芯联集成2025半年报 ...

Core Insights - The company reported a significant improvement in operational quality, achieving a positive net profit for the first time in a single quarter, with a net profit of 0.12 billion yuan in Q2 2023 [1] - The global semiconductor market is experiencing a "divergent recovery," with increased chip demand in sectors like electric vehicles and AI servers [1] Financial Performance - The company achieved revenue of 34.95 billion yuan in the first half of 2023, representing a year-on-year growth of 21.38% [1] - The net profit attributable to shareholders decreased by 63.82% year-on-year, indicating a reduction in losses [1] - The net cash flow from operating activities reached 9.8 billion yuan, up 77% year-on-year [1] Market Segments - Revenue from the automotive sector grew by 23% year-on-year, while the industrial control sector saw a 35% increase [1] - AI, as the company's fourth core market direction, accounted for 6% of total revenue in the first half of 2023, contributing to sustainable growth [1] Research and Development - The company maintained high R&D investment, totaling 9.64 billion yuan, which is over 10% higher than the previous year [1] - There was continued growth in the number of R&D personnel and the total number of authorized patents [1] New Projects and Client Engagement - In the electric vehicle sector, the company secured over 10 new projects for 6-inch SiC MOSFETs, with 5 automotive client projects entering mass production [2] - The company’s first domestic 8-inch SiC production line has achieved mass production, with key performance indicators leading the industry [2] - The company is expanding its automotive business from single components to chip system solutions, covering five major domains [2] Product Development - The company is optimizing its 180nm BCD platform technology to meet customer demands in audio, digital power, and protocol chips [2] - There was a 140% increase in the number of analog IC products and a 25% increase in customer numbers in the first half of 2023, successfully covering over 70% of mainstream design companies [2]

Core Insights - The company reported a significant increase in revenue and profitability, achieving a main revenue of 3.457 billion yuan, a year-on-year growth of 24.93% in the first half of 2025, and a net profit of 12 million yuan in Q2, marking the first positive quarterly net profit [1] - The company is focusing on four key business areas, with a notable increase in EBITDA to 1.101 billion yuan and a profit margin of 31.51%, alongside a gross margin improvement of 7.79 percentage points to 35.4% [1] - The company has identified automotive, industrial control, and consumer sectors as high-growth potential areas, with AI being a strategic focus, contributing to a nearly 25% year-on-year revenue growth [1] Revenue Breakdown - The automotive sector contributed the largest revenue increment, accounting for 47% of total revenue, with a year-on-year growth of 23% in H1 2025 [1] - The industrial control business saw a revenue increase of 35%, with breakthroughs in laser cutting chips and large-scale production of photovoltaic and energy storage modules [1] - The consumer business also experienced continuous growth, expanding into high-end mobile phones, wearable electronics, and laptops, with IPM and PIM platforms entering new markets [1] AI Business Development - The company has introduced AI as a fourth core market direction, generating 196 million yuan in revenue, which accounts for 6% of total revenue in the first half of 2025 [2] - AI-related products, including data transmission chips and power management chips for AI servers, have entered small-scale and large-scale production, respectively [2] - The company is expanding its MEMS foundry services in the automotive sector and has made breakthroughs in AI applications, including microphone chips for AI glasses and laser radar chips for robotics [2]

此外，数据显示，芯联集成息税折旧摊销前利润（EBITDA）达11.01亿元，对应利润率达31.51%，毛利 率同比提升7.79个百分点至3.54%，研发投入达到9.64亿元，增长10.93%。 8月4日，半导体科技公司芯联集成发布2025半年度业绩公告。数据显示，该公司上半年在录得主营收入 34.57亿元，同比增长24.93%。同时，二季度归母净利润为正，这是该公司首次实现单季度归母净利润 转正。 ...

归属于上市公司股东的净利润、归属于上市公司股东的扣除非经常性损益的净利润变动的主要原因：报 告期内，公司通过不断拓展市场、积极开拓应用领域，有效带动了销售规模的扩大;同时，公司积极推 行供应链管控与精益生产管理等降本增效措施，使整体盈利能力得到显著提升。 智通财经APP讯，芯联集成(688469.SH)披露2025年半年度报告，报告期实现营收34.95亿元，同比增长 21.38%;归母净利润亏损1.7亿元，同比减亏63.82%;扣非净利润亏损5.36亿元，同比减亏31.11%;基本每 股收益-0.02元。 ...

