预计2025年度实现归属于母公司所有者的净利润为20.80亿元至21.80亿元，与上年同期(法定披露数据) 相比，将增加4.64亿元至5.64亿元，同比增长约28.74%至34.93%。 预计2025年度实现归属于母公司所有者的扣除非经常性损益的净利润为15.00亿元至16.00亿元，与上年 同期(法定披露数据)相比，将增加1.12亿元至2.12亿元，同比增加约8.06%至15.26%。 智通财经APP讯，中微公司(688012.SH)发布2025年年度业绩预告，预计2025年营业收入约123.85亿元， 较2024年增加约33.19亿元，同比增长约36.62%。 根据市场需求，公司加大研发力度，新产品数量快速增加。2025年全年公司研发投入约37.36亿元，较 2024年增长12.83亿元(增长约52.32%)，研发投入占公司营业收入比例约为30.16%。 ...

预计2025年度实现归属于母公司所有者的净利润为20.80亿元至21.80亿元，与上年同期(法定披露数据) 相比，将增加4.64亿元至5.64亿元，同比增长约28.74%至34.93%。 预计2025年度实现归属于母公司所有者的扣除非经常性损益的净利润为15.00亿元至16.00亿元，与上年 同期(法定披露数据)相比，将增加1.12亿元至2.12亿元，同比增加约8.06%至15.26%。 中微公司(688012.SH)发布2025年年度业绩预告，预计2025年营业收入约123.85亿元，较2024年增加约 33.19亿元，同比增长约36.62%。 根据市场需求，公司加大研发力度，新产品数量快速增加。2025年全年公司研发投入约37.36亿元，较 2024年增长12.83亿元(增长约52.32%)，研发投入占公司营业收入比例约为30.16%。 ...

证券日报网讯1月23日，中微公司在互动平台回答投资者提问时表示，中微公司主要从事高端半导体设 备的研发、生产和销售，涉足半导体集成电路制造、先进封装、LED生产、MEMS制造以及其他微观工 艺的高端设备领域。客户包含国内外领先的存储、逻辑芯片、LED外延片、MEMS等半导体产品制造 商。 ...

（编辑 任世碧） 证券日报网讯 1月23日，中微公司在互动平台回答投资者提问时表示，公司是一家以中国为基地、面向 全球的高端半导体微观加工设备公司。公司目前开发的产品以集成电路前道生产的等离子体刻蚀设备、 薄膜沉积设备、量检测设备以及湿法设备等关键设备为主，并已逐步开发应用于后道先进封装、 MEMS、MiniLED、MicroLED、OLED等领域的泛半导体设备产品。公司业务不涉及光刻机。 ...

Core Viewpoint - The company anticipates significant revenue growth for 2025, driven by strong demand for its semiconductor equipment, particularly plasma etching devices and new product developments [2][3][4] Revenue Forecast - The company expects 2025 revenue to be approximately 12.385 billion yuan, representing a year-on-year increase of about 36.62% [2] - Sales of etching equipment are projected to reach around 9.832 billion yuan, with a growth of approximately 35.12% [2] - Revenue from LPCVD and ALD semiconductor film equipment is expected to be 506 million yuan, showing a substantial increase of about 224.23% [2] - The anticipated net profit attributable to shareholders is estimated to be between 2.08 billion yuan and 2.18 billion yuan, reflecting a year-on-year growth of approximately 28.74% to 34.93% [2] - The net profit excluding non-recurring items is projected to be between 1.5 billion yuan and 1.6 billion yuan, indicating an increase of about 8.06% to 15.26% [2] Product Development - The company has successfully developed over ten new types of conductor and dielectric film equipment in the past two years, with several products already in the market and receiving repeat orders [3] - The cumulative shipment of LPCVD equipment has surpassed 300 reaction chambers, and multiple key film deposition equipment R&D projects are progressing smoothly [3] - The EPI equipment has entered the customer mass production verification stage [3] - The company maintains a leading position in the international GaN-based MOCVD equipment market and is actively expanding into markets for SiC and GaN-based power device applications [3] Production Capacity and R&D Investment - The company has operational production and R&D bases of approximately 140,000 square meters in Nanchang and 180,000 square meters in Shanghai, supporting rapid sales growth [4] - The company emphasizes innovation and differentiation, maintaining high levels of R&D investment, with 2025 R&D expenditure expected to be around 3.736 billion yuan, an increase of 1.283 billion yuan (approximately 52.32%) from the previous year [4] - R&D expenses are projected to be about 2.472 billion yuan, reflecting a growth of approximately 74.36% [4] - R&D investment is expected to account for about 30.16% of the company's revenue in 2025 [4]

