year, affected by the traditional peak season, the company's overall performance will improve.As GoerTek gradually shifts its business focus to the smart hardware segment, the market is more looking forward to XR new products in the second half of the year.If Meta's new products can succeed, it will bring more imagination space to the company. For more specific content, please follow Dolphin Research's subsequent detailed commentary. $Goertek(002241.SZ)

Goertek released its Q1 2025 earnings report (as of March 2025) after the A-share market close on April 21, 2025 Beijing time. Key points are as follows: 1. Overall performance: Demand declined, revenue dropped again. ①$Goertek(002241.SZ) reported total revenue of 16.3 billion yuan in Q1 2025, down 15.6% YoY, missing market expectations (20.9 billion). The Q1 decline was mainly affected by weakening demand for VR devices and other products. After achieving double-digit recovery growth in Q4, the company fell back into decline territory in Q1...

VR "bomb", tariffs "backstab", where is the way out for Goertek?

$Goertek(002241.SZ)Quick Interpretation: The company's financial report this time is not ideal, with revenue declining by double digits again this quarter. The growth in the company's profits is mainly driven by non-operational factors such as investment income.Previously, the company's annual report showed a significant improvement in the fourth quarter's performance, mainly driven by the low-cost version of Quest 3S and Apple's new product AirPods 4, which led to good market expectations for the first quarter. However, the company's Q1 revenue has declined again, further indicating weak downstream demand.In addition, the company has production capacity in both Vietnam and China. The continuous adjustment of tariff policies may also bring additional cost burdens to the company, and its operational side will continue to face pressure.

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0121 | Dolphin focuses on: 🐬 Macro/Industry 1. Trump officially took the oath of office as the 47th President of the United States, promising &#34;America First&#34; in his inaugural speech, focusing on combating illegal immigration, high inflation, and oil extraction. Regarding tariffs, he mentioned, &#34;We will impose tariffs and taxes on foreign goods to make our citizens prosperous,&#34; but did not disclose relevant details. (Later signed an executive order announcing a 25% tariff on goods imported from Canada and Mexico starting February 1.) Today, the Hong Kong stock market showed an overall warming trend. 2. Worth noting is...

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Trump takes office, TikTok temporarily unblocked；GoerTek shifts to Hong Kong Stock Exchange ｜ Today's important news review

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Good afternoon, everyone! I am Dolphin Jun. Today, both the Hong Kong and A-share markets experienced a significant pullback, with the Hang Seng Index directly breaking through the 20,000-point mark in the afternoon. Chinese concept stocks were hit hard, with Meituan and JD.com dropping over 5%. With the U.S. election concluded, there remains uncertainty regarding the policies under Trump's administration, and the previously optimistic expectations have been overly priced in, exacerbating market volatility. Most sectors, including semiconductors and consumer goods, declined, while the pharmaceutical sector, which has been lurking at the bottom, surged against the trend today. This is somewhat related to the late announcement made by the National Healthcare Security Administration and the General Office of the Ministry of Finance regarding the &#34;Notice on Properly Carrying Out Medical Insurance Fund Prepayment Work&#34;...

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Hong Kong and A-shares fell across the board. Can the bull market continue?

A good financial report, with both revenue and profit exceeding expectations

Meta and Apple both released new products, did Goer make a move again?

Shanghai Yuanqi Dazhanhoutu Technology Co., Ltd. Established

Goertek released FY2025 Q3 earnings on October 24 After-Market (BJT), actual revenue CNY 30.56 B (forecast CNY 28.68 B), actual EPS CNY 0.3404 (forecast CNY 0.3329)

Goertek released FY2025 9 Months earnings on October 24 After-Market (BJT), actual revenue CNY 68.11 B, actual EPS CNY 0.7365

Goertek to Release FY2025 Q3 Earnings on October 25 After-Market (BJT), Forecast Revenue CNY 28.68 B, EPS CNY 0.3329

SYNOVO and GoerTek Partner to Introduce Waveguide Technology

舜宇光学科技 Signs Memorandum of Understanding with Goer Optical for Equity Subscription

Goertek released FY2025 Semi-Annual earnings on August 21 During-Market (BJT), actual revenue CNY 37.55 B, actual EPS CNY 0.41

Goertek released FY2025 Q2 earnings on August 21 During-Market (BJT), actual revenue CNY 21.24 B (forecast CNY 18.92 B), actual EPS CNY 0.2661 (forecast CNY 0.1887)

Goertek FY2025 Semi-Annual Earnings Release on August 22, 2025 (BJT)

Gorui Subsidiary Provides $100 Million Loan to Haylo

GoerTek Acquires Companies to Strengthen Apple Supply Chain Ties

Goer Acquires Companies to Strengthen Apple Supply Chain Collaboration

GoerTek Plans to Acquire Two Hong Kong-based Precision Manufacturing Companies for HKD 1.04 Billion

GoerTek Announces Acquisition of Hong Kong Lianfeng Wholly-owned Subsidiaries

GoerTek Obtains Utility Model Patent for Linear Motor

GoerTek Establishes Hefei GoerTek Technology Co., Ltd. Wholly-Owned

GoerTek Implements Share Buyback and Major Shareholder 增持 Plan

Everbright Securities Sees Growth in GoerTek's AI Glasses Business

GoerTek Establishes Hangzhou GoerTek Tech Co., Ltd. Fully Owned

GoerTek repurchased 16.1328 million shares

Earning Release Date

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FY2025 Annual Earning Release 2026.04.24 After-Market

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Goertek(002241.SZ)

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