精测电子拟摘牌上海精测4.8%股权 半导体在手订单近17亿持续加码布局

Core Viewpoint - The leading company in display panel testing equipment, Jingce Electronics, is actively expanding its semiconductor business, evidenced by its recent acquisition of a 4.825% stake in Shanghai Jingce Semiconductor Technology Co., Ltd. from the National Integrated Circuit Industry Investment Fund [1][3] Group 1: Company Strategy and Developments - Jingce Electronics plans to enhance its semiconductor measurement business by acquiring additional shares in Shanghai Jingce, which focuses on semiconductor front-end measurement equipment [1][3] - The company has strategically shifted towards the semiconductor and new energy sectors, establishing a comprehensive layout in semiconductor testing [1][4] - As of April 2024, Jingce Electronics has secured semiconductor orders totaling approximately 16.68 billion yuan, indicating the significance of this sector to the company's overall performance [1][5] Group 2: Financial Performance - In 2024, Jingce Electronics reported a revenue of 25.65 billion yuan, a year-on-year increase of 5.59%, but faced a significant net profit decline of 165.02%, resulting in a loss of 97.6 million yuan [4] - The semiconductor sector showed remarkable growth, with revenues reaching 7.68 billion yuan in 2024, marking a 94.65% increase year-on-year [4][5] - The company’s R&D investment in the semiconductor field reached 3.58 billion yuan in 2024, reflecting a 32.76% increase, as it continues to focus on high-tech product development [4][5] Group 3: Market Position and Future Outlook - Jingce Electronics has successfully delivered and accepted products for advanced 7nm processes, with ongoing validation for even more advanced products [5] - The company is optimistic about the semiconductor industry's growth and its own position within it, planning to further optimize its business structure to focus on semiconductor advantages [5] - As of the first quarter of 2025, Jingce Electronics achieved a revenue of 6.89 billion yuan, a 64.92% increase year-on-year, and turned a profit with a net income of 37.6 million yuan [5]