Core Viewpoint - The company reported strong revenue growth in Q2 2025, driven by new product launches and effective capacity expansion, exceeding market expectations [1] Group 1: Revenue Performance - In H1 2025, the company's revenue reached 1.72 billion yuan, with Q2 revenue at 960 million yuan, representing a year-on-year increase of 19.5% and a quarter-on-quarter increase of 26.2, surpassing market expectations [1] - The mechanical and electromechanical components remain the core revenue source, with significant growth in multi-model gas distribution plates, where orders from major clients increased by 74% and 236% [1] - The gas transportation system showed strong development, with revenue up 21% year-on-year and orders up 53%, indicating a promising growth trajectory [1] - Non-metallic components (Beijing Yisheng Precision) saw revenue and orders grow by over 50%, accelerating the platform layout [1] Group 2: Profitability Analysis - In H1 2025, the company's net profit attributable to shareholders was 12.27 million yuan, while the net profit excluding non-recurring items was -1.62 million yuan, with Q2 showing a turnaround to 34.43 million yuan and 26.81 million yuan respectively [2] - The net profit margin for H1 2025 was 0.21%, with Q2 at 3.90%, indicating a gradual recovery in profitability [2] - The gross profit margin for H1 2025 was 26.52%, with Q2 at 28.4%, reflecting improvements in production efficiency and capacity release [2] Group 3: Capital Expenditure and Growth Outlook - The company plans to invest approximately 3.5 billion yuan in capital expenditures from 2021 to 2024, laying a solid foundation for expansion [3] - By the end of 2024, fixed assets are expected to reach 3.3 billion yuan, a tenfold increase since 2018, with production capacity gradually being released [3] - The company has made strategic acquisitions to enhance its product offerings and technology capabilities, positioning itself as a leader in the semiconductor components market [3] Group 4: Revenue and Profit Forecast - Revenue forecasts for 2025-2027 have been adjusted to 3.923 billion, 5.117 billion, and 7.011 billion yuan, representing year-on-year growth rates of 29.1%, 32.0%, and 35.4% respectively [4] - The forecast for net profit attributable to shareholders is set at 205 million, 310 million, and 472 million yuan for the same period, with corresponding year-on-year growth rates of 1.3%, 51.1%, and 52.2% [4]

| 创精密 最新财务摘要 | | --- | | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 15.06亿 | 17.24 Z | 14.44% | | 归母净利润(元) | 1.22亿 | 1227.64万 | -89.92% | | 扣非净利润(元) | 1.12亿 | -162.44万 | -101.45% | | 货币资金(元) | 15.93亿 | 10.65 Z | -33.17% | | 应收账款(元) | 11.79亿 | 13.47 乙 | 14.29% | | 有息负债(元) | 16.07亿 | 24.94亿 | 55.20% | | 手利率 | 26.29% | 26.52% | 0.90% | | 净利率 | 6.92% | 0.21% | -96.93% | | 三费占营收比 | 13.54% | 16.13% | 19.13% | | 每股净资产 (元) | 14.67 | 14.9 | 1.60% | | 每股收益(元) | 0.55 | 0.04 | -92.73% | | 每股 ...

沈阳富创精密设备股份有限公司2025 年半年度报告摘要 公司代码：688409 公司简称：富创精密 沈阳富创精密设备股份有限公司 沈阳富创精密设备股份有限公司2025 年半年度报告摘要 第一节 重要提示 规划，投资者应当到上海证券交易所网站（www.sse.com.cn）网站仔细阅读半年度报告全文。 报告期内，不存在对公司生产经营产生实质性影响的特别重大风险。公司已在报告中详细描述可 能存在的相关风险，敬请查阅第三节管理层讨论与分析"四、风险因素"部分内容。 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 不适用 □适用 √不适用 第二节 公司基本情况 公司股票简况 电子信箱 zhengquanbu@syamt.com zhengquanbu@syamt.com 沈阳富创精密设备股份有限公司2025 年半年度报告摘要 单位：万元 币种：人民币 本报告期末比上年度末 公司股票简况 股票种类 股票上市交易所 股票简称 股票代码 变更前股票简称 人民币普通股（A股） 上海证券交易所科创板 富创精密 688409 / 公司存托凭证简况 □适用 √不适用 联系人和联系方式 董事会秘书 联系人 ...

