Skyverse Technology (SH:688361) Zheng Quan Zhi Xing·2025-08-18 11:14Core Viewpoint - Shenzhen Zhongke Feimece Technology Co., Ltd. reported a significant increase in revenue for the first half of 2025, driven by advancements in core technology and a growing customer base in the semiconductor quality control sector [3][4][5]. Company Overview and Financial Indicators - The company achieved operating revenue of approximately 702.17 million yuan, representing a year-on-year increase of 51.39% [4]. - The net profit attributable to shareholders was -18.35 million yuan, showing a reduction in losses compared to the previous year [4][5]. - The company's net assets increased by 3.54% to approximately 2.52 billion yuan [4]. Industry Situation - The semiconductor equipment industry is closely tied to the semiconductor industry's overall health, with a projected global wafer capacity growth of 6% in 2024 and 7% in 2025 [5][6]. - China is expected to see a 15% increase in wafer capacity in 2024, further growing by 14% in 2025, making it the largest producer and consumer of integrated circuits globally [5][6]. - The semiconductor testing and measurement equipment market is projected to reach 14.35 billion USD in 2024, with a compound annual growth rate of 27.73% from 2020 to 2024 in China [5][6]. Main Business Situation - The company focuses on high-end semiconductor quality control, providing a full range of yield management solutions, including equipment products, intelligent software, and related services [7][8]. - The product lineup includes various optical detection and measurement devices, with significant advancements in technology and product offerings [7][8][9]. - The company has established a comprehensive strategy in equipment and software, enhancing its competitive edge in the semiconductor market [7][8]. Product Development - The company has delivered over 300 units of non-pattern wafer defect detection equipment, with a growing market share among major integrated circuit manufacturers [10][11]. - The pattern wafer defect detection equipment has also seen increased adoption, with over 400 units delivered to various customers [11][12]. - The three-dimensional morphology measurement equipment has been successfully integrated into production lines, with over 200 units delivered [12].