Lion(605358)2024-07-09 09:38Revenue and Profit Forecast - The company expects to achieve approximately CNY 1,459 million in revenue for the first half of 2024, representing a year-on-year growth of about 8.7%[3] - The estimated net profit attributable to shareholders is projected to be between -CNY 73.5 million and -CNY 59.5 million, a year-on-year decline of 134.26% to 142.33%[3] - The net profit attributable to shareholders after deducting non-recurring gains and losses is expected to be between -CNY 47 million and -CNY 35 million, reflecting a year-on-year decrease of 169.96% to 193.95%[5] - The estimated net profit for Q2 2024 is projected to be between -CNY 10.35 million and CNY 3.65 million, indicating a substantial improvement compared to Q1 2024[12] Sales Volume and Growth - The sales volume of 6-inch equivalent semiconductor wafers reached 6.6885 million pieces, a year-on-year increase of 46.22%[9] - The sales volume of 12-inch wafers was 407,500 pieces (equivalent to 1.63 million 6-inch wafers), showing a year-on-year growth of 89.63%[9] - The sales volume of compound semiconductor RF chips increased by 288.18% year-on-year, reaching 17,600 pieces[9] Margin and Cost Analysis - The company reported a significant decrease in comprehensive gross margin, primarily due to increased depreciation costs of CNY 120.9 million and a decline in sales prices for silicon wafers and power chips[9] - The company experienced a fair value loss of CNY 38.0471 million from its holdings in listed company stocks during the reporting period[9] Performance Forecast Disclaimer - The company emphasizes that the performance forecast data is preliminary and subject to final confirmation in the official half-year report[15]