GalaxyCore (SH:688728) Zhong Zheng Wang·2025-08-27 14:25Group 1 - The company achieved a revenue of 3.636 billion yuan in the first half of 2025, representing a year-on-year growth of 30.33% [1] - In the second quarter, the company recorded a revenue of 2.112 billion yuan, which is a quarter-on-quarter increase of 38.56%, marking the highest single-quarter revenue since its listing [1] - The net cash flow from operating activities reached 814 million yuan, a significant increase of 858.11% year-on-year, driven by increased sales and reduced procurement cash expenditures due to a higher proportion of in-house wafer production [1] Group 2 - The company specializes in the research, design, manufacturing, packaging, testing, and sales of CMOS image sensors and display driver chips, with all business segments showing steady growth in the first half of the year [1] - Sales of mobile CMOS image sensors reached 524 million units, generating revenue of 2.212 billion yuan, a year-on-year increase of 41.47% [1] - Non-mobile CMOS image sensors sold 140 million units, achieving revenue of 715 million yuan, reflecting a year-on-year growth of 11.38% [1] - Display driver chips sold 249 million units, resulting in revenue of 706 million yuan, which is a year-on-year increase of 20.96% [1] Group 3 - The company is transitioning its production capacity at its self-owned factory to higher value products, such as 32 million and 50 million pixel products, to meet market demand for high-end chips [2] - The company plans to enhance resource integration in chip design and manufacturing, improve design and process levels, and accelerate the industrialization of research and development results to strengthen its core competitiveness [2]