晶合集成产品热销半年预盈超2.6亿 创新驱动年内新获专利授权218个

Core Viewpoint - The global semiconductor market is recovering, leading to a significant improvement in the profitability of Jinghe Integrated [2][5] Financial Performance - Jinghe Integrated expects to achieve operating revenue of 5.07 billion to 5.32 billion yuan in the first half of 2025, representing a year-on-year growth of 15.29% to 20.97% [2] - The company anticipates a net profit of 260 million to 390 million yuan, with a year-on-year increase of 39.04% to 108.55% [2][5] - In 2024, Jinghe Integrated reported operating revenue of 9.249 billion yuan, a year-on-year increase of 27.69%, and a net profit of 533 million yuan, up 151.78% [5] Market and Capacity Utilization - The increase in performance is attributed to the recovery of industry conditions, increased product sales, and high capacity utilization rates [3][5] - Jinghe Integrated's production line load reached 110% in June 2024, with order volumes exceeding current capacity [5] Research and Development - The company has placed a strong emphasis on R&D, with R&D expenses increasing from 397 million yuan in 2021 to 1.284 billion yuan in 2024, totaling 3.596 billion yuan over four years [6] - Jinghe Integrated has obtained 218 new patent authorizations since the beginning of 2025, a 17.84% increase compared to the same period last year [3][6] - The company focuses on technological breakthroughs and product diversification, with ongoing developments in various chip technologies [5][6] Strategic Focus - Future R&D plans will concentrate on core products such as DDIC and CIS, while also addressing emerging markets like automotive chips and AR/VR applications [6] - The company aims to strengthen collaborations with strategic clients and expand into high-end product development [6]