华虹公司大幅跳水 公司一季度净利下降近90%

Core Viewpoint - 华虹公司 reported a significant decline in net profit for Q1 2025 despite an increase in revenue, indicating challenges in the semiconductor industry due to rising costs and external factors [1][2] Group 1: Financial Performance - 华虹公司 achieved operating revenue of 39.13 billion yuan in Q1 2025, representing a year-on-year growth of 18.66% [1] - The net profit attributable to shareholders was 22.76 million yuan, a substantial decrease of 89.73% year-on-year [1] - The company’s Q1 sales revenue was reported at 541 million USD with a gross margin of 9.2%, aligning with guidance [2] Group 2: Operational Insights - The increase in net profit decline was primarily due to higher R&D investments, reduced tax credits, and increased foreign exchange losses, partially offset by rising gross profit [1] - 华虹's manufacturing capacity ramp-up is on track, positively impacting revenue growth, product mix optimization, and core competitiveness [2] - The company anticipates Q2 main business revenue to be between 550 million USD and 570 million USD, with a gross margin expected to be between 7% and 9% [2] Group 3: Market Environment - The semiconductor industry faces significant uncertainty regarding customer demand, procurement costs, and supply chain dynamics due to recent international changes and policy shifts [2] - 华虹 plans to enhance R&D capabilities, expand effective capacity, and actively explore market opportunities while managing potential supply chain disruptions [2]