Major Announcements - Huayi Co., Ltd. has applied for a 5-day extension to respond to the Shanghai Stock Exchange's inquiry regarding its acquisition matters due to the need for further confirmation and improvement of certain issues [1] - Shuaifeng Electric is expected to report a net loss of 43 million to 62 million yuan for 2025, with revenue projected between 210 million and 250 million yuan, potentially leading to a delisting risk warning for its stock [1] - Zijin Mining's second phase of the Julong Copper Mine has commenced production, increasing its total production capacity to 350,000 tons per day, with plans for a third phase that could significantly enhance copper output [1] Performance Forecasts - Yongchun Intelligent expects a net profit of 128 million to 155 million yuan for 2025, representing a year-on-year increase of 721.57% to 894.86% [3] - Fuda Alloy anticipates a net profit of 100 million to 146 million yuan for 2025, with a growth of 119.14% to 219.95% driven by expanding demand in emerging sectors [4] - Xiling Power forecasts a net profit of 90 million to 110 million yuan for 2025, reflecting a year-on-year increase of 77.82% to 117.33% due to rising sales in automotive parts [4] - Haoshi Electromechanical expects a net profit of 128 million to 165 million yuan for 2025, with a growth of 54.4% to 99.03% attributed to increased demand in the PCB market [4] - Shenkong Co., Ltd. predicts a net profit of 90 million to 110 million yuan for 2025, with a growth of 118.71% to 167.31% driven by the recovery in the semiconductor market [5] - Lianchuang Optoelectronics anticipates a net profit of 435 million to 532 million yuan for 2025, representing a growth of 80.36% to 120.57% [5] - Xiangnong Chip expects a net profit of 480 million to 620 million yuan for 2025, with a growth of 81.77% to 134.78% driven by demand for enterprise-level storage products [6] - Shuangyi Technology forecasts a net profit of 155 million to 172 million yuan for 2025, reflecting a growth of 80% to 100% [6] - Feirongda anticipates a net profit of 360 million to 420 million yuan for 2025, with a growth of 57.23% to 83.43% [8] - Jingfang Technology expects a net profit of 365 million to 385 million yuan for 2025, representing a growth of 44.41% to 52.32% [9] - Youbuxun predicts a net profit of 72 million to 107 million yuan for 2025, marking a turnaround from a loss of 150 million yuan in the previous year [10] - Zhongwei Company anticipates a net profit of 2.08 billion to 2.18 billion yuan for 2025, with a growth of 28.74% to 34.93% [11] Loss Forecasts - Shanying International expects a net loss of 850 million to 1 billion yuan for 2025, compared to a loss of 451 million yuan in the previous year [12] - Baiyin Nonferrous Metals anticipates a net loss of 450 million to 675 million yuan for 2025, a significant decline from a profit of 8.08 million yuan in the previous year [13] - Zhengzhou Coal Electricity plans to stop production at the Chao Hua Coal Mine due to resource depletion, expecting to recognize a 311 million yuan impairment loss [17] - Changcheng Electric forecasts a net loss of approximately 315 million yuan for 2025, compared to a loss of 225 million yuan in the previous year [17] - Standard Co. expects a net loss of 120 million to 140 million yuan for 2025, with a reduction in losses compared to the previous year [17] - Hongqingtian anticipates a net loss of 100 million to 150 million yuan for 2025, with a decline in revenue due to weak consumer demand [17]

Core Viewpoint - The company, Zhongwei Company (688012.SH), anticipates significant revenue and profit growth for 2025, driven by strong demand for its semiconductor equipment, particularly plasma etching devices and thin film deposition equipment [1][2]. Financial Projections - The company expects a revenue of approximately 12.385 billion yuan in 2025, an increase of about 3.319 billion yuan from 2024, representing a year-on-year growth of approximately 36.62% [1]. - Projected sales for etching equipment are around 9.832 billion yuan, reflecting a year-on-year growth of approximately 35.12% [1]. - Revenue from LPCVD and ALD semiconductor thin film equipment is expected to reach 506 million yuan, showing a substantial year-on-year increase of approximately 224.23% [1]. - The anticipated net profit attributable to the parent company for 2025 is estimated to be between 2.08 billion and 2.18 billion yuan, indicating a year-on-year growth of approximately 28.74% to 34.93% [1]. - The projected net profit, excluding non-recurring gains and losses, is expected to be between 1.5 billion and 1.6 billion yuan, reflecting an increase of approximately 8.06% to 15.26% year-on-year [1]. Product Development and Market Position - The company's plasma etching equipment is recognized as a core device in the semiconductor front-end market, characterized by a broad market space and high technical barriers [2]. - The company has seen a significant increase in the shipment volume of high-end products for critical etching processes in advanced logic and memory device manufacturing [2]. - The company has successfully developed over ten new types of conductor and dielectric thin film equipment in the past two years, with several new products already entering the market [2]. - Some of the new equipment has received repeat orders, and the cumulative shipment of LPCVD equipment has surpassed 300 reaction chambers [2]. - Ongoing research and development projects for multiple key thin film deposition equipment are progressing smoothly, and the EPI equipment has entered the client mass production verification phase [2].

