11/11/2025

speaker
Meeting Moderator
Host (Taiwan Stock Exchange Representative)

Welcome to the 3rd Announcement Meeting of Nanmao Technology Co., Ltd. in 2025. At the beginning of the meeting, your phone will be on silent mode. Now, let's have Dr. Shen Gengxin, who is in charge of strategy and investment, introduce us to today's meeting. Dr. Shen, please. Good afternoon, everyone.

speaker
Shen Gengxin
Head of Strategy and Investment Relations

Welcome to the 3rd Announcement Meeting of Nanmao Technology Co., Ltd. in 2025. Today, we have Mr. Zheng Shijie, the chairman of the company. Good afternoon, everyone. Ms. Shu Yijiao, the vice chairman of the Taiwan Stock Exchange. Good afternoon, everyone. And Mr. Huang Guoliang, the vice chairman and spokesman for strategic and investment relations. Good afternoon, everyone. Today's meeting is hosted by Mr. Zheng, and he will explain the level of the third quarter, followed by Mr. Shu Yijiao, the vice chairman, and his financial indicators. Then, Mr. Zheng will explain the future business trend. After the presentation, we will start to accept your questions. Thank you, Dr. Shen.

speaker
Zheng Shijie
Chairman & CEO

I would like to thank everyone for participating in today's presentation of the results of NAMO Technology. In the third quarter of 2025, even though the demand for mid-range consumer goods is still weak, with the help of the recovery of the demand for memory products, the revenue of the third quarter has grown by 7.1% compared to the second quarter. This is also the third quarter of 2022, to be more profitable. In the third quarter, the net profit has increased by 12.4% due to the improvement in product combination and memory. The second quarter, the net profit has increased by 5.8%. Due to the change in profit, the second quarter has slowed down and the profit has increased. This quarter's EPS is about 0.5 yuan, which is close to the loss level of the first three seasons of this year. In terms of driving power, the average driving power of this season is 66%, which is 68% higher than the standard demand for memory products. The average driving power of mixed signal and memory testing has also risen to about 70%. The average operation rate of the drive IC wind test is 67%. This year, the break-in rate is around 57%. In terms of the distribution and sales of the production department, the demand for the recovery of the memory is about 29.9%. The overall signal and memory test is about 24.7%. 22.3% for the gold and silver parts. In terms of the product category, the DDI-C product is about 21.7%. The gold and silver parts are about 19.7%. D-RAM and S-RAM are about 18.5%. Logic and mixed signal products are about 9.7%. Further, let's look at the overall memory products. compared to last year, the revenue increased by 48.9% compared to last year, the revenue increased by 6%. Compared to last year, the revenue increased by 34.9%. Compared to last year, the revenue increased by 7.8% compared to last year, the revenue increased by 21.7%. Compared to last year, the revenue increased by 7.8% compared to last year, increase by about 12%. The proportion of Flush products is about 30.4%. The growth rate for the second quarter is about 12.7%. Compared to the same period last year, the growth rate is about 34.6%. The proportion of Flush sales this quarter is about 37.6%. Compared to the same period last year, the growth rate is about 7.3%. Compared to the same period last year, the growth rate is more than 60%. As for No-Flush products, the second quarter has grown by about 13.1%, which is more than 2.5% compared to the same period of growth last year. Then, in terms of drive ICs and metal parts, the total revenue of this quarter is about 41.4%. Although the middle-end consumer products are still weak, with the utilization of car panels and other products, its revenue decreased by 0.6% compared to the same period last year, which decreased by 21.8%. On the other hand, its revenue decreased by 0.4% compared to the same period last year, which decreased by 3.4% compared to the same period last year, which decreased by 3.4%. Compared to the second quarter, with a decline of about 0.8%. Of which, in this year's DDIG revenue, more than 37% is from the contribution of the push panel. Its revenue in the second quarter increased by about 14.6%. In terms of O-Lens products, its revenue in this year's DDIG revenue ratio is about 22.9%, with a decline of about 7.3% in the second quarter. In terms of middle-end applications, the proportion of vehicles to products is about 25.1%, while the second-generation has grown by about 4.2%. The smart operation equipment category is 35.7%, while the second-generation has increased by about 2.8%. The TV category is 11.1%, which is the same as the previous season. In addition, the customer demand is strong due to the increase in the number of new products. Consumption of electricity is 21.9% to 6.3% respectively in terms of the budget. The economy is clearly growing in the first quarter. These are the results of the third quarter of this year. Next, Ms. Shu Yi-jiao will report to you on various financial indicators.

Disclaimer

This conference call transcript was computer generated and almost certianly contains errors. This transcript is provided for information purposes only.EarningsCall, LLC makes no representation about the accuracy of the aforementioned transcript, and you are cautioned not to place undue reliance on the information provided by the transcript.

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