Summary of Key Points Core Viewpoint - As of August 5, 95 companies have released their semi-annual reports for 2025, with 63 reporting year-on-year profit growth and 60 reporting revenue growth. Notably, 51 companies experienced simultaneous growth in both profit and revenue, while 23 companies saw declines in both metrics. The company with the highest profit growth was Zhimin Da, with an increase of 2147.93% [1]. Group 1: Company Performance - Zhimin Da reported a net profit of 38.298 million yuan, with a year-on-year increase of 2147.93% and revenue of 294.7564 million yuan, up 84.83% [1]. - Shijia Guangzi achieved a net profit of 216.6475 million yuan, with a year-on-year increase of 1712.00% and revenue of 992.6253 million yuan, up 121.12% [1]. - Tongzhou Electronics reported a net profit of 203.0714 million yuan, with a year-on-year increase of 662.77% and revenue of 539.7695 million yuan, up 606.52% [1]. - Daodaquan reported a net profit of 180.9760 million yuan, with a year-on-year increase of 563.15% and revenue of 2792.4396 million yuan, up 1.16% [1]. - Huakang Clean reported a net profit of 18.6830 million yuan, with a year-on-year increase of 273.48% and revenue of 83.49115 million yuan, up 50.73% [1]. Group 2: Revenue and Profit Trends - 32 companies reported a year-on-year decline in net profit, while 35 companies reported a decline in revenue [1]. - Among the companies with significant profit growth, 15 companies had their profit growth double compared to the previous year [1]. - The overall trend indicates a mixed performance across the companies, with a notable number achieving substantial growth in both revenue and profit, while others faced declines [1].

| 代码 | 简称 | 每股收益 | 净利润（万 | 净利润同比 | 营业收入（万 | 营业收入同比 | | --- | --- | --- | --- | --- | --- | --- | | | | （元） | 元） | （%） | 元） | （%） | | 688469 | 芯联集 成 | -0.0200 | -17034.04 | 63.82 | 349519.78 | 21.38 | | 833751 | 惠同新 材 | 0.2700 | 2380.89 | 27.58 | 11202.57 | 8.37 | | 200468 | 宁通信 B | -0.0300 | -715.32 | 24.37 | 30631.41 | -12.23 | | 688622 | 禾信仪 器 | -0.2500 | -1745.96 | 20.86 | 5281.57 | -48.88 | | 300172 | 中电环 保 | 0.0800 | 5393.68 | 2.87 | 31527.45 | -10.70 | | 300768 | 迪普科 技 | 0.0800 | 5214.81 | 0.17 | 5506 ...

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 ...

根据NE时代发布数据，芯联集成碳化硅功率模块装机量位居全国第三，新能源汽车主驱功率模块装机 量位居全国第四。 据介绍，目前公司汽车业务正从单器件扩展到芯片系统解决方案，为动力域、底盘域等五大领域提供一 站式芯片系统代工解决方案。上半年，公司已导入客户15家，覆盖多个产业头部企业。部分客户项目预 计2025年下半年实现量产。 模拟IC方面，公司持续优化180纳米BCD40V/60V/120V平台工艺，推进技术迭代升级，不断完善下一代 更先进BCD工艺平台开发，以满足客户在音频、数字电源和协议芯片等数模混合产品的需求。 中证报中证网讯(王珞)8月4日晚间，芯联集成发布2025年半年度业绩报告。报告显示，上半年公司经营 质量提升，首次实现单季度归母净利润转正，整体盈利进一步向好。报告期内，公司实现营收34.95亿 元，同比增长21.38%；归母净利润同比减亏63.82%，二季度实现归母净利润0.12亿元；经营活动产生的 现金流净额9.8亿元，同比增长77%。 报告指出，上半年，全球半导体市场呈现"分化复苏"态势，新能源汽车、AI服务器等领域的芯片需求逆 势增长。上半年，公司车载领域营收同比增长23%，工控领域同比增 ...

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。 ...