资料显示，西安奕斯伟材料科技股份有限公司位于陕西省西安市高新区西沣南路1888号1-3-029室，成 立日期2016年3月16日，上市日期2025年10月28日，公司主营业务涉及专注于12英寸硅片的研发、生产 和销售。主营业务收入构成为：半导体硅测试片40.77%，半导体硅抛光片34.39%，半导体硅外延片 24.48%，其他0.36%。 融资方面，西安奕材当日融资买入7219.08万元。当前融资余额3.12亿元，占流通市值的6.81%。 融券方面，西安奕材1月27日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 1月27日，西安奕材涨8.41%，成交额7.73亿元。两融数据显示，当日西安奕材获融资买入额7219.08万 元，融资偿还6037.03万元，融资净买入1182.05万元。截至1月27日，西安奕材融资融券余额合计3.12亿 元。 截至1月20日，西安奕材股东户数4.50万，较上期减少10.00%；人均流通股3658股，较上期增加 11.11%。2025年1月-9月，西安奕材实现营业收入19.33亿元，同比增长34.80%；归母 ...

证券日报网讯1月23日，西安奕材在互动平台回答投资者提问时表示，截至2026年1月20日，公司股东人 数约为4.5万户。 ...

证券时报·数据宝统计，截至发稿，西安奕材-U收盘价为26.66元，上涨1.18%，本期筹码集中以来股价 累计上涨1.76%。具体到各交易日，6次上涨，4次下跌。 公司发布的三季报数据显示，前三季公司共实现营业收入19.33亿元，同比增长34.80%，实现净利 润-5.58亿元，同比增长5.30%，基本每股收益为-0.1600元。 1月21日公司发布2025年业绩预告，预计实现净利润-7.38亿元，同比下降0.05%。（数据宝） （文章来源：证券时报网） 西安奕材-U1月23日披露，截至1月20日公司股东户数为45000户，较上期（1月10日）减少5000户，环 比降幅为10.00%。这已是该公司股东户数连续第2期下降。 ...

资料显示，西安奕斯伟材料科技股份有限公司位于陕西省西安市高新区西沣南路1888号1-3-029室，成 立日期2016年3月16日，上市日期2025年10月28日，公司主营业务涉及专注于12英寸硅片的研发、生产 和销售。主营业务收入构成为：半导体硅测试片40.77%，半导体硅抛光片34.39%，半导体硅外延片 24.48%，其他0.36%。 1月21日，西安奕材涨1.04%，成交额6.50亿元。两融数据显示，当日西安奕材获融资买入额7252.69万 元，融资偿还4616.00万元，融资净买入2636.69万元。截至1月21日，西安奕材融资融券余额合计3.38亿 元。 融资方面，西安奕材当日融资买入7252.69万元。当前融资余额3.38亿元，占流通市值的7.56%。 融券方面，西安奕材1月21日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 截至1月9日，西安奕材股东户数5.00万，较上期减少5.66%；人均流通股3292股，较上期增加6.00%。 2025年1月-9月，西安奕材实现营业收入19.33亿元，同比增长34.80%；归母净利润 ...

中国经济网北京1月21日讯 西安奕材(688783.SH)昨晚发布2025年年度业绩预告显示，预计2025年年 度实现营业收入约265,000.00万元，与上年同期相比将增加约52,854.74万元，同比增加约24.91%；预计 2025年年度实现归属于母公司所有者的净利润将出现亏损，实现归属于母公司所有者的净利润 约-73,800.00万元，与上年同期相比基本持平；预计归属于母公司所有者扣除非经常性损益后的净利润 约-80,900.00万元，与上年同期相比，亏损将扩大约4,644.91万元，同比扩大约6.09%。 本次公司公开发行新股的发行费用（不含增值税）合计12,900.85万元，其中，发行保荐承销费 9,218.56万元。 中信证券按照相关规定参与本次发行的战略配售，跟投主体为中证投资。中证投资已足额缴纳战略 配售认购资金，本次获配股数11,600,928股，获配金额99,999,999.36元。 2022年、2023年、2024年，西安奕材实现营业收入分别为105,469.31万元、147,376.14万元、 212,145.26万元；净利润分别为-53,287.69万元、-68,337.45万元、 ...