证券代码：688469 证券简称：芯联集成 公告编号：2025-044 芯联集成电路制造股份有限公司 关于 2025 年半年度募集资金存放与实际使用情况 （一）实际募集资金金额和资金到账时间 根据中国证券监督管理委员会《关于同意绍兴中芯集成电路制造股份有限公 司首次公开发行股票注册的批复》（证监许可〔2023〕548号），同意公司首次 公开发行股票的注册申请。并经上海证券交易所同意，公司首次向社会公开发行 人民币普通股（A股）股票169,200.00万股（超额配售选择权行使前），本次发 行价格为每股人民币5.69元，募集资金总额为人民币962,748.00万元，扣除发行 费用人民币（不含增值税）25,471.45万元后，实际募集资金净额为人民币 937,276.55万元。本次发行募集资金已于2023年5月5日全部到位，并经天职国际 会计师事务所（特殊普通合伙）审验，于2023年5月5日出具了《验资报告》（天 职业字[2023]33264号）。 2023年6月8日，保荐人国泰海通证券股份有限公司（主承销商）全额行使超 额配售选择权，公司在初始发行169,200.00万股普通股的基础上额外发行 25,380.00 ...

芯联集成电路制造股份有限公司 关于公司 2025 年度提质增效重回报专项行动方案的 半年度评估报告 2025 年上半年，公司依托并强化"一站式芯片系统代工"模式，精准对接 重点客户的战略需求；同时，不断加大研发投入，持续推出具有稀缺性的工艺技 术平台，构筑技术领先性；升级精细化管控体系与优化战略性资源配置，全面提 升经营质量；强化股东权益保护机制，构建长期资本增值路径，转化企业成长动 能；将股权激励深度融入公司成长规划，实现风险共担、价值共创，为可持续发 展奠定坚实基础；全面启动并推进"提质增效重回报"专项行动，各项举措落地 见效。 一、强化芯片系统代工商业模式，打造特色代工优势 2025 年上半年，公司在晶圆代工模式的基础上，不断汲取市场需求的变化， 强化"一站式芯片系统代工"的经营模式，构建了覆盖多个关键技术平台的产品 矩阵，精准服务于高速增长的应用市场。 报告期内，公司实现主营收入 34.57 亿元，同比增长 24.93%；归母净利润 -1.70 亿元，同比减亏 63.82%，其中二季度归母净利润 0.12 亿元，首次实现单 季度转正；毛利率 3.54%，较上年同期增加 7.79 个百分点；息税折旧摊销 ...

证券代码：688469 证券简称：芯联集成 公告编号：2025-045 芯联集成电路制造股份有限公司 第二届监事会第七次会议决议公告 本公司监事会及全体监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。 一、 监事会会议召开情况 芯联集成电路制造股份有限公司第二届监事会第七次会议于 2025 年 8 月 1 日以现场结合通讯的方式召开。会议通知于 2025 年 7 月 22 日向全体监事发出。 会议应出席监事 5 人，实际出席监事 5 人，会议由监事会主席王永先生主持。会 议的召集和召开符合《中华人民共和国公司法》等法律法规和《公司章程》的有 关规定。 监事会认为：公司 2025 年半年度报告的编制和审核程序符合法律、 行政法规、公司章程和公司内部管理制度的相关规定；公司 2025 年半年 度报告的内容和格式符合法律、行政法规、中国证券监督管理委员会和 上海证券交易所的相关规定，该报告内容真实、准确、完整反映了公司 的实际情况。 综上，监事会同意公司编制的 2025 年半年度报告。 具体内容详见公司于同日在上海证券交易所网站（www.sse.c ...

Group 1 - The company, ChipLink Integrated, reported a revenue of approximately 3.495 billion yuan for the first half of 2025, representing a year-on-year increase of 21.38% [1] - The net profit attributable to shareholders for the same period was a loss of approximately 170 million yuan, with a basic earnings per share loss of 0.02 yuan [1] - In comparison, the revenue for the first half of 2024 was approximately 2.88 billion yuan, with a net profit loss of about 471 million yuan and a basic earnings per share loss of 0.07 yuan [1] Group 2 - As of the report date, the market capitalization of ChipLink Integrated is 36.6 billion yuan [1]

芯联集成电路制造股份有限公司 2025 年半年度报告 公司代码：688469 公司简称：芯联集成 芯联集成电路制造股份有限公司 2025 年半年度报告 1 / 197 芯联集成电路制造股份有限公司 2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、 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。 二、 重大风险提示 公司已在本报告中详细阐述公司在经营过程中可能面临的风险，敬请查阅本报告第三节"管 理层讨论与分析"中"四、风险因素"相关的内容。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人赵奇、主管会计工作负责人王韦及会计机构负责人（会计主管人员）张毅声明： 保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告中涉及的公司未来发展计划、发展战略、经营计划等前瞻性描述，不构成公司对投资 者的实质性承诺，敬请 ...