中微半导体设备（上海）股份有限公司（下称"中微公司"）周六披露业绩预告称，得益于刻蚀设备与薄 膜设备销售的强劲增长，公司预计2025年营收将同比增长逾36%至123.85亿元人民币。这家中国关键的 半导体设备制造商正通过激进的研发投入加速填补供应链短板，全年研发支出占营收比例已超三成。 公告显示，受二级市场股价波动及公司出售部分持有的上市公司股票影响，2025年计入非经常性损益的 股权投资收益预计为6.11亿元，较上年同期的1.98亿元大幅增加约4.13亿元。这一财务因素显著拉高了 最终的净利润表现。 在具体技术路线上，CCP（电容耦合等离子体）设备在关键介质刻蚀领域保持高速增长，已全面覆盖存 储器应用中的各类超高深宽比需求。ICP（电感耦合等离子体）设备方面，针对下一代逻辑和存储客户 的设备开发取得进展，加工精度和重复性已达到单原子水平。 此外，作为公司的第二增长曲线，薄膜设备业务展现出爆发式增长态势。公司的CDP产品部门已开发出 十多款导体和介质薄膜设备，性能达到国际领先水平。其中，LPCVD设备累计出货量已突破300个反应 台，部分设备已获得重复性订单，显示出新产品进入市场后的强劲渗透力。非经常性损益增 ...

证券代码：688012 证券简称：中微公司 公告编号：2026-010 中微半导体设备（上海）股份有限公司 2025 年年度业绩预告的自愿性披露公告 公司预计 2025 年度实现归属于母公司所有者的扣除非经常性损益的净 利润为 15.00 亿元至 16.00 亿元，与上年同期（法定披露数据）相比，将增加 1.12 亿元至 2.12 亿元，同比增加约 8.06%至 15.26%。 公司针对先进逻辑和存储器件制造中关键刻蚀工艺的高端产品新增付运 量显著提升，先进逻辑器件中段关键刻蚀工艺和先进存储器件的超高深宽比刻蚀 工艺实现了稳定可靠的大规模量产。其中 CCP 方面，公司用于关键刻蚀工艺的 单反应台介质刻蚀产品保持高速增长，能够全面覆盖存储器刻蚀应用中各类超高 深宽比需求；ICP 方面，适用于下一代逻辑和存储客户用 ICP 刻蚀设备和化学气 相刻蚀设备开发取得了良好进展，加工的精度和重复性已达到单原子水平。到 2025 年底，刻蚀设备反应台全球累计出货超过 6,800 台。公司的 CDP 产品部门 为先进存储器件和逻辑器件开发的 LPCVD, ALD 等十多款导体和介质薄膜设备 已经顺利进入市场，并且设备性能完全 ...

（4）公司在南昌约14万平方米的生产和研发基地、上海临港的约18万平方米的生产和研发基地已经投 入使用，保障了公司销售快速增长。公司持续开发关键零部件供应商，推动供应链稳定、安全，设备交 付率保持在较高水准，设备的及时交付也为公司销售增长提供有力支撑。 （5）公司特别重视核心技术的创新，始终强调创新和差异化并保持高强度的研发投入，同时公司运营 管理水平持续提升，对产品成本及运营费用的控制能力有效增强。 （2）公司在新产品开发方面取得了显著成效，近两年新开发出十多种导体和介质薄膜设备，目前已有 多款新型设备产品进入市场，其中部分设备已获得重复性订单，LPCVD设备累计出货量突破三百个反 应台，其他多个关键薄膜沉积设备研发项目正在顺利推进；公司EPI设备已顺利进入客户端量产验证阶 段。 （3）公司持续保持国际氮化镓基MOCVD设备市场领先地位，积极布局用于碳化硅和氮化镓基功率器 件应用的市场，并在Micro-LED和其他显示领域的专用MOCVD设备开发上取得了良好进展，几款 MOCVD新产品进入客户端验证阶段。公司新型八寸碳化硅外延设备、新型红黄光LED应用的设备已付 运至国内领先客户开展验证，目前进展顺利。 南 ...