紫光国微25H1营收、净利双增 创新驱动多业务领域突破、核心技术持续领跑

Core Insights - In the first half of 2025, the company achieved a revenue of 3.047 billion yuan, representing a year-on-year growth of 6.07%, with a net profit attributable to shareholders of 692 million yuan and a non-recurring net profit of 653 million yuan, up 4.39% from the previous year [1] Group 1: Business Performance - The special integrated circuit business generated a revenue of 1.469 billion yuan, growing by 18.09%, becoming the main driver of the company's performance [1] - The intelligent security chip business achieved a revenue of 1.395 billion yuan, marking significant breakthroughs in product technology and market expansion [3] - The quartz crystal frequency device segment contributed 151 million yuan in revenue, showing a rapid growth of 35.78% [4] Group 2: Technological Advancements - The company accelerated technical iterations and significantly enhanced its autonomous controllability, optimizing R&D structures and shortening development cycles for key products [1] - High-performance products such as FPGA and system-level chips maintained a leading position in the industry, with new generation high-performance products achieving large-scale delivery [1] - The company successfully developed several high-frequency and temperature-compensated differential crystal oscillators, with multiple automotive-grade products passing AEC-Q200/100 certification [4] Group 3: Market Expansion - The company is actively penetrating emerging markets, focusing on network communication and automotive electronics, while also exploring opportunities in aerospace information and artificial intelligence [4] - The company has established a solid position in the global SIM card chip market, with eSIM products being adopted by major smartphone manufacturers [3] - The automotive safety chip solutions have been successfully implemented in multiple Tier 1 suppliers and OEMs, with annual shipments reaching millions [3] Group 4: R&D Investment and Talent - The company invested 655 million yuan in R&D in the first half of 2025, resulting in the addition of 26 invention patents and 6 utility model patents [5] - Over 50% of the company's workforce is composed of R&D personnel, with more than 50% holding master's degrees or higher, forming a highly qualified and professional innovation team [5] - The company employs a scientific management system and multi-level incentive mechanisms to attract top talent, ensuring long-term competitive advantages in technology and business expansion [5]