Jin Rong Jie·2025-08-24 16:29Core Viewpoint - Maiwei Co., Ltd. (300751) reported a decline in revenue and net profit for the first half of 2025, while showing a significant recovery in gross margin, indicating a mixed performance amidst strategic advancements in the semiconductor and photovoltaic sectors [1][2]. Group 1: Company Performance - For the first half of 2025, Maiwei Co., Ltd. achieved operating revenue of 4.213 billion yuan, a year-on-year decrease of 13.48% [1] - The net profit attributable to shareholders was 394 million yuan, down 14.59% year-on-year [1] - The gross margin improved from 26.92% in the same period last year to 33.74% [1] Group 2: Strategic Focus - The company has established a strategic layout focusing on three key technology platforms: vacuum, laser, and precision equipment, targeting the solar photovoltaic, display, and semiconductor industries [1] - In the semiconductor front-end sector, the company is pursuing a differentiated development path, focusing on selective etching and atomic layer deposition, which are less competitive areas [2] - In photovoltaic technology, the company is advancing new technologies for HJT cells, aiming for an average power of 780W and a maximum power close to 800W by the end of the year [2] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders in Maiwei Co., Ltd. increased to 31,686, with an average holding value of 753,400 yuan and an average holding of 8,800 shares [2] - The top ten shareholders include the Ruiyuan Growth Value Mixed Fund, which has a significant stake in the company [3]