Core Viewpoint - Shenyang Fortune Precision Equipment Co., Ltd. reported a significant increase in revenue but a substantial decline in net profit for the first half of 2025, primarily due to strategic investments in capacity, technology, and talent to adapt to the semiconductor market changes [4][5][6]. Financial Performance - Revenue for the first half of 2025 reached CNY 172,377.24 million, a 14.44% increase compared to CNY 150,630.16 million in the same period last year [4]. - Total profit decreased by 84.92% to CNY 1,982.49 million from CNY 13,147.08 million year-on-year [4]. - Net profit attributable to shareholders fell by 89.92% to CNY 1,227.64 million from CNY 12,180.08 million [4]. - The basic earnings per share dropped by 92.73% to CNY 0.04 from CNY 0.55 [4]. Industry Context - The global semiconductor manufacturing industry is expected to grow at a compound annual growth rate (CAGR) of 7% from 2024 to 2028, driven by the expansion of advanced process capacity [7]. - The global semiconductor equipment market is projected to reach USD 125.5 billion in 2025, with a year-on-year growth of 7.4% [8]. - China is anticipated to maintain its position as the largest semiconductor equipment market, with sales expected to reach USD 49.6 billion in 2024, a 35% increase year-on-year [8][9]. Strategic Initiatives - The company is focusing on a "big customer strategy" to enhance service capabilities for global semiconductor equipment leaders, aiming to provide comprehensive solutions from mechanical components to gas transmission systems [10][12]. - The company has made significant investments in R&D, particularly in the development of precision components for semiconductor equipment, achieving breakthroughs in various product lines [11][14]. - A strategic acquisition of international brand Compart has been made to enhance the company's capabilities in the gas transmission system sector, which is critical for semiconductor manufacturing [13]. Competitive Advantages - The company has established a strong network of high-end customers and has been certified by several leading domestic and international equipment manufacturers, enhancing its credibility and market position [15][16]. - The implementation of a flexible manufacturing model and a localized production strategy has improved the company's responsiveness to regional demands and strengthened its competitive edge [18][19].

Summary of Key Points Core Viewpoint The company, Shenyang Fuchuang Precision Equipment Co., Ltd., is set to hold a half-year performance briefing on September 24, 2025, to discuss its operational results and financial status for the first half of 2025, following the release of its semi-annual report on August 29, 2025. Group 1: Performance Briefing Details - The performance briefing will take place on September 24, 2025, from 09:00 to 10:00 [4][5] - Investors can submit questions from September 17 to September 23, 2025, via the Shanghai Stock Exchange Roadshow Center or the company's email [2][6] - The briefing will be conducted in an interactive online format, allowing for real-time communication with investors [3] Group 2: Financial Reporting and Impairment Provisions - The company reported a total impairment provision of 82.27 million yuan, which includes 8.09 million yuan for credit impairment losses and 74.18 million yuan for asset impairment losses [10][12] - The impairment provisions are intended to reflect the company's financial status and operational results accurately [9][12] - The provisions will reduce the total profit in the consolidated financial statements for the first half of 2025 by the same amount [12] Group 3: Strategic Actions and Market Position - The company is focusing on enhancing its core competitiveness in the semiconductor equipment sector, with a projected global semiconductor equipment sales growth of 7.4% in 2025 [33][34] - The company has implemented a "big customer strategy" to improve service capabilities and has seen a significant increase in orders for its gas transmission systems [35][36] - The establishment of a new factory in Beijing is expected to enhance service efficiency in the North China region, supporting the domestic semiconductor equipment industry [36][37] Group 4: Investor Relations and Governance - The company emphasizes the importance of investor communication and has engaged in various activities to maintain transparency and protect investor rights [43][44] - A cash dividend of 1.50 yuan per 10 shares was distributed to shareholders, totaling approximately 45.68 million yuan [41] - The company has conducted multiple board meetings and shareholder meetings to ensure effective governance and decision-making [44]

格隆汇8月28日丨富创精密(688409.SH)发布2025半年度报告，公司上半年实现营业收入17.24亿元，同比 增长14.44%；归母净利润1227.64万元，同比下滑89.92%；扣非归母净利润-162.44万元，上年同期1.12 亿元。 ...

