捷捷微电(300623) - 2024 Q2 - 季度业绩预告

Financial Performance - The estimated net profit attributable to shareholders for the first half of 2024 is projected to be between RMB 19,692.36 million and RMB 22,574.17 million, representing an increase of 105% to 135% compared to the same period last year, which was RMB 9,606.03 million[3]. - The estimated net profit after deducting non-recurring gains and losses is expected to be between RMB 15,367.16 million and RMB 17,672.23 million, reflecting an increase of 100% to 130% from RMB 7,683.58 million in the previous year[3]. - The basic earnings per share are projected to be between RMB 0.27 and RMB 0.31, compared to RMB 0.13 in the same period last year[3]. - Non-recurring gains and losses are estimated to impact the net profit attributable to shareholders by approximately RMB 46.5 million, with RMB 33.04 million coming from the disposal of non-current assets[5]. Subsidiary Performance - The company’s subsidiary, Jiangsu Jiejie Microelectronics (Nantong) Technology Co., Ltd., has achieved profitability in the first half of 2024, with significant growth in net profit compared to the same period last year[10]. Industry Trends - The semiconductor industry is experiencing a mild recovery, benefiting the company’s core business and leading to an increase in both revenue and net profit attributable to shareholders compared to the previous year[14]. - The company is focusing on innovation and market-driven development, capitalizing on the demand recovery in downstream application areas and product structure upgrades[14]. - The company’s production capacity utilization rate remains high, contributing to the overall improvement in operational performance[14]. Financial Reporting - The financial data provided is preliminary and has not been audited, with detailed financial results to be disclosed in the 2024 semi-annual report[11]. - Investors are advised to make cautious decisions and be aware of investment risks due to the preliminary nature of the financial estimates[11].