NSIG(SH:688126) Zheng Quan Shi Bao Wang·2025-02-12 11:25Group 1 - The company announced a framework contract with Jiangsu Xinhua Semiconductor Technology Co., Ltd. for the procurement of electronic-grade polysilicon products, with a total contract value of approximately 1.054 billion yuan (including tax) [1] - The transaction aims to establish a strategic partnership with the supplier, promoting mutual benefits and laying a solid foundation for long-term cooperation [1] - The company expects a significant net loss for 2024, with estimated net profit ranging from -1 billion to -840 million yuan, and a non-recurring net profit ranging from -1.28 billion to -1.07 billion yuan [1] Group 2 - The global semiconductor market has seen a notable growth of 19%, exceeding 620 billion USD, but the recovery in the semiconductor wafer market has been slower than expected due to high inventory levels and a 12.1% decrease in 200mm wafer shipment area [1] - The company's 300mm wafer sales have increased significantly due to capacity expansion and market recovery, although prices have declined due to market competition [2] - The company is recognized as a leader in the domestic market for 300mm semiconductor wafer sales, with ongoing projects aimed at enhancing production capacity and product quality [3]