每经AI快讯，富创精密（SH 688409，收盘价：73.27元）8月28日晚间发布半年度业绩报告称，2025年 上半年营业收入约17.24亿元，同比增加14.44%；归属于上市公司股东的净利润1227.64万元，同比减少 89.92%；基本每股收益0.04元，同比减少92.73%。 每经头条（nbdtoutiao）——申请超2万份，已开出41家，加盟海底捞，你要准备多少钱？1000万元不算 多，真实"账单"公布 （记者 王晓波） 截至发稿，富创精密市值为224亿元。 ...

证券代码：688409 证券简称：富创精密 公告编号：2025-052 沈阳富创精密设备股份有限公司 关于取消监事会、修订《公司章程》及部分公司治理 制度并办理工商变更的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 沈阳富创精密设备股份有限公司（以下简称"公司"）于 2025 年 8 月 28 日 召开第二届董事会第二十次会议，审议通过了《关于取消监事会、修订<公司章 程>及部分公司治理制度并办理工商变更的议案》。以上议案尚需提交公司股东大 会审议，具体情况如下： 一、取消公司监事会并修订《公司章程》 根据《公司法》第一百二十一条的规定，股份有限公司可以按照公司章程的 规定在董事会中设置由董事组成的审计委员会，行使法规规定的监事会职权，不 设监事会或者监事。根据《关于新<公司法>配套制度规则实施相关过渡期安排》 《上市公司章程指引（2025 年修订）》等有关规定，结合公司实际情况，公司将 不再设置监事会，由董事会审计委员会行使监事会职权，《沈阳富创精密设备股 份有限公司章程》（以下简称"《公司章程》"）中相关条款、 ...

会议召开时间：2025 年 9 月 24 日（星期三）09:00-10:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 9 月 17 日（星期三）至 9 月 23 日（星期二）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 zhengquanbu@syamt.com 进行提问。公司将在说明会上对投资者普遍关注的问题 进行回答。 沈阳富创精密设备股份有限公司（以下简称"公司"）已于 2025 年 8 月 29 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 9 月 24 日（星期三） 09:00-10:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 证券代码：688409 证券简称：富创精密 公告编号：2025-053 沈阳富创精密设备股份有限公司 关于召开 2025 年半年度业 ...

（一）实际募集资金的金额及到账情况 经中国证券监督管理委员会《关于同意沈阳富创精密设备股份有限公司首次 公开发行股票注册的批复》（证监许可[2022]1746 号）同意注册，公司向社会公 开发行人民币普通股（A 股）52,263,334 股，每股面值为人民币 1 元，每股发行 价为人民币 69.99 元，本次发行募集资金总额为人民币 3,657,910,746.66 元，根 据有关规定扣除发行费用人民币 263,099,513.09 元（相关增值税进项税额为人民 币 15,728,640.27 元）后，实际募集资金净额为人民币 3,394,811,233.57 元。以上 募集资金已于 2022 年 9 月 28 日到位，募集资金到位情况已经立信会计师事务所 （特殊普通合伙）审验并出具信会师字[2022]第 ZA15937 号《验资报告》。公司 依据相关规定对上述募集资金采取了专户存储管理。 （二）募集资金本报告期使用金额及期末余额情况 截至 2024 年 12 月 31 日止，公司已使用募集资金 3,132,935,881.85 元，其中： （1）投入集成电路装备零部件全工艺智能制造生产基地 1,251,08 ...