Performance Forecast - The company forecasts a revenue of approximately 2,650 million yuan for 2025, representing an increase of about 528.55 million yuan or 24.91% compared to the previous year [3] - The company expects a net loss attributable to shareholders of approximately -738 million yuan, which is roughly in line with the previous year's loss [3] - The net loss attributable to shareholders after deducting non-recurring gains and losses is projected to be around -809 million yuan, an increase of approximately 46.45 million yuan or 6.09% compared to the previous year [3] Previous Year Performance - In the previous year, the total profit was -737.64 million yuan, with a net loss attributable to shareholders also at -737.64 million yuan [5] - The net loss attributable to shareholders after deducting non-recurring gains and losses was -762.55 million yuan [5] - The earnings per share for the previous year was -0.21 yuan [6] Industry Context - The global semiconductor industry is entering a structural recovery phase, driven by increased demand from applications such as artificial intelligence and data centers [7] - The global semiconductor market is expected to grow by 22.5% year-on-year in 2025 according to the World Semiconductor Trade Statistics organization [7] - The semiconductor wafer market is projected to see a shipment area increase of 5.4% year-on-year in 2025, benefiting the company as it capitalizes on the recovery window [7] Operational Insights - The company is actively expanding its market presence and capacity during the industry recovery, leading to sustained growth in operational scale [7] - Despite the positive market environment, there is a lag in demand transmission from downstream customers to the semiconductor wafer segment [8] - The company is currently in a capacity ramp-up phase for its second factory, and ongoing product structure optimization is in progress [8] - The company maintains positive operating cash flow, indicating good sustainable operational capability [8] - Future improvements in profitability are anticipated as the semiconductor wafer market continues to recover and as the company realizes scale effects [8]

Group 1 - The company, Xi'an Yicai, announced an expected operating revenue of approximately 2,650 million yuan for the year 2025, which represents an increase of about 528.55 million yuan compared to the previous year, reflecting a year-on-year growth of approximately 24.91% [1] - The company anticipates a net profit attributable to the parent company of approximately -738 million yuan for the year 2025, which is expected to be roughly the same as the previous year [1]

Group 1 - The company Xi'an Yicai (688783.SH) forecasts a net loss of 738 million yuan for the year 2025, which is roughly in line with the previous year's performance [1] - The global semiconductor industry is entering a structural recovery phase, driven by increased demand in computing power and storage from applications such as artificial intelligence and data centers [1] - According to the World Semiconductor Trade Statistics (WSTS), the global semiconductor market is expected to grow by 22.5% year-on-year in 2025 [1] Group 2 - The semiconductor wafer market is showing positive trends, with the Semiconductor Equipment and Materials International (SEMI) predicting a 5.4% year-on-year increase in global semiconductor wafer shipment area for 2025 [1] - The company is actively pursuing market expansion and capacity construction during the industry's recovery period, leading to a continuous increase in operational scale [1] - The company's product sales and operating revenue are expected to grow compared to 2024, with operating revenue projected to increase by approximately 24.91% year-on-year [1]

Core Viewpoint - Xi'an Yichai (688783.SH) is expected to report a net loss of 738 million yuan attributable to shareholders for the year 2025, which is roughly in line with the previous year's performance [1] Industry Summary - The global semiconductor industry is entering a structural recovery phase, driven by increased demand in computing power and storage from applications such as artificial intelligence and data centers [1] - According to the World Semiconductor Trade Statistics (WSTS), the global semiconductor market size is projected to grow by 22.5% year-on-year in 2025 [1] - The semiconductor wafer market is also showing positive trends, with the Semiconductor Equipment and Materials International (SEMI) forecasting a 5.4% year-on-year increase in global semiconductor wafer shipment area for 2025 [1] Company Summary - The company is actively pursuing market expansion and capacity construction during the industry's recovery window, leading to a continuous increase in operational scale [1] - For 2025, the company's product sales and operating revenue are expected to grow compared to the same period in 2024, with operating revenue projected to increase by approximately 24.91% year-on-year [1]

转自：证券时报 人民财讯1月20日电，西安奕材(688783)1月20日公告，预计2025年实现归属于母公司所有者的净利润将 出现亏损，约亏损7.38亿元，与上年同期相比基本持平。从市场环境来看，尽管半导体行业复苏态势明 确，但下游客户需求向半导体硅片环节的传导存在滞后性。同时，公司第二工厂正处于产能爬坡阶段， 产品结构处于持续优化中。由于产能尚未完全释放，规模效应暂未充分显现，固定资产折旧等固定成本 未能实现有效摊薄；加之公司为保障核心竞争力，持续维持较高强度的研发投入，多重因素共同导致报 告期内公司仍存在业绩亏损。 ...