泰晶科技上半年营收同比增长16.73% 二季度营收环比增长28.87%

Core Viewpoint - The company, Taijing Technology, reported a revenue of 459 million yuan for the first half of 2025, marking a year-on-year growth of 16.73%, with a significant quarter-on-quarter increase of 28.87% in the second quarter, demonstrating resilience in a challenging global electronic components market [1] Group 1: Financial Performance - In the first half of 2025, Taijing Technology achieved a revenue of 459 million yuan, reflecting a year-on-year increase of 16.73% [1] - The second quarter saw a substantial quarter-on-quarter revenue growth of 28.87% [1] Group 2: Product Development and Market Strategy - The company is focusing on high-end product lines, including TCXO, XO, ultra-high frequency, and automotive-grade products, to meet market demand and enhance profitability [2] - Taijing Technology reported a 48.24% increase in sales of micro-sized crystal oscillators and a remarkable 195.39% growth in active product sales during the first half of 2025 [2] - The company is actively responding to domestic substitution demands in high-end applications such as optical communication and servers [2] Group 3: R&D and Innovation - In the first half of 2025, Taijing Technology invested 22.93 million yuan in R&D, a year-on-year increase of 14.76%, focusing on ultra-high frequency products and high-precision automotive-grade products [3] - The company successfully developed a 312.5MHz temperature-compensated oscillator for AI data center applications, enhancing system synchronization performance [3] - The new oscillator is applicable in critical devices such as smart NICs, acceleration cards, and high-speed network equipment, supporting innovation in computing, AI, and robotics [3] Group 4: Market Expansion and Supply Chain - Taijing Technology is expanding its market presence in key sectors such as IoT, mobile terminals, and industrial control, with a focus on ultra-high frequency products for 5G and WiFi 6/7 applications [5] - The company is leveraging opportunities in high-end markets like satellite navigation and optical communication, enhancing its customized service capabilities for leading industry clients [5]