Core Insights - The company reported a revenue of 3,495,197,770.17 yuan for the first half of 2025, representing a year-on-year growth of 21.38% [2][4] - The net loss attributable to shareholders was 936,728,512.33 yuan, a reduction in loss of 16.88% compared to the same period last year [2][4] - The net loss after deducting non-recurring gains and losses was 535,608,127.29 yuan, showing a decrease in loss of 31.11% year-on-year [2][4] Financial Performance - Total assets as of the end of the reporting period were 33,187,412,031.69 yuan, a decrease of 2.97% compared to the previous year [2][4] - The net assets attributable to shareholders were 12,424,504,209.10 yuan, reflecting a year-on-year increase of 0.84% [2][4] - The operating cash flow for the period was 981,425,135.32 yuan, which is an increase of 77.10% compared to the same period last year [4] Business Strategy and Market Position - The company has expanded its market presence and application areas, which has effectively driven sales growth [2] - Cost reduction and efficiency improvement measures, such as supply chain management and lean production, have significantly enhanced overall profitability [2] - The company’s product offerings include core chips and modules for power control, power drive, and sensor signal chains, targeting automotive, industrial control, high-end consumer, and AI sectors [5] Product Development - In power control, the company has established multiple production lines, including 8-inch silicon-based, 12-inch silicon-based, and compound semiconductor lines, covering IGBT, MOSFET, SiC MOSFET, and GaN products [5] - In power ICs, the company is developing advanced BCD process platforms to meet customer needs in audio, digital power, and protocol chips, while optimizing existing platforms for improved performance and cost reduction [6] - In sensor signal chains, the company has successfully mass-produced various products, including silicon microphones and laser radar components, contributing to the development of new energy and intelligent industries [7]

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。 二、监事会会议审议情况 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 ...

Core Insights - The company reported a revenue of 3.495 billion yuan for the first half of 2025, representing a year-on-year growth of 21.38% [1] - The main revenue reached 3.457 billion yuan, with a year-on-year increase of 24.93% [1] - The company achieved a net profit of 12 million yuan in the second quarter, marking its first positive quarterly profit [1] - The gross margin for the first half was 3.54%, an increase of 7.79 percentage points year-on-year [1] - Operating cash flow net amount was 981 million yuan, up 77.10% year-on-year [1] - EBITDA exceeded 1.1 billion yuan [1] Business Performance - The company’s operational efficiency improved, with significant growth in the new energy and AI sectors [2] - Revenue from the automotive sector grew by 23% year-on-year, while the industrial control sector saw a 35% increase [2] - R&D investment reached 964 million yuan, a growth of over 10% [2] - The company has established over 10 new projects for 6-inch SiC MOSFETs and has entered mass production with five new automotive clients [2] - The first domestic 8-inch SiC production line has achieved mass production, with key performance indicators leading the industry [2] AI Business Development - AI business contributed 6% to the company's revenue [4] - The company provides a comprehensive chip system foundry solution for AI infrastructure, covering power devices, driver ICs, and more [4] - The second-generation high-efficiency power management chip platform for data centers was launched, with key customer adoption [4] - The company has developed China's first 55nm BCD integrated DrMOS chip, which has completed customer validation [4] Product Innovations - The company has established a complete series of wind-solar-storage products and has formed close collaborations with leading industry clients [3] - The industrial frequency conversion module using self-developed micro-groove field cutoff technology has entered mass production [3] - The number of analog IC foundry products increased by 140%, with a 25% growth in customer numbers [3] Market Position - The company ranks third in the national installation volume of silicon carbide power modules and fourth in the installation volume of main drive power modules for new energy vehicles [2]

证券日报网讯 8月4日晚间，芯联集成发布公告称，公司第二届监事会第七次会议审议通过了《关于 2025年半年度报告及其摘要的议案》《关于2025年半年度募集资金存放与实际使用情况的专项报告的议 案》。 （文章来源：证券日报） ...

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 ...